You'll go home with a vision too big to fit in your bag...
Circle Training
From the Conference Room
to the Living Room:
Changing our Relationships
with our Women Clients
Our February retreat in the Washington DC area has been postponed until later in the year, but stay tuned for dates, as well as retreat announcements in Chicago, Atlanta, and California.
Our first Circle Training in January was a tremendous success, but with limited spaces we were unable to accommodate everyone. So we’re hosting another session.
Join us to deepen your own experience of circle while you learn how to design, host and attract women to your own money circles.
Join a group of like-minded advisors
“I came away with so much more than I ever expected… incredible new insights, invaluable materials to use for hosting a circle and wonderful new friendships.”
~Lynne Nahigyan, CFP®, 2012 retreat participant
On Thursday afternoon we will shift gears and socialize from 3:30 – 4:00, then spend a couple of hours in our learning circle, followed by a spectacular dinner at a nearby restaurant in our own private room. Then we will reconvene with a light breakfast at 8:00 am on Friday. On Friday evening, we’ll close with wine and cheese, more conversation, and send you on your way with a vision too big to fit in your bag!
~Kelly Stanley, CFP®, 2012 retreat participant
Our agenda will include an individual visioning exercise, a Circle Practicum and a Conversation Café, where you will learn about and experience two key hosting techniques that you can use with your women clients and prospects. We will also spend some time on practice management – how you can transform the way you do business to become an advisor that women seek out, trust, and can’t wait to tell their friends and colleagues about.
We're a company of women, so we do retreat prep in our pjs.
“Throughout history, women have congregated in circles not purely for companionship and conversation, but also to do important work. Yesterday’s sewing circles and quilting bees reappear today as book clubs, investment groups, and giving circles. All share education and helping others as their central purpose…”
- excerpted from the Directions blog, Holding the Circle.
Click here for more information on the art of holding a money circle.
