Katie Coleman

Katie Coleman, CFP®, is a Financial Advisor and President of Coleman Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has been in the financial services industry for 15 years and is passionate about helping people achieve their financial and life goals.  In 2012, Katie became a partner at the firm and together with her business partner trained over 600 financial advisors across the country. She was named as one of Long Island Business News’ 40 under 40. She has been quoted as a financial expert in publications such as the Wall Street Journal, NY Post, and the Long Island Business News and appeared on CNBC’s “On the Money." In 2018, she was recognized on the Forbes America’s Top Next Generation Wealth Advisors List and identified as one of the Ameriprise Working Mother Top Advisor Moms.  In September 2018, Katie started her own wealth advisory practice: Coleman Financial Group. Coleman Financial Group is passionate about protecting you and your families from the unexpected. 

Get Human Again: Make Easy Personal Contacts with Clients with Katie Coleman

Today, we meet a good friend and fellow hometown dweller of Jim on The Agent’s Growth Academy Show. Guest Katie Coleman is a genuine and inspiring human being who focuses on humanity. Among additional achievements, Katie is a financial planner with 15 dedicated years to the industry. She’s trained over 600 financial advisors over the country and earned several awards, one of which is in Forbes. Katie will talk with our host, Jim Schubert, about the absolute necessity of making real and lasting connections with your clients and employees alike by not being afraid to be vulnerable. Listen in and get inspired to slow down, pay attention, and make a real impact.
We need to become comfortable with asking difficult questions and not just covering the surface.

3 Key Takeaways

  • How you can pay it forward by doing right by your clients
  • Why you need to get comfortable asking difficult questions
  • Simple things you can do (even in the mail) to make a better connection

Listen To The Full Episode Below

CUSTOM JAVASCRIPT / HTML

Episode Show Notes

[2:33] Katie shares about the charity boards she serves on

Focusing on children with pediatric cancer and chronic illnesses
Lessening the burdens of the families and loved ones
“I’m a firm believer that we need to pay it forward and help our communities and just do right by one another.” -Katie Coleman

[4:05] Sharing your story with everyone you encounter in order to make connections

Also being comfortable to have uncomfortable conversations
The pivotal moment for Katie that inspired this
A crisis occurs as a catalyst for conversations
When her father’s second wife died
Having the awkward but necessary conversations with him
“We need to become comfortable with asking difficult questions and not just covering the surface.” -Katie Coleman

[7:00] How Katie had the courage to start that conversation

Just being all in
The greatest challenge we face is really being able to protect the ones we love
This applies as well to communicating with a team of trusted advisors
Open up to be vulnerable and allow the others to be vulnerable
“We are in the people business! We are asking for their trust and confidence. We need to be willing to share with them.” -Katie Coleman

[11:10] Looking at it from a sales standpoint

The trust chemical in our brains
What about social media?
Absolutely connect with them!
Share what you do outside of the office with others to show your humanity
The role of storytelling in personal connection
Client problems aren’t always just financial

[16:25] Why Katie thinks we need to slow down

If people email or text back, try to hear from them through their voice to get a realer assessment
So much can get lost in translation

[18:30] Katie’s suggestion to those looking to make a personal connection without bugging their clients

“If someone is throwing up a wall, I want to thoroughly understand why.” -Katie Coleman
Katie’s recent call with a wife client
You’ve got to be all in with a team of trusted advisors who can help in ways you can’t
Be in the present and really listen
Try shutting out your phone during conversation

[23:42] It’s easier now more than ever to make personal connections

How Katie connects with her clients
Writing personal letters
It’s not time consuming!
How Jim connects with his employees and clients
Sharing marshmallows
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[28:55] One piece of tech Katie can’t live without

Her organized calendar
It’s integrated with work and home life
Using Outlook
How Katie helped Jim to organize his life better
Have professionals who will help you to stay accountable and grow

[33:00] A book Katie recommends

The Maxwell Daily Reader by John Maxwell
15 Secrets Successful People Know about Time Management by Kevin Kruse
Business Secrets from the Bible by Rabbi Daniel Lapin
Jim’s current book: Stories That Stick by Kindra Hall
Get a free audible book, courtesy of Jim!
Jim’s recently finished book: Talk Like Ted by Carmine Gallo
Shoutout to Risk Renovations!
Telling about a client who’s family member died in a house fire
Protecting families from tragedies is what we do!

[42:06] A final piece of advice from Katie

“It’s important to be humble. It’s important to be honest. And it’s okay to make a mistake.” -Katie Coleman
Just communicate the mistake. It’s all about the recovery and transparence
Have fun with what you do!

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