Unleash Your True Value™ Blog
Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales
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...
5 Steps to Unleashing Your True Value
Your value as an advisor is more than money. It’s the sum of who you are and the unique expertise and perspective you bring to your clients. Many women professionals are reluctant to clearly communicate their value to others for fear of looking salesy or greedy. But...
5 Tips to Navigate Your Advisor Career Confidently
Drawing inspiration from Kathleen Godfrey's insights on the "Breaking Money Silence" podcast, this blog aims to empower you with practical advice to navigate your career confidently. Know Your Worth and Advocate for It Embrace the fact that your expertise and...
She Knows Her Value
Ellen Rogin, a CPA, CFP®, money expert, New York Times best-selling author, and seasoned financial advisor with over 25 years of experience, offers a wealth of knowledge and a unique perspective on thriving in the predominantly male financial services industry. ...