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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

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The Finance Client Acquisition Podcast helps women of color money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change. That’s why my mission is to show you simple strategies you can use as a WO ...
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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Designer Discussions : Design Remodeling Marketing

Mirjam Lippuner, Jason Lockhart, Maria Design Appy

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Welcome to Designer Discussions, the ultimate guide for interior design and kitchen and bath business owners seeking success in marketing, communication, and public relations! Join us as we dive into proven strategies and expert insights to help you elevate your business. Discover how to boost your online presence, attract new clients, and secure high-budget projects. Uncover the secrets of landing highly coveted magazine placements to simplify your life and improve your income. Tune in to g ...
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The mission of this show is to educate inspire and motivate women and men around the world to build a robust sales strategy to Get More Clients. Because MANY can’t get more clients and haven’t a clue why. You will learn to transform thinking to the client's perspective, eliminate the lengthy chaotic sales cycle to ignite your sales, and unleash lasting profits. Every week, you will learn methods to: · Gain confidence and assurance with worthy intent to guide clients to the sale and create mo ...
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An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel.
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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger & Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Looking for answers on how to make it happen? Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won insights and proven strategies. You're here just in ...
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Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
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Are you tired of information that doesn't help your business grow? I'll give you the questions and frameworks that will boost your entrepreneurial mindset and help you uncover what you don't know you don't know about running a successful business! Award winning business coach and speaker, Malla Haridat, has been mentioned in The NY Times, Huff Post, ABC and other media outlets for her ability to get people thinking like an entrepreneur
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Web Pro Savvy is a biweekly podcast for freelance web designers and developers, hosted by Cathy Sirvatka. You'll hear interviews with experienced freelance web pros about their business operations, the services they offer, and the types of clients they work with. They openly share their stories and pull back the curtain on how they achieve success so that you can boost your own business.
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Growing an agency is very difficult, and you might feel unclear what to do next in order to grow and scale your agency. The Smart Agency Masterclass is a weekly podcast for agencies that are wanting to grow faster. We interview amazing guests from all over the world that have the experience of running successful businesses, and will provide you the insights you need. Our podcast is just over 3 years old, and have reached more than a half million listeners in 42 countries.
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The Spiro Podcast covers the business of Real Estate Media. There’s a large volume of fantastic information on the creative aspect of the Real Estate Media Industry, but not as much on how to run the business side of a real estate media company. We’re here to help you grow and manage the business side of your business!
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The Property Line

Seyfarth Shaw LLP

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The Property Line is a brief and lively discussion of the biggest issues facing the commercial real estate industry. The podcast will deliver insights from Seyfarth’s real estate lawyers and other industry leaders on current market trends and how they impact all facets of commercial real estate.
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Welcome to the Scaling Season Podcast, where I reveal the secrets to business growth and success using proven clients' acquisition strategies! I'm your host Joly Tematio - former data scientist turned ads agency owner and I'm the brain behind some of the most profitable paid ads campaigns in the info-marketing industry. Every week, you can expect episodes packed with actionable insights, real-world examples, and expert advice to help you scale your business to heightened levels of success. W ...
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Law Have Mercy!

Chaz Roberts, AcadianaCasts

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Every episode, Personal Injury Attorney, Chaz Roberts, tackles legal topics to give you the tools to understand different areas of law in layman's terms. Just like Napoleon in 1802, Chaz wants to bring the law to the people in clear, logical and easily understandable ways. LAW HAVE MERCY, this is going to be fun! None of the opinions of the guests reflect that of Chaz Roberts, and nothing in this podcast is considered legal advice, nor creates an attorney client relationship. This is for ent ...
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Your Business, Accelerated!

