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
You’ve read Nelson Nash’s Becoming Your Own Banker or listened to previous episodes of this podcast where I’ve shared some of the most important ideas and information from his timeless book.… READ MORE
In today’s episode, host Troy Broussard and co-host Jonathan look back on their journey together and share tips on handling small annoyances quickly. Find out how fixing little problems right away can make your life easier.… READ MORE
In this episode, host Matthew McDarby is joined by Rich Bishop, CEO and managing partner at Midgame Consulting, to discuss common challenges in fast-growing companies. They address issues with standardizing processes across multiple locations and the crucial role of frontline managers in driving successful change.… READ MORE
Show Highlights:
Follow Jim’s case study, an instructive client story. [00:00:24]
Discover the concept of working to constraints, not until them. [00:03:02]
Strategies to optimize existing resources for maximum efficiency.… READ MORE
In today’s episode, I’m breaking down the marketing moves behind the Jake Paul vs. Mike Tyson fight and how they shook up the game. These guys didn’t stick to old-school methods; they went big and it paid off.… READ MORE
