Best Franchise Principal Podcasts (2024)

1
Getting better at dealing with and adapting to change 28:35

3h ago28:35

28:35

In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations. The discussion begins with an overview of the constant changes affecting the financial planning secto…

1
The realities of building a professional services business in 2024 30:20

4d ago30:20

30:20

In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual perspective helps u…

1
Client Communication That Connects in the Digital Age with Tim Slatter 0:20

11d ago0:20

0:20

In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication. We begin by dis…

1
Strategies for Sustainable and Renewed Growth for Financial Advisory Firms 30:53

19d ago30:53

30:53

In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm. We then explore the core purpose of business development, whic…

1
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout 33:59

28d ago33:59

33:59

In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning. We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro creden…

1
Improving Financial Advice with Strategic Client Touchpoints 34:05

1M ago34:05

34:05

In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support. We explore how to effectively map out…

1
Strategic Lifestyle Planning for Success with Marc Sydow 35:12

1M ago35:12

35:12

We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delv…

1
The Five Essential Rings for Financial Advisors' Success 29:29

2M ago29:29

29:29

In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning. Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasury, and the Rin…

1
7 Lessons I’ve Learned from Life and Business 28:23

2M ago28:23

28:23

In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And often failure! Join us as we share these lessons, off…

1
60 - Unleashing the Power Within: Transforming Men's Lives Through Purpose with The Immortal Man's Eric Rogers 38:35

1M ago38:35

38:35

Your host, Arthur Yon, talks with the Owner and CEO of The Immortal Man, Eric Rogers. Eric's life story is a testament to the human spirit's resilience. His childhood, marred by traumatic experiences set him on a path of pain and addiction. Eric's recount of his battle with addiction is harrowing – a journey through extreme usage, drug-induced psyc…

1
Mastering the Long Game with Russell Ho 31:52

2M ago31:52

31:52

In this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-term success in the industry. We begin by exploring the i…

1
From Reluctance to Results: Changing Your Mindset on Selling 26:49

3M ago26:49

26:49

Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to address this c…

1
Adapting to Financial Planning's Future with Wessel Oosthuizen 35:14

3M ago35:14

35:14

We sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession. In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grown and transformed over the years. Wessel shares his ins…

1
59 - Empowering Business Owners with Common Sense Leadership with Acquira's Doug Thorpe 31:47

3M ago31:47

31:47

Your host, Arthur Yon, talks with the Director of Integration of Acquira, Doug Thorpe. Doug's journey is nothing short of inspiring. Starting as an army officer, he transitioned into the commercial world, where he became part of a legendary banking culture at Texas Commerce, which later became Chase Bank of Texas. His experiences there, particularl…

1
Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients! 33:42

3M ago33:42

33:42

We are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ever. The focus of this episode is to simplify these c…

1
58 - The Power of Mindset and Gratitude in Business Success with BoomZeal Enterprises' Phil DePaul 26:56

3M ago26:56

26:56

Your host, Arthur Yon, talks with the CEO of BoomZeal Enterprises, Phil DePaul. Phil's story is one of passion and perseverance. His early interest in entrepreneurship and his stint in the plumbing wholesale industry laid the groundwork for his future endeavors. But it was his hands-on experience in disaster recovery post-Hurricane Sandy that truly…

1
Powerful Lead Generation Strategies Any Professional Can Do 35:01

3M ago35:01

35:01

Welcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach. Learn how to keep a steady stream of clients coming in and adjust your business…

1
57 - The Significance of Habits and Values in Transforming Business and Life with Building Raving Fans' Clifton Muckenfuss 33:46

3M ago33:46

33:46

Your host, Arthur Yon, talks with the Visionary and Founder of Building Raving Fans, Clifton Muckenfuss. Clifton's journey is nothing short of inspiring. He began his career working for a Fortune 100 company, but it wasn't long before the entrepreneurial bug bit him. He took a leap of faith into the home service space, founding Carolina Exteriors P…

1
Is technology making things simpler or more complex for financial advisors with Adam Owen 33:11

4M ago33:11

33:11

In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience. This episode …

1
56 - The Power of Maintaining Strong Personal and Business Credit Profiles with FRS Credit's Shawn Lane 28:50

4M ago28:50

28:50

Your host, Arthur Yon, talks with the CEO of FRS Credit, Shawn Lane. Sean has an impressive background as a CEO and author of "The Consumer's Guide to Credit Restoration." His journey began with personal struggles with credit, which led to a transformative experience that improved his financial situation and ignited a passion for helping others. FR…

