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“How To Draw A Circle”
Presentation by Elizabeth Jetton, CFP®, coach, and former President of the FPA
~Recording available * (see note below)~
Cost – $39
(Click the button above to purchase the recording.)
An introductory training offered by Directions in the art of leading a “circle gathering about money” for women that can:
- Empower women so they gain confidence
- Educate them in a way that resonates and inspires them to better decisions and action
- Encourage them to engage effectively with a financial advisor
Directions would like to invite you and your colleagues to listen to our webinar on how to organize and lead a “Money Circle for Women”, an innovative facilitation process that can be an effective way to reach potential clients in a creative and meaningful way, deepen your relationship with current female clients and offer a valuable learning experience for them.
We believe that in order to be effective in attracting women to become clients and in serving them well as clients, we must consider not only WHAT we say, but HOW we communicate.
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. Research confirms that women process, learn and make better decisions through having conversation and making connections of meaning. The Circle Gathering offers a way of meeting with women as part of a financial planning engagement that is more interesting, lively and relevant.
Have you ever tried to draw a perfectly round circle freehand? It’s nearly impossible to get it right without a compass. In much the same way, a successful Circle Gathering doesn’t just happen “freestyle.” Considerable planning must go into the holding of the circle, starting from the first invitation into the circle, to the harvesting of the circle’s discoveries. Indeed, those proficient in the art and science of hosting conversations refer to circles as a “technology,” thus aligning it with other respected fields where deliberate study, development, and application of techniques come together to produce results.
We have been hearing from many financial advisors interested in how they can put circle technology to work in their outreach to women. It’s our intention at Directions to provide ongoing guidance and training in this practice, as well as to incorporate the learning that advisors gain from circle practice. For change that really matters, when it comes to how we talk to and advise women about money, we cannot do this effectively as individuals. It’s back to the basic premise of circles: we learn better and we learn more when we learn together.
(Click the button above to purchase the recording.)
* Please note: After you have completed the purchasing process by entering a credit card into PayPal, click the “Return to Directions” button and you will be redirected to a site where you can download the recording. This is a 75-minute .wmv file that may not play on a Mac, but we have an alternative for Mac users. Just email Candice@directionsforwomen.com once you have completed the purchasing process and we will email you a url for a site that allows you to stream the recording on a Mac.
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Read Eleanor’s blog entry on the topic: Holding the Circle.
