Ep 079: Niching From The Start To Turbo-Charg...

Tax planning has become an integral part of a comprehensive financial planning service offering and a way for advisors to offer hard-dollar value for their clients. In this episode, we explore how integrating tax preparation, proactive tax planning, and outside tax expertise can ...  Show more

Serving ultra-high-net-worth families requires more than technical expertise. It demands deep attention to detail, a strong supporting team, and a planning approach capable of navigating complex tax, estate, and investment structures. This episode explores what it really takes fo ...  Show more

In this episode i'm speaking with my students Alysha who has a super super niche course that has made her multiple six figures!! We discuss: • How she built her course while battling cancer (!!!) • How having a small niche helped her create content more easily • How increasing th ...  Show more

***Currently reviewing applications for 2025 1:1 Coaching and Impact Collective Mastermind!*** Are you a Nonprofit Consultant pulled between making an impact and running a profitable business? Join Natalie Eckdahl, MBA, on a podcast crafted just for you. With 25 years of diverse ...  Show more

How Do You Stop Hustling When You’ve Already Won?

Laura Roeder told herself that at $5 million liquid she could live the life she wanted and refocus her life on what matters most: living. Unlike a lot of entrepreneurs who get caught up in the game and keep chasing more, ...

127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-reportJess Chan scaled to 7 figures fast, then tore it all down. Today, she’s worth ~$10M, spends less than ever, and says profit > rev ...  Show more