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In this episode of the Winners Find A Way show, host Trent M. Clark sits down with M.C. Laubscher, founder of Producers Wealth and host of the top-ranked Cashflow Ninja podcast, to unpack how entrepreneurs can win the long game by mastering their money—not just chasing revenue. A former South African rugby player turned wealth strategist, M.C. shares how business owners can take control of capital, leverage the Infinite Banking Concept, and build lasting legacies without giving up ownership or peace of mind. If you're scaling a business and want to build true financial independence—this episode is your playbook. Key Topics Covered: How entrepreneurs can leverage life insurance through the Infinite Banking Concept Why cashflow—not net worth—is king for business success Financial defense: protecting your downside and staying liquid The mindset required to become your own banker M.C.'s top financial reads for rewiring your money mindset Why building generational wealth starts with a strategy Special Spotlight:
What if everything you've been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, accelerate your business growth, and safeguard your wealth in the long term. In this conversation, you'll uncover powerful strategies for taking control of your capital, sidestepping the pitfalls of Wall Street, and predictably multiplying your wealth. Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your own banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating real cash flow. → How Cashflow Ninja influences over 7 million people worldwide. M.C. Laubscher is a wealth strategist and the founder of Producers Wealth, where he assists business owners across the U.S. in implementing advanced financial strategies to build freedom and lasting legacies. He is the creator and host of the globally recognized podcast Cashflow Ninja, along with its accompanying shows, Cashflow Investing Secrets and Cashflow Ninja Banking, which reach millions of listeners and have earned recognition from Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. has also been featured in the Forbes Finance Council and The Million Dollar Round Table. As a frequent guest on leading business podcasts and a sought-after speaker, he equips audiences with practical tools to achieve financial independence and create generational wealth through alternative cashflow strategies. Connect With M.C.: Website X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Michiel (M.C.) Laubscher is the Founder of Producers Wealth, a wealth strategy firm that helps business owners across the United States implement and execute advanced alternative wealth strategies. He is also the creator and host of the top-rated investing podcast Cashflow Ninja, which has been downloaded millions of times in over 180 countries. A best-selling author, M.C. has written several books, including The 21 Best Cashflow Niches and Get Wealthy for Sure, and is a member of the Forbes Finance Council and the Million Dollar Round Table. In this episode… What if you could take full control of your finances and multiply your wealth without relying on big banks or Wall Street? Many entrepreneurs and business owners are looking for smarter, safer ways to protect and grow their capital, especially in uncertain times. But how exactly do you build a banking system that works in your favor? According to M.C. Laubscher, a leading expert in alternative wealth strategies, the key lies in using dividend-paying whole life insurance policies as the foundation of a personal banking system. He highlights how this approach creates guaranteed, tax-free growth, uninterrupted compounding, and private access to capital that doesn't depend on traditional financial institutions. The main effect? You become the banker — gaining control, flexibility, and the ability to finance your own investments while your capital continues to grow. M.C. explains how this system has been used by the ultra-wealthy for generations and why it's a misunderstood yet powerful strategy for creating lasting financial freedom. In this episode of The Same Day Podcast, host Yoni Schmidt is joined by M.C. Laubscher, the Founder of Producers Wealth, to talk about how to build your own banking system and multiply wealth. They explore how infinite banking works in practice, why life insurance is more than just a death benefit, and how to generate and redeploy cash flow strategically. M.C. also shares the difference between financial freedom and sovereignty.
I recently had the pleasure of speaking with Eszylfie Taylor, who is so interesting. His father is from Ghana and he is royalty from that country. However, Eszylfie is the founder and president of Taylor Insurance & Financial Services in Pasadena. He advises individuals, business owners and is a 15 time qualifier for the Million Dollar Round Table. He talks about his journey to meet that goal - the goal was to become a millionaire. He is so approachable and just a nice person. I know you will find him interesting and helpful with financial services.
What if everything you've been taught about managing your money as a business owner is wrong—and the real path to lasting wealth begins with becoming your own bank? In this episode of Sharkpreneur, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform. He reveals why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, scale your business faster, and protect your wealth long term. In this conversation, you'll discover powerful strategies for taking control of your capital, avoiding the traps of Wall Street, and multiplying your wealth predictably. Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your private banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating cash flow. → How Cashflow Ninja influences over 7 million people worldwide. M.C. Laubscher is the founder of Producers Wealth, where he helps business owners implement alternative wealth strategies to build freedom and legacy. As the creator and host of the popular Cashflow Ninja podcast, which has millions of downloads worldwide, M.C. has been recognized by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. is also a member of the Forbes Finance Council and The Million Dollar Round Table. He is a sought-after speaker and frequently appears on top business podcasts, sharing his expertise on financial independence and generational wealth. Connect With M.C.: Producers Wealth Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Getting media attention in college is possible! 30 years ago, Bill Williams was faced with a problem keeping in touch with his sales staff spread throughout the Midwest. The internet and email were new so he decided that these new technologies might solve his problem. The staff all had email ... but they never checked it, so Bill decided to send out a "Thought for the Day." Some were humorous, others were just interesting facts or stories. And it worked! They started to read their emails every day ...and they shared these stories with their clients, and THEY asked to get on the distribution list and it just grew. Today, decades later, hundreds of folks across the nation and overseas too are getting these daily missives. In episode 547 of the Fraternity Foodie Podcast, we find out why Bill decided on Texas Tech for his undergraduate experience, how Bill decided that email humor was the way to engage his staff, where all the content comes from for his emails, how his life has changed since then, how to get more media attention while you're in college, how college students can bring change to our government, what is the Million Dollar Round Table, and how college students can start to build long term wealth. Enjoy!
Listen to New York Times bestselling author and 8-figure entrepreneur Rory Vaden redefine personal brand /branding as "the digitization of your reputation." Moving beyond surface-level tactics, we explore how authentic personal branding isn't about social media strategies or visual design - it's about automating trust at scale and making a genuine impact through service to others. Rory challenges common misconceptions about personal branding, emphasizing that true success comes not from creating a perfect persona, but from revealing more of who you really are. As AI continues to advance, he argues that authentic human connection becomes increasingly valuable in the digital space. If you're listening to this episode, you're going to want to really listen in because chances are you are a mission-driven entrepreneur and you are desiring to make a big difference and an impact on the world. And if you're ready to change the way you think about your personal brand, why not apply for 1:1 private coaching with me? I would love to serve you on your journey to becoming your authentic self in all aspects of your life. EPISODE INSIGHTS: ✨00:00 Redefining personal brand /branding ✨05:07 Why personal branding isn't about social media or logos ✨10:17 The dangers of creating an inauthentic persona ✨15:13 Finding uniqueness in service of others ✨24:37 How to automate trust at scale ✨37:28 The role of authenticity in the age of AI HIGHLIGHT QUOTES: Personal branding is simply the digitization of your reputation. Rory Vaden Find your uniqueness and exploit it in the service of others. That's not just a great business model and not just a great personal brand strategy, but that is the bullseye of the purpose of our life. Rory Vaden When it comes to identifying that unique thing that you are, that only you can do uniquely, is such a clear thing to say but in practice, a lot of people struggle with this because it takes a certain level of knowing yourself. It takes a certain level of having the courage. Celinne Da Costa People don't actually want perfection. What they want is authenticity. What they want is connection. Rory Vaden EXPLORE FURTHER: ✨ Free Brand Call with Rory Vanden ✨ Book an alignment call with Celinne MEET RORY VADEN Rory Vaden is the New York Times bestselling author of Take the Stairs, an 8 Figure Entrepreneur, and the youngest person in history inducted into the professional speaking Hall of Fame. His expertise is in studying the psychology of influence – which he defines as the ability to move ourselves, and others, to take action. You can find his insights in the Wall Street Journal, Forbes, CNN, Entrepreneur, Inc, and on Good Morning America and Fox News national television. His TEDx talk has 5 million views and he has been hired to speak for organizations like Google, Keller Williams, the Million Dollar Round Table, Leadercast and the Global Leadership Summit. While his first 2 books are about influencing ourselves to take action, in recent years he's done a lot of work around helping people build influential personal brands. In fact he's been hired as a private coach by many of the world's biggest personal development influencers. Such as: Lewis Howes, Ed Mylett, Amy Porterfield, Trent Shelton, Jasmine Star, Jim Kwik, Eric Thomas, John Maxwell and others. FIND MORE ABOUT RORY Instagram | Website MEET CELINNE DA COSTA Celinne Da Costa is a Master Coach and brand story expert who works with high-achieving, purpose-driven CEOs, experts. As well as executives to help them become confident, fully expressed leaders with transformational stories, an influential brand. Celinne has thousands of hours of practitioner training in various modalities, including NeuroLinguistic Programming, Facilitated Breath Repatterning. Moreover, hypnotherapy, shamanic energy healing, emotional intelligence coaching, and life coaching. Which she channels to create powerful breakthroughs for her clients. Her work has been featured in top media, including Forbes, Entrepreneur, and Business Insider. On the top of that - bestselling author and a popular speaker. Celinne has also delivered a TEDx speech on the power of human connection. Follow her journey on Instagram, Facebook, and Twitter @CelinneDaCosta. FIND MORE ABOUT CELINNE Website | LinkedIn | Twitter | Instagram | Facebook
Today With Tim Yurek: Succession planning—it's something every family business needs, but so many owners put off. In this episode of Window Treatments for Profit, I'm bringing you a powerful conversation from our Bound by Business series, where Jessica Harling sits down with financial expert Tim Yurek to break down exactly how to plan for the future of your business without disrupting your present. Tim shares how business owners can uncover hidden cash flow, avoid common financial pitfalls, and set up a seamless transition for the next generation. Whether you're looking to pass the business to a family member, key employee, or even considering an eventual sale, this episode is packed with insights that will help you take control of your financial future. If you've ever felt overwhelmed by the idea of succession planning, trust me—you're not alone. But after listening to this episode, you'll walk away with clear, actionable steps to make the process easier and more successful. Let's dive in! More About Tim Yurek Tim Yurek is the founder and CEO of Tier 1 Capital, a leading financial consulting firm. As a veteran and thought leader in his space, his insights have been featured on major media such as Bloomberg TV and have earned him a seat at the Million Dollar Roundtable – a global, independent association of the world's leading life insurance and financial service professionals. In addition, Tim has earned the designation of “Top of The Table” within the Million Dollar Roundtable, which recognizes the top 1% of professionals in his industry worldwide. As CEO, of Tier 1 Capital, Tim plays a foundational role in supporting the intricacies of Business Planning for his clients. Everything from getting clarity on their goals and objectives, designing plans to meet these objectives and finding the money to fund these objectives “within their current cash flow.” This allows them to achieve their long-term goals with minimal or little impact on current cash flow. All of this work is powered by the unique application of the Tier 1 Capital Growth process which allows you to regain control of your money and your cash flow. Connect with Tim Yurek Website YouTube Facebook Instagram More About Jessica Harling With unwavering conviction, Jessica Harling can break down complex decisions to simplify an action plan. Her dynamic problem-solving can confront potential obstacles proactively and energize any team, making others feel valued to achieve their ambitious company goals. She is the founder of Behind the Design, a People Operations company that enthusiastically collaborates with leadership to build dream teams! From recruiting to training and process development, their intuition for creating strong emotional connections discovers and nurtures rockstar talent with established streamlined processes that impact the company's bottom line. Connect with Jessica Harling Website Instagram Facebook What's new with LuAnn Nigara The Power Talk Friday Tour Watch the Docuseries! http://www.luannnigara.com/cob Connect with LuAnn Nigara LuAnn's Website LuAnn's Blog Power Talk Friday Like Us: Facebook | Tweet Us: Twitter | Follow Us: Instagram | Listen Here: Podcast Other Resources This podcast supports the Savvy Giving Design Coalition. Learn more about it here! AWDB #717 Susan Wintersteen: Interior design firm standards in a nonprofit passion project AWDB #164: Susan Wintersteen- Savvy Giving by Design Free Zoom Annual Conference Preview - February 27th! Exciting Windows! 21st Annual Conference - April 16th-18th in West Palm Beach, Florida! Other Shows WTFP #255: Tim Yurek: The Critical Difference Between Exit Strategy and Succession Strategy WTFP #253: Tim Yurek: Three Disturbing Trends That Put Small Businesses at Risk
