Sep 1, 2021
It’s that time of the year when vendors hold their annual meetings, evaluate the upcoming year, and set new sales goals. The mission, as they’ll explain, is to ramp up sales and increase the revenue you’re bringing into the business.
But does that actually benefit you?
While these meetings might be great for...
Aug 1, 2021
For the first time in a while, we won’t have a guest on the show but that’s because we want to share an update on what we’ve been doing. Specifically, we want to discuss the new direct marketing strategy we’ve been utilizing.
You might have heard us discuss this before but we wanted to bring everyone up to speed...
Jul 15, 2021
Life throws us curve balls all the time. It’s part of the journey and we all have to figure out how to overcome the challenge and keep pushing forward.
Having that added pressure of being a business owner makes it even tougher, but no matter how down you get, I want you to think about June Scharf. Our guest today...
Jul 1, 2021
If you’ve listened to our show at all, you already know that podcasting is a very cost-effective strategy for nurturing your clients but today we want to tell you about a Certified Financial Planner that has built his business around a podcast.
Our guest today is Benjamin Brandt, who started the Retirement Starts...
Jun 15, 2021
If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer.
Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you’ll be able to provide additional value to each person you work with. The...