A WOMAN'S WAY TO A THRIVING PRACTICE

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Small Group Coaching Series

“As a female financial advisor, doing things a man’s way

is good for men but not always good for women.”

This 12-session series will take you through our

Amazon Best-Seller A Woman’s Way and help

you to create your own plan of action!

 

12 Phone Sessions!

Productivity Topics 

  • Define YOUR life balance for less stress

  • Kick bad habits that sabotage productivity

  • Take control of your time and calendar

  • Live, love and work your ideal week

  • Harness your ability to manage tasks

  • Empower your delegator – gain more freedom

 

Referral Topics 

  • Leverage your referral network for more opportunities

  • Articulate expectations and raise the bar for COIs

  • Increase COI reciprocity for a balanced relationship

  • Teach clients how to refer you effectively

  • Strengthen your ‘ask’ while maintaining your integrity

  • Activate LinkedIn for untapped referrals

AND SO MUCH MORE!

 


 

 

“Working with Patty and Michelle has

revolutionized my business. A year and 

a half into my coaching relationship and

my revenue has increased 40%!” 

— Susan T

 


 

“As a young advisor, I feel very lucky to

have the opportunity to work with Michelle

and Patty…the calls are just amazing!”

— Christina H
 


 

“After 15 years in the business, Patty and

Michelle provided me with skills that allow

me to effectively run my business instead

of having it run me.”

— Joellen N

Join the authors of Amazon Best-Seller 

A Woman’s Way to ACTIVATE key strategies

to improve your productivity and referral

development YOUR way…A Woman’s Way!

Group Coaching Program Includes:

  • 6 month program
  • Twelve 45-minute phone calls
    • 6 Productivity calls
    • 6 Referral calls 
  • A 34-page workbook 
  • Peer-to-peer sharing
  • Collaborative safe environment
  • Comfortable accountability
  • Group size – Minimum of 6 per group

 

NOTE: You’ll need a copy of A Woman’s Way

available on Amazon or in our store here.


INVESTMENT = $599
$549/person
FOR A LIMITED TIME SAVE $50!

Reserve your seat today!

WHEN: 2nd & 4th Wednesdays

TIME: 3:00 – 3:45 pm EASTERN

START DATE: March 11, 2020 (see below for call dates)

 


TO REGISTER: 

CALL:  412-352-2888, Fill out the form below or EMAIL: Patty Kreamer


Dates of calls:

March 11    March 25
April 8        April 22
May 13       May 27
June 10      June 24
July 8         July 22
Aug 12       Aug 26


 

“We know you. We understand you. We know your challenges and struggles.

We wrote this book for you. Let us help you bring it to LIFE!”

— Michelle & Patty