1
Money: I wouldn't start from here with Chris Budd 27:35

4M ago27:35

27:35

Is chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'll question the common belief that more money means mo…

1
55 - Understanding the True Value of People in Business with Haefele Flanagan's Dave Bookbinder 18:36

4M ago18:36

18:36

Your host, Arthur Yon, talks with the Executive Director of Valuation Services at Haefele Flanagan, Dave Bookbinder. Dave's journey into the corporate finance world began in an investment bank, where he climbed the ladder from a valuation professional to a seasoned expert in raising capital, mergers and acquisitions, and asset securitization. His p…

1
Grow your business and make your life easier by simplifying everything 26:38

4M ago26:38

26:38

In today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world. 🔍 We Discuss: Financial Product Offerings: We start by tackling the complex world of financial products. Learn how to streamline your offerings to b…

1
54 - Unveiling the Secrets of Real Estate Success: Strategies, Challenges, and Growth with Kyle Chadwick 22:46

4M ago22:46

22:46

Your host, Arthur Yon, talks with the Founder and President of, Kyle Chadwick. In this episode, Arthur Yon interviews Kyle Chadwick, a real estate broker and owner, who shares his journey from biology to real estate. Kyle discusses his business's growth, his approach to client challenges like poor credit, and recounts a successful property flip dur…

1
53 - The Art of Persuasion: Using Literature to Elevate Home Service Businesses with Lisec Ghostwriting's Joshua Lisec 42:11

4M ago42:11

42:11

Your host, Arthur Yon, talks with the Founder and President of Lisec Ghostwriting, Joshua Lisec. Joshua's journey began with a fascinating transition from novelist to ghostwriter and, ultimately, a business persuasion expert. Joshua's story is filled with unexpected twists, as his literary prowess caught the attention of entrepreneurs who sought hi…

1
52 - Boosting Business Excellence: The Role of Training and Customer Service with Lead Ninja System's Gene Slade 44:12

5M ago44:12

44:12

Your host, Arthur Yon, talks with THE CEO of Lead Ninja System, Gene Slade. Gene's story begins with his early exposure to the heating and air conditioning industry through his father's business. His hands-on experience as a technician laid the foundation for his career. But it wasn't until he transitioned into sales that he truly began to shape hi…

1
51 - Contractors' Integrity: Rising Above Low Standards with Core Matters' Ryan Englin 28:23

5M ago28:23

28:23

Your host, Arthur Yon, talks with the CEO of Core Matters, Ryan Englin. Ryan's journey into the heart of the home service industry began with a mission to "make the trades cool again." He observed a societal shift that undervalued the importance of field technicians and construction workers. Ryan's goal is to restore the appeal and respect these pr…

1
50 - Raising the Bar: Why Minimum Qualifications for Mold Assessors Need an Upgrade with Celtic Mold Assessments' John Slater 36:22

5M ago36:22

36:22

Your host, Arthur Yon, talks with the Founder of Celtic Mold Assessments, John Slater. Celtic Mold Assessments primarily provides mold inspections and assessments in accordance with New York state regulations. Before a mold remediation job can be done, an inspector like John needs to assess the scope of work and provide a report with protocols for …

1
49 - The Tax Goddess: The Ultimate Expert in Tax Reduction Strategies with Tax Goddess Business Services' Shauna A. Wekherlien 22:53

5M ago22:53

22:53

Your host, Arthur Yon, talks with the Owner of Tax Goddess Business Services, Shauna A. Wekherlien. Shauna's journey is as fascinating as it is inspiring. She began her career with a degree in astrophysics, but a personal incident involving her mother's IRS notice and the lack of proper advice on reducing her tax bill led Shauna to transition into …

1
48 - The Most Efficient Lending and Technology Solution for Home Service Builders with Snap.Build's Matt Merritt 25:23

5M ago25:23

25:23

In this podcast episode, Arthur Yon interviews Matt Merritt, CEO of Snap.Build, a fintech company providing lending and technology solutions to builders in the home service industry. Matt shares his professional journey, from the oil and gas sector to finance, accounting, and IT, and how Snap.Build helps builders manage their finances and pay vendo…

1
47 - Building Your Business Empire: Lessons from the Top with PropertyGuys' Karim Kerachni 26:44

