How Kristen P Secured a Financial Advisor Promotion (and Already Secured Her Next One)

When Kristen P returned from maternity leave, she knew something had to change. Her career as a Vice President and Wealth Management Advisor was steady—but steady wasn’t enough anymore. She wanted a promotion. She wanted more compensation. And she wanted to spend more time with her family—without sacrificing client results.

But she didn’t feel fully confident that she could get there.

“I didn’t fully believe I could hit the number—but I wanted to try.”

That’s when she and I reconnected.

What followed was a four-month sprint inside the Freedom coaching program that changed her career, her confidence—and her compensation.

Reclaiming Her Power: The Moment Kristen Decided to Go All In

Kristen had already done some coaching with me in the past, but this time was different. The goal was tangible: a financial advisor promotion that would reflect her value and expand her leadership. And the timeline was tight—she had just four months before the promotion decision would be made.

In our earliest sessions, we mapped out a clear plan and began shifting her mindset from uncertainty to full ownership.

“I had to be mindful of what tasks were mine, what could be delegated, and what didn’t need to be done at all.”

We focused on essentialism: cutting out noise, strengthening client conversations, and helping Kristen step fully into the leader she already was.

What started as a 6/10 belief quickly became a 10/10 commitment.

The Tactical Wins: Promotion, Compensation, and Clarity

Kristen’s transformation wasn’t abstract.

She hit the revenue target—one she had never reached before—three weeks early. The promotion came with higher compensation, greater authority, and a renewed sense of purpose.

But the wins didn’t stop at work.

She began taking real time off with her family. She could turn off when she wasn’t working and show up stronger when she was. Her client relationships deepened. Her energy stabilized. And her belief in herself became unshakable.

“I realized that not being persistent enough was doing a disservice to my clients. I am the right person to help them achieve their goals.”

She wasn’t hoping to get promoted. She was leading like someone who already had.

The Bigger Lesson for Financial Advisors

If you’re a financial advisor aiming for promotion, Kristen’s story reveals what it really takes.

It’s not about working more hours or grinding through another quarter hoping someone notices you.

It’s about:

• Getting clear on your value and how to communicate it

• Building a tactical, time-bound plan to hit your targets

• Letting go of what no longer serves your growth

• Taking action with belief—even when the outcome isn’t guaranteed

Inside my coaching program, Freedom, we don’t do one-size-fits-all coaching. We work within the demands of billable-hour roles, client-facing responsibilities, and real-world promotion windows.

Kristen didn’t have time to waste—and neither do you.

Where Kristen Is Now—and What’s Coming Next

After her first promotion, Kristen didn’t stop. She kept applying what she learned, kept refining her focus, and continued coaching with me to support the next level of her career.

And now?

Kristen is on track to promote again at the end of Q1 2026.

Yes, two promotions in less than two years.

This is the power of momentum when belief, structure, and support align.

Ready to Secure Your Own Financial Advisor Promotion?

If you’re in a client-facing role and feel stuck between “doing great work” and actually being seen for it—Kristen’s story is your invitation.

You don’t need more time. You need the right strategy, applied at the right moment, with the right support.

Book a decision-making call now to see if Freedom is the right container for your next career move.

We’re not just talking about what’s possible.

We’re making it real.

Have you subscribed to my newsletter? If you’re a high-achieving professional aiming for your next promotion while raising a family, this is the newsletter for you. Each edition features real stories and tactical advice about finding your dream role, securing your next promotion, and reclaiming time without sacrificing your personal life. You’ll learn how to lead with conviction, ask for what you want, and take intentional action—even during high-stakes seasons like maternity leave or tight promotion cycles. Sign up here.

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What You’ll Learn From This Interview:

• How Kristen earned a financial advisor promotion in just four months after maternity leave

• The mindset shift that took her belief from “maybe” to full ownership of her promotion

• How essentialism helped her focus on the right opportunities—and stop overworking

• Why front-loading effort allowed her to finish three weeks ahead of deadline

• How this approach set her up for a second promotion less than two years later

Watch The Full Interview: