Podcasts about planning process

Book your free Time Freedom Audit call here: https://docs.google.com/document/d/1YsOE-H1gnkSnDvDTbpUmXLpixgLwDrGq17E2PFTsT6U/edit?usp=sharing  If you're planning your next 90 days the same way you planned the last, you're about to repeat the same cycle: overbooked calendar, scattered focus, and another quarter that leaves you exhausted instead of accomplished. Most founders make the same mistake: they plan like they have unlimited time and perfect circumstances. Real CEOs plan with strategy and reality. In this episode of The Organised CEO, I share my 6-part CEO Planning Process - the exact framework I use inside my Make It Happen Collective retreats to help ambitious founders create 90 days of momentum without burning out. You'll learn: How to reflect like a CEO (and why most founders skip this critical step) The 7 Pillars Diagnostic that reveals your hidden bottlenecks Why aligning your 12-month goals matters more than adding new ones The secret to setting a quarterly theme that filters every decision How to actually execute your plan with the 30-60-90 method The mindset shift that turns plans into reality (instead of day-30 failures) By the end of this episode, you'll know how to design a 90-day plan that works with your real life, not against it, so you can reclaim time, reduce overwhelm, and finish the year with strategic momentum.

The CMS Estate Planning Process Step-by-Step

In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team.Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionalsExpect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:"Fully burdened compensation isn't just salary plus bonus, there's a lot more under the hood." - Glenn Snyder"Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder"Finance exists to help the business make better, faster decisions." - Paul BarnhurstGlenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance's role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Website - onemomentintimenovel.comFollow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 8 August 2025. The topic for this week is: How to get the most out of financial planning? A financial planner and their team can only do so much, it’s a process you need to participate in too. Your […]

Brendan Slattery, Solicitor specialising in planning and environmental law at McCann FitzGerald, discusses an amendment around Judicial Reviews which is before cabinet today.

Fianna Fáil's Sean Fleming, Chairman of the new Oireachtas Committee on Infrastructure, discusses a report published today on requirements needed in order to deliver a revised national development plan.

Navigating Egos and Emotions During the College Planning Process – With Jack Wang   Hosts Kathleen Kenealy and Michael Connaughton speak with Jack Wang, a nationally recognized college funding expert who helps families answer two critical questions: how to lower the cost of college and how to pay for it without derailing their financial future. Tune in to hear us talk about what the NFL draft has to do with the financial aid system; common misconceptions parents and students have about paying for college; why the phrase “ you can borrow for college but you can't borrow for retirement” drives Jack bananas; and creative ways families can save and pay for college that don't involve selling a kidney. https://www.linkedin.com/in/thejackwang/ https://podcasts.apple.com/us/podcast/smart-college-buyer/id1800378410 jack@longhornfin.com

Everyone loves to talk about quarterly planning like it's just a checklist: revisit your goals, double down, push harder. But that's not how I approach it - and honestly, that's not what helps you scale sustainably.In this episode, I'm bringing you behind the scenes of my actual Q3 planning process - what I'm focusing on in my business, what I'm letting go of, and where I'm choosing to spend my time and team energy. You'll hear how I review data, evaluate visibility strategies, and reflect on what's actually working.Because growth isn't just about offers or pricing. It's about alignment, honest reflection, and knowing what to double down on - and what to walk away from. I'm sharing all of it with you here.

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm's youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.Clark Smith's career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.Learn more: https://goldenyearsria.com/Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm's youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.Clark Smith's career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.Learn more: https://goldenyearsria.com/Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process

