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.

TAKE OUR PRODUCTIVITY QUIZ

RAVING FANS

Narumi Yoshida

Narumi Yoshida

CPA/PFS, CFP®, EA

I first heard of Patty when I was listening to Michael Kitces’s podcast Ep#233. It’s been less than a year since I began working with Patty, but I have to say that she has absolutely helped me to become a better version of myself.

Before working with Patty, I felt stuck. Since I am running two separate businesses, I constantly felt busy and was wishing for more time in the day. Patty has many tools, techniques, and strategies that she uses to analyze and understand her clients. I went through some of her exercises, each with their own purpose and goal. [Read more]

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]

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]

CHECK OUT OUR PODCAST APPEARANCES!

Proud Partner of Female Advisor Network

AND OUR AMAZON BEST-SELLER!

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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

ADD TO CART

SPINNING YOUR WHEELS IS EXHAUSTING

We get it...

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. 

 

Schedule a Call w/Patty     |     Schedule a Call w/Michelle

PRODUCTIVITY IS THE RESULT OF EVERYTHING WE DO.

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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…