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General

Trust in Action

This Morning’s ProVisors Meeting = Trust in Action Testimonials. Thank-yous. PayDays.When members consistently refer each other, you know the trust is real. Shout-out to Charl Riggs for the best testimonial to Scott Boyer — and scoring a PayDay! We also stared our client case study series — real stories, real problems, and how we fix them.… Read More »Trust in Action

Accelerent HH at Heidi’s

Enjoyed a fantastic evening at Accelerent HH at Heidi’s—thank you, Tanya Schmit, for hosting such a wonderful event! The delicious food, lively music, and creative bar beverages set the perfect stage for making meaningful connections. Reconnecting with familiar faces and meeting new ones truly made the night special. A highlight… Read More »Accelerent HH at Heidi’s

WATT Moments

Feeling truly honored to be part of the WATT community! Huge thanks to Umbreen Kazmi for the delicious breakfast and warm hospitality — you’re a wonderful hostess and guide. And a shoutout to Kariane Munstedt, our talented photographer, for capturing this fantastic moment (even in the morning heat!). Grateful for… Read More »WATT Moments

WATT at Soal Wellness

What a fantastic morning spent with my incredible WATT sisters and guests at the beautiful Soal Wellness! Thank you for hosting us, Julie Hinman! We shared laughter, swapped vacation stories (Italy was a popular destination this year!), and enjoyed a beautiful breakfast together. These moments of connection and support are… Read More »WATT at Soal Wellness

Testimonial Tips and Talent

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

Six-Figure Flair

Had a fantastic time connecting with 11 other powerhouse authors from the 6 Figure Chick book series during our Modern Luxury photo shoot. Grateful to Mel and all the brilliant, accomplished women who are not just building their own legacies—but are committed to helping other women rise and thrive financially.… Read More »Six-Figure Flair

Tip #080- Financial statements are a company’s report card and the key to determining business value.

There are many items that buyers for a business will want to see, but the most critical are the Profit & Loss Statements, Balance Sheets and Tax Returns for 3 – 5 years. These documents must be current, accurate and readily available. Buyers, their accountants and advisors will closely scrutinize… Read More »Tip #080- Financial statements are a company’s report card and the key to determining business value.

Real Talk, Real Bonds

A huge thank you to Ginger Clayton for graciously hosting our WATT HH (Happy Hour)!Special thanks to her daughter Jeni for the fabulous nibbles, and to Sweet Creations for the absolutely delectable mini pancakes—what a treat! It was a wonderful evening of connection, conversation, and community. I truly enjoyed the… Read More »Real Talk, Real Bonds