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Author: Barbara Kay

Partnership Peril & Success

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Barbara Kay
Wednesday, 25 July 2012 / Published in Barbara Kay Coaching Blog
Recently, I heard another sad tale of failed partnership.  I’ve heard many similar tales with poor communication, mis-matched expectations, conflicting values and lack of clarity causing partnership demise.  It’s amazing how often people dive into business relationships without clear guidelines. In the most recent story, a team-member changed organizations only to discover after the move, the

Brownie Moms Deliver

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Barbara Kay
Monday, 23 July 2012 / Published in Barbara Kay Coaching Blog
Story of the Day A friend of mine works internationally and moves around the world.  Occasionally, this family returns to the U.S. and needs short-term local housing.  On their last U.S. rotation, the mom made friends with some Girl Scout Brownie moms, so reached out to this network with their housing need.  Immediately, they received multiple

Apps You Will Love!

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Barbara Kay
Friday, 22 June 2012 / Published in Barbara Kay Coaching Blog
I love practical helps.  Since, I get to talk to people all over the country, I hear lots and love to share.  Here’s a selection of great apps that work on multiple style phones and also i-Pads & tablets. Tip of the Day – Great Apps    Bump – Share contacts with others just by touching phones

The Awesome Power of Viral Marketing

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Barbara Kay
Friday, 25 May 2012 / Published in Barbara Kay Coaching Blog
I’ve been going around the country talking to advisors about the awesome power of women advocates who do viral marketing for you.  Recently an advisor shared this story.  It’s Awesome! Story of the Day Advisor Howard attended one of my presentations on The $14 Trillion Opportunity – Reaching & Engaging Women Investors during a national
advocatesbest practicesclientsfinancial advisorsmarketingreferrals

“Just a Birthday Card” – Avoid a Painful Lesson

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Barbara Kay
Tuesday, 13 March 2012 / Published in Uncategorized
A coaching client thanked me recently for the newsletter STOP for MORE Success.  It got him focused on removing ineffective habits.  Then he shared a confirming story.  Here’s what he told me: Story of the Day “I was talking with a client who has funds with another advisor.  It’s important to me and beneficial to

7 Steps to Conquer the Email Monster

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Barbara Kay
Monday, 27 February 2012 / Published in Uncategorized
Harvard Business Review (HBR) just published an article on conquering email overload.  HBR did not offer any special magic but it reinforced best practices and they’re worth repeating.  Here you go: Tip of the day – 7  Steps to Conquer the Email Monster 1. Turn off the spigot – Unsubscribe to anything you don’t absolutely need.
best practicesemailfinancial advisorsfinancial servespractice managementprofessionals

What’s your #1 Business? It’s NOT Financial Services

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Barbara Kay
Tuesday, 21 February 2012 / Published in Uncategorized
Someone once shared with me that fast-food giants are successful because they know they’re not selling food.  Not selling food?  What are they selling?   Convenience, reliability & quality at low-prices.  Food is just a vehicle to deliver the core business. I’ve been blogging about branding for a while now and here I go again.
advisorsclientsfinancial advisorsfinancial servicesinvestors

STOP for MORE Success

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Barbara Kay
Tuesday, 14 February 2012 / Published in Uncategorized
Coaching focuses on moving forward productively. Everyone wants that. Unfortunately many of us drive ahead by simply picking up more tasks.  A key to success is not just picking up goals, but also intentionally dropping things.  I often ask clients: “What will you stop doing to reach this goal?” People are surprised by that.  There’s underlying

McKinsey Uncovers the Truth about Digital Marketing

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Barbara Kay
Tuesday, 29 November 2011 / Published in Uncategorized
McKinsey just completed a large global survey of marketing executives about how they use digital media (internet, social media, twitter etc…) and discovered something that should make you feel better: No one is using it to full advantage They don’t know how to use it effectively They’re not sure of it’s real value They’re struggling

How to Create a Smokin’ Tag Line

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Barbara Kay
Monday, 21 November 2011 / Published in Uncategorized
We all need to “brand” effectively.  As I work with clients on branding, I’ve noticed a natural but self-defeating tendency when drafting a tag line.  People usually do the following: Focus on describing their activities Use conceptual or technical language Use the same adjectives as most of their peers Write a paragraph After clients do
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