Have you ever caught yourself slipping into “fixer mode,” always jumping in to solve everyone’s problems, sometimes before they even ask? In today’s episode, I’m sharing the psychology behind why so many of us feel compelled to take charge and what it’s really costing us (and those we care about most).… READ MORE
Today, host Lorie Jones, owner of Fearless Financial Advisors and a veteran of the finance industry, shares her insider wisdom on what truly matters when choosing a financial advisor.
Drawing from 15 years of experience, Lorie recounts real stories, common client pitfalls, and the red flags to avoid, while highlighting the values at the heart of her own practice: genuine connection, clear communication, and a commitment to empowering clients with knowledge.… READ MORE
In this episode, host Greg McCollum discusses the crucial importance of personal and professional branding—how you’re seen by clients and colleagues can shape your reputation, attract your ideal clients, and impact your bottom line.… READ MORE
Most financial advisors are in for a rude awakening that’s coming sooner rather than later.
The golden age of advisor marketing is ending.
Once it ends?
Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.… READ MORE
Too many people are numb to life, unable to enjoy themselves and their relationships even if they’ve achieved great things.
The real problem isn’t intelligence, skill, or drive. It’s a failure to process emotions properly because they’ve lost the ability to use their “heart-mind.” Sadly, most of us have been subtly conditioned to not even know we’re approaching this all wrong.… READ MORE
Helping others and giving back to your community goes beyond the click of a computer button. And while you can do some good behind a screen, most people try to look good rather than be good.
So how can you empower and uplift others in the world today?… READ MORE
When you have extra cash available it’s easy to think applying it directly to a large balance–like a mortgage–is a good idea.
But in most cases there’s a better use for that money, even if it is strategically used in a different way to help you accomplish the same goal.… READ MORE
In this provocative episode of Make Your Wealth Work, host Joe Pantozzi exposes the real reasons why wealth slips through your fingers – and what you can do to stop it. Learn timeless principles from historical thinkers and discover why your money might be working harder for banks and lenders than for you.… READ MORE
Show Highlights:
Root + Beta’s niche marketing for John Deere dealer groups and scope of services. [03:35]
Emerging trend of cross-border M&As in ag equipment. [07:38]
Potential risks to customer retention during M&A branding.… READ MORE
Have you ever felt a tug in your heart that whispers, “There has to be more than this”? You’re not alone, and in today’s episode, I’m sharing why ignoring that nudge could be holding you back from the vibrant, fulfilling life you deserve.… READ MORE
