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The Sales Transformation Podcast is brought to you by Consalia. Led by Dr Philip Squire, Consalia is the UK’s only Sales Business School, providing Masters, Postgraduate & Undergraduate Apprenticeship programmes in Sales, dedicated to the improvement of sales performance. For over 20 years he has provided sales consulting education services and training to brands including Apple, AT&T, Ford, Hertz, HP, Pirelli, Royal Caribbean, SAP and Zurich Financial Services. He is one of just a handful o ...
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Welcome to "Mortgage Business Mastery," the go-to solo podcast for mortgage brokers who are ready to amplify their influence and impact in the financial services industry. Each episode is packed with tangible sales strategies and marketing wisdom to help you close more deals and stand out in the marketplace. From content creation secrets to social selling hacks, join us as we dive deep into the world of mortgage marketing and transform your approach from the ground up. Whether you're a seaso ...
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If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, pro ...
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A casual coffee/tea (virtual) meet up to learn more about Sales Engineering and share amazing, inspiring, and empowering stories from the Sales Engineering experts in the field. Common topics covered in these sessions include: 1. How did you fall into Sales Engineering? 2. What keeps you in the profession of Sales Engineering? (Why do you keep doing it?) 3. Share a story about your favorite sales rep or what is ONE quality you love the most about AEs? 4. Share a memorable incident as an SE ( ...
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Fintech Insider is your ultimate guide to the world of finance and fintech from 11:FS. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including Visa, Monzo, Nationwide, JPMorgan Chase, Wise, the Financial Times, and more to discuss breaking news and deep dive into the biggest topics and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories across M ...
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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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The best sales leaders in the world are revealing their points of view, playbooks, and tried and true tactics...only on Reveal: The Revenue Intelligence Podcast. Join us each month as host Dana Feldman digs deep into the world of the sales leaders she admires and aspires to be from some of the largest and most prominent organizations. Whether you're a CRO or aspiring to be one, these conversations will help you lead teams well, surpass revenue goals, and stay ahead of industry trends. Dana F ...
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Masters of Home Service is here to make your home service more profitable and efficient, and is part of Jobber Blueprint—dedicated to helping home service pros build the future they deserve by providing the best learning, insights, and advice in the business.
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Hosted by Keith Andrews, "The Real Estate Junkie" Podcast delves deep into the real stories, strategies, and experiences of those who have used real estate to achieve financial independence. Unlike typical podcasts filled with sales pitches and scripted content, here, we keep it genuine, unscripted, and unedited.
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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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A bit about your host:Terry has a Rags to Riches story himself: In brief, he grew up in a rough area with many disadvantages, failed in school and left early with no GCSEs and a bad attitude. Then got into sales age 19 and now age 30 has built multiple financial services businesses in the UK, turning over multi-millions each year, with a team of over 100 people. He also owns a real estate portfolio of worth over 4 million. He is also a family man with 3 children. “If you are born poor that i ...
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Leaving the Ladder is my way of teaching lessons I have learned and continue to learn on my journey as an Entrepreneur. This is paired with the newsletter Leaving the Ladder. Im leaving the ladder down for those who want to go where I have gone, offering a roadmap and insights of my path building companies that have done millions of dollars a year in sales and services.
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In Your Business is a conversational podcast that explores the vibrant world of Huntington-area businesses. Join us as we sit down with passionate entrepreneurs, uncovering their inspiring journeys, innovative strategies, and the challenges they've conquered to make their mark. From marketing mastery to work-life balance, we explore the real stories behind area businesses, offering invaluable insights and advice for both budding and seasoned entrepreneurs. Tune in for a dose of entrepreneuri ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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The AIBP ASEAN B2B Growth Podcast is a series of fireside chats and interviews with business leaders in Southeast Asia focused on growing B2B businesses in the region. Each episode will feature a company which is rapidly growing their business in the region and will cover topics such as Business Strategy, Sales & Marketing, Enterprise Technology, Innovation and Financial metrics. Connect with us to learn more: https://www.linkedin.com/in/aibp/
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Maui Mastermind presents The Business Coach Podcast. Answering your questions and providing real actionable insights for building a better, stronger, more profitable business without sacrificing your time, life, or freedom any more. https://MauiMastermind.com
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Finding the Front is presented to you by Euroz Hartleys, a leading Western Australian financial services business, specialising in the provision of wealth management, stockbroking, corporate finance, institutional sales and targeted research services. This is a podcast series where we take the time out to get to know the story behind the people who “front” some of Western Australia’s leading companies. We look back at some of the moments in their life and career that shape their journey to b ...