Dave Lukas, The Misfit Entrepreneur_Breakthrough Entrepreneurship
This week's Misfit Entrepreneur is MC Laubscher. MC is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies. He is also the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking which have been downloaded millions of times and listened to in over 180 countries. M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™, The 21 Next Level Cashflow Niches™and Get Wealthy for Sure™. And if that is not enough, he is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals worldwide. What I like about MC is that he is an entrepreneur who chose to do business in the financial space and I'm excited for him to share what he's learned along his journey! producerswealth.com/misfit/ To see the full show notes and Misfit 3 for this episode, go to www.MisfitEntrepreneur.com. Show Sponsors: Entrepreneurs, what if there was a way to know you were hiring the best salespeople to drive your business? How much would that help your success? Well, with SalesDrive's DriveTest, you can! Drive is composed of three non-teachable traits shared by all top producers: Need for Achievement, Competitiveness, and Optimism. You can get a FREE DriveTest assessment to help you in your hiring efforts at www.MisfitEntrepreneur.com/SalesDrive 5 Minute Journal: www.MisfitEntrepreneur.com/Journal
A budget is your plan on how you're going to manage the money inflows and outflows of your household. Who budgets? Basically nobody. A lot of how we use money today is practically frictionless, and budgeting requires examining how you're spending differently than you naturally do on a day-to-day basis. Everyone should budget by using a process that works for how they think. John encourages his financial advising clients to examine their past spending to make sure their gut feelings about line items, like Amazon or Uber Eats spending, are correct. John then verbally walks through the One Number Budget. He starts with their gross income. He backs out 20% for wealth building first, then taxes. Next, John backs out their rent or mortgage. He suggests at most 15% for the mortgage to be able to live comfortably. Lastly, he backs out any student loan payments. That, my friend, is the One Number. Can you live off that amount of money for 4 weeks? And finally, Lauren asks John to relate this process to the retirement plan. Remember, you have 60 years of living you need to pay for on 30 years of working! If you liked this episode, you'll also like episode 131: Budgeting for Dummies. About John: John Crane is a financial advisor and retirement income planner with 20+ years of experience. He has authored The One-Number Budget, in which he offers a breakthrough approach to simplify budgeting, grow wealth, and achieve financial balance by focusing on just one number. Budgeting methods in the past 30 years have led to a low median net worth of $215,000 for people in the 55-64 retirement age bracket. This is where John comes in. A family man himself, he knows and teaches families the importance of lifetime budgeting, insurance, investments, and income protection, to help them make their money lives better and futures more secure. He is also the Founder-CEO of Crane Financial LLC and is a member of the National Association of Insurance and Financial Advisors (NAIFA), America's top association for financial service professionals. He has also received top honors from The Million Dollar Round Table. Connect with John: https://www.linkedin.com/in/johncrane/ https://www.amazon.com/One-Number-Budget-Traditional-Budgets-About-ebook/dp/B0B89JC7PR https://www.cranefinancial.com/ onenumberbudget.com Connect with Lauren: https://www.realadultingiseasy.com/ https://twitter.com/AdultingIsEasy https://www.instagram.com/adultingiseasyreal/
Roy is a renowned asset protection expert in the top 1% of finance professionals. He has helped thousands of families and entrepreneurs plan their finances to survive market fluctuations, unexpected life events, and other future hardships. In the 1990s, when the US stock market crashed and his mother was disabled in an accident, Roy's family lost their home, savings, and assets. Roy, who was 14 then, realized the power of financial protection, social security, and long-term care. He chose a career as an insurance expert and simplifies complex safe money and consumer protection strategies today. Roy has 14 years of insurance experience and has founded industry-leading brands like Roy Snarr Retirement Solutions and Snarr Academy. He is also an international bestselling author of Social Security 101 and Long Term Care. More about Roy: Featured on NBC, Fox News, CNN, CBS, Nasdaq, and CW. Has spoken at major events like MedicareCon and 8% Nation. Member of the prestigious Million Dollar Round Table. Member of the Forbes Finance Council. To get a sense of Roy, here's an appearance on The Power Players Podcast, where he talks about how he finds—and successfully closes—his most prominent insurance cases. https://RoySnarr.com Entrepreneurial Journey and Insurance Insights In the meeting, Roy, an entrepreneur based in Austin, Texas, shared his 15-year journey of building a seven-figure insurance agency. He also mentioned his involvement in real estate investing, using income generated from his insurance practice to diversify. Michael, another participant, expressed his admiration for Austin's growth and the potential for insurance services in the booming area. Both participants shared their experiences and insights from their respective entrepreneurial journeys. Personalized Insurance Planning and Guidance Michael and Roy discussed the importance of insurance planning, emphasizing that it should be a personalized and robust process, not just a simple online purchase. They highlighted the need to understand individual and business needs and future planning, including end-of-life insurance and funeral expenses. Roy also pointed out the benefits of consulting an agent, as they are compensated directly by the insurance carriers and can provide valuable guidance. The conversation concluded with Michael expressing his interest in hearing more about Roy's journey in building a successful agency. Roy's Journey in Financial Services Michael and Roy discussed Roy's journey into the financial services industry despite his lack of prior background. Roy shared his experiences, including his initial struggles and eventual success through grassroots efforts such as door-to-door sales and networking. He also mentioned his move from California to Texas in 2018, where he had to rebuild his network from scratch. Roy expressed his determination and confidence in his ability to succeed in the industry, having done so before. Building a Successful Insurance Business Roy shared his journey of building a successful business, starting with a small team and reaching seven figures within the first three years. The company now helps consumers and individual agents, brokers, CPAs, and attorneys with insurance solutions. Roy also discussed the challenges and rewards of the journey, including the need to adapt to market changes and the importance of perseverance. Michael acknowledged Roy's journey and emphasized the importance of resilience in the face of adversity, using the example of the recent California fires as a reminder that things can be rebuilt. Entrepreneurship Challenges and Financial Stability Michael and Roy discussed the challenges of entrepreneurship and the importance of financial stability. Michael advised entrepreneurs to consider taking a part-time job to cover their basic needs, allowing them to focus on growing their business. Roy shared his experience of returning to a part-time job in the financial services sector after struggling with his business and working at Volkswagen. He emphasized the importance of having a financial safety net to avoid stress and maintain focus on business growth. Roy's Entrepreneurial Journey and Perseverance Roy shared his journey of becoming an entrepreneur, emphasizing the importance of self-investment and perseverance. He recounted how he sold his truck and dirt bike to invest in himself and immersed himself in personal development through coaching programs, books, and audio materials. Roy stressed the significance of passion in overcoming challenges and maintaining motivation and how he drew inspiration from successful individuals in his industry. He concluded by encouraging others to persevere and put in the necessary work, as he believes that success is achievable within a 24-hour day. Scaling Entrepreneurship and Time Management Michael and Roy discussed the importance of time management and delegation for entrepreneurs looking to scale their businesses. Roy shared his journey from solo entrepreneurship to building a team, emphasizing the need to delegate tasks one is not good at. He also highlighted the importance of time freedom alongside financial freedom. Roy encouraged entrepreneurs to learn from online resources like YouTube and invest in personal development. He also advised entrepreneurs to buy their name as a domain for easy online visibility.
Jim “The Rookie” Morris is no longer a rookieIn this captivating episode of The Travel Wins, I had the honor of sitting down with Jim "The Rookie" Morris, whose extraordinary life story transcends the baseball diamond to inspire millions worldwide. A man who defied the odds, Jim's journey is a testament to the power of resilience, faith, and the pursuit of dreams, no matter how impossible they may seem.Jim's passion for baseball began at just five years old, setting his sights on a dream of pitching in the major leagues. But life had other plans. Injuries and setbacks dashed his hopes by the age of twenty-five, with doctors delivering the crushing news that he would never play again. Yet, life has a way of writing unexpected chapters. Against all odds, at the age of thirty-five—when most athletes are stepping away from the game—Jim found himself pitching for the Tampa Bay Devil Rays. His remarkable comeback was so incredible that Disney immortalized it in the beloved film *The Rookie*, starring Dennis Quaid. The movie became a box office sensation, earning accolades like the ESPY for Best Sports Movie and the CAMIE award for its uplifting message.But Jim's story didn't end there. As an accomplished author, his latest book, *Dream Makers*, explores the untold facets of his life beyond the diamond. From navigating a tumultuous relationship with his father and battling addiction to finding solace in the wisdom of his grandfather, Jim's memoir delves into the profound lessons he's learned. *Dream Makers* emphasizes the importance of surrounding yourself with extraordinary individuals who challenge and uplift you—lessons that resonate in both personal and professional realms.Since 2001, Jim has been sharing his inspirational story with audiences around the globe as a motivational speaker. His travels have taken him to prestigious stages like The Million Dollar Round Table, where he's spoken twice, and earned him accolades such as the Bobby Bragan Youth Foundation's Lifetime Achievement Award. Jim's talks are more than just speeches—they're transformative experiences, inspiring listeners to face their own obstacles with courage and determination.On this episode of The Travel Wins, we dive into the logistics of his life on the road, balancing his passion for inspiring others with the demands of constant travel. How does he maintain his connection with his family? What keeps him motivated as he journeys from city to city, empowering audiences with his story of redemption?Whether you're a fan of “The Rookie” or simply need a dose of inspiration, Jim's incredible story will remind you that it's never too late to chase your dreams—and that the power of perseverance can lead you to unimaginable heights.
Karyn Buxman, RN, MSN, CSP, CPAE is an international speaker, successful author, master neuroplastician, brain-based coach, and neurohumorist (she lives at the intersection of humor and the brain). Karyn is the global authority on high performance humor and her undertakings include her TEDx talk—How Humor Saved the World. As a neurohumorist, Karyn's career resides at the intersection of humor and the brain, helping high performers achieve greater influence and optimum health through the art and science of applied humor. Karyn is one of 275 professionals (and one of only 62 women) in the world to be inducted into the Speaker Hall of Fame. Karyn speaks internationally to organizations that grasp the important role that humor plays in business, health, and life. Among her 800+ clients over 35 years are the Mayo Clinic, AARP, NASA, and the Million Dollar Round Table. Website: https://www.karynbuxman.com/
In this episode M.C. Laubscher shares more about his new Amazon #1 best-selling book, Get Wealthy for Sure™: The #1 Financial Strategy for Business Owners to Multiply Wealth Predictably. As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.'s passion is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families. M.C. is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies. M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking. The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts and Spotify. It has been downloaded millions of times in over 180 countries. M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™. M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals worldwide. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences. Interview Links: https://www.getwealthyforsure.com/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book Audio: https://podcasters.spotify.com/pod/show/21-best-cashflow-niches The 21 Most Unique Cashflow Niches Digital: https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches Audio: https://podcasters.spotify.com/pod/show/21-most-unique-niches The 21 Best Cash Growth Niches Digital: https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches Audio: https://podcasters.spotify.com/pod/show/21-cash-growth-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja https://podcasters.spotify.com/pod/show/cashflowninja Cashflow Investing Secrets https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets Cashflow Ninja Banking https://podcasters.spotify.com/pod/show/cashflow-ninja-banking Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875