Attorney Shaune B. Arnold

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Welcome to Your Business, Accelerated! In nearly 30 years of practicing business law, Shaune Arnold has seen nearly every train wreck in business. This podcast is designed to keep YOU from being the next one. Tune in weekly to get strategies and guidance to help you start, build or fix a business you'll absolutely LOVE.
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The Shoney Show

Neil 'Shoney' Maclean

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The Shoney Show by Neil 'Shoney' Mac is a daily podcast featuring the tried and tested strategies proven to grow coaching businesses to 6-7+ figures online. Social media, email marketing and ads strategies that get clients shared daily - plus mindset, interviews and more. Subscribe to never miss an episode.
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Scale It Lab

Charles Schwartz

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We are Scale It Lab. If success leaves clues, where are they? For far too long, the habits, practices, and strategies that lead to success were shrouded in secrecy. Scale It Lab was created to provide you with direct, actionable insights into these hidden secrets, empowering you to scale your business. Join us as we delve into the minds of industry leaders, entrepreneurs, and experts who have cracked the code to success. Whether you're just starting out or aiming to take your enterprise to n ...
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The Lawyer Mastermind Podcast: Elevate Your Law Firm's Success Join us weekly on "The Lawyer Mastermind Podcast," where legal industry transformation is at the forefront. Founded by Casey Meraz, the esteemed founder of Juris Digital, this podcast is your gateway to the insights of legal experts. Delve into a treasure trove of knowledge as we navigate diverse topics including innovative marketing strategies, effective law firm management, successful firm selling techniques, and efficiency enh ...
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The Business Shift is a podcast for online entrepreneurs who are focused on turning their ideas into successful businesses. This podcast is your go-to resource for valuable insights, proven strategies, and practical tips to help you build and grow a thriving digital empire. Join us as we dive deep into the nitty-gritty of what it takes to make the transition from entrepreneur to business owner, with no fluff, no hype, and no-nonsense. Episodes feature inspiring interviews with successful bus ...
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Real-world wisdom, strategic growth tips and inspirational stories from fellow entrepreneurs to help you take your business to its next success. Each episode is a deep dive into the realities of the entrepreneurial journey, offering clear, actionable advice that you can tailor to your unique challenges. Whether you’re looking to refine your business strategy, grow your understanding or just simply seeking inspiration - get stuck into our podcast instead of your business challenges.
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In The Accepted Authority, Greg Roworth discusses how owners of consulting firms can generate a predictable flow of premium opportunities to grow their business. Each weekly show features a lively discussion of a common growth challenge, covering strategies, tools, mistakes and how Greg has achieved results with clients or in their own business. Always useful, entertaining, and never more than 20 minutes. Sponsored by Business Flightpath.
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Discover strategies, tips and secrets for running a fun, flexible and profitable architecture practice. The focus here is simple: discussion of ways for architects to create a dream architecture practice: design what you want, when you want, and get paid well for it.
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Get More Referrals Today

Referral Marketing Guru

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The show that shows consultants, coaches, service providers all over the globe how to fast track their business growth by building stronger loyalty & bonds with their networks, prospects, clients, referral sources, partnerships (faster than they ever imagined possible) - Leading to more clients, better retention, greater profitability and a more remarkable business overall. We want to help you create more ‘WOW I didn‘t expect that to happen moments‘ in your business.
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Consolidate That!

Consolidate That!

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Hosted by Dr. Ivan Zak and Ryan Leech, Consolidate That! focuses on critical corporate topics in the veterinary business. The episodes center on improving clinical care, customer and employee experience, combining proven processes with modern technology, and ways to expand shareholder value using clear performance metrics. Find beneficial knowledge that you can apply in the rapidly growing veterinary consolidation market.
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Want to discover the personalities, leaders, and voices who are making things happen and making a difference in our region? Welcome to Dreamers, Drivers, and Doers, where Greater Akron Chamber CEO and President Steve Millard engages in conversations with business owners, influencers, and government officials to discover what makes a group of people come together, the possibilities on a local and regional level, and the potential of an area that pulls together. Fascinating journeys, strong op ...
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Welcome to 'Help Best: Mastering the Art and Science of Business Coaching,' the go-to weekly podcast for business coaches seeking to amplify their impact. Hosted by Chris Cooper of Two-Brain Business, each episode is a tightly-packed 5-10 minutes of experience and advice to improve your coaching. Whether you're part of our Two-Brain Business family or forging your own path, this podcast is your shortcut to practical, no-nonsense advice that transforms your coaching practice. Every week, we d ...
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Hope isn't a strategy on the battlefield or in the boardroom, yet so many salespeople hope they'll make the next sale. In Bulletproof Selling, we're bringing the best minds and selling systems together each week so you can create more impact and more income in your sales! For more free sales systems, make sure you visit www.bulletproofselling.us or follow us at https://www.linkedin.com/in/shawnrhodes/
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ProDio helps professionals be better with engaging, story-style audio courses. Creating visionary audio learning is our passion - providing a better way to learn that uses your imagination, freeing up your eyes and hands; anytime, anywhere. Expert instructors lead you through courses on topics that include Power Skills, Accounting Ethics, People, Change, Conflict Management and Strategy. ProDio professionally produces the audio to include interviews with leaders in that particular field, sto ...
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Web Equity Show with Justin Cooke and Ace Chapman