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Get off the ladder and get back your time to focus on what really matters most to you in life. Remember why you started - FREEDOM! Learn how to get off the ladder from other industry leading professionals in the Home Services space. Learn, lead, and ultimately live life off the ladder! Resources & Coaching https://www.brandensewell.com/ Sign up for Jobber https://go.getjobber.com/BrandenSewell Jobber Summit 2024 https://go.getjobber.com/branden-sewell-jobber-summit-2024 Sign up for NiceJob h ...
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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The goal of Contractor Radio is to give you the contractor a source for the strategies you need to grow you business. Here at ContractorCoachPRO.com we have coached over 300 home services contractors to over 2 Billion dollars in revenue using the Contractor Strategy Blueprint. Your hosts are Jim Johnson the Head Coach at Contractor Coach PRO with over 20 years of experience in contracting and our stellar coaching team. Whether it is Leadership & Culture, Organization, Finance, Accountability ...
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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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From the team analysing the intersection of finance and security, tune into compelling conversations on the real-world impact of global illicit finance. This podcast explores the financial dimensions of today’s leading transnational security challenges. Host Tom Keatinge and the team from the Centre for Finance and Security at RUSI bring you unique insights on the challenges posed by illicit finance and practical analysis of the policy responses. They interview top thinkers and influential v ...
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Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.
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Welcome to The Pumped On Property Show Podcast, hosted by investors Ben & Simon Everingham. On this podcast, you'll learn how to build your property portfolio with confidence and achieve financial freedom. Both Ben and Simon have made a lot of mistakes and learnt a lot of lessons the hard way on their journey to buying over $500,000,000 worth of investment property in Australia for themselves and their clients. Looking back, these mistakes have made them the investors they are today. We beli ...
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ePlus helps our clients imagine, implement, and achieve more from technology. Our people are the best in the business — and we’re proud to feature them in our podcasts. Our services are backed by thousands of successfully delivered engagements, elite certifications, and awards. And we’re pleased to share the talent and perspective of our staff as it relates to today’s emerging, transformative technologies. See how we can help you connect the dots between IT investments and business outcomes.
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Welcome to Financial Foursight. This podcast is hosted by four fee-only CFP Professionals to help consumers understand the financial industry. Each provides candid insights on topics that matter. The podcast is for general information and entertainment purposes only and should not be considered investment advice. Nothing contained in this podcast constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. The opinions expressed by the hosts ...
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Are you a passionate veterinarian seeking to elevate your practice and make a lasting impact in the field? Welcome to "The Vet'Ed Podcast". Join Steven Hermann, Kale Flaspohler and Lindo Zwane - industry experts and thought leaders, as they delve into tailored strategies and nurturing relationships to empower privately owned veterinary practices. Tune in the first and third Wednesday of the month to gain invaluable insights, tips, and inspiration to thrive in your independent clinic. Togethe ...
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If you are looking for a powerful sales podcast "The Hardcore Closer Podcast" is your new go-to sales podcast. It doesn't matter if you are selling cars, homes, financial services or consulting, this podcast is dedicated to helping you generate higher quality leads, increase your closing ratios, show you how to charge premium fees for the items you sell and build a raving fan base. Every Thursday the founder of HardcoreCloser.com and Best Selling Author Ryan Stewman delivers cutting edge and ...
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The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to fin ...
