How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier is a regular weekday show where progressive Automotive Dealers and industry partners aren’t afraid to make some trouble by pushing back on many popular, but failing, beliefs that persist in the Retail Automotive Industry. Beliefs that are degrading both the customer experience and the future of retail Auto Dealers. Paul and Kyle give their fresh take on industry news, technology, culture, and retail while trying not to have too mu ...
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Are you looking at buying a business but are aggravated with the endless string of bureaucratic BS? We are too. Join Deb Curtis and Richard Parker for an exhilarating livestream journey into the world of business acquisitions! Our dynamic new show is designed to empower you and cut to the chase of the business buying experience. Welcome to Business Buying Banter! Learn More Here: YouTube: https://www.youtube.com/@BusinessBuyingBanter Deb's Website: https://www.debcurtis.com/ Richard's Websit ...
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GM Pickup and SUV Record, Tense Tesla Earnings, Cookies To Stay
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Shoot us a Text. We’ve made it to the middle of the week! Today we’re talking about GM’s record pickup and SUV sales in Q2, Tesla’s tough Q2 and how Google is not getting rid of cookies after all. Show Notes with links General Motors has raised its 2024 earnings forecast following a strong second quarter, driven by record North American sales of pi…
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Investing 101: Stocks, Mutual Funds, and ETFs Explained | Nick Orenduff
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In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments …
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Used Cars Driving Inflation Down, VinFast Dealer Advisors, Rivian’s Future Plans
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Shoot us a Text. Today is Tuesday! Things are happening in the auto industry, like how lower used car prices are driving down inflation, VinFast is forming a US dealer advisory board and Rivian is pressing ahead on future plans. Show Notes with links Used car prices have plummeted over the past year, reaching their lowest level since 2021, and are …
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GM Pushes Ahead on EVs, BP’s EV Chargers, What is Luxury?
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Shoot us a Text. It’s Monday and that means we GET to work in automotive retail. Today we’re talking about GM’s adjusted EV plans, BP’s investment into EV charging and what it means to be “luxury.” Show Notes with links General Motors is gearing up to launch a series of new electric vehicles across its Chevrolet, GMC, and Cadillac brands this year,…
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Episode 9: 'Talking Ads' with Alex and Tessa
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Alex and Tessa host this month's episode of Talking Ads with an array of adverts to share from food and drink to cars and dustbins. But, you'll find no rubbish here, just lots of useful ways to spruce up your website and social media! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immer…
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Financial independence can give you more control over your time and more freedom to choose how to spend it.
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An Act of Kindness Multiplier Starting with a Dealership
12:21
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Shoot us a Text. It's a content team takeover on the show this Saturday morning, as Jordan Cox and Nathan Southwick host the show, joined by writers Chris Reeves and Kristi Canada. Today we're talking about how Anderson Ford in Lincoln, Nebraska fixed the van of Rodney Smith's Raising Men and Women non-profit which encourages young people to mow th…
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Inflation = Repos, Ford Picks Trucks Over EVs, Green Bubble Goodbye
15:47
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Shoot us a Text. As another week comes to a close, we’re grateful for the auto industry. Today we’re covering how inflation is affecting repos, how demand is affecting Ford’s production plans and how iPhones and Androids might finally get along. Show Notes with links Auto repossessions are up 23% in the first half of 2024, surpassing pre-pandemic l…
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It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…
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MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer
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0:53
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Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvis…
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Toyota’s Last Olympic Hurrah? Chinese Car Software Ban? Gen-Z Works In Healthcare?
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Shoot us a Text. There’s less than 2 weeks left in July, and we’re already thinking about Toyota’s upcoming presence at the Olympics. Plus, we discuss if the US is poised to ban Chinese software in cars and the surprising places Gen-Z wants to work. Show Notes with links As the 2024 Paris Olympics are set to begin next Friday, Toyota is set to depl…
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Selling Cars During Hurricanes, Auction EV Surprise, Robot Auto Assembly
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Shoot us a Text. Welcome to Wednesday! Paul’s in Moscow (not Russia), Kyle’s in Nashville as we talk about coastal dealers’ facing skyrocketing insurance premiums. We also talk about EV’s topping the Manheim auction charts, as well as humanoid robots spotted at a BMW plant…working. Show Notes with links Coastal automotive dealers are facing skyrock…
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CDK Hack Costs Dealers $1B, GM To Miss EV Target, Prime Day Hype
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Shoot us a Text. It’s Tuesday. That is all. Today, we’re talking about a new report that shows the CDK hack resulted in $1B in losses, how GM is pulling back from its EV target and what other retailers are doing to take advantage of Amazon Prime Day Show Notes with links Dealerships across the nation are reeling after a devastating cyberattack on C…
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Which Is Cheaper To Own, EV or ICE?, Inflation Down, Unlocking EV Range
9:46
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Shoot us a Text. It’s a new week and we’re in a new(ish) location, coming to you live from the 3rd Annual Beaver Toyota of Cumming Charity Golf Tournament. We’re covering a surprising JD Power study that shows that EVs are cheaper to own than ICE vehicles, how the auto industry is influencing inflation, and Tesla “unlocking” extra range for $1000+.…
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In a world where influencers and bloggers often tout quick fixes and shortcuts, it's refreshing to hear a different perspective. Join us as we sit down with Lee & Neezam, two successful professionals who believe in investing more time with their clients to achieve outstanding results. They share their process from the moment a lead drops in their i…
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Financial wellness balances the desire for financial security and freedom of choice, looking at both through the lenses of the present and the future.
