THIS WEEK’S PODCASTWhose Table Do You Want a Seat At?

Championing your own life. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

It’s All About That Prospect: Being Intentional and Gathering Information

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Encore Episode: New Client Onboarding – What Information New Prospects and Clients Provide

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What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

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Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

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Encore Episode: Client Onboarding – Creating A Solid Foundation

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Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

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Enhancing Client Communication and Interactions

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The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

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Bad Ways to Answer Clients [Episode 256]

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