What's New

“Abundance is not something we acquire. It is something we tune into.”

Coaching: Tap into what your clients and prospects are not saying about money and take your practice to the next level with one-on-one coaching by Kathleen Burns Kingsbury, Lady Advisors’ Money and Emotions Expert. Learn how to work with unspoken money messages, how to ask questions that will motivate your clients toward financial change and how to develop a niche that will get you noticed.

As a Lady Advisor member, you will receive a complimentary 30 minute coaching session. If you decide to work with Kathleen 1-on-1, you will receive a 20% discount on your first three months of coaching, a $300 savings!

The first in our new column about trends in Financial Services in regard to women’s careers. Our first piece is on hiring women into the Financial Advisor position for training.

An important interview with Lewis Schiff, one of the top experts on marketing to, and advising, High-Net-Worth clients, especially those “Middle-Class Millionaires” in the $1-10 Million range.

Sales expert Shawn Greene discusses the concept of prospects who stall and launches a discussion on what to do.

Stephen Covey coach, Jennifer Yount, teaches the 13 behaviors that are essential to building trust. This is an extraordinarily important tool for Financial Advisors and can make a huge impact on business.

Lady Advisor sits down for an audio interview with Joline Godfrey, a top authority on children and wealth. She consults directly with families of wealth and advises top Financial Advisors on this subject. She most recently published the bestseller “Raising Financially Fit Kids.” Make an impact on your practice when working with High Net Worth families.

“The universe is full of magical things patiently waiting for our wits to grow sharper.”

Using the first two lessons from “6 Important Prospecting Lessons Learned From the Presidential Campaigns” as a starting point, Kirsten discusses the critically important idea of face to face communication and just getting in front of people to make a connection.

Kathleen Kingsbury introduces us to the “wise mind”, the balance between the rantional mind and the emotional mind. Helping your clients understand this concept, and getting them into this wise mind state will set the stage for better converstation and stronger financial decisions.