Podcasts about financial advisors

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Professional who renders financial services to clients

  • 2,499PODCASTS
  • 8,206EPISODES
  • 30mAVG DURATION
  • 3DAILY NEW EPISODES
  • Jul 6, 2022LATEST

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    Best podcasts about financial advisors

    Show all podcasts related to financial advisors

    Latest podcast episodes about financial advisors

    Better Wealth with Caleb Guilliams
    Responding To "Whole Life Insurance is a SCAM"

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jul 6, 2022 6:15


    In this podcast I am giving my response to Todd Baldwen's critique of whole life insurance in his video, "Confessions of A life insurance agent - whole life is a scam". Original video - https://youtu.be/7YlferjOL8o (https://youtu.be/7YlferjOL8o)  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    Blink of an Eye
    Season 3: Episode 7: Patience, Jedi Master

    Blink of an Eye

    Play Episode Listen Later Jul 5, 2022 107:48


    Season 3: Episode 7: Patience, Jedi Master   Another series of medical twists and turns sends Archer into surgery. This time, due to a serious sinus infection. As Louise prays the rosary, she contemplates miracles, the potential for transformational healing and the spiritual holy water from Lourdes, France. In this episode of Blink of an Eye, join Louise in exploring the paradoxes of crisis, the brain's reactions to trauma and numbness, Louise's thoughts on love and neuroplasticity, and with her youngest sister, Lillian, in sharing memories of the creation of a healing sanctuary in a hospital room and why it matters for medical staff. Louise also shares some unexpected encounters that may have you considering your various friendships as well.     In this episode, you'll hear interview excerpts from:   Lillian Phipps Johnston, Louise's younger sister from Chicago. Lillian had a large part in creating another healing sanctuary, this time in Atlanta, complete with posters, his art and other contributions from loved ones. Kathy Armstrong, a Financial Advisor with Heritage Financial and dear friend. She returned to Louise for Archer's healing what Louise had given to her years ago for her own, the holy healing water from Lourdes. Deidre Provosty Jasmin, Louise's close college friend and one of the Atlanta Angels, who came to visit Louise as Archer was undergoing another complicated surgery. She and Louise speak about the story behind the rosary Dede pulled out of her purse, and the powerful moment of prayer in the hospital waiting room.   Our theme music is by Victoria Vox.    Music in this episode is:   Emotional Piano Improvisation by Alexander Nakarada Link: https://filmmusic.io/song/6199-emotional-piano-improvisation License: https://filmmusic.io/standard-license   Emotionalism by Alexander Nakarada Link: https://filmmusic.io/song/5867-emotionalism License: https://filmmusic.io/standard-license   Falling Stars - Nature Sounds by Agnese Valmaggia Link: https://filmmusic.io/song/6329-falling-stars-nature-sounds License: https://filmmusic.io/standard-license   Emotional Nostalgic by MusicLFiles Link: https://filmmusic.io/song/8541-emotional-nostalgic License: https://filmmusic.io/standard-license   Blink of an Eye Podcast is sponsored by I C THAT — The Integrative Center for Trauma Healing, Advocacy and Transformation: a non-profit created as a national resource to help change the way we respond to Spinal Cord Injury to include trauma healing approaches for families and medical teams across the U.S.  I C THAT provides a national team of SCI specialized doctors for expert opinions in the first hours of crisis, a Multidisciplinary Family Support & Navigation Team for SCI families lead by SCI families for the first 30 days of crisis, and a National Resource Library of trauma informed responses for the first hours and days after injury specialized for families, friends and SCI medical staff. I C THAT also offers a Registry of Medically Unexpected SCI Recoveries.  I C THAT will host the inaugural conference The Science of Trauma: Hope for Trauma Healing October 5, 2022.  To donate and find out more, visit www.ICTHAT.org.   To find out more about Archer, Louise, and this podcast, visit the websites blinkofaneyepodcast.com, BaltimoreMediation.com and BeingRelational.com. Follow us on Instagram and Facebook @blinkofaneyepodcast. Our Twitter is @blinkofaneyepod.    Make sure to subscribe wherever you get your podcasts.   You can become a member of our Patreon community and see extra Blink of an Eye content and bonus episodes at: www.patreon.com/blinkofaneyepod.    To see some of Archer's artwork, check out www.slimeyard.com.    #hopeforeverything   #obtaineverything #lovehealstrauma

    Wealth Without Bay Street
    122. 7 Steps To Becoming Your Own Banker

    Wealth Without Bay Street

    Play Episode Listen Later Jul 5, 2022 21:48


    FREE report 7 Simple Steps to Becoming Your Own Banker -  http://7steps.ca/    Wealth Without Bay Street EPISODE 122: On today's episode of Wealth Without Baystreet, Richard and Jayson walk you through 7 easy steps that you can follow to become your own banker.   IN THIS EPISODE, YOU WILL LEARN:  0:00 Introduction 1:54 Set Yourself in a Strong Foundation 6:21 Brief Runthrough the Seven Steps 8:51 Reading Through Nelson's Book Well 12:08 Different Learning Methods Makes it Engaging 15:02 You Can Decide When to Call it Quits 16:29 You Will Need the Book  19:37 Bonus Steps After  

    Financial Advisor Success
    Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane

    Financial Advisor Success

    Play Episode Listen Later Jul 5, 2022 77:29


    Patrick Kilbane is a Partner and Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida that oversees $800 million in assets under management for 350 client households. After stepping away from a successful career as a family law attorney, Patrick transitioned into becoming a financial advisor who specializes in divorce with a unique value-add of being able to work collaboratively with his former legal colleagues. In this episode, we talk in-depth about this transition, including how he leverages the professionalism, trust, and connections he built as a lawyer.  Listen in as Patrick shares how he utilizes his knowledge of the law to offer specialized assistance to divorcing clients so they can better prepare for meetings with their lawyers during divorce proceedings. You will learn when he realized his interest in personal finance, the ways passive income can impact one's life, and more.  For show notes and more visit: https://www.kitces.com/288 

    The Model FA
    The Nobility of Financial Advisors with Ray Sclafani

    The Model FA

    Play Episode Listen Later Jul 5, 2022 52:00


    Ray Sclafani is the Founder and CEO of ClientWise, a business and executive coaching firm working exclusively with high-performing financial advisory teams. He is a professional certified coach who holds a Master Certification in Neuro-Linguistics. In addition to being a public speaker sought after by industry leaders, Ray is the author of You've Been Framed, a step-by-step guide that helps financial firms achieve profitability and sustainability. Before founding ClientWise, Ray worked at AllianceBernstein for over 20 years, serving as its Managing Director before launching his own company. Ray joins us today to discuss the nobility of being a financial advisor. He explains how financial advisors can make an impact beyond their clients' lives and discusses building a relationship with the next generation of clients. He reveals the questions every financial advisor should ask during their client reviews and describes the unintended consequences advisors face when they become “accidental owners.” Ray also highlights the importance of succession planning for financial advisors and underscores the power of raising powerful next-gen teams.   “When an advisor makes a difference in the life of a client, they have a multigenerational impact on that client and their family. And that ripple effect is noble.” - Ray Sclafani   This week on The Model FA Podcast: Ray's background in asset management and his transition to the consulting business The multigenerational ripple effect and the nobility of financial advisors Engaging and building a relationship with the next generation of clients The ‘fee on AUM' model and the questions financial advisors should ask in client reviews The ClientWise Risk Assessment and why it's tough to segment clients based on revenue The “accidental owner” and how financial advisors get into the profession Succession and merger planning for financial advisors How financial advisors can communicate their succession plans for clients The shifts ClientWise had to make in the face of COVID-19   Resources Mentioned: Book: Think Again: The Power of Knowing What You Don't Know by Adam Grant   Our Favorite Quotes: “Your business grows by increasing your value proposition on things you aren't compensated to do. People are attracted when you have a vested interest in them.” - David DeCelle “We need to help advisors think about the shifts taking place in the industry, what the next five years ahead look like, and how they can take advantage of the opportunities.” - Ray Sclafani “Your options increase the sooner you think about succession. Doing so gives you time to raise the next generation.” - David DeCelle   Connect with Ray Sclafani: ClientWise Book: You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships ClientWise on LinkedIn ClientWise on Instagram ClientWise on Facebook ClientWise on Twitter Ray Sclafani on LinkedIn   About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

    CFO at Home
    Bonus - Grilling Tips (nothing to do with money)!