Planning for your business doesn't have to be boring. In this episode, I'm pulling back the curtain and sharing the exact business planning process I use in my own business, the same one I teach inside the Vivid Business Club and to my one-to-one clients. If traditional quarterly planning hasn't worked for you, or you've tried mapping out goals in January but felt totally stuck in a cheese-and-wine fog, then this will be the permission slip you've been waiting for.I'm sharing how I moved away from unrealistic goal-setting and created a more flexible, joyful business planning process that actually fits the rhythm of real life. We talk about setting your yearly vision in a way that feels exciting, how to break that down into bold goals and brave actions, and most importantly, how to make your plan work with your energy, your seasons, and your capacity.Whether you've got big goals around visibility or simply want to work less and earn more, this episode will show you how to start making decisions with intention, not pressure.In this episode, you'll learn:Why I plan my business year using thirds instead of quartersHow to build a planning model that supports your life, not drains itThe steps to creating a vision-led, energy-aware business planning processHow testing and consistency are more powerful than constant pivotsThe power of setting brave, aligned actions that stretch you without burning you outChapters00:00 Let's Talk About Planning01:25 What Kind of Planner Are You?04:10 Why I Use Thirds Not Quarters07:00 Vision, Bold Goals and Brave Actions10:25 Making Your Business Work for YouIf this episode supported you in any way, I'd be so grateful for a follow, a review, or even a quick share with someone who needs to hear it. And if you're ready to go deeper, come join us inside the Vivid Business Club, or drop me a message if you're curious about coaching.Your vision deserves a plan that lights you up. Let's build it together.Join The Vivid Business Club TODAY: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.clairehill.uk/thevividbusinessclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: www.clairehill.uk⁠Follow me on Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @iamclairehill⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@iamclairehill⁠⁠⁠⁠⁠⁠⁠⁠⁠The No Rest For The Vivid Business Podcast is here to give you the business tools, mindset shifts and productivity tools that help you to claim the vivid dream life and business that you know you're meant for.Sharing stories from the messy middle, overcoming doubt and imposter syndrome, and the behind the scenes of growing a small business and having the confidence to drop the small!Hosted by Claire Hill, the Queen of Unstoppable Self-Belief, Business Coach and Founder of The Vivid Business Club.

Join the Imagen Community on Facebook to continue the discussions between episodes.Unlock the secrets to enhancing your photography business with top tips from Erica and Jon Hayes! Whether you're trying to streamline your pre-production or fine-tune your pricing model, this episode of Workflows offers invaluable insights.Erica + Jon are a husband and wife brand photography team that partner with brands to tell their unique Brand Image Story and create compelling imagery for marketing using their Plan • Style • Create™ method. Their work has been featured on billboards, utilized on storefront signs and published in magazine spreads across the country. Their success building a multi-6 figure brand photography company has inspired them towards helping educate others to achieve similar success in the brand photography space.Join Scott Wyden Kivowitz as he chats with Erica and Jon Hayes, the dynamic duo transforming brand photography with their unique approaches to planning, execution, and pricing. Discover how they balance creativity and business acumen to deliver exceptional value to their clients."I think what we need to do is just get a fresh start and so it's like it, we can really just read each other, in that way, which I think is beneficial and should be the case with any second shooter you go on, is just to be able to communicate." - Erica HayesResourcesErica and Jon's ResourcesV-FlatsWhy You Should Listen:Learn innovative strategies to improve your brand photography planning and execution.Discover how flexible pricing can tailor to diverse client needs.Understand the balance between creativity and business in a successful partnership.Hear real-world examples of optimizing photography for client success.Gain insights into managing content creation and staying connected with your audience.Ready to elevate your brand photography game? Tune in to this episode to gain insider knowledge from industry experts Erica and Jon Hayes, and discover how you can make meaningful changes to your workflow.(00:00) - 60 (01:28) - Pre-Production and Planning Process (01:52) - Client's Ideal Client and Brand Message (02:54) - Challenges and Learning from Failures (05:51) - Understanding Client Needs and Feedback (11:49) - Dynamic Work Split Between Erica and Jon (16:58) - Pricing Model and Custom Quotes (21:34) - Understanding Value Add Services (22:28) - The Importance of Image Licensing (23:41) - Managing Additional Expenses (24:08) - Building a Pricing System (24:49) - Set Building and Location Sourcing (28:22) - Content Creation Challenges (34:16) - Future Goals and Podcast Plans (36:58) - Outsourcing and Team Building (39:15) - Conclusion and Resources

