❤️💕 So lucky to call these ladies my friends.

A great lunch and learn event with Samantha Russell 👩🏼‍💻 highlighting the best ways to leverage social media for business development! Wealth Management EDGE

Justin is the best at asking big, thought- provoking questions.

Excited for this one!

Samantha Russell 👩🏼‍💻 sharing the good news about zero-click social content. It makes a MASSIVE difference for engagement. Great stuff!! #wmedge WealthManagement.com

The best new investing strategy 😂

Via Tim Ferriss

First time back on an in-person stage tomorrow in over a year

If you are at WealthManagement.com #WMEdge - come join over lunch and learn what the 7 Biggest Social Media Mistakes people make

I have 30+ examples to show
+ How to spend your time to see real growth & ROI

Wealth Management EDGE

Being their mom is my greatest joy 💕

Happy Mother’s Day everyone.

Whether this has been a hard day or a great day- it was another day alive on planet earth.

So much to be thankful for. 💐

I recently met a young advisor in Tennessee named Thomas who is KILLING it by doing 2 things:

1. Tapping into the 50+ crowds love of PICKLEBALL 🏓

2. Using Facebook Groups

Here's what he's doing and why it works long-term to generate business:

My college girlfriends try to do a trip once a year.

This one in NYC this weekend was SO good for my soul

I haven't laughed like that in a year.

Old friends are the biggest blessing 💕

(as are babysitters who watch my kids so I can make it happen! 🙌)

If you write like people talk, more people will read what you write.

🛑 Stop asking for visitors to provide their phone number on your website when downloading an ebook, guide, one-pager, etc.

✅ For these type of lead-generation tools...

Ask for name and email ---that's it.

ProudMouth Matt Halloran

Dumb marketing to stop doing:

1. Record a podcast but don't also put the video on Youtube
2. Record a webinar, video or podcast and don't make AT LEAST 2 short video clips to share
3. Have a website with no way to get in touch but a form
4. Make phone number required on forms

Every since my husband died at 41 yrs old leaving me &3 little kids behind, I just don't have it in me to make small talk

I end up mentioning his death in most conversations, which leads to some awkward moments

..but also the most meaningful

Lets normalize talking about death