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Handling 'Creative' Ideas From Your Team Effectively w/ Some Help From Matt Lasher
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Shoot us a Text. Today we have ASOTU writers Chris Reeves and Kristi Canada in the studio to dissect this LinkedIn post from the CMO of the West Herr Auto Group, Matt Lasher. Matt has one of the most creative and savvy marketing departments in the country. That means there is no shortage of ideas. Matt outlined how to get keep some level of order w…
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CDK To Pay Dealers, Kia Over Hyundai, A 5-Min EV Charge
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Shoot us a Text. We’ve reached the end of another week in the automotive industry. There’s a buzz around news that CDK will financially compensate dealers for their losses due to DMS outages, more interesting Q2 data involving Kia’s EVs and a new battery that could help drive EV adoption. In a letter to over 15,000 dealerships, CDK Global CEO Brian…
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Tesla Under 50% Market Share, 3 Row Pickups, AI Interview Assistants
13:18
13:18
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Shoot us a Text. It’s another great day in the auto industry, and we’re digging into the news that Tesla’s EV market share has fallen below 50%. Plus, pickups are considering adding a 3rd row of seating, and AI is helping job applicants (and potentially BDCs in the future) ace their interviews. Show Notes with links Tesla's dominance in the U.S. EV…
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22 Months of Wholesale Declines, Carvana Tax Credits, Google’s Advanced Protection
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Shoot us a Text. We’re rolling through the middle of the week as we cover Cox Automotive’s June wholesale price data and its warnings about lease maturities. Plus, Carvana is now offering used EV tax credits at checkout and Google is making it easier to have advanced account protection. Show Notes with links Used-vehicle wholesale prices experience…
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Beryl Disrupts Dealers, Personalized Pricing Woes, Target Ditches Paper Checks
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16:48
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Shoot us a Text. Tuesdays are for troublemakers! Today we zoom out to see the effects of Hurricane Beryl on the auto industry, talk about personalized pricing and how Target will stop accepting paper checks. Show Notes with links Hurricane Beryl's arrival as a Category 1 storm brought severe weather to southeast Texas on July 8, affecting car deale…
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40 Under 40, Big Buzz Around Big EV Players, New Gen Z Social NoPlace
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13:12
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Shoot us a Text. We hope you’re as ready for this week as we are as we say ‘hello’ to the new Automotive News 40 Under 40 honorees. We also talk about the buzz over Tesla, Rivian, and Polestar and also the new Gen Z social media app. (We knew you wanted one more) Show Notes with links: It’s that time of year again as we get our first look at the Au…
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The Lead Ladies - Room 101 - Funmi Olufunwa Returns!
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Founder of Hoops Finance, Media Finance Expert and Financial Educator, Funmi Olufunwa joins The Lead Ladies on Room 101 after nearly a year on to share parental updates and more! Will Funmi stick to her previous pet peeves and keep them locked away or has she found a new perspective on school life? Follow Funmi on LinkedIn. Brought to you from the …
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This week, Bruce and Peg are opening the show to listener questions.