Welcome to the Personal Development Trailblazers Podcast! In this episode, we'll explore how to uncover the valuable lessons hidden within your own experiences and how to channel those insights to support and empower those around you. Kevin is a best selling author, change management specialist and motivational speaker. A native of Ontario, Canada, Kevin holds a biomedical science degree and in the past worked his way to the top 1% of financial planners by qualifying for the Million Dollar Roundtable since his first year in business. Now Kevin inspires men and women alike, as someone who has mastered the art of resilience and hope, Kevin's philosophy as a clarity builder is strategic and results driven. Kevin has risen to the top and also faced some challenges that changed the trajectory of his life and career. He is now dedicated to helping individuals and teams flourish as they navigate through changing amid often-turbulent times. His signature message and program The Change Revolution provides a blueprint for those navigating through change and achieving great results. Connect with Kevin here: https://www.facebook.com/speakerkevintcahill https://www.linkedin.com/in/kevintmcahill https://www.youtube.com/c/KevinCahill https://twitter.com/kevintcahill https://www.instagram.com/kevintcahill http://kevintcahill.com/ Grab the freebie here: http://kevintcahill.com/keynote-speaker/ =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Personal Development Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. Request to join here: https://www.facebook.com/groups/profitablecoursecreators QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application GET MORE CLIENTS: https://app.digitaltrailblazer.com/client-acquisition-accelerator-pdf DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/ JOIN OUR FREE FACEBOOK GROUP: https://www.facebook.com/groups/profitablecoursecreators
John talks with AJ Adams — author of The Bible Business Blueprint, founder of the Gospel Patrons Community, CEO of Thousand Hills Consulting, marketing expert, speaker, coach, husband, and father. Through his company, AJ helps people grow their businesses and give generously to make a positive impact in the world. Listen to this episode to learn more: [00:00] - Welcome notes and AJ's bio [02:16] - AJ's background [03:58] - Discovering the power of public speaking [05:27] - Transition from ministry to entrepreneurship [06:51] - Financial struggles and turning point in his life [10:33] - Helping people through his business [13:00] - Prioritizing mission and culture in business [14:45] - Launching Thousand Hills Consulting [18:39] - The formula for making money without taking advantage of people [19:53] - Relationships are the true currency of business [22:43] - Jesus was the greatest marketer [24:40] - What is marketing and why is it important? [26:46] - Compassion-driven marketing [30:08] - Transforming transactional marketing into transformational marketing [31:24] - Proposing to his wife on their first official date [33:42] - Immediate sales pitches on LinkedIn [36:06] - Example of Hitch movie for building relationships [37:43] - Creating genuine relationships on Facebook [39:00] - Toxic masculinity vs. true masculinity [40:03] - Being a fierce protector and a gentle lover [42:25] - Why most men are afraid to stand up for what's right and face criticism [45:31] - How AJ improves his significant relationships [49:36] - Importance of communication in relationships [51:29] - AJ's definition of success [51:52] - #1 daily habit [52:30] - Best advice AJ received [54:32] - Book recommendations [56:02] - Wrap up NOTABLE QUOTES: “Behind every great success story is an even greater backstory.” “You can bring the passion for helping people together with the desire to earn an income, and your business can become your ministry.” “Serve your way to the sale.” “If your hands are too clean, you're not getting in the trenches with your customers. If your hands are too dirty, you're too far in the trenches, and now you'll drown with them instead of helping them.” “You don't create trust. People give us trust based on the value we've delivered.” “Relationship is the true currency of business.” “If your clients come to you because of money, they're going to leave for the same reason. So there's got to be more behind it than that. You've got to have more to offer than just what you charge.” “True masculinity is loving one woman, loving your family, being tender with your family, and being a fierce protector.” “True masculinity is not toxic. It's being tough but tender.” “If you want to avoid criticism, do nothing, say nothing, and be nothing.” “Truth inherently is offensive. And if you don't agree, that's fine. The truth does not require your endorsement. It's still true.” “An easy life makes a weak man, but a hard life makes a strong man.” BOOKS MENTIONED: Acts of Solomon (https://a.co/d/evxbmet) B.O.S.S. Moves: Business Mastery Secrets from a Million Dollar Round Table by Myron Golden (https://a.co/d/e5pgoXU) PODCAST MENTIONED: The Mark Driscoll Podcast USEFUL RESOURCES: https://ajadamsofficial.com https://www.linkedin.com/in/imajadams/ https://www.instagram.com/imajadams/ https://stan.store/imajadams https://www.youtube.com/@ImAJAdams https://x.com/imajadams https://www.facebook.com/theajadams/ CONNECT WITH JOHN Website - https://thejohnhulen.com Instagram - https://www.instagram.com/johnhulen Facebook - https://www.facebook.com/johnhulen Twitter - https://www.twitter.com/johnhulen LinkedIn - https://www.linkedin.com/in/johnhulen YouTube - https://www.youtube.com/channel/UCLX_NchE8lisC4NL2GciIWA EPISODE CREDITS Intro and Outro music provided by Jeff Scheetz - https://jeffscheetz.com/
Join Doug as he interviews Georgia Kirke, founder of Clio Books. They talk about the revolutionary world of AI-powered book writing, discussing how Clio is changing the game for aspiring authors. Georgia shares her expertise on the importance of books for building authority and thought leadership, while Doug reflects on his own authorship journey. This episode is a must-listen for entrepreneurs looking to share their knowledge and boost their personal brand through writing. KEY TAKEAWAYS Clio Books is an AI-powered SaaS platform that guides non-fiction authors through the book planning process, allowing them to speak their book rather than write it. Traditional book writing methods can be time-consuming and expensive, but Clio reduces the time by 93% and costs a tenth of traditional methods. Having a book establishes authority and thought leadership, opening doors to speaking engagements and industry recognition. Consistency in content creation, including books, blogs, and podcasts, is crucial for building a strong personal brand and sharing expertise. Clio doesn't replace the author's thinking or content; it streamlines the process and structure, making book creation more accessible. Effective book marketing strategies include creating a targeted hit list of ideal clients and strategic partners for personalised outreach. Trademarking key phrases or titles can add extra authority to an author's brand and make them more memorable. While immediate financial returns on books may not always be evident, the long-term benefits in terms of opportunities and brand building can be significant. BEST MOMENTS "Clio is an AI powered SaaS platform that leads non-fiction authors through the book planning process, provides the structure, gives you a talking plan, and then asks you questions, and your answers then become the book manuscript that Clio types up for you." "Writing and books are synonymous, yes, but it's not accurate that you have to become a writer in order to author a book." "Books and authority go hands in hand and, and in fact, the word author comes from the original Latin word for authority." "I know my book sort of kept me up with the Million Dollar Roundtable, MDRT, and you know I've been invited to go on a committee about membership services and so that's happened and then somebody else is talking to me about the possibility of speaking at the conference next year, which would be amazing." "Don't write your book, speak your book. Get onto the Clio site, follow Clio, loads, loads of exciting things to come." EPISODE RESOURCES Georgia Kirke - CEO & Founder of Cliobooks.ai Website: cliobooks.ai linkedin.com/in/personal-brand-how-to VALUABLE RESOURCES Website: http://dougbennett.co.uk/ Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug/ Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk/ Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business/ Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.
In today's episode of The Hero of the Hour podcast, Mark Murphy has an insightful conversation with Nick Palumbo, one of the top leaders in the financial services industry. Nick holds the nation's record of writing the largest death benefit ever in US history ($500 million). He was awarded President of the Executive Committee for Guardian Life and has been a member of the Top of the Table for the Million Dollar Round Table for 30 years.Nick's mission extends beyond finance; he co-authored 'You Have Infinite Power' and guides clients to holistic success through his T.R.A.N.S.F.O.R.M.A.T.I.O.N. Doctrine.In this episode, Nick shares his remarkable journey from growing up in the Bronx to becoming a powerhouse in the financial world. From his early days in a suburban town to his entry into the financial services business at the age of 21, Nick's story is one of resilience and determination.Listeners will discover Nick's transformative experiences, including his martial arts training in Korea and the profound insights he gained into unlocking human potential. Nick dives deep into his T.R.A.N.S.F.O.R.M.A.T.I.O.N. Doctrine, revealing the keys to harnessing the power of thought, overcoming emotional scars, and achieving lasting success in all areas of life.Throughout the episode, Nick and Mark explore the importance of mindset, attitude, and self-image in achieving financial freedom and personal fulfillment. Nick's wisdom shines as he shares practical strategies for navigating the complexities of wealth creation and retirement planning.Tune in to this episode for a masterclass in financial empowerment and personal growth, and learn how to unleash your infinite power for a life filled with passion, purpose, and prosperity!What You'll Learn in this Show: The transformative power of mindset and belief.Strategies for overcoming emotional barriers to successTapping into human potential, mind power, and legacy creation.The importance of holistic wealth planning and retirement strategyFinding joy and growth in life's challenges.Practical tips for achieving financial freedom and personal fulfillmentAnd so much more...Resources:Eagleperformanceacademy.com Mark B. Murphy websiteNortheast Private Client GroupMark B. Murphy LinkedinNortheast Private Client Group Youtube ChannelBooks:Get Mark's Book Here: The Ultimate Investment: A Roadmap To Grow Your Business and Build Multigenerational WealthExtraordinary Wealth: The Guide To Financial Freedom & An Amazing Life
Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk
Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk
Podcast guest with https://tmxadvice.co.nz/ Chapters 00:00 The Million Dollar Roundtable and Advisor Success 06:48 Continuous Self-Assessment and Improvement as an Advisor 38:20 The Emotional Aspect of Being an Insurance Advisor 45:02 Balancing Sales Skills and Articulation in the Insurance Industry 53:38 Enhancing Motivation by Starting with Easy Tasks
Herman "Lee" Jimerson II owns a wealth management practice in Saint Louis, MO in the Chesterfield area. He started his practice in 2017 and only 5 years later was nationally recognized as not just one of the fastest growing advisor practices, but a qualifying member of the Million Dollar Round Table. An organization that recognizes the top 1% of advisors in the industry. Lee shares with us his perspective and experience as a successful, young financial advisor in Saint Louis.
Aubrey Branch is the Chairman and CEO of Branch Hernandez Insurance Consulting. He began his working career in a sugar refinery in Louisiana but soon transitioned to the insurance industry after meeting a local door-to-door insurance salesman. Within six months, he became a Million Dollar Roundtable member. Seeking greater opportunities, he moved to California and eventually Nevada, where he and his business partner established the largest minority-owned full-service insurance brokerage in the state. With over 40 years of experience, Aubrey has cultivated key relationships through community, political, and professional involvement. Over the years, Branch has held leadership roles in various organizations, including as a past President of the National African-American Insurance Association and the North Las Vegas Rotary Club, and has contributed to numerous diversity initiatives. His legacy continues through his son Quincy, a nationally respected industry leader and it is clear the roots he planted will continue to impact the industry in positive ways…all because he got a license! Aubrey Branch Online: https://www.bhains.com/ Aubrey Branch Linked: https://www.linkedin.com/in/aubrey-branch-760958a/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Buy the 'You Should Get A License' Book: https://a.co/d/cgjRqNT Looking to get into the industry?: https://Bit.ly//Ysgetalicense Support this podcast: https://anchor.fm/ysgetalicense/support Host Social Media: IG: https://www.instagram.com/ysgetalicense/ Tik Tok: https://www.tiktok.com/@ysgetalicense Linked In: https://www.linkedin.com/groups/12524487/ About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional and Author based in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services directly, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: https://www.instagram.com/therodpowell/ Linked In: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/ysgetalicense/message Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support
Tim Yurek (Founder & CEO of Tier 1 Capital) is a highly accomplished financial consultant, veteran, and thought leader in his industry. Tim has spent over 35 years helping thousands of people across the country achieve their financial goals. He specializes in growing businesses, attracting and retaining top talent, planning for business succession, and converting business equity into cash. With his global recognition and membership in the Million Dollar Round Table, Tim offers valuable insights and strategies to his clients to help them achieve financial freedom. His expertise has been featured on major media outlets such as Bloomberg TV.
