Ep 30: 7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of
Ep 30: 7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of
7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of
19 May 2020
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50mins
Ep 29: Confessions of A Former Marketing Guru
Ep 29: Confessions of A Former Marketing Guru
The Rise and Proliferation Of the Self-Proclaimed Marketing Consultant. A Public Service Announcement for advisors that ... Read more
30 Mar 2019
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43mins
Ep 28: 5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019
Ep 28: 5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019
5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfillin... Read more
21 Dec 2018
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37mins
Ep 27: Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice
Ep 27: Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice
Hey advisors, I’ve got a great show lined up for you today. My guest’s name is Terry Heys, and don’t let his laid-back d... Read more
22 Jan 2018
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35mins
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Ep 26: The Top 7 Biggest Marketing Trends and Tips For Independent Advisors In 2018
Ep 26: The Top 7 Biggest Marketing Trends and Tips For Independent Advisors In 2018
After hosting events in front of hundreds of advisors around the country this year, Jovan Will and Fernando Godinez have... Read more
22 Dec 2017
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42mins
Ep 25: Former Scientist Reveals How He Used LinkedIn to Book 500,000 Appointments
Ep 25: Former Scientist Reveals How He Used LinkedIn to Book 500,000 Appointments
After taking a brief break, we’re back in the saddle with our regular podcast episodes. If you missed our last show, be ... Read more
27 Mar 2017
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45mins
Ep: 24 30-Year-Advisor Reveals How He Went From ZERO to $50 Million in AUM in less than 2.5 years With Wes White
Ep: 24 30-Year-Advisor Reveals How He Went From ZERO to $50 Million in AUM in less than 2.5 years With Wes White
Today’s guest went from being a predominantly annuity-based advisor to building a thriving $50M AUM firm in less than 2.... Read more
23 Jan 2017
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35mins
Ep: 22 How To Use “Lifestyle Design” To Boost Your Business, Energy & Happiness With Jason Wenk
Ep: 22 How To Use “Lifestyle Design” To Boost Your Business, Energy & Happiness With Jason Wenk
One of my first podcast episodes that I released was episode #4 with Jason Wenk, which continues to be one of the highes... Read more
12 Jan 2017
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27mins
Ep: 21 From Corporate Pilot To Becoming The Most Interesting Advisor In The World With Ryan Wheless
Ep: 21 From Corporate Pilot To Becoming The Most Interesting Advisor In The World With Ryan Wheless
I’m sure you’ve heard of the Dos Equis most interesting man in the world, well today id like to introduce you to the mos... Read more
5 Jan 2017
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41mins
Ep: 20 How To Transform Your Fitness And Health Without Sacrificing Your Business And Family Life With IFBB Pro Jeff Willet
Ep: 20 How To Transform Your Fitness And Health Without Sacrificing Your Business And Family Life With IFBB Pro Jeff Willet
Today we’re going to be diving deep into a topic that we rarely discuss…we’re going to be talking about how to transform... Read more
22 Dec 2016
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51mins
