Author: Finola Annibella

December’s Speaker

Finola Annibella
December’s Speaker

We welcome Kyle Dyer as our December speaker. She describes her presentation topic as … the importance of discovering and sharing our own individual stories as a way to connect with others. And even more vital.. is listening to those stories.  The connections really happen when we deeply listen to one another and also when we listen to ourselves.   Sharing ‘our why’ we do something or ‘why’ we care about our careers, our clients, our communities.. resonates with others.  By providing that inside look, by being vulnerable.. we make powerful connections. I will encourage the DAB team to be more of a storyteller.. in their marketing materials, when doing presentations, in content on their websites, emails to customers and on their social media platforms… and most of all…  share their stories with their clients and listen to their client’s stories as a way to build and grow a trusted relationship.

September’s Speaker

Finola Annibella

We look forward to hearing from Liz Wendling on: How To Generate High-Value Sales Conversations, Update Your Outdated Selling Strategies.

Many professionals think they’re using a modern selling approach, fit for today’s fast-paced, information-saturated marketplace. In reality, many are using sales methods that are outdated, old-school and salesy and it costs them clients, income and opportunities.

Come learn how to sell in a way that fits you, your personality and style. Get some practical and tactical guidance about what it takes to attract more clients and close more business—the modern way.

You will:

  • Understand how to sell to today’s new consumer and sync up with the way they buy. (it’s radically different than five short years ago)
  • Learn the old-school words and phrases that turn people off and make you sound like you got stuck in the 1980s.
  • Find out what you are doing that is causing people to avoid your calls and why they delete your emails.

April Meeting Topic: Beyond Bitcoin … Blockchain

Finola Annibella

Speaker:  Matt McClintock

Topic:  Beyond Bitcoin, Sorting through the Hype and Hope of Blockchain

Matt is a founding partner of Evergreen Legacy Planning, LLP, a national law firm based in Evergreen, Colorado. He helps affluent individuals and families manage their affairs privately in protective, tax-efficient structures. His practice focuses on innovative legal solutions for entrepreneurs, individuals with complex or unusual assets, and families seeking to preserve and protect wealth for future generations. He is a leader in designing and implementing creative legal solutions to maximize protection and privacy and minimize tax liability. Matt is admitted to practice law in Colorado, Wyoming, and Alaska, and often works with other attorneys as co-counsel for complex matters. (www.EvergreenLegacyPlanning.com). Matt was selected by his peers as a “Super Lawyers Rising Star” for his contributions to excellence and innovation in practice.

Matt especially enjoys working with individuals with unusual assets like closely-held businesses, cryptocurrency and other valuable digital assets, and other unique assets. His practice includes linking strategies from the most effective jurisdictions to give clients the best, most protective, tax efficient, and private structures available. A 20-year veteran of the estate planning and trust administration industry, Matt designs and implements creative legal strategies that help individuals preserve, protect, and ultimately pass on the stewardship, values, and humanity of who they are along with their financial wealth, however great or modest. His practice emphasizes long-term trust design & implementation,
asset protection, and strategic business planning and succession.

Matt is a member of the Colorado, Wyoming, and Alaska Bar Associations, WealthCounsel, and the Society of Trust & Estate Practitioners (STEP-Wyoming chapter). Matt speaks and writes frequently on a wide range of strategic legal topics. He volunteers his time as a member of the Governor’s Blockchain Council and as a member of the board of directors for Team Evergreen, a nonprofit cycling club that has donated more than $2 million to nonprofit organizations in Colorado and beyond.

Matt holds a Bachelor of Arts degree (Political Science) from the University of Central Oklahoma and a Juris Doctor from the University of Oklahoma College of law (2000). Matt lives in beautiful Evergreen, Colorado. He is married, and has two grown (and amazing) daughters who are pursuing their own dreams helping those who cannot help themselves. Matt is an avid cyclist and reader.