evyAI Posting Party with Joe Apfelbaum

Welcome to the posting party. This is where we get together and we post content on LinkedIn. And then we get the people that we actually have a relationship with, like Penny and Mike and Peter and Mindy and Eugene and Marlene and Tina and Alan and Herbert and Arlene and Robin and Joe and B. Randall. And we actually have a relationship with each other because we meet here on Zoom. And we do our 30-second elevator pitches and we chat in the comments and we get to know each other and we read each other's posts and we comment on each other's posts and we build real relationships. My vision is to have 1,000 people doing this together every day. That's my vision. I want 1,000 people supporting each other. We have a community with 1,800 people and our community members like Mindy, like Barbara, like Evan, like Jane, like B. Randall, they host their own events. Like Rick, they host their own events and then they invite community members to join. And we have new community members joining every single day. So tune into our school community. It's called the AI for LinkedIn Community. And we love supporting each other and helping each other out. So find each other and set up one-on-ones. Let's start with Penny. Penny, do your 30-second intro. Introduce yourself to everyone. By the way, Penny, I had Peter start researching you yesterday to try to send you leads. And Peter's like, I don't even know what her target market is. I said, email her and ask her. So Peter emailed you asking you who you want to work with. So if you, if you look at your— I think so. All right. Anyway, so let's see, let's see what happens. You guys, if you guys want to interact with Peter, make sure that your website writes who you want to work with, who your target market is. Penny's website doesn't, but I highly recommend if you guys need help updating your website, let me know. I can have one of my agents update your website for you. Go ahead, Penny.

All right. Hi everyone. I'm Penny and I'm an HR consultant and I help small business owners with anything that has to do with their employees. And Joe, my Orangetheory post got so much attention. It just must be Orangetheory.

Yeah.

Yeah, I know. It's amazing. It's amazing. Do you wanna tell everyone briefly who your most ideal client is, Penny?

A small business owner that is struggling with their employees. They're growing, they just have no time cuz all they're doing is HR construction. HVAC, plumbing.

Amazing. So, so a plumbing company. If you had to pick one of those industries, which one of the 3 would you focus on? Construction, plumbing, roofers? Which one would you focus on the most? Do you like roofers the most or it's too dangerous?

Too dangerous. Um, let's say plumbing because I have a plumbing company.

Amazing. Amazing, guys. If anybody knows a plumber—

With a company, not just a plumber.

A plumber with a plumbing company. If anybody knows a plumbing company, Penny wants to do business with plumbing companies. Do they have to be in New York or could they be anywhere?

No, they could be anywhere.

Amazing. Okay, cool. I'll tell Peter as well. I'll let him know that you want to work with plumbers. Okay, great. All right.

Let Peter know.

I will let, I will let Peter know. I'm going to go chat with Peter right now. Peter, Peter, Peter's listening in. Okay, go ahead, Mike. Mike, tell everybody. Thank you, Penny. Uh, Mike, tell everyone who you want to work with. Who's your most ideal client? And be— learn from Penny.

Be specific.

Say plumber, say something.

Well, Penny, I'm going to give you a lead to look at. It's the American Subcontractors Association. Uh, look at that, look at that group. Maybe that might be a good— get you some good leads. Um, Airstrike Marketing, uh, American Solutions for Business. I am looking specifically right now for, uh, window, uh, contractors that do window replacement.

Okay.

Love that.

And homes. Love that.

Love that. I'm sure somebody has windows in their house. Raise your hand if you have a window in your house. Some people are living in a submarine. Um, but if you have a window and you ever got it replaced or need to get it replaced, if you speak to a company, let Mike know which company is replacing your windows or which companies you even spoke to about window replacement. I love that. Thank you, Mike. Peter. Go ahead and share with us who your most ideal client is.

So my ideal customer is a middle school or a high school teacher. It doesn't have to be a science teacher. I'm trying to help teachers and students find their way into climate action to offset their climate anxiety.

