Wow. I am incredibly honored to have been selected by Erin Crawford for the IBBA 2025 Chairperson’s Award. There are so many amazing people in our profession, which makes this recognition especially meaningful. Throughout my career, I’ve believed that when we help others succeed, we all win. Our clients benefit,… Read More »IBBA 2025 Chairperson’s Award
Another fantastic WATT morning! Today Dyan Haugen shared her journey — the good, the tough, and everything in between. Those kinds of stories always resonate. Bonus discovery…She’s also the person you want planning your travel. She saved a friend of mine and her husband $2K EACH on an international flight. Now… Read More »Smart Travel
As the holiday season rolls in, I’m reminded of how many blessings there are to count. Ronda Ebert has brought together an exceptional community of Cave Creek business owners and advisors—people who genuinely care about collaboration and growth. Yesterday, I had the honor of speaking about business sales alongside the… Read More »Business Blessings
Fantastic meeting this morning—what a privilege to learn more about the incredible women at Bankers Trust and the impressive benefits they offer. For my Cave Creek community: if you haven’t met Ronda Ebert, you’re missing out on an exceptional private banker. She brought her supervisor, Susan Rathjen, in from Iowa,… Read More »Powerhouse Connections
What a great way to kick off the morning — time with my WATT sisters exploring the beautiful new location of Shannon Fox’s Kiss Me Kate. We shopped, we laughed, and we enjoyed fantastic treats from Benedict’s Catering (thank you, Dawn!). Everyone walked away with fabulous finds (right Monica May-Dunn)!… Read More »Shannon Fox’s Kiss Me Kate
When powerhouse women come together — amazing things happen!Such a fantastic WATT meeting filled with inspiration, learning, and connection. Ardra Hansen shared her journey from marrying her high school sweetheart to becoming one of the top REALTORS® in the valley — her dedication to mentoring and helping families truly shines. Laura Piel led… Read More »Business Brilliance
Grateful to have attended The Economic Forum, presented by Western Alliance Bank — always an event worth attending! Dr. Christopher Thornberg (Beacon Economics) opened with an eye-opening take on Social Narratives vs. Economic Realities — reminding us that despite constant negativity, many macro indicators remain strong (though yes, a few cautionary notes too!).… Read More »Economic Outlook
What an amazing morning with 600+ friends & colleagues! Don Yaeger inspired us with “The New Science of Momentum.”His challenge: How does a single moment turn into momentum? My top takeaways: What did you most like?
You think your 401(k) is fine. The buyer thinks it’s fine. The due diligence team starts digging… Surprise — errors going back years pop up. Why? Because payroll systems and 401(k) systems speak different languages — and no one’s translating. True story: These errors lurk under the surface until they show up in:… Read More »Hidden 401(k) Problems That Can Wreck a Sale
A big thank you to our generous host, Jonathon Keenan, and our insightful presenter, Gary Johnson! Jonathon never disappoints—with those signature breakfast burritos, spacious meeting room, and yes, the essential 7am coffee! Gary delivered a fantastic presentation on the art of the testimonial—ProVisors-style—highlighting both the do’s and don’ts when sharing. Another… Read More »Testimonial Tips and Talent