Best A J Yager Podcasts (2024)

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059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders 30:58

10d ago30:58

30:58

In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success. Mike's Journey: From Financial Services to Authority Positioning Career Beginnings: Began his career in the financial services field,…

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058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed 41:12

16d ago41:12

41:12

In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…

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057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski 29:45

1M ago29:45

29:45

In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …

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056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein 31:00

1M ago31:00

31:00

In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…

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055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark 33:06

1M ago33:06

33:06

In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …

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054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko 25:26

2M ago25:26

25:26

In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understandi…

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053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden 28:42

2M ago28:42

28:42

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert…

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052: [Author Interview] The Tax-Smart Retiree with Phil Putney 26:30

2M ago26:30

26:30

In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. Fr…

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051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast 3:27

2M ago3:27

3:27

Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.…

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050: Efficient Estate Settlements with Josh Yager 31:02

3M ago31:02

31:02

In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From…

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049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice 27:51

3M ago27:51

27:51

In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Finan…

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048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham 26:00

3M ago26:00

26:00

In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his up…

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047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan 23:28

4M ago23:28

23:28

In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In…

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046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett 27:23

4M ago27:23

27:23

In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: …

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045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator 23:12

4M ago23:12

23:12

In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisf…

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044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini 5:11

4M ago5:11

5:11

Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a li…

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043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini 26:27

4M ago26:27

26:27

In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and fina…

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042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated 5:15

4M ago5:15

5:15

This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host: Paul G. McManu…

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041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti 20:02

5M ago20:02

20:02

In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They …

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040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson 44:16

5M ago44:16

44:16

In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Res…

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039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna 4:52

5M ago4:52

4:52

Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model des…

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038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman 22:06

5M ago22:06

22:06

In this episode, I have the pleasure of hosting Tina Pittman, the author of "Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management." Tina will share valuable insights and transformative strategies from her book. Together, we'll explore the vital importance of managing cash flow for business success. Beyond being a gu…

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037: Revolutionizing Wealth Management: Insights from 'Wealth Unleashed' with Jim Lavorgna 25:13

6M ago25:13

25:13

In this episode, I have the pleasure of hosting Jim Lavorgna, the author of "Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and their Advisors." Our discussion is set to be insightful as we dive into Jim's unique insights and the innovative strategies outlined in his book. Jim is also a valued client. He'll …

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036: Podcasting Secrets for Financial Advisors: Building Authority and Attracting High-Value Clients with Matt Halloran 47:32

7M ago47:32

47:32

In this episode, I have the pleasure of hosting Matt Halloran, co-founder of Proud Mouth, a trailblazing company redefining the marketing landscape for financial advisors through the strategic use of podcasting. Join us as we delve into how Matt's innovative approach is revolutionizing the way financial advisors build influence and authority in the…

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035: The AI Revolution in Accounting: Sean Rogers' Blueprint for the Future 34:56

8M ago34:56

34:56

In this episode, my guest is Sean Rogers, President and Founder of Digital Financial Officers, a company revolutionizing small business accounting and finance through AI and technology. Discover how Sean's innovative platform is transforming the way CPAs and financial advisors serve their clients. The insights he shares during this episode will be …

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034: Ray Kelly on Transformative Leadership for Building Billion-Dollar Wealth Management Firms 46:20

8M ago46:20

46:20

In this episode, I'm excited to welcome leadership expert Ray Kelly to the show. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career to empowering financial advisors and executives with unparalleled leadership skills. His unique approach has transformed countless careers and companies, making him…

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033: Podcasting for Influence: Amplifying Your Financial Expertise with Mike Langford 1:00:20

8M ago1:00:20

1:00:20

In this episode, I'm thrilled to welcome podcasting industry expert Mike Langford. As the CEO of a top podcast production company and the host of multiple successful shows, Mike has extensive knowledge of using podcasting to boost your brand. Mike is an expert in leveraging podcasting as a powerful marketing tool. He knows how to use it to build au…

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032: NEW AUDIOBOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients" 1:02:30

8M ago1:02:30

1:02:30

From Author to Authority is a groundbreaking book that empowers financial authors to leverage the full potential of LinkedIn to amplify their visibility, establish themselves as industry thought leaders, and attract high-value clients. Authored by Paul G. McManus, a renowned LinkedIn marketing expert with a proven track record of helping financial …

