A WOMAN'S WAY TO A THRIVING PRACTICE

null

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: 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