Published Articles

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…

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…

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…