Podcast Episodes
Back to Search083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke
Episode 83
It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something *almost* as wonderful… BUSINESS PLANNING!…
3 years, 7 months ago
082: CEO Days and Year-End Questions To Ask Yourself
Episode 82
Today I am sharing a replay of an episode from the end of last year... the #1 most TRANSFORMATIONAL question I ever asked myself as part of my busine…
3 years, 7 months ago
081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
Episode 81
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 7 months ago
080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
Episode 80
Does anyone else just want to be able to click an “easy button” for social media content? And not just any content… GOOD content. Custom content. Con…
3 years, 7 months ago
079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business
Episode 79
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 7 months ago
078: How to Re-Onboard Existing Clients And Update the Way You Do Business
Episode 78
You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially gettin…
3 years, 7 months ago
077: Ideas to Implement: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
Episode 77
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 8 months ago
076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
Episode 76
We’re getting into the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set e…
3 years, 8 months ago
075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
Episode 75
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 8 months ago
074: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
Episode 74
Every advisor I talked to knows the blood, sweat, and tears that goes into building a financial planning practice. And, every advisor believes that t…
3 years, 8 months ago