What's New

In The Sassy Ladies’ latest discussion, learn how Zen practice can transform your work and your life.

Lady Advisor’s own Marrianne Talbot met up with members in New York for the Women’s Leadership Exchange; check out the photos!

We’re pleased to announce our new Discussion Leader: Estate Planner, Karen Brady! Join in her first discussion on client goals vs. a numbers game.

Dr. Stacey Radin discusses managing the economic rollercoaster. Take the resiliency quiz, and learn the 10 important steps to building more resiliency.

Win a Lady Advisor Goodie Bag!
Share your holiday client ideas — whether it’s gifts, events, or special communications. Any member who posts an idea will be entered to win a fabulous Lady Advisor Holiday Goodie Bag!

I had the great pleasure of interviewing Law of Attraction Master Coaches, Jeanna & Eva about their new book, Life Lessons For Mastering The Law of Attraction! They are truly a very inspiring duo. In this audio, they discuss how to use Law of Attraction and apply it directly for business and for life to see and feel a real difference of prosperity and abundance.

“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.