6M ago26:44

26:44

Your host, Arthur Yon, talks with the State Director Of Franchise Development of PropertyGuys and Co-Founder of Steamates, Karim Kerachni. Karim is a man of many talents, born in Canada, raised in France, and armed with an MBA, Kareem began his professional journey in sales and management in France. His career took a significant turn when he return…

1
46 - Unleashing the Power of Video: How to Dominate the Home Service Industry with Cornerstone Marketing Solutions' Jonathan Bannister 48:01

6M ago48:01

48:01

Your host, Arthur Yon, talks with the Marketing Staff of Cornerstone Marketing Solutions, Jonathan Bannister. Jonathan's journey is nothing short of inspiring. He started his career as a police officer in Biloxi, Mississippi. However, after having three kids in quick succession, his wife's concerns about his safety led him to consider a career chan…

1
45 - The Best Payment Processing Solution for Home Service Businesses with PayProudly's Jeff Maine 23:13

6M ago23:13

23:13

Your host, Arthur Yon, talks with the Founder and CEO of PayProudly, Jeff Maine. Jeff is a finance graduate from Saint Louis University and didn't initially plan to work in the payments industry. However, he was drawn to it and started his first payment company in 1999. Over the years, Jeff has gained experience in various aspects of the payments b…

1
44 - How to Win in Business: Building Relationships and Trust with REMAX Real Estate' Sammie Knight 29:48

8M ago29:48

29:48

Your host, Arthur Yon, talks with the Managing Principal of REMAX Real Estate, Sammie Knight. Sammy Knight is a business coach with the Apex Network and an entrepreneur in various industries. Sammy's journey is nothing short of inspiring, he spent 18 years in corporate America before transitioning to the private sector as a minority owner, and it w…

1
43 - The Most Common Mistakes Made by New and Small Businesses with The Titan Effect's Kim and Todd Saxton 27:34

8M ago27:34

27:34

Your host, Arthur Yon, talks with the Authors of The Titan Effect, Kim and Todd Saxton. Dr. M. Kim Saxton has over 30 years of marketing and market research experience, working with large corporations, startups, and medium-sized businesses. Currently, she teaches marketing at Indiana University’s Kelley School of Business. Her research on market se…

1
42 - Creating and Maintaining Work-Life Balance with proof. pest control's Allan Draper 23:53

8M ago23:53

23:53

Your host, Arthur Yon, talks with the Founder and CEO of proof. pest control, Allan Draper. When pests invade your home, you need a team of professionals on the job. proof.'s top-rated pest control experts provide specialty pest services that are designed for pests that require targeted treatment based on their unique characteristics and behavior. …

1
41 - Building Community Presence and Customer Loyalty with Top Talent Agency's Dr. Richard Kaye 24:49

8M ago24:49

24:49

Your host, Arthur Yon, talks with Dr. Richard Kaye of Top Talent Agency. Top Talent Agency is a talent management and representation organization specializing in a complete publishing approach that includes publicity so you maximize overall business profits as opposed to just focusing on the sale of your books. Dr. Richard Kaye, a retired chiroprac…

1
40 - The Four Pillars of a Winning Team with Patti Mara 21:35

9M ago21:35

21:35

Your host, Arthur Yon, talks with Patti Mara. Patti Mara is the principal trainer and the author of the book UpSolutions: Turning Your Team Into Heroes and Customers Into Raving Fans. Patti has worked with hundreds of independent pharmacies to reposition them for success and dramatically increase their customer loyalty, team engagement, and profita…

1
39 - Dr. Archer's Fascinating Journey Through Chiropractic Care with Archer Chiropractic's Matt Archer 35:29

9M ago35:29

35:29

Your host, Arthur Yon, talks with the founder of Archer Chiropractic, Matt Archer. With accurate instant feedback from the body, it becomes obvious that most people are dealing with a few foundational issues that are rarely identified or addressed. When these issues are cleared, dramatic improvements in inflammation, absorption, and elimination can…

1
38 - Creating Success Through Value, Storytelling, and Ethical Leadership with Burg Communications' Bob Burg 34:51

9M ago34:51

34:51

Your host, Arthur Yon, talks with the Founder of Burg Communications, Bob Burg. Bob Burg shares how a subtle shift in focus is not only a more uplifting and fulfilling way of conducting business but the most financially profitable way, as well. For 30 years he’s helped companies, sales leaders, and their teams to more effectively communicate their …

1
37 - Mastering Marketing with S.M.A.R.T. Methodology with Profit Master Business Solutions' Howard Wolpoff 20:33

