Women & Finance Knowledge Circle: Achieving Excellence in Both Personal and Professional Goals
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Your ability to achieve excellence in both areas of your life depends on two things about which you must have absolute clarity: your personal vision for yourself, and a role description for your business or career in the context of your life. The biggest obstacles to achieving that excellence are neglecting the power of self-care in maximizing your performance in all areas, and failing to make your work a subordinate. Let’s shake out the concrete steps to reach clarity, how to get the most leverage from your efforts, and get all the gears integrated for your best, full life.
Chief Tansformation Officer
After nearly 30 years in the advisory business, I retired as partner from $4 billion AUM Hewins Financial Advisors in the San Francisco Bay Area. With the mentorship of Roger Hewins, and several years of professional coaching (Betsy Buckley and Strategic Coach) I transformed my modi operandi and built a stellar wealth management team from one associate to a team of several Gen Y advisors. As we leveraged each other’s strengths over 8 years, our Bay Area team went from advising about $80 mm in assets to serving nearly $1.4 billion. Our team was recognized as a NABCAP Premier Advisor by the National Association of Board Certified Advisory Practices, joining an exclusive group of financial advisors who have met the NABCAP high standards for quality wealth management. In addition, NABCAP assesses 20 categories of practice management and named us an “Exemplary Advisor” in Client Education and Customer Service.