CLIENT SUCCESS STORIES
Susan Tackett, LUTCF, RICP, CDFA®
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 five 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!
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!
I remember completing the on-boarding questionnaire and cruising right through it, until the FINAL question “How will you measure success in our working together?” To that I responded “I’m not sure how to quantify it, but I will feel successful in our working together by feeling like I’m running my practice instead of it running me!”
So now, let me share the VALUE working with the Productivity Uncorked Team has helped me! I promoted production levels within 2 months of our working together and currently my production has seen a 22% increase year over year. I’m running a consistently profitable practice for the first time ever! My new asset growth is 16% and my pay is up over 23% year over year. Ultimately, my return on investment is 41%. But the best part is, I’m confident, I love where my practice is heading, and I’ve got time to serve a role on the leadership team that completely fulfills my values and my needs.
Please know that from the bottom of my heart I will always value and treasure the two of you more than you’ll ever know!
Anyone thinking about reaching out and working with Patty and Michelle — DO IT! Do it for yourself, your professional practice and your family. I will forever advocate and refer to Productivity Uncorked.
Trina Brown, CFP®, CSRIC®
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.
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.
Throughout the coaching, I have gained more confidence about myself and clarification of what kind of practice I want to build. Once my vision became clearer, decisions became so much easier. Now when things do not match my vision, I do not hesitate to say "No" as before. Saying No to people was challenging for me because I admit that I am a people pleaser by nature.
There have been many moments that I felt like I made breakthroughs throughout the training. The number of emails I received throughout the day used to overwhelm me, but not anymore. I have a clearer understanding of myself and why and how people do what they do, so I can effectively communicate with clients better. My week looks pretty much aligned with my Ideal week. I can finish my work around 5pm on most days, so I can focus on other things that matter to me personally. I am spending time based on what’s important to me. There is no way that I could have gotten to where I am today without Patty’s coaching. This is one of the best investments I have made in my life. If you are feeling stuck, like I was before, and you are serious about making a difference in your life, I highly recommend reaching out to Productivity Uncorked. Please know that there is no magic here. You have to do the work. As long as you are committed to the process, you will get tremendous results both at the professional and personal level.
Christina Hapanowicz, CFP®
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 audience 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.
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.
From a numbers perspective, my 2015 performance was similar to years past. In 2016 my closed business for the first 6 months matched a normal year’s performance and I had developed a pipeline of new business prospects for the first time ever. My list of prospects should put me on pace to exceed my stretch goal for the year which was 3 times more than my typical annual production. And I see things lining up so that 2017 should be better than 2016.
I now have fun every day! In my personal life, fun for me has been more time for personal things like vacations, working out regularly, and coaching my kid’s teams.
And work is FUN again! I am on top of what I want to achieve, I am seeing success in my efforts to add new business, I am having more frequent and better meetings with clients and centers of influence. I am so much more organized that I have less stress and I no longer worry that I am missing anything.
I can’t thank Michelle and Patty enough for the control and focus they have worked to bring to me.
Diane Pearson, CFP®, CeFT®, CDFA®, PPC™
I have known Patty and Michelle for years, but just started with their Productivity Uncorked training in January 2020. Their training has helped me to become more productive and focused on achieving my goals.
Great coaches, great content. Michelle and Patty provide excellent guidance plus the accountability to get things done! If you want to be more productive and improve your referral marketing Productivity Uncorked is THE source.
Moji Ajele Speaker Trainer
Michelle is a first class coach, author and mentor to many. Not only does she have a big heart and a love of helping people, Her book on Networking is one of the best in the industry. I highly recommend her.
Joellen Nelson, Financial Advisor, Edward Jones
“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 clients. Kudos for that magical combination.”
Michael Labos, CFP®, Gen X Wealth Partners
“When I came to work with Productivity Uncorked, I was frustrated from wasting a lot of money on unsuccessful marketing tactics. Traditional methods (client referrals) have been very inconsistent and few in numbers. I can honestly say that I have never been busier in my career than I am now after only 8 months of working together. I am focused on a niche market and recently closed a $1.3M referral from my networking group. I have so far generated 36% more in income and my trail income is up 18%. I am pumped!”
Dan H., President, a Pittsburgh based boutique wealth management firm
“Through the coaching and accountability that Michelle and Patty provided, our advisors were able to focus on their centers of influence to generate the referrals needed to add $50 Million in new client assets to meet our annual goal for the first time in 5 years.”
Dan M., a Pittsburgh based boutique wealth manager
“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.”