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

For high-net-worth clients, financial planning is often not just about managing their money during their lifetimes, but also a matter of preparing the next generation to inherit family wealth. Which suggests that meeting with clients' children can both offer value for current cli ...  Show more

For financial advisors, it might seem intuitive to spend time with prospects explaining the value they can offer. However, doing most of the talking can leave prospects unsure whether the advisor truly understands their needs, potentially discouraging them from becoming a client. ...  Show more

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 ...  Show more

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 ...