Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities. Each episode is broken up into two parts. Part One includes fundamental analysis of that business, and Part Two includes a discussion with an expert of that business. Part One lays out the framework. Part Two puts meat on the bone.
…
continue reading
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
…
continue reading
“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...
…
continue reading
Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
…
continue reading
If your business relies solely on you to generate leads and you want to finally get off the ‘marketing hamster wheel’, this is the podcast. We share step-by-step how to execute online, *AHEM!*, Evergreen Marketing to generate consistent, high-quality leads, so you can ultimately build a business of freedom & impact. *Every THURSDAY we share the proven strategy & tactics, unique data, and marketing insights you need to succeed at SEO, content marketing, website conversion, paid ads, and more. ...
…
continue reading
Welcome to the Unsensible Podcast, your essential guide to Asia's dynamic startup scene. The local startup scene is different from the rest of the world so, each week, we chat with innovative local founders and funders who are making waves in the industry, bringing their unique perspectives and experiences to our audience. But this is not just an interview podcast. Alongside these fascinating conversations, we offer practical advice and strategies. Learn how to develop a compelling value pro ...
…
continue reading
Brief. Informative. Unbiased. Published on Sunday evening UTC time. ‘Financial Markets Weekly’, is the official podcast of Succinct, a professional information services company that creates content related to global financial markets for individuals. This channel was created as a complement to our subscription service and follows the same principles. A curated product covering essential market events and asset behaviour with no room for storytelling, triviality, tips, speculation, or opinion ...
…
continue reading
I help new entrepreneurs create the time, money, and mindset to set up a profitable business. I want to help you create more success in your life for two reasons: #1, because I believe passionately in your ability to create whatever result you want in your life. #2,because I want to help you find more enjoyment in the journey, regardless of the destination. Peaceful Productivity is all about rediscovering your enjoyment in the process of creating your profitable business. Join me for weekly ...
…
continue reading
An original podcast series produced by the Cabinet Makers Association, created specifically for the woodworking industry. We bring together a pair of industry professionals to talk about issues and challenges impacting their businesses, as well as best practices to help combat those obstacles.
…
continue reading
Your Sparkly Brand is a marketing and branding podcast designed to inspire and empower entrepreneurs. This podcast is all about delivering no-fluff, high-value content that helps you grow your business. It doesn’t matter if you have no budget and are still DIY-ing everything on your own, we’re giving you the tips, tools, and strategies you need to build a Sparkly Brand and ultimately get more sales.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Google Ads/PPC Pro Tips for Better Conversion w/ Tim Oppelt
43:37
43:37
Play later
Play later
Lists
Like
Liked
43:37
If you want to make the most of a PPC (Google Ads) campaign, so you can get motivated leads in the door fast, this one's for you. Tim Oppelt of Wholesaling PPC & Brady share the biggest mistakes investors make, top pro tips for running a successful campaign (which means lower cost & better lead conversion for you), and set expectations for lead cos…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
39:40
39:40
Play later
Play later
Lists
Like
Liked
39:40
Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Do Nationwide SEO For Seller Leads w/ Bryan Sekine
48:32
48:32
Play later
Play later
Lists
Like
Liked
48:32
So you want to take your business nationwide and start attracting motivated seller leads from all over the country? Is it doable? Absolutely. It might even be easier than competing locally, in some ways. Today, Bryan Sekine shares his roadmap for how to rank & attract motivated seller leads nationally. We talk about how to structure the pages on yo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Capture Lost Deals Using Facebook Retargeting Ads w/ Kiley
14:53
14:53
Play later
Play later
Lists
Like
Liked
14:53
If people visit your website from ANY marketing source and you don't retarget them with low-cost Facebook ads, deals are likely slipping through the cracks. This week, Kiley Newbold, who's run successful ads for investors all over the country, joins us to talk about how we can easily set up a retargeting campaign on Facebook to convert more website…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Michael Schaffer: Long-Term Investing in a Short-Term World
