Resources

 

Website Links


Some of our favorites links...

Order your copies of Financial Services: Women at the Top here!
https://wifsnational.org/wifs-book

Order your copies of Magnificent Masters in Financial Services here!
http://www.iuniverse.com/bookstore/book_detail.asp?&isbn=0-595-39674-7

Business planning made simple
http://www.onepagebusinessplan.com

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Nutritious reading for your mind, body and spirit.
http://www.matthewkelly.org


Xenia Area Chamber of Commerce
http://www.xacc.com


Xenia Rotary
http://www.xeniarotary.com



Some links specifically for those in the financial services industry...

Women In Insurance and Financial Services have as its mission "To support, encourage and advance the success of women in the financial services industry." As a member you have access to top women producers across the country and excellent programs every month.
http://www.w-wifs.org

GAMA International is dedicated to creating future leaders in the industry through education, research on best practices and peer networking. This is the premier management organization in the financial services industry
.http://www.gamaweb.com

Million Dollar Round Table (MDRT) is the organization of top producers around the world. You must qualify through production to join this elite group which comprises the top 6% of producers internationally.
http://www.mdrt.org

National Association of Insurance and Financial Advisors (NAIFA) is the organization that watches the industry's back on Capitol Hill. If you aren't a member, join now!
http://www.naifa.org

In a rapidly changing marketplace, companies call LIMRA first for a combination of industry insight, practical solutions, and unwavering commitment to their success.
http://www.limra.com

Get started on your advanced industry credentials like CLU, ChFC, CFP, etc. right here.
http://www.theamericancollege.edu

Need a little extra help with your advanced industry credentials? Insurance Achievement is the perfect supplement to your regular study materials.
http://www.schweser.com/ia/

This site is full of industry information to help you stay on top of your selling game. Check out their magazine Life Insurance Selling.
http://www.lifeinsuranceselling.com

The National Underwriter Company publishes a broad array of print, e-media and software products for the insurance and financial services industries. Its key publications include the two weekly magazines, National Underwriter, Property & Casualty and National Underwriter, Life & Health, as well as the multi-volume loose-leaf FC&S Bulletins service and the very popular Tax Facts desk references.
http://www.nationalunderwriter.com

The Life and Health Insurance Foundation for Education (LIFE) is a non-profit organization dedicated to addressing the public's growing need for information and education about life, health, disability and long-term care insurance. LIFE also seeks to remind people of the important role agents perform in helping families, businesses, and individuals find the insurance products that best fit their needs .
http://www.life-line.org

Great Books to Read

book cover

Financial Services: Women at the Top
A WIFS Research Study by Arthea Reed and Diane Dixon


WIFS surveyed 800 industry females to answer the question: Why do some women achieve major success in the financial services industry and others do not? The results were compiled, analyzed and serve as the basis for the book, Financial Services: Women at the Top — A WIFS Research Study. Offering keen insights, the book highlights 23 successful, dynamic women in the industry. Each one shares openly about what attracted them to the business, how they developed their practices, what they learned along the way and how they have created a life that blends family, community service and a fulfilling career. Aimed at both men and women, Financial Services: Women at the Top, is changing how managers build a culture to encourage successful careers for women.


Magnificent Masters in Financial Services

Magnificent Masters in Financial Service
By: Diane Dixon and Ginger Cockrham


Xenia, Ohio (September 2007) Diane Dixon, CLU & Coach for financial services professionals, has published a new book that shares how fourteen women in the financial services industry have become top producers in their field. Along with her co-author, Ginger Cockerham, this ground-breaking book focuses on fourteen wildly successful women in the financial services industry who have created models for the financial businesses that have made them millions. These women have also raised families, overcome incredible obstacles, and reached amazing personal goals.


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The 4:8 Principle
By: Tommy Newberry

Tommy Newberry’s message is simple, relevant, powerful, and timeless. In this New York Times bestseller, Newberry takes a single biblical principle and teaches us how one simple truth can magnify the joy we experience in our marriage, with our parenting, and in our life as a whole. Unfortunately, we live in a society bent on nursing old wounds and highlighting what is wrong with just about everything. As a result, we have grown accustomed to viewing the world, our lives, and ourselves through a lens of negativity and that negativity stands in direct contrast to the passionate, purpose-filled people God wants us to be. This is where The 4:8 Principle grabs our attention. First, the author skillfully persuades us to acknowledge the link between the thoughts we choose to think and the joy we experience. Next, he shows us how we can grow our potential for joy by refusing to dwell upon the problems and pressures that are enduring and inevitable. Finally, he challenges us to pay the price of joy by becoming “extraordinarily picky” about what we read, watch, and listen to on a consistent basis. The strength of the book, though, is in Newberry’s ability to clearly explain how to put this principle into daily practice through a series of quick, easy and even fun adjustments. The 4:8 Principle is loaded with specific suggestions and helpful advice for going beyond the ordinary and experiencing life as it was meant to be.


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The Rhythm of Life
By:
Matthew Kelly

“Once every twenty-five years or so, a book comes along that perfectly identifies our common search and struggle for happiness, and teaches us how to find lasting fulfillment in a changing world. You were born to become the-best-version-of-yourself. This is your essential purpose. Everything is a choice. This is life’s greatest truth and hardest lesson. The measure of your life will be the measure of your courage. Energy is our most valuable resource, not time.”
If you have ever felt like you would be happier, healthier, more effective and more fulfilled if you only had more time then this book is for you! 



