You'll go home with a vision too big to fit in your bag
Circle Training
Save your place! Two more circle retreats to be held in McLean,Virginia.
June 6 – 7
(Click here to register)
or September 13 – 14
(To reserve your space for this retreat, email us at DirectionsForWomen@me.com )
To ensure a rich experience, space is limited to 20 advisors for each retreat.
“From the Conference Room to the Living Room”
Changing our Relationships with our Women Clients
Join us for one of our Circle Training retreats to meet like-minded advisors and deepen your experience of a women’s circle gathering. You will learn how to design, host and attract women to your own circle, while discovering how it can grow your practice and deepen your relationships with your female clients.
Our first Circle Training in January was a tremendous success…
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 our first afternoon together, 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 the next day with a light breakfast at 8:00 am. That 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.
Retreat fee is $450 (click here to register),
or $380 for subscribers (click here to register with the subscriber discount).
Click here for more information on the art of holding a money circle.
