I got so used to being the only woman in the room, I didn't even notice it anymore. Did you know that only 31% of sales leaders are women, even though 50% of the sales reps are women? I'm Amy Evans, after 25 years of sales leadership in corporate America, I now help technology and AI CEOs hit their number as a fractional CRO and sales strategy advisor. I also host the Women in Sales Leadership podcast, where you'll learn what it takes to lead at the highest level, withstand the pressure to deliver the numbers, and elevate your career without losing yourself. No fluff, just the real stuff of women in sales leadership. If you aspire to become a CRO, vice president, first time sales leader, or start your own business, you are in the right place. Follow so you won't miss the episodes every week.
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I got so used to being the only woman in the room, I didn't even notice it anymore. Did you know that only 31% of sales leaders are women, even though 50% of the sales reps are women? I'm Amy Evans, after 25 years of sales leadership in corporate America, I now help technology and AI CEOs hit their number as a fractional CRO and sales strategy advisor. I also host the Women in Sales Leadership podcast, where you'll learn what it takes to lead at the highest level, withstand the pressure to deliver the numbers, and elevate your career without losing yourself. No fluff, just the real stuff of women in sales leadership. If you aspire to become a CRO, vice president, first time sales leader, or start your own business, you are in the right place. Follow so you won't miss the episodes every week.
The Psychology of Wealth: How Financial Advisors Build Trust and Retain Clients
Women in Sales Leadership
36 minutes 27 seconds
6 months ago
The Psychology of Wealth: How Financial Advisors Build Trust and Retain Clients
In this powerful episode of Women in Sales Leadership, host Amy Evans sits down with Cindy Nagel—a Certified Financial Planner and expert in behavioral finance—to unpack the emotional and operational side of managing money. With decades of experience coaching financial advisors, Cindy reveals how communication styles, practice management, and behavioral insights can dramatically impact client trust and retention.
From her gritty beginnings in a male-dominated sales boiler room to leading advisory teams and becoming a go-to coach for financial professionals, Cindy shares stories that will resonate with anyone who's ever been the “only woman in the room.” She also offers practical guidance for women looking to choose the right financial advisor, understand fiduciary responsibilities, and take control of their financial future.
If you're a sales leader navigating high-stakes client conversations—or a woman ready to build real wealth—this episode is packed with insight, honesty, and inspiration.
Women in Sales Leadership
I got so used to being the only woman in the room, I didn't even notice it anymore. Did you know that only 31% of sales leaders are women, even though 50% of the sales reps are women? I'm Amy Evans, after 25 years of sales leadership in corporate America, I now help technology and AI CEOs hit their number as a fractional CRO and sales strategy advisor. I also host the Women in Sales Leadership podcast, where you'll learn what it takes to lead at the highest level, withstand the pressure to deliver the numbers, and elevate your career without losing yourself. No fluff, just the real stuff of women in sales leadership. If you aspire to become a CRO, vice president, first time sales leader, or start your own business, you are in the right place. Follow so you won't miss the episodes every week.
