Stop Hiding in Plain Sight: The #1 Mistake Female Advisors Make
Having been in this industry for many years now, we’ve found one thing to be true:
Most female financial advisors we meet are phenomenal at what they do.
They listen deeply, advise wisely, and care a lot. They’re trustworthy, smart, and often outperform their peers when it comes to building lasting client relationships.
So why are so many still chasing—not choosing?
Why do so many say, “I’m doing great work… but I’m still not where I want to be”?
Because of one major mistake: They wait to be “discovered.”
They believe, “If I just keep doing good work, the right clients will find me.”
But here’s the truth: Great work alone doesn’t grow your business—visibility does.
Think About It This Way…
Why do women happily pay $98 for a pair of Lululemon leggings when there are plenty of cheaper options?
Yes—the quality is good. But it’s more than that.
Lululemon has a clear message.
It’s seen. It’s trusted. It’s known.
It represents something.
Your practice should, too.
You can be delivering world-class advice—but if people don’t see you or understand what makes you different, they can’t choose you.
Being the best-kept secret in financial services isn’t a strategy. It’s a stall.
If You Want to Attract, Not Chase—Start Here:
1. Speak Before You Feel 100% Ready
Don’t wait for perfect. Growth doesn’t come from hiding—it comes from taking action. You don’t have to keynote a national event. Start small.
Action Step:
Host a small, in-person gathering at your office. Invite five clients and ask them to bring a friend. for coffee, tea, and goodies from a local bakery. Lead a 20-minute conversation on something relevant and real—like “How Smart Women Are Rethinking Retirement.”
Keep it intimate, comfortable, and conversational. One small event can unlock five new leads.
2. Message Like a Human—Not a Sales Pitch
One reason women avoid “putting themselves out there” is they don’t know what to say. Saying, “I’m a financial advisor” can feel salesy.
But silence = invisibility.
Action Step:
Write one sentence that describes what you do and who you help—from a place of service.
For example: “I help high-achieving women design the retirement of their dreams.”
That’s not selling. That’s inviting.
3. Build Visibility Through Value—Not Just Investment Tips
People don’t need another market update. They need to see the real you.
Your values. Your energy. Your perspective.
That’s what builds trust—and trust builds business.
Action Step:
Commit to one high-quality LinkedIn post each week. Share something you’re proud of. It could be a client insight, a quote that guides your work, or even a story about walking your dog. (For the record, that dog-walking post—one of our most popular ever.)
Your job isn’t just to inform—it’s to connect.
Here’s the Bottom Line:
You can’t be invisible and influential at the same time.
If you want to grow, you have to show up—with purpose and intention.
Whether you’re ready to:
• Speak Up and clarify your message and presence, or
• Level Up with a client attraction system built by women, for women—
We’re here to help you build the business (and life) you actually want.
Too many smart, capable women are quietly doing the work—while others are getting the visibility and credibility as financial experts.
Hiding in plain sight? Not anymore—Let’s get you seen and heard.
👉 Book your free strategy session now—and let’s make sure the right people know exactly who you are and what you bring to the table.