In the world of time management, we give a lot of weight to appointments that we set with other people, or events and meetings that we have to attend. We block them out on our calendar and then we make a commitment to show up unless there is a true emergency. And that is certainly a good thing. One would say we are practicing good time management techniques.

And yet, when it comes to making appointments with ourself, we don’t give them the same importance on our calendar. Indeed, most people put themselves last. That yoga class you wanted to take? Missed it again. Getting to bed on time so that you are well rested? Oops, that went out the window when you let something else take precedence over it. Sadly, most of us do not honor appointments with ourself!

me_timeWhen I speak on time management and productivity, I ask my audiences to name something that they don’t allow themselves enough of in their lives. The answers are almost always focused on simple pleasures like reading, sleeping, spending time with family, taking a bubble bath, going for a bike ride, etc. We crave more “me time” and yet we deprive ourselves of it on a daily basis.

We have the imagination to find creative ways to deny ourselves simple pleasures. You should hear the convoluted excuses high functioning, success-minded folks devise as to why they couldn’t possibly, say, sit and read a book for half an hour. It’d be funny if it weren’t so sad that they are denying themselves such basic human treats. Even though I know better, sometimes I catch myself doing the same thing.

Why do we do it? Sometimes it’s guilt, sometimes it’s low self-esteem (a sense that you don’t “deserve” a treat), sometimes it’s because you put everyone else’s needs first. Sometimes it’s a societal dictum or a limiting belief like, “I have to work hard and earn X before I deserve a treat.”

Whatever the reason, the truth is that not only do you deserve to treat yourself to simple pleasures – it’s essential for your health, well-being and creativity.

reading_bookHow can we change this? First, start by recognizing that you give your own appointments the short end of the stick on your calendar and in your own time management practices. Then not only resolve to change this, but act on that resolve. Block out the time on your calendar and then honor that appointment as if you made it with the most important person in your life. Why? Because you are an important person in your life! And you are worth it. Don’t skimp on time for your own personal and professional growth and development.

“But Lisa”, I hear you say, “I can’t possibly. I have too much to do. I don’t have enough time.”

Ask yourself this: What do you spend time doing that you really don’t enjoy – and that you really don’t have to be doing? What isn’t particularly healthy or helpful? What could you be doing less of, if you were honest with yourself?

Maybe you’re a workaholic spending many more hours working than is really required. Perhaps you spend time worrying or stressing or complaining (most people spend more time complaining how little time they have than doing anything about it). Maybe you don’t have systems set up so you are spending too much time doing tasks that could be streamlined. Maybe you’re wasting your evenings watching television programs you don’t really like that much anyway.

Whatever your day is like, you have an opportunity to do less of what you don’t want – and more of what you do want.

I invite you to engage in this rare, but powerful, time management treat. Look for opportunities to not only make some appointments with yourself… but honor those appointments! Trust me, you are worth it.

On Monday, January 26, 2015, I appeared on Fox 40 News Morning Show in Sacramento as a success/career coach to speak about how employees can ask for a raise. This was my second time appearing as a guest expert on this local television station, and they are talking about having me back in the spring again. I love partnering with them! They have a lot of fun in the studio and all seem to really enjoy their jobs.

Lisa-Fox_interviewI was interviewed by their newest anchor, Mae Fesai, and we had a lively, albeit short conversation (the segment is only approximately 2.5-3 minutes long). If you are interested in the state of unemployment (it’s getting better out there!), and how employees and employers can deal with giving (or not giving) raises in 2015, check it out. Feel free to pass it along to anyone that is in the workforce and may benefit from watching.

Watch the video below, or visit the Fox 40 News website.

It’s Deborah, Lisa’s Online Business Manager. Lisa’s enjoying some R&R in the lovely Sonoma Valley, so I thought I’d share some information with you while she’s away. I love how Lisa practices what she preaches!

Don’t miss the chance to set up a chat with Lisa before December 31, 2013 to discuss whether you are a good fit for her upcoming PowerUp Your Business Group Coaching & Mastermind Program starting on January 7, 2014.

