Growing Visibility for Women in Wealth Management

In case you missed my LIVE interview with the remarkable Brie Williams (Vice President, Head of Practice Management at SPDR Exchange Traded Funds - State Street Global Investors), here are a few of the wisdom gems she shared:

• Having an open mind and willingness to try something different, even if it's not what you've envisioned for yourself
• Learning to get comfortable in failing fast and failing up
• Building your confidence and strengtheni...

There is Reason for Optimism in 2022

I hope your year is off to a healthy, productive, and impactful start!

What do you love about what you do?

For me, I love being the guide so you, your team, or your colleagues can be the hero. While very aware of the importance of data, it’s not so exciting to me.

There was, however, some notable data that came out of 2021 that (I feel) is important for you to know, so we can learn and improve from it.

First, the "not so good news" uncovered from a p...

Want to Rise More in 2022?

If you know you’re doing a great job, but you feel like you’re getting overlooked, excluded or not on leadership’s radar enough, it could be the perfect time to get a plan in place to dial up your visibility and rise more. While there may be many things that are not controllable, there is one thing that is 100% under your control, and that’s the impact that YOU decide you want to have. Likely having greater impact means getting leadership on the bus with your ideas an...

Take the New Mindset Mastery Assessment

If you’re feeling a little (or a lot:) overwhelmed or out of control, I hear you! You are most definitely not alone. That gets compounded when we are absorbing and managing how other family members and team members are doing. 

In my household, I have one son who is in Nevada with his girlfriend and her family (I’m in California), and my younger son is on the tennis team and a senior at UC Berkeley. The tennis season was cancelled, all of his friends went...

Christina Now Has The Clarity And Confidence To Go For It!

(Scroll below to view the video)

Does lack of clarity and/or confidence ever hold you back?

Christina Grenier, a senior-level marketing/communications strategist, shares her experience about working with me to gain the clarity and confidence to go after her next big career dream. 

Watch Christina's video below, and email me back if you can relate or want to share your story.

Also...

I wanted to send you a private invitation to jo...

(Scroll to the bottom to view the video.)

I saw Serena Williams play an exhibition match in Los Angeles when she was only 11 or 12 years old. Looking back, I wonder if she realized that she would be the named best player in the open era and have earned more than 22 Grand Slam titles!  Not to mention all of her other unimaginably successful endorsements and businesses. Maybe not down to those exact details, but she did work every day believing her day would come, and believing it was possible.

(Scroll to the bottom to view the video.)

It’s time! If you feel like you deserve more, it’s time to go after it.

There are many reasons why we (yes, me included:) avoid the crucial conversations or steps required to next-level our ambitions and desires. Whatever is holding you back, rest assured it’s 100% normal and OK, but not conducive for the progress you want to see.

Keep in mind, your next "BIG WIN" might be restoring or strengthening a relationship. It might be taking your business to ...

(Scroll to the bottom to view the video.)

Do you ever feel like negative thoughts and emotions are holding you back?

Emotions are no joke when it comes to us being able to be our best, especially in moments that matter most. Everyone experiences negative emotions from time to time! 

I want to help you use negative emotions as a superpower!

There are a couple things that world-class performers do a little differently which helps them to use emotions (even the negative ones!) to their advantag...

Do you ever feel purposeless?

We know finding clarity and purpose is difficult, so we’re approaching it from a different angle today: how you can develop the courageous mindset you need to develop purpose, because we believe that anyone can have world-class purpose.

I was recently interviewed by Geoff Woods, Vice President of The ONE Thing podcast and wanted to take a minute to personally share it with you.

In this episode you will learn...

• What creates the gap between high achievers and e
...

NEW!  Join the Saturday Morning "Live" Round Table with Q & A

I wanted to let everyone know that I will be hosting FREE round table discussions via Zoom.us for the next 3 Saturdays at 8:30-9:00 a.m. PST (the first one will be September 30th).  I will be sharing Mental Toughness tips, tools and habits, and then open it up for plenty of Q & A.  Log in details are below, and I encourage you to share with any colleagues, friends or family members you think would be interested in attending.

• Menta
...