We've created a new model centered around the unique strengths of a female advisor
I had never been good at being told what to do, I knew I had to follow my heart.
Thankfully I had the courage to take risks because of my upbringing. My mom has always been my greatest supporter (read story below).
And so I started to do things that stayed true to me. I ended up building a successful financial practice that focused on relationships over prospecting, inspiring over selling, and motivating over closing.
My desire to support and lead women blossomed and overtime I found myself coaching other women advisors, I became more interested in seeing them grow and flourish.
So in 2004 I left the financial industry to start my coaching practice, because I knew there were a ton of women advisors out there who faced the struggles I faced everyday. I wanted to help them know there is a better way. They can truly build something that creates the extraordinary life they've always wanted, their way.
Being a risk taker was part of my upbringing. I had so much courage because my mom was constantly whispering in my ear "Go for it, Adri." Every time I faced a difficult challenge her voice was the one pushing me forward.
Not only was my mom my biggest source of encouragement as I grew up, she eventually became my source of inspiration for what I do today.
Around the time when I became a young professional my mom, by the prompting of my dad, started to pay more attention to the managing of their investments.
Sadly the deck was stacked against her. She struggled to understand the technical aspects of investing that my dad and their advisor felt was important, like yield and pe ratios. Both my dad and their advisor made her feel small and insignificant. More importantly, she became convinced she was not capable of understanding. This frustrated the hell out of me and became a powerful source of motivation for my life.
My Mom never gained her confidence with money. Until the day she died she always needed my affirmation that she would never run out, this was so wrong.
Her story isn't an isolated incident. Far too many women today feel invisible, incapable and frustrated when meeting with their advisor.
That's why I focused my career on making sure women knew they were capable, they were heard, and they would no longer feel invisible when working with an advisor.
And far too many female advisors are told they need to run their practice following a male-driven model. I'm grateful to my mom, the biggest inspiration behind what I do.
I wanted to carve out my own niche focused on women within my firm. The response has been amazing externally with women and internally with my firm. I was even promoted to becoming a partner, my long term goal.
Adri is my amazing business coach! She has released me from the muck of the Securities Industry’s overly male-dominated ways of doing business and helped me realize that I am in fact not the problem…but the very solution! She’s a powerhouse.
You have taught me how to stay true to who I am. As a female on my team, my focus on women brings our value to a whole new level. It is my authentic voice that is creating stronger connections and differentiating us from the competition.
I walk away from our session motivated and energized. And I just marvel at your command on just the right thing to say and steps to take. I now have amazing focus and a clear process that everyone loves.
I was in a place of ambivalence and unable to move ahead. Adri helped me recognize that it doesn’t pay to try to be all things to all people. I am truly impressed with Adri’s ability to peel away the layers and get directly to the underlying issues.
Since working with you I have acquired about $60,000,000 in new AUM.