    CFO at Home

    Play Episode Listen Later Jul 4, 2022 3:00


    One of my upcoming guests, James Woodall of Woodall Wealth Management, is not only a Certified Financial Planner and experienced Financial Advisor, he's also a grillmaster. In honor of the Independence Day holiday here in the US, here are a few of James' grilling tips.

    Financial Advisor Marketing Podcast
    What Is A Good Financial Advisor Marketing Budget?

    Financial Advisor Marketing Podcast

    Play Episode Listen Later Jul 4, 2022 20:54


    How much should you budget for your marketing? If you go on the internet, you'll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend.  But the truth is: Financial advisors don't need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget.  In this episode, you'll find out exactly how to turn your marketing into a client magnet—even if you never budget.  Want to stop worrying about your money and start getting clients? Listen now!  Show highlights include:  Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58) The “maybe you're just better” reason you shouldn't take marketing budget advice from the internet. (6:55) How mastering cold calls can hurt your business (even if it attracts clients) (12:21) The “Reinforcing feedback loop” that unleashes exponential growth in your business. (15:07) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

    The Nifty Show: Digital Collectibles and NFTs Podcast
    NFT NYC 2022 Recap! - The Nifty Show #171

    The Nifty Show: Digital Collectibles and NFTs Podcast

    Play Episode Listen Later Jul 2, 2022 35:21


    Travis and Joel are back from the world's largest NFT conference, NFT NYC 2022. This episode features a recap of the event and photos from backstage at Radio City Music Hall.  Full show notes: nifty.show/171  SUBSCRIBE, RATE, & REVIEW: iTunes: http://badco.in/itunes Spotify: http://badco.in/spotify Stitcher: http://badco.in/stitcher Google Play: http://badco.in/play Soundcloud: http://badco.in/soundcloud YouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: Twitter: @BadCrypto - @TheNiftyShow - @JoelComm - @TeeDubya Facebook:  /BadCrypto - /JoelComm - /teedubyaw LinkedIn: /in/joelcomm - /in/teedubya Instagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research.  Neither Joel Comm, Zach Comm nor Travis Wright are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency.  We make NO RECOMMENDATIONS.  Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt.  You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations. See omnystudio.com/listener for privacy information.

    Idaho's Money Show
    Week in Review (June 27 - July 1)

    Idaho's Money Show

    Play Episode Listen Later Jul 1, 2022 13:41


    Growth stocks are looking grim, CPA's are cheating on their final exams, falling vehicle quality, and supply chains.   Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.com https://www.treecityadvisors.com

    Investing Insights
    Will Robo-Advisors Take Over the (Financial) World?

    Investing Insights

    Play Episode Listen Later Jul 1, 2022 14:43


    In this week's podcast, Amy Arnott and Susan Dziubinski tell you what you need to know before hiring a robo-advisor, and Keith Reid-Cleveland shares five questions you should ask a financial advisor.

    Wholesaling Houses Elite
    Rod Brown - How to Sell Your business twice for Millions

    Wholesaling Houses Elite

    Play Episode Listen Later Jul 1, 2022 82:39


    Rod Brown is a serial entrepreneur who has co-founded three companies, over the past decade, that were all bootstrapped and all grew from zero to 7 figures.  The software company OnceLogix, landed on the Inc. 5000 list in 2016, 2017, 2018, 2019, 2020 and The Forbes Small Giants list in 2017.   Born in the small coastal city of Wilmington, N.C., Brown worked in the financial services industry. Upon graduating with a B.A. in Information Systems from Winston-Salem State University, he began working at Wachovia Bank, which is now a part of the Wells Fargo Company. He began at Wachovia, working in the bank's Operations Division, in which he led several Cash Management Services groups. He left Wachovia as a Vice President in its Wealth Management Division, as a Financial Advisor to co-found his own company.   Brown co-founded the software company OnceLogix, LLC in 2005 with Trinity Manning and Ty McLaughlin. As a result, they developed Sharenote.com (www.sharenote.com), a fast-growing, web based tool used by behavioral healthcare companies in the Southeast. What started out as a tool to help Behavioral Healthcare Clinicians manage notes about their patients is becoming a sought-after Practice Management tool for behavioral healthcare firms. After seeing the success of ShareNote.com, Brown and his partners are aiming to expand the business to help offer a more streamlined management system for a host of business professions and their respective industries.   Brown has recently ventured into the logistics and transportation business by Greenwood Logistic Solutions, LLC. This company has plans to disrupt transportation and logistics, while building this driver centric brand.    Brown travels the country training and coaching in the areas of entrepreneurship and Leadership. He most recently co-founded ‘The Small Business Cookout', a company dedicated to the advancement of minority and women owned businesses through education, skills development, cross pollination, relationship development.   He enjoys learning, his family, golf, and cycling. LINKS:https://www.instagram.com/rodericklbrown/ https://twitter.com/rodericklbrown

    Better Wealth with Caleb Guilliams
    The True Cost Of Compounding Your Money For The Long Term

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jul 1, 2022 9:01


    What is the true value of long term compounding? In this video I show you the ins and outs of compound interest and what the real value of your dollar can be over the course of several years. Episode link Watch The Podcast On Youtube - https://youtu.be/mDnXbQnhV6g (https://youtu.be/mDnXbQnhV6g) #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    Better Together with Maria Menounos
    489. How to Gain Financial Freedom with Tony Robbins & Financial Advisor Ajay Gupta

    Better Together with Maria Menounos

    Play Episode Listen Later Jun 30, 2022 58:21


    Originally Aired: January 26, 2018 On this today's episode: Tony Robbins shares his secrets for financial stability & the importance of working with a fiduciary! Ajay Gupta explains exactly how to access the power of compounding through low cost index funds! RESOURCES: Maria is continually updating this page to find the best of the best so you don't have to do the work! And as a reminder, even if you don't see something you like here but having something in mind you do want to buy at Macy's, please support us and use the link. Every purchase through this link helps us keep the show going :) Maria's personally curated Macy's page: www.macys.com/bettertogether Check out www.mariamenounos.com for the “cliff notes” of all our episodes where we compile the life-changing lessons into one blog called "life-hacks." Plus, we share Maria's favorite new products & her must-haves!

