Imagine a savings tool that had:
Guaranteed growth/return on investment (and we’re not talking under 1% like you get in savings accounts)
Liquidity (access your savings income — tax and penalty-free — whenever you want)
Borrow against the full amount of your savings (without risk of a margin call) — rather than withdrawing your money.… READ MORE
Show Highlights:
Is your profit leaking due to hidden inefficiencies? [00:00:24]
Unlock three key questions for your problem-solving framework. [00:02:13]
How to navigate the cost–benefit dilemma.… READ MORE
In this episode, Cherylanne talks about how to find your holiday sweet spot – where you learn how to avoid excess and embrace the idea of ‘enough’. She offers practical tips for simplifying holiday traditions and managing seasonal stress, so you can enjoy a more meaningful, joyful, and balanced celebration.… READ MORE
In today’s continuation from last week, host Joe Pantozzi and guest Jason Powers explore the powerful idea that capital is your ticket to doing good. Joe explains why life insurance isn’t just about protection—it’s about growth and financial stability.… READ MORE
Today’s guest is Sarah Shepherd, president of Circuit Rider of Colorado, who shares with host Lorie Jones her fascinating journey of nonlinear career wisdom and personal triumphs.
Get ready for a conversation packed with insights on avoiding burnout, the magic of diverse teamwork, and the bold strides women are making in the professional world.… READ MORE
In this episode, host Greg McCollum reveals secrets to propelling your practice with effective fee structures and higher conversion rates.
Discover how setting a clear fee schedule can attract more clients and reduce your workload, similar to successful tactics used in other industries.… READ MORE
Direct mail is the most underrated—and most effective—way for financial advisors to get clients.
But… only if you know what goes into making a direct mail campaign successful.
Problem is, this is something most financial advisors are clueless about.… READ MORE
Do you find yourself in a never-ending chase for the next achievement, the next form of external validation? Well, despite how rampant this chase runs through high achievers, it leads you down a road that only ends in exhaustion, disappointment, and even depression.… READ MORE
Do you know what’s the ONE thing every famous person has in common?
It’s not a hidden talent, luck or attractiveness…
Once you start to practice it, people start to feel better with you around. You start to become the centerpiece of everyone’s attention.… READ MORE
In today’s episode, Harold takes you on a journey from complacency to proactive growth. He shares personal stories and client experiences to highlight the importance of seeking better financial and personal fulfillment, rather than settling for less.… READ MORE
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