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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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change.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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Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
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Never wonder where your next client is coming from! Pipelineology is a podcast for entrepreneurs, agencies, consultants and sales professionals who want to fill their sales pipeline with hot prospects, close more deals, and have a predictable and reliable way to acquire new customers. This business podcast focuses on prospecting, customer acquisition, marketing automation, sales, retention and business growth... and have some fun along the way.
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Welcome to the Imperium Podcast! The majority of you that have stumbled across this podcast probably view client acquisition as a major bottleneck. It's safe to say that after scaling 2 business to 7 & 8 figures, client acquisition is something that hasn't been a problem for myself for a very long time. This podcast is all about how to eliminate client acquisition as a bottleneck, sign more clients, make more money & have a ton of fun doing so. In the past 7 years, I've signed well over 2500 ...
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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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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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Welcome to Reside Platform Podcast! Join us as we discuss all things real estate and business related. As four entrepreneurs who own real estate companies in tech, investors, real estate, and management, and eight-figure coaching companies, we offer unique insights and expertise on the latest trends and news in the industry. From marketing strategies to client acquisition, we share our experiences and tips on how to succeed in the competitive world of real estate. We also explore current eve ...
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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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6 Figure Creative is a podcast that helps freelance creatives earn more money by doing what they love. If you’re trying to avoid the never-ending grind of a 9–5, or just want to earn more money doing what you do best (creating), 6 Figure Creative is your new favorite show! Join host Brian Hood and his guests as they explore topics such as mental health, finances, sales, marketing, time management, the digital nomad lifestyle, and more.
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Welcome to the High Profit Posting Podcast, your go-to resource for mastering LinkedIn marketing and scaling your business. Hosted by Natalie Nadeau, this podcast dives deep into proven strategies to boost your LinkedIn presence, generate high-quality leads, and convert them into clients. Each episode is packed with actionable tips, expert interviews, and real-life case studies that help you unlock LinkedIn’s full potential. What You’ll Learn: •Effective LinkedIn marketing techniques •How to ...
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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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Full Funnel Freedom is for sales executives, directors and managers who know they want to improve the capabilities of their sales teams to generate more leads and income with ease. You're tired of the constant hustle and the pressure of leading a demotivated sales team. You are looking for ways to assess, develop and lead your team that ultimately lead to better results. You're excited and ready to learn what it takes to build a sales funnel that brings you freedom. Hosted by Hamish Knox, au ...
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Welcome to The Fuel Podcast, your ultimate guide to understanding the captivating world of creative marketing and how agencies manage to drive growth. Hosted by Keith Smith, a seasoned creative agency new business leader, this podcast aims to unravel the mysteries behind the success of creative agencies worldwide. From crafting memorable brands to forming efficient teams and attracting clients, we dive deep into the art of creative marketing. We explore the essence of creativity in the realm ...
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WomenShare

Leah Alter and Joanna Ehresman

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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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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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Discover previously unobtainable insights into the cutting-edge realm of digital marketing and B2B sales with Ryan, also known as Surviving Ray Hussain, the man behind ”HML Acquisition.” Find out how Ray’s imaginative leadership is setting new industry standards and producing unparalleled outcomes. Having withstood Ray Hussain’s revolutionary tactics, you have personally experienced the force of creativity and steadfast dedication to client pleasure.
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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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Racking Up Rentals (formerly Sleaze-Free Real Estate Investing) is real estate investing education for everyday investors who want to build long-term wealth by building a portfolio of rental real estate. Hosted by Jeff from The Thoughtful Real Estate Entrepreneur, the show focuses on grassroots real estate acquisition strategies based on the timeless fundamentals of relationship and negotiating directly with property sellers. The show explores all aspects of entrepreneurial off-market real e ...
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Humans of SaaS

