Podcasts about advisors

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Mike Almberg and Max Olson, partners at Legacy Advisors. Mike and Max discuss their expertise in optimizing the value of insurance agencies, their advice to owners eyeing the next chapter in their journey, and how Legacy Advisors stands as a beacon of trust, offering clarity, and tangible results for agency owners ready to transition. Episode Highlights: Max shares that he comes from the insurance agency world and has experience in buying and selling agencies, but noticed a lack of focus on culture and long-term happiness after the sale, leading to potential regrets and dissatisfaction among colleagues. (2:27) Mike mentions that they gained valuable knowledge and best practices for selling businesses by working with larger companies and applying those practices to independent insurance agencies. (4:43) Max explains that despite some fluctuations, now is a great time for agency owners to sell as there are buyers willing to pay sizable multiples, especially for agencies with significant growth and strong back-end processes. (12:40) Mike discusses the importance of a transition period in mergers and acquisitions and the need for principals to stick around after the sale to ensure employee happiness and client satisfaction, and how buyers incentivize this through an earn-out period. (19:38) Mike believes that focusing on small improvements in business can lead to significant profit increases when it's time to sell, but it should be done more frequently than just once a year. (26:10) Max emphasizes the value of attending meetings and gaining insights from experts in the field, particularly in the context of financial management for insurance agencies. (29:38) Mike mentions that their job is to educate and provide clients with the best options, without pushing them in any specific direction, and their goal is to close transactions and build long-term relationships based on trust and mutual benefit. (40:21) Max mentions the importance of providing agencies with more information to make better-informed decisions. (44:08) Tweetable Quotes: “Our job is to educate and basically just get our clients the best options that we can so they can evaluate them.” - Mike Almberg “Anything that can be provided into the agency world, where they have a better idea about what happens in or around the time that they go through and themselves so they have more information and can make better-informed decisions, is really helpful.” - Max Olson Resources Mentioned: Mike Almberg LinkedIn Max Olson LinkedIn Legacy Advisors David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Mike Almberg and Max Olson, partners at Legacy Advisors. Mike and Max discuss their expertise in optimizing the value of insurance agencies, their advice to owners eyeing the next chapter in their journey, and how Legacy Advisors stands as a beacon of trust, offering clarity, and tangible results for agency owners ready to transition. Episode Highlights: Max shares that he comes from the insurance agency world and has experience in buying and selling agencies, but noticed a lack of focus on culture and long-term happiness after the sale, leading to potential regrets and dissatisfaction among colleagues. (2:27) Mike mentions that they gained valuable knowledge and best practices for selling businesses by working with larger companies and applying those practices to independent insurance agencies. (4:43) Max explains that despite some fluctuations, now is a great time for agency owners to sell as there are buyers willing to pay sizable multiples, especially for agencies with significant growth and strong back-end processes. (12:40) Mike discusses the importance of a transition period in mergers and acquisitions and the need for principals to stick around after the sale to ensure employee happiness and client satisfaction, and how buyers incentivize this through an earn-out period. (19:38) Mike believes that focusing on small improvements in business can lead to significant profit increases when it's time to sell, but it should be done more frequently than just once a year. (26:10) Max emphasizes the value of attending meetings and gaining insights from experts in the field, particularly in the context of financial management for insurance agencies. (29:38) Mike mentions that their job is to educate and provide clients with the best options, without pushing them in any specific direction, and their goal is to close transactions and build long-term relationships based on trust and mutual benefit. (40:21) Max mentions the importance of providing agencies with more information to make better-informed decisions. (44:08) Tweetable Quotes: “Our job is to educate and basically just get our clients the best options that we can so they can evaluate them.” - Mike Almberg “Anything that can be provided into the agency world, where they have a better idea about what happens in or around the time that they go through and themselves so they have more information and can make better-informed decisions, is really helpful.” - Max Olson Resources Mentioned: Mike Almberg LinkedIn Max Olson LinkedIn Legacy Advisors David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

Join Certified Financial Planners Greg Cooley and Bubba Labas as they discuss the predictors of a recession and why economists haven't declared one yet.

Join Certified Financial Planners Greg Cooley and Bubba Labas as they discuss how to spot and prevent elder abuse.

Join Certified Financial Planners Greg Cooley and Bubba Labas as they discuss the importance of marketing to business owners.

Join Certified Financial Planners Greg Cooley and Bubba Labas as they explain that being financially responsible and enjoying life are not mutually exclusive.

#440: Building Value-Centric Client Relationship Join this action-packed episode designed specifically to equip go-getter real estate agents like you to articulate and demonstrate unbeatable value.  Trust us, in today's insanely crowded market, the old strategies of just showing homes simply won't cut it. You've got to offer those jaw-dropping extras—imagine providing cleaning services, rolling out free dumpsters, and offering up exclusive, off-market opportunities—that unequivocally mark you as the ultimate real estate authority. Let's unwrap what's at the very heart of it all. We're talking about nailing down those four pivotal stages where you have the golden opportunity to inject extraordinary value into your client relationships: before they even think about signing on the dotted line, right in the thick of that nail-biting transaction, after the ink on the closing documents is barely dry, and extending even into ongoing, symbiotic partnerships with other industry pros. This isn't about making a quick buck from one-off real estate transactions; this is about fostering incredibly durable, long-term client relationships that don't just satisfy but continually fuel your thriving business. You absolutely don't want to miss this episode, bursting at the seams with actionable insights and concrete, real-world examples. We're going to dive deep into the details, like forming strategic partnerships with inspectors and lenders to offer unbeatable rates and massively enriching the client experience from start to finish.  So what are you waiting for? Tune in, folks, and get those engines revving, because we're about to skyrocket your real estate career to unprecedented heights!   WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

