Making your Practice Female Friendly
Advisors: Who’s Going To Eat Your Lunch This Year?
Hard to believe we’re almost two months into 2021? This means that you only have 10 months to make it your best year ever. But don’t panic – you have plenty of time to make this a winning year. Like most advisors, you probably started the year by making plans to improve and even grow…
Read MoreInvest(in)Her and She’ll Invest With You
It’s a new year and while Covid-19 restrictions continue to shape how we do business – some things never change. The fact that you carry on serving existing clients and continue to sign-up new clients is a given. Something else that hasn’t changed is that women with money are still your best bet for growing…
Read MoreYou Can’t Just Teach Bias Away
There is little question that 2020 was a bad year – the pandemic wreaked havoc worldwide, drove healthcare systems to the breaking point and served to highlight pervasive social inequities, with women and minorities bearing the brunt. But even as the pandemic continues to rage, there is hope – vaccines are on their way, plans…
Read MoreThe Best Approach for Your Pandemic Holiday Greeting
2020 has truly been a year like no other. Since the COVID-19 pandemic became a reality almost 10 months ago, we have had to rethink how we do practically everything from how we shop and socialize to how we do business. And even as most of us have become reasonably comfortable with zoom meetings and…
Read MoreWhy You Should Care About Kamala Harris’ Win
Let us be perfectly clear from the get-go, this is not an article about politics. It doesn’t matter where you stand politically – unless you have lived under a rock for the past two weeks, you cannot have avoided the news that Kamala Harris has become, for the first time in America history, the Vice…
Read MoreFinancial Advisors Could Be Closing 90% of Their Prospects
As a financial advisor, you wear many hats. Besides managing your clients’ finances, you have to stay in touch with them on a regular basis, keep up with managing money, stay on top of new regulations and, indeed, grow your practice. Social events are often a perfect opportunity to connect with people – but invariably…
Read MoreWhat Financial Advisors Can Learn From Hamilton
Talk Less – Listen More. Whether it’s working with female colleagues or serving female clients, you need to know that women’s number one complaint continues to be that men don’t listen to them and, in fact, talk over them. Sadly, nowhere is this complaint more prevalent than in the financial services industry. Oddly, the issue…
Read MoreHow To Build Your Best Reputation
There is no question that having a good reputation, whether personally or as a business, is an important key to success. In fact, a quick search of any number of business sites reinforces the same thing, “a good reputation is important because it can help distinguish you from competitors, and it is often the deciding…
Read MoreWhat Is “Storyselling” and Why It Works
One of the best books we’ve ever read about giving financial advice is, “Storyselling for Financial Advisors” by Scott West and Mitch Anthony. As the title suggests, the book outlines the value of using short stories to help people understand financial concepts. It talks about why that approach is far more successful than boring people…
Read MoreBefore Bragging That You Treat Women the Same as Men, Consider This…
Are you Guilty of Bias? Read this before you answer We likely can all agree that it’s been an interesting six months since our lives were derailed by Covid-19. Besides everything else, all of us had to rethink how to do business in isolation and under social distancing rules. Nevertheless, it is safe to assume…
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