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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

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The Finance Client Acquisition Podcast helps women of color money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change. That’s why my mission is to show you simple strategies you can use as a WO ...
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The mission of this show is to educate inspire and motivate women and men around the world to build a robust sales strategy to Get More Clients. Because MANY can’t get more clients and haven’t a clue why. You will learn to transform thinking to the client's perspective, eliminate the lengthy chaotic sales cycle to ignite your sales, and unleash lasting profits. Every week, you will learn methods to: · Gain confidence and assurance with worthy intent to guide clients to the sale and create mo ...
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An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel.
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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger & Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Looking for answers on how to make it happen? Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won insights and proven strategies. You're here just in ...
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The AstroCraft podcast was designed to give people a unique perspective into how you can grow a business with little to no working capital, and how Seth, an entrepreneur in his twenties now owns three of Houston's most successful and known exterior cleaning companies.
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Are you tired of information that doesn't help your business grow? I'll give you the questions and frameworks that will boost your entrepreneurial mindset and help you uncover what you don't know you don't know about running a successful business! Award winning business coach and speaker, Malla Haridat, has been mentioned in The NY Times, Huff Post, ABC and other media outlets for her ability to get people thinking like an entrepreneur
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6 Figure Creative is a podcast that helps freelance creatives earn more money by doing what they love. If you’re trying to avoid the never-ending grind of a 9–5, or just want to earn more money doing what you do best (creating), 6 Figure Creative is your new favorite show! Join host Brian Hood and his guests as they explore topics such as mental health, finances, sales, marketing, time management, the digital nomad lifestyle, and more.
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The Spiro Podcast covers the business of Real Estate Media. There’s a large volume of fantastic information on the creative aspect of the Real Estate Media Industry, but not as much on how to run the business side of a real estate media company. We’re here to help you grow and manage the business side of your business!
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The Art of Succession

Barrett Young | GWCPA

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Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past ...
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Web Pro Savvy is a biweekly podcast for freelance web designers and developers, hosted by Cathy Sirvatka. You'll hear interviews with experienced freelance web pros about their business operations, the services they offer, and the types of clients they work with. They openly share their stories and pull back the curtain on how they achieve success so that you can boost your own business.
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Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
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Welcome to the Surges of Income Podcast! This podcast is dedicated to teaching investors, entrepreneurs, business owners, and wantrapreneurs how to tap into LARGE amounts of income in quick surges - above and beyond their normal monthly income. These surges of income allow you to invest more and faster, quickly building net worth. Surges of Income can be obtained by 4 main occurrences: the sale of a property, sale of a business, business profit distributions, and by live events/ product laun ...
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The Shoney Show

Neil 'Shoney' Maclean

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The Shoney Show by Neil 'Shoney' Mac is a daily podcast featuring the tried and tested strategies proven to grow coaching businesses to 6-7+ figures online. Social media, email marketing and ads strategies that get clients shared daily - plus mindset, interviews and more. Subscribe to never miss an episode.
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The Business Shift is a podcast for online entrepreneurs who are focused on turning their ideas into successful businesses. This podcast is your go-to resource for valuable insights, proven strategies, and practical tips to help you build and grow a thriving digital empire. Join us as we dive deep into the nitty-gritty of what it takes to make the transition from entrepreneur to business owner, with no fluff, no hype, and no-nonsense. Episodes feature inspiring interviews with successful bus ...
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In the face of hiring freezes, a slowdown in VC funding, and the increasingly competitive landscape, recruiting top tech talent has become more challenging than ever. Welcome to the "Top Tech Recruiter Podcast," where we provide the solutions you need to navigate these tough times. Join us as we interview recruitment agency owners, top billers, and freelance recruiters who share their expertise and insights. Discover how to attract new clients, work with international markets, and find and r ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Hosted by Dr. Ivan Zak and Ryan Leech, Consolidate That! focuses on critical corporate topics in the veterinary business. The episodes center on improving clinical care, customer and employee experience, combining proven processes with modern technology, and ways to expand shareholder value using clear performance metrics. Find beneficial knowledge that you can apply in the rapidly growing veterinary consolidation market.
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Technically Legal is a legal tech podcast exploring how technology is transforming the legal landscape. Each episode features insightful interviews with legal innovators, tech pioneers, and forward-thinking educators who are leading this change. Our guests share their experiences and insights on how technology is reshaping legal operations, revolutionizing law firm practice, and driving the growth of innovative legal tech companies. We also explore the broader implication of technology on ev ...
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I wake up every day trying to fulfill my potential and the promise I made to myself to be Great. This podcast aims to bring you into my world, my thoughts, and my decisions and allow you to leverage them to fulfill your potential. Before scaling Clientacquisition.io past millions of dollars in revenue, I'd listen to podcasts daily to acquire insights and I'd be selfish not to share my learnings with all the Natural Born Leaders. Natural Born Leaders like you and me inspire generations to go ...
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Web Equity Show with Justin Cooke and Ace Chapman