Catalyst Software Corporation, Ben Winn

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This weekly podcast shines a light on the human side of the tech industry, with an emphasis on mental health, perseverance, creativity, successes, and failures. It goes beyond the flashy funding and acquisition announcements and explores the entrepreneurs, innovators, and leaders behind the scenes who make it all happen—what they’ve experienced, what they’ve overcome, and most importantly, what they’ve learned. Humans of SaaS in its first season was called NPS I Love You and quickly became t ...
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Imagine if you had a backstage pass to go behind the scenes and learn the secrets that worked for veteran coaches who’ve been right where you are today. That’s exactly why we created Coach Factory, a podcast for coaches at every level who are seeking to elevate their practice. Guests pull back the curtain on their coaching journeys to reveal how they approach coaching, how they run their business and work with clients, why they do things the way they do, and what’s worked. We also flip the s ...
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Diverseek

Jolene Mei / Madhu Nair

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Are you passionate about fostering diversity within your workforce? Tune in to our podcast as we explore the insights and expertise of renowned DEI specialists who have successfully implemented diversity, equity, inclusion, and belonging initiatives within prominent organizations. Gain inspiration and practical guidance on how to effectively introduce DEI programs in your own workplace. Visit diverseek.com to discover more!
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After 15 years as a brand and business strategist and entrepreneur, building five companies and consulting hundreds of companies and thousands of entrepreneurs, I believe simplicity is the most powerful force in business. Simplicity will supercharge any business. In this podcast, my goal is to share simple ideas that will help you grow. From brand and business strategy to client acquisition, operations, leadership and personal growth, I cover all things related to growing your business. My m ...
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👋 Welcome to Default Global, the podcast hosted by Vit, a seasoned expert with over a decade of experience assisting tech companies in building global teams. Join us as we dive into insightful conversations with remote and global-first entrepreneurs, founders of international tech companies, and HR specialists who share their expertise on business expansion, global hiring, and remote work strategies. 🔍 Explore topics crucial for US & EU Entrepreneurs: ✔️International Market Entry, ✔️Global H ...
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People get podcasting wrong! They’re so focused on building audiences and getting downloads, that they miss the most important reason to have a podcast…to sign clients! Podcasting should be getting you, new clients, on repeat every week, and you absolutely can, when you install the proven strategic guesting formula. When you host with the Strategic Guesting Formula the side effect is definitely building an audience, but more importantly, you’ll know what to say, and when to pitch, so you get ...
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The Entrepreneurial Talent Recruiter Podcast

The Entrepreneurial Talent Recruiter Podcast

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Are you a talent recruiter who wants to grow your firm and help more candidates find their dream career? Join host Scott Sillari and producer Andrew Alix for in-depth interviews with top independent talent recruiters. You’ll learn the best new client acquisition and firm building strategies working for your colleagues so you build a sustainable and profitable business. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketin ...
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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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The Follow Me Show