Justin Cooke and Ace Chapman share their real-life advice, examples, and ex

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“Don’t Build a Startup, Buy One!” This show is dedicated to providing successful entrepreneurs with the next steps on leveraging their capital to buy the right business, and also how to maximize sales in their own web portfolio. Justin Cooke, co-founder of Empire Flippers and Ace Chapman, an exceptional Business Acquisition Specialist take you through the steps to achieve next level results and help you scale your life and goals. For some of the very best information for your web portfolio s ...
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Welcome to Smarter Lawcast, the official podcast of Hall & Wilcox, a leading independent Australian law firm. We pride ourselves on our Smarter Law approach, where we work with our clients to creatively solve their legal and business challenges. Tune in to be educated and entertained by our experts’ take on topical legal issues. LinkedIn:@Hall & Wilcox Facebook:@HallandWilcox Instagram:@hallwilcox https://hallandwilcox.com.au/
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Welcome to Nanex Digital Media Group's podcast. We believe the success is achieved by taking massive action one step at the time. If you implement just one thing a day working better than before, no matter how small, just imagine how much you will have accomplished 365 days later. So we invite you today to take 5 mins as your first step towards growing your business exponentially. Can't wait to see you in 365! #biz365 Support this podcast: https://podcasters.spotify.com/pod/show/ndmg/support
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Banking on Growth

Midwestern Securities

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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Hey there! Welcome to ‘How I Got Hired’: a show about ordinary people like you and me, and how they created extraordinary success in their career. Three times a month, we uncover how they got hired in those career defining roles, whether it's by companies, whether it's by their very first paid clients and we are all about fully practical strategies and tactics; who’s got time for fluff? Not us! So if that is what you are about, you are in the right place. My name is Sonal Bahl, International ...
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The Venue Podcast

Kinsey Roberts and Lindsay Lucas

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Welcome to The Venue Podcast, the essential twice-weekly audio experience airing every Monday and Wednesday, meticulously tailored for current and aspiring wedding venue owners. Hosted by Lindsay Lucas and Kinsey Roberts, seasoned experts in the wedding industry, this podcast serves as your personal workshop, guiding you through the multifaceted world of venue ownership. With Lindsay and Kinsey at the helm, each episode unfolds as an educational journey, delving into critical topics that res ...
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Professional and informative technology podcast hosted by service-centric UK Technology Consultancy, Krome Technologies; keeping tech topics engaging, fun, and easy to consume. This podcast has been created to share Krome's knowledge and opinions on the industry hot topics, and the challenges that all businesses are facing. Sessions will cover technology updates, tech challenges, trends, industry changes. Insights and best practices for IT leaders. Krome's experience with client projects. Ho ...
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Entrepreneur Stories 4⃣ Inspiration