If you are interested in scheduling your 1:1 chat with her, please take a moment now to complete the application for PowerUp – click here. Once we receive your application, we will be in touch to set up your call so you and Lisa can determine if you are a good fit for the program.

faqsWe are getting some questions about the program, so here are some handy Q&A to give you more details about PowerUp.

How will this group coaching & mastermind group be structured?
Lisa builds coaching and mastermind groups that consist of a small number of business owners (this group is being limited to a maximum of 15 members) who work together to create an environment of support, guidance and direction. During the calls, each member will have the opportunity to set specific action items, share celebrations and challenges, and seek feedback as they work to accomplish their goals.

Who is this program being offered to?

You are a good match for PowerUp if:

  • You are an expanding business owner who has been running your current enterprise for at least 3-5 years.
  • You have an established core foundation for your business and are looking to expand, streamline, or up-level your business.
  • You need guidance on growth strategies, building a team and systems, and leveraging income opportunities.
  • You want to accelerate cash flow and maximize profits via multiple streams of income and/or more focused offerings.
  • You want to elevate your personal platform while expanding the impact of your personal and business mission.
  • It is recommended that you already have a website and a way to capture and communicate with prospects and clients, or be willing to get these up and running immediately upon starting the program.

What can I expect to achieve as a result of participating in the PowerUp mastermind program?
Business owners who have participated in Lisa’s past group coaching and mastermind programs have published books, launched their businesses, secured television appearances, hired employees and independent contractors, created their first teleclass or webinar, and much much more.

The marketplace seems to be flooded with business coaches. What makes Lisa different?
Lisa’s approach to coaching is unique in that she uses a hybrid coaching-consulting model. Before launching her business, Lisa was a lawyer, educator, and mediator. Drawing from her 11 years as a successful entrepreneur, she is able to effectively guide you through the barriers, and walk through the fears, that are holding you back from achieving your goals. But she also gives you the hard cold facts and answers questions when you need answers!

PowerUpWhat is the meeting schedule?
This group will meet over a series of six months on the first and third Tuesday of every month starting on Tuesday, January 7th and ending Tuesday, June 17th. Please visit the program page for a list of all dates.

Does Lisa have plans to hold additional mastermind groups in the near future?
Yes, Lisa will most likely offer a second round of PowerUp in Fall 2014. But that is awhile away, and not written in stone. If you have been contemplating working with Lisa in a mastermind format, now is the time!

What will the size of the group be?
This group will be limited to a total of 15 business owners.

What are the application requirements?
Acceptance into the program is contingent upon completion of the application.

What is the fee?
T he price to participate is an affordable $1,995 by the early bird deadline of December 12th and then goes up to $2,295 thereafter. A 3-pay option is available if you choose to spread the payments out.

How do I apply?
Click here to download the application and return it to us so we can then set up a chat and explore more fully whether you are a good fit for PowerUp.

I look forward to welcoming you to the group!

Deborah Davis
Online Business Manager

P.S. – Still have questions? Feel free to e-mail us at .

Lisa Montanaro will move and manage Warwick firm from West Coast, thanks to technology

WARWICK — When Warwick resident Lisa Montanaro, a productivity consultant, success coach, business strategist, speaker and author, moves to California, she will not only continue to manage the business she established here, she will expand it.

In 2002, Montanaro founded LM Organizing Solutions, LLC, which offered a variety of services including organizing, business and life coaching and motivational speaking. The company prospered as it drew on her skills as a lawyer, educator, mediator and performer. Today that Warwick company is the organizing division of Lisa Montanaro Global Enterprises.

Montanaro is a member of the National Association of Professional Organizers (NAPO) and the National Speakers Association (NSA). She has presented professionally to audiences throughout the United States and has been interviewed by many television and radio hosts. And her written content has been widely published online and in print. She is the author of “The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life,” published by Peter Pauper Press.

For the past decade Montanaro has lived in Warwick with her husband, Sean, a veterinarian.

This July, the couple and their two dogs, Dublin and Jerry, will move to Northern California. The relocation was prompted when her husband secured a prestigious three-year residency in veterinary internal medicine at the University of California at Davis.

But with modern communications technology, Montanaro, who was already traveling and serving clients throughout the nation and beyond, can simply expand her client base while continuing to conduct business as usual for those back East.