Justin Cooke and Ace Chapman share their real-life advice, examples, and ex

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“Don’t Build a Startup, Buy One!” This show is dedicated to providing successful entrepreneurs with the next steps on leveraging their capital to buy the right business, and also how to maximize sales in their own web portfolio. Justin Cooke, co-founder of Empire Flippers and Ace Chapman, an exceptional Business Acquisition Specialist take you through the steps to achieve next level results and help you scale your life and goals. For some of the very best information for your web portfolio s ...
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How to Scale an Agency 🚀

How to Scale an Agency 🚀

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Jordan Ross, Lucas James, and AJ Cassata share everything you need to know about scaling your agency. The hosts are each running their own 7 figure agencies and while on the podcast, bring on guests and conduct solo episodes on how you can easily scale your agency. You'll gain expert insights on lead generation, sales, operations, offers, pricing, retention and SO much more!.
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Welcome to Nanex Digital Media Group's podcast. We believe the success is achieved by taking massive action one step at the time. If you implement just one thing a day working better than before, no matter how small, just imagine how much you will have accomplished 365 days later. So we invite you today to take 5 mins as your first step towards growing your business exponentially. Can't wait to see you in 365! #biz365 Support this podcast: https://podcasters.spotify.com/pod/show/ndmg/support
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Diverseek

Jolene Mei / Madhu Nair

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Are you passionate about fostering diversity within your workforce? Tune in to our podcast as we explore the insights and expertise of renowned DEI specialists who have successfully implemented diversity, equity, inclusion, and belonging initiatives within prominent organizations. Gain inspiration and practical guidance on how to effectively introduce DEI programs in your own workplace. Visit diverseek.com to discover more!
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The podcast version of The CDC Gaming Show, your weekly source of gambling industry news, product updates, and interviews with key figures in the industry with host Casey Gonzales. Watch the video version on YouTube https://www.youtube.com/@cdcgamingshow.
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Get More Referrals Today

Referral Marketing Guru

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The show that shows consultants, coaches, service providers all over the globe how to fast track their business growth by building stronger loyalty & bonds with their networks, prospects, clients, referral sources, partnerships (faster than they ever imagined possible) - Leading to more clients, better retention, greater profitability and a more remarkable business overall. We want to help you create more ‘WOW I didn‘t expect that to happen moments‘ in your business.
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In The Accepted Authority, Greg Roworth discusses how owners of consulting firms can generate a predictable flow of premium opportunities to grow their business. Each weekly show features a lively discussion of a common growth challenge, covering strategies, tools, mistakes and how Greg has achieved results with clients or in their own business. Always useful, entertaining, and never more than 20 minutes. Sponsored by Business Flightpath.
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Professional and informative technology podcast hosted by service-centric UK Technology Consultancy, Krome Technologies; keeping tech topics engaging, fun, and easy to consume. This podcast has been created to share Krome's knowledge and opinions on the industry hot topics, and the challenges that all businesses are facing. Sessions will cover technology updates, tech challenges, trends, industry changes. Insights and best practices for IT leaders. Krome's experience with client projects. Ho ...
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Entrepreneur Stories 4⃣ Inspiration