Love that. Thank you, Peter. So if anybody has any kids in high school, is there a specific location? By the way, guys, when you're saying the type of business you want to work with, mention a location, an ideal location, whenever you're doing it. Why? Because even though you could work with people anywhere, it's good to pick a niche, which means a specific industry and a specific location. For example, Tina Larson might want to work with real estate agents in New York City. That's a very specific— or real estate brokers in New York City or whatever. That's the idea. So— When you're asking for referrals, make sure you're telling them where. Now, somebody might say, does somebody in California work well? And you might say, yeah, perfect. But, you know, have people anchor it for you. Don't worry, don't worry about not getting leads. Um, the opposite will actually happen. Looks like Barbara's in the waiting room, team. Okay. So Peter, is there a specific location for the high schools?

Uh, there is no specific location. Um, the book, the 4-book series that I wrote over the last 2 years is focused on American students. Trying to push back against PragerU and the National Association of Scholars that thinks that science is fake and climate change is woke. And I'm trying to convince people. By the way, the book series is endorsed by Bill McKibben and other scientists. And all I'm trying to do is get verified reviews so I can get the algorithm on Amazon to promote the book series.

Amazing.

Thank you. All right, Mindy, you're next. Mindy, go ahead and share with us who your most ideal client is and where they're located. Yeah, absolutely.

Thanks, Joe. Um, I help people get hired, and so I am looking specifically for people who are struggling in the job market, uh, and whether that means they're not getting interviews or they're getting interviews and they're not getting hired, not getting to the finish line, that's the group that I'm looking for. I'm looking for 5 new clients. They can be anywhere in the United States. I do everything remotely. And so that's my goal.

Awesome. Thank you very much. Eugene, your turn. Eugene, the branding machine.

So my top, top line product is promotional products and custom apparel. So we do 2 things. We have an external outbound for clients who want to build business development using marketing. And so we become kind of the brand masters. So when they're at trade shows or events, We can help them build the brand. Like, we work with the largest school district in the country, and so they use it for recruiting teachers. And so we give them promotional products that sit on their table that stop the people coming by, starts conversations. So I call them conversation starters. And then the other side of business is that we work with the actual internal group of companies where we have construction companies. They need safety vests, safety hats, safety t-shirts. So we do the internal branding. So when these people are out in the marketplace, they're promoting the company one more time. So I'm Eugene the Promotion Machine.

Love that. And speaking of Eugene the Promotion Machine, I want to show you guys something interesting that I did last night. I'm going to share my screen real quick. I'm actually going to share this screen right over here. Um, do you guys see my screen right here? Do you guys see it says Claude Design on my screen? Can you guys see that? Okay. So if you go to, if you go to Claude Design, You can actually design incredible— so, so tomorrow we're gonna spend 6 hours teaching people how to be able to build brands and be able to build AI agents. But look how beautiful this is. I came up with an idea last night called All the Agencies. Okay? That was an— I had a brain fart. I was like, you know what? Where are all the agencies? So I went to alltheagencies.com and the website was available. And so I sat with Claude and I had a conversation with it. I was like, can you make me a logo for all the agencies? And it made me a bunch of different logos. And then I said, Claude, can you help me pick the right logo? Because it gave me a bunch of options and it helped me pick the right one. First did this. I was like, nope, nope, nope. And then it picked this one. I was like, yep, that's the one. And then it picked all the colors, one for every type of agency, marketing, logistics, sales, property, staffing, technology, risk, whatever. And then I said, you know what? That looks pretty cool. Can you make me the website? And so it designed the entire website for me. Um, and so if you go to alltheagencies.com, you can check out the actual website. It has all 13 groups, all different types of agencies. And then I'm gonna hire Bill and Mark, AI employees, to go and fill it with every agency in America. So it's probably gonna be about 400,000 agencies. And all their information and also built an entire brand guide as well. So for those of you that want to learn how to do this, we literally have a couple spots left for tomorrow. So if you're interested in learning how to be able to do this very, very quickly so that you could do this for yourself, somebody actually is paying me $15,000 to redo their brand. And instead of hiring a whole team, guess what I'm using? I'm using my AI employees to do it, to redo their entire brand and give them a $100,000 brand for $15,000. And of course, I'm gonna sit with them, work with them, help them figure it out, but then deliver for them a full-blown brand that looks un-freaking-believable with everything designed. So I want you guys to think about the power that you can have as an individual. With zero coding experience, zero design experience. So if you're interested in the class, just write Claude in the chat and we'll send you how you can apply. Claude decides who can join the class and who can't join the class. So it's not really up to me at this point. It's up to Claude. 170 people applied and Claude only let 25 people in. So it's not even sending the payment link to most of the people because Most people don't even qualify. They're not even gonna be able to do this. Even if they wanted to, they don't know how to unzip a file. Forget about it. You know, we're not gonna sit there teaching you how to unzip a file. So if you guys are interested in learning more and you want to apply, you can look at the application in the chat. And this way you can also learn how to learn Claude Code, which doesn't require any coding, Claude Design, Claude Chat, and Claude Cowork. We're gonna teach all for 6 hours and you're gonna master it all. Okay, Marlene, take it away.

