WoMEN Advocacy Circles - Mastermind/Peer Mentorship

Who are these circles for? Offered to women’s groups in Financial Service organizations and Universities who want to help their female members succeed and thrive as female financial planners.

Members interested in starting a circle should consider the following:

  • Where would your career be if you had a group of trusted peer mentors who were committed to help you succeed?
  • What if you knew you would achieve unequivocal success?
  • Are you looking for a group of like-minded female financial professionals who can help push your career success to the next level? Hold You Accountable? Help you focus on the important things in your career and your life? Achieve career success and live out your life purpose? If so, then we can probably help.

Circle Members: Female financial planner professionals and students who feel isolated, unsupported and gender-challenged in a traditionally male occupation.

Retreat: Initial meeting is in person

Circle Meets: Either in person or via video conference (Zoom is ideal)

Recommended Circle Size: 6 - 8

Circle Selection: An interview and application process is used to determine good fit amongst members before circles are created.

Circles discussions are facilitated. Educational materials and exercises are used to facilitate discussion, learning and growth for the individual woman and group dynamics.

Benefits of being part of a WoMEN’s Advocacy Circle

  1. Accountability to think ahead, plan and to act upon your plan.
  2. Obtain clarity around decision making and increase confidence
  3. Find solutions to problems by determining the source and developing an action plan
  4. Generate ideas, receive alternative perspectives and evaluate your options before making a decision.
  5. Expansion of knowledge and understanding by sharing the unique skills and experiences of the members of your board. Gain insights you might not have otherwise gained.
  6. Stretch your thought processes and think bigger than you ever have.
  7. Feedback and constructive criticism from others who want to see you succeed - you no longer are “alone.”
  8. Motivation to grow and avoid stagnation.
  9. Network and connectivity beyond the members - expand your network exponentially by gaining access to the other member’s networks.
  10. Board collaboration, working together to refine best practice strategies for success.

Circle sessions will focus on the following three areas:

Creating a Strategic Career Plan: Members develop a roadmap consistent with where they want to take their career, what strengths they can use to take them there and how to navigate the terrain. Member build an actionable plan resulting in focus, confidence and achievement.

Goal Setting: Members set goals based upon their career plan and break them down to monthly actionable steps. During the meetings, we celebrate achievements, share lessons learned, and build effective habits to reach goals.

Brainstorming & Accountability Support: Members brainstorm their options and develop an optimum solution based upon the mastermind process, creating a “third mind”

About Laura Mattia, PhD, MBA, CFP® CDFA®CRPS®

Dr. Mattia is a professor, researcher, author and adviser. Her financial expertise is a unique combination of advanced financial degrees and certifications and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies and Wall Street firms; as a Wealth Manager/Owner for individuals preparing for retirement, and as a Finance Professor at universities. Throughout her career Dr. Mattia has managed and mentored hundreds of women. In addition to her PhD in Personal Financial Planning, MBA in Finance and CFP, Dr. Mattia also has a degree in Psychology and has been trained in group facilitation and group dynamics.

What is the definition of mastermind?

The concept was introduced by Napoleon Hill in his 1930s book, Think And Grow Rich. While Napoleon Hill called it a “master mind alliance,” it’s been shortened and modernized to “mastermind group.” Napoleon Hill encouraged people to gather together in a structured, repeatable environment for the success of all as many successful people have done over the years. Napoleon Hill wrote:

“No two minds ever come together without thereby creating a third, invisible intangible force, which may be likened to a third mind [the master mind].”

Start a WoMEN’s Advocacy Circle in your organization. Call to learn more.

Copyright Laura Mattia ©2018. Women’s Money Empowerment Network. All rights reserved


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