In the past 10 years, I’ve seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.
But as you’ll discover from today’s guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren’t tapping into the full productivity powers of their CRM.… READ MORE
In this episode, host Lorie Jones features Danaya Wilson, the trailblazing CEO of BetterCertify and author of Changemakers Wanted. Danaya shares her journey from launching a career during the Great Recession to leading transformative change in the hazardous materials industry.… READ MORE
In this episode, host Greg McCollum challenges the common belief that success equates to doing more and adding extra tasks to your plate. He reveals that, instead, the real secret of success is strategic subtraction.… READ MORE
There are two strategies men deploy when they’re dating, but insecure. Either they try the “Nice Guy” approach or its opposite, the pickup artist approach.
But even though these strategies are polar opposites, they suffer the same moral flaw of concealment.… READ MORE
In this episode, we focus on the theme of determination and its role in achieving personal success.
Today I will share my own experience of losing 130 pounds and improving my health, emphasizing the mindset changes that were essential to this journey.… READ MORE
You know you’ll need to go through the underwriting process for Whole Life insurance so you can set up your Infinite Banking system, and you’re wondering: “How long will this take?”
In this episode I’ll explain how long it usually takes, and why it sometimes takes longer.… READ MORE
In this episode, Harold Green shares practical steps to break the cycle of financial instability and finally get serious about achieving early retirement.
Through candid stories and hard-won lessons, Harold talks of the biggest mistakes people make with their money—and exactly how you can avoid them.… READ MORE
Show Highlights:
What’s captive insurance, and how does it work? [05:13]
Control over risk attracting agribusinesses to captives. [07:18]
How captives offer an underwriting income opportunity. [08:58]
Financial and tax benefits in captives compared to self-insurance.… READ MORE
If you feel like your calendar is running your life, this episode is for you. Today, I’m shining a light on a struggle so many ambitious women know all too well…the trap of overcommitment. Why do we automatically say yes before we’ve even thought things through?… READ MORE
Most advisors need a marketing reality check:
They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don’t line up in their DMs.… READ MORE
