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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…

The 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…

Prepare 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…

Lead 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…

So 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…

The 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…

Women 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…

Potato 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…

May 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…

Keep 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…

Five Things You Learned about Networking from Your Mother

Mothers are a beautiful thing. They care for us, nurture us, and teach us the dos and don’ts of life. I’ve learned a lot from my mother. Especially when she taught me all about life, love . . . and networking tips! I’m sure she didn’t realize she was teaching me about networking at the…

A Dog’s Lessons in Networking

Some of you reading this might remember that I was the keynote speaker for Pittsburgh’s International Networking Day 2008. What most of you don’t know is that the day before this big speaking engagement, my dog, Kalar, passed away in my home. She was 15 years old. Her health had begun to fail and each…

Do you long for long-term organizing success?

By Patty Kreamer, CPO® Welcome to January 2020! Did you know that January is National Get Organized Month? That’s right! What better way to start a new year than to have yourself completely organized and feeling totally in control of your time and space? If you’re like a lot of other financial advisors that we…

Current Record is 129,000!

Adapted from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World In honor of National Get Organized Month, we would like to address emails. What’s the current status of your email inbox? The current record that we’ve heard from a new client is 129,000! That’s A…

Female financial advisors will be healthier with more women in the industry

An excerpt from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World In an industry heavily dominated by men, female financial advisors find it difficult to find female mentors, role models, colleagues, confidants, and champions. Female advisors tell us that they often experience a sense of…

Sexual Harassment Builds a Huge Barrier for More Women Entering Wealth Management

The #MeToo movement that began in late 2017 imposed a magnifying glass on a nearly invisible epidemic of sexual harassment against women across all walks of life and throughout various industries. Prominent and powerful men have been called on the carpet for behavior that until now has long been ignored, hushed, and/or silenced with millions…

The 29% Solution book is 10 years old!!!

Growing up in a small town outside of Pittsburgh, Pennsylvania, I never gave much thought to becoming a Wall Street Journal bestselling author. That is until I met Ivan Misner! In 2006 I was performing the role of Education Coordinator for my BNI chapter, the Circle of Excellence, in BNI Western Pennsylvania. One week, while…

Your story … your connection

Do you know WHY you became a financial advisor? I mean the really deep reason behind why it’s important to you to help people manage their money, make smart financial decisions and create a secure future. Can you remember the moment you made the choice to pursue this profession? Can you remember a trigger in…

Let’s Get Intentional!

What does it mean to be intentional? Webster says the definition of intentional is…“done on purpose” or “deliberate”. Likewise, the definition of intention is “an aim or plan”. We all know that this is the time of year when people make resolutions or write out their goals for the year. Resolutions have a very high…

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