I need some help with this reader’s question…

This post might get me into trouble – but I’m going for it because I’ve been truly baffled on what the hell is going on out there. I have people who come to me ALL DAY LONG and ask me for marketing advice. I never tire of giving it – what I tire of….(and this…

InvestmentNews: Women Adviser Summit 2018 – Denver, Colorado

As luck would have it, I was able to attend and speak at the InvestmentNews Women Adviser Summit in Denver, Colorado on September 13, 2018. It will also be one of my greatest accomplishments both personally and professionally. (A huge thank you goes out to Theresa Gralinski and Suzanne Siracuse of InvestmentNews for their warmth…

Women’s Marketing: Either go all in or get out

I’m being pretty bullish on this topic and you know why? Because I’m a woman and we deserve our own marketing messages in financial services. I know – I know – some folks out there may be sick of the female ‘movement’, but guess what? Without us, mankind doesn’t exist, so let’s figure out a…

After divorce…my story

I want you to imagine walking out of a Michael’s Arts & Crafts store…your twin grandsons are fighting over a doughnut while you are grabbing up their hands to make sure they stay safe from cars passing by. It was warm outside that day and as I approached my SUV, my cellphone rang. Then my…

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…

Maybe Beyoncé was right?

If you aren’t a woman, then chances are strong you know one. (There’s at least a 50/50 shot at this, right?) Today, I want to share some powerful numbers with you: In 2015, Fidelity Investments reported: 92% of women want to learn more about financial planning In 2014, Prudential reported: What women want from the financial services…

If you work with women, read this…

  Guess what, guys? The ladies are watching you. Before you get really excited about this you better keep reading… As a woman who works in online networking and social media marketing, I’m an overall go-to-person on these topics for financial service organizations. My job is to pay attention to what others do and especially…