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Tag: best practices

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Leading Change: The I’s Have It

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Barbara Kay
Friday, 11 September 2020 / Published in Barbara Kay Coaching Blog
As virtual work increases stress & diminishes motivation, time to lead team-members to positive and productive change, here’s how Identify the Goal Strategize Success in 5 Steps 1.  Identify:  Name the behavior as a pattern that’s impeding their success. 2.  Instance: Share a recent instance of a specific example you personally witnessed. 3.  Impact: Explain the negative impact on
best practiceschangeLeadershipsuccessteam

Polish vs. Connection? (It’s not what you think…)

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Barbara Kay
Thursday, 22 February 2018 / Published in Barbara Kay Coaching Blog
Clients often want to polish their skills in: marketing, prospecting, public speaking, client relationships. Trying to be perfectly polished in all these areas is overwhelming. There are so many experts and zillions of techniques. It’s confusing! Let’s make it easy! The common theme is the ability to build connection. If we focus on building connection, we’ll
best practicescommunicationfinancial advisorsmarketing

Holiday Gift for You: Three 2018 Planning Tools

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Barbara Kay
Tuesday, 05 December 2017 / Published in Barbara Kay Coaching Blog
Planning for 2018?  Bravo! Enjoy this holiday gift of three planning tools: 1.  Top 10 Productivity Tips  Successful professionals always seek to improve. They add new initiatives with vigor. Often they attempt too much.  It’s a perfect formula for burn-out. The Top 10 Productivity Tips will help 2018 be successful AND satisfying. 2.  90 Day Goal Planning Worksheet Future
best practicesgoalsplanningProductivity

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

Power to Set You Free

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Barbara Kay
Wednesday, 28 June 2017 / Published in Barbara Kay Coaching Blog
Have you ever made an accidental, but potentially harmful mistake?  Well that happened to me.  I got an email (you know where this is going) and thought I was replying to the sender.  Instead, it went to another person.  When the mistake was revealed, I was absolutely sick!  OMG!!! My reply was harmless, but the accidental
best practicesLeadershippractice managementProductivity

Top Tech Tools to Save Time & Effort Now

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Barbara Kay
Tuesday, 23 May 2017 / Published in Barbara Kay Coaching Blog
One of the privileges of working nationally with multiple organizations is the opportunity to connect with experts across subjects, including technology tools.  I collect technology tips where ever I can. As spring turns to summer, it’s a good time review your processes and add new tools.  Here’s a list of top technology tools that make your life easier!  Give them a
best practicesfinancial advisorsmarketingtechnology

Power of Branding

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Barbara Kay
Monday, 20 March 2017 / Published in Barbara Kay Coaching Blog
I’ve been speaking to hundreds of advisors on branding and it’s a focus for those I coach.  Across the nation, there’s a pattern.  Many of us struggle to articulate our unique brand in a concise and compelling statement (me too). My branding guru says a brand should be summarized in only 7 words.   Sounds impossible!  Ultimately, it comes
best practicesbrandmarketingreferrals

Ask, but NOT for Referrals

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Barbara Kay
Friday, 14 June 2013 / Published in Barbara Kay Coaching Blog
There’s three fatal flaws in asking for referrals.  So don’t feel bad if it hasn’t worked for you. It’s important to ask, but not for referrals. Here’s why asking for referrals fails and what to do instead: 3 Fatal Flaws 1)  The Bait & Switch – Traditional requests for referrals come at the end of
best practicesclientsfinancial advisorsmarketingreferrals

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

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

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