23:33
23:33
Play later
Play later
Lists
Like
Liked
23:33
The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
6 Easy Site Design Tweaks to Stand Out Online
19:00
19:00
Play later
Play later
Lists
Like
Liked
19:00
Want your website to stand out from competitors in your market AND convert more traffic into leads? Today we're breaking down a handful of things you can easily implement on your site to make it look great, grab attention, and convert site traffic at a higher rate. Let's dive in! Mentioned in this Episode: Coolors.co Blog Post: More Ways to make a …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Matt Cooper: Driving Growth With M&A and Private Equity
41:39
41:39
Play later
Play later
Lists
Like
Liked
41:39
How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What 1,000 R.E. Deals Taught Beau about Marketing, Burnout, and Sustaining Shifting Markets
1:00:14
1:00:14
Play later
Play later
Lists
Like
Liked
1:00:14
What does it take to close 1,000 deals over 9 years, to net $100k in one month with a very small team?! A long-time friend of Carrot, Mr. Beau Hollis, has done it. I invited him on to share his story of grinding it out on cold calls to building a stable business that lights him up, because it's wild, powerful, and very relatable. We talked about ho…
…
continue reading
Struggling to rank your real estate website in competitive markets? You’re not alone. We get it — SEO can feel overwhelming. So, instead of sharing opinions on what it takes to rank, we thought we’d let the data speak for itself! We analyzed the top-ranking Carrot sites across 8 markets (6 large, 1 medium, and 1 small) for the most competitive keyw…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
25:50
25:50
Play later
Play later
Lists
Like
Liked
25:50
The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
41:10
41:10
Play later
Play later
Lists
Like
Liked
41:10
Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Pitch Novations to Close More Deals Ethically and Confidently [From Carrot Summit '24]
40:29
40:29
Play later
Play later
Lists
Like
Liked
40:29
Novations. They're highly misunderstood, underleveraged, and more controversial than most any other exit strategy in real estate investing. I wanted to get a thorough understanding of how novations work so I could decide if they're ethical when to use them, and how you would position them to a seller. Joe Cipollini of The Brewer Method was able to …
…
continue reading
Ever wonder why some brands stick in your mind while others fade away? Curious how your competition consistently attracts and closes more deals? In our latest episode, we’ve reverse-engineered the branding strategies of five highly successful real estate investors. We’ll reveal the seven specific things they excel at in branding and marketing—insig…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
45:21
45:21
Play later
Play later
Lists
Like
Liked
45:21
At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Create a Compelling Value Proposition as a Real Estate Investor
52:54
52:54
Play later
Play later
Lists
Like
Liked
52:54
If you're getting ghosted by prospects and losing deals to competition based on price alone, it's likely because of you're value proposition. Trevor & Brady dive into the marketing psychology of why this matters, how to create a compelling value proposition that wins more deals, along with real examples from other real estate investors that you can…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Leslie Zane: The New Rules of Persuasion for Financial Advisors
38:53
38:53
Play later
Play later
Lists
Like
Liked
38:53
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
[GREATIST HITS] 8 Factors of the 5 Highest-Converting Carrot Websites: ANALYZED w/ Katie Stapko
47:51
47:51
Play later
Play later
Lists
Like
Liked
47:51
We reverse-engineered the top 5 highest-converting websites from Investors using Carrot to generate motivated seller leads SO THAT you can see exactly what it takes to do the same. I think you'll be surprised by the simplicity of the commonalities. Let's dive in! Get more content about design & conversion at Carrot.com/convert ***Join us live, Thur…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
18:18
18:18
Play later
Play later
Lists
Like
Liked
18:18
Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Landscape of SEO & AI: What it Means For You
36:23
36:23
Play later
Play later
Lists
Like
Liked
36:23
Marketers love to say "SEO is Dead" or any marketing method for that matter. But is it true? Trevor & Brady talk about the future of SEO, what it means for you if you rely on SEO for lead gen, and what you should be paying attention to stay ahead of the curve. ***Join us live, Thursdays at 11 AM Pacific for the Evergreen Marketing Live Q&A: https:/…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