  Landaas & Company newsletter  October edition now available. Advisors on This Week's Show Kyle Tetting Art Rothschild Mike Hoelzl (with Max Hoelzl, Joel Dresang, engineered by Reuben Neese) Week in Review (Sept. 25-29, 2023) Significant Economic Indicators & Reports Monday No major releases Tuesday Housing prices reached an all-time high July, according to the S&P CoreLogic Case-Shiller home price index. The previous peak was in June 2022, after which price increases decelerated for six months. The index shows home prices up 1% from the year before. An S&P analyst said higher mortgage rates and economic weakness could offset momentum, but the breadth and strength of the July data were encouraging. The Conference Board said its consumer confidence index fell in September for the second month in a row as short-term expectations dipped below the level that historically indicates a recession in the next year. The business research group said more consumers are registering fears of a downturn as well as rising prices and political disruption. The group said it expects a shallow recession in the first half of 2024. The seasonally adjusted annual rate of new home sales fell nearly 9% in August, although it was up almost 6% from the year before. The Commerce Department reported that the median price for a new house fell 2% from the year before to $430,300. The supply of new houses rose to the highest level since March. Wednesday The Commerce Department said orders for durable goods rose in August for the fifth time in six months. The 0.2% increase was broadly distributed. A rise in defense orders offset a decline in commercial aircraft contracts. Excluding transportation equipment, orders rose 0.4%; they declined 0.7% when defense orders were excluded. Total durable goods orders were up 4.2% from August 2022. Core capital goods orders, a proxy for business investments, rose 0.9% from July and were up 10% from the year before. Thursday The U.S. economy grew at an annual pace of 2.1% in the second quarter of 2023, according to a final estimate of the gross domestic product. The rate was unchanged from a previous estimate by the Bureau of Economic Analysis and down from 2.2% in the first quarter. Measured year to year, the economy grew 2.4%. Consumer spending, which drives more than two-thirds of the economy, was slower than initially estimated. Slower spending drove the personal saving rate up to 5.2% from the previous estimate of 4.7% of disposable income. The four-week moving average for initial unemployment claims dropped for the fourth week in a row, falling to the lowest level since early February. The average was down 42% from its 56-year average, highlighting employers' continued reluctance to let workers go. The Labor Department said nearly 1.7 million Americans were claiming unemployment compensation in the latest week, down 0.5% from the week before. The National Association of Realtors said its index on pending home sales sank more than 7% in August as higher mortgage rates and low inventory diminished demand. Plans to buy houses were down nearly 19% from the year before, the trade group reported. Friday Consumer spending increased 0.4% in August, in line with gains in income for the month. Higher prices accounted for some of the spending growth. Corrected for inflation, spending was up 0.1%, according to the Bureau of Economic Analysis. The Federal Reserve's favorite inflation gauge – the Personal Consumption Expenditure index – also edged up 0.4% in August but was just 0.1% when volatile prices for energy and food were excluded. Since August 2022, the PCE was up 3.5% while the core PCE rose 3.9%, the least since May 2021. The University of Michigan's consumer sentiment index rose slightly in September, though it was down marginally from its mid-month mark. The reading of 68.1 was 16% higher than the year before, when sentiment was near a record low.

9-29-23  Markets react to USDA report  End of month & end of quarter  What are the fundamentals doing?  Yield numbers coming in  H&P Report  Gov't shutdown looming  Demand is out there just not in the U.S. yet  Water levels

Jerry Tinianow - CSO - Y on Earth Community Podcast The post Episode 145 – Jerry Tinianow, CSO & Founder, Western Urban Sustainability Advisors first appeared on Y on Earth Community.

Show Notes:Blog post by Ryan Detrick “10 things to know about a government shutdown” -https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/Tweet from Caleb Franzen -https://twitter.com/CalebFranzen/status/1706750189510230271Tweet from Callie Cox -https://twitter.com/callieabost/status/1704905602047336855Tweet from Lisa Abramowicz -https://twitter.com/lisaabramowicz1/status/1707129713452277778Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1707132840788251128Tweet from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1706786492797055305Article by Nick Maggiulli “How to Save for a House -https://ofdollarsanddata.com/how-to-save-for-a-house/

Who's better equipped to serve clients; independent financial advisors or large established companies?With the recent sale of United Capital there's been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.In this episode Richard, Adam and Derek chat about:Planning is critical for the marketAutomating to get speed to marketTech ignorance is a career warning lightTech still has no empathyGoldman Sachs as a Service (GSaaS)The similarities between military planning and financial planningThe enemy always gets a voteAnd more!Resources:Connect with Richard Lofgren on LinkedInFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

In this episode we're talking with Alain Hunkins about tension.These tensions are what leaders live in trying to balance relationships and the needed distance that allows for exacting decisions, the tension of transparency and privacy, and the tension of action and reflection.Leadership can be a boring topic, seriously, but this convo isn't and wasn't.Alain defines leadership as the performing art of getting others to work towards a shared purpose, emphasizing the impact of one's words and actions on others through 3 specific pillars that we dive deep on: connection, communication, and collaboration.  Over his 25-year career, Alain Hunkins has worked with over 3,000 groups of leaders in 27 countries, including 42 of the Fortune 100 companies. In addition to being an executive coach, leadership and team development facilitator and keynote speaker, Alain is the author of the book, CRACKING THE LEADERSHIP CODE: Three Secrets to Building Strong Leaders (published by Wiley, March 2020)Alain is a faculty member of Duke Corporate Education and serves on the Academic Board of Advisors for the New Delhi Institute of Management. Alain's work has been featured in Chief Executive, Fast Company, Inc., Training Magazine, Chief Learning Officer, and Business Insider. He's also a monthly leadership strategy contributor to Forbes Magazine. Alain is the CEO of Hunkins Leadership Group, a leadership consultancy based in Northampton, Massachusetts.Listen in now for an intentional perspective on how to handle tension and the opportunity they present in defining your leadership. Find out more about Alain here and his book, Cracking the Leadership Code.Follow him on LinkedIn.Watch his TEDx talk.Alain is offering 2 complimentary seats per company to enroll in the next 30-Day Leadership Challenge. For more info and coupon codes, email support@alainhunkins.com. 30 days starts on (publish date)! Check out all things Dia Bondi here.

