Programs

Ready to create a truly Authentic Life, Bright Future, and Enduring Difference?

So … you’ve been successful and are maybe a bit restless … or at least curious about where you're going next on the path of life … and you're ready to design what's next

You're entrepreneurial. You've mastered your profession or business. Your kids are independent and successful - if children are even in the picture. You are considering making a change from what you’re doing now, perhaps to make a more significant impact and to feel more fulfilled.

If that change includes a move into developing a sustainable and beneficial contribution of any form – corporate social responsibility program connected to your existing business, independent social enterprise you develop, or other philanthropic endeavor for the people, places and things you care about locally, nationally or internationally – then my Signature Program: The 7 Steps to Creating Your Legacy, is for you.  And I have many other resources and ways to help you take your next steps – browse below.  But the easiest, simplest way to get started is to:

Schedule a no obligation, complimentary Discovery Session and let's talk about the possibilities and options!

OUR SIGNATURE PROGRAM: “THE 7 STEPS TO CREATING YOUR LEGACY” Many accomplished women professionals and business owners / executives (and enlightened gents …) reach a place in their lives where a focus on making a meaningful impact in the world becomes a motivating force.  You know you’re there when you simply want to make something better in the world in some way, for someone – beyond developing an estate plan for your "stuff" (assets and property). But where to start, and how to go about making it happen – after discovering what “it” is?  We had all the same questions you have:

  • Uncover and understand the possibilities,
  • Use the right resources and advisors, to build “it” properly and efficiently using available tools (not reinventing the wheel),
  • Make sure it operated smoothly, and would be sustainable
  • Be involved in it, yet know it would make an enduring positive difference

We were both once in that place, and have put together the ultimate resource for getting there. There are SO many ways to do it, and so many issues to consider.  So we covered the waterfront and put it all in one package to bring you the resource we didn’t have – that didn’t exist – especially geared for women.  It’s THE comprehensive program covering the myriad aspects of “Making A Difference That Lasts For Generations.” Want to know more?

  • Sign up for our Creating Legacy Kit at the top right.  You’ll get more information, and we can keep you posted on upcoming events!
  • Check out the 7 Steps slide show on the Home page, which walks you through the components of the 7 Steps To Creating Your Legacy program.
  • Read more about the 8-week teleseminar version of the program.
  • Check out the Creating Legacy Studio (see below) – the internet radio broadcast devoted to this work – with audio segments devoted to each step and some interviews with great people who are creating their own legacy projects.
  • Or feel free to contact me. I'm always happy to talk with you about making the world a better place, in the unique way only you can!

ACHIEVING FINANCIAL MASTERY

You can be a high earner and still be under earning.  Or you may still be working toward high earner status.  Is achieving true financial independence still evading you?  Do you want to discover why - are you ready to finally move ahead toward greater wealth and control of your financial destiny? This program is a five-week teleseminar based on the fabulous work of Barbara Stanny and other financial masters.  It allows you to:

  • Discover what’s “enough” for you, and get off the “more, more, more” treadmill
  • Learn how to dig deeper to uncover the blocks & barriers that are keeping you from reaching your goals
  • Engage in intimate and eye-opening discussions with plenty of time for questions
  • Come away with a personal action plan for earning the money you deserve
  • Have a lot more fun in the process than you ever imagined.

Is this course for you, or someone you know (a family member maybe)? We include this program in our repertoire because we know that the greatest legacies come from people who feel the most financially secure and strong about exercising generosity.  And we know that’s about developing a comfort level with both dollars and sense. [Read more here for our upcoming dates and to sign up …]

THE CREATING LEGACY STUDIO The “Creating Legacy Studio” is a design place!  And the name of our twice monthly internet radio program held the 1st and 3rd Wednesday of each month at 10a PT / 1p ET.  Join us online live at http://www.blogtalkradio.com/legacy or if you miss the live show, you can listen to or download a recording of each show archived there! The Studio is your opportunity to explore the concepts of legacy in your own life, work or business.

  • We focus on how to take practical action to get a full life and fulfilling work, give your best gifts — and make a significant positive difference in an enduring way that brings you great joy.
  • Periodically, we interview special guests who talk about their legacy projects – what they are, the passion behind them, how they got started, and what it feels like to be making this contribution – from the perspective of the 7 Steps involved in the process.
  • Click here for info about upcoming Creating Legacy Studio programs. Tune in, turn on and take part!