In this episode of Welcome to Cloudlandia, I reflect on the successful launch of our inaugural CoachCon conference, which brought together 350 members of the Strategic Coach community in Nashville. The vibrant energy of Music City and the exceptional facilities of the Music City Center made for an experience surpassing expectations. Our discussion centers on cultivating the mental fortitude needed to remain anchored amid future-focused hustle. We connect this to aspects like political endurance while acknowledging the enrichment that unfolding daily actions alone confer on tomorrow's potential. SHOW HIGHLIGHTS We recap the inaugural CoachCon Conference in Nashville, noting the participation of 350 strategic thinkers and our partnership with Agile for event organization. I share my personal stance on cowboy attire and backyard barbecues, highlighting a preference for distinctively non-Western wardrobe choices. We reflect on aging and the evolution of long-term vision, contrasting my early career's short-sightedness with the strategic foresight demonstrated by successful individuals and families. I celebrate another birthday and contemplate the depth of understanding that comes with each passing year, using the experiences of Kathy Ireland as an example of life's cumulative experiences enriching future visions. We explore the importance of journaling and manifesting desires into reality, discussing how projecting our goals into the future contributes to personal growth. The discussion covers the importance of crafting a future-focused vision, especially as one grows older, to avoid feeling diminished with age. We examine the significance of living in the present moment and how our current actions lay the foundation for future success. Personal insights are shared on the perception of time and the possibility of slowing down our experience of it through heightened consciousness. We speculate on political endurance and the uncertainties in the political arena, likening it to a horse race with a focus on the candidates' abilities to sustain a full term. The conversation includes a mention of upcoming travel plans, expressing a commitment to continue these enlightening conversations from wherever life takes us, whether it be a London hotel or a Cleveland suite. Links: WelcomeToCloudlandia.com StrategicCoach.com DeanJackson.com ListingAgentLifestyle.com TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dean: Mr Sullivan. Dan: I am back from Nashville. Dean: That's what I hear. I am excited to hear all about it. It looked like a real party it was a total party. Two parties. Dan: Yeah, so providing some context for the listening audience. We had our very first community conference and I say that because you did not get invited unless you were connected to someone in the strategic coach community and it's our first conference of this kind called CoachCon. And as a result of it. I already committed at my birthday party, which was on the second night, two-day conference, second night and I said we're going to have one in 26. So we're thinking we'll do this every two years Okay, that's amazing. Yeah, and we had 350, which was good for, you know, our first experience. Dean: And. Dan: I will say that we're really committed to Nashville. Nashville is just such a great city to have a conference. It's just. The city itself has an enormous amount of energy and the Music City Center is just a marvelous venue. It is so big it staggers your imagination. It's two blocks long by almost two blocks wide, and if you look at it from the air, from above, it looks like a guitar. Dean: Right, right right. Dan: Yeah, which you wouldn't do in Toronto. Dean: It would have no meaning, it would have no meaning. Dan: It would have no meaning in Toronto. Okay, it would. Dean: And anyway I was working with go ahead. I was just going to say not to say that Toronto has a pretty wonderful convention center facility too, downtown, yeah, but Nashville has a great. Dan: Nashville has a great Nashville has a great convention center. That's the truth. Yes, yeah, as a matter of fact, one of the smart moves we made as a company is that we immediately hired a convention conference company called Agile. I think they're from Kansas City and Minneapolis. They have two branches to their company and so, right from the very beginning, our team members were working with their team members to create the event, and this was a year and a half in planning, and they just are the perfect interface between yourself and then the venue itself, who have their own team. So it's really it's really a triple play of three teams working together to create the event. Dean: And I mean it's such a, it's such an engine. I had such flashbacks, you know, seeing the footage that was coming out of there of the room and the setup and the way everything was. Or you know that we did an event roughly twice that size every month for 14 years. You imagine, like the engine that it takes to put that, to put that on the logistics of it. That was what the main event was. We'd have, you know, 600 or 800 people every month. It was something. Dan: Yeah, are you speaking about one of your? Dean: events. This was with Joe Stumpf when we did the buy referral for the real estate agents. That was what we did. Dan: Oh, that was where you did it, that's where you did it that's where you did it yeah, that's right well, here I'm trying to impress you and you're just tolerating me no, I mean there's some. Dean: There's an exciting energy around a uh, a big event like that. I mean there's, but it's a very different energy. Dan: Yeah, wasn't it in Nashville 14 times. Dean: No, we did. We were all over the country. We did one a month. We did one every month for 14 years. Wow. Yeah exactly so Nashville was in the rotation that's like 168. Dan: That's like 168 conferences. Dean: Yeah, we did over 200, actually is what it was, but that was like a circus coming to town every month, every month, yeah. Dan: Anyway, I was talking to one of the black backstage crew. I was talking to one of the black backstage crew. You know who'd do the get you ready for going on to the front stage and I said we have 350 people. If you had other conferences going on at the same time. Our size, how many could you have? And he says I think around two dozen dozen we could be doing in the same building at the same time. But then when you get outside of the music center it's just filled with all the sorts of clubs yes and broadway, which is their big party street, is about two block, two blocks away, and there's lots of hotels. Dean: There's lots of hotels around, so's lots of hotels around, so you can feed into it. Dan: I was at the Four Seasons in Nashville. Dean: Of course you were. Yeah, did you get a hat and some boots to celebrate your 80th birthday? The Nashville way? Dan: I did not, and I'll tell you, my approach to cowboy hats and cowboy boots is about the same as my approach to backyard barbecues, and that is, I will celebrate my 80th birthday without ever having participated, actually organized one of those, and so it's on the list that I'm going to try to get through my whole life without doing I love it. Dean: That's the greatest thing. Dan: Dan. Dean: I can't tell you how many times I've used the. You know people are going through their whole life hoping to never have to meet you. Dan: I was having. Dean: I had lunch with an attorney friend who's a personal injury attorney and you know he works primarily with people in accidents and I said you know the challenge with his marketing is that it's acute onset and you know nobody is preparing for or anticipating the need to meet you. Dan: And I said in fact most people are hoping to go their entire life without ever having to meet you and if they get to, good for them, you know, yeah, funny, yeah, yeah, some people's marketing challenges are more severe than others yeah that's exactly right, well, yeah you know, as you know to be being that we're right at the beginning, when I started my coaching life, which was 50 years ago, in 1970, the people which was called Top of the Table and the table is a previous organization which started, I think maybe 50 or 60 years before, which was called the Million Dollar Roundtable, and it was a certain amount of sales qualified you and you got to go to the acronym mdrt. That was the thing, and. But in the early 70s they had gotten together and said let's take a top 500 in the world and and establish ourselves as the top of the table. Okay, and so right off the bat, in 74 and 75, I had one who was just a great friend and promoter of what I was doing at that time, because it was just being out there testing out this thing called coaching for entrepreneurs. And then very quickly I got others because they talked to each other a lot without seeing each other as competitors. And one of the things that I really remember is just getting really, really deep into how life insurance agents operate. And it's a tough marketing proposition because you have to engage people in a conversation about what's going to happen after they die. I mean, that's the premise of life insurance and the other thing is you're doing it for other people. And really you're doing it, and I had one of the great ones. These were, in the first instance, they were all Toronto-based, that's where we were, and I remember this one he would deal with, very wealthy. One of the things that attracted to me to these top life insurance agents is that their entire clientele were entrepreneurial. Okay, they didn't have corporate people, they had people who created their own businesses. And I remember this one agent here in Toronto. He said the first thing you have to zero in on again, it's a difficult sale is what the individual, who's a wealthy individual? What do they love that they want to be remembered for having been a great person after their life? What is it that they love that they would ensure and he said so. He had this line of questioning with. That went something like this he said first of all, as we talk about this, do you love your wife? And the person would say no, not really, not really. He says do you love your children? That would be a flat no. And he says no, I don't love my children. He said do you love your employees? And he says no, I don't love my children. He said, do you love your employees? And he says no. Finally gets to number four is do you love your reputation such that after you die, people will say you know he really loved his wife, his children and his employees? He says yes, I do love my reputation, and he says, ok, let's ensure your reputation. He says until you find out what someone loves, you might as well not talk about your legacy, and everybody has a different one. So the big thing everybody has a something that they want to be remembered for. So he says that's the thing that we have to ensure. Dean: And it's amazing. Amazing, isn't it, that there's always the reason behind the reason. Dan: It's funny yeah well, well, there's ultimately. There's the reason, the others aren't a reason you know, and actually that's true, yeah, and you have to find out what makes the person tick. You know, know, I mean everybody who lives for a long time and is very active in doing it has something that's right at the center you know, and I think it's idiosyncratic. Dean: What do you mean by that? Do you mean, that it's? Dan: I don't think it's predictable. Dean: Okay, right. Dan: Yeah, there's a deeper. I don't think everybody is Well. If you have the money to be different, then you're different in the way you want to be different. I mean we're talking about people who can write a check and they can write a big check. And what do they write the check for is the big question. And they're not doing it out of need, they're doing it out of want. Dean: Right. Dan: My contention is don't do things out of need. Do them out of what you actually want, because that represents much more of who you actually are than doing things because you need to do them that's an interesting because that's why or is that why you spent so much time 25 years. Dean: I remember you saying you made a commitment to every day writing what do I want. I journal for 25 years. Yeah. Dan: And because I was coming off a divorce and bankruptcy which coincided on the same day, that was, August, August 15th 1978. Dean: Yeah. Dan: And you know, divorce and bankruptcy qualify as two bad report cards. Dean: Right. Dan: Right right right, yes, I mean any way you interpret it, it's a bad report card and so you know I was kind of in a state and one of the neat things when you go through a divorce and bankruptcy, people don't throw parties for you to have you come and explain it you know they give you a lot of peace and quiet of your own, you know, yeah. So I had about four or five months after August to think this through and I said you know, the reason why these things are happening is I'm not telling myself what I actually want. You know I'm assuming certain things about other people. I'm expecting other people expectations, assumptions about other people and other things. And I said, you know, I think the key here is that I'm not actually telling myself what I want. Dean: And so. Dan: I said myself what I want and so I said so. Nobody cares if I was divorced and bankruptcy, and nobody really cares whether I amount to anything you know you know, and I was 30, 30, 34 years old at that time. And once you hit 30, nobody cares you know, it just, we invest a lot in younger people until age 30 and then they kick you out of the nest and anything that's going to happen in the future, you're going to do it on your own. You're not going to get a government grant to do it. And so I said, well, what I'm going to do is I'm just going to have one goal here. So I said, well, what I'm going to do is I'm just going to have one goal here. For the next 25 years, every day, I'm going to keep a journal and I'm going to write in it something that I want, With one constraint I'm not going to use the word, because I'm not going to use the word. I just want it, I just want it. And I did that, I did it for 25 years I missed want it, I just want it, and I did that. I did it for 25 years. I missed 12 days. There are 9,131 days in 25 years including the six leap year days, and so it's 9,131. And I did them on 9,119 days and my relationship with Babs came out of that. The whole strategic coach came out of that. You know and all sorts of things, like the lifestyle I'm living and you know why today I don't have to think about money at all because the money's there and you know, and the type of people I'm spending my time with. So it feels good, but that that the other thing is I. What it proved is I have the ability to stick with something for 25 years, right on a daily basis on a daily conscious basis. Dean: So still journal. Do you, uh, do you still journal? Dan: well, Dean, that's a really great question. I do journal, but it's in the form of using my tools on a daily basis. Dean: I got you Okay, so you're thinking about your thinking every day, like my fast filter, my fast filters. Dan: Yeah, you know fast filters. I'm saying what I want. It's just mutated into different forms. I want it's just mutated into different forms, but there isn't a day that I go through where I'm not stating something that I'm planning to achieve sometime in the future. Dean: Yeah, yeah, yeah, yeah, that's really. That's something I'm coming up. Next April will be 30 years of, you know, daily journaling. Yeah, I mean of sequential, and I actually have all of the journals. It was April 1995. I would journal. I was always someone to write down my thinking, but not in an organized, archival kind of way. But April of 1995 is my journal number one the official like keeping that. Dan: So next year is the 30 years. Yeah, and it's so funny that you know, like you said, I think more than half your life. Dean: Yeah, that's exactly right. I just turned 58 on Friday and that was a you know, you mentioned you know at 30, I noticed that you did it at 29. Yeah, that there's a different you know different experience level at 58 than there is at you know 29. Dan: Oh yeah. Dean: Yeah, I remember when I first started with Strategic Coach in 1997, year one that was, I remember the three-year kind of vision thing was it was difficult for me to even like see three years into the future because everything up to that point had been constantly evolving. You know, and I just remember, as in real estate, you know, when I was young, starting in real estate, I remember there was talk of the, you know, halton hills the town where I was, had just released their 20 year plan and I thought to myself, man, that's like that's forever, that's a lot. I don't never get here. You know, 20 years, I can't imagine that they're thinking that far ahead. And I had a couple of experiences like that. One of the largest sale that I ever made was to an italian family that was land banking. They bought land on the corner of ninth line and steels in halton hills that wasn't going to be developed. Dan: we we're talking about Toronto. Yes, right, exactly Greater, Toronto