Today's guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services.  In today's episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opportunities in Europe and Japan, and why he focuses on after-tax after-inflation returns.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Vinovest is a wine and whiskey investing platform democratizing access to these 'liquid' assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey.  Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

This week, co-hosts Jack and Saj dive into the transformative power of relationships. Recognizing that our personal growth, success, and mindset are deeply intertwined with our connections, this episode uncovers the significance of meticulously curating our inner circle. The old adage suggests you're shaped by the five closest people in your life. So, who are those people for you?Jack and Saj turn the spotlight onto their personal experiences, illuminating how their inner circles have defined their entrepreneurial paths. Learn from their stories, triumphs, and setbacks, and gather actionable insights on creating your circle of influence. From the attributes that signify a valuable confidant to the imperceptible ways they impact our daily decision-making, this episode is a deep dive into the symbiotic relationship between success and our interpersonal relationships.But it's not just about understanding the power of an inner circle—it's about action. This episode offers tools and strategies for entrepreneurs, guiding them on whom to include, the vital qualities to look for, and the boundaries necessary to maintain the sanctity of this inner sanctum.Whether you're at the beginning of your entrepreneurial journey or looking to redefine your personal board of advisors, Episode 58 offers invaluable guidance. Lock in, and let's redefine the narrative around relationships and success.Keywords: Inner Circle, Entrepreneurial Influence, Relationships, Personal Growth, Venture Hustles Podcast, Power of Connections, Personal Board of Advisors, Interpersonal Relationships, Success Mindset, Entrepreneurial Environment.---------------------------------------------ABOUT VENTURE HUSTLES ►Saj & Jack discuss Tech, Entrepreneurship and Startups. Venture Hustles Podcast embarks on a journey every week to explore what it takes to start and grow a company in the 21st century. No matter the industry, service, or product, there is always a formula to the steps that need to be taken in order to grow and scale a business. Find out the tricks of the trade for your industry by listening in every week as Venture Hustles brings on new guests that are industry experts and disruptors.PODCAST WEBSITE ► https://www.venturehustles.com/VIDEO VERSION OF PODCAST ►https://www.youtube.com/channel/UCN6ywjsYXZFuorUZkgHad6ACLIPS CHANNEL: https://www.youtube.com/channel/UCbIqQNLB0suyKtNwOEsRGJAADD US ON ►INSTAGRAM: https://www.instagram.com/venturehustles/TIKTOK: https://www.tiktok.com/@venturehustles #venture #venturehustles #businesspodcast #startups #startup #tech #techpodcast #entrepreneur #entrepreneurpodcast #startuppodcast #nftpodcast #nft #blockchain #startingabusiness

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week's podcast includes discussions on: -Swedish-Swiss beauty product business Oriflame, which has attracted the attention of advisors and investors after its liquidity position deteriorated following a weak first-half performance. -Key takeaways from the IPEM conference in Paris last week, where attendees discussed how inflation and high rates have limited M&A transactions. -In the primary market this past week issuers have been keen to take advantage of good market conditions and pent-up demand from investors to tighten pricing on new debt. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Ihssane Leckey has been there before, and now she wants to help you embrace diversity, promote equity, and drive inclusion to transform your organization and the world into a place where all belong. Growing up from humble beginnings in Morocco, Ihssane has always been on a mission to include everyone from the playground to the workplace. That's why she started Unity First Advisors, analyzing data and trends to make informed decisions that will set up your business or campaign for long-term success. Aggie and Cristy dive into Ihsanne's background at the Federal Reserve, her run for Congress, and how to make your workplace more inclusive for all.Learn more about Ihssane's work here: https://unityfirstadvisors.com/Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Twitter: @badass_leaders

#439: Honey Badger Q&A - Art of Agent Recruitment & Decision-Making  Ready to level up your real estate journey and become a recruiting superstar?  Buckle up for today's episode where we get real about agent recruitment. We dive deep into what makes agent recruitment more than just a numbers game; it's an art form that we've got down to a science. Learn how to hit the sweet spot between curiosity and information overload—making you the go-to person for agents looking for a breakthrough. We're not just about recruiting agents; we also unravel the vital role of frameworks and mental models in decision-making. The name of the game? Clarity, folks. Set your goals high, lock in your objectives, and don't just jump—think before you leap. Discover how mental models serve as your cheat sheet for evaluating new opportunities, all while mastering the seven-second rule for instant attention-grabbing. Get your weekly fundamentals with us and be reminded instead. This episode is your key to mastering the recruitment process, gaining crystal-clear clarity, and building lasting habits that put you on the fast track to eXp excellence.  Hit the button and listen to this podcast!    WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

One month after wildfires devastated Lahaina, Signature Travel Network decided to move forward with its annual Owners' Meeting at the Grand Wailea, located on an unaffected part of Maui.  This episode of Trade Secrets was recorded from the island. Hear from Signature CEO Alex Sharpe, travel agency owners and supplier representatives from Allianz Partners, Travel Insured International and Pleasant Holidays as they share their thoughts about promoting travel to the island. Listeners will also learn about Signature's relief efforts, and the resounding takeaway for travel advisors who have visited: Responsible, compassionate tourism is welcome on the Valley Isle. Note: Although unaffected areas of Maui have remained open to tourism, the affected areas of West Maui will officially open on Oct. 8, according to Hawaii Gov. Josh Green.  This episode is sponsored by Air France-KLM. Further resources: Coverage from Travel Weekly and TravelAge West: A visit to Maui, a month after the Lahaina fire: Aloha and welcoming hospitality for visitors As Maui thanks agents and urges travel, it plans a new marketing campaign Signature Travel Network to Proceed With Owners' Meeting in Maui On the ground in Maui: Signature's Owners' Meeting highlights ‘respectful, compassionate' tourism to the island Go, postpone, cancel or move Maui travel? Advisors share how they're managing upcoming booking Need advice? Call our hotline and leave a message: 201-902-2098 Email us: tradesecrets@travelweekly.com   Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license   See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Pete Hoekstra was US Ambassador to the Netherlands during the Trump administration. He served 18 years in the U.S. House of Representatives representing the second district of Michigan and served as Chairman and Ranking member of the House Intelligence Committee. He is currently Chairman of the Center for Security Policy Board of Advisors.  Menendez indictment. Government shutdown

#438: Boost Your Goals and Dominate Seller Lead Gen in Real Estate Are you a real estate agent hungry for a boost in your seller lead generation?  If so, today's episode is your treasure trove. We dig deep, going beyond the surface to expose the underrated art of productive networking with builder reps, wholesalers, and specialized professionals like divorce and estate attorneys. We're not merely talking about setting goals here; we're lighting a fire under them. This episode is your blueprint for not just reaching but exceeding your goals to unlock unprecedented levels of achievement. Why settle for mediocrity in family life or real estate when you can have the best of both worlds?  In this episode, we break the notion that a thriving real estate business is incompatible with family happiness. Rather, we argue that a well-run real estate venture isn't merely an asset; it's the cornerstone for achieving stability and freedom for your family. We'll guide you on how to boost your unwavering commitment to real estate, opening doors to a better future for you and your loved ones. So, if you're eager to set towering goals and provide that irreplaceable boost to every facet of your life, then this episode is your launchpad. Tune in, soak up the inspiration, and let's catalyze some extraordinary transformations together.   WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

