Michael DeLon: Build Your Credibility by Telling Your Authentic Story
0.75x 1x 1.25x 1.5x 2x 0:000:35:59 Michael DeLon: Build Your Credibility by Telling Your Authentic Story Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and […]
Eric Brotman: Building Your Firm for Success Beyond You
0.75x 1x 1.25x 1.5x 2x 0:000:36:03 Eric Brotman: Building Your Firm for Success Beyond You Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG […]
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
0.75x 1x 1.25x 1.5x 2x 0:000:37:10 John Browning: Asking “Why” To Help Your Clients Live Their Best Lives Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis week’s episode focuses on an important concept: wealth management isn’t just about managing portfolios—it’s about shaping lives. Tune in as we […]
Bill Cates: The Language of Referrals with The OG Referral Coach
0.75x 1x 1.25x 1.5x 2x 0:000:35:53 Bill Cates: The Language of Referrals with The OG Referral Coach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from “The Language of Referrals” by […]
An hour can make a huge difference
I used to think working harder and making more money were the only keys to success. I ranked in the top tier of all advisors in my firm. I brought in more new business than peers who had been in business 5, 10, and even 20 years longer than me. Plus, I was bringing in […]
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
In this episode Rob, Phil, and Steve discuss: How Steve differentiates himself as both an attorney and a financial advisor. Building a networking partnership that works and isn’t lopsided. Making it clear what you’re looking for with referrals. Key steps to building a more purpose-focused RIA. Key Takeaways: The importance of building a repeatable […]
Building a Legacy of Growth & Purpose
The PGA Tour posted this quote on social media after Max Homa’s brush with a Masters green jacket. I absolutely love it. And not just because I was quietly rooting for Max to win. These reflections should resonate with anyone striving for excellence. Max said, “Winning doesn’t always come with a trophy… Winning is fickle. […]
Breaking Through Capacity Roadblocks: A Productivity Framework for Financial Advisors
Discover how overcoming capacity roadblocks can propel financial advisors towards greater efficiency and business growth. In the competitive world of financial planning and investment management, overcoming capacity roadblocks is a common challenge. Many advisors find themselves at a crossroads, trying to ‘grind it out’ amidst a sea of day-to-day tasks, losing sight of growth, team […]
068: Align and Thrive: Unleashing the Power to Achieve Your Goals
0.75x 1x 1.25x 1.5x 2x 0:000:16:24 068: Align and Thrive: Unleashing the Power to Achieve Your Goals Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWe’ve started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us […]
067: The Simplicity Trap: Unraveling the Illusion of Easy
0.75x 1x 1.25x 1.5x 2x 0:000:20:38 067: The Simplicity Trap: Unraveling the Illusion of Easy Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWe’ve started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us may already […]