Tips in Ten - Achieving Your Full Potential

Host – Teresa Mitchell, CFP [e-mail]

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources...

Reesa Manning Interview https://lady-money.simplecast.com/episodes/take-financial-control-an-interview-with-advisor-reesa-manning

Full Potential https://www.lifehack.org/816335/full-potential;https://www.lifehack.org/articles/communication/9-ways-reach-your-fullest-potential-every-day.html

Potential Definition https://www.merriam-webster.com/dictionary/potential

Achieving Potential https://www.inc.com/marcel-schwantes/science-says-only-8-percent-of-people-actually-achieve-their-goals-here-are-7-things-they-do-differently.html

Branson Quote https://www.cnbc.com/2016/08/04/billionaire-richard-bransons-definition-of-success-has-nothing-to-do-with-money.html

Positive Psychology https://www.psychologytoday.com/us/blog/experimentations/201712/eight-ways-realize-your-full-potential

Mind Set https://www.freshgigs.ca/blog/reaching-your-full-potential-tips-from-a-stanford-psychologist/

Fundamental Needs https://www.simplypsychology.org/maslow.html

Positive Attitude Tips https://www.lifehack.org/articles/communication/11-tips-for-maintaining-your-positive-attitude.html

Negative/Positive Thoughts & the Brain https://meteoreducation.com/how-does-thinking-positive-thoughts-affect-neuroplasticity/