Unleash Your True Value™ Blog
Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales
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. ...