Recently I was a guest on a podcast called The Storypowers Podcast, which focuses on the power of stories, the people who tell them, and why you should be doing it too. Definitely my jam! The host, Francisco Mahfuz, had me cry-laughing as we talked about storytelling in the restaurant industry and how my brother-in-law beta tested his oyster business in Massachusetts.

Recently I was a guest on a podcast called The Value Perspective. We chatted about the power of narrative storytelling and importance of communicating well in a numbers driven industry. We also discussed common misconceptions around narrative, what successful stories have in common, the ethics of storytelling, and how storytelling can help individuals stand out…

Recently I was a guest on a podcast called Powerhouse Women. We talked about storytelling, why it works, how to use it, and what it’s like to be a female founder in a male dominated business. This is one of my fave interviews and the first time I have been asked to be a guest on a show hosted by a woman. Her work makes me proud to be a woman with a voice…

The "bigs" have always dominated the investment industry, but this is our decade to stand out, take advantage of our uniqueness, and help investors find what they're looking for. I sat down to chat with Aaron Filbeck of CAIA about how the investment ecosystem can't thrive without boutiques; it’s a balancing act.

If you are a boutique, you have probs been a wallflower at the party. Seen the bigs rippin' it up on the dance floor. All the cool kids waiting to dance with them. All the favor raining down. Been there, my friends. You know what you do?

I'm not saying numbers aren't important. They are. I'm saying they aren't the only important thing. You know who else is saying that? My friends at CAIA Association. They did a study about the power of qualitative due diligence versus quantitative…

When I started posting on LinkedIn, Richard Sosa was the first person who commented. I didn't know him but every time I posted, there he was. There I was nervous as hell to be putting myself out there… there he was giving me a virtual high five…

My friend Daniel Crosby, Ph.D. invited me on his podcast. I said yes. We talked about the secrets behind raising billions of dollars. Why story is the slingshot. Why human behavior is the greatest 'unlock' to sales success…

My rockstar friend, Chris Delahunt, and the band at Citywire RIA hosted a panel to help boutiques punch above their weight. Stop using the wrong playbook. Get advice from real people in the boutique trenches every day…

If we want different results, we need to do different things. As a podcast guest, people ask me, “How did you raise billions? What's the secret?” I find myself saying one phrase a lot. "I didn't get the memo." I didn't study finance in school. I didn't grow up in…