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.
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.
In week four of the Investing in your Greatest Asset program, coach Starla brings us through an important exercise to purge your negativity and reset attitudes.
Investing In Your Greatest Asset Week 3 of this 6 week series. This week is a simple yet powerful exercise that will surely boost your confidence.
Week 2: In this second part of six steps, Starla helps you to review and re-evaluate your vision statement.
Lady Advisor talks with Mindy Diamond, head of one of the top recruiting firms on Wall Street, to discuss opportunities specifically for women Advisors — right now.
Lady Advisor interviews emotions and money expert Kathleen Burns Kingsbury. Kathleen discusses the most effective way to approach clients & prospects during this time of volatility and uncertainty.
Week 4: Building Your Ideal Business. The Sassy Ladies continue the path on the wheel by going through Financial Management and Organization/Time Management.
Business biography expert, Holly Reslink, discusses why a business biography can create more business and the top things to include in a compelling biography.
Week 3: Building Your Ideal Business. Helping you work on the next three areas of your business: Strategic focus/planning, Networking and Customer service.
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Are you ready to get more clients and assets? Become a member today and have access to extraordinary systems and resources that can make that possible!