“MONOPOLIZE YOUR MARKETPLACE” – STRATEGIC MARKETING DESIGN Strong marketing design is about creating real leverage for your work – if you don't understand leverage, you work too hard.  Do potential prospects Say THIS About YOUR work: "I'd have to be an absolute fool to do business with anyone else but you … regardless of price!"  Do you want them to? Whether for profit or public benefit organization, if you really want more people to work with you, it is crucial that you have a strategic marketing plan in place to connect with them. Marketing's job is, simply, “to help facilitate the buying decision-making process” – to build an argument in favor of YOUR business, so your prospects choose to work with you regardless of price – because of the value you provide.  If your marketing and advertising doesn’t do that, then it’s not working right. Contrary to all the hype and complicated marketing training programs you’ve likely been bombarded with lately, developing a strategic marketing message consists of three simple elements:

  • Have something good to say
  • Say it well
  • Say it often

Only then can you tactically execute your marketing – through advertising, the web, and other media – in ways that make cost-effective sense for you. Our work in this area helps you define your strategic marketing message so it can be delivered in the most appropriate way to separate your work from the competition, then eliminate them in the minds of your prospects.

‘Because its purpose is to create a customer, the business has … only two functions … marketing and innovation. Marketing and Innovation produce results, all the rest are costs.’ ~Peter Drucker

We utilize the Monopolize Your Marketplace system as part of our business development consulting and coaching with you, for your existing business or for your legacy project – the world needs to know about that, too!  And proper marketing is on key place where most such projects fall short. Contact us for more information about this program.

PERSONALIZED ASSESSMENT PROGRAMS These are the many “tools of our trade” and we have many more than are listed here. This list just highlights some of our most popular programs. You can access them independently, in a self-directed format, we can recommend them as part of Individual Coaching work, or they can be utilized in a Group Coaching format or via live or virtual group presentation. Train-the-Trainer programs are available for use within your organization.  Those designated (*) are available via the Electronic Profile Information Center (EPIC) internet based online platform, otherwise in a paper format.  The EPIC platform is also available internal delivery of your own company-branded training programs using these profiles. Contact us for more information about any of these programs. (*)DiSC® Dimensions of Behavior Personal Profile® Assists individuals to understand themselves and others in a specific environment, through focus on natural behavioral preferences and style, and the environment most conducive to individual success.  Used to promote both individual and organizational development, improve role and management effectiveness, support performance coaching, and minimize workplace conflicts, promote increased sales, improve customer service and problem solving skills, and especially to enhance communication.  Includes an individually customized General Characteristics (Main report).  Six optional sub-reports providing more in depth guidance in specific areas are also available: ~ Creating a Positive Relationship With This Person ~ How This Person Relates to People and the Environment ~ Strategies for Managing This Person ~ How This Person Tends to Manage ~ This Person’s Natural Approach to the Sales Process ~ Strategies for Managing This Person in a Sales Environment (*)Additional DiSC® based products:

  • The DiSC® Interpersonal Profile System delivers guidance in a 360-Degree format (several individuals providing assessment information for one other person);
  • The DiSC® based Role Behavioral Analysis™ can be used to determine how a role or function can be performed most effectively, as for developing job description requirements.  The RBA allows later comparison of an individual’s DiSC® profile to the behavioral expectations of the role, assisting with development of better strategies to meet role expectations.
  • DiSC® Action Planners allow individuals familiar with DiSC® principles to apply them to other third parties to gain insights on how to work more effectively with them in customer service, management, sales and even telephone scenarios.

