Show Highlights:
Learn about Keystone Cooperative’s history, divisions and evolution. [00:06:50]
Strategic vs. opportunistic growth explained with Keystone’s formative mergers. [00:09:19]
Best practices for creating an ideal partner profile for M&As.… READ MORE
Are you tired of the constant hustle and yet feel restless when you finally stop? You’re not alone!
Rediscover your happiest self through today’s episode as I explore the concept of high-functioning depression with renowned board-certified psychiatrist and researcher, Dr.… READ MORE
In today’s episode, Joe Pantozzi and JR challenge the conventional idea of retirement. Joe shares his belief that continuing to serve and create value can be more fulfilling than traditional retirement.… READ MORE
In today’s episode, host Greg McCollum discusses the critical topic of brand identity and its substantial role in attracting high-value clients. Discover how a clearly defined brand and consistent messaging are instrumental in driving your firm’s growth and reputation.… READ MORE
Most marketing advice is all about drawing people in. And for good reason: Your business can’t exist without clients.
But there’s a problem with attraction marketing…
If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise.… READ MORE
In this episode, host Lorie Jones features Kathleen Burns Kingsbury, a passionate advocate for financial literacy and the author of Breaking Money Silence now in its second edition.
Kathleen shares her inspiring story of transitioning from banking and mental health counseling to empowering women in finance.… READ MORE
Does your relationship feel like it’s dying a slow death? The passion is gone. The original spark has been extinguished. And resentment for your partner may even be surfacing.
Here’s the truth: This is a “stress test” almost all relationships go through.… READ MORE
In today’s episode, Dr. Rick shares an impactful lesson in resilience that his father taught him. Rick explains the power of standing strong against despair through a personal story of loss and hope.… READ MORE
In today’s episode, Harold will break down the complexities of call options and put options, revealing how they can be used to potentially generate significant returns.
He will share practical insights on when and how to use options effectively while discussing the inherent risks and strategies to mitigate them.… READ MORE
You’ve heard the advice: If you can afford it, get a 15-year mortgage because of all the interest you’ll save compared to a 30-year mortgage.
It’s true you’d pay a lot less interest to the bank on a 15-year mortgage, but does that make it the best decision?… READ MORE
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