S2 E10 | Repurposing Content with Dennis Yu
S2 E10 | Repurposing Content with Dennis Yu
In this episode, Dennis Yu from Blitz Metrics, talks about how to bridge the gap between businesses and digital content ... Read more
6 Dec 2021
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39mins
S2 E09 | Be on the winning side of the interest rate
S2 E09 | Be on the winning side of the interest rate
Are you using (or considering using) a line of credit? CashMap has some fresh ideas you've probably NEVER thought of bef... Read more
1 Sep 2021
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35mins
S2 E08 | College Planning and Funding Advice
S2 E08 | College Planning and Funding Advice
In this episode of The 4FP Podcast Jake talks to College Aid Pro co-Founder, Joe Messinger about changing how we plan fo... Read more
19 May 2021
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32mins
S2 E07 | Communicate more clearly with your clients
S2 E07 | Communicate more clearly with your clients
In today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients a... Read more
14 Apr 2021
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45mins
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S2 E06 | What is your Money Quotient?
S2 E06 | What is your Money Quotient?
Amy and Jake talk about the in-depth discovery process (using "the 5 Es") that makes Money Quotient training and partner... Read more
12 Feb 2021
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35mins
S02 E05 | A Community of Paraplanners
S02 E05 | A Community of Paraplanners
Simply Paraplanner is on a mission to improve employment within the financial planning industry, guiding financial advis... Read more
9 Dec 2020
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38mins
S2 E04 | Appreciative Coaching with Jody Jacobson
S2 E04 | Appreciative Coaching with Jody Jacobson
In this episode, I talk with Jody Jacobson at the Human Institute about finding your ideal prospects from an appreciativ... Read more
29 Oct 2020
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51mins
S2 E03 | Deeper Answers with Motivational Interviewing
S2 E03 | Deeper Answers with Motivational Interviewing
Learn how to connect with your clients and prospects better with this useful skill.In this episode, Jake learns how to b... Read more
21 Sep 2020
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47mins
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert w... Read more
9 Jul 2020
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38mins
S2 E01 | What does Crystal Know about your next client?
S2 E01 | What does Crystal Know about your next client?
People DON'T want to be treated the way you want to be treated. Find out more about DISC personalities and how to commun... Read more
12 May 2020
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37mins
