We had the pleasure of welcoming Amy Hoffman to her first WATT meeting today! It wasn’t our typical agenda, but I was reminded—again—of the power in this group. These women can dig into organizational policies, debate respectfully, and reach consensus, even when perspectives differ. That’s true leadership in action. Thank you, Juliet… Read More »Bold Conversations
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
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
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
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.
Connection. Laughter. Rooftop views. The perfect WATT evening. Last night’s WATT Fall Social was truly one for the books — full of connection, laughter, and even a few brave husbands who joined our fabulous WATT women for an unforgettable evening. A huge shoutout to Dorie Morales, our VP extraordinaire, for creating… Read More »Still smiling from last night…
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
Everything is changing so fast these days, it can be hard for a company to keep up. Business owners have to pay attention and be open minded as to what it will take to continue to grow their company – particularly with new technologies coming on line so rapidly that… Read More »Tip #082 To get maximum value, a business has to project a strong future!