Millionaire Interviews Podcast & Sir Austin Peek

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Entrepreneur Inspiring Stories to Help Motivate, Build, & Grow Your Successful Business with a Master Class from Entrepreneurial Thought Leaders that tell it How It Is... Millionaire Interviews is actionable advice for the (future & present) Entrepreneur, Thought Leaders, Solopreneur, Youpreneur, and Small Business Owner. The host interviews Business Founders in the Product, Service, Real Estate, and Tech industries so they can teach you from their experience. Connect with other Listeners @ ...
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Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
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Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her r…
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In this episode of the Duct Tape Marketing Podcast, I interviewed Steve Gumm, a marketing consultant and the Chief Marketing Officer (CMO) at Gilded Box, a luxury corporate gifting company. He has extensive experience in helping companies break open doors and build lasting relationships through personalized and thoughtful gifting strategies. Throug…
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In this episode with Soledad from @wealthparatodos, we go over Introduction to the Money Coaching Virality Series Meet Soledad: Founder of Wealth Para Todos Soledad's Financial Awakening The Journey to Financial Literacy Building Wealth Para Todos Overcoming Challenges and Building Community Turning Passion into a Business Developing Unique Financi…
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Do you have a clear understanding of the client acquisition channels needed to grow your agency? Is your agency vulnerable to leadership or a client leaving? Today’s guest built his agency working with venture capitalists and private equity firms and found great success in that area, so much so that he never worried about client acquisition again. …
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Want to Add an Extra $1.2 Million to Your Business This Year? Steal Our Secret Weapon (Ep. 51) Ready to ditch the guesswork and unlock explosive growth? In this episode of The Scaling Season Podcast, I'm doing something a little different. I'm pulling back the curtain and revealing the exact client acquisition system responsible for adding an EXTRA…
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Let us know if you enjoyed this episode In today’s episode of Acquisitions Anonymous, Mills, Bill, and Heather take a deep dive into a quirky business, a custom aquarium manufacturing company out of Atlanta. They discuss how this unique shop pulls in over half a million in revenue by crafting bespoke aquariums for luxury homes and businesses. Also,…
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Have You Been Scammed by a Facebook Ads "Guru"? Don't Let it Happen Again (Ep. 55) The online marketing world is full of promises – explosive growth, overnight success, guaranteed results. But with those promises often come lurking scammers, ready to take your money and leave you with nothing but disappointment. In this episode of The Scaling Seaso…
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Shoot Us A Message! Welcome to another thrilling episode of The Insurance Dudes! This time, hosts Craig Pretzinger and Jason Feltman sit down with our special guest, Matthew Murray, who shares a blend of humor, insightful stories, and invaluable advice from his journey in the insurance industry. Matthew kicks off the episode with a hilarious and un…
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Trust has become a buzzword in sales. It’s powerful, but how do we establish it more quickly? It comes down to not assuming anything about our prospect. This doesn’t mean showing up to a call empty-handed, though. To find out how we can build trust faster across each of our accounts, we sat down with Donald Kelly, founder of Sales Evangelist Consul…
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In this episode of the Duct Tape Marketing Podcast, I interviewed Dr. Frederik Pferdt, the first Chief Innovation Evangelist at Google and a renowned expert on innovation and creativity. Frederik Pferdt helped shape one of the most fabled creative cultures in the world. He founded Google’s Innovation Lab, where he trained tens of thousands of Googl…
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We dive into an interesting discussion about finding the right acquisitions and using different growth strategies with Tom Lever from the Orange Property Group. Tom talks with us about some of the current challenges he and his business are facing in the contrustion industry as well as some ideas on how to sustain and grow cash flow. Join us for a g…
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Today, I want to discuss the five stages of marketing your consultancy practice. From my experience with hundreds of consultancy firms and my own practice, I've identified five distinct ways consultancy firms market their services. These stages align with the historical ages of growth: Stone Age, Agricultural Age, Industrial Age, Information Age, a…
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Reluctantly Resilient: Tools for Building Resilience in Transition Author and CEO, Chrissy Myers joined us today on Poised for Exit. Chrissy's experiences in family business transition (her own) coupled with the services she delivers for business owners made for a very interesting interview! Chrissy's family firm is 50 years old. She bought it in 2…
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In this episode of the Duct Tape Marketing Podcast, I interviewed Gina Bianchini, the CEO and founder of Mighty Networks, a community platform that leverages advanced technology and AI to connect people within community courses, events, and paid memberships. She shares her insights on how businesses can transform their approach by fostering engagin…