area. Dean: Yeah, in Halton Hills that was like the outer edge of the greater Toronto area and their expectation was that this was going to be land that would be developed in 40 years and that was almost exactly true as to when it, you know, came about. It's just kind of that was their model. They would, you know, go, they were a development family and they would go out to the edge and buy the land that was inevitably going to be the development. So, you know, they owned a lot of land in Brampton and Mississauga that were, you know, at the time, rural areas that they bought, you know, 20 years previous, in the 60s, at that time, knowing that was going to be developed later on and what an interesting like long term vision, like that. But that tell that story, because I always like to have you know kind of I look at my birthdays, I like to have like a day of reflection and looking forward and you know real and yes, uh, two days ago was your birthday, that's right, yep, and so you know, looking, I have a completely different understanding and experience of what 25 years is, yeah, than I did when I was 29, right, and so it's like, not you know, because I can still remember cracking the you know seal on journal number one, april 1995, virginia Beach. That was the you know day one journal one, and I still I can transport there, you know know, right now. It's just amazing how your mind I'm just like I'm sure you can immediately remember your lunch that you had on the day you got bankrupt and divorced. You know, you probably recall that right there, but you couldn't imagine it was actually a good lunch yeah, that right yeah because it was on the credit card you were about to turn in. Dan: Yeah, the interesting thing about it is I've been working on a concept and I was reminded of it because for our top guest speaker at the conference we had Kathy Ireland, the very famous model. Dean: Oh, wait, it wasn't Joe Polish. Dan: As I said, we had our top speaker. It was Kathy Ireland. Joe was good. He was one of the three main speakers. Right yeah he should be delighted with that. Yeah, he should be delighted with that. Dean: Anyway. Dan: Kathy Erland talked about how her intent was not to become a model. Not that she was against becoming a model, but that was never her intention to be a model. And she was just approached when she was on the beach in Santa Barbara California when she was 17. On the beach in Santa Barbara California when she was 17. And an agent came up to her and said you know, I think there's a niche that if you wanted to become a model, you would really, you know, sort of a tomboy she's. You know, she was very athletic, she was very muscular and she, you know, she sort of had freckles and you know, and she did wonderfully for 15 years from age 17 to 32. And she was on many covers of magazines, especially Sports Illustrated, and but then when she was 32, she just decided to stop and while she was a model, she had taken a crack at creating different kinds of businesses, so it wasn't something new, she said. I always knew I was going to be an entrepreneur and that the modeling gave me a bridge from where I was born, where I grew up, to the outside world. And then she stopped at 32. And for the last almost 30 years's created a three and a half billion dollar global company. And it was really great. We have jeff madoff interviewers, so jeff, is how I know I had. Jeff is how I know kathy, because he had her as a guest at a marketing class that he teaches at one of the New York universities. But one of the things I found in common with her she said I like getting older because you just know so much more, and one of the things I'm really appreciating at 80 is that I can really I can think of my life in terms of at least seven decades. You know, the first one's a bit sketchy, you know, because you hadn't really become conscious. Dean: But you've recalled being out in the woods. Oh, no, no. Dan: I have very good memories below 10. And I think I've enhanced them some, but you have what's possible over long periods of time, you know and what you will stay with over long. I think one of the principal pieces of knowledge that you get as a benefit of getting older is you have a very clear idea of what exactly what you will stick with over a long period of time and we're just, and we're just trading reports here of something you stuck with and what I stuck with over a long period of time, and young people don't have the advantage of doing that that's exactly right. Dean: Yeah, you can't imagine and it's very interesting to see how I spoke things into existence in that journal, leading up to them, like describing what I want, and to see how they started out as a seed in the journal and then became reality. You know, something it's interesting to see and you wonder, you know, part of it is to keep that, you know, keep that rolling, keep it now looking forward in the next five. It's as you say, it's, you know, your I love about you at 80 is that your, you know future is still bigger than your past and that's kind of an exciting thing. Dan: Yeah, I will say. This doesn't naturally occur just by living years. Dean: No, no you have to be. Dan: I mean the. To make the future bigger than your past at 80 takes a lot of. Dean: Yeah, especially when. But maybe that goes to what your print too. Right, just achievement is a thing, that's a motivator for you. For the sake of parties, for the sake of parties. That's all the bigger parties. That's all the bigger parties. That's great, yeah, yeah. Dan: Someone was asking me that. You know, when I looked at the conference that we just had in Nashville, wednesday and Thursday, people said, well, how would you plan a conference? I said, well, I didn't plan the conference. It was my team members to plan the conference. So it was my team members to play in the conference. But I said my attitude toward the conference is what the party is going to be like on the final night. Yes, I work backwards from the party. What has to happen for it to be a great party? Dean: Right. Dan: Well, this is very exciting, that now it's just coincidentally, two years from now, we do it at the same time. Dean: That be, yeah, first week of may is a good day. Dan: It's a good time, it's good and we would do it at nashville and we would do it at the music city. I mean, we're far enough ahead on the schedule that we know it would be your 60th birthday. Dean: Yeah, that's right. Yeah, that'll be right in time for peak Dean on my health journey here. You know that'll be Back to my. Dan: That was the year of the peak Dean. That's exactly right, it's almost, like you know, a periodic visit of the northern lights. Yeah, yeah. Dean: No, I think that's very exciting. Yeah, and I've already said even more. Dan: I've already yeah, you put it in the calendar. It'll be the week of your birthday, probably okay, I mean I don't know what the week looks like, but let's find out now. Dean: I'm yeah, but yeah, nashville, early early 2026, may 10th is a Sunday. Yeah, it won't be that, it won't be on a. Dan: Sunday no, but it'll be the week. It'll be the week before, it'll be the week before. But the thing is now that they've done it once and we've got a date in the calendar. First of all, they can put the date in the calendar and they can get the event company plugged in. And they can get the event company plugged in, they can get the reservation at the Music City. They can get the hotel bookings I think the hotel bookings most hotels you can't get in for about six until six months before. Dean: But as early as you can. Dan: And yeah, we had a lot of bookings at the Four Seasons and you know, and we came in from the airport on Tuesday or on Tuesday? No, on Monday we came in, am I right? Dean: here. You came in on the Monday, yeah, because we spoke last Sunday yeah, I think I came. Dan: We came in on the Monday, yeah, and and we. But when we arrived, there was this whole meeting party of Four Seasons personnel. They came up to us and treated us like they liked us oh right, imagine that yeah, which I take regardless of what their motive is it doesn't matter, it still feels just as nice. Dean: Yeah, I think that's great. Mr. Dan: Sullivan is the general manager of the hotel. Oh, we're so happy to have you, Thank you. Thank you very much and a very friendly guy, yeah. So anyway, I'm going to work on this. The value of age. You know, there's a lot of people and I'm noticing them, because I'm starting to notice how people who are getting up in years I won't say they're my age, but they're getting up in years are falling into the general narrative of how people act when they get older and I'm just so convinced that they feel diminished because they haven't constantly worked on having their future bigger than their past. Yes, there's a point where they stop creating their future whenever that was there, was you know, well, and I think that you really have. Dean: It's a discipline that I constantly have to get myself to turn and have my gaze future focused, because as you do get older, you start that there's more to look back on. You know, and you spend a lot of time revisiting the past, but all the action is in the future. Dan: There's nothing, nothing you can do about the about the past, but yeah, but what I do is that I the past, if I remember. It can only be raw material for creating something new for the future. Dean: Yeah. Dan: Like when I go back and I remember a situation, I'll say now what did I learn from that situation that I can use in the future? You know, I don't accept the past's interpretation of itself. Dean: Yeah, say more about itself, yeah. Dan: Say more about that. Yeah, and I had a friend for a number of years who I'd gone to college with and we've, you know, we have been in touch for 20 years and he said you don't have any nostalgia, do you? You don't look back and have an emotional. And I said no, I mean, first of all, I was given a chance, you know, when I was having the experience, to appreciate what it was Okay. So it had a momentary opportunity to really imprint me with its importance. But if I'm looking back from 20 years ago, it's my interpretation of what it means to me going forward, not the interpretation. And I'm noticing, with the boomers, you know, there's nothing more disgusting than a nostalgic boomer. Dean: Yeah, like thinking about back in the day. Is that what you mean? 60s? Dan: well, 60s, you know, that's the usual. The 60s and 70s, you know, and they were going to turn the world on its head. And then they became civil servants, they got jobs as government employees or they became teachers and everything else. And then you get with them and they go back and they say, oh, those were the days, and everything like that. And it's kind of, but I have this notion that up until 30, society really supports you. Society invests in you, the government invests in you, the community invests in you, your parents invest in you, the teachers, everybody invests in you. And at 30, they cut it off and they set you free. And it's like I say about people say well, e know they have very high purchase. When the chicks are born, you know they're hundreds of feet up the eagles, and then on one day the mother eagle, just there's little eagles, they have wings. You know they have feathers, they have wings. She just pushes them all out of the nest. They have wings, she just pushes them all out of the nest. And the ones that don't hit the ground know how to fly. The ones who hit the ground, you don't have to worry about them. Wow yeah, and I think society at a certain point they just push all the 30-year-olds out of the nest and they want to see if you can make anything. Is there anything different or unique, and if there isn't, you just, more or less metaphorically, you hit the ground and you're nothing more than what things were before. Dean: There's nothing new. Dan: There's nothing new, but I pushed myself out of the nest when I was 18 years old, so the time until I was 30 didn't really mean anything. Dean: Right. Dan: But I don't comprehend nostalgia, because my emotions are in the present, they're not in the past. Dean: Yes, yeah, and that's what you realize, even in the future. I think when we were talking in Palm Beach earlier this year about the, you know the main thing is the future is really only shaped by the behaviors and habits and happens Really. Dan: The future is shaped by your present capabilities. Yeah, so I don't want to be looking backwards, as I'm living the present. I want to be fully alive because it's my up-to-dateness with the present that determines the quality of the future. Dean: Yes, yeah, bringing there here. Dan: Yeah, it's really interesting. We had a whole raft of speakers. Dean: Yeah, tell me about some of the highlights. What were some of the highlights? Dan: Well, I didn't get to all of them, because I went to every hour. You had a breakout session. I went to it, but there were different streams and tracks. I mean they're all going to be videoed. I mean they were all videoed so everybody's going to be able to see them. But I went to one and they had a couple of futurists there and I wasn't impressed. I wasn't impressed, and more and more over the last 10 years, since we did the collaboration with Peter Diamandis to create Abundance360, I always knew that people could be trapped in the past, in other words, that they were doing every day trying to hold on to the past. Okay, but I'm just as convinced now that people can get trapped into the future. They can get trapped, that they can't really be aware of what's going on right now because their mind is in a realm that hasn't happened yet and one of the things I know it makes them very nervous, makes them very anxious, anxious. And the thing that I found really interesting about these two speakers, the husband and wife team, was that they were making up all sorts of crazy words to describe what's happening, and you should be aware of this. And they had a word called templosion, which you know temp is, I guess, a Latin word for time, something and implosion, which I guess adds on a notion of explosion and that we're in a period of templosion, where there's hundreds of different ways that you're going to have to choose your life. Dean: And. Dan: I was sitting there and I said no, well, I know, 20 years, or I know 20 years from now, exactly what my life is going to look like. I don't know the details but, I, know it's going to be a direct extension of what I'm doing today. Dean: And. Dan: I know 80 percent of it. It will be expanding. I'll meet all sorts of new people. There's all going to be, but what's happening in the rest of the world and what other people are doing really don't, it doesn't really matter to me that much. Dean: I like that. I mean, that's what I realized in the journaling. I have two things. You something you said about. You know that spending time, you know, in the future is there's a lot of temptation or opportunity to just stay constantly planning and thinking about the future without actually you know, I've been using the word applying yourself. You know, I found that it's in our minds the things that motivate us to actually do something. We only do things in the present. So our own, you know our, you know our behaviors extended over time are what we define as habits, but it's really the behavior that's to be done today. You know, and I realized that writing in your journal and thinking about or planning for, or architecting or doing all these things that are future gazing is not actually applying yourself, it's not actually putting anything on the record. It's the equivalent of to the committee in our brain that actually controls what we do. It's the equivalent of quietly sitting in the corner coloring. Because no matter what anything that you do in your journal. The great deception is that it feels like that's actually making a difference. Right, that you're actually accomplishing something, but it's not. Until you break that barrier of getting it out of your head into and on the permanent record in the form of an action or a behavior. It's not going to do anything. Dan: Well, I think the big thing and I think it's a hard realization. I think it's maybe one of the harder realizations that nobody has ever lived in the future and nobody has ever lived in the past. Yeah, you only live in the moment. You know, and it and a lot of people just aren't capable of being conscious of the moment because their attention is being either dragged back backwards or pushed forwards and they're thinking about next, they're not thinking about next year. They're not thinking about, they can't think about next year because everything's happening right now. They can't think about 10 years ago, because everything's happening right now, and I think being present-minded is hard. Yes, I think it takes really an enormous amount of mental muscle to actually just be aware that things are happening right now and the way you handle things right now basically makes the future. Dean: Yes, that's the only thing that makes the future. It's the brick by brick layer. Dan: You know what I mean it's really the truth. Dean: It's that in the tapestry or whatever, that we can only see the accomplishment of it. But you realize that you can. Dan: I bet in the world of brick layers it's what a person can do in a day that really puts them at the top of their craft. Dean: I think you're absolutely right. Yes, and it's only on the reflection. You know, great walls are only built on the you know, compilation of daily accomplishment. Dan: Yeah. Dean: You know the thing is you can change any of it at any time. You know the thing is you can change any of it at any time. That's what I realized is in reflection, you know, when I was thinking about those, the elements of a perfect life, and really getting down to the, you know how DNA has, you know, the five elements of it, that if you look at the DNA of a perfect life, it's, you know, the elements are me, like everything. If I were to strip me naked and drop me on a deserted island, everything I have there, that's me, the portable things. Then time is life's moving at the speed of reality. 