Good morning, Joe. Your brain sparks are amazing. I'm Marlene Seiden in Metro Atlanta, and I'm a healthcare advisor, and my focus is making care easier for doctors, staff, and patients. And my ideal clients are healthcare executives who know that their team is struggling in some way but need to help with understanding why. And those would be chief nursing officers, chief executive officers, chief operating officers, physician executives, chief experience officers. Thanks.

Love that. Love that. Thank you so much for sharing that. That is awesome. Tina, go ahead. It's your turn. Share with us. Who do you want to meet?

Hi everyone. I'm Tina Larson with the Folsom Group. I'm the co-founder and owner, and I work with co-op and condo boards. in New York City to improve their buildings. And I want to meet New York City real estate agents.

Wow. Amazing. Amazing, amazing, amazing. New York City real estate agents and brokers, like brokerages. You want to know who the brokerages are, right?

Oh, it doesn't matter. I just want to meet New Yorkers. Anyone who owns an apartment in New York City is who I really want to meet.

Amazing.

So me and B. Randall had a conversation yesterday. B. Randall's here on this call, and B.

Randall—Oh, he is. I didn't see him.

I saw him before. Maybe he's not anymore, but I saw him like a minute ago. Let me see what. Ba ba ba ba ba ba. Okay. I saw Joe Mitchell sent me a private message. So Joe Mitchell, I will talk to you about that later. Peter said he said good morning, B. Randall. I went ahead fishing in the waters. And I kept 16 companies worth your time. So he looked at hundreds and hundreds of companies for B. Randall, and he said, go through them one at a time, keep what looks like a client, skip what does not, and tell me why, and that's how we're gonna learn your taste. And if one of these already are your client, click skip it and write already a client, and I'll never bring them up again. You guys see that? And so if you press start reviewing, it actually loads the company website. And then it tells you why— Peter tells you why he picked the company, what they're about. It shows you their services page, their industry page, their about. And if you go through this one at a time, you press next. It'll actually show you the email address, the phone number, everything they do, who they are, and ask you if this is an ideal client. It also takes a screenshot. If you click snapshot, it takes a screenshot of it. But some of the websites also let you see the live website. So it shows you the live website. If you press keep, it'll ask you why you want to keep it. If you press hold, it'll ask you why you want to hold it. And if you press skip, it'll ask you why you want to skip it. And this is you training Peter on how to find you companies each day. That's a brain fart that I had 3 days ago. Peter already has— go ahead.

Is your screen supposed to be changing?

Does it not change?

Because we're not, we're not seeing nothing. No.

Oh, we're not. Did you guys not see anything?

Right now, static screen.

You saw a static screen. Okay. I'm gonna share again.

The, the, the one paragraph static.

What about now?

There you go. Yep.

Okay.

There we are.