'Resistance Money’: Decoding Bitcoin’s True Value Proposition
46:42
46:42
Play later
Play later
Lists
Like
Liked
46:42
The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Run Your Business on Autopilot: Steve's Journey from Wholesaler to Selling a Portfolio
50:36
50:36
Play later
Play later
Lists
Like
Liked
50:36
Steve Rozenberg had 1 dream as a kid: fly big planes. He accomplished that dream, but had to pivot to real estate investing after the tragic events of 9/11 left him furloughed. I had him on the show to share how he used the skills, systems, and process of a pilot to build & scale a portfolio, that he would end up selling to venture capitalists. He'…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Build Your SEO Machine: An SEO Expert's Process for Higher Rankings w/ Nathan Gotch
49:34
49:34
Play later
Play later
Lists
Like
Liked
49:34
In case you missed last week's live Carrot Summit, we had the chance to talk with one of the leading experts in SEO - Nathan Gotch. He walked us through his process for keyword research, how to prioritize your SEO efforts, how to stand out as the SEO & AI landscape changes, and more pro tips. In lieu of our weekly live show, I hope you enjoy this s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
14:11
14:11
Play later
Play later
Lists
Like
Liked
14:11
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
36:57
36:57
Play later
Play later
Lists
Like
Liked
36:57
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Starting Over after 15 Years of Wholesaling - What Alex Pardo Would Do Differently
36:08
36:08
Play later
Play later
Lists
Like
Liked
36:08
Alex Pardo ran a successful wholesaling business for over 15 years, generating millions in profit. We had a chance to ask him about what worked and what didn't for marketing, hiring, scaling, and everything in-between! If you're just getting started wholesaling real estate, listen in to save yourself some of the headache Alex ran into & learn how t…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
7 Ways to Build Trust On Your Site (For Prospects & Google) | EEAT Pt 3
44:16
44:16
Play later
Play later
Lists
Like
Liked
44:16
If you want more business from your website, you need to build more trust. The nuances of how you position the trustworthiness of your company online have a dramatic impact on your ability togenerate leads. Trevor & Brady break down 7-10 actionable steps you can take to build more trust on your website that will be on the basics of adding testimoni…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Cozy Wittman: Mastering the Brutal College Planning Process
36:27
36:27
Play later
Play later
Lists
Like
Liked
36:27
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
In today's episode we interview CFO and Board Member of SHIFT Inc, Taichi Hattori. SHIFT is a software quality assurance company based out of Japan.By Jake Barfield
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Creating Authority with Your Website | Googles EEAT Pt 2
32:36
32:36
Play later
Play later
Lists
Like
Liked
32:36
In Google's eyes, What does it mean to be an "authority?" Today Trevor & Brady share actionable ways to increase authority on your website and talk about how to approach authority from a holistic marketing sense so that you can build a brand bigger than just SEO. We also share a little bit about the recent Google leak! ***Join us live, Thursdays at…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
40:22
40:22
Play later
Play later
Lists
Like
Liked
40:22
The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.By Barron's Advisor
…
continue reading
![Artwork](/static/images/128pixel.png)
1
3 New Ways Josue Uses Carrot to Generate Profitable Leads & Rank #1
36:01
36:01
Play later
Play later
Lists
Like
Liked
36:01
The real estate investing space has become more competitive when it comes to SEO. But, Josue, a real estate developer & investor out of Boston has shifted his 3 Carrot websites to go after low-hanging fruit that other investors are ignoring. We talk about what he's done to rank #1 in Google for a variety of terms, the different use cases for his we…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How To Leverage Expertise and Experience in Content | EEAT Pt 1
39:41
39:41
Play later
Play later
Lists
Like
Liked
39:41
If you want your content to rank AND convert, you can't ignore Google's "E.E.A.T." - This is a 3 part series on actionable ways of ensuring your content has adequate Experience, Expertise, Authority, and Trust. Today we give away Chat GPT prompts that make it easier to create stellar content that ranks, explain why all of this even matters, and sha…
…
continue reading