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Lisa Riley

Winning Elves

Oh WATT fun at WATT this morning! Melissa Swader kicked things off with a lively round of member trivia — complete with the most creative Christmas-themed clues. Our sharp-minded Elves (Michelle Tran, Juliet Peters, Dyan Haugen, Laura Piel, Monica May Dunn and Wendy Look) took the win by nailing the… Read More »Winning Elves

Trusted Partners

At our ProVisors meeting, one of the standout best practices is sharing real stories of how another member has stepped up to support a client—or even one of us. This morning, Gary Leneway delivered an incredible testimonial about how Brian Trouette truly saved the day. For roughly the same premium… Read More »Trusted Partners

Tip #083 Partners, Investors and Spouses must all be in agreement to sell the business.

There are many stories of partners, investors or spouses showing up right before closings or even at closings to express their opposition to the sale.  Obviously, in those situations there are existing conflicts which have not been worked out between the parties. In the early stages of planning the exit… Read More »Tip #083 Partners, Investors and Spouses must all be in agreement to sell the business.

Big Conversations

Unexpected lessons. Rare jewels. Big conversations. Exactly what I needed today. So thankful I rolled out of bed and made it to WATT this morning. What an energizing way to start the day. We heard from our talented jeweler, Roya Athanasopolous, who shared stories from her early days in jewelry… Read More »Big Conversations

Powerhouse women

Powerhouse women. Real connections. Unstoppable momentum.  So grateful for this incredible M&A tribe — women who lift, inspire, and lead with purpose. Huge thanks to Robin Siers (JonesSpross) and Ayelet Shipley (Speed M&A by JonesSpross) for sponsoring an amazing evening celebrating women in M&A, and to Carrie Kerpen (The Whisper Group) for sharing… Read More »Powerhouse women

Inspired Connections

Powerful women. Real stories. Real growth. Every WATT morning reminds me: when women support women, success multiplies. Another incredible WATT gathering filled with insight, wisdom, and genuine connection. Tiffany Halperin opened with her journey — reflecting on life, personal growth, and her years with WATT. A beautiful reminder of the power… Read More »Inspired Connections

Why Showing Up Matters

This morning reminded me why showing up matters. When you put smart, curious businesswomen in a room together — learning happens, connections grow, and ideas spark. Dyan Haugen kicked things off by busting one of the biggest myths in travel: that using a travel agent costs you money. It doesn’t!… Read More »Why Showing Up Matters

Sweet Success

Chocolate, Wine, and Wonderful Women — what could be better? I was truly honored — along with nine other incredible women — to be invited by Susana Crane for a Behind-the-Scenes Tour at Fairytale Brownies, paired with an elegant wine tasting led by Eileen Joy Spitalny, Co-Founder of Fairytale Brownies, and Mark Tarbell, showcasing his very own… Read More »Sweet Success