Productivity
Stretching Exercises for Your Financial Practice
Webster says this about the word “stretch”: “Stretch: To draw out to the full or fuller length, breadth, or extent”. A few years ago, I had an index finger on my left hand that seemed to go numb quite often. It was beginning to get ridiculous and it was also beginning to travel up my arm.…
Read MorePrepare Yourself for When COVID19 is Past Us – Adopt an Attitude of Intent
We are knocking on the door of a recession pretty hard right now. COVID19 is testing our stamina in many ways. The question that’s probably crossed your mind a time or two already has been, “What impact will it have on the success of my practice?” Or a more significant question might be … “What…
Read MoreLead Now and Others Will Follow
Due to the COVID-19 crisis, many of our normal happenings and ways of work have been interrupted with inconveniences that have crept into our workday. On top of the pandemic, a global financial situation is breathing down the neck of our next potential recession. Financial advisors are stressed. Investors are worried about their retirement plans…
Read MoreSo Now You Have to Work From Home!
If you’ve never worked from home and the Coronavirus is mandating that you do, it can be quite a challenge. For the past 26 years, I have worked out of my home and have coached many first-timers on making the move to domestic officing! I’ll jump right in: Several things to consider: Kitchen table or…
Read MoreWomen Have What It Takes
In honor of International Woman’s Day 2020 on March 8th, we would like to celebrate the women of wealth management. Women make great advisors. They inherently have certain natural qualities and characteristics that perfectly align with the profession of financial planning. Prospects who seek out and hire a financial planner are looking for certain features…
Read MoreMay THIS Force NOT Be With You! | How to Network Effectively
As we grow up into adulthood, we learn that we are surrounded by invisible forces. For example, the force of gravity – where would we be without it … literally? The force of magnetism … how would MRI machines work without it? The force of nature … it surrounds us with its glory and impressive…
Read MoreKeep Your Biases Away from Your Referrals
People come with built-in biases. You may not be aware of your biases but they exist. And many people have biases about networking, especially with individuals outside their normal frame of reference. Our biases cause us to leave money on the table every day by blinding us to opportunities that are right in front of…
Read MoreFive 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 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…
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