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Archive for the ‘In the Forums’ Category

Coaching Week: The Art of Self Promotion

Thursday, February 12th, 2009

Understanding your personal and professional value is important, but the real secret to long term business and financial success is being able to communicate this value to your clients, your boss, your colleagues and your prospects. During this coaching week discover the psychological and societal reasons women don’t brag, tips for overcoming these barriers and ways to practice and have fun with self promotion.

As part of this coaching week Kathleen will explore the following in teaching effective self promoting methods you can apply to your advisory practice.

Tele-Class Follow-up: Business Planning Discussion

Tuesday, February 10th, 2009

If you missed the great tele-class earlier this week from The Sassy Ladies, check out the online follow-up discussion. Whether you were on the call or not, now is a great time to ask biz-planning expert Wendy your questions in the forums!

How Do I Close?

Thursday, January 29th, 2009

How to close more business is one of the most common questions. Sales Goddess, Shawn Greene, reveals that the answer lies in how you see things.

Welcome Adri Miller-Heckman to Lady Advisor

Wednesday, January 28th, 2009

Adri is an FA coach specializing in working with women FAs. Check out her posts & welcome her to the Lady Advisor community!

“Ask Jennifer”: Time Management for Work/Life Balance

Sunday, January 25th, 2009

Visit this new forum for specifics on integrating your career goals and plans with your whole life. How do you manage all of these when there is only 24 hours in your day?

In the Forums: Closing Couples

Wednesday, January 21st, 2009

Join the great discussion in Shawn’s new Ask the Sales Goddess forum about closing business with couples.

Conversations About Time Management Tools

Tuesday, January 6th, 2009

An excellent forum discussion is going on about time management tools for the new year. Come and join the conversation.

How Niche is Too Niche?

Monday, December 22nd, 2008

There is a great discussion going on about niche marketing. Join in and ask your questions or post your ideas and thoughts.

Holiday Cheer Idea Exchange

Sunday, November 23rd, 2008

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!

In the Forums: Who’s Offering Up Support?

Tuesday, October 14th, 2008

Share your experiences about which mutual fund companies are providing the best support and research to advisors during the financial crisis.

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