All right. So, so, so for example, B. Randall could look at this screen over here. Do you see? And he could decide if this is a good lead or not. There's a, there's a screenshot of this. You see? This is actually the live website you can go through. And then you could just say, I want to keep it, I want to hold it, or I want to skip it. You guys see? And then he can go through them one at a time. It loads their website. He wants to do cybersecurity firms. It has their email and the company name and the company phone number and their about us and all, everything that's on their website, it pulls. Like let's say they had all their social media and everything, it pulls it. And then you could decide if you want to keep it and tell it why. If you want to hold it, tell it why. And if you wanna see if any of these people work inside Evvii AI, you press look inside Evvii AI and it'll load up all the employees of that company and give you their cell phone number and email address for every employee too. Do you see that? So if this is something that you think would be valuable for Peter to find companies that you could work with to help you build your Dream 100 list, write valuable in the chat. I'm curious to know who, who thinks this would, and by the way, this is called Fisheye and I came up with the idea this weekend. And just decided to launch it. I built a whole entire brand. So if you go to pipelineriver.com, you can apply for the waitlist. We have 2 dozen people in, in the waitlist already. And if you click on the brand guide over here, do you see this beautiful brand that it built? What do you guys think of the brand? Do you guys see it? Pipeline River by Evvy AI. Crazy, right? Pipeline River looks and sounds everything it appears, all the social profiles, everything is done. The colors. Never runs dry. That's the, that's the tagline. This is Peter. This is what Peter looks like. This is Peter thinking. There's like a spinny thing when he thinks. This is the layout and imagery, the social media, the web design, all of it. Incredible, right? Isn't this a beautiful brand? I'm very excited about this personally. I'm gonna stop sharing my screen right now, but the idea is very, very simple. Every single person in this room needs companies delivered to them. Every day. And so I already got my first paid client. We're sending him 30 roofers every day. So for all of you here, you want to join the waitlist, I will give you a pilot of it for free, and you can have the free pilot for as long as you want. We're not going to send you 30 leads a day. We might send you 1 lead a day, but if you want 30 leads every single day to review and to train Peter, by the end of the year, you'll have 7,200 companies that you could work with. And then you can hire a BDR or Peter can hire one for you that will then reach out to those companies directly. But it's a nice little gimmick. So if you think it's valuable, write valuable in the chat. It was an idea that I came up with because I myself want a list of sales trainers that I could work with. And Peter found me 30 sales trainers I never heard of. And I started reaching out and booking meetings with those sales trainers. My mind is completely blown that Peter can work for me. But I want it to work for you guys as well. So that's the idea. All right. So thank you, Tina, for going. Next is Alan. Alan, take it away.

Oh, great. I'm already off mute. I was looking around for the mute button and I was already live. Thanks, Joe. I'm Alan LeClaire. I'm in the San Francisco Bay Area. I'm a people person and I love helping people make better decisions. I'm a strategic partnership leader that specializes in fintech and financial services. I have an MBA in finance and a psychology background rooted in understanding human behavior. So what do I do in work? I bridge the gap between financial technology and high-growth commercial strategy. Most recently, I led a lending revenue initiative that scaled the loan book by $700 million in just 9 months. Right now, I'm focused on building the next generation of financial services. Specifically looking to leverage agentic workflows to optimize commerce and financial ecosystem partnerships. I'm looking to connect with teams driving that level of scale and innovation, right? So my ideal client location is California and the western half of the US. I can do anywhere in the world, but really focused on California. There's so much stuff here, as you might imagine, in that world that makes sense for me to work with.

I love that.

Thank you so much. One of the things that I want to do to be more effective is learn keyboard shortcuts. So I have an agent that teaches me one keyboard shortcut per day. Okay. As an agent, he teaches me one keyboard shortcut for Windows per day. In the chat, tell me if you know when— if you're Windows or you're PC, your Mac or PC in the chat, let me know which one. Would you want an agent that just emails you a keyboard shortcut every day or texts you a keyboard shortcut every day. I don't know if it would be helpful for you, but for me it's helpful. Today I learned a keyboard shortcut, which is if we all look at the screen right now and we smile, I could push a keyboard shortcut and it'll take a picture of that particular screen. You guys wanna know what the keyboard shortcut is? Look at the screen real quick and I'll do it. You wanna see? Look at this. You ready? Smile. I just pushed the keyboard shortcut and it just grabbed a screen grab and put it into my clipboard of all of you smiling. And then what I'm gonna do is I'm gonna paste it into our community, into that post, and it's in the post already. The screen grab is in the post. So how, how crazy is that, that I learned a keyboard shortcut from an AI employee and all his job is, his whole job is to get to know me and to learn what keyboard shortcuts are making my life easier and to remind me of ones that I already know. that I didn't know about keyboard shortcuts in Chrome, keyboard shortcuts in Windows, keyboard shortcuts on my phone, and so on. So it's just interesting that you can have an agent, an AI employee, just teach you things like that on a daily basis. Okay, Herbert, feel free to unmute yourself and introduce yourself to our beautiful community.

