On this episode, Joe Pantozzi and Curtis May bring to you the six quietly powerful rules that wealthy families use to protect, grow, and pass on their assets for generations. You’ll hear the hard truths about how financial institutions design products in their own favor, and how you can flip the script to take control.… READ MORE
Show Highlights:
Ernie Chappell’s background and the EFC Systems story. [04:54]
The importance of prioritizing longevity and buyer needs over rapid growth. [08:00]
Early signs of board misalignment and ways to resolve it.… READ MORE
In this episode, I’m exploring a topic that touches all of us, yet one we so rarely anticipate: setbacks. I’ll also reveal the art (and the necessity) of bouncing back from setbacks, how instead of defining us, they can shape us, helping us grow stronger, wiser, and more resilient.… READ MORE
In today’s episode, host Lorie Jones sits down with the remarkable Libby Greiwe, owner of the Efficient Advisor and an inspiring force in the world of financial planning. Libby’s journey is anything but ordinary: she went from engineering physics to sports marketing, eventually to start a seven-figure financial planning firm while working just three days a week to be a super-present mom.… READ MORE
Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.
But wait – there’s more!… READ MORE
In this milestone 50th episode, Greg McCollum discusses criminal defense lawyer marketing—a topic with unique challenges and opportunities—sharing the powerful strategies that took his criminal defense firm to seven figures.… READ MORE
If you’ve never heard of the word ‘gusto,’ it means doing something with zest or a spark. That’s the way most of us want to live our lives.
But most people don’t live with gusto. They’re stuck in their comfort zones, which prevent them from taking on the challenges they need to grow.… READ MORE
There’s an ancient Western myth that’s been adopted by the masses and often without their consent. It can be found in movies like Star Wars and Finding Nemo. It’s in books like The Lord of the Rings and Harry Potter.… READ MORE
Would you rather earn:
$100,000 a day for 30 days or…
Earn a penny that doubles every day for 30 days?
Trick question.
At the end of the 30 days, you would have earned $3 million at $100k per day. Not too shabby.… READ MORE
Show Highlights:
Laying M&A de-risking foundations in agribusiness. [00:40]
Understand M&A as a process, not an event. [4:56]
The pitfalls that lead M&A deals to disappoint. [06:36]
The real challenge of post-deal integration.… READ MORE