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He Didn't Fit In Sales or Servce... But They Found A Role
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11:33
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Shoot us a Text. Happy Saturday! Today, Head Writer Chris Reeves invites Head of Community Jordan Cox onto the show, so he can share about his recent trip to Rohrman Toyota. Jordan shares about some of the creative marketing campaigns they've done, plus how their GM Zac Kinch works to make sure everyone on the team is in the best seat. Hosts: Paul …
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Diversification Only Works If You Are Diversified
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Many #investors think they understand the concept of #diversification - but most portfolios fall victim to #skew, which can damage results in both an up or down #market. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey#assetclass #assetallocation #risk #…
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#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan.#will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login …
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People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have.#investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement …
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What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts.#assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey BankeyBy Mary Sterk
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There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way.#taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey…
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Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security.#retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey…
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Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stockFeat Mary Sterk & Kelsey Bankey#agriculture #tech #financial #johndeere #investing #fundamen…
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Shoot us a Text. You may be getting a multitude of OOO messages, but not from us! Today we’re talking about declining vehicle prices consumers aren’t seeing. We also talk about a sub $20/mo EV lease, as well as Fisker’s clearance rack. Show Notes with links The average price paid for new vehicles is set to drop for the first time since 2008, fallin…
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BBQ Price Spike, Drone Explosion, Who’s On The Road
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Shoot us a Text. Happy Independence Day! We’re giving you a quick hit of BBQ prices, drones v fireworks, and some substantial travel numbers. Grab some mac salad and join us. It will be an expensive Fourth of July for most consumers as BBQ prices hit an all-time high. As BBQ essentials have significantly increased in price, up 5% from last year and…
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Is This The End Or Beginning, Hybrid Loyalty Cruising, State Farm's Golden Ultimatum
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Shoot us a Text. Welcome to Wednesday as we cover the full restoration of CDKs DMS. We also talk about the big surge in hybrid loyalty, as well as a major insurance ultimatum set by State Farm to the State of California. Show Notes with links "We are ahead of the anticipated schedule, and as of this morning, substantially all dealer connections are…
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48 Hours To Full CDK, EV Prices Below Tesla, Dealership ‘Office’ Parody
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11:49
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Shoot us a Text. The second half of 2024 is rolling and we’re talking about CDK’s race to fully restore services in teh next 48 hours. We’re also covering the drop in average EV prices below Tesla's for the first time in over a year as well as how our friends at Mohawk Chevrolet's "The Office"-inspired TikToks are taking the internet by storm. CDK …
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Farley’s Ode To EVs, Sub-$25K Jeep EV, Bugatti Robotaxi
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11:47
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Shoot us a Text. Welcome to a new month and a new quarter! Today we’re covering Jim Farley’s conversion from “petrol head” to EV enthusiast, Jeep’s plans to bring a sub-$25K EV to the US market and a new robotaxi from the CEO of Bugatti. Show Notes with links: Ford CEO Jim Farley has posted his argument for EVs on LinkedIn, discussing the potential…
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The Lead Ladies - Room 101 With Rhys Schofield
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38:21
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It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore... Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll! Please note: Companies named in this podcast by Rhys Schofield represent …
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529 college savings plans can be one of the best ways to save for college. And they offer more choices and flexibility than they ever have before.
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Dealers Giving Away Smiles (But Not The Way You're Thinking)
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Shoot us a Text. It's the last Saturday of month! Head Writer Chris Reeves joins the show to talk about how Beaver Toyota of Cumming covered someone's dental costs as a part of the Fish Christmas Wish List. Hosts: Paul J Daly and Kyle Mountsier Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www…
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Big Group Back Up, Tesla’s Quality Fade, Consumer Experience Stumbles
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Shoot us a Text. We’re ripping into the last weekend in Q2 as we talk about more CDK stores coming back online. We also cover Tesla’s slipping quality ranking from JD Power, as well as the consistent overall drop in consumer experience. Show Notes with links: CDK Global is gradually restoring dealerships and a public retailer after the recent cyber…
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CDK Back Online, Waymo For All, Netflix Mall
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Shoot us a Text. Thursday seems ready to run as we talk about CDK coming back on-line yesterday for a test group of dealers. We also talk about Waymo’s green light in San Francisco as well as a major Netflix experience coming to a mall near you. Eight days after two cyberattacks severely disrupted its dealership management system, CDK Global has ma…
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Rivian Loves V-Dubs, Outage Latest, Target’s New AI
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Shoot us a Text. Welcome to Wednesday as we talk about Volkswagen's significant investment in Rivian, the latest on the DMS Outage as well as how Target plans to empower its retail associates with a new GenAI-powered chatbot tool. As thousands of Dealers on the CDK platform are about to enter their second week of ongoing disruptions, the company ha…
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We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better re…
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Who Owns The Driving Data? - Tesla Cyber-recall - Gen Z’s Version Of Fact Checking
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Shoot us a Text. This Tuesday we dive into a new survey showing that over 95% of American drivers want to own their vehicle data. We also discuss Tesla's latest Cybertruck recalls over wiper and trim issues, as well as the (maybe not-so-) surprising approach of Gen Z to find the truth online. Show Notes with links: A recent survey reveals that over…
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Is This The CDK Hacker? Is This The Future of Car Sales? Is This Chick-Fil-A Child Labor?
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Shoot us a Text. There’s light at the end of the tunnel this Monday as CDK starts the restoration process of its DMS. Today, we discuss the identity of their hacker, give an update on the Hyundai-Amazon partnership and look at a Chick-Fil-A summer camp that has the internet in an uproar. Show Notes with links: As of this weekend it was reported tha…
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Episode 8: 'Talking Ads' with Alex, Hannah, Steph and Tessa
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The team are back this month with another eclectic mix of adverts to help get the creative juices flowing. From Smoothies and Satan to babies and dogs, it's another tail-wagging episode! We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the tea…
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6.23.2024 I What WEG's Roundtable Can Do for You
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By having direct access to Wealth Enhancement Group Roundtable™, you can benefit from a customized investment portfolio and a suite of “whole-life” planning strategies.
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Lease Return Dry Up, EV Registrations Rise, Car Shopping Myth Buster
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14:03
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Shoot us a Text. We are on day 3 of dealers banding together to keep the doors open at CDK powered rooftops and the energy could not be better! Today we are looking at the impact lease returns will have on used inventory, the rise of EV registrations recently, and a TikTok car shopping myth buster is making waves. Show Notes with links: Dealers are…
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