    Bridging The Gap
    Raising The Next Generation of Financial Advisors with Nathan Harness

    Bridging The Gap

    Play Episode Listen Later Jun 29, 2022 41:57


    Dr. Nathan Harness, CFP® and Director of Financial Planning at Financial Planning Program Texas A&M University, joins Matt Reiner on this episode of Bridging the Gap to discuss the "new breed" of advisors. Nathan discusses his view on the next generation of advisors and the impact his program has through teaching investment and retirement planning courses. Nathan and Matt also dive into the skills needed for rising advisors from Gen X and Y and how this differs from previous generations, as well as the importance of increasing the speed of trust for young advisors starting careers at financial firms. You don't want to miss this amazing conversation with Dr. Harness. Dr. Nathan Harness, CFP® currently serves as the TD Ameritrade director of financial planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning. He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next-generation planning. He holds a bachelor's degree in finance from the University of Central Arkansas, a master's degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals, including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance. He was most recently recognized by InvestmentNews as a top 40 Under 40 financial planner, the DFW FPA Chairman's Award recipient, and the Young Guns award winner from Texas Tech University. Prior to his current role, Dr. Harness was an associate professor of finance and executive director of global programs at Texas A&M University-Commerce and an assistant professor of financial planning at the University of Georgia.

    Better Wealth with Caleb Guilliams
    What Are The Benefits Of Life Insurance While You're Alive

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jun 29, 2022 11:53


    What are the benefits of life insurance? Most people think of the death benefit only but in this podcast, Caleb and Dominic explain how with a properly structured life insurance policy you can access “living benefits” as well.  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    Wealth Without Bay Street
    121. Real Life Canada Market Crash Stories 2022 - Protect Your Wealth

    Wealth Without Bay Street

    Play Episode Listen Later Jun 28, 2022 46:26


    Listen to Real Life Canada market crash stories 2022 and learn how you can Protect Your wealth. Get the FREE report 7 Simple Steps to Becoming Your Own Banker -  http://7steps.ca/    Wealth Without Bay Street EPISODE 121: In Wealth Without Bay Street EPISODE 121, Richard Canfield and Dan Allen share personal Canadian market crash stories they have each experienced from various market cycles. Dan reflects on his memory of the increasing interest rates in Canada during the early 1980s and a missed opportunity on oil company stock options.  Richard tells 3 warning tales of Canadian Real Estate market crashes that impacted him financially. How one property dropped in value almost ten times and negative cash flow and staging a coup for a condo board. The third tale is a warning for investors lending money on secured mortgages. Richard just barely squeaked out of a private second mortgage deal where all of his capital was at the risk of loss. Contrast all of that to the peaceful stress free nature of contractually growing cash values with The Infinite Banking Concept in Canada.    IN THIS EPISODE, YOU WILL LEARN:  0:00 Introduction 3:18 Flux of Change in the Market 5:44 Two Rules to Remember 7:54 Stock Market Crash in ‘08-'09 10:57 Investing Vs. Speculating 17:31 Learn From Successful Business Models 19:20 Dan Tells How He Lost Out on Company Stock Options 22:31 Richard Loses Money on a Rental Property  28:49 Richard Loses Money on a Land Development Deal  31:13 Richard Almost Loses Everything on a 2nd Mortgage Deal  38:09 Learning From Previous Mistakes 40:00 Do Your Homework Before Investing

    Marketing For Financial Advisors
    Brainstorming Exercise for Naming Your Process

    Marketing For Financial Advisors

    Play Episode Listen Later Jun 28, 2022 28:01


    Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.

    Idaho's Money Show
    Secure Act 2.0 Updates [EP. 171]

    Idaho's Money Show

    Play Episode Listen Later Jun 28, 2022 13:11


    As Secure Act 2.0 moves forward, we are going to see more and more updates along the way. Today, Nic gives us the most recent updates on the retirement-focused legislation as of June 2022. Raised RMD age, student loan debt relief, penalty-free early withdrawals, and more.   Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.com https://www.treecityadvisors.com

    The Steve Gruber Show
    Craig Stiles, Market Analysis.

    The Steve Gruber Show

    Play Episode Listen Later Jun 28, 2022 8:30


    Craig Stiles, Financial Advisor and Managing Director at Ameriprise Financial Services. Market Analysis.

    The Resilient Advisor
    Leveraging Voice To Engage Clients and Build Trust with Emily Binder (EP231)

    The Resilient Advisor

    Play Episode Listen Later Jun 28, 2022 25:15


    Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.

    Retire With Style
    Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2

    Retire With Style

    Play Episode Listen Later Jun 28, 2022 51:13


    This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what's going on in the markets - and how it's affecting their retirement plans.  Join our waitlist for the Retirement Income Challenge here: http://retirementresearcher.pages.ontraport.net/waitlist/ric  This episode is sponsored by Retirement Researcher https://retirementresearcher.com/  and McLean Asset Management https://www.mcleanam.com/ 

    The Efficient Advisor: Tactical Business Advice for Financial Planners
    038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    Play Episode Listen Later Jun 28, 2022 36:33


    If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to have a practice that delivers the highest quality financial planning you are capable of and a business that prospects FLOCK to. And today, I am going to give you a tool that gives you the inside track on how to build, not just a good business, but an excellent one. We're going to discuss EXACTLY what it takes to dial in your business to be an IDEAL business for your ideal clients. A business that clients are loyal too. And of course, running a business is like baking a cake… there are a lot of ingredients in different amounts to come up with the perfect end product… so today is just one ingredient in the recipe. BUT a big one. Consider today like the baking powder of the recipe… if you don't do this… your cake – your business – will fall flat and not rise the way you want to… even if you get everything else right!!!In today's episode we get into:What does it mean to co-create your planning process?What is REAL feedback?How do we get it?What do we do with this?What don't we do with it?And how do we use it to go from good,  to great, to excellent!---------------------------------------------Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

    Building Business Resilience
    Do You Need A financial Advisor - Financial advice is not only for the richest of people

    Building Business Resilience

    Play Episode Listen Later Jun 28, 2022 7:14


    Most people think financial advice is beyond their price range this isn't always true many businesses provide financial advice at affordable rates and even have free first time discussions to talk about whether or not it is viable for you.

    Optimal Finance Daily
    1941: How to Find the Right Financial Advisor For You by Dawn Starks

    Optimal Finance Daily

    Play Episode Listen Later Jun 28, 2022 12:09


    Dawn Starks of Simple Money Pro helps you find the right financial advisor  Episode 1941: How to Find the Right Financial Advisor For You by Dawn Starks of Simple Money Pro Dawn Starks has been a financial planner for over twenty years. Her aim with financial planning work has always been to simplify things for clients. Making concepts easier to grasp and less scary is the goal. Dawn's SimpleMoney project - the blog, podcast, and soon-to-be courses and book is a co-project with her husband Greg. The original post is located here: https://simplemoneypro.com/blog/are-you-ready-to-hire-a-financial-advisor/   Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

    Financial Advisor Marketing:
    Advisor Marketing – No Summer Doldrums

    Financial Advisor Marketing:

    Play Episode Listen Later Jun 27, 2022 62:24


    Effective summer marketing for Financial Advisors. With Stephen Oliver, Greg Moody, and Mindi Godfrey. Key Marketing Steps that Will Fill Your Practice - for Financial Advisors Learn more at: http://www.AdvisorWealthMastery.com

    Financial Advisor Marketing:
    No Summer Doldrums – Summer Marketing for Financial Advisors

    Financial Advisor Marketing:

    Play Episode Listen Later Jun 27, 2022 62:16


    Effective summer marketing for Financial Advisors. With Stephen Oliver, Greg Moody, and Mindi Godfrey. Learn more at: http://www.AdvisorWealthMastery.com

    Idaho's Money Show
    6/25/2022 - It's More Than Just Data

    Idaho's Money Show

    Play Episode Listen Later Jun 27, 2022 80:58


    Broadcasted live June 25th, 2022.   Jeremiah Bates, Financial Advisor Alexandra Lundgren AIF®, Financial Advisor https://www.therealmoneypros.com https://www.treecityadvisors.com

    The Feldman Report
    The Feldman Report - Financial advisor

    The Feldman Report

    Play Episode Listen Later Jun 27, 2022 0:57


    WWJ's Murray Feldman - Questions you should be asking a financial advisor before you decide if that person is right for you.

