With my Series-6 Limited Securities and Health and Life Insurance licenses, and prior experience in corporate finance and personal wealth management for several Fortune 500 companies, including Arthur Andersen and Weber Shandwick, I’m uniquely equipped to drive strategic initiative success by focusing on the company goals holistically.
I am fanatical about people and numbers, the utilization of agile methodologies, bottom-line profitability, and creating opportunities for professional and personal growth. I also love networking with people and being a mentor. Being a co-host on the most practical business podcast in the world – One Next Step – allows me to share my insights, interview exciting guests, and use this new platform to continue to mentor in a whole new way.
I’m also a lifelong learner as an avid reader, history buff, and architecture geek.
One Next Step Podcast
129: Geoff Welch | Elevate Your Impact: Unlocking Potential with a Virtual Assistant
BELAY client Geoff Welch and his BELAY Virtual Assistant Trúc Towns talk with Tricia about their experience of learning to work together and their top tips for getting started working with a Virtual Assistant. Geoff also explains how delegation has allowed him to play to his strengths in both his career and his personal life.
128: Collaborative Intelligence: Unleashing the Power of AI-Assisted Productivity
In today’s fast-paced and interconnected world, harnessing the power of technology and artificial intelligence has become essential for businesses and professionals aiming to thrive in their respective fields. Today, we have the privilege of hearing from a remarkable duo who have embraced the potential of AI to enhance their productivity and streamline their work processes.
Wes Gay is a StoryBrand Certified Guide, Agency Owner, and Private Workshop Facilitator. And since 2016, he’s helped hundreds of organizations find clarity with StoryBrand. Jodi Reiter is an accomplished Executive Assistant, bringing a wealth of experience from the marketing, advertising and photography industries as she supports Wes. They sat down with Ryan to share their experiences, strategies and success stories in utilizing AI to collaborate more efficiently and achieve remarkable outcomes. Listeners will learn about the most impactful AI tools on the market and how to weave them into your daily workflow.
127: Maxwell Leadership Exclusive: Using Time or Abusing Time
Today on the podcast, we have a special episode courtesy of our friends at the Maxwell Leadership Podcast. BELAY CFO Lisa Zeeveld sat down with Mark Cole recently to co-host an episode of the Maxwell Leadership Podcast about how to get time back as a leader.