Headed in this direction
In the past few years, Montanaro has achieved success with expanding her business model and services, publishing a book and doing national speaking engagements. This path has allowed her to realize that she can live anywhere while her husband pursues his specialization in the field of veterinary internal medicine.

 

“I have been moving in the direction of a more global/virtual business model for years with coaching, consulting, speaking and online programs, and this has surely forced me to really change over,” she said. “But I am keeping the business open here and making my business bi-coastal. I plan to come back to this area every few months to do speaking engagements and book time servicing my clients in the New York area.”

Montanaro has a residential organizing associate, Camille O’Connor, and other team members that assist her as needed so even if she is not physically here, people who want to get organized can still do so under her business umbrella. And for those who want to work with Montanaro one-on-one, they can get on a wait list for the next time she returns or they can work with her virtually by phone, Skype and e-mail. For coaching, consulting and speaking, distance and geography are no longer a factor.

“Many of my clients and I have never met in person,” she explained, “and yet we have successfully co-created their business ventures, career transitions and life changes together. And I already travel for national speaking engagements, so the only thing that will change is the airport I use.”

As much as she is excited about this new venture, Montanaro admits she will miss Warwick.

“It will always hold a special place in my heart,” she said. “I have lived here for 10 years, and it has been an awesome decade that I will cherish. I chose to live here for the beauty and open space, but now realize that it’s true beauty is the people.”

Essential information
Lisa Montanaro Global Enterprises can be contacted by calling 845-988-0183 in New York or 530-302-5306 in California. Visit www.LisaMontanaro.com.

By Roger Gavan

It is difficult enough for one person to be organized and maintain that state of organization on a daily basis. Now imagine being thrust into a living situation with a person you have never met before, who is not a relative or even a friend. A person with different sleeping, grooming, eating, and studying habits, who may be from a different background or culture, and who has a different schedule and interests to boot. Enter the college roommate. When described in the abstract, the college roommate situation reads like a recipe for disaster. Yet, thousands of college students manage to live successfully and harmoniously every year with a roommate who, just days before the beginning of the semester, they had no contact with. Often times, this exercise in living is a wonderful entrance into the “real world” for college students and can serve as an example of the importance of compromise and flexibility that will serve the student in years to come.

Two such young women decided to work with a professional organizer and life coach, hoping to not only improve their living situation, but their overall lives and habits as well. Let their experience serve as an inspiration to all roommates, college or otherwise, who find themselves living in close quarters with a person they’ve never shared a space with before.

Meet Marta and Maria: So Alike and Yet So Different

Marta Anderson-Winchell and Maria Boere found out they were each other’s roommates about one week prior to heading to college. They had never met before.  In many respects, Marta and Maria have a lot in common. Both entered Pace University in September 2003 as freshman and reside on the Briarcliff, New York campus, in the suburbs of New York City. Both attend Pace on a soccer scholarship, are interested in pursuing a career in human services, maintain good grades, and consider themselves family oriented. Yet, there are many differences between the two young women. Marta not only plays soccer for Pace, but also basketball, which forces her to engage in some serious time management. Marta’s family lives within an hour’s drive from campus, which means being able to head home every two weeks to do laundry. Maria isn’t so lucky, as her family resides in Nashville, Tennessee. Maria shared a room back home with her older sister, while Marta never had to share her space before. Although in the same year of college, they are almost an entire year apart. Most importantly, however, is the fact that the two have very different habits when it comes to organizing and maintaining their space and lives.

When I first visited Marta and Maria, I was struck by how small their dorm room is, but isn’t that par for the course in college? What separates organizing a college dorm room from a traditional house bedroom is that the college dorm room must function as a lot more than just a place to sleep. If you split the dorm room into zones, you realize how multi-functional the space must be. There is the sleeping zone (bed and dresser), the dressing zone (armoire style closets), the food zone (mini-refrigerator and dry food storage), the studying zone (desk and bookshelf), and the hanging out zone (television and chair). That is an awful lot of stuff to cram into one space, but then you also need to double almost everything in order to accommodate two people. It’s no wonder college students are often disorganized – there’s too much stuff in one little space!

