Women and men just don’t talk the same! That goes for investors and for financial advisors. I coach financial professionals around the country across all different channels. I notice that my male clients tend to be: Direct and Linear Want a Fix Like Repeatable Solutions A Quick Fix is Ideal On the other hand my female
I’ve been speaking to hundreds of advisors on branding and it’s a focus for those I coach. Across the nation, there’s a pattern. Many of us struggle to articulate our unique brand in a concise and compelling statement (me too). My branding guru says a brand should be summarized in only 7 words. Sounds impossible! Ultimately, it comes
There’s three fatal flaws in asking for referrals. So don’t feel bad if it hasn’t worked for you. It’s important to ask, but not for referrals. Here’s why asking for referrals fails and what to do instead: 3 Fatal Flaws 1) The Bait & Switch – Traditional requests for referrals come at the end of
I’ve been going around the country talking to advisors about the awesome power of women advocates who do viral marketing for you. Recently an advisor shared this story. It’s Awesome! Story of the Day Advisor Howard attended one of my presentations on The $14 Trillion Opportunity – Reaching & Engaging Women Investors during a national