Follow Me Realty

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Welcome to the home of Follow Me Realty podcast. On The Follow Me Show, we peel back the layer behind the "REALTOR veil", and explore a day in the life of with every show and what it really takes to succeed in the industry. From entrepreneurship, listing presentations, cold calling, client acquisition, time expansion, massive action. We break the ambiguity of social hierarchy of traditional brokerages, giving you the tricks, tips, do's and don't to survive in the cut-through world of real es ...
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Builders of Authority is the go-to podcast for entrepreneurs looking to level up their game in all facets. With a focus on personal branding and growing your business, host Adam McChesney, brings on high level entrepreneurs who have experience growing companies through branding. You will learn tactics and strategies, not theories, from guests on the podcast while understanding what you need to do in order to reach new levels of success.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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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 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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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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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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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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Dan Bradbury, the UK's highest-paid business coach, hosts this weekly podcast featuring a mix of business growth content, Q&As and interviews with high-performing, fast-growth business owners. Subscribe and review to get the latest and help others find it.
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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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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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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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"I need more clients". That's the #1 problem our community has in every single poll we run. The issue with getting clients is that no matter how good you are at what you do, you will never be able to get enough clients if no one knows you exist. That's why we wanted to dedicate an entire episode to discussing our favorite 3 methods for building awa…
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Sadia: Empowering Financial Journeys In this episode, we sit down with Sadia, a financial expert dedicated to helping individuals achieve their financial goals. Sadia shares her inspirational journey from studying economics and law to thriving in the world of investment management, and eventually becoming a mentor for those seeking financial indepe…
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Summary Chad Kodary interviews George Karafotis from the Silver Spoon Agency. George shares his journey in the agency space and how he scaled his agency to achieve a peak month of $350,000 in sales. He emphasizes the importance of focusing on the first 10 clients and delivering exceptional results to build case studies and increase pricing. George …
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Already exploring AI but unsure how to maximize its potential to elevate your recruitment business? In this episode, our coach and Client Services Director, Julie McGrath, shares how you can further embrace AI when creating content specific to your niche market. Julie shares insights on how you can use AI to drive sustainable growth for your recrui…
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Female British Entrepreneurs need to behave like American male founders. With a change in government in the UK, what initiatives should they focus on to help grow the economy through innovation and entrepreneurship? We can either tax our way to prosperity or grow our way to success on the world stage. Or both. Julie Thompson-Dredge, founder of Fram…
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Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! In this week's episode, hosts Craig Pretzinger and Jason Feltman sit down with industry expert Jorge Carbonell to delve into the intricacies of managing both remote and in-office teams. Jorge opens up about his challenges and successes, offering a candid look at th…
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Learn more about how Reside can get you to #1 in your marketplace: https://resideplatform.com/ ________________________ In this episode of the Reside PLatform POdcast host Suneet Agrawal sits down with Lauren Rathgeb, Reside’s Client Success Manager at Reside. Suneet and Lauren dive into ways to improve real estate businesses by fixing common issue…
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BOH executive editor Fred Nicolaus and host Dennis Scully discuss the biggest news in the design industry, including a cyberattack on Bassett, a design software acquisition, and the fight over megamansions. Later, the founders of bathroom renovation startup The Unoriginal Bathroom Co. join the show to discuss their new venture. This episode is spon…
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Let's talk about navigating an ever-changing digital landscape and in-person working vs. remote working to find the right team members for your business. Join us as we chat with Julia Johnson as she leads her digital marketing business through the constant change in the digital world and the challenges she faces in finding staff locally who have th…
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In the third installment of the PE Insight Series, Todd Taskey’s guests offer a behind-the-scenes look into investment committees. In this episode… Most entrepreneurs aren’t familiar with investment committees, so it can be quite daunting to approach them during a transaction. What is an investment committee, and how do they facilitate the transact…
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I love having some of the brightest entrepreneurial, marketing, and branding minds on my podcast. The conversation always turns out really amazing. Today is going to be just that. I first heard of this guest back in 2023 after hearing him on a few podcasts, and was so impressed. After following him for awhile, I saw that he was looking to get on so…
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Join us in this episode of "Banking on Growth" with Mike Graham, President of Midwestern Securities. Today, Mike sits down with Scott Stevens, Chief Information Security Officer at Integrity Technology Solutions, to discuss Artificial Intelligence (AI) and its impact on the financial sector. Scott shares his extensive experience in the IT industry,…