Maria is a self-professed procrastinator. She likes things clean but let’s the chores go until she cannot stand it anymore (sound familiar, all you procrastinators out there?). In fact, she will let her laundry pile up until she runs out of undies (if she runs out of clothing such as sweatshirts, however, she often steals Marta’s!). She admits that this stresses her out and she’d like to “change her ways.” Marta does more of the general straightening of the room on a daily basis, while Maria actually does more of the cleaning, such as sweeping and mopping the floors. Neither really likes to or has time to cook, so they usually eat in the cafeteria, but they do keep some food staples in their room (although not near the fridge, but we’ll get to that later).

Doing Better Than They Think But There Is Room For Improvement…

So how are they doing? Not bad. Not bad at all. For two people who have never lived together before, Marta and Maria have managed to figure out a way to make it work. Instead of working against each other’s weaknesses, they compensate for each other. Heck, some married couples could learn from these two! But before we give them a freshman-student-living-together-harmoniously-award, let’s focus on what can be improved.

The actual room set up and design is working. However, Marta and Maria have a huge bean bag chair in the middle of their room. When asked if either ever really sit on it, the answer is once in awhile. Do guests sit on it? Sometimes. How often do they have guests? Not that often. Thus, we discussed storing the chair under Maria’s bed where there was adequate space. That would give a sense of openness to the small room. When guests drop by, they can just take beanie out from under the bed. Interestingly, once we discussed moving the bean bag chair from its precious center room location, the two confided during a later visit that they have been using it more often! Sometimes, when faced with the prospect of purging or relocating an item, a person realizes its value and begins to appreciate it and use it. At least now, however, when it is not being used, it has a “home” to go to that is a bit more out of the way.

Another design flaw of the room organization is that the dry food and cooking supplies are stored on the sole shelving unit across the room from the small fridge. I recommended moving the food and cooking supplies to an open area next to the fridge, which is now unused space. It is a narrow space but there is a lot of room vertically. Often times, vertical space is sorely underutilized and can provide the answer to a storage problem.  So we used a narrow, but tall, clear plastic drawer unit with 5 smaller drawers on top, and 2 deep drawers on the bottom. All of the food easily fit in, as well as the few cooking supplies. Now, they have an actual “food zone.” An additional advantage to this reorganization is that it freed up the shelves where the food used to be for storing things like videos, CDs, photo albums, and their toiletry carts (the bathrooms are down the hall, which means carrying toiletries back and forth). We stored those items in pretty open wicker baskets of varying sizes with removable cotton muslin lining for ease of cleaning. The design provides easy access as the baskets are open, and add charm to the space. We used a matching, but smaller, wicker basket to store extra videos that they watch more frequently on top of the television.

The clothes inside their small armoire closets are pretty well organized. However, their shoes are actually on top of their armoires. They claim they can easily see and reach the shoes up there, and they do not want them in the bottom of the closets so the shoes can air out properly after use (remember we are talking athletes here…). One thing organizers know to do is to work “with” the client, so we left the shoes up there as the system works for them.

As for Maria and her laundry, I recommended setting aside one night per week after soccer practice as “laundry night”. Using positive association, I offered up Thursday night as she can put in her laundry before Friends begins, watch the half hour episode, and then switch the clothes to the dryer. She can then take an hour or so to check and reply to e-mail, and then fold the clothes while listening to she and Marta’s favorite radio show, the Delilah show (which they bonded over when they first moved in together and realized they were both huge fans) while winding down before bed. Using positive association will help Maria not dread laundry, but instead think of it in association with fun television shows, e-mailing friends and family, and winding down with music and perhaps a chat with Marta. Having her laundry done every week will also avoid the pile up that stresses her out and causes her to run out of clothing. She gave this a try and said it did help somewhat. I reminded her that it takes time to make new habits, so she plans to keep at it. I have no doubt she will improve her laundry situation as she is motivated to change this behavior, despite her tendencies towards procrastination.

What Does the Future Hold?

