Jobie Summer: Financial Advisor on Socially Responsible Investing

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jobie-summerMy guest this week on the Daring Dreamers Showcase at IDareYouRadio.com is Financial Advisor, Jobie Summer. Jobie specializes in advising other financial advisors, particularly in the area of Socially Responsible Investing. GO HERE TO LISTEN.

When we first met, I didn’t realize how relevant the information she shares is for those of us who are not financial advisors. But when it became clear to me that her knowledge and her products would be as interesting and helpful to others, too, I asked her to be my guest so she could talk about what you need to know as an investor or future investor.

You’ll hear:
•  how Jobie helps other advisors market their practices
•  how she helps create change in our economy
•  why Socially Responsible Investing is so importnat
•  what to do to get your financial advisor up to date
•  what you can do to make a huge difference in the economy and environment as a shareholder

Jobie Summer is the founder of Resources for Advisors. She has been a leading financial advisor for nearly 15 years. She has been recognized with many National awards as well as having many designations: she is a Certified Financial Planner, Certified Estate Planner and Certified Fund Specialist.

What is unique about Jobie is that

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Body-Surf is Finished!

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Here it is, all done. It was really hard to photogrpah becuase of the similarity in colors of stone, but if you look carefully in the part that sticks out from the wave, it’s the horse’s neck and right arm sticking out.

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A Ton of Opportunity….

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sm-creativity-2You have probably seen this quote from Albert Einstein: “In the middle of difficulty lies opportunity.”

Well, this weekend I had a ton of opportunity…. Imagine my horror when I awoke after the night’s huge storm to no phone line and a computer that wouldn’t turn on – when I had a full schedule of clients and emails to get out!

Sometimes the opportunity is really to take the day off. So I did, and as the computer guy fixed my machine, I had a nice day planning out a few things, resting, reading…and holy cow! 90 bucks to fix the ON button? Wow. Well, at least it wasn’t something impossible to fix!

Why is flexibility important? Because I believe that, as I Deepen my experience of walking my talk and Living my Dream, I must stay ultimately bendable and able to slide, run, duck, laugh and fly when needed, be humble enough to know I can’t do it all, and ask for help when I need it.

So I might plan something, but if the Universe says, “Angela, REST!” then you better believe I’m going to rest. And call a buddy for support! (Thanks, Rebecca!)

Being flexible didn’t mean turning into a wet noodle – I didn’t drop the ball on the court or get out of the Game – I still took the computer down to the Mac Hospital, and I still met with my clients using my cell phone. But I cancelled until today the things I had on my schedule that called for sitting in front of the screen (like writing this note) and using the land line.

Are you that flexible? CAN you be? Because if you can be, your life will run more smoothly and you can be happier with yourself, your life and accomplishments. That’s part of living your Deepest Dream.

How do you create your life so you, too, can Deepen your own Dream?

I invite you to

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Global Teleclass Leaders for February

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angel-under-a-tree-4hEvery few months last year I was invited to deliver a teleclass for GlobalTeleclass.com. I’m grateful that I was invited again for this February – here are the details for not just my teleclass next week, but all the others available to you for zero cost.

On GlobalTeleclass.com you can get a fantastic array of FREEbie teleclasses by the very top Health, Personal Development and Sales & Marketing leaders.

If you want a boost in your business, a way to create better health for yourself or someone in your family or circle of friends, or want to find out how to increase your confidence and self-esteem, here’s where to find the best of the best: GlobalTeleclass.com

Next month we have an

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Create YOUR Dream in 2010!

Daring Dreamers 2 Comments

reclaimRecently, a friend sent me a long detailed news article all about how the APA (American Psychological Association) had once again refused ACEP’s (Association for Comprehensive Energy Psychology) bid to get approval for energy therapies for continuing education certification. Very disappointing.

It would have been really easy to get upset about it – “why don’t they see how effective it is, what were they (not) thinking, when will it ever be ‘normal’ for energy practices to be accepted….”

BUT…in Dr. Mercola’s newsletter this week, he speaks about how any innovation goes through 3 stages: people laugh at it, thinking it’s crazy; violent opposition; and acceptance into the mainstream.

So, I figure that, since congress is past the laughter and mockery stage and is now on its 4th refusal, acceptance is close behind. Not long now!

How does that apply to you and your own life?

