OUR NEW BOOK IS HERE!

A Woman’s Way is a must read for all female advisors who want to realize their full potential and succeed in this male-dominated profession. Brava!”

Emily Chiang, CFP, MBA – Author of “Selling Your Financial Advisory Practice”

A Woman's Way

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Sneak Peek of A Woman’s Way!

MORE PRODUCTIVITY. MORE POSSIBILITIES.

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We coach financial advisors to success through productivity.

confident business woman with team behind her

Does this sound familiar?

  • I’m tired of clients telling me how much they love me but never refer me.
  • I’m uncomfortable asking for referrals. I never know what to say.
  • I’m frustrated with my COIs. They never refer me as much as I refer them.
  • I am overwhelmed. My head is swirling with too many priorities.
  • I get buried before my first cup of coffee. I never get anything done.
  • I have so many distractions in my day, it drives me crazy!

 

We understand and we know how to fix it. Here at Productivity Uncorked, we coach financial advisors to get more done and make more money. We take your productivity pretty seriously.

 

If you are a successful financial advisor that wants more client and COI referrals, more AUM, more focus, more control of your life and practice and more productivity in your day, then it’s time for you to UNCORK your productivity and stop holding yourself back.

PRODUCTIVITY IS THE RESULT OF EVERYTHING WE DO.

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Being unproductive is frustrating and feels bad, especially when you know that you can do better. We help you to create effective and intuitive systems that work for and with you. 

 

Together we will fix your referral productivity issues and create a referral strategy that leverages your relationships. Together we will develop the support mechanisms to maximize your daily productivity, creating your new normal.

 

It’s all possible.  That’s what we do all day, every day. We know productivity in the world of wealth management. We UNCORK productivity for financial advisors and team managers every day through coaching, speaking, relationship assessments and our books.

 

If you’re ready to UNCORK your full potential, we’re ready to make it happen! Contact us or give us a call at 412.352.2888 to learn more.

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RAVING FANS!

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”I’m much more in control! Before I started coaching with Michelle and Patty at Productivity Uncorked, I was out of control, not making the money I knew I could and I was having NO fun at work. Through my coaching with Patty, I was able to take back control of my time, my calendar, and my life so that I could strategically grow my practice. This newfound control teed me up to work with Michelle so that I could focus on the relationships that I have and focus on reciprocal growth.” Read more

“Michelle taught me how to leverage my relationships more effectively for better referrals. Because of her coaching, I have had a stellar year, surpassing my financial goals and even setting a personal best record for my performance. In our first year of working together, my revenue increased by 20% and I increased my client referrals by 50%. In our second year, I nearly doubled the previous year in 8 months! For the first time in my career, I reached MVP status.” Read More

“I worked with Michelle and Patty throughout all of 2014. The company goal for me was 10 million for AUM when we began. I ended the year with $20 million and will be continuing my coaching with them for 2015. Michelle helped me to solidify my relationships with specific COIs and Patty was instrumental with helping me to get organized so I could continue to bring on new business.” Read more

“I increased my revenue by 130% as a result of working with Michelle and Patty!”

“After years of working closely with Michelle, I can tell you we really knew very little about getting referrals back then. We have since learned there is a difference between getting a referral and getting the right referral. We have learned how to effectively and strategically lead our relationships to generate consistent referrals. The growth of our firm has proven that Michelle’s system works! With her help, we have grown an average of 14% per year for the last 5 years.” Read more

”I am seeing more steady referrals. Before Michelle and I started working together, I saw 1-2 referrals every 2-3 weeks. Now I’m seeing 3-5 per week! I’m asking more questions, staying top o f mind and closing 85% now. I’m crushing it! It looks like I will be ranked number 2 in the nation in only my first full year!”
Mike-Giammatteo-head-shot-650x500Mike Giammatteo
Karen Bostick Testimonial pictureKaren Bostick
Dan testimonial pictureDan Meyers
Christine Pikutis-Musuneggi Testimonial photoChristine Pikutis-Musuneggi
Christopher Musuneggi Testimonial photoChristopher Musuneggi
Patrick Bell photoPatrick Bell

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