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Question and Answer sessions with leading Authorities in health, business and relationships to help service based professional entrepreneurs achieve peak performance in biz and in life. Authority is a word that has many connotations. For this reason Authority in this context is defined as an expert + influencer= Authority. Someone who has expert knowledge on a particular subject AND has the characteristics to influence others. Host Dr Scott Vatcher questions Authority figures to help entrepr ...
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Built to Sell Radio is a weekly podcast for business owners interested in selling a business. Each week, we ask an entrepreneur who has recently sold a business why they decided to sell their business, what they did right and what mistakes they made through the process of exiting their business. Built to Sell Radio is the ultimate insider's guide to approaching the most important financial transaction of your life.
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Each week, we sit down with 7 and 8-figure business owners who share their unfiltered stories of success, failure, and everything in between. From navigating unexpected challenges like divorce and health issues to overcoming humble beginnings, our guests offer raw, authentic accounts of their entrepreneurial journeys. Through these candid conversations, you'll gain practical strategies for tackling common business hurdles and discover that success is possible despite life's toughest obstacle ...
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Omega Performance Knowledge Series » Podcast Main
Omega Performance: Improving Business in Financial Services
Access new insights and best practices for improving business in the financial services industry from the world-renowned team of experts at Omega Performance. Credit and Risk Management - Sales and Customer Service - Leadership and Change Management
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Realtor interviews business Allow me to introduce myself as Jacqueline Watson, a Realtor in the Toronto/GTA area. However, my expertise extends beyond real estate. I am also a Mediator specializing in Labour Relations. My passion lies in more than just selling homes; I strive to transform lives and empower individuals to achieve financial freedom through home ownership. In addition to my real estate endeavors, I am building a thriving community through my podcast, Elementary. This platform a ...
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The Jammin & Plannin Podcast is a new, unique, fun and hopefully entertaining Podcast brought to you by financial services industry veterans, John Morgan, and Scott Stathis. Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent. Scott and John really love music and enjoy playing and creating music with others. From beginners to pros still playing paying gigs, the passion to play and create beautiful music is t ...
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Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination
58:12
58:12
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Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at the forefront of their business operations to increase retention and drive referrals. They have each incorporated their firms’ mission and values, as well as a higher level of service and presence, t…
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How to Pick the Most Profitable Target Market | The Business Coach-Episode 25
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In this episode of The Business Coach Podcast, we dive into one of the most critical aspects of business success: identifying the most profitable target market. Discover how to narrow down your niche, focus on what you're truly good at, and position your business to thrive. Whether you're just starting out or looking to refine your current strategy…
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How Money20/20 Mirrors Banking's Evolution
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In this episode of Banking Transformed, we sit down with Scarlett Sieber, Chief Strategy & Growth Officer of Money20/20, to explore the remarkable journey of this unique fintech and financial services event. Since its inception in 2012, Money20/20 has grown from a startup conference to a global phenomenon, mirroring the rapid evolution of the banki…
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Best Of: Becoming a Wise Steward of Money in Retirement
16:15
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In this episode of Financial Straight Talk, Jim Fox discusses the financial mistakes made by NFL players and the importance of financial planning. He emphasizes the need for a good plan and working through that plan to avoid financial pitfalls. Jim shares his personal experience of going bankrupt and losing everything, which taught him the lesson t…
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431) The Future of Banking: Insights on Change, Learning, and Transformation
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39:50
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In a rapidly changing world driven by exponential technological advancements like AI, many leaders, teams, and organizations struggle to keep pace. This creates a widening gap between linear human perception and the exponential nature of change, leading to feelings of fear, stagnation, and a lack of growth. Many financial brand leaders, especially …
