90% of financial advisors do NOT feel in control

of their business. - Bloomburg Businessweek

Time to UNCORK your productivity!

90% of financial advisors do NOT feel in control

of their business. - Bloomburg Businessweek

Time to UNCORK your productivity!

90% of financial advisors do NOT feel in control

of their business. - Bloomburg Businessweek

Time to UNCORK your productivity!

Productivity & Referral Coaching For Financial Advisors

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We coach financial advisors to success through productivity.

Does this sound familiar?

  • I’m tired of clients telling me 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 like you to 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.

RAVING FANS

Kat Colvin pic

Katherine 'Kat' Colvin

I met Patty and Michelle at a firm event in which they spoke passionately about helping female advisors in this still male dominated industry. I was nine years into my career, making a decent living, loving what I do, but still knowing my practice wasn’t where I wanted it. I loved my firm, my newly built office and most importantly I loved my clients. The piece that was missing when I met the women of Productivity Uncorked — I didn’t love (and believe in) me! A couple weeks later, I set a phone appointment with Patty and made the investment in me! Yes, it was an investment, but cost is only present in the absence of value! [Read More]

Trina Brown(1)

Trina Brown

My goal for 2021 was to have $1.5 million in AUM. Since I have been applying what I learned from Michelle, I’m expecting to have a minimum of $5 million under management by the end of the year. I would not be at this point without Michelle’s help. Her coaching has made a huge difference and has prepared me for upcoming conversations with a very large prospect. If you want to grow your practice, I highly recommend Michelle as a coach.

Mike-Giammatteo-head-shot-650x500

Mike Giammatteo

Before I started coaching with Michelle and Patty, I was out of control, not making the money I knew I could and I was having NO fun at work.

Through our 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]

CONTACT US

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RAVING FANS

Kat Colvin pic

Katherine 'Kat' Colvin

I met Patty and Michelle at a firm event in which they spoke passionately about helping female advisors in this still male dominated industry. I was nine years into my career, making a decent living, loving what I do, but still knowing my practice wasn’t where I wanted it. I loved my firm, my newly built office and most importantly I loved my clients. The piece that was missing when I met the women of Productivity Uncorked — I didn’t love (and believe in) me! A couple weeks later, I set a phone appointment with Patty and made the investment in me! Yes, it was an investment, but cost is only present in the absence of value! [Read More]

Trina Brown(1)

Trina Brown

My goal for 2021 was to have $1.5 million in AUM. Since I have been applying what I learned from Michelle, I’m expecting to have a minimum of $5 million under management by the end of the year. I would not be at this point without Michelle’s help. Her coaching has made a huge difference and has prepared me for upcoming conversations with a very large prospect. If you want to grow your practice, I highly recommend Michelle as a coach.

Mike-Giammatteo-head-shot-650x500

Mike Giammatteo

Before I started coaching with Michelle and Patty, I was out of control, not making the money I knew I could and I was having NO fun at work.

Through our 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]

CONTACT US

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Please enter your name.
Please enter a valid phone number.
Please enter a message.

CHECK OUT OUR AMAZON BEST-SELLER AND PRODUCTIVITY COACHING PODCASTS!

Proud Partner of Female Advisor Network

PRODUCTIVITY IS THE RESULT OF EVERYTHING WE DO.

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A Woman’s Way speaks to me in a voice I’ve never heard before. The words and message validate what I have done right (and not so right) over the years. It helps ensure that by simply being part of a bigger and more focused global community of female advisors, I can succeed on a level that brings a lot of dreams and wishes to fruition in my lifetime. I love, love, love it!”

 —Leanne Fenton, CRPC, APMA

We Understand

Being unproductive is frustrating 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.

We Understand

Being unproductive is frustrating 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.

BLOG

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The Emotional Side of Letting Go of Clients

By Productivity Uncorked, LLC | February 17, 2021

From a very young age, many children are taught that they should not waste, that they should use and keep everything. This Depression-era mentality really instills a sense of guilt. Clutter continues to build up because we keep, keep, keep everything! It’s like having recordings playing constantly in your head, saying “YOU MUST NOT BE…

Goals for 2021

Got Goals for 2021?  

By Productivity Uncorked, LLC | January 27, 2021

It’s that time of year when we push forward with high hopes for greater things. Many financial advisors will take time to reflect on last year’s goals and strategize for 2021. Many other financial advisors will want to review their goals but they can’t find them because they really haven’t paid much attention to them…

Is Referral Marketing Expensive?

By Productivity Uncorked, LLC | December 7, 2020

Is Referral Marketing Expensive? Marketing efforts add up. There are many, many marketing tactics and strategies that financial firms use to drive prospects to their front door. Think about all that you’ve seen or used yourself. Billboards, print ads, business cards, flyers, brochures, dinners, client events, social media, websites, client appreciation gifts, networking events, radio…

Does Fear Keep You from Asking for Referrals?

By Productivity Uncorked, LLC | October 30, 2020

Does Fear Keep You from Asking for Referrals? Halloween is just around the corner. You can almost feel it in the air – this mystical holiday tends to test our courage with scary houses, haunted hayrides and dark corn mazes that stretch over acres and acres of corn fields. But that isn’t the only fear…

Perfection Hurts

Perfection Hurts

By Productivity Uncorked, LLC | October 7, 2020

Being a perfectionist. “Demand it of yourself and you’ll always be unsatisfied. Demand it of others and you’ll always be disappointed.” Many times, the reason a perfectionist is disorganized is that she believes that she can’t get her office to look 100% perfect, so why try?  But wouldn’t it be better to have an 80% organized office than…

How do You Want to Be Referred?

How Do You Want To Be Referred?

By Productivity Uncorked, LLC | October 1, 2020

How Do You Want To Be Referred? We tend to ask this question a lot only to find out that many advisors don’t have an answer to it. Some say, “Well what do you mean? I just want to be referred.” Others say, “It doesn’t matter to me.” Really? If you had the choice to…