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Are you the bottleneck in your own agency's growth? Does the weight of every decision rest on your shoulders, leaving you overworked and your team underutilized? This guest is a successful agency owner who found himself in the industry after being laid off during the global economic crisis. He turned this setback into an opportunity and started his…
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Are you ready to boldly go where your business hasn't gone before? In the cosmos of small business, your genuine connection with clients is the brightest star. With an integration of the right tools, tech and roadmap, you'll navigate the galaxy of client relationships with confidence, integrity, and unparalleled success. By the end of today’s show,…
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In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht interviews Kasey Anton, founder of Spark Business Consulting and author of “Profit First For Restaurants.” Kasey shares her transformative journey from the restaurant industry to establishing a thriving accounting firm. This episode is a treasure trove of insigh…
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In this episode, Charles delves into the world of exclusive fashion and entrepreneurship with Kola Tytler, the visionary founder of Dropout Milano. Kola shares his remarkable journey of building a thriving streetwear and sneaker store in Milan, Italy, while still pursuing his medical degree. Get ready to be inspired as Kola unveils his unique appro…
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Todd and Craig wrap up A Photographer's Streamlined Workflow with this episode. What happens after your last shoot of the day? What is your data transfer process? How do you organize your media and rename it? How do you get it to your editors? And finally, how do you get your final, edited media to your clients? To learn more about Spiro and the wo…
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Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…
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Let us know if you enjoyed this episode Are you ready to work... out a fitness business? In this episode, we looked at DrumFIT, a $1.2 million Cardio Drumming "SaaS" business. Is this fitness trend worth your investment? Join us and our special guest, Chelsea Wood, to find out Thanks to this week's sponsor: Silent Quadrant offers integrated solutio…
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Each day we get closer to an AI driven world–and that’s no more apparent than in education and the businessworld. Stark State College has taken a forward-thinking approach in developing programs specifically oriented to AIlearning career readiness. Inthis episode, President of Stark State College Para Jones and ConxusNEO Tech SectorPartnership Seni…
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Karl Rozenbergs, Clare Kerley and Anthony Bradica discuss employment and tax issues facing the aged care sector, including how to avoid underpayments and the remediation cost of fixing them, enterprise agreements, the positive duty to prevent sexual harassment in the workplace, psychosocial reforms, same job same pay reforms, and the importance of …
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While emails are not as effective as they once were, they should still be a tool in our conversion toolbox. The best salespeople still use emails, but they ensure that those emails are relevant to their prospects. To learn how to make our emails more effective so we can capture more clients, we sat down with Adam Rosen, founder of Email Outreach Co…
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In a captivating podcast conversation, Rion Willard and Taylor Schmidt discuss AI's transformative role in architecture, envisioning a future where technology enhances rather than replaces human creativity. He highlights the potential of AI to streamline design processes and foster deeper client engagement. The discussion delves into traditional pr…
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Are you ready to transform your small business's struggles into success stories? To wield the power of tools, systems, and strategies and ensure your voice is not just heard but felt? Today RJ and I will illustrate a vital truth: the right tools, systems, and strategies turn a business's message into a magnet, attracting and retaining the clients w…
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Full show notes: https://dyf.link/episode142 In this episode, I explore a critical mistake many freelancers make — targeting newbie business owners , and how to build a profitable freelance offer ladder. You'll learn why focusing on clients with established, profitable businesses can drastically increase your earnings and how to structure your serv…
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Feeling Overwhelmed & Drowning in Tasks? Our Top 10 AI Secrets to 10X Productivity (Ep. 54) We all know the struggle – to-do lists a mile long, not enough hours in the day. But what if AI could be the secret weapon to unlocking superhuman productivity? In this episode of The Scaling Season Podcast, I'm pulling back the curtain and revealing the top…
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Have you ever felt like a broken record with your team? Do you find yourself repeating the agency's goals and vision, only to be met with glazed-over expressions? Have you effectively communicated the agency’s direction and vision? It’s a common struggle for agency owners to feel they’re desperately trying to rally the troops behind a unified purpo…