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Isuzu Astra Motor Indonesia (IAMI): Driving Innovation in ASEAN's Largest Automotive Market
37:41
37:41
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Guest: Pak Yusak Kristan Soleman, President Director, Isuzu Astra Motor Indonesia In this episode, Pak Yusak Kristan Soleman, President Director of Isuzu Astra Motor Indonesia, discusses the automotive sector's digital transformation journey in Indonesia and the opportunities for growth in the region. He shares insights into Isuzu Astra's approach …
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Learning from Every Mortgage Client Interaction
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🚨Let's Connect 🚨 Instagram - https://www.instagram.com/ashborland/ Linkedin - https://www.linkedin.com/in/ashborland/ Facebook - https://www.facebook.com/ashborland 👀Watch the Podcast On YouTube - https://www.youtube.com/@ashborland 📈 Work With Me - https://ashborland.com 🎉 FREE Mortgage Marketing Blueprint - https://ashborland.com/blueprint 🗣️ Lis…
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Balancing Risk and Speed in the New Era of Digital Lending
22:05
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In this episode of Banking Transformed, recorded at MeridianLink LIVE in Nashville, I interview Janel Hartin, Senior Loan Administrator at Bangor Savings Bank. We discuss the bank's digital transformation journey, focusing on streamlining the lending process and enhancing customer experience. Hartin shares insights into Bangor Savings Bank's evolut…
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Scaling Your Business Without Overworking with Brandon Gano
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Today, we're diving into some invaluable insights with Brandon Gano, a seasoned entrepreneur and podcast host. We're talking about over-leveraging finances, navigating the challenges of franchising, and the revolutionary concept of the fractional COO—your shortcut to reducing work hours and scaling like never before. Plus, Brandon shares his secret…
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893. News: Banking could face major job losses, Atlantic Money to challenge SWIFT, US regulatory approval for OakNorth
1:06:18
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Join hosts Benjamin Ensor and Nadine Timmer-Bodenstein, along with some great guests as we discuss the biggest fintech and financial services news this week. Topics covered include: FS trade union warns that big banks should brace for job losses to AI, Atlantic Money announces its challenger to SWIFT's network, OakNorth secures approval to market p…
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Australian Property Market Update | September 2024
14:27
14:27
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Welcome to The Pumped On Property Show Podcast, hosted by investors Ben & Simon Everingham. On this podcast, you'll learn how to build your property portfolio with confidence and achieve financial freedom. Both Ben and Simon have made a lot of mistakes and learnt a lot of lessons the hard way on their journey to buying over $500,000,000 worth of in…
…
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🚨Let's Connect 🚨 Instagram - https://www.instagram.com/ashborland/ Linkedin - https://www.linkedin.com/in/ashborland/ Facebook - https://www.facebook.com/ashborland 👀Watch the Podcast On YouTube - https://www.youtube.com/@ashborland 📈 Work With Me - https://ashborland.com 🎉 FREE Mortgage Marketing Blueprint - https://ashborland.com/blueprint 🗣️ Lis…
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1
Guiding Clients Through the Midlife Transition with Kim Potgieter
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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions. Kim shares her insights on midlif…
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Boost Employee Morale: Unexpected Rewards Explained
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Navigating the balance of incentives in the contracting industry can be challenging. Understanding the difference between expected and unexpected rewards is crucial for fostering a productive work environment. Expected incentives, like commissions and bonuses, are clearly outlined in job descriptions, while unexpected ones—such as annual trips base…
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Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)
20:27
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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Why Every Insurance Agent Needs a Website | Unlocking the Power of Digital Footprints
18:02
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In today's digital age, having a strong online presence is essential for every insurance agent. This episode dives deep into why a website is more than just a digital business card—it's a powerful tool to build your brand, generate leads, and stay competitive in a crowded market. We explore the importance of digital footprints, how a well-designed …
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Season Seven Teaser: The STR Podcast is Back with a New Theme: ‘The Future Of’
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In this teaser, host Kinga Redlowska, Head of CFS Europe, is joined by CFS Director Tom Keatinge to launch the theme for the new season, ‘The Future Of’. Listen now to get a sneak peek at the range of topics and new ideas that will feature in Season Seven of the STR podcast.