Investories has been re-tooling to bring incredible guests and great content. Our mission is to add value and it starts now.  We need a favor. Can you share the show with one person who might find it valuable? And also write a five star review wherever you get your podcasts? There's a special prize for one listeners who does so.  Bill has worked for and advised hundreds of companies, including startups, where he has a long track record of success spanning multiple industries. Bill has been a VP of Sales eight times, twice a CMO and once a GM of a division of a $100MM IT services company before he pivoted to becoming a business growth coach in 2016. Prior to, he had five successful outcomes, two IPOs, and seven acquisitions, including a turnaround during the 2008 financial crisis. As a coach, in addition to being connected with MG 100, Women's Business Collaborative, MassMEP, Small Giants, and EforAll, Bill has earned certifications from ScalingUp, Gravitas Impact, Metronome United, Predictive Index, and The Neuroleadership Institute. Bill was also nominated for the 2021 Thinkers50 Radar Award.   Bill's experience:   Over 30 years, worked for/advised hundreds of companies including 20+ startups (10 operationally; 5 successful outcomes) 8-time startup VP, WW Sales – UK, Singapore 2-time CMO GM – Division of $120MM IT services company 2 IPOs and 7 acquisitions Coaching Experience 10+ years as a business advisor/coach MG100 Coach Board of Advisors – Women's Business Collaborative Certified 3HAG Growth coach Expertise in ScalingUp, EOS, 3×5 Coach, 5 Dysfunctions, and Neuroleadership methodologies Predictive Index Certified Partner International Speaker Certificate – Foundations of NeuroLeadership Mass Challenge Mentor Volunteer – Network for Teaching Entrepreneurship (NFTE) Author – Further, Faster – 5-star rating Bill Flynn:  Linkedin: https://www.linkedin.com/in/billflynnpublic Medium: https://medium.com/authority-magazine/bill-flynn-of-catalyst-growth-advisors-how-to-take-your-company-from-good-to-great-fe3df2fdc61f  Website: https://catalystgrowthadvisors.com/ Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Attorney Audrey Anderson from Anderson Attorneys and Advisors joins Jon Hansen to discuss the SAFE-T Act. Audrey and Jon talk about judges, the process of someone being detained, and more. To find more information about how Attorney Audrey Anderson can help you, visit www.andersonaa.com/.

  Landaas & Company newsletter  September edition now available. Advisors on This Week's Show Kyle Tetting Adam Baley Tom Pappenfus with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik Week in Review (Sept. 18-22, 2023) Significant Economic Indicators & Reports Monday No major announcements Tuesday Trends for housing starts and building permits moved in opposite directions, according to the Commerce Department. The annual pace of starts declined 11% from July, sinking to the slowest pace since June 2020. Meanwhile, permits – an indication of future housing construction – rose nearly 7% from July, though they were almost 3% below the pace in August 2022. After pent-up demand and historically low mortgage rates rallied home building to its briskest levels since 2006, activity has tapered off in the last year amid higher interest rates. The pace of single-family houses under construction slowed for the 15th month in a row. Wednesday No major announcements Thursday Labor market conditions remained robust as the four-week moving average for initial unemployment claims declined for the third week in a row. The measure was 41% below the all-time average and the lowest since February, according to data from the Labor Department, a sign of employers' continued reluctance to let workers go. Nearly 1.7 million Americans were receiving jobless benefits in the latest week, down from 5% the week before but up 30% from the year before. The annual rate of existing home sales fell 0.7% to 4 million in August, the third slowdown in three months, down 15% from the year-ago pace. The National Association of Realtors said an ongoing lack of houses for sale continued to raise prices. Inventory dropped to a 3.3-month supply, about half of what the trade association said was needed to stabilize pricing. The median sales price hit $407,100 in August, up nearly 4% from the year before. The Conference Board's index of leading economic indicators fell in August for the 17th month in a row. The index declined 0.4% from July because of weaker measures for factory orders, consumer expectations, interest rates and credit conditions. Nearly a year and a half of falling indicators prompted the business research group to forecast a “challenging growth period and possible recession,” with projections of 2.2% economic growth in 2023 and 0.8% in 2024. Friday No major announcements MARKET CLOSINGS FOR THE WEEK Nasdaq – 13212, down 497 points or 3.6% Standard & Poor's 500 – 4320, down 130 points or 2.9% Dow Jones Industrial – 33964, down 654 points or 1.9% 10-year U.S. Treasury Note – 4.44%, up 0.11 point Not a Landaas & Company client yet? Click here to learn more. More information and insight from Money Talk Money Talk Videos Follow us on Twitter. Landaas newsletter subscribers return to the newsletter via e-mail

#437: Proven Lead Gen Tactics for Your Six-Figure Real Estate Empire Feel like you're stuck grinding but not growing?  Listen up, folks—you've got to catch this episode if you're serious about lead gen and making it to six figures and beyond! We all know the hustle never stops, but you're just one click away from the lead generation strategies that could revolutionize your client base. In this eye-opening episode, we dive into game-changing lead gen tactics to supercharge your leads and amp up your real estate business. We will unwrap the untapped potential of open houses; they're not just social events, they're your secret arsenal for client acquisition. Next, we delve into networking like a pro, building relationships that serve as your referral goldmine. Ever heard of the Preferred Vendor Program? Well, consider this your intro to an infinite loop of business referrals. And let's not forget the evergreen debate: digital versus traditional methods. We give you the clarity to blend both for an unbeatable lead gen strategy. So if you're in for elevating your real estate business to the next level, you can't afford to hit pause. Subscribe, take notes, and let's turn your journey into a story of true entrepreneurial triumph!    WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

