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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Poor Time Management

Poor Time Management?

By Productivity Uncorked, LLC | July 19, 2020

The two biggest time wasters for most financial planners are: They don’t plan their day They are disorganized physically, mentally, emotionally, and with their time The two things that can be done to put a stop to these time wasters: Plan your day Be more organized Sound oversimplified? Maybe, but without fixing these issues, your…

Energize Your Clients to Refer You

Energize Your Clients to Refer You

By Productivity Uncorked, LLC | July 13, 2020

Seven seconds. Did you know that within seven seconds of meeting you people have already made up their minds about you? That’s astounding but true. Our world seems to be getting even more opinionated so we wouldn’t be surprised if that number is actually less than seven. In fact, sometimes people form an opinion about…

Heat Up Your Referral Opportunities!

Heat Up Your Referral Opportunities!

By Productivity Uncorked, LLC | July 3, 2020

Most financial advisors work to develop relationships with other professionals (COIs-centers of influence) to generate more referral opportunities.  Ironically, one of the most frequent complaints we hear from advisors is that their relationships with other professionals (ie. CPAs, Estate Attorneys, Bankers, Insurance, etc.) tend to be one-sided. They give referrals to other people while seeing…

Achieve Financial Simplicity

Reduce Clutter and Achieve Financial Simplicity

By Productivity Uncorked, LLC | June 24, 2020

For most people, money and finances are more difficult to talk about than sex. Let the record reflect that I am neither a financial planner nor a sex therapist, but I am what you might call frugal (not to be confused with cheap). How do you view money? Do you see it as something to…

Perfectionism Kills Confidence and Productivity

By Productivity Uncorked, LLC | June 16, 2020

An excerpt from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World Perfectionism is a blessing and a curse. We feel so good about ourselves because we can do it all (we think better than anyone else). However, we become our own worst enemy by insisting…

Is Working Long Hours Worth It?

By Productivity Uncorked, LLC | June 6, 2020

We often hear our clients say that they work 50, 60, 70, 80 (and sometimes even more) hours per week. Is this healthy and productive? The answer is most likely no. The time that you use to work overtime has to come from somewhere. Many times, we sacrifice family time; but often times, we give…