Pick My Brain

Want to pick my brain? Only have a quick question? I offer paid, private phone consults at a variety of convenient times. I also offer free, public virtual office hours every Tuesday. You choose the format that works best for you and I'll be happy to help!

Book a 30 or 60 minute phone or video call here for ad hoc advice and guidance. This is a great format for people who want to:

  • Bounce an idea around with someone (me!) who has run an RIA and has worked with hundreds of financial advisors

  • Talk about an employee situation with an experienced people manager (also me)

  • Pick my brain about the impact investing marketplace

  • Discuss RIA and Financial Advisor office technology

  • Hone impact investing marketing messaging

  • Website & marketing collateral review

  • Discuss & design social media strategy

Want to pick my brain for free? Meet me online at my virtual office hours on any Tuesday.

Office Hours (1).png

Office hours are free, have no agenda, and do not require an appointment. Just show up. It might be just me and you or you might meet new friends.

Introduce yourself.
Tell me your thoughts.
Ask me questions about impact investing, business operations, women in finance, or what my favorite vegetable is.

Every Tuesday from 11:00 - 11:45 AM Pacific/ 2:00 - 2:45 PM Eastern
Login here for video chat. For voice only, call  (563) 999-2090, Access Code 549978