We mean it when we say we want to change the way advisors talk to women about personal finance, so we are offering the following webinars to demonstrate and model this change. For Directions subscribers, our webinars are included in your subscription and you will receive invitations to register for each event. Nonsubscribers interested in purchasing registration for these webinars can click on the links below.
February 13 – When She’s Nodding “Yes”, But Meaning “No” - 2:00 pm Eastern
(Qualifies for 1 CEU)
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. Click here to learn more.
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.
Our goal
We are proud to provide webinars given by practitioners outside our own profession – such as psychotherapists, anthropologists, and mythologists. We believe their perspectives on how women think about and respond to the world around them can help advisors better understand and work with women’s attitudes and expectations about money.
Other webinars present new conversational techniques to engage women, such as circles or cafes, rather than the traditional – and often intimidating – fact-finding meetings in the conference room.
Going forward, we are planning a webinar series on “authentic marketing” in 2012. This is a must for advisors wanting to build trust with women who can be highly resistant to any hint of sales pressure. Other future webinars will provide relevant research on female demographics, and cultural and generational trends, that can inform and improve the services of advisors to their women clients.
We welcome your ideas on topics, speakers, practice management tools that might meet the Directions criterion of “changing the conversation.”
