Published in WealthTech Today | May 8, 2023 Special thanks to Craig Iskowitz, Founder and CEO of Ezra Group, for letting me share my...

After releasing my B2B Fintech Sales Comp Calculator, I received many inquiries on writing and structuring a commission plan, so I...

Introducing what I think is the first #SalesCompensation Calculator for #B2B#Fintech#enterprise#salespeople. Try it out, and let me know...

Welcome to April, Financial Wellness month! In a recent conversation with a #fintech #founder, we discussed the #financialwellness...

Published in The Money Outlook | March 15, 2023 Too often, I see financial literacy platforms categorized as financial wellness. In fact,...

Poolside Thoughts

Maree Moscati, CEO of Copytalk, is one of the most interesting and dynamic leaders in the financial services industry. I love her...

Published in WealthTech Today | November 29, 2022 Special thanks to Craig Iskowitz, Founder and CEO of Ezra Group for letting me share my...

October 30, 2022 Last week I did a soft launch of a new business concept I've been nurturing for the past few months. Wow, I was really...

Lead by Craig Iskowitz, Ezra Group

As working women, and maybe even for a few of those progressive men in my network, we spend the majority of our adulthood and hundreds of...

Poolside Thoughts

As a #fintech startup I know, you're lean during your early days, and everyone chips in whenever you have a client issue. It feels good;...

Females & Finance is changing the face of the financial services industry, and it's Sheryl Hickerson who's making it happen! Our Mission...

Today's my first anniversary since I switched from an employee to an independent consultant and launched my company, Top Line Focus. Many...

Top complaints I hear from #fintech CEOs: "The sales cycle takes forever." "Our lead gen process isn't working." "Almost all our deals go...

Years ago, my boss said, “Our solution is so great, it sells itself.” I politely chuckled behind his back. Yes, we had a fantastic...

Fintech CEOs always ask me, "What are the top three things I should be doing to grow sales faster?". How I wish it was only three things;...

For those of you that know me, I'm a teacher's daughter and never pass up the time to talk about my favorite subject helping #fintechs...

Without conferences, most fintechs need a good outreach program to generate leads. Do it right or don't do it at all.