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…

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…

There are no more secrets…

Do you remember when you were a kid and you told a secret to a friend and said, “Please, don’t tell anyone else this!” Then days later the entire school knew your secret and your friend was like, “I just told one person!” Yeah…if you thought that was bad, fast forward to 2017 where the…

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…

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…

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…

A new year, a new focus

A new year is here. I don’t know about you, but my 2017 started off with a big ol’ flat tire, however, I didn’t let it get me down! (Pun intended!) As the Lexus was towed away to the shop to have the tire patched, I had time to reflect and share what the new year…