Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Business, Detailing and life are all covered in this entertaining and informative podcast. Guests in clued industry experts and influencers from around the world!
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Helpful, fun, and effective strategies to support kids' executive function! Learn how to coach your child to manage attention, organize, and plan! Inspiration for families with ADHD, autism, learning disabilities and more!
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On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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High Functioning Habits
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Driven to Lead: Elliot Kallen on Mastering Business and Building Hope
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Join Dann"E" Williams in an empowering episode of the "Owners Pride Podcast" as we welcome special guest Elliot Kallen, CEO of Prosperity Financial Group, philanthropist, and author of the influential book "Driven." In this comprehensive session, Elliot dives into crucial topics for both budding and seasoned entrepreneurs, sharing his expert insigh…
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Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)
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As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. The same is true for learning from other advisors’ successes too. That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also …
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5 Things High-Growth Financial Advisors Do Differently, Backed By Research
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There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. But there’s one tiny problem with this… None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence! That’s why you can follow every piece of advice they put out without s…
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Speed & Shine: Rick Ungar on Racing Lines and Ceramic-Coated Dreams
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Join us on a special episode of the Owners Pride Podcast, on location from Indianapolis, Indiana, where we sit down with sprint car racing legend Rick Ungar. In "Full Throttle Memories: Rick Unger's Sprint to Glory," Rick recounts the exhilarating journey of climbing the ranks in the sprint car circuit, inspired by the legacy of his father. This in…
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10 Marketing Myths Financial Advisors Believe
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Most financial advisors believe that there’s a one-size-fits-all solution to marketing. Not only is this true, but it’s dangerous. Why? Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business. In today’s show, I’m revealin…
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Wheels of Fury: Cheryl Hyland – The Queen of Destruction Unleashed
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Join us on a high-octane episode of Owner's Pride Podcast as we dive into the life of Cheryl Hyland, affectionately known as "The Queen of Destruction." Born and raised in the heart of Southern California's racing scene, Cheryl's passion for the track ignited at the tender age of 15, a flame that has only grown brighter with time. From the dusty ci…
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Detailing Dreams: The Evolution of Matthew Leitholt
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In this enlightening Owner's Pride Podcast episode, we trace the fascinating journey of Matthew Leitholt from an eager teenager with a passion for cars to a master of auto detailing. Matthew shares his story, beginning with early memories of car care, to discovering his love for paint correction, and finally establishing himself as a specialist in …
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3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors’ Businesses
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Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success. Don’t believe me? Well, in today’s show, I’m sharing 3 simple and realistic marketing stra…
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Eric Carlson's Drive: Building a Legacy in Detailing and Insurance
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In this captivating episode of Behind the Buffer, hosted by Dann"E"Williams we invite you into the world of Eric Carlson, a relentless entrepreneur who has carved his path to success through two distinct ventures: Ride N Shine LLC and Eric Carlson Family Insurance. With beginnings rooted in his passion for cars and a college job that led him to the…
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Proven Referral Scripts That Get More Clients (With Bill Cates)
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Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals. Why don’t they ask? Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could eve…
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Revved Up Passions: Kate's Journey from Drag Racing to Classic Car Culture
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In this high-octane episode of the Owner's Pride Podcast, host Dann"E"Williams welcomes the multi-talented Crafty Kate, a name synonymous with the Southern California car scene's heart and soul. Kate's life story is a thrilling ride through the fast lanes of drag racing, the meticulous world of classic car restoration, and her impactful work in ani…
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5 Tips For Creating Social Media Posts That Get Clients
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There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors. It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when the…
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248. Understanding Emerging Markets and the Power of Compounding with Kevin Carter
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In the realm of emerging markets and internet-based investments.a pivotal figure in finance for decades took us on a comprehensive journey through his career, the intricate world of emerging markets, and strategic investing approaches that are shaping the future. Join us on Average Joe Finances as our guest Kevin Carter shares the importance of fin…
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Ep 53 Are you accidentally playing on hard mode?
