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Why Goals For Women Advisors Can Prevent Success (It’s not about the numbers!)

For women, success is not simply about setting goals; most women are driven by something more profound, inspiring a passion and energy where the financial rewards are merely the bonus for doing meaningful work. Yet as advisors, we were weaned on goals, constantly focused on tracking assets and production. We were taught to believe that without setting financial goals, we would not succeed as financial advisors. But for many women, those same goals have become a roadblock to success. I’m not saying goals are a bad thing; I’m simply saying that financial goals are not what inspire most women to succeed. 

Ladies, it’s not the numbers that drive our success; it’s our soul.

Did you get into the business so you could buy fancy cars, live in a huge home or wear expensive jewelry? Or was it something else that inspired your career?

Goals drive activity, and while activity is good, especially when you are first starting, activity can become a deterrent to your business growth. Women are notorious for filling their lives with activity; we have to-do lists and full calendars keeping us busy and productive, but are we really effective?

We eventually lose sight of that inner purpose, that image, and the vision that once inspired us in all that busyness. As a result, we become tired, often scattered, unfocused, and less motivated when work feels like work. But, we women are warriors, and we know how to charge through the pain and discomfort. I mean, heck, we built a successful business in an industry not exactly welcoming to women, so we are capable of doing it again, but do we want to?

When women slow down and listen to their souls’ whispers, they can tap into their inner being and true purpose; this alone inspires new energy and becomes a magnet to all new business. They no longer chase what they once thought valuable but attract the work and clients that reinforce their passion and purpose as a financial advisor. This process defies the teachings from the industry where numbers are king and activity is the only fuel for growth. Yet once you re-experience that sense of purpose, a spark is lit inside you that craves to be nurtured and desperate to be set free.

You begin to spend more time massaging that woman inside you who has withered and become listless after years of hard work and responsibilities. As you carve out more quiet time for yourself, times when you can hear yourself breathe and feel the beating of your heart, you then begin to resurrect. You spend less time doing and find the quality of your work improves. You begin to appreciate your actual value as a female financial advisor and reject activities that do not fulfill your true purpose.

Being busy is no longer an acceptable practice and is replaced with desire, focus, and true priorities. This new model of success is reinforced each time you say “no” to business and practices that are not nurturing to your soul. And one day, you will look back and realize you have just exceeded your previous expectations of success both emotionally and monetarily. That spark, once ignited, has become a roaring flame giving warmth and energy to all that you do.

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Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

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I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

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Are you Male or Female?

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