Show Notes:Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"-https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/Chart on the Vix from Topdown Charts -https://www.chartstorm.info/p/chart-of-the-day-vix-seasonalityTwitter post from Bloomberg Markets -https://twitter.com/markets/status/1703486921387708511CME FedWatch Tool -https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?Bloomberg Article, “Wall Street Comes to Grips with How Wrong It's Been in 2023” -https://www.bloomberg.com/news/articles/2023-09-17/wall-street-is-coming-to-grips-with-how-wrong-it-s-been-in-2023?Article from Nick Maggiulli, “How to Save for a House" - https://ofdollarsanddata.com/how-to-save-for-a-house/

In this engaging podcast, Kurt Thoennessen, CAPI, the host of the Private Client Risk and Resilience Podcast, invites Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors, to explore the intricate world of family governance and communication within high-net-worth families. Kurt explains his role as a certified advisor in personal insurance, emphasizing the importance of addressing risks and challenges faced by wealthy clients. Susan, a self-proclaimed "recovering attorney" and CPA with an MBA, shares insights about her firm, Wealth Legacy Advisors, and its mission to guide ultra-high-net-worth families in navigating the human aspects of wealth.The discussion delves into the concept of family governance, highlighting its role in shaping how affluent families make decisions, establish structures, and plan for future generations. Susan's real-world examples illustrate the significance of family governance in preventing potential conflicts and chaos as families grow and evolve. She describes various techniques, such as family councils and family assemblies, which provide frameworks for decision-making and representation within wealthy families.The conversation emphasizes the critical role of effective communication in addressing complex issues related to wealth, legacy, and family dynamics. Susan and Kurt explore the challenges faced by affluent families, from raising children in an atmosphere of wealth to navigating philanthropy and addressing concerns about potential heirs' marriages and creditor claims.Throughout the transcript, Susan underscores the value of addressing these "soft issues" in wealth management, demonstrating how caring about clients' holistic well-being fosters lasting relationships. This podcast transcript offers profound insights for advisors, highlighting the importance of focusing on the human aspects of wealth when assisting high-net-worth families in building legacies and maintaining family harmony.

What would you say if we told you that life insurance isn't just for the married-with-kids demographic? That's right - it's time to debunk some common misconceptions about life insurance, whether you're single, hitched without kids, or simply under the impression that it's too expensive. We can't emphasize enough how crucial this financial tool is, not only as a means to leave a legacy or settle debts but also to extend support to your favorite charities posthumously. There's always a policy out there, tailored to fit your budget and unique requirements.But don't worry, it's not all serious business here at Dad's Sense. We'll also keep you entertained with our attempts at humor that even a four-year-old can appreciate. So join us, learn a little, laugh a little, and let's empower your finances together.

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:What You Need to Know About Booking 2024 Official Olympic Travel PackagesTravel Suppliers With the Best Commissions for Travel AdvisorsTips for Travel Advisors to Build Stronger Relationships and Higher Profits As heard on Excess Baggage:Disney Closes and Reopens Sections of Magic Kingdom After Bear Spotted on PropertySouthwest Airlines Strike Seems ImminentNexion is on pace to deliver a record number of leadsBookings open for the Viking SobekAre Cannabis Cafes Coming to California?Iguazu National Park to Close Several Dates This FallU.S. Travel Spend Returns to Pre-Pandemic LevelsSee omnystudio.com/listener for privacy information.

Episode #339: Welcome to the latest episode of the Let's Go Win Podcast with your host, JM Ryerson. Dive deep into the world of leadership as we're joined by the charismatic Alain Hunkins. Discover the three pillars of impactful leadership: connection, communication, and collaboration. Alain masterfully unravels these secrets through captivating stories, offering listeners both entertainment and profound insights. Whether you're a budding leader or a seasoned pro, this episode promises to transform your leadership approach. Tune in and empower your leadership journey with actionable takeaways!Bio:Alain Hunkins helps leaders, teams and companies achieve performance goals easier.Over his twenty-five-year career, Alain has worked with over 3,000 groups of leaders in 27 countries, including 42 of the Fortune 100 companies. In addition to being an executive coach, leadership and team development facilitator and keynote speaker, Alain is the author of the book CRACKING THE LEADERSHIP CODE: Three Secrets to Building Strong Leaders (published by Wiley, March 2020)Alain is a faculty member of Duke Corporate Education and serves on the Academic Board of Advisors for the New Delhi Institute of Management. Alain's work has been featured in Chief Executive, Fast Company, Inc., Training Magazine, Chief Learning Officer, and Business Insider. He's also a monthly leadership strategy contributor to Forbes Magazine. Alain is the CEO of Hunkins Leadership Group, a leadership consultancy based in Northampton, Massachusetts.Contact Alain:Website: https://alainhunkins.comLinkedIn: https://www.linkedin.com/in/alainhunkins

#436: Agent to CEO Live - Your Blueprint to CEO Success with Steeve Freeman  Are you ready to make your mark in the world of real estate and take the reins of your career? Look no further! Join us for an episode that's packed with actionable insights to transform you into the CEO of your real estate empire. Together, we dive deep into the essential skills and mindsets required for real estate triumph. Get ready to unlock the keys to clarity, self-awareness, and strategic decision-making. Discover how taking breaks isn't just a luxury; it's a necessity for maintaining your mental well-being. Learn how to guide and coach others toward their goals, the power of a positive attitude, and the art of adaptation in a dynamic market. Our guest's journey from agent to CEO is a testament to leadership and vision. You won't just gain insights; you'll walk away with a clear action plan. We share action items to supercharge your business, from building a dream team to leveraging opportunities in the market.  Your journey to becoming a real estate titan starts here. Don't miss out—subscribe now and let's kickstart your transformation into the CEO you're meant to be!

This episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here. Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street. Content Highlights The guest provides his views of contrarian investing and how he uses it (1:27); Examples of blaring contrarian signals from past cycles (9:00); The Fed is likely to stay hawkish (13:14); The 'Rule of 3' in contrarian investing as illustrated in a story from early in the guest's career (16:37); His views on cryptos (24:13); Background on the guest (30:01); Sports betting is an efficient way to lose money, unless you're running the book. But sometimes there are sometimes contrarian opportunities (37:46); What keeps the guest up at night? Nothing in particular, though stocks are probably overbought even after the recent sell-off (45:17). For more on the guest and his firm, visit the website AnacapaAdvisors.com.

