Adri Miller-Heckman · Entrepreneurship & Business Development Expert

During a recent trip to Portland Maine in a used bookstore I picked up a fabulous book titled Meeting the Madwoman by Linda Schierse Leonard (it was originally printed in 1993 and yet is SO relevant today). The concept of the book is that as women we have been programmed to be a certain type of woman; you only have to watch one episode of Leave it to Beaver to know what I am talking about. Although our lives are much more fulfilling today we still struggle with the notion of traditional programming.

Based on this concept, the author Linda Schierse Leonard states that every woman has …

Virtually every financial advisor wants to know: how can I accelerate the new-business process?
Finding qualified prospects is not easy; they must have substantial assets, a clearly identified need, and a desire to move forward. Getting to this point can take weeks, months, even years of follow up by the advisor.
This process can be notoriously time consuming and frustrating – especially when your prospect has already confirmed they need and want your services, but then spends weeks, sometimes months, getting paperwork signed and processes started!
Not only does a lengthy process take …

The continuously-evolving financial services industry has returned to seminars as the most effective method for building a business as a financial advisor. With continued corruption, regulatory issues and overall lack of trust in the industry, the stage is set for a new way to incorporate seminars into your practice.

With an ever-increasing base of products and services, combined with growing demands on everyone’s time, an effective seminar program can attract more clients, generate more referrals, and enhance all of your marketing efforts while saving you both time and energy. It’s time…

Before becoming a Financial Advisor Tricia had always achieved success in every position she held. As a corporate executive she was continually promoted and given additional responsibilities that advanced her career and showcased her talents. She lived by deadlines, welcomed a challenge and was highly competitive. She made the decision to change careers and become a Financial Advisor in order to leverage her experience in the corporate world to help others manage their financial lives. This combined with her desire for a more flexible schedule conducive to family life was all the motivat…

Men have created the culture and lead the financial services industry for years; they have set the standards and the protocols and look where that has gotten us!

Clients today are looking for financial advisors who have empathy, emotional connection and genuine concern for client well-being, a great fit for the female advisor. So why aren’t women advisors achieving greater success?

I have coached hundreds maybe thousands of Female Advisors and I can’t keep quiet anymore. Female Financial Advisors are consistently pressured to conform to the unspoken protocol and traditional methods fo…