February 13 – When She’s Nodding “Yes” But Meaning “No” - 2:00 pm Eastern
Syble Solomon, creator of Money Habitudes™, will ask and answer some tough questions. Have you ever had a client completely agree with a great plan you crafted together and then not follow through? Do you know a woman who won’t take any financial risks at all or one who is willing to let you make all the decisions with no questions asked? Our emotional associations between money and our need for freedom, control, power, love, acceptance, status and security subconsciously influence our financial choices and the way we manage our money. In fact, brain research has shown that these emotional associations easily overpower logic and rational thinking! In this webinar, learn Brain 101 (how we make decisions) and take away easy strategies and tools to discover what motivates and reinforces your clients. The outcome will be more effective plans, better follow-through and better relationships.
February 23 – February 24, Circle Training Retreat
Join us in the Washington DC metro area for our Directions Retreat - ”From the Conference Room to the Living Room:Changing our Relationships with our Women Clients” Meet like-minded advisors and go home with a vision too big for your bag! Click here for details.
March 8 – The 3rd Act: a New Stage, a New Purpose – 2:00 pm Eastern
With a focus on positive aging, the 3rd Act provides opportunities to take a fresh, vibrant perspective on becoming an elder as we enter mid-life and beyond. Bev Scott will explain the importance of being passionate about re-defining what getting older means. This means cultivating and recognizing the wisdom of experience, the joy of being present and the appreciation of who we are. Bev will use the principles of the psychology of satisfaction to lead webinar participants through an exploration of where they have been and what they want to create in their third act.
March 13, 2012 – Women Advisors Forum
Eleanor Blayney presents “Our Clients, Ourselves” to the Women Advisors Forum in Boca Raton, FL. What we know and experience as women professionals can make us great advisors to women, and help us garner a big share of one of the fastest growing segments of the wealth market. It’s not a matter of “pinking it up” or “dumbing it down” to attract women clients. Rather, it requires us to talk about the things that concern and directly affect us: work-life balance; gender inequality; our own ways of making decisions and responding to advice. In this session, Eleanor will talk about all the things we know for sure as women, and use this knowledge to change the conversation we are having with women clients, and build deeper, lasting relationships. Click here for more information.
April 23 – Investment Management Consultants Association Annual Conference
Eleanor Blayney addresses the IMCA Annual Conference in National Harbor, MD. Visit the IMCA website for more details.
May 16 – 18th – University of Maryland Extension: Personal Finance Seminar for Professionals
Eleanor Blayney will present “Investing like a girl: Do women have what it takes to be savvy investors?” This session will look at the differences between men and women when it comes to investing, in terms of risk tolerance, goals, and decision-making. Strategies for educating women about investing, and engaging them in the management of their portfolios will be discussed, with particular emphasis on the ways investment concepts are communicated and presented. Visit their website for more details.