Have you ever thought up something that was so exciting to you that you shared it with your loved ones and friends – only to have them laugh and tell you it was crazy? Or impossible? Or did they (mother, father, husband, wife….) violently oppose any thought of it happening – maybe even forbid you to do it?

Good!

Huh? Why good???

Because now you know you…

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How Do You Create the Actual Path of Your Deepest Dreams?

Daring Dreamers 1 Comment

intentIn my experience as a Business Success Coach, professional Artist, published Author and Radio Show Host, I’ve found that in order for me to live what I dream, I’ve had to be daringly and sharply decisive, unwaveringly committed to my success, and lovingly relentless about holding my Vision.

I found that, when I got really clear about who and how I want to be, what I want to do and how I want to do it, if I follow a very specific path using very specific steps, I can do pretty much anything I want.

There are 6 Crucial Keys, and I want to share them with you.

I’m passionate about you living your Dream! I want you to stop dithering and complaining and blaming and wasting your energy on shame, guilt, resentment or envy. I want you to stop thinking so much and wondering what other people think of you and wondering if… and how… and when…. I want you to start just doing it. NOW.

How much time do you have left on this planet? None of us knows, and it can go in a nano-second. Will you be delighted with what you’ve done? Or disappointed?

Do you have any idea how valuable

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Quit Crying, Calm Down and Step Up!

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donkeyOne day a farmer’s donkey fell down into a well.

The animal yipped for hours as the farmer tried to figure out what to do.

Finally, he decided the animal was too old to help himself and he just wasn’t able to retrieve the donkey anyway. He invited all his neighbors to come over and help him. They all grabbed a shovel and began to shovel dirt into the well.

At first, the donkey realized what was happening and cried horribly. Then, to everyone’s amazement he quieted down.

A few shovel loads later, the farmer finally looked down the well. He was astonished at what he saw. With each shovel of dirt that hit his back, the donkey was doing something amazing. He would shake it off and take a step up.

As the farmer’s neighbors continued to shovel dirt on top of the animal, he would shake it off and take a step up.

Pretty soon, everyone was amazed as the donkey stepped up over the edge of the well, and happily trotted off!

Life is going to shovel dirt on you – all kinds of dirt.

The trick to getting out of the well is to shake it off and take a step up!

Each of our troubles is a stepping stone. We can get out of the deepest wells just by not stopping, never giving up! Shake it off and take a step up.

The five simple paths to happy-ness:
Free your heart from hatred – forgive.
Free your mind from worries – most never happen.
Live simply and appreciate what you have.
Give more.
Expect more of yourself!

The Birth of an Adventure!

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money-fllws-car-siteHave you ever had an absolutely outrageous idea for something that you’d really like to do come into your mind and not go away?

Maybe it’s something that you’ve thought about before, and pushed to the back burner or even all the way to the trash simply because even the thought of it was so completely outside your reality.

Or maybe it’s because you just didn’t see how to make it happen, or that you thought you might get a lot of flack for it.

Well, I’ve had an idea like that floating around in my head for a couple of months now. At first I put it in the trash because it simply didn’t fit what I thought I wanted to be doing in the next 6 to 12 months.

But it just wouldn’t stay there. It kept creeping into the back of my mind, onto the back burner, and recently, coming further and further to the front. Until only a couple of days ago, I gave in to it. OK! OK! I get it! Stop bugging me! I’ll do it!

So I’m telling you today that something magical and adventurous is in the dockets for me in the next three months, but I’m not telling you all about it yet, because I want to conserve the creative energy I need in order to get it happening.

In the kind-time, I’ll say this: I have a new, unique program for helping you get new clients and create your success that will knock your socks off.

I’m also creating a teeny tiny group of Elite Intrepid Explorers (12 at the max) who will be able to accompany me, share experiences, feedback and support on this new adventure. It won’t be cheap, but it sure will be extraordinary. I’ll let you know more details within the next week or so. I’m so stoked I can hardly sit still!

A Little Happy Holidays from Me to You!

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The Importance of Play

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sm-playDid you know that there was a study done on a murderer and they found that playing when he was a child was suppressed?

Find out why play is so important no just to our ability to be social but to the very working of our brains in this great ten-minute talk on TED.

I love TED’s talks! Check it out HERE. The video is around 20 minutes long.

A Message from the Hopi Elders About 2012

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sm-loveI saw this a while ago and really liked it.

A friend sent it to me today, and I thought I’d pass it on to you:

You have been telling the people that this is the Eleventh Hour.

