#FridayReads – This Is Water by David Foster Wallace

I’ve been going through some things in my personal life that are really hard. Like anyone, I have good days and bad days. This week, I had a really good day. My mentor, Robert Brumby, had mailed a package to me and when I opened it, this 137-page book fell out. Now, it’s a small…

Search Engine Optimization for #FinServ

Wait…I promise this blog is not about to overwhelm you….so don’t give up on me just yet! SEO (Search Engine Optimization) is a topic you see, scroll past, and think, “It doesn’t affect my financial services practice” but oh boy – it does….and those who understand it well are winning be default and kicking your…

Are you quick to deny assistance?

I recently read a fantastic article on a smaller publication about insurance, moms, and reviewing what they bring to the table. It was really well-written. I couldn’t find the author on LinkedIn (hmm…it’s 2017…c’mon…) so I emailed this person to ask if I shared the article where would they like for me to direct my…

Back to basics

We all have a nightmare customer service story these days, don’t we? I mean, it might not have been as bad as United Airlines or Delta, but something that just made you leave an encounter thinking, “What the….”  Well, welcome to Customer Service 2017! Are you shocked?  I have to admit I’m stunned every time…

Do this if you don’t want to work with women…

I recently attended an event and I heard three male financial service professional speakers crack jokes at the expense of a woman. As a woman sitting in the audience, I will admit it – the joking made me slightly uncomfortable. My immediate reaction was to look around the room and to see the response (most…

#FridayReads – Year of Yes by Shonda Rhimes

It’s been a while, my friends. I have read books but failed to share book reviews, but this one….this one was too good to not share with all of you. I got to the end of the book and thought, “I’m jonesing for some more Shonda!” Yes, it was THAT good! What else you got? …

What really happens without insurance?

I’m finally ready to talk about something very personal. Something which affected my home even though I work in financial services. On Friday, May 5, 2017, my mother-in-law, Mary Madjlessi, died at 2:45 am in a state-aided nursing home. She died in a bed just 10 feet from another resident. There was no privacy when…

Before you hit “share” again – read this

It’s quite easy to say this topic is coming about due to the political stress and duress many are experiencing in America today. However, I assure you my concern has much more to do with your personal brand as a financial service professional than anything else. Before you hit “share” again, please take a moment…

Why nobody really wants things for free

I spent the last ninety days giving it all away in the name of research. You heard me right. I wanted to see what the reactions were when I gave social media assistance away for free to different financial advisors across the United States and asked for absolutely zero, zilch, nada in return. The overwhelming…

It’s not enough to be on time anymore

When I graduated in 1989 from Fort Zumwalt North High School in O’Fallon, Missouri, I walked off the field that day with not only an academic diploma, an acceptance to St. Louis University, but also a certificate of achievement for having never been late to class a day in my life. That’s right – I’ve…

When what you’ve always done stops working

We all get those emails, right? “I’m just following up on….” blah blah blah. YUCK! Can we all agree to stop following up? …but I want my answer! Yes – I get it that you need an answer, however, following up is all about you. You’re doing it in your timeframe, at your convenience, for…

Making a difference is hard work!

Ok, financial services community – I’m admitting something…I really stunk at math in school. There…I said it out loud. If Mr. Grimes at Fort Zumwalt North High School in O’Fallon, Missouri had not graded on a curve in 10th grade, I likely would have failed geometry. I stopped taking math classes pretty much after that…