“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!
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
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!
- 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
FOR A LIMITED TIME SAVE $50!
Reserve your seat today!
WHEN: 2nd & 4th Wednesdays
TIME: 3:00 – 3:45 pm EASTERN
START DATE: TBD (see below for call dates)
CALL: 412-352-2888, Fill out the form below or EMAIL: Patty Kreamer
Dates of calls:
To Be Determined.
“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