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Life insurance has the potential to revolutionize retirement planning. In this episode of The Breakthrough Advisor, Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore the powerful benefits of integrating life insurance into retirement strategies. Patrick shares his journey from insurance producer to…
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Are you planning to buy an agency as a growth strategy? Or, do you want to make your agency attractive to potential buyers? Today’s guest started his agency journey by buying an agency as an exit from his previous career in venture capitalism. He purposely sought out agencies, seeing them as cash flow machines. He looks back on that process and off…
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Dive into the mindset barriers hindering your sales success. Join us as we explore practical strategies to overcome self-doubt and isolation, empowering you to close clients with confidence and ease. By the end of today’s show, you will know to · Recognize mindset barriers such as self-doubt and isolation. · Implement practical techniques to enhanc…
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Shoot Us A Message! Welcome to another exciting episode of "The Insurance Dudes"! Today, we're thrilled to have the ever-dynamic Jorge Carbonell join our hosts, Jason Feltman and Craig Pretzinger. In this insightful episode, Jorge shares his journey and expertise in building a successful insurance agency, highlighting the importance of hiring the r…
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In this episode, Charles delves into the world of e-commerce and entrepreneurship with Steve, a Stanford-educated electrical engineer who turned a simple wedding day solution into a thriving online business. Steve shares his remarkable journey from a traditional engineering career to building a six-figure e-commerce empire in just one year, all sta…
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Are you struggling to see the results you desire from your content efforts? Feeling overwhelmed by the constant pressure to create and post? It’s time to uncover the reasons behind these challenges and discover actionable solutions to transform your content strategy. In this episode, you’ll learn: •Identify the most common mistakes businesses make …
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Here are the two rules for attracting your dream clients. Rule #1: Be attractive. Rule #2: Don't be unattractive. That's literally it. The hard part comes when you actually look at what is "attractive" to your dream clients. I'd bet you have a long list of alllll the things you want to see in their dream clients/projects, but very few people take t…
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Dustin Mangone is the Director of Investment Advisor Services of PPL Loan, a firm based out of Texas that facilitates conventional bank loans to financial advisors. Dustin's firm uniquely enables financial advisors to access bank lending—a traditionally difficult source of debt capital in the advisory industry—for financing various transactions, in…
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Summary Chad Kodary interviews Michael Kelly from Ads and Funnels. They discuss Michael's journey from starting his agency to specializing in building front-end and back-end systems for coaches running events. They also break down the metrics and results of a successful funnel and explore the strategies behind event marketing, registration, and bac…
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Akron RubberDucks President and General Manager Jim Pfander has been with the AA baseball team for 12 years.Canal Park has changed a lot in that time, mainly in its marketing and operations-Jim positions the RubberDucks asnot just a baseball team, andmore of a “collective spirit” for downtown. In this episode, Jim and Steve discuss howthe RubberDuc…
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How many hours are you willing to put in to succeed? To this day, I clock in 12+ hour work days with ease. Not because I have to but because I want to. So many people strive to be the best yet their work-rate fails to align with their ambitions. If you truly want to succeed at a high level, you must understand how to put in the necessary hours need…
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In this episode, we dive into the challenges and rewards of managing enterprise clients. Drawing from over two decades of experience in the Recruitment & Executive Search Industry, Gina Matteson shares her learnings from handling large-scale clients effectively. Gina and I discussed strategies for effective stakeholder management, navigating comple…
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Commercial Property Assessed Clean Energy (C-PACE) is a state-supported financing solution designed to help building owners and developers obtain funds for energy-efficient renovations, new construction expenses, and renewable energy initiatives. With its affordable and accessible nature, C-PACE has established itself as a rapidly growing funding s…
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Jomo Tariku’s life and career have followed a winding path, from his childhood in Ethiopia to a design degree in Kansas and a stint in data visualization at the World Bank. Today, he’s internationally recognized as a furniture designer, with pieces in the permanent collection of the Metropolitan Museum of Art, the Los Angeles County Museum of Art a…
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What is your #1 sales killer? Have you owned it? Faced it? Conquered it? Or are you still floundering, wondering where to even start to fix it? There are 4 key steps to avoid and eliminate your #1 sales Killer. By the end of today’s show, you will know to · What is the #1 Sales Killer. · How to identify your #1 sales killer. · The 4-steps to avoid …
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This episode is also available on YouTube: https://youtu.be/y_j9kYl_dq8 Life is unpredictable, and opportunities can arise unexpectedly. Preparing your business for sale, even if you don't plan to sell anytime soon, is a strategic move. It’s akin to maintaining your house for potential buyers; you fix the leaky roof, repaint the walls, and tidy up …
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Are you seeking the best approach to train your sales team? Have you considered implementing a foot-in-the-door offer? Today’s featured guest reflects on past mistakes made while attempting to step away from sales, and shares a recent success could lead to a complete overhaul of the sales funnel, resulting in a tenfold increase in the closing rate.…
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This is an interview with John Bejakovic. John writes a daily email newsletter about influence, persuasion, and marketing that's read by a lot of big-name business owners and marketers. He's also the author of the book 10 Commandments of A-List Copywriters. You've probably already heard that the more emails you send… the more money you’ll make. But…
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