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On Episode 048: “Behind The Scenes of Your Wedding Planning Process” we pulled out some very ‘behind the curtain' questions about how vendors think, operate, what drives us nuts and how we work best with our couples. Joining me on the show this week is veteran photographer Cristen Clark, owner of Autumn Olive Photography. She's got 17 years of experience and she and I had so much fun answering these questions that most couples don't even think to ask. There's a little bit of controversy, highly debated topics in the wedding world & more - we hope you learn something from this episode that will make your process a little smoother and help you and your vendors get along a little better! Your host:Taylor Rhyne - Lemons & Willow Event Management, Owner & Lead Planner @lemonsandwillowevents www.lemonsandwillowevents.comThis Week's Guest:Cristen Clark - Autumn Olive Photography, Owner & Lead Photographer@autumnolivephotography www.autumnolivephotography.comFollow along on social media!@dazedandengagedpodcast Send us YOUR wedding planning questions to dazedandengagedpodcast@gmail.comNot ready to hire a planner or just have some wedding planning questions you'd like personalized help with? Book a call with Taylor today! 1 Hour Wedding Consulting for non-clients ($150.00) - https://calendly.com/lemonsandwillowevents/wedding-consulting-1-hourThank You To Our Sponsors This Week: The Cigar Box@mobilecigarbox@sundayafternoonsmokes www.mobilecigarbox.com Lemon or Lime - bar service @lemonorlimesc www.lemonorlimebar.com/charlotte

Schedule time blocks for your deliverables and action steps on your month-to-month calendar.I've written about my entire planning process in The Everyday Hero Manifesto. The starting principle is to remember that the things you schedule are the things that get done. And without a clear plan for each week, you're certain to be reactive instead of peaceful, productive and strategicFOLLOW ROBIN SHARMA:InstagramFacebookTwitterYouTube

Earlier this week I mapped out the next 4 months of projects for our company and I thought it would be fun to give you a behind-the-scenes look at my process! I shared about my flexible planning framework, how I prioritize business needs while honoring family commitments, and how I have a solid plan, but also leave room for inspiration to strike.   Listen to the quick episode and then, join the conversation in the Summit Host Hangout Facebook group to share your thoughts and ask any questions you have. Join the community here >> https://www.facebook.com/groups/summithosthangout/

It's important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The Smart 7 is an award winning daily podcast that gives you everything you need to know in 7 minutes, at 7am, 7 days a week…With over 17 million downloads and consistently charting, including as No. 1 News Podcast on Spotify, we're a trusted source for people every day and we've won Gold at the Signal International Podcast awardsIf you're enjoying it, please follow, share, or even post a review, it all helps... Today's episode includes the following:https://x.com/i/status/1899104838715068882 https://x.com/i/status/1899104346043793408 https://x.com/i/status/1899189043755163978 https://x.com/i/status/1899006613219881432https://x.com/i/status/1899075143604814057 https://x.com/i/status/1899000575460516275 https://x.com/i/status/1899221336695734691 https://x.com/i/status/1899010900352528740 https://youtu.be/0qivfIYBOHQ Contact us over @TheSmart7pod or visit www.thesmart7.comVoiced by Jamie East, using AI, written by Liam Thompson, researched by Lucie Lewis and produced by Daft Doris. Hosted on Acast. See acast.com/privacy for more information.

Discover the comprehensive journey of creating a three-year strategic plan for regional workforce development. This episode explores how input from diverse stakeholders shapes a document that serves as both a federal requirement and an actionable roadmap. Learn about key strategic priorities including diversifying funding sources, developing talent solutions through industry partnerships, serving at-risk populations, and expanding work-based learning opportunities. 

Episode Summary In this episode, Dave and Nick discuss George Kinder's Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond numbers and investments—it's about aligning financial decisions with what truly matters to you. They also break down Kinder's famous three questions that help individuals clarify their financial and life priorities. https://youtu.be/Yvdb-nCmaZQ Key Topics Covered Who is George Kinder? Known as the "Father of Financial Life Planning." His approach prioritizes personal fulfillment over just growing wealth. The Shift from Spender to Saver in Retirement Why transitioning from saving to spending can be difficult. Overcoming the fear of outliving your money. Kinder's Three Life Planning Questions Imagine you are financially secure. What would you do differently? You have 5-10 years left to live. What changes would you make? You have 24 hours left to live. What regrets do you have? How These Questions Guide Retirement Planning Identifying what truly brings happiness and fulfillment. Adjusting financial plans to support a meaningful life. Addressing obstacles that prevent financial and personal goals. The Value of a Financial Life Planner Why working with a professional makes a difference. The emotional component of financial decisions. How planners help clients overcome limiting beliefs about money. Resources Mentioned George Kinder's Website – Learn more about life planning. Find a Registered Life Planner in your area. Shotwell Rutter Baer Advisors: SRBAdvisors.com Connect with Us