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Ep 457 Negotiation Masterclass: Harvard’s Jim Sebenius on Maximizing Your Business Sale
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n this episode of Built to Sell Radio, Jim Sebenius, the founder of the Negotiation Unit at Harvard Business School, shares his advanced negotiation strategies for selling a privately held business. Jim's extensive experience includes his time at the Blackstone Group, where he negotiated on behalf of one of the world’s largest alternative asset man…
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Mastering the 30-Second Elevator Pitch as a Mortgage Broker
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6:36
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🚨Let's Connect 🚨 Instagram - https://www.instagram.com/ashborland/ Linkedin - https://www.linkedin.com/in/ashborland/ Facebook - https://www.facebook.com/ashborland 👀Watch the Podcast On YouTube - https://www.youtube.com/@ashborland 📈 Work With Me - https://ashborland.com 🎉 FREE Mortgage Marketing Blueprint - https://ashborland.com/blueprint 🗣️ Lis…
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Ever wondered how working before and after full retirement age affects your Social Security benefits? Curious about alternatives to traditional insurance? What about what it means to take a lump sum pension versus a monthly pension? Join us as we answer several questions that may better equip you to navigate the complexities of retirement income an…
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Inside Marshall & Huntington’s Innovation District - Toney Stroud
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In this episode of In Your Business, host Reeves Kirtner welcomes Toney Stroud, Chief Legal Officer and Vice President for Strategic Initiatives and Corporate Relations at Marshall University. Together, they dive into the transformative developments happening in Huntington, West Virginia, focusing on the Innovation District and the Brad D. Smith Ce…
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Good news for fans of our Five Ways to Wellbeing series with Luke Bowles – a brand new episode is on its way soon! In the meantime, we’re taking a look back at some of the highlights from the show so far. How many of the five ways have you incorporated into your daily life? Connect with Luke Bowles on LinkedIn Join the discussion in our Sales Trans…
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892. Insights: Is Indian fintech about to go global?
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On this episode of Fintech Insider Insights, host Benjamin Ensor is joined by experts from the sector to discuss whether Indian fintech is poised to go global. We look at the opportunities and challenges that fintechs face as they make their pitch to a market of 1.4bn people. And, we delve into the most promising home-grown startups in the country,…
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This podcast is the way to correct it This is an easy to implement step by step process to smash the next 6 months Don’t miss out don’t skip this - your future self will thank you for itBy Terry Blackburn
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The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost …
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430) Financial Freedom Made Easy: Gordon Stein’s Cashflow Recipes
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It’s not surprising that a significant portion of Americans are struggling with their finances, with many living paycheck to paycheck. Even those working within financial institutions are not immune to these issues. This episode of the Exponential Insights series offers a practical and straightforward solution to this widespread problem. Guest Gord…
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51
Why Mortgage Brokers Must Revisit Fundamentals
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🚨Let's Connect 🚨 Instagram - https://www.instagram.com/ashborland/ Linkedin - https://www.linkedin.com/in/ashborland/ Facebook - https://www.facebook.com/ashborland 👀Watch the Podcast On YouTube - https://www.youtube.com/@ashborland 📈 Work With Me - https://ashborland.com 🎉 FREE Mortgage Marketing Blueprint - https://ashborland.com/blueprint 🗣️ Lis…
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079: Bentley Caldwell - How to Dress for Success as a Financial Advisor
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Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters. How you dress and present yours…
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Rosie Selvaggio - Mental Health & Business Ownership: Winning While Prioritizing Mental Health
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Send us a Text Message. summary Rosie Selvaggio, owner of Hocus Pocus Cleaning, shares her journey of starting and growing her cleaning business. Despite initially planning to close the business after finishing grad school, the demand for cleaning services during the COVID-19 pandemic led to rapid growth. Rosie emphasizes the importance of hiring t…
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The Best Idea My Business Mentor Ever Shared | The Business Coach - Episode 24
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In this episode, David shares a life-changing piece of advice he received from a mentor 16 years ago—advice that continues to shape his approach to business today. Discover how a simple index card transformed the way David manages his company and altered his perspective on success. This powerful lesson is not just a story of personal growth, but a …
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Making Property Management Great Again | Robert Johnson E20
