Archive for June 28th, 2010

Last night I was reading an article about the top 10 female financial advisors.  Most all of these advisors had well over a billion dollars in assets under management.  They all had a different philosophy and even area of expertise or specialty.  They were from all over the country but there was one thing they all had in common, they all were driven by a purpose.

For those that read my blogs and newsletters you will know that I feel very strongly about the differences between men and women and often preach about the need for women to better leverage their natural strengths not just follow the path set before them.  In the past I have always found that the more senior women who had “made it” somewhat rejected this concept, and actually expect other women to pay their dues (conform to the male standards) as they have done.  That was NOT the case with these women and it was SO refreshing.

One woman focused most all of her efforts on legacy planning, forcing issues that were uncomfortable for the client but were purpose driven by the advisor.  Another woman specialized in helping the “millionaire next door” client spend all they have earned enjoying their lives until the end.  Another focused on income needs of clients taking a more conservative bond strategy complimented by a “Put Option” strategy, her purpose was to provide income while helping nervous clients feel less concerned about the volatility, something she was passionate about. 

I could go on but the purpose of THIS blog is to again impress upon you that when you know your purpose, when you know inside what it is you are truly trying to do for your client, when you know the aspect of your work that really feels good and natural, GO WITH IT.  This article only confirms that women ARE driven first by a purpose, find your purpose and the rest will follow.