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
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
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.
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
Integro CEO Club Blew It Out of the Park! Over 180 professionals packed the room for this month’s CEO Club to hear directly from top Arizona CFOs on “Strategy Through Time: Learning from the Past, Navigating the Present, and Shaping the Future.” Donald Laughlin kicked us off with compelling insights from… Read More »CFO Insights
Another Energizing WATT Wednesday! What a fantastic morning with my incredible WATT sisters! Ginger Clayton kicked things off—already stepping into leadership a few weeks early with her usual grace and strength. Melissa Swader followed with a smart breakdown of social media do’s and don’ts—always relevant and eye-opening. Then Shannon Fox… Read More »WATT Wonders
OMG—what an incredible breakfast this morning! A huge thank you to Lee & Associates and McGill Law Firm for co-hosting the Accelerent Breakfast—what a way to start the day! Hearing from Dan Clark, Hall of Fame Speaker, Bestselling Author, and Global Leadership Expert, was truly inspiring. He didn’t just speak—he… Read More »Breakfast with Brilliance
Had a fantastic ProVisors meeting this week! We kicked things off by identifying and sharing our client stories—real examples that help each of us become better, more informed teammates when serving our clients. It’s powerful to see how collaborative insights can elevate everyone in the room. Then we had the… Read More »Power in Partnership
A heartfelt thank you to David Ademola for inviting me to speak to the incredible group you’ve built. I was truly honored and humbled by the opportunity. From the pre-event conversations to the post-session networking, I was struck by the depth of insight, the caliber of professionals, and the generous… Read More »Grateful and Inspired
Another amazing WATT meeting this morning! We kicked things off with Laura Piel, who shared practical and powerful strategies to hire better employees—a topic every business leader needs to master. Then Dyan Haugen enlightened us on the surprising perks of using a travel advisor—from insider knowledge to added benefits, all without increasing your costs. Who knew… Read More »Morning Momentum