Unleash Your True Value™ Blog
Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales
5 Signs It’s Time to Leave Your Broker-Dealer
When it comes to your financial advisory career, a healthy culture is crucial for growth, happiness, and success. But what do you do if your gut is telling you it may be time to leave? On a recent episode of the Breaking Money Silence Podcast, Alanah Phillips, a RIA...
10 Questions to Ask Yourself as You Prepare for a Difficult Money Conversation
The key to business success is good preparation. The same philosophy applies to difficult money conversations such as asking for a raise, collecting an overdue account, or negotiating royalties with the publisher of your new book. The preparation stage requires you to...
Harnessing the Power of Working Moms
Today, we delve into the untapped economic potential of working moms. I had the pleasure of speaking with Carla Titus, a financial expert with over seventeen years of corporate finance planning experience and the founder of Wealth Worth Within, recently for the...
Why Bartering is Bad Business
Do you barter your services with other professionals? If so, you need to know that bartering is bad business. It may seem like a great idea, especially if you are uncertain or anxious about setting fees and asking for money. But you need to put on your big girl pants...
5 Best Practices for Developing a Strategic Plan
On a recent episode of the Breaking Money Silence Podcast, listeners learned that creating a strategic marketing plan is essential for any business aiming to achieve long-term success. Our guest, Susan Gold, the founding partner of Susan Gold Coaching, shared her 5...
3 Signs It’s Time to Set Better Boundaries
You may be excellent at negotiating your fees with clients, but struggle to establish and maintain boundaries with them. If this is the case, then this blog is for you. Here are 3 signs that it’s time to set better boundaries at work. Sign #1: You are resentful. If...
5 Tips for Attracting More Women to Your Wealth Management Firm
Wealth management firms continue to struggle to attract and retain female advisors and women continue to be underrepresented in the financial industry. Recently, I had an interesting discussion with Kate Healy of Advocate IQ on my podcast, Breaking Money Silence where...
Empowering Women Financial Advisors
Recently I had a conversation with Jessica Willis, Founder and CEO of Pocketnest discussing the importance of including women in financial planning practices, the value of women's perspectives and experiences in creating comprehensive financial plans and the benefits...
5 Tips for Black and Brown Female Advisors
Being a black or brown female advisor in the financial industry comes with its unique set of challenges. From navigating biases to communicating value effectively, there's a lot to consider. I turned to Lazetta Braxton, a trailblazing advisor and friend, to share...
Communicate Your Value as an Independent Advisor
Cameo Roberson, founder of Atlas Park Consulting was a recent guest on the Breaking Money Silence® Podcast. In our time together, we discussed common roadblocks women face in this industry and the unique challenges advisors of color often have to overcome. Besides...