    Better Wealth with Caleb Guilliams
    Protecting Your Legacy With Risk Management

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jun 27, 2022 35:26


    In this episode we welcome back Nick Aube, the founder of Risk MNGR, to discuss the importance of risk management and how to protect your legacy. Guest Bio Nick is a Risk Management advisor and the founder of Risk MNGR. Nick is committed to changing the insurance experience for successful individuals, families, and businesses. His comprehensive risk management approach is focused on better navigating the insurance marketplace, protecting assets, and managing risk. Nick works directly with clients to help manage their insurance programs and implement custom risk management strategies. In 2018, Nick earned his Certified Insurance Counselor (CIC) designation and is now in the process of working towards his Chartered Risk and Insurance Advisor (CPRIA). This commitment to ongoing education combined with a unique look at risk management allows him to stay on the cutting edge of asset protection and active insurance program management. Guest Link https://www.riskmngr.com/betterwealth Free Guide - https://riskmngr.ac-page.com/intro  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    Financial Advisor Marketing Podcast
    5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg)

    Financial Advisor Marketing Podcast

    Play Episode Listen Later Jun 27, 2022 23:32


    Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients. But the opposite is true. When you focus on a singular niche, you find more clients to help. Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his clients with specific marketing. And he shares how you can target your niche with niche tips. In this episode, discover the niche marketing tips you'll need to target your clients today! Listen now! Show highlights include:  How finding your "Calcutta" drives you to help your clients (3:31) Why attracting red-hot leads by changing your company name (5:55) How having a community of niche financial advisors and planners garners you referrals (8:19) Why being a niche financial advisor gives you a deeper bond with your clients (10:27) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

    Aegis Comics of Alaska's Podcast
    Episode 39 Origin Stories "My Buddy Ed"

    Aegis Comics of Alaska's Podcast

    Play Episode Listen Later Jun 27, 2022 38:49


    Lu's origin story of what motivated him to get into law enforcement and subsequently open a comic book shop.

    Mission: DeFi
    DeFi Lunch (Ep 157) - June 24, 2022 - Learn how to earn more with @AnkrStaking with @FilipeDeFi from @Ankr

    Mission: DeFi

    Play Episode Listen Later Jun 25, 2022 67:10


    We had a great time getting to know Filipe from Ankr Staking and learning everything about the first liquid staking project in the world. Gain insights into how you can earn more with staking for multiple blockchains including Fantom, Binance Chain, Ethereum, Avalanche, and much more. You also will learn how you can earn more or borrow against the derivative token for the platform. Not only will you learn about the platform, the Ankr ecosystem, and how you can leverage it for earnings, but you also get to hear about Filipe's career path from Financial Advisor to Product owner. Project Name: Anke Staking Project URL: https://www.ankr.com/staking/stake/ Project Twitter: https://twitter.com/ankrstaking Project Telegram: https://t.me/ankrstaking Project Discord: https://discord.gg/hs2SK9pBXP Project Reddit: https://www.reddit.com/r/Ankr/ Guest Name: Filipe G. Guest Twitter: https://twitter.com/FilipeDeFi Joe Cawley and Brad Nickel cover the DeFi news of the day, new opportunities in the space including liquidity pools, yield farming, staking, and much more. This is not financial advice. Nothing said on the show should be considered financial advice. This is just the opinions of Brad Nickel, Joe Cawley, and our guests. None of us are financial advisors. Trading, participating, yield farming, liquidity pools, and all of DeFi and crypto is high risk and dangerous. If you decide to participate, do your own research. Never count on the research of others. We don't know what we are talking about and you can lose all your money. Never invest more than you can afford to lose, because you probably will lose it all. --- Support this podcast: https://anchor.fm/missiondefi/support

    More than Money
    June 25, 2022 – Estate Planning Attorney Keith Strohl Talks Strategies for Shielding Assets From Nursing Homes – Financial Advisor Mark Belcak Introduces a New Strategy for Volatile Times

    More than Money

    Play Episode Listen Later Jun 25, 2022


    Alyssa Young is your host today. She interviews Keith Strohl, an estate planning attorney with Steckel and Stopp who partners with MtM Financial Group, to talk about elder planning, also known as asset protection planning. How much money is off-limits from a nursing home for a healthy spouse who can live independently? What happens if you run out of money while receiving long-term care? What are the ways you can proactively prevent your money from being used to pay the nursing home? He introduces the pros and cons to consider. Also joining Alyssa today is MtM senior investment advisor Mark Belcak. He explains a strategy that provides both downside protection and income that may be appropriate for some people during this market volatility. In addition: What are the stages of retirement and why should you care?Why consider converting your IRA to a Roth?She answers an emailed question about how to avoid bank overdraft charges. Schedule a Free Second Opinion Meeting: Is your retirement plan on track? Are your investments appropriate? Meet with an MtM financial advisor.Talk to Mark Bacak about YOUR Social Security & Medicare options.Ask Mike Pompei to audit your life insurance policy—and explore whether a long-term care policy works for you.Make sure your will and legal documents are comprehensive: Talk with estate planning attorney Keith Strohl.Do your current annuities fit your needs? Kegan Morris will do an audit and explain them.Should you get a reverse mortgage? Tiffany Shutta can help. Call 610-746-7007 today to schedule an appointment with any of the above caring, professional specialists.

    Allworth Financial's Money Matters
    Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.

    Allworth Financial's Money Matters

    Play Episode Listen Later Jun 25, 2022 52:45


    On this week's Money Matters, Scott and Pat extract the bull from bear markets.  Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA.  A Georgia man hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.  

    Bonus Babies
    Cathy Horan Walker

    Bonus Babies

    Play Episode Listen Later Jun 24, 2022 38:56


    Jayne Amelia speaks with CASA Cathy Horan Walker. CASA Cathy Horan Walker is from Monterey, California. She promised herself she would become a CASA after her two sons graduated highschool and that's what she did. Cathy believes it was her calling to become a CASA and her CASA kiddo Ryan Moses says she saved his life many times over. “I was a middle school math teacher for 26 years before I moved on to become a Financial Advisor 25 years ago. I have been married to my husband for 45 years and have three boys including Ryan. I met Ryan just after my first Casa child graduated from High School. We believe that a good education is a path that opens doors. All children deserve love and support and that is why I became a CASA.”CASA of Monterey@casamonterey @fiscalmoses @thedugudcollective @casamonterey#CASA #fostercare #adopt #fostertoadopt #volunteersmatter

    Better Wealth with Caleb Guilliams
    How $12,000 Dollars Can Be Worth More Than $120,000

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jun 24, 2022 9:37


    What's more valuable, earning an additional $120,000 or saving $12,000 in a year? The answer may surprise you! Watch the podcast on Youtube - https://youtu.be/KANQf2OVloc  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina

    TBD See acast.com/privacy for privacy and opt-out information. Become a member at https://plus.acast.com/s/YoQuieroDinero.

