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Best Books for Labor Day Reading

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Barbara Kay
Wednesday, 30 August 2017 / Published in Barbara Kay Coaching Blog, Uncategorized
My clients are wonderful at recommending outstanding books.  Here’s a list of favorites to inspire and help you.  All are highly readable and perfect for the beach, lake, mountain or backyard you’ll enjoy this weekend.  Grab one for Labor Day reading (listed in no particular order): Daring Greatly by Dr. Brené Brown.  Dr. Brown became famous for
best practicesLeadershipmarketingpractice managementProductivity

“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

UHNW Women Worry More – Help & Develop More Clients

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Barbara Kay
Saturday, 12 November 2011 / Published in Uncategorized
The Spectrem Group, an investor research group, just published their 2011 study on “Wealth Women Investors” (link to purchase the $5,000 report below).  The results mirror The $14 Trillion Woman.  Below are key facts and what to do about it. UHNW women worry more than less wealthy women about: Running out of money Personal health Care

Marketplace Revolution has Arrived!

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Barbara Kay
Thursday, 27 October 2011 / Published in Uncategorized
Last October’s blog post (What’s your Value Now) was a call to update branding and value messages in light of the coming revolution in the investor marketplace.  Two recent events reveal that the revolution has arrived. Story of the Day First, Schwab has launched a large multi-faceted advertising campaign to educate investors on the differences

Sales Tips from Salad Dressing

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Barbara Kay
Tuesday, 20 September 2011 / Published in Uncategorized
Story of the Day:  Price vs. Value Let’s start with a truism “Financial services is a commodity”.   Everyone has access to everything on the cheap!  How do you communicate your value (and justify your price)?  Frankly, my financial services clients and I are in similar situations. Why should our client’s come to us when
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