Truth be told, your mentors, coaches, and even successful colleagues in the industry have no clue how to handle this “new normal.”
Some say to just keep doing what you were doing before, but just do MORE of it.
Others try to "be with the times" and tell you to "reach out" on LinkedIn, but they have no idea how to get warm or cold prospects to pay any attention. The supposed "EXPERTS" in the industry are giving advice that's just guesswork with no proven results to stand on.
Even worse, they're typically men—who frankly just don't understand the pressures of being a businesswoman, a mom, and an “everything” to everyone else, all at the same time.
After 10 years as a CFP ® and financial advisor, I know it all too well.
I want to share a new way with you. A system for generating qualified appointments that WORKS for female financial professionals—because it was designed by one.
I know it works because thousands of women in the financial services industry have downloaded my tools and templates. And...I’ve helped many of these women go from $0 to $100,000, and others to reach 7 figures.
My strategies are currently being used by women at these companies (and many more):