Archive | May 2018
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It was another one of President Trump’s early promises: an overhaul of the Dodd-Frank law that significantly tightened rules on banks and other financial institutions after the Great Recession of 2008. On Tuesday, May 22, 2018, it happened. In a rare bipartisan vote, Congress passed changes to the Dodd-Frank law which is expected to be […]
Growing up, I always believed I had the white-picket-fence-middle-class lifestyle. I had two older sisters and two loving parents who only wanted the best for our family. When I graduated high school, my father asked what I wanted to focus my studies on through college. I expressed to him “anything other than what you do”, for he had spent […]
Prior to rejoining Zenith Marketing Group on May 1st, I was employed by a very focused organization, catering to a specific market niche with the ultimate goal of selling cash value life insurance. So, for the past 18 months, I was isolated from “brokerage”. I don’t use social media tools like Twitter or Facebook because […]
A dear friend lost her home in a tragic fire on Friday. It was shocking news, since we had just spoken earlier in the day. Her husband, Tom was hospitalized with third degree burns and smoke inhalation. I spent the rest of my weekend in shock and disbelief. It seemed so unfair. I began to […]
Not sure how to talk to women about finances…just start! The questions you are asking your male clients can be easily translated to any conversation you are having with women. Simple right? However, the reality is that in our male-dominated industry there is a disconnect on how to communicate effectively with female clients. The foundation […]