Posts by Patty Kreamer
Five Things You Learned about Networking from Your Mother
Mothers are a beautiful thing. They care for us, nurture us, and teach us the dos and don’ts of life. I’ve learned a lot from my mother. Especially when she taught me all about life, love . . . and networking tips! I’m sure she didn’t realize she was teaching me about networking at the…
Read MoreA Dog’s Lessons in Networking
Some of you reading this might remember that I was the keynote speaker for Pittsburgh’s International Networking Day 2008. What most of you don’t know is that the day before this big speaking engagement, my dog, Kalar, passed away in my home. She was 15 years old. Her health had begun to fail and each…
Read MoreDo you long for long-term organizing success?
By Patty Kreamer, CPO® Welcome to January 2020! Did you know that January is National Get Organized Month? That’s right! What better way to start a new year than to have yourself completely organized and feeling totally in control of your time and space? If you’re like a lot of other financial advisors that we…
Read MoreCurrent Record is 129,000!
Adapted from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World In honor of National Get Organized Month, we would like to address emails. What’s the current status of your email inbox? The current record that we’ve heard from a new client is 129,000! That’s A…
Read MoreFemale financial advisors will be healthier with more women in the industry
An excerpt from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World In an industry heavily dominated by men, female financial advisors find it difficult to find female mentors, role models, colleagues, confidants, and champions. Female advisors tell us that they often experience a sense of…
Read MoreSexual Harassment Builds a Huge Barrier for More Women Entering Wealth Management
The #MeToo movement that began in late 2017 imposed a magnifying glass on a nearly invisible epidemic of sexual harassment against women across all walks of life and throughout various industries. Prominent and powerful men have been called on the carpet for behavior that until now has long been ignored, hushed, and/or silenced with millions…
Read MoreThe 29% Solution book is 10 years old!!!
Growing up in a small town outside of Pittsburgh, Pennsylvania, I never gave much thought to becoming a Wall Street Journal bestselling author. That is until I met Ivan Misner! In 2006 I was performing the role of Education Coordinator for my BNI chapter, the Circle of Excellence, in BNI Western Pennsylvania. One week, while…
Read MoreYour story … your connection
Do you know WHY you became a financial advisor? I mean the really deep reason behind why it’s important to you to help people manage their money, make smart financial decisions and create a secure future. Can you remember the moment you made the choice to pursue this profession? Can you remember a trigger in…
Read MoreLet’s Get Intentional!
What does it mean to be intentional? Webster says the definition of intentional is…“done on purpose” or “deliberate”. Likewise, the definition of intention is “an aim or plan”. We all know that this is the time of year when people make resolutions or write out their goals for the year. Resolutions have a very high…
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