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In this episode, Enoch Sears and Rion Willard discuss a common issue architects face: convincing clients of the value of construction administration (CA). They explore why architects often struggle to communicate this value and offer insights on shifting client perceptions. The conversation touches on adopting a consultant mindset and the importanc…
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Let us know if you enjoyed this episode In this episode of Acquisitions Anonymous, we get our hands on an Asian specialty food importer and distributor in the US. Over the past three years, their revenue has jumped from $3.9 million to $6.8 million, with $2M EBITDA, which is pretty impressive. Tune in for a great episode Thanks to this week's spons…
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In this episode, Charles dives into the world of niche influence with Jon Davids, the marketing mastermind behind Influicity. Jon shares his hard-earned wisdom on building thriving communities and skyrocketing brands to unimaginable heights. Get ready to take notes as Jon unveils his secret formula for creating a movement around your brand that cap…
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Thinking About Hiring a Facebook Ads Agency? Hold Up! 5 Must-Haves Before You Sign the Contract (Ep. 53) So you're ready to take your Facebook Ads to the next level and hire an agency? Smart move! But before you jump in, there are critical steps you NEED to take to ensure a successful partnership. In this episode of The Scaling Season Podcast, I'm …
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There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. …
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Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…
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Our guest on today's episode is attorney Vince P. Scallan of VPS Law in New Orleans, Louisiana. You can connect with Vince via his law firm's website or on social media @VPSLaw. Law Have Mercy! Could your approach to law and life be transformed by simply shifting your perspective? Vincent P. Scallan, a thriving personal injury lawyer from New Orlea…
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Lessons Learned: Navigating Company Culture during a Business Sale Today's episode featured Brent Peterson, Founder and President of several companies over the years, and most recently a firm called ContentBasis. Brent shared his exit story with us today that he believes could have been so much better, had he known then what he knows now! Of course…
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Can the right content type exponentially increase your website traffic? Discover the insider secrets as Miriam, Jason, and Maria highlight the top three types of content that can turn your design website into a traffic powerhouse. This episode promises to equip you with actionable strategies to draw in a crowd, from creating compelling how-to guide…
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Luke Martin from Robert Martin Roofing Services joins us to explore how to land dream clients, like finally making the transition from being a sole trader and to a limited company. We also talk about different ways to balance delegation and roles to facilitate finding the right leads for business growth. Join us for a great discussion with Luke on …
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We chat with David Jordan from David Jordan Estate Agents about how to prepare - and manage - business peaks and troughs. David talks to us about how their business stands out from some of their competitors and how they are preparing for some possible changes to the real estate industry. Join us as we discuss the various ways David can not only man…
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We talk about all things business growth and expansion with Andrew Tucknott from Tomsetts Distribution Ltd. Andrew talks with us about the various challenges he faces as well as the goals he hopes to achieve as he gets settled into his new role after a management buyout. Join us for a deep dive into the different ways Andrew can help Tomsetts grow …
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In this episode of the Duct Tape Marketing Podcast, I interviewed Atiba de Souza, a celebrated marketer known for his expertise in video content and human connections. As the head of a video marketing agency for doctors, Atiba de Souza combines his deep understanding of human relationships with cutting-edge marketing strategies. His entrepreneurial…
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Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.By Brannon Poe/Blake Oliver
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What do you think is holding you back from scaling your agency? Have you received coaching? And if you have, have you implemented their recommended measures? On today’s episode we talk about agency owners’ accountability and why reaching out for help can be useless unless you understand what you want. Scaling an agency is hardly something you can d…
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Building strong personal relationships serve as a foundation for success. Reconnecting with loved ones and maintaining those connections is vital for your well-being. Nurturing relationships that are mutually loving and supportive, have the added benefit of fostering personal prosperity and business accomplishments. By the end of today’s show, you …
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Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advo…
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Full show notes: https://dyf.link/episode141 In this episode, I discuss two major marketing mistakes freelancers often make — expecting clients to be free and not knowing your numbers. You'll learn how these misconceptions can drastically impact your business and the actionable steps you can take to avoid them. This episode will help if you're stru…
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