What's New

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!

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.

Top author and coach Barbara Stanny is offering Lady Advisors an amazing deal on her one-on-one coaching package. It includes an initial 20-minute consultation, followed by 6 one-hour coaching sessions with Barbara and unlimited email communication. This package normally retails for $7,500, but our members can get it for only $2,550!

Special Offer for members only with highly regarded coach, Starla Sereno, from Fearlessness Inc. 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.

We are pleased to announce The Lady Advisor Directory, a prospecting tool just for our members. Soon to begin beta testing, this directory will allow prospective clients to browse a professional and well organized directory of women wealth professionals, from advisors and bankers, to attorneys and CPAs. Listings will be available only to Lady Advisor members at no additional cost (beyond a regular Lady Advisor membership), and participation is optional (you are not automatically added). We are really excited about this great new member benefit, so stay tuned!