Investories has been re-tooling to bring incredible guests and great content. Our mission is to add value and it starts now.  We need a favor. Can you share the show with one person who might find it valuable? And also write a five star review wherever you get your podcasts? There's a special prize for one listeners who does so.  Bill has worked for and advised hundreds of companies, including startups, where he has a long track record of success spanning multiple industries. Bill has been a VP of Sales eight times, twice a CMO and once a GM of a division of a $100MM IT services company before he pivoted to becoming a business growth coach in 2016. Prior to, he had five successful outcomes, two IPOs, and seven acquisitions, including a turnaround during the 2008 financial crisis. As a coach, in addition to being connected with MG 100, Women's Business Collaborative, MassMEP, Small Giants, and EforAll, Bill has earned certifications from ScalingUp, Gravitas Impact, Metronome United, Predictive Index, and The Neuroleadership Institute. Bill was also nominated for the 2021 Thinkers50 Radar Award.   Bill's experience:   Over 30 years, worked for/advised hundreds of companies including 20+ startups (10 operationally; 5 successful outcomes) 8-time startup VP, WW Sales – UK, Singapore 2-time CMO GM – Division of $120MM IT services company 2 IPOs and 7 acquisitions Coaching Experience 10+ years as a business advisor/coach MG100 Coach Board of Advisors – Women's Business Collaborative Certified 3HAG Growth coach Expertise in ScalingUp, EOS, 3×5 Coach, 5 Dysfunctions, and Neuroleadership methodologies Predictive Index Certified Partner International Speaker Certificate – Foundations of NeuroLeadership Mass Challenge Mentor Volunteer – Network for Teaching Entrepreneurship (NFTE) Author – Further, Faster – 5-star rating Bill Flynn:  Linkedin: https://www.linkedin.com/in/billflynnpublic Medium: https://medium.com/authority-magazine/bill-flynn-of-catalyst-growth-advisors-how-to-take-your-company-from-good-to-great-fe3df2fdc61f  Website: https://catalystgrowthadvisors.com/ Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Austyn and Zak also delve into the decision-making process about purchasing real estate. 

There are pros and cons in selling to a private equity firm versus a strategic buyer which we are not going to get into here today. But one thing Private Equity firms are known for is how thorough they can be in performing due diligence on a business they are interested in acquiring.Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Selling a business is more than just finding the right buyer; it's about taking the necessary steps to effectively prepare for this major transition. In this episode, A.J. welcomes Kirk Michie from Candor Advisors to discuss the six key steps for a successful business sale. They talk about the importance of understanding your purpose in business, why entrepreneurs need to be more open to outside help, and the indispensable role that trusted financial advisors can play when you're looking to sell your business.About Kirk Michie:Kirk Michie is the Founder and currently the Managing Partner of Candor Advisors, a company providing transaction advisory services to successful founder-led businesses. With 30+ years of industry experience, Kirk has built an exceptional career in strategic planning, investment, and legacy preservation. He has leveraged his entrepreneurial wisdom to guide business owners, entrepreneurs, and high-net-worth families through complex financial decisions. He has an impressive record, having managed over $1 billion in capital allocation and assessed over 2,000 direct investments. Kirk is also the Founder of EBITDA University, which offers learning programs about selling businesses. Kirk is not just a financial advisor but a thought leader, having spoken at numerous prestigious events and organizations, including Association for Corporate Growth events, Vistage, and Entrepreneurs Organization gatherings.Episode highlights: Entrepreneurs often find it hard to seek advice, especially when they're faced with crucial inflection points in their business growth. However, if you want to achieve the right outcome for you, whether that's the most money or the best legacy control, asking for help and finding a trustworthy person to lean on throughout the process is a necessary step. (05:09) Effective communication is essential in every business aspect, and selling a business is no exception. One powerful technique that can significantly impact your business exit outcome is Neuro-linguistic Programming (NLP). It offers great tools for comprehending different communication styles and processing modes, leading to better mutual understanding and more successful sales outcomes. (09:52)  When you're hiring an advisor for a capital event, it's essential to look for someone whose expertise combines three different skill sets for different parts of the sales process. According to Kirk, the most successful sales outcomes happen with advisors who play these three roles: guru, guide, and gladiator.. (16:10) There are six key steps that lead to a successful business sale: knowing your why, matching a buyer's why with yours, professionalizing financials, not giving up too much too soon, seeking guidance from experts, and having reasonable expectations. (24:19) Finding your ‘why' is essential when preparing to sell your company or take on investment capital. Understanding this will help you optimize your financial sale or process, ultimately leading to a successful sale and a smooth transition. (33:15) Kirk's best advice for entrepreneurs:“If you're the entrepreneur and you're selling, you're still Don Quixote, we're Sancho Panza. It is your hero's journey. But the critical thing is pick your Guru Guide Gladiator and lean on them. That doesn't mean stop listening to other good advice that you've used to build your business, but lean on that person for their experience, their scar tissue, their perspective. Because if you've found the right advisor, you're going to get to the right outcome for you, whether that's the most money, the best terms, the best legacy control, you're going to get to the right outcome if you collaborate the right way on your sale.” (05:54) Connect with Kirk:  LinkedIn Instagram YouTube Resources Mentioned: Use the code ‘B8FP' to receive a 25% discount off any EBITDA University program Candor Advisors Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek Follow Beyond 8 Figures: Linkedin Twitter Website Affiliate Disclaimer: Some links in this episode are affiliate links. If you make a purchase through these links, we may earn a commission at no extra cost to you. Rest assured, we only promote products/services we believe will benefit your entrepreneurial journey. 