Leadership the Eleanor Roosevelt Way
By:
Robin Gerber

In the books’ Forward, James MacGregor Burns states that ‘this book is a direct connection between ER life and what could be yours’. He goes on to say that ER exemplified the qualities of leadership that scholars have identified as crucial for three reasons: 1) she responded to people’s fundamental wants and needs – especially the disadvantaged 2) she was innovative and creative in her ideas about how we can improve not only our own lives but also those around us 3) she knew that to fight for grand but controversial principles meant that inevitably one comes into conflict with others. She was an outstanding leader because of her ethical standards and her values. Author, Susan Gerber, says that she wrote this book because she could not find another book about ER that gave an analysis of her leadership – her values, strategies, tactics and beliefs that allowed her to bring about transformational change. She wrote the book in hopes that it would encourage you to act, to challenge yourself, to believe enough in your dreams to turn them into reality, to discover, and to further develop the leadership you already possess. We are personally responsible for who we become, who we choose to be. “Today is a challenge for women…tomorrow will see how [you] answer the challenge!”
- Eleanor Roosevelt



Fierce Conversations
By: Susan Scott

Susan Scott sets out to help us gain insight and skills to make every conversation count. In her book, Fierce Conversations, she teaches us how to overcome barriers to meaningful communication; expand and enrich conversations with colleagues, friends, and family; increase clarity and improve understanding; and handle strong emotions – on both sides of the table.



Your Money Personality
By:
Kathleen Gurney Ph.D.

Thoughts of money bring to mind the strongest of emotions – happiness, depression, greed, envy, fear, excitement. For Americans, money is an identifiable benchmark, our most valid measure of success. It symbolizes power, security, love, freedom, and self-respect. Psychologist, Dr. Kathleen Gurney, is the CEO of the Financial Psychology Corporation, a Nevada-based financial consulting company. She developed the Moneymax Profiling System; a tool to help people identify and understand their “money personality”. The one-page questionnaire determines attitudes on thirteen financial traits that influence money behavior and investment decisions. The results divide Americans into nine distinct money styles. Financial Psychology Corporation markets the Moneymax Profile to major corporations and financial service companies.



Sell Yourself Without Selling Your Soul
By:
Susan Harrow

This book is a woman’s guide to promoting herself, her business, her product, or her cause with integrity and spirit. It will help you embark on your own marketing and publicity program exactly as you are, nothing more, nothing less. You will learn how to promote yourself whether you’re eager or reluctant. The book will help you learn how to be yourself, know your message, practice presenting your points, remain true to yourself, become the message you want to give and persevere. This summary and the discussion we will have around the book will give you a wealth of information and ideas, but this is one book you will want to purchase for yourself if you are serious about learning to promote yourself. It is filled with Invitations or exercises that give you step-by-step instructions to put into action. It also includes Hot Tip! Bonuses. Insider secrets to explore within various chapters that will help spark new ideas….and Warning! Signs to alert you to dangers particular to women. I will include some, but not all, of these throughout the summary.



Feel The Fear and Do It Anyway
By:
Susan Jeffers

Feel the Fear and Do It Anyway is designed to help people grab hold of their fears and live their life the way they want to live it – moving them from a place of pain, paralysis and depression to one of power, energy, and enthusiasm.
Our inability to deal with fear (educational or psychological)
We learned that we can reeducate our mind. We can accept fear simply as a fact of life rather than a barrier to success. We can unlearn the thinking that keeps us a prisoner in our own insecurities.
Discovering our fears and the three levels of fear

  1. Level One Fears: Fear that permeates many areas of our life (Those that “Happen” – aging, becoming disabled, war, etc. and those that “Require Action” – changing careers, loosing weight, using the telephone, etc.)
  2. Level Two Fears: These fears have to do with our “inner state of mind” rather than our exterior situations – rejection, success, failure…
  3. Level Three Fears: I can’t handle it! (At the bottom of every one of our fears is simply the fear that we can’t handle whatever life may bring us).

Does Fear ever go away (five truths about fear)

Moving from pain to power (our vocabulary)
We learned to start eliminating from our vocabulary words that imply PAIN (I can’t, I should, It’s a problem) and start replacing them with words that give us POWER and choices (I won’t, I could, It’s an opportunity).



Play Like a Man – Win Like a Woman
By:
Gail Evans

Gail says, “Business is indeed a game, and like any game, there are rules to playing well. For the most part, women don’t know them”. In this book, Evans reveals the secrets to the playbook of success and teaches women at all levels of the organization how to play the game of business to their advantage. She is not saying that every woman has to play exactly by men’s rules, but women do need to know the basic rules so that they can understand the full consequences of their every action and how it makes an impact on their career.
The Object of the Game:
The ultimate winner in the game of business is not necessarily the person with the most power or the most money or the most fame. Rather, it’s the person who loves his or her work. Loving what you do is self-empowering. You can’t play any game well if you don’t enjoy playing it.



Hard Won Wisdom
By:
Fawn Germer

Fawn Germer is a national keynote speaker and corporate trainer who passes on her message of power and inspiration gained from her interviews with so many of the strongest women of our times. She wrote this book because she wanted profile groundbreaking women who have already paved the road to success to show us how they did it and mentor us from afar. These women cut their paths in male-dominated fields. They didn’t just happen upon greatness. They focused on it, they chased their passions and they did what mattered most to them.

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