The last year has been tough, and female financial professionals have felt pulled in many directions.
There is an art to prospecting, and a formula that helps close prospects in the first meeting.
The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.
Your plan for 2021 should focus heavily on how you are going to market and meet virtually
You'll need new ideas to take your business to the next level, and you need time to develop those ideas
If you want to grow your business, establishing a weekly planning ritual is a great place to start
When I started out, I had a policy that I would not work with any family, friends or neighbors
Telling your personal story will work against you if all you focus on are your industry accolades; it only works when you exhibit humility
In a competitive situation, female advisers have a sense of empathy that helps them relate to clients on a personal level
You have to identify your target market, locate potential customers in your target market, find ways to attract or get in front of them.