#435: Expert Mentors Live - Is It Time to Restart Your Real Estate Career? With Tammy Pack  Get ready to dive deep into a transformative episode that's more than just about real estate—it's your life's next-level masterclass.  We're featuring the indomitable Tammy Pack, author of "Stop Waiting to Die: A Guide to Mastering the Art of the Restart." We're going way beyond property deals and commissions; we're talking real-life disciplines that shift your universe! We're gonna school you on the power of self-awareness, and how sometimes, your biggest life coach can be your own kid. Learn to see yourself reflected in the most innocent eyes and make those necessary life pivots.  Feeling stuck? Swamped with details and missing the big picture? This is your wake-up call, folks! Time to drop the fear and overwhelm. Let's unwrap actionable strategies you've probably overlooked—like good ol' handwritten notes and some savvy seller financing techniques. These aren't just tips; they're your toolkit for breaking barriers in a saturated market. So, what are you waiting for? It's time to seize this moment! Stop holding yourself back, gain clarity, and start on your path to crushing it. Time's ticking, let's make it happen!   WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

In this episode, we dive into the world of FinTech and how it is shaping the investment and financial planning industry. Our guest shares insights on the best tech tools and investment approaches that are making a significant impact in the market. We also discuss the importance of staying up-to-date with the latest trends, such as AI, and how it can benefit both advisors and clients. Join us as we explore the future of technology in finance and the unique approach our guest's company is taking to support tech workers. Don't miss out on this informative and thought-provoking conversation! Eric is a highly experienced professional in the tech industry, with a career spanning 18 and a half years at Amazon. Currently, he serves as the managing principal at Prospero Wealth, where he oversees investments and ensures an exceptional client experience. With 23 years of experience in the tech industry, Eric has established himself as a trusted advisor for tech workers and business owners, helping them navigate the complexities of investing. His credentials include his role as the managing principal at Prospero Wealth, his extensive experience at Amazon, and his dedication to assisting tech professionals in achieving their financial goals. Eric's ethos revolves around providing personalized and strategic investment solutions, tailored to the unique needs of his clients. Through his expertise and commitment to excellence, Eric has become a respected figure in the tech and finance

Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.

Heather Kindred, vice president-business development and education for Nexion Travel Group, talks with James Shillinglaw of Insider Travel Report about how Nexion trains and educates newbie travel advisors and more experienced advisors. For newbies, Kindred uses Travel Leaders of Tomorrow, a program that introduces the travel advisor profession, and one that is available to all potential advisors. For more information, visit www.nexion.com or www.travelleadersoftomorrow.com.  If interested, the original video of this podcast can be found on the Insider Travel Report Youtube channel or by searching for the podcast's title on Youtube.

On this episode, host Sima Vasa is joined by Dr. Loubna Bouarfa, CEO and Founder of OKRA.ai and Member of the Board of Advisors of the Oxford Internet Institute, who shares her unique perspective on the ethical questions around the increasing capabilities of AI technology. Sima and Dr. Bouarfa discuss the following: - How different business models can leverage new technologies to either improve or harm society. - Why transparency in AI development and implementation is essential to maintaining consumer protections. - How aligning the incentives of regulatory bodies and technology developers can create natural safeguards against harmful business models.  - The neutral nature of technology and the potential it holds for both positive and negative implementation. Dr. Bouarfa's work puts her on the frontier of technological development and gives her a unique insight into the future of data acquisition and consumer privacy as new AI tools are rolled out. - OKRA.ai - Oxford Internet Institute - Sima Vasa - Infinity Squared - Infinity Squared - LinkedIn Thanks for listening to the Data Gurus podcast, brought to you by Infinity Squared. If you enjoyed this episode, please leave a 5-star review to help get the word out about the show, and be sure to subscribe so you never miss another insightful conversation. #Analytics #MA #Data #Strategy #Innovation #Acquisitions

#434: Honey Badger Q&A - From Agent Attraction to Lead Gen Mastery  Elevate your real estate career!  We're about to dive deep into the real game-changers—Agent Attraction strategies that can propel your success to new heights. You're not just another agent; you're destined to be a future CEO, and within Honey Badger Nation, you'll find the fertile ground for your growth. Agent Attraction here isn't just a buzzword; it's the blueprint for reaching your coveted six-figure revenue. Whether you find yourself navigating the complexity of Agent Attraction or yearning for a dependable lead generation strategy, this episode serves as your guiding star. Here, we don't offer mere talk; you'll gain access to actionable advice, exclusive invitations to game-changing events like Rock and Rescue and EXPCON, and the keys to unlock the potential of the Honey Badger app—a treasure trove for those committed to mastering Agent Attraction. Dive into this episode's treasury of insights meticulously designed to conquer each stage of your business's growth journey. Regardless of whether you're a newcomer or a seasoned pro, this episode equips you with the tools, the clarity, and the daily wins you've been yearning for. So don't hesitate any longer. Let's make it happen—your voyage to CEO status commences right here, right now.   WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

Investories has been re-tooling to bring incredible guests and great content. Our mission is to add value and it starts now.  We need a favor. Can you share the show with one person who might find it valuable? And also write a five star review wherever you get your podcasts? There's a special prize for one listeners who does so.  Bill has worked for and advised hundreds of companies, including startups, where he has a long track record of success spanning multiple industries. Bill has been a VP of Sales eight times, twice a CMO and once a GM of a division of a $100MM IT services company before he pivoted to becoming a business growth coach in 2016. Prior to, he had five successful outcomes, two IPOs, and seven acquisitions, including a turnaround during the 2008 financial crisis. As a coach, in addition to being connected with MG 100, Women's Business Collaborative, MassMEP, Small Giants, and EforAll, Bill has earned certifications from ScalingUp, Gravitas Impact, Metronome United, Predictive Index, and The Neuroleadership Institute. Bill was also nominated for the 2021 Thinkers50 Radar Award.   Bill's experience:   Over 30 years, worked for/advised hundreds of companies including 20+ startups (10 operationally; 5 successful outcomes) 8-time startup VP, WW Sales – UK, Singapore 2-time CMO GM – Division of $120MM IT services company 2 IPOs and 7 acquisitions Coaching Experience 10+ years as a business advisor/coach MG100 Coach Board of Advisors – Women's Business Collaborative Certified 3HAG Growth coach Expertise in ScalingUp, EOS, 3×5 Coach, 5 Dysfunctions, and Neuroleadership methodologies Predictive Index Certified Partner International Speaker Certificate – Foundations of NeuroLeadership Mass Challenge Mentor Volunteer – Network for Teaching Entrepreneurship (NFTE) Author – Further, Faster – 5-star rating Bill Flynn:  Linkedin: https://www.linkedin.com/in/billflynnpublic Medium: https://medium.com/authority-magazine/bill-flynn-of-catalyst-growth-advisors-how-to-take-your-company-from-good-to-great-fe3df2fdc61f  Website: https://catalystgrowthadvisors.com/ Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Welcome back listeners to Dealer Talk with Jen Suzuki pod!

