What's New

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.

Kirsten will host a conference call on giving effective seminars. Seminars are a very powerful tool in bringing in new clients. If you do them well, you will prosper tremendously.

In this session we will discuss:

• Which seminar and event subjects appeal more to prospects right now
• Creating invitation language that is compelling and gains more attendance
• Honing down the audience you would like to truly target
• Creating a seminar campaign that snowballs for more business

The following was an open letter to members from LadyAdvisor’s founder.

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Dear Ladies,

I challenge you to be a part of the change — closing the gap for women on Wall Street!

What would it be like if global capital markets decision making were conducted by a more diverse group of leadership minds: 50% women? Would it be different? I put it to you to ponder.

I am sure you are very aware of the consistently low number of women Wealth Advisors on Wall Street and within Financial Services around world. It is currently estimated that women make up less than 20% of the Advisors in the U.S.

This has remained virtually unchanged for many years, even with the growing numbers of women investors. The Insurance Advisory Board estimates that women will control $1 Trillion (60 percent) of the wealth in the United States by 2010. According to a survey by the Opinion Research Firm and Securian Financial Group, women often prefer to work with female Advisors at a rate of approximately 3-to-1. What an unbelievable opportunity. Be prepared to receive this and also be a part of closing this gap. (more…)

Special Offer for members only with highly regarded coach, Starla Serino. Starla has extensive experience working specifically with women Advisors.

Executive Coaching Package. What makes a top producer? Focus. Clarity. Action. In this intensive 12-week program, you will evaluate your proficiency in the 5 Critical Elements of Success — sales, marketing, communication skills, personal branding and time management. You will walk away with a simple business plan that will give you the focus, clarity and action steps that you need to make 2009 your best year yet.

Includes:

• 12-week program includes twelve 45-minute meetings (by phone or in-person)
• Weekly customized assignments
• Professional Image Assessment and Recommendation
• Unlimited email support and phone check-in’s

Just for Lady Advisors: Free 30-minute consultation & $200 off the first month.

In week 5, coach Starla introduces “Treasure Mapping”. Instead of looking at life and business from a 10,000 feet, the next step is to map out more tangible steps that you can take over the next 3 months.