Marta and Maria plan to continue living together as roommates in their sophomore year. They already heard that they are moving to a different dorm. Their actual room will be smaller (yikes!), but it will be part of a suite with another room for two other students, and a common living room and bathroom for all four to share. I have no doubt that they will make the smaller space work, and I plan to check in on them to see whether they have been able to maintain the organized systems we put in place. And when I do, I imagine they will whip out the bean bag chair from under the bed for me to sit on. After all, I may be their professional organizer, but I am also their guest.

This article originally appeared in Balance magazine in 2003.
Copyright © 2003 Lisa Montanaro of LM Organizing Solutions, LLC.

Want to Use This Article in Your E-zine or Website?

You can, as long as you use this complete statement:

Copyright 2003. Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and operate productive and profitable businesses. Lisa publishes the monthly “DECIDE® to be Organized” e-zine for success-minded individuals, and “Next Level Business Success” e-zine for entrepreneurs. Subscribe today at www.LMOrganizingSolutions.com. Lisa is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life, published by Peter Pauper Press. Lisa also publishes the DECIDE® to be Organized blog at www.DecideToBeOrganized.com. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help take your business to the next level, contact Lisa at (845) 988-0183 or by e-mail at .

Time management is a major issue for many people.  And it’s not getting any better.  Experts estimate that during the last 25 years, our leisure time has declined by 37% while our workweek has increased by a full day.  The American’s Use of Time Project at the University of Maryland revealed that the average American spends more than 20 hours per week on housework.

Even if you are an otherwise excellent time manager, a disorganized physical environment will steal a large amount of time and energy from your day.  USA Today reports that Americans collectively waste 9 million hours every day looking for misplaced items.

Here are some small time management tips that can help make a big impact:

  • Take 15 – At the end of every day at the office, take 15 minutes to put things in order.  Put away files that are no longer in use, plug in to do’s on your daily list from your master one, take out files to be used the next day, etc. That way, you come into a clean ready-to-work environment.  At home before you go to bed at night, spend 15 minutes picking up stray items and putting them back into their proper homes.
  • Prepare for Your Morning the Night Before – Prepare for your morning the night before.  Gather everything you will need, such as your pocketbook, briefcase, knapsack, keys, etc. If you have a “home” for these things near your entryway, you will never have a problem scurrying around for them when you are leaving the house.  Choose your clothes and set them out in a convenient location for dressing.  Get out what you need to quickly and easily prepare breakfast.  And be sure to pack your lunch the night before also!
  • Set up a Gift Zone – Buy cards in advance for many types of occasions and even consider some generic gifts for house warming, birthdays, and baby showers.  Keep the items together in a gift, card, and gift-wrapping station with everything at your fingertips if you need to write out a card, choose a gift and wrap it.
  • Record TV Shows – Turn on the television only when your show is scheduled to begin and turn it off when it is over.  Turning the television off 1 hour per week gives you 52 extra hours in a year.  Some people record shows even if they are home to be able to avoid commercials and not interrupt themselves but save the show for when it is most convenient for them to watch.
  • Listen and Learn – Listen to audio books or podcasts for your commute (learn a foreign language, work related, novels, etc.), or consider carrying a mini-recorder to dictate work assignments or even personal ideas.
  • Portable Reading – Carry a “to read” file with you for those times when you are waiting on line, waiting at the doctor’s office, on the subway, etc.  If the reading material sits in a pile at home, it hardly ever gets read!
  • Delivery Anyone? – See what services offer delivery, like office supplies, dry cleaning, food, etc.
  • Organized Errands – Run all of your errands at one time, starting farthest from your house and ending up closest to home.
  • Call & Confirm – Call ahead before going to the store to see if they have what you need, call to confirm appointments before you show up, call to see if the restaurant has seating.  Save yourself unnecessary drives.

Copyright © 2009 Lisa Montanaro of LM Organizing Solutions, LLC.

Want to Use This Article in Your E-zine or Website?

You can, as long as you use this complete statement:

Copyright 2009. Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and operate productive and profitable businesses. Lisa publishes the monthly “DECIDE® to be Organized” e-zine for success-minded individuals, and “Next Level Business Success” e-zine for entrepreneurs. Subscribe today at www.LMOrganizingSolutions.com. Lisa is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life, published by Peter Pauper Press. Lisa also publishes the DECIDE® to be Organized blog at www.DecideToBeOrganized.com. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help take your business to the next level, contact Lisa at (845) 988-0183 or by e-mail at .

