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
121: Managing your Marketing ROI
Return on Investment (ROI). Every business leader knows what it is, and knows it’s important, but how many really have put a plan in practice to build a healthy ROI in their marketing? In this episode, Amy Appleton, VP of Marketing at BELAY, rejoins the podcast to talk with LZ about all things ROI. They’ll discuss what a good ROI looks like, how to know when you’re succeeding with ROI, what to do when things go wrong, what type of technology can help, and more.
120 Bonus: How the Right VA Stands Out
In this Bonus Next Step, BELAY’s Director of Talent Madison Morgan shares some of the characteristics that sets a great VA apart from the crowd during the interview process.
120: How to Hire a Virtual Assistant
The process of finding a great virtual assistant can feel overwhelming, so it’s important to make sure you know what traits you’re looking for and how to screen for them in the interview process. In this episode, BELAY Director of Talent Madison Morgan will share an overview of BELAY’s proven process for hiring great VAs. She’ll also explain how partnering with BELAY can save leaders an enormous amount of time and stress. Listeners should leave this episode with an understanding of what it takes to hire a virtual assistant, as well as the benefits of working with BELAY rather than hiring someone on their own.