Posts by Patty Kreamer
Referral Lead Generation – Take Off Your Referral Blinders
Stop for a second to calculate how many conversations you’ve had with clients over the years as a financial advisor. It adds up fast. Over time, those focused conversations developed your expertise. The same applies to me. As a referral coach for financial advisors with 18 years of experience, I have had thousands of hours…
Read MoreThe Corona Virus Response – Find The Opportunities
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. In light of the coronavirus, investors and financial advisors can either react or respond. Zig Ziglar, author and motivational speaker, describes the difference between reacting and responding like this: Reacting is usually negative and spontaneous while responding is usually positive…
Read MorePrepare Yourself for When COVID19 is Past Us – Adopt an Attitude of Intent
We are knocking on the door of a recession pretty hard right now. COVID19 is testing our stamina in many ways. The question that’s probably crossed your mind a time or two already has been, “What impact will it have on the success of my practice?” Or a more significant question might be … “What…
Read MoreLead Now and Others Will Follow
Due to the COVID-19 crisis, many of our normal happenings and ways of work have been interrupted with inconveniences that have crept into our workday. On top of the pandemic, a global financial situation is breathing down the neck of our next potential recession. Financial advisors are stressed. Investors are worried about their retirement plans…
Read MoreSo Now You Have to Work From Home!
If you’ve never worked from home and the Coronavirus is mandating that you do, it can be quite a challenge. For the past 26 years, I have worked out of my home and have coached many first-timers on making the move to domestic officing! I’ll jump right in: Several things to consider: Kitchen table or…
Read MoreThe Chemistry Behind Successful Female Advisors
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. In a profession heavily dominated by men, female financial advisors need women to serve as mentors, role models, confidants and champions. Over the last 18 years serving financial advisors as a referral and business coach, I’ve often heard female advisors…
Read MoreWomen Have What It Takes
In honor of International Woman’s Day 2020 on March 8th, we would like to celebrate the women of wealth management. Women make great advisors. They inherently have certain natural qualities and characteristics that perfectly align with the profession of financial planning. Prospects who seek out and hire a financial planner are looking for certain features…
Read MorePotato Chips and Your Practice
Do you want to be more in control of your life? Your health? Your time? Your practice? Your referral process? If so, you need to be more in control of the choices you’re making. Every day, you’re faced with choices. You go to the grocery store and enter the snack aisle. As a kid, there…
Read MoreMay THIS Force NOT Be With You! | How to Network Effectively
As we grow up into adulthood, we learn that we are surrounded by invisible forces. For example, the force of gravity – where would we be without it … literally? The force of magnetism … how would MRI machines work without it? The force of nature … it surrounds us with its glory and impressive…
Read MoreKeep Your Biases Away from Your Referrals
People come with built-in biases. You may not be aware of your biases but they exist. And many people have biases about networking, especially with individuals outside their normal frame of reference. Our biases cause us to leave money on the table every day by blinding us to opportunities that are right in front of…
Read More