60 minutes per hour in perpetuity and you're always doing something in there, then environments are the things that are. You know. You basically put yourself in or you've been put in to an environment. That is your version of what's happening here, where, geographically, where you are, that where you live, what you have, what you do, all of those things are environments and you could, in theory, all of those things are environments and you could, in theory, move your, so I mean, you could completely change your environment. That's what you're thinking of the immigrant, right of you could leave everything behind and go change the environment and decide everything that you're going to do. Then the element of people meaning all the people that are around you, and money. So the combination of all of those five things are what create what we would call a life, you know, and I love like I find that infinitely entertaining too, you know in terms of yeah, the other thing is that, uh, one of the things that was predicted for me by other people is that as you get get older, time speeds up. Dan: Okay, and since I 70, I've experienced just the opposite. Time slowed down during the 70s and the years just took their time, and I think the reason is, I think it has to do with consciousness. You know, and I think that you know when you're, you know when you're a child, you're learning everything. So you're, you know, you're, everything is kind of new and you're exploring it and everything else, and then, as you get on, a lot of your experience you already knew that. So it's not significant, okay, but I think what happens with a lot of people, they are never actually creating their experience. There he is. I got a phone call that interrupted our phone call oh man, how rude somebody named Stephanie ok and. I immediately hit just to say you have no right. You're trespassing, that's right. Yeah, be gone. Where did I leave the thought that I was on? Dean: Well, you were talking about consciousness. That's what you were saying. Dan: Well, I think consciousness is the number of times during any time period that you're actually conscious of what's happening to you Okay. And I think it's massive when you're a child, because everything's new, right, but as we, let's say, we're now 20, we've actually mastered a lot of things that were new and now they're known, actually mastered a lot of things that were new and now they're known. I think, therefore, the number of situations when you're 20, that you're suddenly struck by something new is less than when you were, you know, four or five or six years old, okay, and so you're moving quickly from one moment of consciousness to another. And when you're six, it might be 20 things a day. That's a long day, but if it's 20 times a week when you're 20, that's a faster week, and if it's 20 times in a quarter, when you're 50 that's a really fast quarter and when it's 20 times, when you're 20 times in a year, when you're 70. I think that whether time is going fast or slow depends upon the number of consciousness things about something new that's happening in your life. And I found over the period of the last 10 years. I was back to having suddenly new conscious things that were happening. You know many times. You know many times a week or a day and time slowed back down, so it's actually being conscious. Dean: That's really, you know, that's almost like Euclidean, that's like euclidean geometry, you know yeah, that that harmonizes with something that I heard about. Why it the perception is that it moves faster is that when we're looking back, the routine reads as one experience, right? So you're looking back at the thing, if you've been, if your life becomes waking up in the same place, driving to the same job, sitting at the same desk, interacting with the same people and you look back over time at that, that all reads as one experience and it's only the new and novel consciousness moments that you were just talking about that get registered and recorded that single experience for some people may have. Dan: Another year just went by. Dean: That's exactly right and that's what oh well, that was fast where that was fast. Dan: Where's the time go? Where's the? Dean: time go. Dan: It's not a function of time, it's a function of consciousness. Right, that's exactly right, and we've had at least five conscious things in the last hour. I love that, Dan. We've done each other a favor over the last 60 minutes. Dean: I'm very excited about the culmination, the 60th. I'm reframing CoachCon as a peak theme celebration. I'm just I'm taking it for me, that's what it's. Dan: Not that you didn't have something to live for before, but we just put some kind of put a cherry at the top of your whipped cream. Yeah. Dean: I've had something that I was already on the path of you know, and that's kind of that's kind of great. Yeah, I just celebrated nine nine weeks of the peak Dean path here, so that's all it's very exciting. Dan: That's been a good nine weeks, hasn't it? It really has. Dean: Yes, it shows the whole you know thing of accountability and the plan and Somebody else's executive function, that's exactly right. Dan: Now I'm looking honestly. Dean: That's the thing Now. I'm looking for that in my you know, in deciding in my productivity now, in all the times that I'm, because I realized what an abundance of time I have you know, and very. I have what you would call very little environmental drag on my life in terms of time, commitments or obligations or people or other things, so it's a huge palette to play on Attempts on the part of other people to use up your life. Yeah, exactly, there's no claims to it, that's exactly right. So I've got no excuse. So now it's just like I get to architect this amazing adventure here. Dan: You know the thing that's going to be the highlight in the election campaign. It might happen in the next week or two where Trump finally sends the judge in the current trial in New York over the edge. He says I'm sending you to jail, and then the United States is just fixated on. Trump. He won't be in a normal cell. Of course He'll have a phone. Of course he'll have a phone and he'll be messages from Rikers Island, which is the main jail and he'll have lineups of everybody wanting to get his autograph and his picture taken in Rikers. And you know he'll be giving campaign speeches to all the prison guards and everything else. And meanwhile President Joe will have to be reminded who he is again and what his job is. Dean: Oh, my goodness. Well, we got six months. That's the exciting thing here. Dan: This is very exciting. This is very exciting. This is very, this is a and. And people say, isn't it a tragedy? I says what's a tragedy? And they said just the preposterousness presidential campaign. And I says, well, it depends on how you look at it. Because a lot of people say, well, this is crucial. You know the future, the world depends upon this. And I said, well, america has so much going for it, the United States has so much for it, it's got so much leadership at every level of activity that Americans are the only people on the planet in the history of humanity that can just treat domestic politics as a form of popular entertainment. Oh man, so I don't think you're approaching this correctly. You think that this is actually important, but it's entertainment. And then the question is who is the most entertaining candidate? And that I can predict yes. Dean: It would be amazing to see it all unfold, how it plays out. I still see Las Vegas still has all the odds makers still have Donald Trump as the winner. Dan: Yeah, I think it's in the 60s. Well, it depends on whether they're doing it with all the candidates or just the main two. But I think the betting markets I check every couple. I think the betting markets I check every couple weeks, the betting market. Yeah, it's been generally 60, 65 and you know and you know, which is surprising, because a lot of the big, wealthy democratic donors could be gaming the market, you know, just throwing a lot of money into the market. But but these are the las ve. I mean Las Vegas puts a bet on everything, so it's probably some legitimacy to what their bets are. Yeah, yeah, and it goes deeper than a particular issue. You know, it's just like. You know, it's almost like which one of them could actually be there at the end of another four years, and I think that's part of it. Holy cow yeah yeah, that's exactly true yeah, it's like a horse race, where you're betting to see if any of them could actually get to the finish line right oh my goodness, we know they could be at the starting gate. We just don't know which one's going to actually finish you know, yeah, that's so that's amazing, yeah all righty are we uh on next week? yes, nope, I'm on a plane trip to london on sunday of next week. So and the week after I, yeah, the week after I can do it from a hotel room in cleveland okay, perfect, but I'll have to give you the. I'll have to give you the date of the time. Dean: Okay, no problem. Dan: And I might have to get you up early. Dean: That's okay. It's my only thing on these Sundays. Yeah it's my only thing, so it's the highlight of my day Okay thank you, thanks, bye, bye.
Join us on this episode of the Passive Investing from Left Field podcast as we delve deep into the world of alternative wealth strategies with our special guest, MC Laubscher. Discover how to navigate beyond mainstream investments into unique niches like laundromats, fine whiskey, and even strategic metals. Learn from MC's vast experience on managing risk, diversifying portfolios, and generating passive income through innovative avenues. Whether you're an experienced investor or just starting out, this episode will open your eyes to new possibilities for building and securing your financial future. Don't miss out on this insightful journey into alternative investments and strategies that could redefine the way you think about wealth. Subscribe now and step into the world of alternative investing with confidence! About M.C. Laubscher M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.'s passion -is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.Having figured out how to escape the rat race and matrix by implementing alternative cash flow strategies and replacing his income through cashflow investing in alternative assets, he shares how business owners can do the same.M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts. It has been downloaded millions of times in over 180 countries.M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals in the world. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences. Here are some power takeaways from today's conversation:2:51 His real estate journey10:19 Alternative wealth strategies and assets17:06 Wealth map24:36 His 3 books26:01 Cashflow niches30:34 Unique cashflow niches35:25 Cash growth niches40:52 How to get his books?42:44 Can the niches be passive?45:19 Podcast recommendations This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned:Capital hacking: https://podcasts.apple.com/us/podcast/capital-hacking/id1453040812Resources Mentioned:Contact the guest:LinkedIn: https://www.linkedin.com/in/mclaubscher/Website: https://accountableequity.com/education/m-c-laubscher/Advertising Partners:Left Field Investors:https://www.leftfieldinvestors.com/Rust Belt Capitalhttps://rustbeltcapital.com/Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/Midloch:https://midloch.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
On this episode, Dr. Paul White explains how to help your team members feel more appreciated at work. Dr. Paul White is a best-selling author (having sold over 600,000 books), speaker, psychologist, and leadership trainer who "makes work relationships work." For the past 25 years, he's improved numerous businesses, non-profit organizations, schools and medical facilities by helping them: * Decrease cynicism and negative communication among employees * Create positive workplace relationships and environments * Increase employee engagement, attendance, and productivity. His recent research with remote and working-from-home employees has focused on how to practically support and encourage team members and how to keep colleagues connected while many work from home. Clients include Microsoft, NASA, L'Oreal, MGM Resorts, Mayo Clinics, the Million Dollar Round Table, MillerCoors, Caterpillar, HP, The Salvation Army, numerous hospitals, schools, government agencies, and over 750 colleges and universities. He has published articles or been interviewed by the New York Times, BBC news, Fortune, U.S. News & World Report, CNN/Forbes.com, Bloomberg Businessweek, FoxNews, Huffington Post LIVE, Fast Company, Entrepreneur.com, and numerous other publications. He's the author of several books, including The 5 Languages of Appreciation in the Workplace, which he co-authored with Gary Chapman. You can receive a free sample report of Dr. Paul's Motivating By Appreciation Inventory and a discount to purchase a registration code by emailing Dr. Paul White at yesdrpaul@gmail.com with "Christianity in Business Podcast" in the subject line. Christianity in Business is the show that helps Christian business leaders to integrate biblical values into business. | Entrepreneurship | Marketing | Nonprofit | Church | Author | Startups | Marketplace | Ministry | Business as Mission | Faith and Work | Faith | Success | Leadership | www.ChristianityInBusiness.com
On this episode, Dr. Paul White explains how to help your team members feel more appreciated at work. Dr. Paul White is a best-selling author (having sold over 600,000 books), speaker, psychologist, and leadership trainer who "makes work relationships work." For the past 25 years, he's improved numerous businesses, non-profit organizations, schools and medical facilities by helping them: * Decrease cynicism and negative communication among employees * Create positive workplace relationships and environments * Increase employee engagement, attendance, and productivity. His recent research with remote and working-from-home employees has focused on how to practically support and encourage team members and how to keep colleagues connected while many work from home. Clients include Microsoft, NASA, L'Oreal, MGM Resorts, Mayo Clinics, the Million Dollar Round Table, MillerCoors, Caterpillar, HP, The Salvation Army, numerous hospitals, schools, government agencies, and over 750 colleges and universities. He has published articles or been interviewed by the New York Times, BBC news, Fortune, U.S. News & World Report, CNN/Forbes.com, Bloomberg Businessweek, FoxNews, Huffington Post LIVE, Fast Company, Entrepreneur.com, and numerous other publications. He's the author of several books, including The 5 Languages of Appreciation in the Workplace, which he co-authored with Gary Chapman. You can receive a free sample report of Dr. Paul's Motivating By Appreciation Inventory and a discount to purchase a registration code by emailing Dr. Paul White at yesdrpaul@gmail.com with “Christianity in Business Podcast” in the subject line. Christianity in Business is the show that helps Christian business leaders to integrate biblical values into business. | Entrepreneurship | Marketing | Nonprofit | Church | Author | Startups | Marketplace | Ministry | Business as Mission | Faith and Work | Faith | Success | Leadership | www.ChristianityInBusiness.com
Mastering Your Money Mindset: How to Think Like A Top Producing Financial Advisor
