Women Financial Advisors are Ditching the Old School Model

It’s time women ditched the traditional model and kicked the old school training to the curb. The concepts of prospecting, selling and closing once the core tenants of all sales training have run their course but it’s time to change.  

Today women advisors have learned that in order to succeed at a faster pace they must incorporate a more authentic approach to attracting and serving their clients.

As women, the way we think, process information, our strengths, natural tendencies, and instincts are our true superpowers. But in an industry designed around what works for men our superpowers struggle to find their place and value.  It’s common to feel conflicted. Our natural instincts tell us one thing but the industry tells us another and one by one our powers get lost in the sea of testosterone.  

Determined to succeed and with limited options, we learn to adapt to the male model. Instead of tapping into our kick-ass toolbox of superpowers we instead use superhuman strength working long hours while making personal sacrifices to achieve the success we want. Over time we lose our once insatiable drive and determination as our energy wanes. It feels as if you have lost that spark that was once your beacon of inspiration. 

You know there is a better way to grow the business but with all the industry noise you struggle to hear your own voice. And yet you continually search for that key that will unlock your ideal path to success. 

But after years of attending mind-numbing conferences and reading slews of business books you continually turn up empty-handed. You realize you are not just looking for a new system, strategy or idea you are looking for a whole new approach to doing business that feels right. You want a model that makes success come easier more naturally while supporting your purpose and serving your clients more fully. 

Today women advisors are embracing a new fresh authentic approach to doing business focusing on relationships first.

This begins with open and honest conversations about life, sharing challenges, and personal stories.  Articulating your true purpose as a financial advisor openly and freely builds trust faster, the foundation of a highly productive client relationship. 

Instead of coercion and self-promotion women advisors are inspiring prospects with real stories, understanding, and compassion turning old school sales tactics on its head.  No longer manipulating conversations women are dropping valuable nuggets of information that sparks more meaningful conversations and interest.

Finally, by understanding what is truly important to the client or prospect, women advisors have learned how to motivate their contact to take the next natural step; to do business with you. 

As a woman advisor, it’s time to explore a new approach, new model, new style of doing business that feels more natural, is more effective and builds your business faster with less effort. 

It’s time to start leveraging your natural strengths as a woman to create a more meaningful and productive business. 

Related: Why Women Will Thrive In The Post-Pandemic World