In this episode I'm breaking down:Why vision matters more than just setting random goals. Instead of focusing on what feels achievable today, zoom out and reverse-engineer from your ultimate vision.How to identify your “big rocks.” Learn the proven framework for prioritizing tasks that actually move the needle in your business.How to make a goal stick. Discover the mental shifts and practical strategies that will keep you motivated (even when things get tough mid-quarter).The exact steps to creating a quarterly plan. A step-by-step walkthrough of how to break your goal down into milestones, put them on your calendar, and actually follow through.How to gamify your goals and make planning fun. Find out how to use tracking tools, habit stacking, and rewards to keep yourself engaged.Key Quotes from the Episode:“Most of the work happens before you see results. Are you willing to stay consistent until that tipping point happens?”“If I looked at how you spent your last seven days, what would that say about your priorities?”“Quarterly goals give you enough time to see progress but force you to reconcile with the reality of time and resources.”“If you always feel stuck in the weeds and reactive, it's because you don't have a clear plan for your time.”Resources & Links Mentioned:Reverse Engineer Your Revenue Goal Workshop – Get it here (use code SAVE11!)Courtney for a Quarter Coaching Program – Join the waitlistFollow Courtney on Instagram – @courtneychaalQ2 Planning Workshop!In March, I'll be hosting a Q2 Planning Workshop where we'll map out your next quarter together! Stay tuned for the date announcement!Want to work with me?If you're ready for hands-on coaching and accountability to help you stay on track, join Courtney for a Quarter—my 90-day coaching program where I help you create and execute your quarterly plan with weekly check-ins, feedback, and strategic guidance. Spots are limited, so DM me on Instagram (@courtneychaal) or join the waitlist here.Enjoyed this episode? Subscribe, leave a review, and share it with a friend who needs a better quarterly planning system!

Abe Ashton explores the nature of economic recessions, the emotional responses of investors during market downturns, and the importance of strategic investment planning. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

This week on the GeekWire Podcast: An inside look at Amazon's classic process for strategic thinking and decision-making, with a former Amazon product and technology director who has written new book about the documents used by the company to determine its direction. What can others learn from its approach? Plus, we break down this pivotal moment in Amazon's history, as employees return to the office five days a week; and we check in on the state of the Seattle startup world. Our guest is Marcelo Calbucci, a serial entrepreneur and longtime Seattle startup community leader who has worked for both Amazon and Microsoft. His new book is The PRFAQ Framework: Adapting Amazon's Innovation Framework to Work for You. It's available in hardback and Kindle. Calbucci has also created a giveaway contest for GeekWire readers and listeners. Enter here for a chance to win a copy of the book. With GeekWire co-founder Todd Bishop; edited and produced by Curt Milton.See omnystudio.com/listener for privacy information.

You've been graced with 12 pristine months, fresh and available for you to shape into your highest destiny. I know—and trust—you'll apply your genius well, as the months ahead unfold.To help you win (in a very big way),  I walk you through a planning process that will maximize your positivity, productivity, success and happiness.If you'd like me to mentor you for the first 66 days of this year so you start it amazingly strong, I'd be honored to help you shine… …read the special announcement here.FOLLOW ROBIN SHARMA:InstagramFacebookTwitterYouTube 

