Santa Barbara. You blew my mind with honesty, diversity of experiences and passion. Deborah Conrad and Emma Malina created the most beautiful evening.
“I want to not only normalize these conversations for the next generation, but rather prioritize them so that they have language that so many of us never did.”
We talked about the lack of trust in the world. How hard it is to scale a business and stay in integrity. How being a high school drop out doesn’t keep you from being a powerful steward of capital. How the financial industry is largely incentivized from holding information at bay, and keeping us feeling more separate from ourselves than whole.
Together we changing the world, through one honest conversation at a time.
Always grateful to have Emily Scott by my side. She hosted the San Francisco Salon, and has now been to Chicago, Santa Barbara and tonight is Santa Monica!
Overheard in the room last night.
“I went all the way back to get a master’s in financial planning, not because I want to be a financial planner, because I wanted to learn the system.”
“I feel like there’s a hidden trap or a conflict of interest with people in finance in terms of if this is to help me or just benefit you.”
“I realized that even though I considered myself very financially engaged, I had actually delegated and, in some ways, abdicated much more than I had actually realized.”
Do you see yourself here? There’s a way to move forward and its through trusted networks and being Wealth Expanders for each other. Let’s get it.

