Ep 185: Becoming A Financial Coach As An Alte...

Growing a client base from the hundreds into the thousands requires both tech and talent. Today's guest discusses how she's done both in order to serve more than 3,000 advice-only clients over the past three years. Lori Atwood is the founder of Fearless Finance. In this episode, ...  Afficher plus

What does it take to scale an advisory firm from a small practice into a true enterprise? Today's episode offers a deep look at what really happens as firms grow into multi-billion-dollar businesses, including hiring strategies, leadership team growth, and equity strucutres for e ...  Afficher plus

Every weekend growing up, Christine watched her mom and grandma go to the Korean bathhouses, rubbing things like tea and spoiled milk on their skin. And she’s been hooked on skincare ever since. Now, she’s the co-founder and co-CEO of the skincare brand, Glow Recipe. But before l ...  Afficher plus

The key to successful marketing lies in the ability to seamlessly communicate with consumers – to know what they want, when they want it, and communicate to them how they can get it. In a world of incredibly competitive industries, quick and efficient marketing can be the diff ...

The lifeblood of a small business is its customers. Going the extra mile to provide easy payment methods and clear communication can mean the difference between a couple of sales, and a couple hundred. Jannese and Austin discuss what they love to encounter as customers patroni ...

Can you close a sale quickly with your sales strategies right now? Listen to your host Michael Zipursky as he talks with<u> </u><u>Nikki Rausch</u> about selling made s ...