Steve Dell'Orto is the Founder and CEO of ConCntric.   In this episode of Specified Growth Podcast, Steve talks about his background in the construction industry and some of the various lessons he's learned along the way. He also discusses having a project-first mindset, improving the planning process in construction, the importance of sharing as an industry, and more. Don't miss this episode of Specified Growth Podcast!     Please reach out if you have any feedback or questions. Enjoy!    Twitter: @TatsuyaNakagawa Instagram: @tats_talks LinkedIn: Tatsuya Nakagawa  YouTube: Tats Talks www.tatstalk.com www.castagra.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in and get a simple framework to set you up for BIG success in 2025. This is how I start every single yearDid you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email?It's free for podcast listeners. Email me, or msg me on FB https://m.me/ajcassata1 and I'll send you it!Thanks again for listening!Please give us a review - it helps support the show and we LOVE reading your feedback!>>>Want to connect?Email - aj@revenueboost.netFacebook – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/https://www.youtube.com/@ajcassataofficial. 
>>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let's scale together.https://www.facebook.com/groups/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Let's listen once again to one of our Podcast Favorites. This episode empowers middle school ELA teachers to plan an entire month or semester of lessons in advance, transforming the weekly grind into a streamlined, stress-free process. Learn to map out units, align with standards, and categorize lessons into 'into,' 'through,' and 'beyond' for maximum impact. Say goodbye to late-night planning and hello to high-quality lessons and personal time! 

2025 isn't just about blowing up your business; it's about building your RICHEST YEAR YET-- rich financially, yes, but also rich in connection, joy, creativity, passion, fun, and fulfillment.Press play so I can walk you through exactly HOW to map out your master plan.JOIN THE RICHEST YEAR YET: https://mariewold.thrivecart.com/new-year-programFOLLOW MARIE + INQUIRE ABOUT MORE PROGRAMS: https://www.instagram.com/marieewold/

I want you to feel momentum, progress, and accomplishment in your business and life. Setting intentions and having a plan is always worth it. My simple 5-step process will set you up for an incredible 2025!   In this workshop-style episode, we'll dive into:   ✔️ Taking an honest and fair measure of where you've been and where you're headed.  ✔️ Aligning your goals to maximize time and energy;  ✔️ Leveraging your passion and interests to stay motivated;  ✔️ Evolving to bring in new audiences, experiences, and income; and  ✔️ Keeping laser-focused on what's critical when distractions pop in.   Plus, I'm sharing some exciting new ways that I can help you to increase sales and simplify your course creation journey in the new year!   Don't forget to download the free worksheet to guide you through the process.   Are you ready to elevate your course creation, marketing, and launch with our tailor-made Done-For-You  (coursecreationboutique.com/course) process? Apply today and let's GET IT DONE!    

Erika Wood is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas that oversees approximately $3 billion in assets under advisement for both 780 client households and retirement plans. Erika's firm stands out for its use of centralized financial planning and service teams, along with a ticketing workflow system, to streamline a firm-wide planning process, efficiently serving a private wealth client base with $600M in assets under management. Listen in as Erika shares how her firm streamlines client meetings and task completion, ensuring efficiency and accuracy across all client interactions. She discusses her firm's approach to client segmentation and fee-setting based on a data-centric analysis of service costs, adding a profitability buffer to maintain a sustainable business model. Erika also talks about how her firm builds client loyalty, as well as the importance of advisors finding their niche in the financial planning field to maximize their unique strengths. For show notes and more visit: https://www.kitces.com/415

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here! Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

It's Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we're divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it's all about creating some of my favorite processes.This week we'll talk about: Building out your start-to-finish financial planning process (my favorite!!!!)How to distill this processes down into SOPs and get it documentedDesigning your client experience process (another favorite!)How to create SOPs and a documented client experienceEstablishing your client service model These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized. Don't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

On this week's EDU Discussion edition Jim and Chris welcome back Jake Turner, a fellow planner from the JSA team, as they take some time to opine on how some listeners are implementing their own versions of our retirement planning process.     The post How Listeners are Implementing Our Planning Process: EDU #2444 appeared first on The Retirement and IRA Show.

