A WOMAN'S WAY TO A THRIVING PRACTICE
“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
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Define YOUR life balance for less stress
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Kick bad habits that sabotage productivity
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Take control of your time and calendar
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Live, love and work your ideal week
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Harness your ability to manage tasks
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Empower your delegator – gain more freedom
Referral Topics
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Leverage your referral network for more opportunities
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Articulate expectations and raise the bar for COIs
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Increase COI reciprocity for a balanced relationship
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Teach clients how to refer you effectively
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Strengthen your ‘ask’ while maintaining your integrity
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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: TBD (see below for call dates)
TO REGISTER:
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