90% of financial advisors do NOT feel in control

of their business. - Bloomburg Businessweek

Time to UNCORK your productivity!

90% of financial advisors do NOT feel in control

of their business. - Bloomburg Businessweek

Time to UNCORK your productivity!

90% of financial advisors do NOT feel in control

of their business. - Bloomburg Businessweek

Time to UNCORK your productivity!

Productivity & Referral Coaching For Financial Advisors

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We coach financial advisors to success through productivity.

Does this sound familiar?

  • I’m tired of clients telling me they love me but never refer me.
  • I’m uncomfortable asking for referrals. I never know what to say.
  • I’m frustrated with my COIs. They never refer me as much as I refer them.
  • I am overwhelmed. My head is swirling with too many priorities.
  • I get buried before my first cup of coffee. I never get anything done.
  • I have so many distractions in my day, it drives me crazy!

We understand and we know how to fix it. Here at Productivity Uncorked, we coach financial advisors like you to make more money. We take your productivity pretty seriously.

If you are a successful financial advisor that wants more client and COI referrals, more AUM, more focus, more control of your life and practice and more productivity in your day, then it’s time for you to UNCORK your productivity and stop holding yourself back.

RAVING FANS

Kat Colvin pic

Katherine 'Kat' Colvin

I met Patty and Michelle at a firm event in which they spoke passionately about helping female advisors in this still male dominated industry. I was nine years into my career, making a decent living, loving what I do, but still knowing my practice wasn’t where I wanted it. I loved my firm, my newly built office and most importantly I loved my clients. The piece that was missing when I met the women of Productivity Uncorked — I didn’t love (and believe in) me! A couple weeks later, I set a phone appointment with Patty and made the investment in me! Yes, it was an investment, but cost is only present in the absence of value! [Read More]

Trina Brown(1)

Trina Brown

My goal for 2021 was to have $1.5 million in AUM. Since I have been applying what I learned from Michelle, I’m expecting to have a minimum of $5 million under management by the end of the year. I would not be at this point without Michelle’s help. Her coaching has made a huge difference and has prepared me for upcoming conversations with a very large prospect. If you want to grow your practice, I highly recommend Michelle as a coach.

Mike-Giammatteo-head-shot-650x500

Mike Giammatteo

Before I started coaching with Michelle and Patty, I was out of control, not making the money I knew I could and I was having NO fun at work.

Through our coaching with Patty, I was able to take back control of my time, my calendar, and my life so that I could strategically grow my practice.

This newfound control teed me up to work with Michelle so that I could focus on the relationships that I have and focus on reciprocal growth. [Read More]

CONTACT US

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RAVING FANS

Kat Colvin pic

Katherine 'Kat' Colvin

I met Patty and Michelle at a firm event in which they spoke passionately about helping female advisors in this still male dominated industry. I was nine years into my career, making a decent living, loving what I do, but still knowing my practice wasn’t where I wanted it. I loved my firm, my newly built office and most importantly I loved my clients. The piece that was missing when I met the women of Productivity Uncorked — I didn’t love (and believe in) me! A couple weeks later, I set a phone appointment with Patty and made the investment in me! Yes, it was an investment, but cost is only present in the absence of value! [Read More]

Trina Brown(1)

Trina Brown

My goal for 2021 was to have $1.5 million in AUM. Since I have been applying what I learned from Michelle, I’m expecting to have a minimum of $5 million under management by the end of the year. I would not be at this point without Michelle’s help. Her coaching has made a huge difference and has prepared me for upcoming conversations with a very large prospect. If you want to grow your practice, I highly recommend Michelle as a coach.

Mike-Giammatteo-head-shot-650x500

Mike Giammatteo

Before I started coaching with Michelle and Patty, I was out of control, not making the money I knew I could and I was having NO fun at work.

Through our coaching with Patty, I was able to take back control of my time, my calendar, and my life so that I could strategically grow my practice.

This newfound control teed me up to work with Michelle so that I could focus on the relationships that I have and focus on reciprocal growth. [Read More]

CONTACT US

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Please enter your name.
Please enter a valid phone number.
Please enter a message.

CHECK OUT OUR AMAZON BEST-SELLER AND PRODUCTIVITY COACHING PODCASTS!

Proud Partner of Female Advisor Network

PRODUCTIVITY IS THE RESULT OF EVERYTHING WE DO.

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A Woman’s Way speaks to me in a voice I’ve never heard before. The words and message validate what I have done right (and not so right) over the years. It helps ensure that by simply being part of a bigger and more focused global community of female advisors, I can succeed on a level that brings a lot of dreams and wishes to fruition in my lifetime. I love, love, love it!”

 —Leanne Fenton, CRPC, APMA

We Understand

Being unproductive is frustrating especially when you know that you can do better. We help you to create effective and intuitive systems that work for and with you.

Together we will fix your referral productivity issues and create a referral strategy that leverages your relationships. Together we will develop the support mechanisms to maximize your daily productivity, creating your new normal.

It’s all possible. That’s what we do all day, every day. We know productivity in the world of wealth management. We UNCORK productivity for financial advisors and team managers every day through coaching, speaking, relationship assessments and our books.

If you’re ready to UNCORK your full potential, we’re ready to make it happen! Contact us or give us a call at 412.352.2888 to learn more.

We Understand

Being unproductive is frustrating especially when you know that you can do better. We help you to create effective and intuitive systems that work for and with you.

Together we will fix your referral productivity issues and create a referral strategy that leverages your relationships. Together we will develop the support mechanisms to maximize your daily productivity, creating your new normal.

It’s all possible. That’s what we do all day, every day. We know productivity in the world of wealth management. We UNCORK productivity for financial advisors and team managers every day through coaching, speaking, relationship assessments and our books.

If you’re ready to UNCORK your full potential, we’re ready to make it happen! Contact us or give us a call at 412.352.2888 to learn more.

BLOG

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Organize Your Office

Top Ten Tips to Organize Your Office

By Productivity Uncorked, LLC | September 22, 2020

Stop for a second and look around your office.  What if your best client decided to pop in on you right this very second?  Would your office represent you well?  Would your office reflect the kind of service you provide to that client?  Or, are you looking at piles of paper that need filing, pairs…

Your Story

Your Story

By Productivity Uncorked, LLC | September 17, 2020

Your Story, Your Smart Financial Decision 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?…

The Power of Choice: Control your Practice

By Productivity Uncorked, LLC | August 19, 2020

Do you want to be more in control of your life, health, time, and referral process? Do you need to take better control your practice? 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…

High Net Worth Clients Simply Don’t Refer

High Net Worth Clients Simply Don’t Refer

By Productivity Uncorked, LLC | August 12, 2020

High net worth clients simply don’t refer. Or so we hear. Most financial advisors believe that some clients are bad at referring. We’ve heard advisors say the main reason for this is that high net worth people don’t like talking about money. Plenty of advisors believe that and hang their hat on that excuse as…

Must-Haves for a Lifestyle Practice

Freedom: Four Must-Haves for a Lifestyle Practice

By Productivity Uncorked, LLC | August 5, 2020

A lifestyle practice is all the buzz right now. Many financial advisors chose to get into the business because they like the freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able…

rhythm of your financial practice

Are you paying attention to the rhythm of your financial practice?

By Productivity Uncorked, LLC | July 24, 2020

According to marketing consultant Dan Allison, president of Feedback Marketing Group, advisors lose out on 80 percent of potential referrals because their clients can’t properly articulate the services their advisors offer. Recent studies from Absolute Engagement showed that 82% of high net worth clients don’t refer because they claim to not know anyone who they…