The second in our "Beyond the Bricks and Mortar" series with our Board of Advisors. We are joined by Bob Fredrickson, President of CBC Danforth in Washington State. Bob digs deep into the idea that Simplicity is genius in CRE. He talks about his approach to the business, how a new agent can find success early, and how seasoned agents can earn more business. Focusing on relatinonships and shifting your focus from what you have always done, to where the opportunity will be 2 years from now. A true professional in the field, tune in to hear Bob's wisdom and tactics to grow your business and skill.

Investories has been re-tooling to bring incredible guests and great content. Our mission is to add value and it starts now.  We need a favor. Can you share the show with one person who might find it valuable? And also write a five star review wherever you get your podcasts? There's a special prize for one listeners who does so.  Bill has worked for and advised hundreds of companies, including startups, where he has a long track record of success spanning multiple industries. Bill has been a VP of Sales eight times, twice a CMO and once a GM of a division of a $100MM IT services company before he pivoted to becoming a business growth coach in 2016. Prior to, he had five successful outcomes, two IPOs, and seven acquisitions, including a turnaround during the 2008 financial crisis. As a coach, in addition to being connected with MG 100, Women's Business Collaborative, MassMEP, Small Giants, and EforAll, Bill has earned certifications from ScalingUp, Gravitas Impact, Metronome United, Predictive Index, and The Neuroleadership Institute. Bill was also nominated for the 2021 Thinkers50 Radar Award.   Bill's experience:   Over 30 years, worked for/advised hundreds of companies including 20+ startups (10 operationally; 5 successful outcomes) 8-time startup VP, WW Sales – UK, Singapore 2-time CMO GM – Division of $120MM IT services company 2 IPOs and 7 acquisitions Coaching Experience 10+ years as a business advisor/coach MG100 Coach Board of Advisors – Women's Business Collaborative Certified 3HAG Growth coach Expertise in ScalingUp, EOS, 3×5 Coach, 5 Dysfunctions, and Neuroleadership methodologies Predictive Index Certified Partner International Speaker Certificate – Foundations of NeuroLeadership Mass Challenge Mentor Volunteer – Network for Teaching Entrepreneurship (NFTE) Author – Further, Faster – 5-star rating Bill Flynn:  Linkedin: https://www.linkedin.com/in/billflynnpublic Medium: https://medium.com/authority-magazine/bill-flynn-of-catalyst-growth-advisors-how-to-take-your-company-from-good-to-great-fe3df2fdc61f  Website: https://catalystgrowthadvisors.com/ Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Pete Hoekstra was US Ambassador to the Netherlands during the Trump administration. He served 18 years in the U.S. House of Representatives representing the second district of Michigan and served as Chairman and Ranking member of the House Intelligence Committee. He is currently Chairman of the Center for Security Policy Board of Advisors. How about UAW strike?  Americans are hurting and workers are demanding change. Bidenomics really destroying the middle class. 

Over the past few years, more and more voters have cited “action on climate” as a reason for voting the way they do.But here's the thing: lots of voters who are registered, and even those who do vote in presidential elections – don't turn out for midterms.Much less for state and local races.Millions of registered voters who list the environment or climate as their most important issue do the same. Success might not actually be about identifying and focusing on one specific issue, campaign, or candidate. It might come down to how we want to see ourselves, why we wear those little “I Voted” stickers, how we identify, and our behaviors.And that's what the Environmental Voter Project is all about, and why we are rerunning our 2022 conversation with Nathaniel Stinnett.Nathaniel founded the Environmental Voter Project in 2015 after over a decade of experience as a senior advisor, consultant, and trainer for political campaigns and issue-advocacy nonprofits, and he sits on the Board of Advisors for MIT's Environmental Solutions Initiative. He's here to help me understand the EVP's mission and tactics, and how we can help them achieve their goal of turning out more climate-focused voters this year and in the years to come.-----------Have feedback or questions? Tweet us, or send a message to questions@importantnotimportant.comNew here? Get started with our fan favorite episodes at podcast.importantnotimportant.com.-----------INI Book Club:The Overstory by Richard PowersFind all of our guest recommendations at the INI Book Club: https://bookshop.org/lists/important-not-important-book-clubLinks:Follow Nathaniel on TwitterVolunteer with the Environmental Voter Project today!Follow the Environmental Voter Project on TwitterFollow us:Subscribe to our newsletter at importantnotimportant.comFollow us on Twitter: twitter.com/ImportantNotImpSubscribe to our YouTube channelFollow Quinn: twitter.com/quinnemmettEdited by Anthony LucianiProduced by Willow BeckIntro/outro by Tim Blane:

We're talking with Jason Smith and Dave Alison, the CEO and COO, respectively, of Clarity 2 Prosperity. Together, they explain how the techniques described in Jason's book, The Bucket Plan, take an intangible service like financial planning and turn it into a process that prospects can experience and understand. The basic principles that inform their tactics are ones that professionals in any industry who sell complicated services or intangible products can use to move prospects forward in the sales process. When you listen, you'll learn four steps you can use to package your wisdom into a process clients can understand, a simple technique to dramatically increase your clients' engagement while enhancing your authority and credibility, and the power of stories, analogies, and visuals to eliminate confusion and persuade an audience.  Be sure to check out our show notes at staypaidpodcast.com for more in-depth information and added details not included in the episode. Connect | Resources ·      The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason Smith ·      Free e-book: “Lead Generation for Financial Advisors” ·      You can get more free resources, including lead magnets and additional e-books, by visiting our Resource Library. We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites.   0:00     Introduction 1:17     Jason and Dave's backstory 2:00     Origins of the Bucket Plan 4:41     Selling a 4-step, tangible process 8:35     Visualization | Let clients see the process 11:11   Advisors #1 job is to simplify 16:00   The impact of simplicity [Golden Nugget] 17:39   The psychology of engaging your clients 19:37   A structured process is scalable 20:42   Using the process for lead generation 23:11   Book recommendations 28:00     Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/ I Insurance agent looking for your own personally branded magazine? Visit: https://remindermedia.com/staypaidfinancial/

Topics discussed include: *A breakdown of the Concurrent Advisors value proposition, the firm's evolution, and goals for the future.  *Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous. *The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has impacted advisor entrepreneurial success. *How working with Fidelity and Schwab has amplified Concurrent's ability to support advisors who have strong entrepreneurial motivations. This episode is packed with information that every financial advisor will benefit from. Listen closely as Frank and Nate share tactical growth strategies advisors can use now to assure future success.