In today's episode, Dr. Addison Killeen delves into treatment planning at the dental office. Using a funnel analogy, he breaks down the process from patient engagement to identifying urgent and preventative needs. Tune in as Dr. Killeen encourages dentists to review treatment planning numbers and allocate more time during exams, ensuring patients receive the best care and education about their treatment needs. For more information about Dr. Addison Killeen, visit: www.addisonkilleen.com or interact with him on a daily basis at www.DentalSuccessNetwork.com

One of the most needle-moving processes in my business is my quarterly planning routine. I've done several quarterly planning videos that dive deep into the behind-the-scenes of my process, but in this episode I'm sharing my Q3 reflections including my wins, whether I hit my goals, what worked well, and the goals and habits I'm prioritizing in Q4. Are you looking for more information on building wealth with your business? Sign up for my free email newsletter, Millionaire Mondays!    In this episode, you'll learn: 0:00 The tweaks I've made to my quarterly planning process  2:32 My biggest wins from the last quarter 6:13 Reviewing the Q3 goals I accomplished vs. what didn't get done 11:00 What worked well vs. what needs improvement 14:30 My revenue, marketing, and growth goals for Q4   I'm Sarah Young - an entrepreneur, investor, and millionaire mentor for female founders! I have over a decade of experience in helping entrepreneurs scale their businesses and build wealth at the 6- and 7-figure levels, in addition to building my own successful agency, and I started the Profit + Prosper podcast to help you do the same.  Profit + Prosper will help you make more money, save more money, and set yourself up to retire early while upgrading your life - all in a way that's fun and empowering. In each episode, I'll share tactical, strategic, and mindset tips to grow your business, increase your profit, and truly prosper in your business and in life. I hope you'll subscribe so we can Profit + Prosper together!   Connect with Sarah: Sarah Young Website YouTube Instagram Facebook Millionaire Mondays Email Newsletter Young and Co Website

Taking it back to basics! Here's the details of our easy-to-follow 6-step planning process to customize your Walt Disney World vacation.   Links: 6 Step Disney World Planning Process Walt Disney World Crowd Calendar Disney World Touring Strategies   Leave me a message (including trip report submissions) Please use the SpeakPipe link below to leave us a message with your first name, location, and trip info. Be sure to include your exact trip dates, who is in your party, where you will stay, and anything unique about the trip. You can do that using your computer or phone at https://www.speakpipe.com/WDWPrepToGo   Subscribe to get new episodes There are a few ways to get new episodes of WDW Prep to Go (if you're used to listening on the website, subscribe so you can take new episodes with you on your phone) Subscribe in iTunes  (and please leave a review!) Subscribe in Google Podcasts   Follow on social media Instagram Facebook Pinterest TikTok YouTube   Ways to support us Become a Patron Get a quote request for a future trip from Small World Vacations Subscribe to the WDW Prep School weekly newsletter Podcast Episode Finder WDW Prep Merch Visit the site Things we recommend   Affiliate Links: Amazon DVC Rentals Quicksilver Tours and Transportation Small World Vacations Designer Park Co - Use code “WDWPrep” to save 10%

If you're anything like me, the end of the year is a time when excitement starts to bubble up—thinking about the fresh opportunities and all the things you want to achieve in the coming year. But before you get lost in a sea of ideas, let's talk about how to create a rock-solid plan that actually works. If you're asking questions like: Should I plan annually or by quarter? What do I do about the things that aren't working – double down, or pivot? And HOW do I audit the year to know exactly what is driving results? Then let's discuss... This episode will be the encouragement to lay the foundation well for your year and it will totally change the way you annual plan for the better.  So, if you're ready to set yourself up for a year of growth and balance, grab your notebook because this episode is going to give you the blueprint to do just that. Let's dive in! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/yearlyplan    Thanks to our Goal Digger Sponsors: Make B2B marketing everything it can be and get a $100 credit on your next campaign. Go to http://linkedIn.com/goal to claim your credit! Get 20% off the $25 Working Genius assessment at http://workinggenius.com with code GOALDIGGER at checkout. Cut your wireless bill to $15 a month at http://mintmobile.com/goaldigger! Learn how to start a Photobooth business and get my exclusive promo code at http://photoboothsupplyco.com/goaldigger. Sign up for your $1/month trial period at http://shopify.com/goaldigger. Get all the Goal Digger goodness you love COMPLETELY ad-free. Visit jennakutcher.com/adfree to subscribe today!

Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. The post Our Retirement Planning Process: EDU 2440 appeared first on The Retirement and IRA Show.