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031: The Inside Story of Marketing the World's Top-Selling Financial Book with Shane Hackett 49:52

9M ago49:52

49:52

In this episode, I am thrilled to have a fellow book marketing expert on the show. Shane Hackett is here to share his insights and strategies that have helped generate millions of dollars in assets under management for his clients. With a profound understanding of integrated marketing and a consistent track record of success, Shane has repeatedly d…

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030: Marketing Magic: Tina Beck and the Financial Advisor Success Syndicate (FASS) 41:42

9M ago41:42

41:42

In this episode, I welcome Tina Beck back to the show. Tina is the Chief Marketing Officer at Elite Consulting Partners, the president of Elite Marketing Concepts, and a founding member of the Financial Advisor Success Syndicate. With over 25 years of experience in financial services marketing, Tina has collaborated closely with independent advisor…

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029: Building an $1.5 Billion Financial Empire: Nancy Brunetti on the Creation and Growth of Johnson Brunetti" 30:17

9M ago30:17

30:17

In this episode, I welcome Nancy Brunetti back as my first-ever repeat guest. Nancy, a retired financial services professional, co-founded Johnson Brunetti, a tremendously successful financial services firm boasting over $1.5 billion in assets under management. Today, she provides updates on her semi-retirement journey and delves into her passion f…

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028: Building a Seven-Figure Financial Practice with Tony Maree Torrey 42:32

9M ago42:32

42:32

In today's episode, I’m joined by the success coach and bestselling author, Tony Maree Torrey. Tony Maree is known as LA's Foremost Success Coach for financial professionals and founding CEOs. With over 20 years of experience and a unique approach that combines business coaching, insightful psychology, and sharp business strategies, she empowers he…

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027: [Audiobook] The Virtual Family Office: The Future of Ultra-High Net Worth Advisory by Alex Sonkin 1:47:42

9M ago1:47:42

1:47:42

Welcome to this special episode of the podcast! Today, we have a unique opportunity to share a book with you that we helped our client write and publish, including creating the audiobook. We are incredibly proud of this achievement and see it as a testament to the power of short books to attract your ideal clients. "The Due Diligence Project: How O…

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026: The Financial Advisor's Journey to Extraordinary Growth: A Conversation with Jon Randall 27:50

10M ago27:50

27:50

In this episode of The Million Dollar Producers Show, I speak with Jon Randall, the founder of Extraordinary Financial Advisors. Jon discusses the different stages of growth for financial advisors and the challenges they face when going from one million to five million in revenue. [Main Takeaways] - Jon's background as a financial advisor and how h…

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025: Becoming a Bestselling Author: Overcoming Fear and Embracing Vulnerability with Robyn Crane 48:41

10M ago48:41

48:41

In this episode of the Million Dollar Producers Show, you'll learn how to build your authority brand through publishing books and other marketing strategies. Our guest is Robyn Crane, a bestselling author, certified financial planner, business coach, and advocate for women in finance. Robyn shares her personal journey of taking her business from $5…

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024: Inside the $8 Billion Empire: A Conversation with Barron's Hall of Fame Advisor Jon Kuttin 50:10

10M ago50:10

50:10

In today's episode, I had the privilege of sitting down with Jon Kuttin, the mastermind behind Kuttin Wealth Management. Managing a staggering $8 billion in assets and earning a spot in Barron's Hall of Fame, Jon's influence in the industry is undeniable. Key Takeaways: - Jon's new book, "Unshakable Planning for the Certainty of Uncertainty in Reti…

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023: Short Books, Big Doors: Securing Executive Access By Publishing A Short Book with Michael Budnick 40:52

11M ago40:52

40:52

In this episode, Paul G McManus sits down with Michael Budnick, a seasoned financial advisor and bestselling author. Dive into their discussion about the transformative power of writing and publishing books, the ever-evolving landscape of target audiences, the rising demand for audiobook versions, and an exclusive opportunity for financial advisors…

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022: Authority Marketing for Financial Advisors with Stephen Oliver 43:13

