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
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.
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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
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.
PRODUCTIVITY IS THE RESULT OF EVERYTHING WE DO.
BLOG
Poor Time Management?
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
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!
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 (i.e. CPAs, Estate Attorneys, Bankers, Insurance, etc.) tend to be one-sided. They give referrals to other people while seeing…
Reduce Clutter and Achieve Financial Simplicity
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
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?
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…