Podcast Episodes
Back to Search155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond
Episode 155
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 7 months ago
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
Episode 154
I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website …
2 years, 7 months ago
153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World
Episode 153
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 7 months ago
152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen
Episode 152
As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Char…
2 years, 7 months ago
151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
Episode 151
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 8 months ago
150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!)
Episode 150
There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potentia…
2 years, 8 months ago
149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week
Episode 149
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 8 months ago
148: Five Strategies I Used to Work 25 Hours a Week
Episode 148
If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining your sanity, would you be the first to sign up?!…
2 years, 8 months ago
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
Episode 147
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 8 months ago
146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
Episode 146
Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement…
2 years, 8 months ago