    Standard Deviations
    Steve Atkinson - The Admired Advisor

    Standard Deviations

    Play Episode Listen Later Jun 23, 2022 39:07


    Tune in to hear:- When we narrow down the financial advisors to those who we would trust to manage our spouse's or parent's finances, Steve thinks that we do so largely on behavioral factors alone. Which behavioral considerations make someone a trusted advisor?- From the outside looking in (i.e. if you don't personally know an advisor beforehand), how can one make a determination about whether an advisor is going to be one of the handful of advisors that another advisor might entrust with their family's finances?- Where does Steve think we are headed as an industry? How might we communicate the broader value we can offer to the investing public when they still largely think of us as “stock pickers?”- What has Steve seen that really knits clients and advisors together?- What is one thing, from a productivity standpoint, that Steve sees advisors failing to do or a place where they're leaving value on the table?- What's an example of a common high effort, low impact advisor behavior?- How can we begin to combat inflation at a time like this?https://podcasts.apple.com/us/podcast/the-admired-advisor-podcast/id1519857134https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJCompliance Code:  0994-OAS-6/8/2022

    Top Advisor Podcast
    Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick

    Top Advisor Podcast

    Play Episode Listen Later Jun 22, 2022 40:23


    Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery. Sudden wealth can bring elation and a host of challenges. Without a sound plan of action, sudden wealth can escape almost as quickly … Continue reading Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick →

    Retirement Revealed
    3 Things You Should Know Before Choosing a Financial Advisor

    Retirement Revealed

    Play Episode Listen Later Jun 22, 2022 26:34


    Are you looking for a new financial advisor? Or perhaps you're dissatisfied with your existing advisor and planning to switch. Either way, searching for an ideal advisor can be difficult if you don't know what you should be looking for in the first place! Tune in to learn about three things you should know before choosing a financial advisor, along with key characteristics that separate great advisors from mediocre ones.

    Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
    CFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP

    Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

    Play Episode Listen Later Jun 22, 2022 43:45


    Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Anjali Jariwala, CPA and CFP®, who is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US.  Prior to launching her own firm, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals.  During her career, she would often share financial advice with family and friends, but began to realize that not only did most of them lack access to the best personal finance information, but also their busy family lives meant they just didn't have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm.  Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being.  She was named one of Investment News Top 40 under 40 for 2019, Financial Advisor magazine's Young Advisors To Watch for 2020 and Investopedia's 100 Top Financial Advisors.  Anjali has been featured in CNBC, Bloomberg, US News and World Report, New York Times, USA Today, Business Insider, Investment News and more. Anjali serves on the Board of Save a Mother - a nonprofit dedicated to developing sustainable healthcare solutions for the poor in India.   In our discussion we talked about:  

    Better Wealth with Caleb Guilliams
    Is It An Asset Or Liability? | How To Know The Difference

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jun 22, 2022 7:47


    What is an asset and what is a liability? Is it simply something that makes you money vs something that takes it? In this podcast I break down this investing concept and show you things aren't always as cut and dry as they seem.  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    The Steve Gruber Show
    Craig Stiles, Gas Prices. Food Shortages. Inflation.

    The Steve Gruber Show

    Play Episode Listen Later Jun 21, 2022 8:30


    Craig Stiles, Financial Advisor and Managing Director at Ameriprise Financial Services. Gas Prices. Food Shortages. Inflation.

    Clipping Chains Podcast
    Your Questions Answered: Volume 6

    Clipping Chains Podcast

    Play Episode Listen Later Jun 21, 2022 67:29


    Hello! We're back in the digital mailbag to answer your questions.In this Q&A episode we take a hard look at inflation, the reality of a bear market, tactics for balancing a career and climbing, saving for a home down payment, my dream interviews, the pros and cons of maxing out retirement plans, cryptocurrency, financial advisors, and traveling the world for cheap. And of course, so much more. Support this project: Buy Me a CoffeeSubscribe to the website: SUBSCRIBE ME!Show Notes and Links at Clippingchains.com Q1: What's the latest on inflation? (00:02:23)Q2: Should I be worried about the stock market decline and a bear market? (00:06:58)Q3: How did you personally balance your climbing and work? What did you feel like you prioritized more and why? Did it change over the years or seasons due to certain circumstances? (00:18:09)Q4: Should I invest to save for a home down payment? What are other methods to save for a home? (00:35:57)Q5: What's your dream interview? (00:40:41)Q6: Should I contribute to my 401k beyond the employer match? (00:47:53)Q7: What the F is bitcoin and what do you think about it? Do you invest in bitcoin? (00:53:01)Q8: Do you offer consultations or investing services for other people? (00:57:24)Q9: What are travel rewards and how can I dramatically reduce my travel spending? (01:00:07)

    Get Happy Hour
    Books you must read in this lifetime with your host Carla Maree