Join Me For the Third Teleclass in the Series:
Bold Business Moves: Moving Your Business in the Right Direction

team

This Teleclass will be on Tuesday, June 28th titled: Don’t Go It Alone: It Takes a Village to Run a Successful Business ~ Building Your “Team”

Are you a solopreneur and often find it lonely? Maybe you are a small business owner with employees or subcontractors, but find yourself wanting to brainstorm with those outside your business? You can! Imagine a group of people that are available to bounce business ideas off of, help you make pivotal business decisions, and serve as a sounding board. Set your business up for success by enlisting the help of others. Options are plentiful, from using virtual assistants, independent contractors, and employees, to brainstorming with business colleagues, setting up a formal Board of Advisors, participating in a Mastermind group, or hiring a business coach.

Studies show that business owners achieve success more frequently when they set up accountability programs. Identify different ways to partner with others to improve your business by engaging in competition, and learn the differences between various types of accountability tools. Determine which accountability tools are the best match for your business, and how to implement them. Hear about what other like-minded entrepreneurs are doing. Walk away with a plan to enlist the help of others in your business in a way that makes the most sense for your business model, stage, and needs. Get ready to create your village!

Date: Tuesday, June 28th
Time: 7:30-9:00 pm EST
Can’t make the live call? No problem! All teleclasses will be recorded & available on MP3.
Location: From the comfort of your home or office

Investment:

  • IRIS members: $35
  • Non-IRIS members: $39

Register Online here.

Who Should Participate:
IRIS & NAPO members, professional organizers, interior designers/redesigners, home stagers, coaches, consultants, entrepreneurs, etc.

Do you want to brainstorm with like-minded business owners, while learning from a business coach, lawyer and trainer of entrepreneurs? This series is a cost-effective way to get quality business advice at a fraction of the cost of one-on-one coaching/consulting. Come join us for a teleclass series that promises to deliver great results!

testimonial
About the Presenter:
Lisa Montanaro is an inaugural Certified Professional Organizer, Business & Life Coach, Motivational Speaker, and Author. Lisa founded LM Organizing Solutions, LLC in 2002, and since then, has helped thousands of people and organizations live better lives and operate better businesses. A sought-after business expert due to her background as an attorney, mediator, and trainer of entrepreneurs, Lisa offers business coaching to professional organizers, and other entrepreneurs and small business owners. Part consultant, part coach — Lisa gives expert advice, while also guiding clients to the answers they seek. Lisa presents at national conferences, has been interviewed by television and radio hosts, is a frequent guest expert for national teleclasses and webinars, and has been widely published on the web and in print. <

Join us for Navigating the Ethical Dilemmas of a Daily Money Management Business Webinar

Tuesday, July 26, 2011 — 7 p.m. EST (6 p.m. Central, 5 p.m. Mountain, 4 p.m. Pacific)
**Space is limited to the first 30 registrants** Registration Ends July 19.
1 credit hour to Ethics

Presenter: Lisa Montanaro, Certified Professional Organizer, Business & Life Coach, Motivational Speaker, Author; LM Organizing Solutions, LLC

Lisa Montanaro is a Certified Professional Organizer, Business & Life coach, Motivational Speaker and Author. Drawing upon her experience as an attorney, mediator, educator, and performer, Lisa founded LM Organizing Solutions, LLC in 2002 and has helped thousands of people live better lives and manage more productive businesses and organizations. Lisa is a Golden Circle member of the National Association of Professional Organizers (NAPO) and a member of the National Speakers Association (NSA). A sought-after business expert and speaker, Lisa has presented professionally to audiences throughout the United States, has been interviewed by television and radio hosts, and is a frequent guest expert for teleclasses and webinars. Lisa spoke on ethics at the 2011 NAPO Conference, and has years of experience speaking at conferences for organizers, home stagers, and redesigners on ethical and legal issues. Lisa’s work has been featured in the media, and her written content has been widely published online and in print. She is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life, published by Peter Pauper Press.

