Upcoming Event!

Join us in DALLAS on May 22, 2012 for the Women Advisors Forum Dallas event!

If you're a woman with an investment advisory career - either in one of the major wirehouses, regional brokerages, private banking, bank brokerage divisions, independent firms or RIAs - this is your opportunity to network with other high-ranking women advisors looking to reach their peak performance.


 

For more information and to register, visit our website.


Other Upcoming Women Advisors Forum events:

Women Advisors Forum Chicago
June 12, 2012 | Intercontinental Chicago

Women Advisors Forum Boston
October 2012

Women Advisors Forum California
November 2012

 

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Articles

Five Reasons Relationships, Value and Consistency Matter More in This Economy

Posted by Meridith Elliott Powell on May 15, 2012 at 12:00pm 0 Comments

Recently, I was giving my presentation, Winning in the Trust & Value Economy, to Environmental Data Resources, a Connecticut company providing products and services to manage environmental risk, when I got a great question from the audience. 

 

The question, if I can paraphrase, was, "If these concepts of relationship, value and consistency in the…

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Female-Friendly Marketing: How To Successfully Connect With and Prospect Women

Posted by Kathleen Burns Kingsbury on May 10, 2012 at 4:35pm 0 Comments

Female-friendly marketing is not transactional, it is relational. It involves selling less and connecting more. It shows women you are competent, empathetic and warm, and interested in more than just their assets. A successful marketing strategy is based on the fact that women are intelligent and astute consumers. It has gender appeal without stereotyping, and demonstrates that your products and services can save her time and money. Overall, a good women’s marketing plan invites her to have…

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Ten Smart Marketing Tactics for Financial Professionals

Posted by Maria Marsala on May 8, 2012 at 12:23pm 0 Comments

Imagine running a prosperous financial practice that consistently attracts high-quality clients. You may feel marketing is a necessary evil that takes time away from achieving your primary goals and interacting with customers; however, marketing is actually the key to building your business with clients you truly enjoy serving. Moreover, these ideal clients are excited to be working with you, too.

 

Are you making marketing more difficult than it needs to…

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Social Media Begs for Better Customer Service. Don’t Ignore It.

Posted by Amy Mcilwain on May 7, 2012 at 11:51am 0 Comments

One of my first jobs was waiting tables. Working in the fast paced restaurant industry made me realize quickly the importance of good customer service. In fact, I distinctly remember a sign hanging in the kitchen that I would pass every time I headed out to greet new tables. The sign read: “A satisfied customer tells five people. A dissatisfied customer tells 20.” Back in those days, people would leave the restaurant, and I’d never hear what they said about my service and/or the restaurant.…

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Joyce Aarness is now a member of Women Advisors Forum
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Meridith Elliott Powell posted a blog post

Five Reasons Relationships, Value and Consistency Matter More in This Economy

Recently, I was giving my presentation, Winning in the Trust & Value Economy, to Environmental Data Resources, a Connecticut company providing products and services to manage environmental risk, when I got a great question from the audience.  The question, if I can paraphrase, was, "If these concepts of relationship, value and consistency in the service culture have been…See More
yesterday
Maryan Jaross is now a member of Women Advisors Forum
Monday
Maria Marsala updated an event

LinkedIn® Demystified: The Secrets of Successful Relationship-Building & Prospecting on LinkedIn at Your home or office

July 10, 2012 at 12pm to August 7, 2012 at 1pm
LinkedIn gives your business and marketing efforts a turbo-charge! From brainstorming with colleagues, to finding new contacts, and cross marketing; we'll show you how to make the most of everything LinkedIn has to offer. You'll learn exactly where to find the best answers and resources from professionals across the globe.Discover how you can build credibility online, create valuable partnerships, and reach ideal clients faster. Become highly connected. Make LinkedIn an essential part of your…See More
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Maria Marsala updated their profile
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Maria Marsala left a comment for Catherine Valega
"Hi Catherine    The the One Page Business Plan® program's Early Bird Special ends this Monday.  Get $100 off this event by going to http://www.businessandmarketingplan.com/smebusinessplan/   Questions?  Give me a…"
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Maria Marsala left a comment for Dominique Broadway
"Hi Dominique.   Thanks for registering for Solid Steps To Increase Success: One Page Business & Marketing Plan  here at the forum   The early bird special ends Monday night, so please go to…"
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Joie Digiovanni is now a member of Women Advisors Forum
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Joie Digiovanni liked Kathleen Burns Kingsbury's blog post Female-Friendly Marketing: How To Successfully Connect With and Prospect Women
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Profile IconCarol M. Feathers, LISA E SERAN, CFP, Ashley Warne and 2 more joined Women Advisors Forum
Friday
Kathleen Burns Kingsbury posted a blog post

Female-Friendly Marketing: How To Successfully Connect With and Prospect Women

Female-friendly marketing is not transactional, it is relational. It involves selling less and connecting more. It shows women you are competent, empathetic and warm, and interested in more than just their assets. A successful marketing strategy is based on the fact that women are intelligent and astute consumers. It has gender appeal without stereotyping, and demonstrates that your products and services can save her time and money. Overall, a good women’s marketing plan invites her to have a…See More
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