Productivity Uncorked Raving Fans


”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

“Working with Patty and Michelle has revolutionized my business.  A year and a half into my coaching relationship, my revenue has increased by 40%, I have a full time business partner and a solid plan for taking my business to the next level.  I have implemented fees for my time and no longer give my hard-earned knowledge and experience away.  In addition, my confidence in working with centers of influence has increased exponentially and best of all, my clients can tell the difference!  I could not more highly recommend these ladies as business coaches. They are resourceful, professional and friendly. But best of all, they know how to help you get the results you are after!”

“As a young advisor, I feel very lucky to have the opportunity to work with Productivity Uncorked. The calls with Michelle and Patty are just amazing! I am in my second year with them and I’m still learning so much. Michelle has raised my confidence with asking for the business and has helped me to be a lot more focused. She has given me great language and guidance to help me begin to contribute to my firm by bringing in more than 4 Million in assets with several new clients. After speaking with Patty, my productivity did a total 180! I look forward to a long relationship with Productivity Uncorked.”

“Patty and Michelle offer a powerful 1-2 punch! After 15 years in the business, they provided me with skills that allow me to effectively run my business, instead of having it run me.  Patty helped me create capacity in the branch, and Michelle helped me create a process to identify and attract the ideal client.  Kudos to the Productivity Uncorked Team for that magical combination. ”

“I am the happiest and most focused that I have been in years. I’ve belonged to a diving group for five years and have developed many great friendships from around the country. I’ve never quite known how to talk about what I do to this group of people. Michelle helped me with the language I needed to talk about what I do and with the confidence to put myself out there. Because of following Michelle’s advice, I came home from my last dive trip with a 2.5 million dollar prospect.”

“You two are amazing women! We celebrate women like you today on International Women’s Day. The positive energy you both had at the Women of Wealth Management Happy Hour last night was so contagious! That event was awesome. I can’t tell you enough how much I thoroughly enjoyed myself and I met some great connections! I am so grateful to have been there and cannot wait for the next one in June!”

”I’m much more in control! Before I started coaching with Michelle and Patty at Productivity Uncorked, I was out of control, not making the money I knew I could and I was having NO fun at work. Through my 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

“Michelle taught me how to leverage my relationships more effectively for better referrals. Because of her coaching, I have had a stellar year, surpassing my financial goals and even setting a personal best record for my performance. In our first year of working together, my revenue increased by 20% and I increased my client referrals by 50%. In our second year, I nearly doubled the previous year in 8 months! For the first time in my career, I reached MVP status.” Read More

“I worked with Michelle and Patty throughout all of 2014. The company goal for me was 10 million for AUM when we began. I ended the year with $20 million and will be continuing my coaching with them for 2015. Michelle helped me to solidify my relationships with specific COIs and Patty was instrumental with helping me to get organized so I could continue to bring on new business.” Read more

“I increased my revenue by 130% as a result of working with Michelle and Patty!”

“After years of working closely with Michelle, I can tell you we really knew very little about getting referrals back then. We have since learned there is a difference between getting a referral and getting the right referral. We have learned how to effectively and strategically lead our relationships to generate consistent referrals. The growth of our firm has proven that Michelle’s system works! With her help, we have grown an average of 14% per year for the last 5 years.” Read more

”I am seeing more steady referrals. Before Michelle and I started working together, I saw 1-2 referrals every 2-3 weeks. Now I’m seeing 3-5 per week! I’m asking more questions, staying top o f mind and closing 85% now. I’m crushing it! It looks like I will be ranked number 2 in the nation in only my first full year!”
Katherine 'Kat' Colvin
Susan Tackett
Christina Hapanowicz
Joellen Nelson
Esther Halt
Larissa Callas
Mike-Giammatteo-head-shot-650x500Mike Giammatteo
Karen Bostick Testimonial pictureKaren Bostick
Dan testimonial pictureDan Meyers
Christine Pikutis-Musuneggi Testimonial photoChristine Pikutis-Musuneggi
Christopher Musuneggi Testimonial photoChirstopher Musuneggi
Patrick Bell photoPatrick Bell