    Get Happy Hour

    Play Episode Listen Later Jun 21, 2022 38:53


    So yes I love books, so this week on the podcast i dive deep into my favorite books. I hope you enjoy xx    Carla Solo Book Episode HEALTH   The Body Keeps the Score: Brain, Mind, and Body in the Healing of Trauma is a 2014 book by Bessel van der Kolk about the effects of psychological trauma, also known as traumatic stress Medical Medium, Secrets Behind Chronic and Mystery Illness and How to Finally Heal by Anthony William How Not To Die is one of the most important books on health ever written. Dr. Greger shows us how to prevent and sometimes reverse all the major diseases that are killing us. We have the genetic potential to live disease free lives full of health and vitality until we are past 100. Why We Sleep, Dr. Matthew Walker brilliantly illuminates the night, explaining how sleep can make us healthier, safer, smarter, and more productive. Life Force by Tony Robbins, Peter Diamandis, and Robert Hariri brings you the most important resources that can help anyone sustain peak performance, and lead a healthy and more vital life. AUTOBIOGRAPHIES     Will by Will Smith a brave, inspiring and wildly entertaining memoir full of self-help lessons for readers, from one of the world's leading entertainer Long Walk to Freedom by Nelson Mandela Greenlights by Matthew McConaughey Greenlightsis a short memoir. Matthew McConaughey has written about some valuable insights and observations from his own life.  Steve Jobs by Walter Isaacson is the authorized self-titled biographyof American business magnate and Apple co-founder Steve Jobs.    BUSINESS   Shoe Dog by Phil Knight Shoe Dogis a real-life story of passion, perseverance, belief, loyalty and teamwork with a lot of heart. 4 hour Workweek by Tim Ferriss In The 4-Hour Workweek, #1 New York Times best-selling author Tim Ferriss, teaches you how to escape the 9-5, live anywhere, and join the new rich. How to Win Friends and Influence People by Dale Carnegie. The core idea is that you can change other people's behaviour simply by changing your own. It teaches you the principles to better understand people, become a more likable person, improve relationships, win others over, and influence behaviour through leadership. Start with Why – How Great Leaders Inspire Everyone To Take Action by Simon Sinek Start with Whyanalyses leaders like Martin Luther King Jr and Steve Jobs and discovers that they all think in the same way - they all started with why. Tony Robbins Books: THE PATH: ACCELERATING YOUR JOURNEY TO FINANCIAL FREEDOM Regardless of your stage in life or your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery. With decades of collective wisdom and hands-on experience, your guides for this expedition are Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the U.S. for three consecutive years by Barron's (2013, 2014 and 2015) and Tony Robbins, the World's #1 Life and Business Strategist. Mallouk and Robbins take the seemingly daunting goal of Financial Freedom and simplify it into a step-by-step process than anyone can achieve. UNSHAKEABLE: YOUR FINANCIAL FREEDOM PLAYBOOK After interviewing fifty of the world's greatest financial minds, and penning the #1 New York Times best seller Money: Master the Game, Tony Robbins returns with a step-by-step playbook, taking you on a journey to transform your financial life and accelerate your path to financial freedom. No matter your salary, your stage of life, or when you started, this is one of many self-help books that will provide the tools to help you achieve your financial goals more rapidly than you ever thought possible. TONY ROBBINS' MONEY: MASTER THE GAME Based on extensive research and interviews with some of the most legendary investors at work today (John Bogle, Warren Buffett, Paul Tudor Jones, Ray Dalio, Carl Icahn, and many others), Tony Robbins has created a 7-step blueprint for securing financial freedom. With advice about taking control of your financial decisions, to setting up a savings and investing plan, to destroying myths about what it takes to save and invest, to setting up a “lifetime income plan,” the book brims with advice and practices for making the financial game not only winnable—but providing financial freedom for the rest of your life. UNLIMITED POWER If you want to fulfill your dreams of living a better life, both professionally and personally, Unlimited Power is the book for you. Although written when Tony Robbins was only 25 years old, Unlimited Power remains as one of the most popular and overall best self-help books available. With Unlimited Power, you will learn how to reach the quality of life you think you deserve. Tony Robbins has helped heads of state, royalty, Olympic and professional athletes achieve their goals, and with Unlimited Power, so can you. Tony passionately and eloquently reveals the science of personal achievement and teaches you: How to find out what you really want The Seven Lies of Success How to reprogram your mind in minutes to eliminate fears and phobias The secret of creating instant rapport with anyone you meet How to duplicate the success of others The Five Keys to Wealth and Happiness   Unlimited Power is a revolutionary fitness book for the mind. It will show you, step by step, how to perform at your peak while gaining emotional and financial freedom, attaining leadership and self-confidence, and winning the cooperation of others. It will give you the knowledge and course to remake yourself and your world. Unlimited Power is a guidebook to superior performance in an age of success. AWAKEN THE GIANT WITHIN We all have an enormous potential within us, but too many of us shackle ourselves with limiting beliefs. How many times have you wanted to achieve a goal, only to tell yourself that you're not capable of doing so? Stop telling yourself that you're not enough, and instead, work toward achieving the extraordinary. Break the barriers and awaken the giant within with this Tony's most effective strategies and tactics for mastering your relationships, your finances, your emotions, and your life. NOTES FROM A FRIEND Tony wrote the first edition of Notes From a Friend in 1991, handing it out to thousands of people who needed to overcome their greatest challenges. This easy-to-understand and concise guide is now available to you in this special, updated edition with all-new material. SPIRITUAL   Man's Search for Meaning by Viktor E Frankl Psychiatrist Viktor Frankl's memoir has riveted generations of readers with its descriptions of life in Nazi death camps and its lessons for spiritual survival. The Power of Now by Eckhart Tolle Much more than simple principles and platitudes, The Power of Now takes readers on an inspiring spiritual journey to find their true and deepest self and reach the ultimate in personal growth and spirituality: the discovery of truth and light.  Conversations with God by Neale Donald Walsh Conversations with Godmarks Neale Donald Walsch's initial dialogue with God. This book discusses personal issues such as prosperity, relationships and the nature of spiritual truth -with God providing clear, understandable answers. Further than the author's conversation with God, you'll realise that your own understanding and your own conversation with God are the true subjects of this unforgettable text. An Untethered Soul by Michael Singer In the bookThe Untethered Soul, Michael A. Singer takes you step-by-step through the process of Gyana, the yoga of the Intellect, to the Source Top 10 Best Wayne Dyer Book by Nerdy Creator 1. The Shift “The greatest hunger of all is the hunger for meaning.” This is the first book I read from Wayne Dyer. During my recovery from depression, I had some insights on spirituality but I didn't know exactly what it is and how to explain it. This book speaks to me on a deep level and helps me learn a lot about my experience. It also got me started reading other spiritual books. If you are someone who is always working hard or doing a lot, but somehow still feel unfulfilled in life, this is the book to read. It takes you on a journey from ambition to meaning and let you realize that your spirit yearns for meaning, not ambition. The book is also made into an inspiration movie of the same name and released by Hay House. Wayne Dyer acted in the movie as himself. Print | eBook | Audio 2. Change Your Thoughts, Change Your Life “Sharpen a blade too much and its edge will soon be lost.” This book is Wayne Dyer's interpretation of Lao Tze's Tao Te Ching. He spent one whole year reading and practicing the verses of the Tao. It consists of 81 chapters and is meant to be read slowly. You don't have to be a Taoist to receive wisdom from this book. Tao Te Ching is just a way of life and Wayne Dyer makes it easy for you to apply Lao Tze's teaching to your daily life. At the end of each chapter, he provides action steps which you can take to make your life peaceful, inspired and harmonious. If you want to have a book that you can refer to from time to time and remind you to be at peace, this is the book for you. Print | eBook | Audio 3. Being in Balance “There's no such thing as stress; there are only people thinking stressful thoughts.” Wayne Dyer says that everything in the universe is in balance, except we humans. He points out that there is a very subtle imbalance between our dream (our reason for life) and our habits (our way of life). For example, our desire to enjoy life is often hindered by our stressful thoughts of needing to achieve more. This book is not about adopting new strategies to change your behavior. It's about aligning your thinking habits with your deepest desires and restoring the natural equilibrium in your lives. In this book, Wayne Dyer covers nine imbalances that will help you be more aware of these unhealthy habits. This book is suitable for those who feel dissatisfied with their life but doesn't understand why. Print | eBook | Audio 4. The Power of Intention “You feel good not because the world is right, but your world is right because you feel good.” As the book title suggests, this book is about intention. This intention isn't your intention to do something; it's the intention of the universe. Wayne Dyer believes that there is an invisible force and energy field that is bigger than ourselves. When we surrender to this built-in intention in the universe and trust its power, we co-create the lives we desire. This book speaks to the heart. It allows you to feel connected to the universe and its 7 faces — creativity, kindness, love, beauty, expansiveness, abundance and receptivity. Not only will this book inspires you, it also provides a step-by-step guide to help you apply these principles into your daily life. Print | eBook | Audio 5. 10 Secrets for Success and Inner Peace “Have a mind that is open to everything and attached to nothing.” This is a book about success but in the perspective of spirituality. It's not about goal setting, financial planning, or choosing the right career. It's about having inner peace which is what that truly defines success for him. In this book, Wayne Dyer elaborates on 10 principles that will guide you to tranquility. Unlike other books from him, this book is a quick read and doesn't have many personal stories. So it is suitable for anyone who is new to Wayne Dyer's works or spirituality. It's also good for someone who wants a quick recap of his teachings. Print | eBook | Audio 6. Wishes Fulfilled “The greatest gift that you were ever given was the gift of your imagination.” This book is about mastering the art of manifesting and getting what you really really want. The first part of this book gets you to change your concept of yourself and recognize something extraordinary within yourself. As per Wayne Dyer, your highest self is where you realize you are connected to the Divine. When you realize this, you can be anything and do anything. The second part of the book lays the foundation of how to manifest your wishes. The author says that if you want to accomplish something, you must first expect it of yourself. And it's not about making positive affirmations; it's a spiritual knowing. Deep down inside, you must know that you are what you already want to be for the manifestation to work. Print | eBook | Audio 7. There's a Spiritual Solution to Every Problem “Thinking is the source of problems. Your heart holds the answer to solving them.” This book is about dissolving the problems created by your mind. As per Wayne Dyer, problems are nothing more than mistakes in our thinking. If we tap into the higher frequency of our spirits, we can eliminate any problems in our lives. In the beginning of the book, the author shares his experience on having a heart attack and how he shifted from