Name is Herbert Hess. I run a recruiting firm. We've been in business 50 years. We're located in Toronto. We cover Canada plus the Eastern US. And our ideal client would be a biotech executive, pharmaceutical executive, or medical affairs executive who needs to meet his goals. And we help him put that team together so he will meet his goals.

I love that. I love that. And Mindy, Mindy said, what is the keyboard shortcut for taking a snip of the screen? It's called a snip. So guys, guess. It's S, but you can't just press S. It won't happen. So if you press Windows+Shift+S together, it'll gray out your screen. And then you can select what part of your screen you want. You drag down, select the part of your screen you want. And then, uh, you paste that wherever you want to paste it. In my case, I pasted it into the community, but you could paste it in Zoom chat. You could paste it in a DM on LinkedIn. You could paste it wherever you want. It goes into your clipboard. So it's just very interesting that I learned this new keyboard shortcut. And Herbert, thank you for your pitch. Arlene, so excited to see you here. Thank you for being here, Arlene. Why don't you do your 30-second elevator pitch for everyone?

Sure. Good morning, everyone. Arlene Torgerson, co-founder and CEO of Antares Professional Solutions, an executive search firm and advisory firm based in Los Angeles. And I want to meet people. Well, I do business domestically, mostly in New York and Los Angeles or California because I'm in entertainment media. And so I'm in Burbank, actually, where all the studios are. And I want to meet CEOs and HR executives. at growth stage entertainment media companies with about 50 to 200 employees. And also I service financial services and nonprofits as well.

Amazing, amazing, amazing. So if anybody knows an entertainment media company in Los Angeles and surrounding areas, they're a great client for Arlene. Very clear. I love that. I love how clear you are with who you want to meet. I would suggest, for all of you to look at your website and on your website, make sure you write who your ideal client is. That's a very important part of training the algorithms to send you customers. So making sure that you tell on your website, you write exactly who your ideal client is. And then this way you're training people, you're training the algorithms on exactly who you're looking to meet. So for example, if I go to Arlene's website and I take a look at your website, Arlene has a very, very beautiful website and it's very, very clear what she does. She has a beautiful photo, who she helps, her areas of focus, how she works. Oh my God, Arlene, your website is outstanding. Guys, if you don't have an outstanding website like Arlene, I definitely recommend you get one like Arlene's. Let's take a look at Arlene's website real quick, just so I can show you something. Have you guys seen Arlene's website? Arlene, did you recently redo your website?

Yes, I did.

