Where the heck is January going…!? Here’s what we have planned for the last week of the month. 🔹 Tuesday: Our new podcast goes live on all your favourite podcast platforms. We’re talking to Daniel Olley from DSL Digital Ltd 🔹 Thursday: Edition Two of Amanda's newsletter Thrive as an IFA goes lives. This edition focuses on overcoming challenges in an IFA business. 🔹 Friday: Live webinar at 10am with Julie Greenwood, Octopus Money and Martyn Laverick covering the really important topic of maximising your sale value and serving smaller clients effectively. Follow along, join us and see what we’re up to in The Club #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners
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In a world of constant change, knowledge is power. Staying informed about local and global events empowers you to make informed decisions and protect your family. Follow along for tips on staying updated. Set aside time each day to catch up on the news. Whether it's reading a newspaper, listening to a podcast, or browsing reputable news websites, staying informed keeps you aware of current events and their potential impact on your life. #StayInformed #KnowledgeIsPower #decisionmaking #protectyourself #keepimformed #WorldNews
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How Can Financial Advisers Build Better Client Relationships? Some potential clients feel apprehensive about meeting with financial advisers. How can advisers improve this experience and build trust? In this snip clip from Episode 16 of the TERATalk Podcast, we explore strategies to connect with clients and address their concerns. Watch the full episode for deeper insights on overcoming client hesitation! Don’t miss out on future episodes—subscribe to our YouTube channel and follow us on Facebook for the latest updates! Subscribe to TeraTalk Podcast on YouTube: https://lnkd.in/e6RPBSCY Listen on Spotify: https://lnkd.in/g4xeF3cT Follow us on Facebook: https://lnkd.in/gWjSyTv3 What’s your advice for financial advisers? Share your thoughts below! #teratalkpodcast #financialadvisertips #ClientTrust #financeadvice #SubscribeNow
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Great conversation here about the tactics you can take to thrive in self employment or private practice with the Wealth in Yourself podcast. It’s important to remember that we’re not taught these techniques- but they can be learned! #privatepractice #selfemployed #financialplanning #finances
New episode! 🎙️ Our guest today is Ryan Derousseau, CFP®, founder of Thinking Cap Financial, as he shares his remarkable journey from journalist to a successful financial advisor, enabling therapists to thrive financially while they focus on clients. Ryan specializes in empowering therapists, private practitioners, and self-employed professionals to achieve financial success while maintaining a focus on their clients. Listen now on all podcasting platforms and watch the episode on YouTube: https://lnkd.in/gFB-i2CS #WealthInYourself #selfemployed #moneymanagement #financialfreedom #personalfinance #investmentstrategies #privatepractice #therapistsofinstagram #financialindependence #financialplanning
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I got to chat with Krissy Chin recently on her podcast Badass Is The New Black, and the convo was so good! We discussed how to leverage the media and what free PR you can use to grow your business. You can click here to watch it! https://bit.ly/44BFYSd You'll pick up some great gems like: 🎯 The Power of Saying "Yes" 🎯 Navigating Nerves and Building Confidence 🎯 Leveraging Media Platforms Strategically Let me know how you all like it!
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Building trust and credibility is key when connecting with podcast hosts. A one-on-one conversation allows you to showcase your expertise, build relationships, and create valuable referral partnerships. The next time they or someone they know needs your services, you’ll be top of mind. #Networking #PodcastGuest #BuildYourBrand #Trust #ReferralPartner #ExpertInYourField #BusinessGrowth #RelationshipBuilding
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🌟 Why The Digital Organizer Exists 🌟 On the Plan Goal Plan podcast with Danielle McGeough, Shawn Lemon shared the heart behind The Digital Organizer. 💻✨ It's more than just helping people organize files—it’s about empowering individuals to reclaim their time, reduce stress, and find peace in their digital spaces. Tune in to this video to learn the core mission that drives Shawn and his team to bring clarity and calm to a cluttered digital world. 🌿 #TheDigitalOrganizer #PlanGoalPlanPodcast #DigitalPeace #ProductivityMatters #ShawnLemonTips
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Interested in turning properties into profits? Discover essential strategies for successful house flipping, networking, and securing private funding. Check out The Chills Podcast featuring Jamie Thunder Meyer from Thunder Property Solutions. 🏠 Watch the full episode here: https://shorturl.at/zuxO9 #HouseFlipping #BusinessSuccess #TheChillsPodcast
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Julie Keyes represents one of the strongest voices advocating for owners to get proper advice in the exit planning space. Our Founder, Jason Early, spoke with Julie on her show Poised for Exit Podcast about how advisors can leverage RISR to power better conversations. 🔑 🗣 "One question that Jason encourages advisors to ask their clients is, “What is your dream value?” In other words, if there were no obstacles, what would you ideally love to sell your company for? Once the advisor and owner have gained clarity around the answer to this question, the advisor can then work with the owner to help him or her achieve it." Link below in the comments. 🔗
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Money can't be the goal; it's just a byproduct. The real target? Helping 100 thought leaders launch their podcasts and build brands that stand out. Focus on purpose and the results will follow. Your life impact is more meaningful than a dollar figure. #PurposeOverProfit #BrandBuilding #ThoughtLeadership #PodcastGrowth #MissionDriven #LongTermGoals #HelpingOthers #AuthorityBrands #SuccessBeyondMoney #BusinessMindset
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New Crack Da Code podcast available on YouTube now. Come listen as we discuss the importance of community and how to find like minded people who want to change the world. We also discuss our newly created community at Evolving-Mindsets.com. Come check us out now and get a two week free trial! #community #findyourpeople #evolvingmindsets #loveyourneighbor #meetnewpeople #LeadershipDevelopment #PersonalSuccess #TransformYourPassion #CommunityGrowth #MarketingExperts #ProfessionalWorkshops #LifeChangingQuestions #EmpowermentJourney #ConnectAndGrow #SuccessPrinciples
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