What you’ll learn: Are you aware of the types of ethical dilemmas experienced by daily money managers in the operation of their businesses? Based on case studies and led by a business coach-attorney, this webinar will identify some of the most common ethical dilemmas affecting daily money managers, including those that may rear their ugly head with clients, with peers, or with the general public. Understand the differences between ethical issues and legal ones, become more familiar with what to do when faced with an ethical issue, know where to report ethical issues, and what to do when the issue rises to a legal one. Participants will learn how to implement best practices, ways to avoid facing ethical issues, and alternative methods for resolving such issues if they should arise.
After attending this webinar, registrants should be able to:

  • Identify common ethical issues that may arise when providing daily money management services to clients;
  • Identify common ethical issues that may arise when running a daily money management business and interacting with peers and the general public;
  • Understand the difference between ethical issues and legal ones;
  • Become more familiar with what to do when faced with an ethical issue;
  • Know where to report ethical issues;
  • Know what to do when an issue rises to the level of a legal one.

Target Audience: Any member of AADMM will benefit, regardless of level, as ethics affects all AADMM members.

Registration: The deadline to register is July 19, but space is limited to the first 30 registrants. To ensure your spot in this webinar fill out this registration form and fax or mail with payment to:
AADMM Registration Office
174 Crestview Drive, Bellefonte, PA 16823
Fax to: 814-355-2452

Confirmation: Registrants will be notified on how to participate in a follow up email.

Unsure if you are getting the most out of your business?

Unclear as to whether your business is going in the right direction?

Feeling like you could use a business plan revamp?

Then get ready to take your business to the Next Level!

Join us for a Half-Day Live Workshop in Denver, Colorado

Next Level Business Success: Ready, Set, Go!

Presented by Lisa Montanaro
Certified Professional Organizer®, Business & Life Coach,
Motivational Speaker, Author

Your investment includes:

  • A half day of education, interaction, and networking
  • Workshop handouts, including a customizable Action Plan that will help you implement what you learn
  • A resource guide filled with business/legal/entrepreneur articles written by Lisa
  • Subscription to the Next Level Business Success ezine
  • A follow-up group coaching call within 60 days of workshop completion
  • 30 minute laser coaching session with Lisa to be used within 6 months of workshop
  • Unlimited email access to Lisa after the workshop ends
  • Certificate of Attendance for continuing education credit

Bonus: Networking lunch served from 12:00-1:00 pm after workshop (exclusively for those that register for full day program, which includes Branch Out workshop from 1:00-4:30 p.m.)

Topics Covered: The workshop will help you create a plan designed to implement business growth by focusing on three phases: Ready (assess), Set (strategize and plan), Go (take action). We will examine where your business is now, where you want to take it, and how you will get it there. This interactive, entertaining, and intensive workshop will cover a wide range of topics, including:

  • Assess the strengths and weaknesses of your business
  • Active business planning strategies
  • Best practices for business owners
  • Marketing/Unique Selling Proposition
  • Ideal Client/Target Market
  • Business models
  • Business Systems/Operations Manual
  • Create a strategic plan for growing operations
  • Start preparing for your exit strategy
  • Delegating and outsourcing
  • Hiring employees or subcontractors
  • Creating multiple streams of income/leverage your content
  • Establishing a Board of Advisors
  • Accountability checks/tools
  • Focusing on your unique areas of brilliance within your business
  • Learn how to work on your business, not just in it
  • Hear valuable lessons learned based on the presenter’s years of experience as a successful business owner

Who Should Attend: Are you a solopreneur and often find it lonely? Maybe you are you a small business owner with employees or subcontractors, but find yourself wanting to brainstorm with like-minded business owners, while learning from a business coach, lawyer and trainer of entrepreneurs? Perhaps you are at a pivotal point in your business, and need to make some tough decisions.

Regardless of the level your business is ready to move to, this workshop will help you get there. If you are in the beginning stages of business, this workshop will help you start off on the right foot. If you are in business for years, this workshop will help you figure out what’s next and give you a customizable Action Plan to get there.

You will leave the workshop motivated and prepared to act. If you’ve never seen Lisa in action, come join us for a workshop that promises to deliver great results!

Rave Reviews from Past Attendees of Lisa’s Workshops:

“You are very well-spoken and a wonderful presenter. You did a great job providing so much relevant content and without giving us that feeling of info-overload.”

