Podcast by SHJ Wealth Advisors
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Energy Advisors is the podcast which talks everything energy. Join us for the latest news and information about energy issues at a practical level.
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Working together is how we get things done. And it’s easy…until people get involved! That’s why building and growing teams is one of the most valuable skills in business today. On the Clarity Advisors Show, we’ll explore timely ideas and timeless principles, hard-earned wisdom and current trends, what works – and what doesn’t – in today’s environment.
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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A show where we highlight the intersection of innovation, leadership, and collaboration in the middle market. We aim to demonstrate the depth and breadth of our dimensional perspective, proving the power of big picture thinking in navigating today's complex landscape. Join us as we explore the ideas, trends, and strategies shaping the investment banking & advisory landscape, and discover the company we keep along the way.
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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Invest for a Sustainable Future
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Explore top-of-mind, macroeconomic research from SS&C ALPS Advisors.
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Invest for a Sustainable Future
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Address Advisors is a professional Indian property consultancy firm headquartered in Bangalore. A consulting and advisory approach to real estate brokerage services, Address Advisors is a one-stop shop for all real estate brokerage solutions. With more than 100+ years of consolidated experience, Address Advisors has grown from a boutique real estate firm to a leading property consulting organization. True to the spirit of our name, we play both advisory and consultancy roles for our clients ...
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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Welcome to Business and Life Advice with Ataande & Advisors! This is a podcast for business owners and leaders like you to get your burning questions answered for free. If you sign up to be on our podcast, you will have the opportunity to sit with our experts and have impactful conversations about your needs and challenges. Our CEO, Achumboro, has longed for years to provide the guidance he wished he had during his business journey. There's no cost or obligation to use any of our services in ...
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travel Cover art photo provided by JFL on Unsplash: https://unsplash.com/@wallsbyjfl
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Big 4 Advisors
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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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Hire The Right Fit. Increase Employee Engagement. Train Effectively.
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Success Franchise Advisors CEO Marc Stephens Discusses all things franchising.
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Podcast by Carson Group
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Industry Entrepreneurs
Rita M. Perez
Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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Just telling it like it is. We're a real estate firm that helps our client invest and relocate, both locally and globally.
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Podcast by SYM Financial Advisors
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Find Your Path to Economic Freedom
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Home equity has proven to be one of the strongest ways for families to build and pass on intergenerational wealth and MKG Enterprises Corp Mortgage Brokerage NLMS 1370394 is committed to guiding clients through the mortgage process while promoting equal and fair access to homeownership.
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Podcast by Coach Stan
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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This is your front-row seat for fascinating conversations between Dr. Tom Hill and some of the brightest, most influential authors and speakers in the world. Get ready to be inspired and encouraged through these "Conversations with Dr. Tom Hill"
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A podcast designed for the modern agent, take a deep dive into what it takes to be relentless. Giving your clients 121% in all that you do!
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Welcome to Mark Laing’s Daily Marketing Tips for advisors. Practical tips and insights for professional advisers to leverage their expertise to grow client opportunities and their influence, using the latest on-line marketing strategies.
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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.
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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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Join us as we share the latest updates about the Central Indiana Non-profit community and talk to the incredible people that make it work. You’ll gain new perspectives, insights, and pathways to carry out your mission and increase your impact.
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Live with The Entrepreneurs Alliance
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Welcome to an exciting episode of the Apex Business Advisors Podcast, hosted by Andy Cavanaugh and featuring Apex president, Doug Hubler. Recorded live at an Entrepreneurs Alliance networking event, this special edition explores common but costly mistakes sellers often make from the perspective of experienced business advisors. The hosts discuss er…
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A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
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With Reza Zamani – Founding Partner and Chief Executive Officer, SteelPeak Wealth Overview After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how …
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Healthcare Investment Insights: From Noncompetes to AI
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Zak Eisenberg is the Vice President of Merritt Healthcare Advisors, which provides investment banking services to healthcare services organizations. In his role, he manages the strategic development and execution of ASC, surgical hospital, and physician practice transactions. Zak specializes in sourcing and analyzing transactions and capital and ne…
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How to Buy Back Military Time: 3 Easy Steps
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Antonio Brown Files Bankruptcy But May Not Be BROKE- Here's Why
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Today we dive into the surprising bankruptcy filing of Antonio Brown, unpacking the nuances of Chapter 11 bankruptcy and its implications for individuals like Brown who own multiple businesses. Ridgeway highlights the importance of understanding the distinction between Chapter 11 and Chapter 13 bankruptcies and discusses how Chapter 11 can serve as…
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For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model
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In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…
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How to Position & Sell Your Product in African Markets | Ep. 6
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In this insightful episode of "Business and Life Advice with Ataande & Advisors," we host Dr. Dennis Matanda, Chief Executive Officer of Morgenthau Stirling, Inc. Dr. Matanda engages in a compelling discussion with our CEO, Achumboro Ataande, covering a range of crucial topics for entrepreneurs and business leaders. Dr. Matanda shares his expertise…
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The Advisor's Option 135: Is It Time for Buy-and-Hold 2.0?
