Award-Winning Marketing Strategist | Keynote Speaker | 2024 Industry Leader’s Hall of Fame | 2024 Leading Marketing Minds | 2023 Top Marketing Strategist
It’s an all day spin of #Prince Rogers Nelson on the office jukebox in honor of The Purple One who left us 10 years ago today. 🎸 ☔️ 🙏 🎤 💜
Music was never the same. #RIPPrince
Such a great day with Diversified Brokerage Services and @Securian speaking at their 2026 Case Design Analyst Summit in St. Paul, MN.
Many, many thanks to Jann Varner and Kurt Fasen for your hospitality and collaboration. Always a pleasure!
Thank you to @aspirethemag for the honor of serving as a featured author on “Expected Client Service vs. Exceeding Expectations.”
Special thanks to Pam Sheehan, Bill Shelow, and LIBRA Insurance Partners for the opportunity. ✍️
What a joy to spend the day with First Choice Brokerage. It is always uplifting to work with a team that is focused on elevating the advisor’s experience.
What can I say, it’s a joy to work and spend time with a team who serves all members of the financial community and the clients they protect. Cheers @Finseca and thank you for inviting me to speak in Washington, DC today!
A fantastic day with Eric Griffin, Joe Bosnack, and Casey Sutton at #NAILBA44 in Dallas discussing best practices for working with #RIAs and P&C firms. Thank you @Finseca for including us in your program.
What a joy to be a part of the @NM_Financial Affinity Summit and present alongside the incomparable Richard Weylman on “Changing the Face of Finance.”
Hats off to these leaders who are making it their mission to develop a diverse advisor base and serve our diverse communities.
Fall Meeting attendees got an exclusive look at the newest LIBRA Sales Academy training, designed to elevate sales strategy, client engagement, and long-term growth. Thank you to @AdvantusMktg and everyone who contributed their expertise to this newest training. #WeAreLIBRA
Nothing better than spending the past few days in Texas with @LIBRA_IP and collaborating with some of the industry greats, Eric Griffin, Kurt Fasen, Chad Dahlke, and Sean Shea. Many, many thanks to this world class organization.
A true pleasure collaborating with @Prudential and Chad Dhalke in Minneapolis on the new Sales Mastery 2.0 Program for @LIBRA_IP. Big things coming in October!
When you are with @DBSLifemark spending the day with their operations and case design teams in Minneapolis, you know it’s a great day! ❤️
Here’s to another great year for your team.
Such an honor to be the keynote speaker at the Cetera Financial Group and Georgetown Financial Group “Partners for Excellence” conference at Mohegan Sun in Connecticut.
It’s a privilege to help financial advisors understand how to scale their business.