Oh my God, look how beautiful it is, guys. Oh, thanks to Ajax. You know, look at this: our process, how we work, diagnose, define, search, decide, and integrate. And then what makes us different. Look at that, the talent blueprint, a form. Wow, this is really, really, really nice. I love this. Look at the services page. Every page has beautiful imagery, is done really well, and looks like the SEO is amazing on this as well. Well done. Well done. This is a very nice page, very nice website, very professional. If you added a section that says who we work with, that might be a helpful page to put in at some point in the future. No rush on that, but— I would probably add another section as like who we work with and then make a list of all the industries that you work with and maybe even have examples for those industries. I would definitely add that to it, but this is a very well complete, beautiful website. Well done on putting that together. Guys, let's give her a shout out of how beautiful her website is. Well done. Well done. By the way, it takes a lot to make a beautiful website. It takes a lot of time, effort, energy, investment. You know, like paying attention to what you're going to have in there. If you need help building your own website, I'm happy to guide you. Every single human being should have a brand website and a personal website as well. And if you don't have a brand website for your brand and a personal website for yourself, you are missing out on having properties online. Every website is a property and a website costs $10 a year, $10 a year, including hosting. You can get a website for $10 a year, including hosting. So just for any domain. So that's why I'm just building websites and I'm going to have over 100 different properties. And if you want to see my portfolio, just hit me up, say, Joe, show me your portfolio. I built a portfolio of websites that I'm building for myself, not for other people. I have over 1,100 clients I've built websites for. And I'm talking about just for myself, for my own purposes. If you want to see my portfolio of my own websites that I'm building, my fleet of websites. I'm gonna have 100 websites by the end of the year that are updating themselves. An example of that is newsjackingdaily.com. You guys know what newsjacking is? I mentioned this many times in the past. Newsjacking is where you jack the news. You basically steal the news and use that on your Twitter, on your Facebook, on your LinkedIn. If you tweet, if you wanna tweet On Twitter, you can go to News Jacking Daily right now, and we have five new articles every day. Guess who updates News Jacking Daily every day? His name is Jack. Jack lives in a box. Jack lives on a server, and every single day Jack researches all the latest news trends and updates News Jacking Daily. He's been doing this every day since I put him in the box. I put Jack in the box and Jack is updating it. Now Jack is gonna start tweeting soon. He's gonna start tweeting also, but he prepared 5 separate articles. And in those articles, he gave you all the prompts to use in Evie AI to build your own newsjacking posts. And he gave you a bunch of hooks. He gave you a bunch of ideas there. Every single post, 5 times a day, he does this. Imagine if you could hire Jack to do this for you. And it doesn't cost jack. It doesn't cost anything. It doesn't cost anything. Just some compute, a couple of free tokens. And I'm using free tokens with DeepSeek so you can get free AI. So that's really powerful. Okay. Next, Arlene, thank you so much. You are awesome. Robin, you are next. You're up. Give us your 30-second elevator pitch, Robin.

30 seconds, huh? Ooh, pressure.

All right. You want, you want less pressure? Make it 20 seconds. Go.

Okay. Oh, hold on a second. Oh, sorry. So I am a travel advisor specializing in sustain— in scuba and sustainable adventure.

Amazing.

And I happen to know that Joe is also a scuba diver. So if anybody wants to have a group trip with Joe and go diving and learn about Heavy AI, I think that would be a great Getaway webinar.

Post me in the chat. Awesome. By the way, if you guys are Patty certified like me, write Patty in the chat. If you're afraid of diving into 60 feet of ocean water in middle of nowhere, just write afraid. I used to be afraid until I got 50 hours of training, and so now I'm a certified open water diver like Tina Larson. So let us know who's afraid and who's not. If you get training. You can go to, you can go to Florida, you can go to many places that will train you. It's not expensive. It's just like 5 days or 6 days of training or whatever. And then you become unafraid of the water, unafraid of sharks, unafraid of octopuses, unafraid of squids, unafraid of eels, because you realize that down there, they all love you. Everybody loves you down under. It's really beautiful.

I'm actually an SSI certified, uh, divemaster. And I'm also sustainable travel that allows travelers to explore, learn, and contribute to the places that you visit. I'm a biologist, former science teacher, and divemaster certified in coral restoration. So, I make it a part of any travel trip.

Wow! Love that. Thank you for sharing, Robyn, and thank you for being part of our community. You're such an expert, you know, and you know how to rein it in, too. You're the Rainer. You're the Robin Rainer.

Ryder. No relation to Rob.

Yeah, yeah, that's awesome. Thank you for being here. Karen, take it away. Karen, give us your pitch. Tell us, tell us what you're about. Tell us what you're doing. Tell us who you're working with.

Well, it's all new and none of my socials reflect this, so this is my first time sharing. Um, I am launching an app Called True Record to put all high school athletics, sports data, and information in one place. Not for the athlete, for the parent, but primarily for legacy. I am a legacy keeper. I write novels, but I've been in the track community for over 35 years. And our legacy in our home high school goes back 50 years, and the past 10 years have been lost. We're rebuilding it with AI. And if we can do it once, we can do it for every school. We are starting with track and cross country in Ohio, and we could easily have 40 schools within the next 2 months.