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We discuss our thoughts on the current market environment including skew in GME, AMC, NVDA, SPX and 0dte. We also look at how the earnings season is shaping up. In our Options 101 Segment, we talk about Buy & Hold 2.0. We also discuss whether it is a good time to purchase longer term protection clients with broad-based index portfolios, and much mo…
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Beer Markets: Freddie Mac, EV Tariffs, & Meme Stocks
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Join Bobby Moyer and special guest Jake Scott as they discuss home equity, the new EV tariffs, and the sudden resurgence of meme stocks. Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purpos…
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The Ultimate Banking Solution for Small Businesses & Real Estate Investors
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Are you tired of struggling to open a bank account for your business or personal needs? In this podcast, Clint Coons addresses this common challenge and offers a better solution with Barry Sloane, Chairman and CEO of NewtekOne. Before becoming a part of NewtekOne, Mr. Sloane served as the Managing Director at Smith Barney, Inc., overseeing the oper…
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94 Ken Trupke -- Ask Me Anything: Staying too long, leading a new team, and the value of experience
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On this "Ask Me Anything" episode of The Clarity Advisors Show, host Ken Trupke answers listeners’ questions. This week he looks explains why it sometimes makes sense to stay with a job a long time and when it might be time to move on, how you can lead a team that’s doing something you’ve never done yourself, and how an older worker can leverage th…
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Alicia Evanko-Lewis, EVP Events, Northstar Travel Group Interviewed by Rachel Humphrey
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Alicia shares how the hard work her parents instilled in her has impacted her including leading to an unexpected career in the events industry. She talks about the new skills she's developed as her career has progressed and why the leadership traits of authenticity and kindness are common among those leaders she admires most. Alicia also discusses …
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169: Financial Literacy to Financial Fluency
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Studies show that people with low levels of financial literacy are 5x more likely to have insufficient emergency savings, 6x more likely to live check-to-check and 3x more likely to lack confidence in their retirement income prospects. On this show, we will quiz you on the “P-Fin” test to ensure you have what it takes to go from financial literacy …
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Ep 152 What Travel Clients Want to See on your Social Media Feed
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Hootsuite came out with a Social Media Consumer Report and I'm sharing the findings with you and how you can apply them to your travel business :) In this episode, I share: · What consumers want to see on social media · What you can do to build a high-value following · What you can do to gain more exposure on social media · and so much more! Enjoy …
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6 Ways to Fund Your First Commercial Real Estate Deal
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Are you struggling with the money to buy your first commercial property? If so, you're not alone! This topic is number one on the minds of new commercial real estate investors. If you're a beginner, this training is likely the most important podcast you're going to hear until you become an owner. Here are the six ways to fund your first commercial …
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The Independent Advisors Podcast Episode 252: Get Comfortable with Things Not Always Making Sense.
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Show Notes: https://www.carsongroup.com/.../six-reasons-this-bull.../? https://awealthofcommonsense.com/.../the-new-normal-in.../ https://twitter.com/TrendSpider/status/1783236887722999995? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3yעל ידי Mark McEvily
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6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165]
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In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts. These tips include: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay to…
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Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
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In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.
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Episode 282: Money Talk 1290 - Bonnie Fuller, Editor-in-Chief of High Fashion Magazines and Activist
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Listen to Bonnie Fuller, Editor-in-Chief of High Fashion Magazines and Activist
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The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey
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Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage…
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Spark of the day #71 Distributed Solar's Impact on utility transportation costs
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Spark of the day #70 Orienting building for maximum renewables efficiency Rex that Energy Guy Talks about it's time to start oreinting buildings to maximize renewables The Energy Advisors Podcast is available on almost all podcast platforms in addition to the YouTube channel This Episode link: https://youtu.be/2KuxlTXL7m0 YouTube Channel: www.youtu…
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Inside the Economy: Employment, Currency, and Natural Gas
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This week on “Inside the Economy”, we evaluate employment, currency, and the importance of Natural Gas as a U.S. export. The recent job openings report shows a continued trend downward. What does this tell us about the trajectory of the U.S. economy? In other news, the U.S. dollar index continues to strengthen. How do global payments denominated in…
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Should I pay off my house with my inheritance?
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How do I use my 529 to pay for college? Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible? I received a large inheritance, should I pay off my 2.5% mortgage? Should I count on merit based scholarships? Should I let my 1-year CD rollover at Alliant or move it to a cash reserves acc…
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Founders are Forged, Not Fashioned
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At G2, we understand that successful founders are shaped by their experiences. Embracing real-time decision-making, engaging outside expertise, and enduring disruptive market and business cycles are not for the faint of heart, nor can they be faked. In our inaugural episode, G2 president and host Matt Konkle speaks with Jeffrey Unger about being a …
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Catherine Adams: Facing Widowhood, Gender Discrimination, and Staying Successful
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In this episode, we're chatting with Catherine Adams., a total powerhouse in the legal world. She's faced some real tough stuff, like being widowed with young kids, having to sue her prior employer and dealing with gender discrimination. But guess what? She's turned all that into fuel for her passion for civil rights. We'll dive into her journey in…
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