Time to Get In the Game

Special Guest:
Pat Roque

Get In the Game

Pat Roque is never one to shy away from a challenge. In college, she took on four internships—back when internships weren’t even a thing. By age 24, she founded her own company, Business Boomers, which helps business professionals find success through marketing, promotions and events. And eventually she found a very interesting niche—Golf For Business Bootcamps. These training courses cover everything from learning golf etiquette, to volunteering at golf events, to making connections on the course. Pat has found a unique career helping people feel comfortable around a sport that affords opportunities to not only make business connections, but also raise money for charity.

From a birdie to a bogie, Pat makes it her mission to teach the fundamentals of golf. Like etiquette at a dinner party, the game of golf requires certain manners that can help golfers not only enjoy the game for the sportsmanship, but also for the potential business connections they can make on the links. As Pat says, it’s about learning to be comfortable in the country club and on the course. It’s also about setting a foundation of credibility on the course that can get people interested in the game and also help them in the business world. Remember that it’s never too late to learn something new. Reinvent yourself!

For more information about Pat’s services, contact her by email at pat@thebusinessboomer.com, phone at (973) 809-4445, Facebook under “Business Boomers”, or on her website at thebusinessboomer.com. You can also take a peak at her FB page for the Golf Bootcamp.

Join us next week on Women Rocking Wall Street when communication expert Erin Donley shares with us how women can communicate with boldness and thoughtfulness.

Also coming up March 9 is the Women in Pensions Network (WiPN) Networking Event in San Francisco, where I’ll be presenting “Surviving in an Over Wired World.” Head on over to the registration page to learn more.

Ski Like a Girl

Special Guest:
Kathleen Burns Kingsbury

Ski Like a Girl

With a background in wealth psychology, it’s no surprise Kathleen Burns Kingsbury has amazing career insight to share with us on this week’s episode of Women Rocking Wall Street. Kathleen is the founder of KBK Wealth Connection, which empowers financial advisors and teaches them to communicate effectively with clients. On this episode, Kathleen will chat with us about the relationship she’s noticed between sports—specifically, skiing—and her career, and how understanding this link can help you (even if you don’t ski!) Kathleen has learned many lessons from this male-dominated sport that translate to her job. She’s proud to “ski like a girl”—as the saying goes—by embracing her femininity while competing with men and having fun. Here, she tells us about how she used her experience on the trail to excel as an entrepreneur, from tackling fear to accepting falls.

When skiing a steep trail, it may feel uncomfortable to lean forward, but leaning back will actually cause you to crash. Likewise, resist the instinct to take a back seat in your career—pushing forward, even when it feels scary and uncomfortable, is the best tool for success. And if you fall, oh well! Erring too much on the side of caution may cause you to miss a chance that can change your career. As Kathleen’s skiing buddies tell her, “If you don’t fall at least once, you aren’t pushing yourself.” Men are conditioned to fall, get bruised and pick themselves back up. Why shouldn’t women embrace the same kind of fearlessness?

For more of Kathleen’s insights and to connect with her, visit her website, Twitter, and LinkedIn. And for more information about financial therapy and events related to it, check out financialtherapyassociation.org.

Join us next week when I speak with Pat Roque. Talk soon!

Nail Your Niche

Special Guest:
Constance Freedman

Nail Your Niche

What can you bring to the table that’s unique and valuable, both professionally and personally? On this week’s episode of Women Rocking Wall Street, Constance Freedman shares how she found her uniqueness, and I hope it inspires you to find your niche as well. Constance has quite an interesting story, beginning her career as a real estate agent during college, where she studied information systems and technology. After graduating, she spent seven years at two different technology companies, garnering lots of great opportunities during the .com boom. Little did she know, both her technology and real estate expertise would converge to create the perfect career path for her. Today, she is the managing director of Second Century Ventures, initially capitalized by the National Association of Realtors. “It was an opportunity for me to pull all of my background together,” Constance says. Second Century Ventures began by investing in tech companies that were pushing innovation in real estate and its related industries. In 2013, she launched Reach Growth Accelerator, providing companies tools for success like education, mentorship and insight. And in 2014, she was recognized by Crain’s Chicago Business as one of the 40 Under 40.

Constance’s story begs the question—how can you leverage your experience to carve your own unique career path? As Constance tells us, it involves a mix of having intention and an open mind. In addition to using past experiences to move forward, always keep an eye on new opportunities and try new things that help push the limits. “The intentional aspect is to always look for the next challenge that may create opportunity,” she says. I encourage all of you to keep one eye on your past experiences and the other eye on future opportunity.

Stay tuned next week for my talk with wealth psychology expert and author Kathleen Burns Kingsbury, whose company mission is to teach financial services professionals how to communicate better with clients.

Say What You Mean

Episode 9: Say What You Mean
Special Guest: Susan Weiner

Did you know the average employee spends about 28 percent of the workweek managing their inbox? Writing and reading emails takes a lot of time! Think of all the hours you’d save and the ways your business relationships would improve if everyone said what they needed—quickly and clearly. That’s why I’ve invited Susan Weiner to chat with us in this week’s podcast about the link between effective email communication and business success. Susan is a prolific editorial contributor who’s built a successful career through writing and editing articles and commentary for investment and wealth management firms. She also has a fabulous Investment Writing Blog and even wrote a book about financial blogging. (Sign up for her newsletter to receive her free e-book, “Investment Writing Top Tips.”) On this week’s episode, Susan walks us through some great tips for improving our emails, from targeted subject lines to summary sentences. As Susan says, a great email subject line is like an airport landing strip—without one, you have to survey the entire area to find a spot to land.

By appealing to the reader’s interest and quickly summarizing the action needed, communication and efficiency will improve. Not only does this save everyone time, but it also creates a more positive work environment. When we all understand each other, business runs smoother.

Be sure to tune in next week, when I invite Constance Freedman, managing director of Second Century Ventures, to speak with us about nailing your niche.