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…

Finance isn't just a career path, it's a life skill. Women are at a disadvantage in both. So I’m headed back to school. In fact, five of the women at my company have joined the classroom at Rogers High School in Newport, RI for the 2022/23 school year. We are teaching financial concepts, shining a light on career opportunities, helping the girls write their own stories…

What do an oyster farmer and a hedge fund have in common?They’ve both proven tremendous success using the science of storytelling to grow their business. With over a decade of powerful storytelling under my belt, I’m beyond confident that storytelling can prove successful for you too, regardless of your industry. Why am I that confident? It’s science. Neuro science to be exact…

Do you cheer for Rocky if he wins every boxing match on the way to winning the title? Are you on the edge of your seat if Katniss enters the arena, kills Peeta and waltzes her way to an easy win? If you want to tell a powerful story, you can’t forget these three things (and a special ingredient)…

The advice my mentor gave me when I got into this biz: "Wear suits from the boys section at Brooks Brothers. Put your hair in a low ponytail. Don't wear make-up. Be more like the boys if you want to play. Be stronger than them if you want to win." There are a whole bunch of us in the investment industry that weren't invited to sit at the table. We saw the empty chairs, but knew there were strings attached…

Just as authenticity helps you strengthen trust and loyalty with prospective and existing clients, it does the same with prospective and current team members. Research has shown that authentic leadership serves as the strongest predictor of employee job satisfaction, organizational commitment, and work happiness. And in a world that’s increasingly virtual, you must allow yourself to be truly seen to effectively lead a team.

Being busy isn’t a badge of honor or a sign of how important you are. If your busy-ness has you sacrificing your health, family, or passions, it’s just a sign you need to prioritize and manage your time better. By scheduling in your priorities, being intentional with your time, and batching your work, you can step off the conveyor belt of meetings and create the balance you want.

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…

Stories create connection. They say, “I've been where you are. I made it through. I can help you get where you want to go.” They take ahold of our hearts; they have the power to influence our decisions in business, in life. Learn the four stories you need to be telling, what stories do to us, why and how to use them.

I've raised $8 billion for boutique asset managers, which has led to 30 billion in follow-on AUM. Against the odds. The journey to success was a struggle. If I could speak to my younger self, just starting out in the investment industry, here’s what I’d tell her.

Your corporate brand is important. Don’t abandon it. But - and it’s a big but - your business will be more successful if you put a face, a heart, and a soul to your brand. A human is much more dynamic than a brand. That’s why Bill Gates has a bigger Twitter following than Microsoft…

Your marketing collateral, your messaging, your emails, your website, your social media, your stories… they can only have one hero. The hero isn't you. The hero is your ideal client. You are their guide. (I see you nodding your head and I love it.) So let's play it out IRL…