SUCCESS

Technology has disrupted the financial services industry. Most financial professional are still struggling to adapt. The superstars of tomorrow will be built around a digital brand with highly systematic processes that do everything from generating leads, maximizing the customer experience, to creating brand ambassadors that are significant sources of referrals. These kinds of practices are also significantly more sellable.

I'm a self-avowed tech junky & digital maven who has taught agents and advisors how to see themselves differently and unlock the power of a brand. 

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I launched my podcast in 2019 and published my 1st book in 2020, two examples of my online content, marketing and PR prowess. As a routine author for publications, such as Associations NOW, Insurancenewsnet, Kiplinger, Agency Nation, Advisor Today, a frequent podcast guest, and professional speaker, I have long recognized the need to rise above digital disruption and stand out from the crowd. I am here to help producers develop a strategic digital brand & marketing framework that will catapult their practices forward!

If you want to build the practice of tomorrow today, you've come to the right place!