22:41
22:41
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22:41
In this special 20th episode of The Real Estate Junkie, Keith introduces his new business partner, Robert Johnson, an active-duty Army officer stationed in Colorado Springs. Since 2020, Rob has been investing in rental properties, and now he’s preparing to transition out of the military to focus full-time on their exciting new venture—a property ma…
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1
Desire for Data-Driven Personalization Unites Demographic Segments
47:23
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47:23
Today on the Banking Transformed podcast, we’re joined by Jaime Dominguez, Principal Product Marketer at Q2, to discuss their groundbreaking report on cross-generational banking preferences. This study, conducted in partnership with Harris Research, offers crucial insights into how financial institutions can deliver personalized experiences across …
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Best Of: Supporting Adult Children: A Drain on Retirement Funds
17:43
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17:43
In this episode of Financial Straight Talk, Jim and Jerry discuss the importance of financial independence and how it allows individuals to pursue their passions in retirement. They share stories of clients who have achieved financial independence and highlight the role of proper financial planning in ensuring a comfortable retirement. The conversa…
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How to Thrive as a New Business (Marketing & Services) | Part 2
29:40
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In this episode, experts reveal the must-know marketing and customer service tips every new business owner needs. Discover how to pinpoint your ideal clients, build a powerful marketing strategy, and deliver top-tier service from day one. Join host Adam Sylvester with Chase Gallagher of CMG Landscaping and Chanique Stewart of Cleanique Cleaning Ser…
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How to Thrive as a New Business (Operations & Pricing) | Part 1
28:30
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28:30
Starting a new business can be overwhelming, especially when it comes to operations and pricing. In this episode, we dive into essential strategies that every new business owner needs to thrive, from setting up strong operational foundations to mastering pricing for profitability. Learn how to avoid common mistakes and set your business on the path…
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429) Why Are You Here? Challenging Leaders to Find Meaning and Motivation
45:48
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As financial brand leaders navigate the complexities of a post-COVID world, the economic shifts, and the rise of artificial intelligence, feelings of exhaustion and burnout are rampant. Leaders and team members alike are struggling to stay engaged and find fulfillment in their roles. The pervasive cultural norm of complaining about work and separat…
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Realtor Real Talk: 10 myths - Behind the Scenes of a Successful Home Sale
21:24
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21:24
Send us a Text Message. Is inflating your home’s price for negotiations actually costing you more than you think? Join me, Jacqueline Watson, as I debunk ten common myths about selling your home, offering clear, expert insights and practical tips. Discover why pricing your home close to market value can lead to a faster sale and why a full remodel …
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Comparing Lead Generation Strategies in the Insurance Industry
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In the competitive landscape of the insurance industry, lead generation is a crucial component for growth and success. This episode dives deep into two popular strategies: buying leads versus networking. Join us as we explore the pros and cons of each method, providing you with actionable insights to enhance your lead generation efforts. Discover h…
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Transform Your Business With Terry L Fossum
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Today we have an incredibly inspiring episode lined up for you. Our guest, Terry L Fossum, former nuclear warfare officer turned successful entrepreneur, dives deep into the secrets behind his groundbreaking OxCart Technique that's transforming the way we motivate teams. From leveraging the power of negative motivation to pushing beyond comfort zon…
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Can focused funds act as alternative to PMS funds
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Portfolio management services (PMS) face new challenges after the Union Budget for 2024-25 increased tax on long-term and short-term capital gains. As stocks are held in the investor's demat account in PMS, every buy and sell decision of the PMS manager has a tax impact for the investor, unlike a mutual fund. What are the alternatives for PMS inves…
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891. News: Klarna to offer personal accounts, London and NYC battle for Revolut IPO, and Amazon could spin off payments
57:51
57:51
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Join host David Barton-Grimley and some great guests as we discuss the biggest fintech and financial services news this week. Topics covered include: Klarna announces a new personal account and cashback rewards offering, Revolut is poised to decide between London and New York for its IPO, new research from Tink finds that digital financial tools co…
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