There's a guy named Michael Bendit. I had a conversation with him today. He's a client of mine. He wants to meet you. I told him about you this morning while I was on my run. He's like, I got to meet Karen because he has like an expert in school sports that— and he also wants to sell his product to high schools and whatever all over the country. He has a museum app. I really think you should talk to Michael Bendett. So I'm going to do an intro between you, Karen, and Michael Bendett, a very close friend and client of mine.

Thank you. And I'm friending every athletic director in the United States. This will also eventually launch out to clubs because my developer is actually in Europe and he's developing the soccer side of our app. So anyway, starting small, but it's kind of growing fast. We've only been working on it for 3 weeks.

Everybody put in your email in the chat so we could all make intros for each other via email. I'm going to put in mine. Karen, you put in yours so it's easy for me. I'm trying to search your email in my, in my email. It's a little— that's not coming up on there. So just— I have your email, I have to search for it. Just make it easy for everyone. Put your email in the chat. Everybody put your email in the chat. It's good for you guys to share your email with everyone so that we can all make introductions for each other. And then we got Joe Moore for those that want more.

Hey, Joe. Thanks. Yeah, this is my— I haven't been to one of these in a while, so I'm happy to be back. It's kind of cool to learn from everybody here and see what's new. So, I'm in wealth management and we focus on a lot of things, but I would say my primary focus is working with people with variable income. So, business owners, sales professionals. 1099s. We have a very strong tax planning system that we use for these people, and we do a lot of different things investment-wise that are not correlated to the market. So our portfolios tend to be a lot less volatile than a lot of ones out there. We are a Charles Schwab independent advisor. And we also do company retirement plans. I've got one 401 plan here in Dallas that I work with a law firm that I've done for a couple years now. But anyway, that's my story. Been in the business for 10 years. Love it. Couldn't imagine myself doing anything else. So that's it.

Amazing. Thank you, Joe Moore. Appreciate you. How'd you find out about Evvii AI?

2 years ago, probably. So I've only been on 2 of these. This is my 3rd one.

Okay, awesome. Well, we look forward to having you. We look forward to having you more in the community.

Thanks. Appreciate that.

Are you in South Dakota?

Me? Yeah. No, I'm in Dallas, Texas.

Dallas, Texas. Okay.

Close, close to South Dakota.

There's another Joe Moore that I'm connected to.

Oh.

In, in, you know, in whatchamacallit, in, in that place. So.

I wish I was there right now. It's probably a lot cooler than 150 degrees like it is here.

Why does, why does your LinkedIn say helping University of Florida grads and sales pros retire in their 50s?

Because I used to go to— I'm a University of Florida grad, so I connect with UF grads and Sales pros are kind of my bread and butter. Yeah.

Amazing. Amazing. Yeah. So sales professionals are your bread and butter.

That's correct.

So sales trainers could be really good for you.

Oh, yeah.

Oh my goodness. That's amazing. There's a guy named Jeff Goldberg I want to introduce you to. You know Jeff Goldberg? Okay, sales trainer.

I think I'm following him on LinkedIn.

Yeah. So if you put your email in the chat, I think your email is Joey .more@portia-capital, right?

Yeah, Portia. Yeah, like the merchant. Oh, got it. Shakespeare.

Yeah, got it.

Woman-owned. So she's like the heroine of the story.

Yeah. Really? Yeah. Yeah.

That's where she came up with the name.

Yep. Amazing. So I'm going to introduce you to, to, to Jeff Goldberg. All right. Thank you for being here, Joe. Appreciate you very, very much. And then Barbara—

Appreciate you, sir.

Yeah, my pleasure. Barbara, go ahead. Take it away.

Hey, Joe. Good to see you this morning. I'm Barbara Harrington, and I am in Vermont, and I'm a chemist by training, and I have a voracious appetite for seeking the truth. I'm driven by making the invisible visible so that people can choose their lives with intention. People call me a decision architect, a strategic thinking partner, and I work with accomplished women in science-led industries to help them make the invisible idea of decisions so that they can navigate their careers with clarity, authority, and intention. And the kind of people, the kind of people I want to meet are women who are in science-led industries, specifically chemists and engineers. They're in pharma, they're in biotech, they're in medical device areas, they're in aerospace, Those are the kind of people I'd like to meet.

