Today, Angela Dorsey, fee-only advisor and financial advisor to women and couples, shares the success principles she has applied to gain clarity, master focus, get more affluent clients, and increase her revenue by 31% in her conversation with Annette Bau.
Do you want to know what one advisor did to serve more professional and entrepreneurial women while increasing her revenue during the pandemic, when many advisors are struggling?
As a business coach to advisors and entrepreneurs, I can tell you what to do until I am blue in the face. But when a fellow financial advisor shares the inside scoop of what she did, somehow it becomes more real and doable.
In TMI Bonus Episode 113.5: Insider Conversation with Angela Dorsey, I sit down for a discussion to learn exactly what she has done regarding her success formula including foundation, strategy, and execution.
After a successful, 20-year, corporate career, Angela Dorsey made the decision to follow her passion and help professional and entrepreneurial women and couples create and implement their financial plan. And she has done an amazing job. But she wanted more. She wanted to impact more affluent women and couples and grow her business so she could do more good in this world. And today, she shares her journey as well as the specifics of what she is doing to serve her ideal clients and achieve success.
Click the image to watch today’s episode:
In today’s conversation you will learn:
#1: The Morning Ritual That Sets You Up for Success
Success begins with a plan and ideally starts the day before. Angela shares the step-by-step of her day and what she has done to show up at her best.
#2: The Inside Out Shift
Our outer results begin with our inner mindset and beliefs. Angela shares what she is doing to master her focus, gain clarity, and (more importantly) execute her plan so she is getting results.
#3: How to Create a Strategy to Get Results
To achieve results, you need a strategy you can consistently execute. In today’s show, you will learn the exact strategies working during the pandemic for maximum growth.
#4: Creating a Virtual Team
Many advisors and entrepreneurs are looking to hire a virtual team in the “new normal” environment. Angela shares what she has done and how she has created a virtual team that she delegates to, allowing her to focus on the high value activities that are critical to her bottom line.
#5: The #1 Action that Produced the Biggest Gain in Results
Angela holds nothing back. In our conversation, she shares exactly what she did to increase her results and why it is so important (best news of all, anyone can incorporate this skill!).
Learn more about Angela Dorsey here: Dorsey Wealth Management
Here is the link to watch today’s episode: The Success Principles – Annette Bau’s Advisor Conversation with Angela Dorsey
To Your Happiness and Success!