Now you must go back and tell the people that this is The Hour.

Here are the things that must be considered:
Where are you living?
What are you doing?
What are your relationships?
Are you in right relation?
Where is your water?
Know your garden.
It is time to speak your Truth.
Create your community.
Be good to each other.
And do not look outside yourself for the leader.

This could be a good time!

There is a river flowing now very fast.
It is so great and swift that there are those who will be afraid.
They will try to hold on to the shore.
They will feel like they are being torn apart, and they will suffer greatly.

Know the river has its destination.

The elders say we must let go of the shore, push off toward the middle of the river, keep our eyes open and our heads above the water.

See who is there with you and celebrate.

At this time in history, we are to take nothing personally, least of all ourselves. For the moment we do, our spiritual growth and journey comes to a halt.

The time of the lonely wolf is over.
Gather yourselves.

Banish the word struggle from your attitude and vocabulary.

All that we do now must be done in a sacred manner and in celebration.

We are the ones we have been waiting for.

The Elders
Oraibi, Arizona
Hopi Nation

Do Your Beliefs Undermine & Sabotage You?

Daring Dreamers 1 Comment

sm-oikA while ago, a friend of mine published a book. She asked me for some feedback on the cover before she sent it to the printer.

I suggested to her that, before she did let it go, she might make a couple of small changes on the cover that would make it more compelling to its target audience.

She decided not to, because her designer “had already made lots of changes and I don’t want to bother her, or pay for more changes.”

She was at the effect of her beliefs that, 1. it was too much trouble for the designer, and 2. that it Read the rest of this entry »

Holding the Gem of Love

Coach Angela Speaks, Daring Dreamers 2 Comments

hugThis morning I was working with ‘Sam’, a coaching client. At one point in our session, he asked if I was disappointed in his lack of progress.

I was surprised, because he has been making huge leaps and bounds, and, to my mind, didn’t even go near ‘lack of progress.’ He’s so far ahead of where he was 5 months ago you couldn’t really call him the same person.

But people’s feeling are their feelings. They have no logic at all, nor do they have any basis in anyone else’s thoughts. So my own perception of Sam had nothing to do with what he saw for himself.

In truth, deeper than the question of whether or not I was disappointed, what was more real for him was a fear that he had no value and that, try as he might, he wasn’t going to ‘get anywhere’.

Even deeper than that was Read the rest of this entry »

That Elusive Inner Connection….

Daring Dreamers 3 Comments

sm-shareOne of the most debilitating things I see happen to my coaching clients and students is temporarily losing the connection with their most sacred inner, creative selves.

That inner self is the very source of creativity, love, sense of place and unbending motivation. To lose connection with that sublime, powerful self is to waver and wobble upon your rightful and fulfilling path through life. The longer the connection remains lost or dormant, the more pain and suffering you experience.

In 1986, I was living in a beautiful house about 2 blocks from the beach in Hawaii. My kids and I got along great. I had a nice car, clothes, food in my belly–and I even had the ‘job’ of my dreams–doing my paintings and sculpture, and showing in exhibitions in Hawaii and internationally.

Yet I was miserable.

I couldn’t figure it out. I had everything everyone asks for, but I still had intense fits of depression that left me feeling broken, weak and sick. I spent hours crying and feeling sorry for myself. My thoughts were utterly black. I kept asking myself, ‘why???’

So I did a radical thing. Read the rest of this entry »

How One Tomato Saved My Life

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tomatoI knew I was dying. It had been five days since I had eaten, and in that time, I’d only been able to barely keep the tiniest licks of water down. Fasting wasn’t a problem. No water, however, was.

It was mid-August, 1984. A week before, as one of the greeting representatives for the Kauai yachting association that held a trans-pacific race every two years, I welcomed a father and son team who came in second in the double-handed (only two people on the boat) race.

I helped them unboard, carry their gear, trash, dirty laundry and empty supply containers up to the docking station where everyone was busily meeting, greeting and celebrating. They still had wobbly sealegs after two weeks on the water, so we went slowly. As soon as they were set, I went on down to the next boat that was just now pulling into the marina.

On the muggy tropical awards night a couple days later, by chance I was placed next to Tony, the father of the crew I had welcomed. He said he was looking for a crew to sail his boat back to California with him as his son had flown back to the mainland already.

Before I could stop my Read the rest of this entry »