The path to the purchase

the path to purchasing | dreamosity

Several of the icons in the illustration above are likely familiar to you. We all know what a wesbite is, pictures and videos are super common these days but have you heard of anatograms or instructographics? A few years ago when I created the Discovery Deck, I wanted to put a name to the types…

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Doodle the Data Challenge

You are invited to join the creativity as we explore new ways to focus on and further understand dull topics. Financial fitness is a choice and sometimes a one time learning isn’t enough. If you enjoy getting visual and kinesthetic with concepts, you’ll fit right in! This might take you 10 days, and it might…

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Lessons from being the PNA President in North Creek in 2018

7 lessons from leading PNA North Creek in 2018!

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Financial Joy on The Money Hour Show

Do you experience Financial Joy on a consistent basis or does it seem impossible to achieve? Check out my take on Financial Joy! I was honored to share my (T1, ENFP) take on Financial Joy in 2018 with Tina Mitchell on her show – The Money Hour. Wealth can be tricky for some and recently…

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Wisdom Guide Wednesdays

What is the wisdom of your brand recently? What major insights did you have or minor ones? For the past 2 years, I’ve been developing Wisdom Guides for clients and I’m eager to inspire others to do the same for their brand.   It’s a real shame when I talk with a new client and…

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[Video] A look back at our time in The Remarkable Room

The Remarkable Room has been a dream come true for me these past three years. I was looking for a place to pick up the pieces and give back. I needed to re-establish a solid foundation after losing my husband back in 2014. While I’ve kept my grief fairly private, this space was very healing for…

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An introduction to Financial Joy

In 2017, I was supporting a client to develop a course in “Financial Intelligence” and since then, we’ve paused it because it’s WAY too complex. I’ve decided to develop a book on Financial Joy to teach some of my learnings from that project. Financial Joy is someplace between financial literacy and financial intelligence. It’s a…

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Developing your sales muscle with Eric Lofholm and Marcelle Allen

Early on, I never considered myself a “closer” and I only saw myself as an “opener” where I’d pass a hot lead to someone else to close a sale. In the past few years, I’ve become a closer!! I still get super pumped everytime I close a big deal. It doesn’t matter if it’s for $50…

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My LAF Tech graduation speech on stinky content

Does your content stink? How would you know? This playful speech was delivered to 12 humor seeking individuals at my LAF Tech graduation. 5 others humorists presented their best take on their industry and this is mine. Enjoy! Content people crave! Is your content stale? Boring? Stinky? There 7 key ingredients to any successful business…

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8 Minute Webinar Recording details!

It’s Christmas in June for me and I want to make sure your July feels like Christmas! I’m so grateful to my PNA Family for the flood of referrals and interest in developing an online video strategy. I made this sweet offer for you all! As many of you have heard me share at our…

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