Podcast Episodes

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020: Radical Relevance: Mastering Targeted Marketing with Bill Cates

Ever wonder how you can revolutionize your business by zeroing in on a specific target market? In today's discussion, we are joined by the highly res…

2 years, 8 months ago

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[New Author Testimonial] Turn Your Years of Experience As a Financial Advisor Into A Captivating Marketing and Sales Tool

Imagine having a personal, engaging book to share with potential clients that not only represents your beliefs but also serves as a powerful marketin…

2 years, 9 months ago

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Unlocking the Power of Short Books: Authority Marketing for Financial Professionals with Paul G. McManus

Experience the power of self-publishing with "The Short Book Formula: A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal …

2 years, 9 months ago

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[Testimonial] Michael Poisson on Writing, Publishing, and Marketing His New Book.

It's my pleasure to introduce you to Michael Poisson, author of the groundbreaking new book "The ESG Data Revolution: Sustainable Fuel For Tomorrow's…

3 years ago

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019: Announcing Paul G. McManus' New Book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients"

In this episode, I discuss my new book:

"The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clien…

3 years, 1 month ago

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018: On Creating a 7-Figure Virtual Financial Practice - Tracey Spikes

Claim your free audiobook copy at: www.theshortbookformula.com

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4 years ago

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017: A Powerful Way to Build Relationships with CPAs - Liz Briggson

Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs an…

5 years, 8 months ago

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016: Key Insights Into Effectively Niching Down - Mike Jesowshek

Mike Jesowshek is the Founder of Jetro, a modern day, innovative accounting firm servicing small business owners across the country. 

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5 years, 10 months ago

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015: Going From $80 Million to $800 Million AUM - Tim Mitrovich

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering a…

5 years, 11 months ago

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014: Build a business with a narrow focus to become the best - Josh Patrick

Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is als…

6 years ago

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