feeling self-pity and denial to gratitude and love. Even though his heart is still damaged, he was able to find peace and recovered when he shifted his energy from negativity to positivity. The book is suitable for you if you are open to new age philosophies and learning through anecdotes. Print | eBook | Audio 8. Wisdom of the Ages “This book is not about appreciating poetry and philosophy as much as it is about applying the wisdom of these writers to our everyday lives.” If you have read Wayne Dyer's books before, you will know he is fascinated by teachers who lived before us and likes to quote them in his books. For this book, he selects 60 teachers from a variety of eras and cultures and shares his interpretation of their works. The ancestral masters include Buddha, Michelangelo, Rumi, Whitman, and Jesus. At the end of each chapter, he also suggests how we can apply these teachings and wisdom to our modern lives. This book is great for those who enjoy reading poetry or about important people from the past and what they have taught the world. Print | eBook | Audio 9. Your Erroneous Zones “Happiness means no complaining about the things over which you can do nothing.” This book is not only Dr. Wayne Dyer first book, it's also one of his best-selling books. It has sold over 35 million copies! This book teaches you to take control of your life and not base your self-worth on other people. If you have problems with guilt, worry, anger, and procrastination, this book will help you deal with these erroneous zones and get out of the victim mindset. However, if you are used to the author's gentle, inspirational writing tone, this book might not be suitable for you. Before he had deeper insights on spirituality, his writing tends to be more on the motivational side and harsh. He even used some sexual references in the book which some might find inappropriate. Nonetheless, the content in this book is still useful and worth checking out. Print | eBook | Audio 10. I Can See Clearly Now “There is some sort of purpose associated with everything that arrives in your life.” This is a memoir on Wayne Dyer's life. He recalls and shares many of his intimate experiences from the time he was a boy up to the time he wrote this book. Through examining his own personal life, he wants to show us that there are no accidents in life. Each step of our journey has something important to teach us, be it good or bad. At the end of each chapter, he reveals what he has learned from each incident in his life and how they all lined up together. If you want to know the backstory of his books, this is the book to get. In this book, Wayne Dyer shares how he got his first book, Your Erroneous Zones, to become the bestseller and what got him to write some of the books on this list. Print | eBook | Audio   Top 10 Best Louise Hay Books from Nerdy Creator 1. Heal Your Body “If we are willing to do the mental work, almost anything can be healed.” Known as the little blue book by the author, this book has helped hundreds of thousands of people to awaken their ability to their own healing process. The author believes that disease (or rather “dis-ease” as per the author) can be reversed by simply reversing mental patterns and creating a new thought pattern. This step-by-step guide can be used as a reference book. Just look up your specific health challenge and you will find the probable cause for this health issue and the information you need to overcome it. If you want to understand the mental causes for your physical illness and the metaphysical way to overcome it, this book is for you. Print | eBook | Audio 2. You Can Heal Your Life “Remember, you have been criticizing yourself for years and it hasn't worked. Try approving of yourself and see what happens.” This book is about loving yourself. Every issue you have in your life regardless if it's about work, finances, health or relationship, you can trace all of them back to the lack of self-love. The problem that we think we have in life is rarely the problem.  In this book, the author takes you through a session just as if you came to her as a private client and attended one of her workshops. She will help you to understand how limiting your thoughts are and how to respond to situations differently. If you want to free yourself from your negative thinking patterns, read this book. Print | eBook | Audio 3. The Power Is Within You “When I talk about responsibility, I am really talking about having power.” A follow-up to her previous book, You Can Heal Your Life, the author believes that we contribute toward the creation of every condition in our lives, good or bad, with our thinking, feeling pattern. She believes in taking responsibility. However, as mentioned in her book, blame and responsibility are different. Blame is about giving away one's power while responsibility gives us the power to make changes in our lives. And we all have the power within us. If you want to let go of your hidden resentment and regain the power within you, this is the book for you. It will help you take charge of your life. Print | eBook | Audio Alternatively, you can read The Essential Louise Hay Collection, you can find the first three books in the list as a single volume. 4. Mirror Work “Love is the most powerful healing force there is. You can take this love out into the world and silently share it with everyone you meet.” Do you like what you see in the mirror? If you only see flaws in your face or your body or you often judge yourself when you look at the mirror, then this is the book for you. In this book, the author creates a 21-day course on mirror work. In three weeks, you will learn how to cultivate a deeper relationship with yourself simply by looking deep into your eyes and repeating affirmations. This book helps you to look beyond your physical form and truly love yourself. Great for someone who loves self-reflection and journaling. Print | eBook  5. Meditations to Heal Your Life “If I want to be accepted as I am, then I need to be willing to accept others as they are.” In this book, the author shares her philosophy of life on a variety of subjects such as work, relationships, and sexuality. Reading this book challenges you to think creatively beyond your limiting beliefs. As per the author, we come into this world totally connected with our inner wisdom but we pick up fears and limitations along the way. This book doesn't teach you how to meditate. Instead, you are to take each topic and meditate or contemplate on the subject. If there's a statement that you don't agree with, it's okay. But for growth, you are encouraged to examine your beliefs. Print | eBook  6. You Can Heal Your Heart “Our thinking creates our experiences. That doesn't mean the loss didn't happen or that the grief isn't real. It means that our thinking shapes our experience of the loss.” Written with renowned grief and loss expert David Kessler, this book is about finding peace after a breakup, divorce, or death. If you are hurting and need help in dealing with your ended relationships, this book is for you. It will help you feel your feelings, heal your old wounds, and change your distorted thinking about relationships, love, and life. You can choose to remember your loved one only with love, not with sadness or regret. This book will help you do so by healing your heart and increasing your self-awareness and compassion. Print | eBook | Audio 7. Love Your Body “Little babies love every inch of their bodies. They have no guilt, no shame, and no comparison.” If you are someone who judges your body, this is the book for you. This little book helps you to love your body by using affirmations. In this book, you will find 54 affirmations that help you appreciate the different parts of your body such as your hair, eyes, and mouth.  By standing in front of a mirror and repeating these positive affirmations daily, you will plant new positive seeds into your subconscious mind. Using the power of two proven self-esteem building techniques, this book is part affirmation, part journal. You can create your own affirmations using the blank spaces provided. Print | eBook | Audio 8. Power Thoughts “All that I need to know at any given moment is revealed to me. My intuition is always on my side.” This small, little, 11cm by 11cm book has 365 daily affirmations to help you build a more fulfilling and rewarding life. As per the author, “Every thought you think and every word you speak is an affirmation. So why not choose to use only positive affirmations to create a new way of thinking, acting, and feeling?” If you want to bring more positivity into your life and you want something simple that you can read every day, this is the book for you. Read one affirmation a day before you leave your house or give it to your friends as a gift. Print | eBook  Alternatively, you can check out other formats such as her Power Thought Cards or her audiobook, 101 Power Thoughts. Even though the affirmations are different, they are still inspirational and beautiful. It's also nice to have the author read to you the affirmations in her wonderful voice. 9. I Think, I Am “When you say something over and over, you start to believe it is true: and what you believe creates what you do and what happens to you.” Written with her friend, Kristina Tracy, and illustrated by Manuela Schwarz, this children's book helps children to learn the power of their thoughts. You can use this book to teach your children about affirmations. The author believes if children could learn about affirmations early on, their journey through life would be happier and more rewarding, with fewer struggles along the way.  This book will show your children how they can apply affirmations to their daily lives. You will find wonderful examples of kids turning negative thoughts into positive words and actions in this book. Print | eBook  10. Trust Life “I now choose to begin to see myself as the Universe sees me — perfect, whole, and complete.” This book is published to honour the late Louise Hay. In this book, you will find 366 affirmations, one for every day of the year, including the 29th of February. These affirmations are reflections drawn from the inspirational work and wisdom of Louise Hay. Whether you follow the affirmation accordingly each day or randomly read a page daily, this book gives you the encouragement and positivity you need for the day. It's a good book to put beside your bed to read before you start the day or before you go to bed. It will remind you of who you really are. Print | eBook   MINDSET The Four Agreements by Don Miguel Ruiz In The Four Agreements, bestselling author don Miguel Ruiz reveals the source of self-limiting beliefs that rob us of joy and create needless suffering. 7 Habits of Highly Effective People by Steven Covey This beloved classic presents a principle-centered approach for solving both personal and professional problems. With penetrating insights and practical anecdotes, Stephen R. Covey reveals a step-by-step pathway for living with fairness, integrity, honesty, and human dignity—principles that give us the security to adapt to change and the wisdom and power to take advantage of the opportunities that change creates. Psycho Cybernetics by Maxwell Maltz The book combines the cognitive behavioural technique of teaching an individual how to regulate self-concept, using theories developed by Prescott Lecky, with the cybernetics of Norbert Wiener and John von Neumann. The book defines the mind-body connection as the core in succeeding in attaining personal goals. Think and Grow Rich by Napoleon Hill Inspired by Andrew Carnegie's magic formula for success, this bookwill teach you the secrets that will bring you a fortune All of Joe Dispenzas books https://drjoedispenza.com/ All of Esther and Jerry Hicks books https://www.abraham-hicks.com/     RELATIONSHIPS 5 Love languages by Gary Chapman Learn how you can communicate in your spouse's 'lovelanguage' and watch your marriage flourish! Men are from Mars, Women are from Venus by John Gray In his classic guide to understanding the opposite sex, Dr. John Gray, provides a practical and proven way for men and women to improve their communication and relationships by acknowledging the differences between them Dr Phil relationship book Love Smart https://www.amazon.com/Love-Smart-Find-One-Want-Fix/dp/0743272099   MONEY Rich Dad Poor Dad by Robert Kiyosaki The bookfocuses on building wealth based on cashflow and increasing income from assets. I will teach you to be rich by Ramit Sethi Bestselling author, Ramit Sethi, featured in ABC News, CNN, and the WSJ, has taught thousands to manage their personal finances and how to become rich. A Simple Path to Wealth by JL Collins Your Money Your Life by Vicki Robin    

