Women: Stop Talking About Work-Life Balance!
There is no doubt that the wealth management industry has a dearth of successful women. Part of the reason, I’ve found, is that many women in entry or mid-level careers keep searching for the wrong types of mentorship and advice. In this article, I assess best practices in finding a true mentor that can actually help you get to the next level in your career in wealth management.
Amy featured in Barron's on SEC's proposed advertising rule overhaul
Amy in Barron's on How to Measure the It Factor in Sales
To be good at sales doesn’t necessarily require you to be an extrovert versus an introvert. However, there are some qualitative and quantitative measures that must be met by anyone looking for success in sales. If your team is in growth mode and looking to see if you have skills that can be coached around for business development, versus talent that may not be fit for sales at all, read the following article published in Barron’s by Amy Parvaneh.
Amy's Barron's Article: Women, It's Time to Make it Rain
Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. Here we share our suggestions on how women can overcome their fears and be more represented in the wealth management sector.
It's hard being on top
Tools to Make You Feel Good and Productive Every Day!
How millennial advisors can feel more authentic when presenting to older investors
Many times, millennial advisors and those just entering the industry get quite intimidated proving their value and worth to a successful prospective or existing client, particularly when there is a huge dispersion between the advisor’s age and that of the investor. Traditionally, the methodology to get around this fear has been “Fake it til you make it”. Our Introversion Coach, Heidi Brown, states otherwise.
To Be Most Productive, Stop the Haunting from the Ghosts in Your Past
Are there specific triggers that stop you from performing at your best in your career and with your clients? Are there fears you have about putting yourself out there to develop more opportunities for yourself and for your team? Those may be due to ghosts from your past, which Sarah Hodges, our productivity coach, describes here.
Introverted in Personality but Want to Grow Your Practice? You definitely can!
Appearances Deceive, Conversations Reveal in Hunt for Clients
Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.
Why More Financial Advisors Should Hire a Sales Coach
Sales Doesn't Have to Be a Yucky Word
Can You Spot the Hidden Second Tiger?
Brilliant Steve Jobs Speech on how he turned around Apple's messaging
Amy Parvaneh's Top Three Sales Strategies
Barron's Article: To Earn More Money, Maximize Your Time
The number one constraint holding us back from growing our practice is time. With so many obligations, from family to client servicing, it seems like a waste of time to go to a networking event or take out a referral source to yet another lunch. Read this article we published in Barron’s to hear our views and recommendations for better managing your time.
Barron's Article: Women, It's Time to Make it Rain
Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. But there’s a deeper obstacle, one that I’ve seen consistently in my own successful advisory career and now as an advisor coach. Very simply, most women are afraid to bring out their persistent, more forceful nature—they’ve been conditioned to keep it under wraps. But that nature is essential to get in front of more opportunities and close business. Here's how to conquer that.
To Earn Trust, Tell Clients Your Personal Story
Sometimes, the best marketing collateral you need is yourself. Take some risks by doing something very simple: Being you! This can not only intensify your existing client relationships, but it can help showcase to your potential clients why you are different than their existing advisory relationship.