11M ago43:13

43:13

Ever wondered how to stand out in the field of finance? Stephen Oliver, the author of Extraordinary Marketing for Financial Advisors and host of the Financial Advisor Marketing Podcast, is here to provide some answers. Marketing yourself by building personal authority can be a game-changer for financial advisors. Stephen guides us through the conce…

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021: Building Successful CPA Partnerships: Redefining the Advisor-CPA Relationship with Anton Anderson 49:16

11M ago49:16

49:16

Want to revolutionize your advisory business? Join us as we sit down with Anton Anderson, CEO of Elite Resource Team, who shares his unique approach to forming strategic partnerships with CPAs. Anton, a trailblazer in his field, unpacks the profound differences between advisors and CPAs, breaking down stereotypes that have long hampered successful …

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020: Radical Relevance: Mastering Targeted Marketing with Bill Cates 45:21

12M ago45:21

45:21

Ever wonder how you can revolutionize your business by zeroing in on a specific target market? In today's discussion, we are joined by the highly respected Bill Gates, sharing his wealth of knowledge on the concept of Radical Relevance. Bill helps us understand how to identify the right target market and navigate the challenges that come with it. H…

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[New Author Testimonial] Turn Your Years of Experience As a Financial Advisor Into A Captivating Marketing and Sales Tool 11:24

1y ago11:24

11:24

Imagine having a personal, engaging book to share with potential clients that not only represents your beliefs but also serves as a powerful marketing tool. Join me as I chat with Paul H. Cook about his journey of writing The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High Achievers, an insightful financial book th…

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Unlocking the Power of Short Books: Authority Marketing for Financial Professionals with Paul G. McManus 1:24:26

1y ago1:24:26

1:24:26

Experience the power of self-publishing with "The Short Book Formula: A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients," by Paul G McManus, now available in audiobook format, narrated by Tony Maree Torrey. Learn more by going to: www.theshortbookformula.com Are you an astute financial professional - a financial…

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[Testimonial] Michael Poisson on Writing, Publishing, and Marketing His New Book. 5:00

1+ y ago5:00

5:00

It's my pleasure to introduce you to Michael Poisson, author of the groundbreaking new book "The ESG Data Revolution: Sustainable Fuel For Tomorrow's Business." ⭐ Michael is the Managing Director of Ideal Ratings, which provides financial data and analytics based on Environment, Social, and Governance (ESG). I had the opportunity to interview Micha…

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019: Announcing Paul G. McManus' New Book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients" 18:38

1+ y ago18:38

18:38

In this episode, I discuss my new book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients" which you can get by going here. Summary of Book: We both know time is precious, and I surely do not want to waste your time if The Short Book Formula: A Financial Professional’s Guide to Writing a…

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018: On Creating a 7-Figure Virtual Financial Practice - Tracey Spikes 21:19

2+ y ago21:19

21:19

Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

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017: A Powerful Way to Build Relationships with CPAs - Liz Briggson 37:16

4y ago37:16

37:16

Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs and the companies who serve them. They specialize in demand generation webinars designed to enhance your content marketing strategy and are a NASBA-approved sponsor of continuing professional education (…

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016: Key Insights Into Effectively Niching Down - Mike Jesowshek 46:27

4y ago46:27

46:27

Mike Jesowshek is the Founder of Jetro, a modern day, innovative accounting firm servicing small business owners across the country. Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What yo…

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015: Going From $80 Million to $800 Million AUM - Tim Mitrovich 36:06

4y ago36:06

36:06

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering an industry leading client experience. TEN Capital’s reputation is quickly growing as a thought leader based on how it combines technology, various media and its numerous industry partnerships to engage…

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014: Build a business with a narrow focus to become the best - Josh Patrick 33:13

4+ y ago33:13

33:13

Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is also founder of The Financial Freedom Project, The Sustainable Business, and AskJoshPatrick. Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping fi…

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013: Shifting from solo entrepreneur to CEO of your company - Dr. Aprille Trupiano 46:56

4+ y ago46:56

46:56

Dr. Aprille Trupiano, CEO of AT International, has worked with business owners around the globe for 15 years - focusing in the US particularly in the financial services, mortgages, and insurance (Life Insurance, P&C Insurance, Health Insurance) - to blow the lid off their business. After using her proven proprietary systems, clients say they make m…

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A J Yager Podcasts

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