Welcome to the firstADVISOR

Welcome to the 2008 FirstAdvisor!

Did you know that women in their 30's rely primarily on the Internet for financial advice?* Proof that keeping nimble and thinking creatively to grow and sustain your connections with prospective clients is a must in this competitive economy.

With this theme in mind, we talk to Susan Harrow, author of Sell Yourself Without Selling Your Soul, about how women in financial services can better promote themselves in a meaningful way to compete in this "man's world" with confidence. Susan is President of prsecrets.com and Harrow Communications and a 13-year veteran of the media wars. In our interview with Susan we explore why women too often shrink from marketing themselves, and why this is an expensive mistake in today's media-savvy environment. You will even be able to join the conversation live on July 30, when we speak with Susan during our next Synergy Series teleconference.

Also in this newsletter, Rosa Shilanski of Summit Brokerage in Anchorage, Alaska, shares with us her unique method of mixing work with family to create a flexible, dynamic approach to working with her clients. We track Rosa's career in a family business from the beginning to its current position of employing seven people - including three family members - and working with more than 1,000 households.

Thanks to everyone who participated in the first of our FirstAdvisor Synergy Series featuring Susan Bradley of the Sudden Money Institute and your continued support of FirstAdvisor. Your comments and feedback are always encouraged and incorporated into this newsletter and our Synergy Series whenever possible!

Laura Bennstrom
Director, FA Recruiting Services
Laura.Bennstrom@firstclearing.com

*Investment News June 2, 2008

FEATURE:

Don't Sell Yourself Short
Media Coach Susan Harrow teaches the art of healthy self-promotion

Too often women in the financial services industry are reluctant to promote themselves and their business because centuries of socialization have taught us to be demur and defer the attention to our male counterparts. In her book Sell Yourself Without Selling Your Soul, media coach and marketing consultant Susan Harrow helps shatter those preconceptions with an effective guide to understanding the importance of self-promotion and tips on how to get yourself and your ideas out into the marketplace without "morphing into an alpha male."
Continue reading this story

STATS:

Key Financial Concerns

47.4% - Their greatest fear is losing money
41.7% - Feel fearful when they have to make financial decisions
23.6% - Do not like a lot of risk
9.40% - Prefer to invest in companies that make products they know

Source: Women of Wealth - Understanding Today's Affluent Female Investor, Russ Alan Prince & Hannah Shaw Grove

2008 First Impression Event Calendar
July 16-17
August 6-7
September 24-25

2008 FirstAdvisor Synergy Series (Teleconference Series)
July 30th
November 20th