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Hi team! Executive function is tricky enough, and some of us accidentally make it harder by doing (or not doing) things that challenge our brains in unnecessary ways. This week, let's uncover some easy wins so you're not accidentally making life more challenging! Brain Tools School: Life After High School program opens in just a few weeks! Here's t…
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Full Throttle to Fame: Ayrton Houk's Race to the Top
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Join Dann"E"Williams on this electrifying episode of the "Owner's Pride Podcast" as we dive deep into the life of Ayrton Houk, the prodigious 20-year-old racing sensation making waves on the circuit. From his humble beginnings tearing up the karting tracks to his dynamic ascent through the racing ranks, Ayrton's journey is nothing short of inspirat…
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The Most Common Marketing Advice I Give Financial Advisors
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Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again. That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode. If your marketing doesn’t keep your sales pipeline filled to the bri…
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247. Building A Real Estate Empire with Jim Manning
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In the dynamic world of real estate investing, the journey of every investor has its unique twists and turns. However, evolving strategies and adapting to different situations have a key role in the recipe for success. Join us on Average Joe Finances as our guest Jim Manning shares his early influences, including his pragmatic altruist approach to …
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Sometimes it's hard to see the light when the world and all it's issues are all over our devices and TV's. However, perspective is everything.By Shelley Rose Shearer
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The Drive to Influence: A Conversation with Matthew 'The Car Dad' Fleshman
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In this riveting episode of the Owner's Pride Podcast, host Dann"E"Williams welcomes a special guest who's not just a whiz in the automotive world but also a titan of social media influence -Matthew The Car Dad Fleshman. With a remarkable following of over a quarter of a million fans and counting, Matthew shares the engine behind his success, detai…
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Will Artificial Intelligence Replace Financial Advisors? My Thoughts A Year Later…
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I have been using ChatGPT since the very first day it was released to the public: November 30, 2022. At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT. Why? Well, most fin…
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246. Unlocking the Benefits of Options Trading with Tony Saliba
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In today's competitive financial markets, staying abreast of changes is crucial. Join us on Average Joe Finances as our guest Tony Saliba shares how he managed to adapt to different financial scenarios by harnessing his superpower—the 'what ifs.' His early struggles and the gradual development of his risk-averse trading methodology form a compellin…
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Ep 52 Talk Yoga! How language, movement, and executive function connect
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Join my friends Kim and Amy, of Talk Yoga, in learning and laughing together. We'll explore how tools for self-regulation, play, and language can boost anyone's executive function and performance. For more on Talk Yoga: https://www.talkyogaslp.com/ And on Instagram To have Sarah train your school staff or workplace on all things executive function,…
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Resilience & Shine: Austin Fowler's Detailing Empire
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Join us on 'Behind the Buffer' as host Dann Williams sits down with Austin Fowler, the resilient founder of Integrity Automotive Detailing in Walnut Creek, CA. Despite a devastating car accident that threatened to confine him to a life away from his passions, Austin's unyielding determination led him to not only walk again but to drive his business…
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Running Distressed Credit With Duncan Farley
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Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this …
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Personality Types of the Most Successful Financial Advisors Part 2
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I’m acting like a mad scientist in this episode: I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test. Why? Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have. But more importantly, there are many finan…
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245. Discussing Personal Finance and Future Planning with Debra Schatzki
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Finance isn't solely about numbers—like any other journey, it aligns with personal values, dreams, and life goals. Exploring this intriguing intersection, let’s take a deep dive into the exciting world of financial planning, focusing on how personal discoveries shape financial decisions. Join us on Average Joe Finances as our guest Debra Schatzki s…
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Scaling Success: Ashlee Berghoff's Blueprint for Business Efficiency
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Dive into the heart of business growth with Ashlee Berghoff in this enlightening episode. As the mastermind behind "Eureka Results" and founder of Squared Online, Ashlee shares her unique approach to operational efficiency and strategic scaling. Whether you're a budding entrepreneur or a seasoned business owner, this conversation is packed with pra…
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Ep 51 Time Management Hacks (that you haven't heard of yet!)
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Time management might be one of the most requested executive function areas I support, and yet it still is misunderstood! Join me today to hear strategies for adults and kids who are working on better using--and planning--their time. No 5 am club required! We're celebrating brain-friendly ways to feel more efficient with your efforts! New: Hey Huma…
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Personality Types of the Most Successful Financial Advisors Part 1
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Some people are fish. And other people are birds. But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim. The point? Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, ins…
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244. Revolutionizing Real Estate Investing Through Seller Financing with Chris Prefontaine
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The world of real estate investment is vast and varied, teeming with opportunities for investors willing to explore and conquer its intricacies. Join us on Average Joe Finances as our guest Chris Prenfontaine highlights the importance of mindset, coaching, and mentorship in successful real estate investing. In this episode: Understanding how small …
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Polished Dreams: Brandon Gordon's Drive from Little League to Liquid Detail
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In this captivating episode of "Behind the Buffer," a special presentation by the Owner's Pride Podcast, we delve into the remarkable journey of Brandon Gordon, the visionary behind Liquid Detail. From his earliest memories of car care, washing vehicles with a passion that only grew with time, to his days of mowing grass and hitting home runs in hi…
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Thematic Investing: Future Growth Opportunities With Scott Helfstein
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Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen! Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X E…
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7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever
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A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle. Why? Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients. If you don’t fix these 7 mistakes, you will stru…
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243. An Insight Into Effective Investment Strategies with Erik Smolinski
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In the investment world, versatility is key. To thrive, one must be able to adjust to varying market situations seamlessly, adapting strategies to secure the best possible outcomes. Join us on Average Joe Finances as our guest Erik Smolinski shares his investment strategies to include commercial real estate and active trading in the stock market, u…
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