Be sure to remove “NETWORKING” from your 2019 Marketing Plan

I recently spoke at the Women Advisor Forum of the 2018 Sigma Financial Advisor Summit in Scottsdale, Arizona. I had fifteen minutes to share something really important with the women working in financial services – so I felt compelled to tell them 2019 is the year to just stop networking. Say what? This is what…

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…