Embark on a transformative sojourn with Jay, a luminary in the life insurance realm, as he narrates the pivotal switch from his electrician's toolkit to the echelons of the Million Dollar Round Table. Our latest episode unveils Jay's odyssey, accentuating the potency of persistence and the monumental impact of mentorship in sculpting a prosperous career. With anecdotes that illustrate his resilience against the backdrop of the garment industry and life insurance sector, Jay's journey is a testament to the credo that embracing rejection as a stepping stone is key to transcending professional plateaus.Dive into the psyche of a former baseball player whose tenacity in the face of skepticism catapulted him into a premier industry player. Jay's discourse delivers an empowering message on the art of converting criticism into motivation and the significance of nurturing a passion for your vocation. Taking a page from his playbook, we explore the magic woven through genuine connections and the reciprocating nature of kindness in the world of business referrals. The chapter draws back the curtain on how self-belief, coupled with the wisdom gleaned from mentors, can be the compass guiding you through the labyrinth of doubt to the pinnacle of your aspirations.Concluding with a celebration of the virtues of hard work and integrity, Jay shares the harmonic convergence of personal values and professional ethics. He imparts nuggets of wisdom on the relevance of goal-setting and meticulous record-keeping, with real-life examples that underscore the unexpected rewards of altruism and networking. Furthermore, he extends a magnanimous offer of mentorship to listeners, reinforcing the ethos that the spirit of generosity and community is the cornerstone of enduring success. Join us to absorb these pearls of wisdom that could redefine the trajectory of your career.Support the show
Roy Snarr is a nationally recognized authority on long-term care insurance whose been named “Top of the Table” six times by the Million Dollar Round Table, the premier association for financial professionals. Roy shares how he started in insurance and what it took to build his $100M agency. Listening to his interview, it isn't hard to imagine how his beginnings have influenced his attitude and work ethic—and why his advice to struggling agents strikes at the heart of one's motivation. Roy also explains why he promotes seminars as one of the best ways to generate leads, how he gets prospects to fill the seats, and how agents can implement a similar strategy. Join us this week to hear the radical tactic Roy uses to keep himself committed to consistency and how agents can adopt a similar approach, find out the #1 reason that makes hosting seminars a highly effective lead-generating strategy, and learn an easy and highly effective way to host a seminar even if you're not a confident public speaker. Visit the home of Stay Paid at remindermedia.com to revel in the world's best marketing. Connect | Resources · Website: roysnarr.com · YouTube: The Roy Snarr Show · Training: Snarr Agent Academy · FREE e-book: Lead Generation for Insurance Brokers
Today With Tim Yurek: Welcome to Window Treatments for Profit. Today I'm joined by Tim Yurek for a second episode! This time, Tim discusses the difference between exit strategy and succession strategy, and he will also explain the four steps to identify and stop inefficient financial practices, as well as how to save and borrow money in a way that keeps it in your possession. Tim is a highly accomplished financial consultant. As the founder and CEO of Tier 1 Capital, he has spent over 35 years helping thousands of people across the country achieve their financial goals. More About Tim Yurek Tim Yurek is a highly accomplished financial consultant, veteran, and thought leader in his industry. As the founder and CEO of Tier 1 Capital, he has spent over 35 years helping thousands of people across the country achieve their financial goals. His expertise includes growing businesses, attracting/retaining top talent, planning for business succession and converting business equity into cash. Tim's success in the financial consulting field has been recognized on a global level, as evidenced by his seat at the Million Dollar Round Table - an independent association of the world's leading life insurance and financial service professionals. He has also earned the distinguished honor of being designated as “Top of the Table” within the organization, which places him in the top 1% of professionals in his industry worldwide. With his extensive experience and impressive track record, Tim is well-positioned to offer valuable insights and strategies to his clients. He is committed to helping them achieve financial freedom by minimizing risk, increasing accessibility, and putting them in control of their money. His expertise and dedication have earned him a reputation as a trusted advisor and mentor to many, and his insights have been featured on major media outlets such as Bloomberg TV. Connect with Tim Yurek FREE GIFT - Buyer's Guide! Website Facebook Instagram LinkedIn LinkedIn YouTube What's new with LuAnn Nigara LuAnn University - Registration is now OPEN for the Winter 2024 semester! Watch the Docuseries! http://www.luannnigara.com/cob Get The Goodies! For checklists, resources, and extra goodies from A Well-Designed Business sign up for free here. To Get on LuAnn's Email List, text the word designbiz to 444999! Purchase LuAnn's Books Here: Book 1: The Making of A Well – Designed Business: Turn Inspiration into Action Audiobook: The Making of A Well – Designed Business: Turn Inspiration into Action Book 2: A Well-Designed Business – The Power Talk Friday Experts Pre-Order Book 3: A Well-Designed Business – The Power Talk Friday Experts Volume 2 Connect with LuAnn Nigara LuAnn's Website LuAnn's Blog Power Talk Friday Like Us: Facebook | Tweet Us: Twitter | Follow Us: Instagram | Listen Here: Podcast Other Shows Mentioned: WTFP #253 - Tim Yurek: Three Disturbing Trends That Put Small Businesses at Risk Other Resources Mentioned: Exciting Windows! 20th Annual Conference Get the Goodies! Schedule A Strategy Session With Tim 6 Critical Considerations When Planning Succession & Executive Retirement In Your Family Business
Chereace Richards is a wife, mom, author, award-winning entrepreneur, and "Million-Dollar Round Table" financial services professional. However, her story doesn't begin there. After completing undergraduate and graduate degrees in Computer Science and Information Technology, she began what was to be a successful career trajectory in the Federal Government until she and her husband were introduced to the world of network marketing. Together, they would go on to build a multi-million dollar business in that industry, but something was missing. They were making money but didn't know how to make money work for them. After an introduction by her CPA to a financial service professional, she discovered the power and value of life insurance to build generational wealth. It was then she decided to get licensed and empower others with this knowledge as well. Less than a decade later she has become a nationally respected professional and thought leader in the industry. Learn her amazing journey of a purpose-driven mission to create wealth and opportunity for her community in the most underrated industry...all because she got a license. Website: https://www.chereacerichards.com/ Instagram: https://www.instagram.com/chereace/ LinkedIn: LinkedIn: https://www.linkedin.com/in/chereacerichards/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated industry in business today...Insurance and Financial Services. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Buy the Book: https://a.co/d/bYTw4tl Looking to get into the industry?: https://Bit.ly/Ysgetalicense Follow us on Instagram: https://www.instagram.com/ysgetalicense/ Follow us on Tiktok: https://www.tiktok.com/@ysgetalicense Linked In: https://www.linkedin.com/groups/12524487/ About me: Greetings! My name is Rod Powell. I'm an author, university professor, and insurance and financial services professional in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Buy the Book: https://a.co/d/bYTw4tl Rod Powell on Instagram https://www.instagram.com/therodpowell/ Linked In: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/ Schedule Time w/ Rod to Discuss your path in the industry: calendly.com/rodpowell #Insurance #InsuranceIndustry #InsuranceProfessional #NewCareers #ProfessionalDevelopment #PersonalDevelopment #Finance #Business #Entreprenuership #IndexedUniversalLife #LifeInsurance #Healthcare #MillionDollarBusiness #Finance #FinancialServices #FinancialIndustry #Insurancebroker #FinalExpense #BlacksinInsurance #AmericanClassicAgency #WashingtonDC #Maryland #Equity#AfricanAmerican #Networkmarketing #BusinessOpportunity #IndependentAgents #Diversity #Equity #Inclusion #Ownership #BlackFriday #MDRT MillionDollarRoundTable #InsuranceLicense #ProfessionalIicense #CashValueLifeInsurance --- Send in a voice message: https://podcasters.spotify.com/pod/show/ysgetalicense/message Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support
Today With Tim Yurek: Welcome to Window Treatments for Profit. Today, we're talking about what we want from our business in the long-term—and more specifically, what we're doing, or not doing, that threatens the long-term success and the next generation of our business. Now, I know that when you're in the weeds with your business, it's easy to put off that long-term planning. But what if you could make some smart changes today to pave the way for whatever you want for the future of your business outside of yourself? My guest today, Tim Yurek, is a highly accomplished financial consultant. As the founder and CEO of Tier 1 Capital, he has spent over 35 years helping thousands of people across the country achieve their financial goals. Tim is here for part 1 of a valuable conversation around succession planning, retaining key players for the next phase of the business, and protecting your retirement so you can move into that next phase. Pick It Apart [4:32] Tim breaks down the three disturbing trends threatening long-term business success (and shares some shocking statistics). [12:31] Tim and LuAnn discuss the cash flow issues business owners face (and the key to breaking out of them). [19:41] LuAnn and Tim talk about what it really takes to retain the future leaders of your business. [32:51] Tim discusses why business owners aren't planning for retirement or succession and how they can free up the funds needed to do so. LuAnn and Tim Yurek's Ah-Ha Moments “It's not the amount of money that you make—it's how you're using your money. We call that the financial golf swing. You could go out and buy the best golf clubs and think you're going to be the best golfer. News flash—it doesn't work that way. Or, you can improve your golf game by going down to the practice range and working on your swing.” -Tim “If I already know who those key employees are, why am I not having those conversations to understand what is important to them to encourage them to stay and take over?” -LuAnn “We don't want to be fiscally irresponsible, but it's fiscally irresponsible actually to not set ourselves up for the exit plan.” -LuAnn More About Tim Yurek Tim Yurek is a highly accomplished financial consultant, veteran, and thought leader in his industry. As the founder and CEO of Tier 1 Capital, he has spent over 35 years helping thousands of people across the country achieve their financial goals. His expertise includes growing businesses, attracting/retaining top talent, planning for business succession and converting business equity into cash. Tim's success in the financial consulting field has been recognized on a global level, as evidenced by his seat at the Million Dollar Round Table - an independent association of the world's leading life insurance and financial service professionals. He has also earned the distinguished honor of being designated as “Top of the Table” within the organization, which places him in the top 1% of professionals in his industry worldwide. With his extensive experience and impressive track record, Tim is well-positioned to offer valuable insights and strategies to his clients. He is committed to helping them achieve financial freedom by minimizing risk, increasing accessibility, and putting them in control of their money. His expertise and dedication have earned him a reputation as a trusted advisor and mentor to many, and his insights have been featured on major media outlets such as Bloomberg TV. Connect with Tim Yurek Facebook Instagram LinkedIn LinkedIn YouTube What's new with LuAnn Nigara LuAnn University - Registration is now OPEN for the Winter 2024 semester! Watch the Docuseries! http://www.luannnigara.com/cob Get The Goodies! For checklists, resources, and extra goodies from A Well-Designed Business sign up for free here. To Get on LuAnn's Email List, text the word designbiz to 444999! Purchase LuAnn's Books Here: Book 1: The Making of A Well – Designed Business: Turn Inspiration into Action Audiobook: The Making of A Well – Designed Business: Turn Inspiration into Action Book 2: A Well-Designed Business – The Power Talk Friday Experts Pre-Order Book 3: A Well-Designed Business – The Power Talk Friday Experts Volume 2 Connect with LuAnn Nigara LuAnn's Website LuAnn's Blog Power Talk Friday Like Us: Facebook | Tweet Us: Twitter | Follow Us: Instagram | Listen Here: Podcast
Join us on a transformative journey with financial expert Tim Yurek as he shares powerful insights on mastering financial control. Tim's personal epiphany of success and struggle led to a mission that is empowering small business owners with the knowledge to navigate the financial landscape. Discover the three disturbing trends facing small business owners, unravel the secrets to financial success, and focus on regaining control of your money. Explore real-life stories of clients achieving financial transformation and the profound impact on their lives. Don't miss this episode for a roadmap to cash flow liberation and financial freedom. More about Tim: Tim Yurek is a highly accomplished financial consultant, veteran, and thought leader in the industry. As the founder and CEO of Tier 1 Capital, Tim has spent over 35 years helping thousands of people across the country achieves their financial goals. He specializes in growing businesses, attracting and retaining top talent, planning for business succession, and converting business equity into cash. With his global recognition and membership in the Million Dollar Round Table, Tim offers valuable insights and strategies to his clients to help them achieve financial freedom. Want to find more from Tim? Check out… https://tier1capital.com/ ------------------------------------------------------------------ Want more Business Choreography? Check out… Business Choreography Website Join The Business Choreography Group Text Us "CHOREO NOW" To Get Started: 385-442-7188 Need the tech to build your Business Choreography? Check out.... ChoreoSuite Connect With Michael Johnson: LinkedIn | Instagram | Facebook | YouTube | Twitter | TikTok
Welcome to the trailer for Season 3 of Financial Secrets Revealed with your host, Amanda Cassar. In this upcoming season, we're delving into the world of finance by meeting the experts. We'll be joined by a diverse range of guests, from those involved in socially conscious investments to a former Olympic swimmer who now heads a large Australian bond company. Get ready for insightful discussions on financial advisers, ETFs, contrarian investing, and more. Amanda Cassar is the Podcast host of Financial Secrets Revealed, based on the book of the same name. She is also the Course Write for the international Accreditation Financial Abuse Specialist® distributed by Standards International, UK. She holds a Master of Financial Planning and is part of the international group Strategic Coach® and is proud member of the Premier Association of Financial Professionals, the Million Dollar Round Table.®LinksHome - Amanda Cassar (Website)Financial Planner Robina, Gold Coast - Wealth Planning Partners (Company Website)Trusted Aged Care Services | We assist you in remaining independent, safe and cared for at home for as long as possible (Company Website)Amanda Cassar | LinkedIn (LinkedIn Profile)Offer Purchase your copy of Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksPurchase your copy of the book on Booktopia:Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaPurchase your copy of the book on Barnes & Noble:Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks Support the show
In today's episode, we have a special guest, Tim Yurek. With over 38 years of experience working with small business owners, Tim shares his expertise on cash flow problems and how they can hinder business growth. Did you know that a staggering 61% of small business owners face chronic or cyclical cash flow issues? It's no wonder that 69% of them lose sleep over these concerns. But according to Tim, these cash flow problems are often self-inflicted. Join us as Tim delves into the common mistakes small business owners make with their money and how shifting our mindset can lead to financial success. We'll also explore a survey on the challenges faced by small business owners and the critical role they play in the US economy. Get ready to learn powerful insights on taking control of your money and accelerating your business growth. Tim Yurek is a highly accomplished financial consultant, veteran, thought leader in his industry. As the founder/CEO of Tier 1 Capital, Tim has spent over 35 years helping thousands across the country achieve their financial goals. He specializes in growing businesses, attracting top talent, planning for business succession, and converting business equity into cash. With his membership in the Million Dollar Round Table, Tim offers valuable insights and strategies to his clients to help achieve financial freedom. Be sure to visit Tier 1 to download Tim's free gift. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Viral Topic: The link between cash flow issues and self-inflicted obstacles Quote: "All of these cash flow issues are self inflicted. It's how we're using our money that's holding us back." — Tim Yurek 00:05:44 Learn more about your ad choices. Visit megaphone.fm/adchoices