I know you're probably swamped this time of year with the holidays right around the corner. It's easy to lose sight of your goals and get distracted - both professionally and personally - with all the distractions this time of year presents us with. Don't worry - I've got your back! In today's Thrive By Design episode - I give you my 5-Step Holiday Planning Process that has helped me make millions of dollars in sales and is what I teach the top-tier brands I coach to help them increase their holiday sales year over year. This episode's rundown: [00:00] Get my 5-step holiday sales playbook masterclass - for free [04:16] Join my upcoming masterminds for 6-7-figure business owners [06:19] Develop your holiday content strategy using my 5-step Holiday Planning process [06:41] Identify your vision and turn it into goals [08:59] Create a strategy that supports your vision [10:39] Break down your strategy into tactics [12:21] Execute your RGAs - Hannah's story [14:25] Break free from your limiting beliefs with a sales mindset [19:21] Going all in: 7-figures in the rural midwest - Lindsey's Story [22:27] You're invited to join the 30-day Holiday Sales Challenge in the JMC    Here are the resources mentioned in the show: 5-Step Holiday Sales Playbook Masterclass 30-Day Holiday Marketing Challenge in the Jewelry Marketing Collective   Are you enjoying the podcast? We'd be so grateful if you gave us a rating and review! Your 5 star ratings help us reach more businesses like yours and allows us to continue to deliver valuable content every single week.  Click here to review the show on Apple podcast or your favorite platform Select “Ratings and Reviews” and “Write a Review” Share your favorite insights and inspirations   If you haven't done so yet, make sure that you subscribe to the show wherever you listen to podcasts and on Apple Podcast for special bonus content you won't get elsewhere.   xo, Tracy Matthews   Follow on Instagram: Follow @Flourish_Thrive on Instagram Follow @TracyMatthewsNY  Instagram Follow Flourish & Thrive Facebook   Follow us on Tik Tok: Follow @Flourish_Thrive Tik Tok Follow @TracyMatthewsNY on Tik Tok  

Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. The post Our Retirement Planning Process and Philosophy Part 12: EDU #2437 appeared first on The Retirement and IRA Show.

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. The post Our Retirement Planning Process and Philosophy Part 11: EDU #2435 appeared first on The Retirement and IRA Show.

With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. The post Our Retirement Planning Process Questions Answered: EDU #2435 appeared first on The Retirement and IRA Show.

Are you tired of feeling overwhelmed and unsure of what to focus on next in your business? A major part of your role as CEO involves constantly identifying and releasing constraints, which is necessary to scale your business… but that's not sexy and people often don't want to hear about it.   In the process of actively consulting with hundreds of businesses a year, Eleanor has identified a tool that helps her clients unlock increased amounts of revenue without ever feeling like they have to work harder. In this episode, she shares the exact quarterly planning process she uses to drive consistent 30% growth in Safi Media and recently helped a client achieve a whopping 50% revenue increase in just 90 days!   Get full show notes and more information here: https://safimedia.co/WO13

Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. The post Our Retirement Planning Process and Philosophy Part 10: EDU #2434 appeared first on The Retirement and IRA Show.

Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. The post Our Retirement Planning Process and Philosophy Part 9: EDU #2433 appeared first on The Retirement and IRA Show.

Jim and Chris continue their discussion of “seesaw assets” and balancing fun spending during the “go-go” years while keeping some reserves for aging expenses later in life. The post Our Retirement Planning Process and Philosophy Part 8: EDU #2432 appeared first on The Retirement and IRA Show.

Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better adapt to their retirement spending philosophy. The post Our Retirement Planning Process and Philosophy Part 7: EDU #2431 appeared first on The Retirement and IRA Show.

The Lawyer Stories Podcast Episode 187 features Lauren Klein, Founder of modern estate planning law firm + success coach for law students and new lawyers located in Fort Lauderdale, Florida.  Lauren shares with us her journey through law school and decision to obtain her LL.M in Taxation at the University of Florida.  Lauren started her career by working at a big four accounting firm and then ended up in big law.  Eventually, Flourish Law Group was launched and is passionate about bringing exceptional estate planning services to Florida families, navigating the estate planning process, and advising the best ways to protect family, assets, and legacy.