How I teach advisors to build relationships that can open doors🚪

🎙️ Welcome to the Activation for Advisors series…

It’s been a few weeks since I landed in your inbox—blame Barcelona, Paris, New York, Chicago, and Las Vegas for that. But all that travel gave me the perfect opportunity to map out my Activation for Professional Advisors framework—so now, I’m giving you the inside track.

As you know, I use this newsletter to share behind-the-scenes insights from working with top executives in technology, finance, real estate, and innovation.

Last year, an executive pulled me aside and said:
"I want you to teach my team how to do what you do. I want them to build relationships like you."

And with that, Activation for Advisors was born.

Over the next few newsletters, I’ll break down the exact strategies I teach in my three-month program—so that you can start applying them right away.

What You’ll Learn

This isn’t transactional sales. It’s Activation—a structured, repeatable system to expand your reach, build influence, and future-proof your business in the age of AI.

In upcoming editions, I’ll give you:
✅ A behind-the-scenes strategy from my work with executives and advisors
✅ Tactical ways to strengthen key relationships without feeling forced
✅ How to use AI to amplify (not replace) relationship-building
✅ A step-by-step playbook to create momentum that compounds over time

Because building a high-value network isn’t about who you know—it’s about how you show up consistently, credibly, and in a way people remember.

How Activation Works for Advisors

When we work with teams of advisors, we guide them step-by-step over two to three months—diving deep into Activation strategies that transform the way they build relationships and drive business. It’s an investment, and it delivers.

When they reach the other side, these advisors don’t just know how to “network”—they become influential connectors who receive inbound opportunities directly to them as a result of their friendships, professional network, reciprocity, trustworthiness, and yes even a bit of their likability.

To give you a sense of just how much I’ll be sharing with you over the next few editions, here’s what our full Activation for Advisors program delivers:

🔥 Immediate High-Impact Actions – Advisors walk away with strategies they can use right now to start seeing results. No fluff—just actionable tactics that create momentum from Day 1.

📝 A Personalized Activation Plan – We help advisors map out a long-term influence strategy based on their strengths, network, and business goals—so they can build connections that matter.

🔄 The Momentum Flywheel – A repeatable framework that takes relationship-building beyond sporadic outreach, creating an engine of ongoing opportunities and influence.

⚙️ A Seamless Activation System – The program is designed to integrate directly into team leadership, so advisors stay engaged without adding more manual oversight to your plate.

🚀 Influence Mastery – We bring in external thought leaders to share insights and strategies, expanding advisors’ perspectives and sharpening their approach.

This isn’t some GPT-generated networking playbook. It’s a proven system—one I’ve refined by working with top leaders and their teams. And now, you’ll be getting the core strategies right here, for free.

What This Means for You

By the time we’re done, you’ll have:
✅ A repeatable Activation strategy that positions you as a sought-after connector
✅ The ability to use AI as an amplifier, not a replacement, for relationship-building
✅ A long-term referral flywheel that continuously generates business
✅ The authority, influence, and deep relationships that lead to compounding opportunities

If you’re in finance, tech, real estate, wealth management—or any firm looking to train your advisors on a long-game, high-ROI approach to business development—this series is for you.

This is about compounding momentum, influence, and long-term success, and I can’t wait to share it with you.

Have questions you want covered? Reply and let me know.

Until next time,
Nicole

P.S. Want your advisors to learn from us directly? We can do that. Reply back to me to learn about our 2 and 3 month programs for teams.

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