In today’s episode, Harold takes you on a journey from complacency to proactive growth. He shares personal stories and client experiences to highlight the importance of seeking better financial and personal fulfillment, rather than settling for less.… READ MORE
You’ve read Nelson Nash’s Becoming Your Own Banker or listened to previous episodes of this podcast where I’ve shared some of the most important ideas and information from his timeless book.… READ MORE
In today’s episode, host Troy Broussard and co-host Jonathan look back on their journey together and share tips on handling small annoyances quickly. Find out how fixing little problems right away can make your life easier.… READ MORE
In this episode, host Matthew McDarby is joined by Rich Bishop, CEO and managing partner at Midgame Consulting, to discuss common challenges in fast-growing companies. They address issues with standardizing processes across multiple locations and the crucial role of frontline managers in driving successful change.… READ MORE
Show Highlights:
Follow Jim’s case study, an instructive client story. [00:00:24]
Discover the concept of working to constraints, not until them. [00:03:02]
Strategies to optimize existing resources for maximum efficiency.… READ MORE
In this episode, host Joe Pantozzi sits down with Jason Powers to reveal the secrets behind the Infinite Banking Concept—a game-changer in personal finance inspired by Nelson Nash.
They tackle common financial concerns, the power of diligent saving, and the misconception that it’s ever “too late” to start.… READ MORE
In today’s episode, Cherylanne shares practical strategies to help you manage the holiday season with a little more ease. She’ll share a personalized holiday playbook to keep you organized and stress-free while keeping the joyfulness of holidays intact.… READ MORE
There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours.
The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight.… READ MORE
Today, host Lorie Jones welcomes the phenomenal Dr. Natalie Curcio, CEO and founder of Curcio Dermatology. Dr. Natalie will share her gripping story of switching gears mid-career to get an MBA, facing entrepreneurial hurdles head-on, and building a thriving medical practice.… READ MORE
In this episode, Greg McCollum addresses a critical yet often overlooked aspect of legal practice—the importance of client experience and empathetic communication. Discover how a simple question like “How are you doing?” can revolutionize client relations.… READ MORE
