fAVORIte THINGS
Enjoy some of my go-to biz resources (and favorite things!) to help you with running your own business, connecting deeply with your clients, and building a life well-lived. Some of the links below are affiliate links, which means I might earn a small commission if you love something as much as I do... but I only recommend what I actually like myself! (Use as many or as few sections as you want!)
Let's get to it...
learn
Elevate your Understanding of Health Plan Mechanics
Sharing the basics of how to navigate finding an awesome health plan, knowing your options, and ensuring you're well taken care of. Want to become a client? Start here.
review
Elevated Experiences & Testimonials
Sharing experiences, reviews, and testimonials from clients I've advocated on behalf of to find them fantastic health plans. Want to become a client? Start here.
client feedback
Words shared by current client.
CLIENT FEEDBACK
Words shared by Ant W.
partner FEEDBACK
Words shared by Mary B.
"Keep doing what you do, it makes it easy for people to have a go-to person that cares."
"So far Mary has been awesome and super helpful when I need help."
"You’ve been such a pleasure to work with."
WANT TO LEAVE YOUR OWN REVIEW? GIVE FEEDBACK HERE.
TOOLS of the Trade
ActiveCampaign keeps all of my communications automated. I can send out newsletters, automate the referral process, and ensure clients have all of the documents they need as quickly as possible.
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ClickUp is my go-to organizational software. It handles my to-do list, is synced up with my calendar, and helps me manage my team.
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Text expander has been a game changer in my work. It saves things that I regularly type into templates. Now, with a few keystrokes I have an entire email written.
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My AI meeting assistant summarizes my meeting notes and keeps track of when in the video points were discussed. It's a huge time saver!
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I almost never have to go back and forth via email with someone to find a time to meet. Instead, acuity helps me schedule important meetings and calls according to my calendar.
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This form software keeps tracks of all of my referrals, client feedback, and lifestyle reviews in one place. Plus, it offers great metrics to see how each form performs.
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for small business owners
MY BEST TIPS
Browse My Blog
The blog is where I answer all of your burning questions about how to find an awesome health plan.
check out the blog
some of my FAVORITE things
Recipes: AMindfulMom for easy, healthy eating
I love Instant Pot to make easy, quick recipes. Here's my favorite "Rotisserie" Chicken recipe from AMindfullMom 🤤 Plus, I also make amazing chicken stock afterwards.
Netflix Binge: The Minimalists
I love this super resource on the Minimalist lifestyle. (And who doesn’t love Marie Kondo’s “Tidyness” )
Thing to Buy: PEMF Device
I love my Centropix PEMF device and even take a mini version with me when I travel!
Currently Reading
Rocket Fuel
Who Not How
The Compound Effect
The 12 Week Year
Dare to Lead
Atomic Habits
all about biz
all about lifestyle
Let's talk about how to simplify health insurance, so you can find a health solution that fits YOUR lifestyle.
Mary's YouTube Channel
your health plan resources
Deductible, Co-Insurance, and Out-of-Pocket Made Easy
Tips
Network Discounts & How To Use Them
Tips