9M ago20:33

20:33

Your host, Arthur Yon, talks with the Chief Marketing Solutionist and Customized Marketing Strategy Chief of Profit Master Business Solutions, Howard Wolpoff. Many business owners have a plethora of creative marketing ideas and some a budget with which to execute them. However, most business owners struggle to know whether their marketing is succes…

1
36 - Purpose-Driven Business and Community Building for a Better World with Nest-DC's Lisa Wise 22:19

10M ago22:19

22:19

Your host, Arthur Yon, talks with the Founder and CEO of Nest-DC, Lisa Wise. Nest-DC offers top-notch property management services tailored for the contemporary resident. Operating solely out of DC, they understand how important it is to nest. They focus on aesthetics, comfort, and coziness. They have previous experience as tenants and owners, whic…

1
35 - Building Healthy, Comfortable, and Efficient Homes with The Conscious Builder's Casey Grey 20:13

10M ago20:13

20:13

Your host, Arthur Yon, talks with the Founder and CEO of The Conscious Builder, Casey Grey. Welcome to The Conscious Builder, a leader in net zero and passive house construction. They believe that every decision and action taken has an impact on the environment and future generations. That's why they are dedicated to making conscious decisions in e…

1
34 - Tax Talk: The Importance of Knowing Basic Tax Principles with Contigo Advisors' Brian Basinger 18:45

10M ago18:45

18:45

Your host, Arthur Yon, talks with the CEO of Contigo Advisors, Brian Basinger. Contigo Advisors believes that long-term success happens when you have a plan and support from a community of business owners just like you. That's why Contigo Advisors created easy-to-use tools and programs so you can achieve wealth and change your life through entrepre…

1
33 - Building the Financial Foundation Through Money Management and Income Generation with Wealth 17:31

10M ago17:31

17:31

Your host, Arthur Yon, talks with the Founder of Wealth On Any Income, Rennie Gabriel. Wealth On Any Income's mission is to guide those who want to influence positive change in the world by getting on the path of creating wealth with a purpose, a purpose that is aligned with the calling of their heart, and to impart the key life and financial skill…

1
32 - Outsourcing the Back-End Work for Small Businesses with Reva Global's Bob Lachance 21:43

11M ago21:43

21:43

Your host, Arthur Yon, talks with the Founder and CEO of Reva Global, Bob Lachance. Reva Global believes in providing real estate professionals, entrepreneurs, and growing businesses outsourced solutions that are unmatched in this space. Their core values of T.E.A.M, Ethics and Integrity, Loyalty and Trust, and Servant Leadership, are the building …

1
31 - One-Stop Shop Design Build Experience with Julie Laughton Design Build's Julie Laughton 19:22

11M ago19:22

19:22

Your host, Arthur Yon, talks with the CEO of Julie Laughton Design Build, Julie Laughton. Julie's passion is to build custom dream homes with timeless designs that match every client’s style and needs. She has been in the Design Build business for over thirty years. As a designer and general contractor, she oversees and executes all facets of the b…

1
30 - Building an Innovative Lawncare App For Homeowners with GreenPal's Bryan Clayton 18:37

11M ago18:37

18:37

Your host, Arthur Yon, talks with the CEO and Co-Founder of GreenPal, Bryan Clayton. GreenPal is the easiest way to book a local lawn care company for yard maintenance services at an affordable price. If you’re looking for same-day lawn mowing or next-day lawn cutting services, GreenPal is the company for you. Bryan shares how he got started as an …

1
29 - High-Performing Digital Marketing Campaigns with Nuclear Networking's Tyler Horsley 24:16

11M ago24:16

24:16

Your host, Arthur Yon, talks with the CEO and Founder of Nuclear Networking, Tyler Horsley. At Nuclear Networking, they create and harness dynamic marketing technology to provide tailored solutions based on your unique challenges and goals as a business. Their proprietary, AI-driven software streamlines campaign data to provide efficient and superi…

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28 - The Time Freedom Point with Ideal Wealth Grower's Axel Meierhoefer 36:28

12M ago36:28

36:28

Your host, Arthur Yon, talks with the Founder of Ideal Wealth Grower, Axel Meierhoefer. Ideal Wealth Grower provides real estate mentoring that offers you the experience, know-how, and strategic planning that helps lead to better decisions and becoming financially free through passive income. At Ideal Wealth Grower, they help investors turn critica…

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Franchise Principal Podcasts

Podcasts Worth a Listen

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