And if you were going to come up with a company type and a location for the type of company that those women typically work at, what would be a company, a very specific industry or company that you would want to connect with?

So, I'm, I'm, my background is from pharmaceuticals. So I would start with pharma and biotech because that's where I have been. So that would be the starting point or the launching point. However, you know, my clients are in aerospace as well.

Amazing.

Location? That's a great question. Northeast, if you want a specific one. Of course, pharmaceutical haven right now is still New Jersey, but the biotech hub is more Boston area.

Amazing. So Boston or New Jersey, that's your ideal? Love that. Love that. Guys, think about that. Think how specific she just was. Joe Mitchell, do you want to introduce yourself, Joe? You want to give us your 30-second elevator pitch? By the way, we are live on LinkedIn just for the portion of the class that, um, you guys did your elevator pitches. So I wanted your world to see you do your elevator pitch too, and my world to see it. So I put a link in the chat so you guys can hit the repost button so more people can see your elevator pitch on LinkedIn. Just FYI. And if you're wondering how to go live on LinkedIn the way that I'm going live while you're on Zoom, we actually taught that in our class last week. We did a 2-hour masterclass on LinkedIn strategy and we showed, we all went live and we showed you how to do that. So if you need the replay of that, let my team know that you need the replay because we walked you through step by step. Joe Mitchell, go ahead. Tell everyone who you wanna work with at law firms in Philly.

Well, yes, I, I am, I'm changing up my whole thing. Okay, so you guys know, a lot of you guys have known me, and I'm changing the whole thing. Okay, so I help lawyers and business professionals to protect what matters most in their lives by creating clear, comprehensive estate plans, wills, trusts, powers of attorney, probate guidance tailored to your specific needs. And I have decades of legal experience, and I got— and I'm a Harvard grad, and I guide clients through What can feel like an overwhelming process with practical advice and peace of mind, ensuring that your wishes are honored and your loved ones are protected.

Okay. So, so just to make it really easy for people, what type of companies do you want to work with?

I want to work with business professionals and lawyers.

Okay. All right. And is there a specific practice area?

Uh, no, no. Okay. High-worth individuals who practice law or do business. Or do— or business professionals in business.

Amazing.

Either for themselves or in corporate situations.

Wonderful. Wonderful. Thank you so much, Joe. And then—

Right now, I'm pretty much licensed in PA.

Oh, in PA. Okay. Very nice. Congratulations. That is awesome. Okay. And what about you, James? James, you want to give us your 30-second elevator pitch?

My apologies. You see me making faces. I'm negotiating with the TV station. I'm a local producer in the city of St. Louis. I have a TV show, been producing for 36 years, and just this year I started— last year, actually, I started expanding into other markets. So I'm in St. Louis, Kansas City, Nashville, and Memphis. Fox, CW, and ABC respectively. My ideal clients would be a national auto manufacturer or pharmaceutical company.

Amazing. Amazing. Well, thank you for being here. Um, James, how'd you hear about Evy AI and the posting party?

Um, I got an email.

Okay, wonderful.

I actually get a lot of emails. Yeah.

Amazing. Well, thank you everyone for joining us. We do this 25 times a year. If you want to learn how to use Evy AI, come to our office hours at 12:00 PM Eastern. All you have to do is to go to evyai.com/success. We also do something called a prospecting party during those office hours as well. So even if you're savvy, you want to meet other people, network, build relationships, please come. At 1 PM, Jane is hosting something called an intentional commenting party where people go there with intention and help each other out. Tomorrow, Evan's hosting an event. Wednesday, we have another event by B. Randall. Thursday, we have another event. And then Barbara's hosting an event on Friday at 11 AM. She always does that at 11 AM on Friday, another posting party. We have events every single day. We have office hours every day. We're here to support you. Go out, get your clients. And, uh, looking forward to seeing everybody at the, uh, whoever got into the masterclass, whoever Claude let into the masterclass. We're gonna spend 6 hours learning how to build AI employees tomorrow. So if you wanna learn how to do that, let me know. I think we have maybe one seat left, so just let me know and we'll get you in. Thank you very much, everybody. God bless you, and we'll see you on the next one.

Boom. Boom.