The Financial Planning Club’s Post

“Put words to important things'” Brian Portnoy's profound commitment to meaningful communication is evident in his life's work. Crafting words isn't merely a skill; it's a calling. Brian's dedication to articulating profound ideas resonates deeply with clients, audiences, and his own family. Whether guiding financial decisions or uncovering sources of true happiness, Brian's craft of communication leaves a lasting impact. Join us as we delve into his journey of entrepreneurship and legacy-building on the latest episode of 'Wealth Beyond Riches.' Available on the Streamline Financial Youtube channel here: https://lnkd.in/e7y2c3Ny #financialplanning #podcast #communication #financialimpact

Ever felt like your financial advisor is more of a salesman than a strategist? It's a common concern in today's investment landscape. What if I told you that the key to real financial growth lies in active, involved account management? It’s about having advisors who do more than just sell; they need to be deeply involved in every aspect of your portfolio. 📊 At my firm, I’m not just planning but actively managing your investments. My approach is hands-on, ensuring that your financial journey is guided every step of the way. Let’s talk about transforming your experience from a sales transaction to a strategic partnership! ✨ Listen on Apple Podcasts → https://bit.ly/4acFtAe Listen on Spotify → https://bit.ly/43FgVgY #TheOrganizedInvestor #Podcast #ActiveManagement #WealthManagement #HandsOnInvesting #StrategicPartnership

Many Instagram posts have a message - “wait till the end”... in a 30 second video reel! Is there a threshold for compression algorithms in the age reducing attention spans? How much more is less enough? Brevity in the age of over communication is a super power.However in being precise, concise and succinct if you lose the essence of the message, what’s the point? Does your style of communication put off people more than the content it covers? Join me in the latest episode of BasTalk - where I dive into the various aspect of communicating in the age of lowering attention spans. How much is quick enough to cover the most part of your content? Lets find out. #Podcast #Communication #Overcommunication #attentionspans #listening https://lnkd.in/gk3J5DMc

In case you missed last week’s #AddAZero Podcast episodes, we discussed values — the heartbeat of your business. I explained why defining and embedding values isn’t just for large corporations—it’s essential for businesses of any size. I also shared a true story of a client who experienced the costly impact of not having clearly defined values. If you’re aiming to build a business where the right actions lead to the right results, this episode was made for you! Click here to listen to full episode: https://lnkd.in/ek9Hm2fp Want to win one of 20 Prizes? Here’s your chance to win premium headphones, stylish earbuds, loop earplugs, or Audible copies of #AddAZero: Establishing Basecamp! Here’s how to enter: ✅ Listen to the first three episodes. ✅ Answer these three questions: 1. What does Delboy say? 2. Where is Gary’s business based? 3. What is the name of the stressed female business owner? ✅ Email your answers to 𝙋𝙤𝙙𝙘𝙖𝙨𝙩@𝙢𝙮𝙩𝙧𝙪𝙚𝙣𝙤𝙧𝙩𝙝.𝙗𝙞𝙯. Winners will be entered into a prize draw. Don’t miss this chance to win big while strengthening your business foundation!

In our world, it's not just about putting out content—it's about leaving an impact. It's not just about cranking out podcasts or YouTube videos—it's about making a real difference. When we help our clients transition from audio to video, it's about more than just changing formats. It's about expanding their reach, amplifying their voices, and sparking meaningful conversations. By mastering things like channel growth, content creation, and social media, we're not just creating content; we're igniting movements. Our journey isn't just about evolving; it's about leaving a mark. It's about using our skills to empower others to make a positive change in their communities and beyond. #podcast #YouTube #contentcreation #videoproduction #socialmedia #pivot #channelgrowth #podcastlaunch #weeklyproduction #shorts #reels #digitalmedia #contentstrategy

🎙️ Ready to scale your VA business? Episode 2 of The Visionary VA Podcast is now LIVE! 🙌🏻 One of the biggest hurdles VAs face is shifting clients’ trust from just you to a team of associates. In today's episode, I'll show you exactly how to guide clients through this transition smoothly, setting you up for a stronger, more scalable business. Using the analogy of a school headteacher, we dive into key strategies for: 💫 Building trust with clients 💫 Shifting language from "I" to "we" 💫 Networking to find the right team members 💫 Managing expectations during transitions I share how to convey your team’s value to clients, how to match team members effectively, and suggestions for creating a dynamic and engaging business environment. By the end of this episode, you'll have actionable strategies to transition confidently from solo work to managing a team of virtual assistants. 🎧 Listen now and let me know your thoughts 👇 https://lnkd.in/epxPisM6

✨ Case Study: Launching a Podcast with Purpose ✨ Turning a creative vision into reality can feel daunting, but with the right systems and support, it’s absolutely possible. When Garland F. approached me, she had a clear vision for a podcast and digital community. Together, we built systems in Notion, streamlined workflows, and launched her podcast in record time. Garland shared: “Builder of visions and project management maven! Marissa took my vision and made it a reality by setting up what I needed and giving me the tools to take bold action.” 📖 Curious about how we did it? Read the full case study here: https://lnkd.in/gQgXVSYn #ThoughtLeadership #CreativeSystems #PodcastingJourney

Releasing podcast episodes consistently beats waiting for the perfect moment. Here's why scheduling matters more: 1. Audience expectations - They look forward to your content - People want reliability 2. Algorithm benefits - Better engagement rates - Platforms reward consistency 3. Creative discipline - Removes perfectionism blocks - Forces you to produce 4. Professional growth - Shows commitment - Develops time management 5. Content quality - Builds a better understanding of what works - Regular feedback helps adjust The reality of content creation: - Waiting decreases output - Perfect timing doesn't exist - Schedules create momentum - Inspiration rarely strikes when needed Stop waiting for inspiration to strike. Start scheduling your episodes today. #realestatejourney #investmentgoals #realestate #realestateinvesting #multifamilyinvesting #realestateinvestor #multifamily #passiveinvesting #syndication

"At least if your spouse is there with you, it’s easier—because doing it alone feels like taking home a report card full of C’s and D’s." I use humor and real-life scenarios to stress the importance of tackling financial planning as a team. Learn why having both spouses involved can transform the process—and the outcomes. 🎧 Don’t miss this episode of The Quiet Part Podcast! Spotify → https://bit.ly/3J6tQz3 YouTube → https://lnkd.in/gRXwxHPz #TheQuietPartPodcast #MoneyManagement #Finances #Teamwork #Planning #Family #Budgeting #Growth #Communication #PersonalFinance

🎙️✨ 1SEO Podcast Alert! ✨🎙️ Join us for this week’s episode, where CJ and Heather share an amazing success story about turning a lawyer’s investment into a quarter-million-dollar profit! Watch here now: https://lnkd.in/enjBTNKS? They’ll reveal the secrets behind effective communication in agency partnerships and discuss strategies that drive exceptional results. Key Highlights: 🗣️ The crucial role of communication in agency-client relationships 🛠️ Proven strategies for achieving remarkable outcomes 📈 Real-life case study: transforming a lawyer’s business Don't miss out on this valuable discussion! Tune in and discover how to improve your business partnerships and achieve extraordinary success. Watch the episode here: #AgencySuccess #Communication #BusinessGrowth #1SEOPodcast