There are popular trends in the industry that concern me. Because they result in policies that look good on paper, but don’t deliver like the client expects, and can even produce a policy that becomes a dreaded Modified Endowment Contract (MEC).… READ MORE
In today’s episode, host Joe Pantozzi sits down with Bryan Thompson of Thompson Financial Group for a refreshingly honest conversation about what it really takes to build wealth – no matter where you’re starting from.… READ MORE
Show Highlights:
Learn about Michigan-based AgroLiquid 40+ years strong in crop fertility. [03:15]
Why AgroLiquid chose M&A for growth after decades of organic expansion. [05:55]
The five-key disciplined framework that led to acquiring Monty’s Plant Food.… READ MORE
I can hardly believe this is the 400th episode of the Brilliant Balance show! Today, I’m taking a beat to honor the milestone and sharing some of the powerful shifts I’m seeing in women like us that will influence where we go from here.… READ MORE
In this episode, host Greg McCollum focuses on the often-overlooked mental and emotional hurdles that come with building a truly successful criminal defense law firm. Greg shares personal stories from his own journey—growing his firm from modest beginnings to a seven-figure operation—and tackles the big question: “Are you willing to do what it takes to succeed?”
Using the intriguing “zebra story,” Greg explores why so many people subconsciously want to avoid standing out, even though visibility and strong branding are crucial for business growth.… READ MORE
In this inspiring conversation, Lori Jones sits down with Iris Wagner—founder, CEO, and executive producer of Memoirs Productions, a company specializing in video biographies and ethical wills.… READ MORE
Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.
But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients.… READ MORE
Many high achievers treat vulnerability as if it’s a four-letter word. And it’s easy to understand why: they’ve been told leaders must keep their emotions in check, and be level-headed and strong in the face of challenges.… READ MORE
In this episode, Harold Green shares exactly what you need to ask your financial advisor—or yourself—to speed up your journey to financial freedom. Learn why focusing on actual results instead of average returns could make all the difference in your retirement plans.… READ MORE
You can reach a point when you’re no longer required to keep funding your Whole Life policy. And so it’s easy to think you should stop as soon as that moment comes and put your money toward something else.… READ MORE