    Money Savage
    Market Cycles with Matthew Murawski

    Money Savage

    Play Episode Listen Later Jun 21, 2022 16:45


    LifeBlood: We talked about how to understand market cycles, why it's important to recognize what part of a cycle we're in, how to think about and handle inflation, and why recessions are the end of the world with Matthew Murawski, Financial Advisor and Partner with Goodstein Wealth Management.   Listen to learn why fear isn't a strategy! You can learn more about Matthew at GoodsteinWM.com, Facebook, Instagram, Twitter and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates.

    Better Wealth with Caleb Guilliams
    The Advantages and Disadvantages of IUL and Whole Life

    Better Wealth with Caleb Guilliams

    Play Episode Listen Later Jun 20, 2022 63:04


    In this episode of the BetterWealth Podcast I talk with James Barber who runs the Youtube channel, Oregon Cash Flow Pro. We discuss the many advantages and disadvantages of IUL and Whole life as well as what a properly structured policy should look like. Later in the podcast James and I give our two cents on some big names in the IUL and whole life space we believe are sharing misleading information and products. Guest Bio James Barber runs the YouTube channel Oregon Cash Flow Pro, focusing on helping people maximize their cash flow with Dynamic Banking, as well as educating people on and designing optimized high cash value policies with maximum liquidity, using whole life and IUL. James' dedication to transparency, and sincere desire to help others, creates a perfect fit for elevating financial literacy and the benefits of cash value life insurance in a financial plan. James' professional background includes business owner, contractor, and real estate agent. His philosophy is to always be learning and improving oneself, and helping others to do the same. James lives in rural Oregon with his amazing wife, Kristin, and three kids - Cole, Alivia, and Alexia, where they enjoy movies, reading, camping, and riding atv's. Guest Link Chat with James - www.calendly.com/CashFlowPro  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

    Artistic Finance
    104: Personal Finances: Simple. Not Easy with Financial Advisor Eli Zoller

    Artistic Finance

    Play Episode Listen Later Jun 20, 2022 57:06


    LISTENER SURVEY: https://forms.gle/utJU1SAZsNY782XK6    Broadway musician turned financial advisor, Eli Zoller, joins the show to talk about his career change and how he is helping others.   Topics: ⭐️ Why Eli became an advisor ⭐️ Finances can be simple, but simple is not easy ⭐️ How freelancers can benefit from financial planners ⭐️ The best way to get your financial questions answered ⭐️ What the worst outcome from meeting a financial advisor.   Bonus Episode - Eli's Favorite Broadway Show: https://www.patreon.com/posts/67907393   Takeaways: ⭐️  "In the red” means debt ⭐️ “In the black" means profit ⭐️ Be proactive and engage your friends with questions ⭐️ Uncertain future income is a great reason to make a financial plan. ⭐️ The bare minimum mindset to meet with an advisor is if you are thinking about your finances past the next month. ⭐️ Empathy from an advisor is nice, especially when an artists has to explain how they make money (or don't make money)   Eli Zoller - Northwestern Mutual: https://www.northwesternmutual.com/financial/advisor/eli-zoller/   Eli Zoller - LinkedIn: https://www.linkedin.com/in/eli-zoller-he-him-510aa0b/   FREE Lighting Templates - from Andy Lowe: https://lowe.lighting/pages/free-lighting-list-template   Black Dog Symbolism: https://en.wikipedia.org/wiki/Black_dog_(folklore)#:~:text=It%20is%20usually%20unnaturally%20large,sometimes%20an%20omen%20of%20death.   Previous Episodes: The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 1: https://www.artisticfinance.com/episode/0ohg2xoxT0AntRkaFFSV/The-Ultimate-Guide-to-Finding-a-Financial-Advisor-Part-1-of-2   The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 2: https://www.artisticfinance.com/episode/7IhoHpYQUMa18zlnpCYK/The-Ultimate-Guide-to-Finding-a-Financial-Advisor-with-Matt-Kweller-Part-2-of-2   Become a patron: www.patreon.com/artisticfinance   Interview by Ethan Steimel

    Suze Orman's Women and Money
    Nothing Is Normal

    Suze Orman's Women and Money

    Play Episode Listen Later Jun 19, 2022 34:37


    Right now, nothing is normal in the economy.  Suze explains what's happening with oil and energy stocks, real estate and Bitcoin, so you can keep your money safe and secure. Plus, Suze talks about Financial Advisors and listen at the end for a special Father's Day message. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Unionat:  https://bit.ly/3vEUTZW Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.