Podcast Episodes

256. Where to Buy Back Your Time As An Advisor with Dianna Hetzel

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1 day, 6 hours ago

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255. Hot Take: Numbers Don't Lie

Big sales numbers might earn you an industry award, but they don’t necessarily mean your business is healthy. Robin and Jennifer share the four finan…

5 days, 6 hours ago

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254. Using LinkedIn To Elevate Your Client Base with Jace Tarbell

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1 week, 1 day ago

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253. Hot Take: AI Is Overwhelming

AI is supposed to save you time, but first, it might send you spiraling down a very productive-looking rabbit hole. Jennifer and Robin discuss why AI…

1 week, 5 days ago

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252. Getting Better AI Output With Frameworks with David Shull

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2 weeks, 1 day ago

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251. Hot Take: There Will Never Be A "Good" Time

Waiting for the “right time” to fix your broken processes, document workflows, review your fees, or finally get organized? Spoiler: it’s not coming. …

2 weeks, 5 days ago

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250. Vetting Educational Opportunities with Shannon Lamarche

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3 weeks, 1 day ago

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249. Hot Take: Stop Making Training Programs

Jennifer and Robin torch the idea that every agency needs its own homemade curriculum, pointing out that IATA rules and DMC basics don't change agenc…

3 weeks, 5 days ago

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248. Understanding Your Liability in Transactions with Megan Mack

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4 weeks, 1 day ago

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247. Hot Take: You Need Niche

Jennifer and Robin introduce Niche’s new community manager, Maddy McCutchen, and reveal what’s changing inside the community. Maddy shares how she we…

1 month ago

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