Join us for an enlightening conversation on "Get Your FILL," where we delve into the realms of financial independence and longevity with the incredible Brittany Anderson. Brittany is the co-founder of Dare to Dream Enterprises and the co-host of The Dream Architect Life podcast and the President of Sweet Financial Partners. A true entrepreneur by nature, Brittany is not only the president and shareholder of a premier wealth planning firm, but has also created multiple business ventures, serving a variety of industries. Her insights have been featured in national media outlets such as Forbes, Barrons, Wall Street Journal, the Huffington Post, Inc., Private Wealth magazine, and AssetTV. As a four-time author, Brittany has had the opportunity to speak at exclusive events like the Million Dollar Round Table global conference, Raymond James national conference, Elite Wealth Advisor Symposium and many others. She speaks on showing up each day to be more than a title, more than a label and on helping others pursue a life that fulfills their purpose. You will soon find that Brittany's energy is contagious, and her ability to help people live into their why is unparalleled. Brittany shares her insights on creating a brighter future beyond wealth. Discover how setting your values, crafting a vision, and intentional planning can lead to a more purposeful and fulfilling life. From redefining retirement to nurturing relationships, this discussion offers valuable guidance for anyone looking to navigate the path towards a brighter future. Don't miss this inspiring conversation with Brittany Anderson! Connect with Brittany: Brittany's Website: brittanyanderson.com Dream Architect Website: dreamarchitect.com Sweet Financial Website: sweetfinancial.com Link to video: https://youtu.be/s1RgCGKeyvA
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More on YouTube? Check the video version on YoutubeWho is the Guest?David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.David is the host of the podcast Recession-Proof Your Retirement and author of 2 other entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He enjoys writing from his motorhome named Bennie.He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.His Life in Bend, Oregon and Jackson, Wyoming is constantly inspired by his two Children Sophie & Jack who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in downhill skiing, mountain biking and paddleboarding as well as traveling with his partner, Heather.Visit Him at:Website:https://www.rosellwealthmanagement.com/Linkedin:https://www.linkedin.com/in/davidmrosell/ Facebook:https://www.facebook.com/RosellWealthManagement Podcast:https://podcasts.apple.com/us/podcast/recession-proof-your-retirement-podcast/id1497198783 Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!Support the show
Today's audience favorite is from Scott Foster and Steve Cannon!Scott Foster and Steve Cannon, two legends in the world of insurance, stop by the Club Capital Leadership Podcast to share jewels regarding running an agency, taking care of your community, life insurance and retaining clients and employees for decades. Scott is a native of Georgia, Scott graduated Magna Cum Laude from the University of Georgia with a degree in Risk Management & Insurance. Along with his CLU designation, Scott is a life and qualifying member of the Million Dollar Round Table. He has been in the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President's Club more than 80 times and State Farm Trophy 18 times, most recently in 2016. Steve grew up in Greenwood, South Carolina and graduated from The Citadel with a degree in Business Administration. He worked in the medical sales field for seven years before joining the State Farm family in 1988 as an Agent Team Member in Aiken, South Carolina. After qualifying the Agent for his first Ambassador travel trip in the Agent's 38 years of service, Steve was offered his own agency in Marietta, Georgia. Steve opened his agency as a scratch agent on September 1, 1989 and qualified for Ambassador travel in just four months. Since that time, Steve has qualified 29 more times for travel with 15 years as an exotic traveler. Steve's office is now located in Woodstock, GA and he has consistently been ranked as a top 50 State Farm Agent for 24 of the past 29 years. Steve's passion for providing Good Neighbor Service and ensuring his customers are adequately protected is evidenced by his many accomplishments as a State Farm Agent. A quote Steve lives and works by is “be different on purpose”. He believes in this quote so passionately that it is included on the design of his company cars. He wants people to notice the excellence and compassion his team strives for in serving and caring for agency customers. ** JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY! **This community has access to a seat at the live recordings for all Monday podcast episodes, monthly, live Q&As with our favorite podcast guests, a private community on Facebook, and more. It launches June 1st, 2023 - grab your spot using this link: www.club.capital/podcast Thanks to our sponsors:Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees' time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Professor Allan PeaseAllan Pease researches and studies the psychology of selling, relationships, and human communication. He teaches simple, field-tested skills and techniques that get results. His messages are delivered in a humorous way, which motivates people to want to use these ideas immediately.Known worldwide as “Mr Body Language”, Allan's own record in the field of selling, motivating, and training is equaled by few others. He is a born achiever, starting his career at age 10 selling rubber sponges door to door. At 17, he was the No.1 national salesman for a company selling bed linen, pots & pans. At 21, he was the youngest person ever to sell over $1,000,000 of life insurance in his first sales year and qualify for the Million Dollar Round Table.Allan has addressed audiences in 70 countries. His programs are used by businesses and governments to teach powerful relationship skills. His messages are relevant to any area of life that involves winning people over and getting them to like you, cooperate, follow you, or to say “yes”.With co-author Barbara Pease, Allan is one of the world's most successful non-fiction authors, writing 18 bestsellers including 10 number 1 bestsellers such as The Definitive Book of Body Language and Why Men Don't Listen and Women Can't Read Maps. His books have been translated into 54 languages and have sold over 30,000,000 legal copies.Allan's television series and #1 Box Office Movie were watched by over 100 million viewers. Allan is a Fellow of the Royal Society of the Arts (UK), a Fellow of the Institute of Management, Fellow of the Lifewriters Association, a Paul Harris Fellow (UK), JCI Senator, and has been inducted into the National Speakers Association Hall Of Fame.Please click here to learn more about Professor Allan Pease.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling, and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone. That's why Brad has created 90 Days To Revolutionize Your Life – It's 30 minutes a day for 90 days, teaching you his 30 years of experience in investing, business, and life.Please click here to learn more about Brad Sugars.Learn the Fundamentals of Success for free: The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter Join Brad's programs here: 30X Life: https://results.bradsugars.com/30xlifechallenge 30X Business: https://results.bradsugars.com/30xbusinesschallenge 30X Wealth: https://results.bradsugars.com/30xwealthchallenge 90X – Revolutionize Your Life: https://30xbusiness.com/90daystorevolutionize Brad Sugars' Entrepreneur University: https://results.bradsugars.com/entrepreneuruniversity For more information, visit Brad Sugars' website: www.bradsugars.com Follow Brad on Social Media: YouTube: @bradleysugars Instagram: @bradleysugars Facebook: Bradley J Sugars LinkedIn: Brad Sugars TikTok: @bradleysugars Twitter: BradSugars The Big Success Podcasthttps://businessinnovatorsradio.com/the-big-success-podcast/Source: https://businessinnovatorsradio.com/ep-35-professor-allan-pease-the-big-success-podcast-with-brad-sugars
On this week's episode of Field Notes: An Exploration of Functional Medicine, Dr. Rob Downey is joined by Dr. Heidi Hanna to discuss stress, how it impacts the brain and body, and tips for how we can be more resilient to stress. [05:30] How can stress bring out the best in us? [14:00] How can people deal with stressful things that come their way without getting swept up into a stressed state? [17:13] Questioning breathing techniques. [21:56] “Quick wins” to trick your brain. [26:49] Acute stress in trying times. [35:56] Acknowledging stress as opposed to fighting it. Dr. Heidi Hanna is the Chief Energy Officer of Synergy Brain Fitness, a company providing brain-based health and performance programs to individuals and organizations, a Senior Researcher with the Brain Health Initiative, and a Fellow and Advisory Board Member for the American Institute of Stress. Dr. Heidi is also an instructor at Harvard at a regular lecturer at Canyon Ranch Resort and Spa. She is a NY Times bestselling author who has written seven books, including The Sharp Solution, Stressaholic, Recharge and What's So Funny About Stress? Dr. Heidi has been featured at many global conferences including the Fortune Magazine Most Powerful Women in Business Summit, ESPN Leadership Summit and the Million Dollar Round Table. Her clients have included Google, Starbucks, Microsoft, Principal Insurance, Morgan Stanley, Ameriprise and WD40 as well as the PGA Tour and the National Football League. Dr. Heidi is also a National Board Member and Certifed Humor Professional with the Association for Applied and Therapeutic Humor although she won't admit she's funny.
Work Smart Hypnosis | Hypnosis Training and Outstanding Business Success
Anthony Galie is a highly respected author, engaging speaker, and trained psychotherapist known for his transformative insights into the methodologies employed by top performers across diverse fields. Leveraging his substantial experience and specialized knowledge, Anthony captivates audiences with keynote presentations, revealing how these success strategies can be applied to both business and personal contexts. His expertise has taken him to countless corporate stages, delivering thousands of speeches for Fortune 500 companies, including industry titans such as Walmart, Ford, and Pfizer, among others. Anthony's unique contribution to the speaking circuit has earned him recognition as one of America's 30 Hottest Speakers. He holds the distinctive honor of being a four-time presenter at the prestigious Million Dollar Round Table — an accolade reserved for less than 1% of speakers globally. With a career spanning over 30 years, Anthony has become an internationally recognized authority on performance, specializing in public speaking and corporate training, guiding professionals to reach unprecedented levels of success. Anthony joins me again today to share his journey as a corporate speaker and how he created a market for his hypnosis demonstrations. We discuss how he used questionnaires and surveys to gather critique and feedback from his audience to improve his presentations and give the audience what they want. We discuss why assuming you know what your audience wants instead of asking what they need is a critical mistake and why asking for honest feedback is often the best form of feedback for improving your public speaking skills. We discuss how the rate of technology adoption will impact our desire for human connection, how the pandemic impacted the public speaking industry, and how the public speaking industry is now roaring back to life two years after the pandemic has ended. We also discuss what you can expect from Anthony's upcoming Corporate Hypnotist MasterClass event in September. Join me at HypnoThoughts LIVE 2023 in Las Vegas, July 21-23. Head over to www.HTLive.net to grab your tickets and register to attend! And don't miss my post-convention workshop – Print Money with Online Challenges and Virtual Events! Head over to https://challenge.worksmarthypnosis.com/ to grab your tickets for both events. “The audience will take you to the promised land.” - Anthony Galie ● The inspiration behind the Corporate Hypnosis MasterClass event● Using questionnaires and surveys to gather critique and feedback from your audience and clients● Mistakes many hypnotists make when creating a new product, service, or event● How changing one word in his marketing and branding impacted Anthony's business● The importance of listening to your audience's feedback and criticism● The key to asking your audience for honest feedback● Controlling hand gestures and body language when presenting● Handling uncomfortable feedback and why it's often the type of feedback we need the most● How the 2020 pandemic impacted the public speaking industry● How the rate of technology adoption will impact our desire for human connection● What to expect at Anthony's upcoming Corporate Hypnotist MasterClass event in September● Anthony's definition of what corporate speaking Resources Mentioned: ● WorkSmartHypnosis.com/417/● Session #61: Anthony Galie on Corporate Hypnosis● Session #126: Anthony Galie on Breaking into Corporate Hypnosis● Session #220: Anthony Galie on A New Theory of Hypnosis● Event: Corporate Hypnotist MasterClass - September 16-17 in Las Vegas Connect with Anthony Galie: ● Anthony Galie's Website● Anthony Galie on LinkedIn● Anthony Galie on YouTube● Anthony Galie on Facebook Join our next online certification course… wherever you are in the world!● https://WorkSmartHypnosisLIVE.com/ Get an all-access pass to Jason's digital library to help you grow your hypnosis business: ● https://www.hypnoticbusinesssystems.com/ Get instant access to Jason Linett's entire hypnotherapeutic training library:● https://www.hypnoticworkers.com/ If you enjoyed today's episode, please send us your valuable feedback! ● https://www.worksmarthypnosis.com/itunes ● https://www.facebook.com/worksmarthypnosis/ Join the new WORK SMART HYPNOSIS COMMUNITY on Facebook!● https://www.facebook.com/groups/worksmarthypnosis/ Want to work with Jason? Check out:● https://www.virginiahypnosis.com/call/
Welcome back to the Ultimate Advisor Podcast! Join us today for an inspiring conversation with Mr. Brian Heckert, an extraordinary individual who has paved his own path as a serial entrepreneur. As the former President of the prestigious Million Dollar Round Table, Brian brings a wealth of experience and knowledge in the world of business and personal development. In this captivating interview, we delve into Brian's entrepreneurial journey, uncovering the secrets behind his remarkable success. Discover how he harnessed the power of vision, overcame challenges in the financial advisory space, and built multiple thriving businesses. Get ready to be inspired and motivated as we explore the entrepreneurial spirit with Mr. Brian Heckert, a true embodiment of visionary leadership.
In this episode of Chasing the Insights, I talk to financial advisor Dustin Serviss. Dustin talks to us about having a spending mindset and how to take every Friday off. Dustin Serviss is a financial advisor who has been working with high-net-worth business owner families since 2005. Winner of numerous awards throughout his career and years of community focus has earned him a Court of the Table seat in the Million Dollar Round Table. He and his partners have generated over $400M in wealth for their clients across Canada. With a background in civil engineering, he has used a combination of science and phycology to help his clients realize dreams they never dreamed of. Dustin enjoys an active lifestyle with his family and participates in outdoor adventures. An advocate for Fridays off and living more NOW.
In this podcast, Jon and Connie discuss Jon's mission to provide deep insight into how people learn as well as his ability to understand how to help businesses grow big. Very Big! Listen Now! The Up Or Out Podcast: In Corporate you're either going up or out! In a world of limitless possibilities who do C-Suite Executives and Million Dollar Round Table members count on for up-to-date information on everything from scaling business to developing High-performance habits? High-performers are visionaries, explorers, integrators, and realizers. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!