Dimensions of Leadership Profile® – Understanding & Developing Effective Leaders. Answers the question:  “How can we maximize the leadership contribution of everyone in the organization?”  Allows individuals to discover how they want to lead and the types of leaders they want to follow.  Concepts of leadership are explored from three points of view: self as leader, another as leader, and the leadership needs of a given situation. (*)Team Dimensions Profile® – Understanding and Valuing Your Contribution to Successful Innovation Teams. Answers the question:  “How can we maximize every individual’s contribution to our team process?” Allows identification of one’s approach to and favored role in teamwork, clarifies roles and reinforces strengths of individual team members, resulting in overall improved team effectiveness.  This promotes achievement of high-performance teams through effective individual contributions, team innovation and problem solving. (*)Discovering Diversity Profile® – Exploring Differences in the Workplace. Answers the question:  “How can we make differences in backgrounds and beliefs an asset, not a liability?”  Allows exploration of individual differences and promotes recognition, appreciation and valuing of the unique talents and contributions of others.  Can be especially helpful in work with organizations or groups to assist them to understand, accept and capitalize on diverse backgrounds and experiences of employees and customers beyond typical racial or ethnic stereotypes.  This will enrich the organization, and make it more innovative and culturally competitive. Coping & Stress Profile® – Understanding Personal & Relationship Stress. Answers the question:  “How can we avoid the peaks and valleys in productivity created by high stress?”  Allows individuals to discover stressors in four relevant life areas and how to capitalize on coping strengths to manage or eliminate stressors, resulting in direct benefits for the individual, co-workers and organizations. (*)Personal Listening Profile® – Understanding Personal Listening Approaches. Answers the question:  “How can we understand different listening styles and develop better listening strategies for more productive communication?”  Listening is considered the key element in effective communication.  This profile promotes discovery of one’s natural approach to listening, allowing us to overcome listening barriers and gain insights into the different listening approaches of co-workers, staff, clients, customers and others. Personal Learning Insights Profile™ – Understanding Personal Learning Approaches. Answers the question:  “How can we get more out of every learning opportunity?”  Identifies an individual’s personal motivation to learn, preferred method of information presentation, and best activities to maximize learning.   (*)Workplace Expectations Profile. Answers the question:  “How can we identify whether our workplace expectations are being met and productively act on them?”  Spoken or unspoken, met or unmet, work expectations have a powerful impact on our thoughts, feelings, and behaviors, and play a key role in driving our attitudes. This profile allows individuals to clearly define and communicate expectations to find more satisfaction and success in their work; and assists companies to employ satisfied, successful people and realize increased productivity and reduced turnover. The Wellness Inventory – a holistic assessment and life balance program designed to help you gain personal insight into your state of physical, emotional and spiritual wellness. The program offers guidance and tools to transform this new awareness into sustainable lifestyle change, and a renewed sense of health and well-being.  It includes:

(1) a Complete Wellness Assessment focusing on yourself as a whole person in 12 key dimensions of living; (2) a Personalized Wellness Profile to discover your strengths and the areas you are most motivated to change; (3) development of a  Personal Wellness Action Plan: small steps you most want to take to produce continuous improvement; (4) Tools to Support Your Wellness Action Plan, including email reminders, My Wellness Journal, the Self-Study Center, and the 12 Wellness Resource Centers, to support implementation of your wellness action steps; and (5) Resources for Ongoing Wellness, so you can track your progress and retake the assessment if you choose, to compare results.

The LifeOptions Profile - a 99-item educational assessment instrument that covers 20 separate lifestyle and attitudinal factors that are arranged into six major “life arenas.” The Profile generates a 10 page personal document with short descriptions of each of the 20 factors as applicable to you.  The purpose of the LifeOptions profile is to give you a clear, well-ordered, and scaled overview of where you stand in your personal growth toward the life transition some call  retirement, and others refer to as the next phase of life! Contact us for more information about any of these programs.  We look forward to hearing from you and learning how we can help you get where you truly want to go more smoothly and effectively than ever before …

 

I use a directive coaching approach – together we partner to focus on what you truly want to accomplish and I also bring my healthcare, legal and business expertise to bear and advise, educate, recommend resources and make referrals as needed, to help get you there faster, easier and more cost-effectively than you would on your own.

My work can be delivered in the the following formats

  • Individual Private Consultation and Coaching,
  • Group Coaching Programs delivered periodically where you benefit from the insights of others,
  • Meeting Facilitation / Group Coaching with Boards and other Teams*,
  • Self-Directed Packages for personal study applications*, and
  • Presentations to your Group / Speaking / Workshops* (* delivered live or virtually)

Wonder if the coaching approach is right for you? Click here to download a copy of our free report “About Coaching & Coachability Profile” – it will give you the info you need to decide.