“I went to your workshop at the NAPO Conference and just wanted to tell you how impressed I was. You are such a knowledgeable and good speaker. I have already implemented so many of your suggestions. Yours was the only CD I purchased from conference. I am sure your session will benefit me for years to come.”

“The level of energy and enthusiasm you bring into the training environment is truly admirable and your organizational skills certainly show proof of the amount of effort and thought you place in preparing for your workshops.”

“Your workshop at the NAPO National Conference was alone worth my entire investment (registration, hotel, transportation, food, etc.). Thank you so much!”

About the Presenter:
Lisa Montanaro is an inaugural Certified Professional Organizer, Business & Life Coach, Motivational Speaker, and Author. Lisa founded LM Organizing Solutions, LLC in 2002, and has helped thousands of people and organizations live better lives and operate better businesses. A sought-after business expert due to her background as an attorney, mediator, and trainer of entrepreneurs, Lisa offers business coaching to professional organizers, and other entrepreneurs and small business owners. Part consultant, part coach — Lisa gives expert advice, while also guiding clients to the answers they seek. Lisa presents at national conferences, has been interviewed by television and radio hosts, is a frequent guest expert for national teleclasses and webinars, and has been widely published on the web and in print.

Lisa Montanaro and Sandy Dixon, both nationally recognized experts in their fields, are joining forces to bring a power-packed series of business growth workshops to beautiful Denver, Colorado on June 17th and 18th*.

Their combined energy, enthusiasm and expertise will make this one-of-a-kind learning experience a memorable one and will help attendees learn how to maximize and monetize their business.

Regardless of whether you are new to the business or have years of experience, these workshops will help you focus on what’s really important and will teach you how to systemize, market and promote yourself and your services in a way that gets noticed AND gets you booked!

The back-to-back workshop format allows attendees to choose one or all of the following classes:

June 17th from 8:30 am – 5 pm: Mastering Your Presentation Skills, presented by Sandy Dixon. See the course details here.

June 18th from 8:30 am -12 noon: NEXT LEVEL Business Success: Ready, Set, Go!, presented by Lisa Montanaro. See the course details here.

June 18th from 1 – 4:30 pm: BRANCH OUT: Become a Professional Organizer or Add Organizing Services to Your Business Mix, presented by Lisa Montanaro. See the course details here.

June 20-22nd from 8:30 am – 5 pm: 3 Day Home Staging Certification Class , presented by Sandy Dixon. See the course details here.

Location for all workshops: Homewood Suites by Hilton, Littleton, Colorado (special room rate of only $79 for attendees)

Click here to see the pricing and course descriptions for each workshop.

Who Should Attend:
Are you a solopreneur and often find it lonely? Maybe you are you a small business owner with employees or subcontractors, but find yourself wanting to brainstorm with like-minded business owners, while learning from a business coach, lawyer and trainer of entrepreneurs? Perhaps you are at a pivotal point in your business, and need to make some tough decisions.

Regardless of the level your business is ready to move to, this workshop will help you get there. If you are in the beginning stages of business, this workshop will help you start off on the right foot. If you are in business for years, this workshop will help you figure out what’s next and give you a customizable Action Plan to get there.

You will leave the workshop motivated and prepared to act. If you’ve never seen Lisa or Sandy in action, come join us for workshops that promise to deliver great results!

About the Presenter:
Lisa Montanaro is an inaugural Certified Professional Organizer, Business & Life Coach, Motivational Speaker, and Author. Lisa founded LM Organizing Solutions, LLC in 2002, and has helped thousands of people and organizations live better lives and operate better businesses. A sought-after business expert due to her background as an attorney, mediator, and trainer of entrepreneurs, Lisa offers business coaching to professional organizers, designers, redesigners, stagers, and other entrepreneurs and small business owners. Part consultant, part coach — Lisa gives expert advice, while also guiding clients to the answers they seek. Lisa presents at national conferences, has been interviewed by television and radio hosts, is a frequent guest expert for national teleclasses and webinars (including NAPO and IRIS annual and regional conferences), and has been widely published on the web and in print.