Millionaire Interviews Podcast & Sir Austin Peek

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Entrepreneur Inspiring Stories to Help Motivate, Build, & Grow Your Successful Business with a Master Class from Entrepreneurial Thought Leaders that tell it How It Is... Millionaire Interviews is actionable advice for the (future & present) Entrepreneur, Thought Leaders, Solopreneur, Youpreneur, and Small Business Owner. The host interviews Business Founders in the Product, Service, Real Estate, and Tech industries so they can teach you from their experience. Connect with other Listeners @ ...
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Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
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If you’re a managed security provider (MSP), managed security service provider (MSSP), virtual CISO, or a cybersecurity professional looking for insights and advice on ways to build bridges with your clients (or vice versa), look no further than Cyber for Hire | The Managed Security Podcast! Presented in partnership with MSSP Alert and ChannelE2E, Cyber for Hire, is a weekly 60-minute podcast (in two 30-minute segments) hosted by Ryan Morris, Principal Consultant at Morris Management Partner ...
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Over the past decade, the MENA region has been silently building an ecosystem while the world wasn't watching. The mission of this show is to share those stories from those that are contributing to this change, the investors, founders, and operators. We'll be interviewing guests to talk openly about their journeys, starting with their childhood and going all the way through to the Why? How? What? of their entrepreneurial journeys. Showcasing these stories is vital for people to connect, lear ...
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Welcome to "Beyond the Dashboard" - your one-stop podcast for all things related to KPIs and metrics in the Managed Service Provider (MSP) space. In today's data-driven world, we understand that numbers matter. But what matters even more is understanding those numbers and knowing how to leverage them for the growth of your MSP business. That's where we come in. Every week, we delve into the vast sea of data and bring you insightful discussions about the key performance indicators (KPIs) that ...
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In this episode of the DooDoo Diva's Smells Like Money Podcast, Suzan Chin-Taylor chats with Adam Povlitz, CEO of Anago Cleaning Systems, about how AI-driven tools can transform client acquisition and retention for service businesses. Adam discusses how Anago's proprietary app, CleanCom, streamlines communication, improves customer satisfaction, an…
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Overcoming the Fear of Feeling Like a Fraud in Business In part two of her vulnerability series, Roma, a sales and systems coach, opens up about her experience of feeling like a fraud and a copycat in her entrepreneurial journey. She shares her internal struggles with guilt and shame, stemming from using concepts learned from mentors and integratin…
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Send us a text Mastering Client Acquisition and Business Growth Strategies In this episode, Jen and Todd delve into the critical topic of client acquisition and understanding what it truly means to need more clients. With a light-hearted recount of a weekend bouncy house mishap, they transition into practical advice for business owners looking to a…
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We're gifting you a copy of Daves book - grab it here! https://www.systemology.com/revenue-boost/ Dave has helped literally 1000s of entrepreneurs "fire themselves" and gain true freedom from their business, by giving a step by step playbook to build systems and processes that don't require the owners time. This will be a 2 part series because this…
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This week, Casey looks at the prospering Sparks casino scene amid ownership changes, Boyd's move to New Jersey igaming, the fed's rate cut and expected impact on Las Vegas local casinos, and more. Casey also focuses on Sightline's key pillars of client success that translate to a better customer experience and are designed to build and foster long-…
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Discover how Dane Bollwinkel generated passive income with crypto, turning $1K into $50K in this exclusive interview. In this episode of the Surges of Income podcast, we dive deep into cryptocurrency strategies that go beyond day trading. Dane shares his unique approach to crypto investing and how he leverages decentralized finance (DeFi) to earn $…
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Investing in yourself is critically important to the success of your business. It’s easy to want to invest in equipment, social media, editing and the like, but unless you also invest in yourself, you won’t have the personal tools to build a business. One way to invest in yourself is to attend industry conferences where you can learn from industry …
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🎙️Join us as we chat with Louise Archer, Founder of Retrained Search, who shares her journey from contingent to retained recruiting. Learn how this transition transformed her business, tripled her success rate, and created a more fulfilling recruiting experience. If you're a recruiter looking to improve your process, boost efficiency, and secure be…
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Join Silvia Del Corso, Director of PinkSEO, as she shares her journey from Italy to directing a successful SEO agency in London. Discover how Silvia and PinkSEO outpace the competitive SEO landscape, manage client relationships, and prepare for AI's impact on the industry. Learn about their services, team setup, and Silvia’s vision for the future o…
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In this introduction to the Agency Growth Advisors series, Todd Taskey sits down with seven agency owners who share how they help founders accelerate growth. In this episode… When it comes to scaling an agency, there’s no one-size-fits-all approach. Strategies often depend on size, revenue, and operational structure. What insights can you learn fro…
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In this episode of DooDoo Diva's Smells Like Money, host Suzan Chin-Taylor sits down with Blair Corning, Deputy Director of South Platte Renew, to discuss the rapid influx of new regulations in the wastewater industry. This is the first part of a two-part series, where Blair shares how South Platte Renew, which serves 300,000 residents in the South…
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Jason Heinze originally wanted to be an architect but got into disability law after taking over his father in law’s practice. To establish his client’s disability claims, he would have them manually enter daily notes into a pain journal, but he often had difficulty getting clients to consistently maintain the journals because they might forget and …
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We've talked about them before. They're perhaps the quickest way to scale your business and shoot more real estate listings: Broker Deals. This week, Craig shares a story about a Broker Deal he just closed with a new WOW Video Tours Client in the Greater Toledo, OH area. Listen in for an effective way to serve your clients well! Interested in learn…
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Ann Garcia is a partner of Independent Progressive Advisors, an RIA based out of Portland that oversees approximately $115 million in assets under management for 120 clients. Ann has distinguished herself by developing a nationally recognized expertise in college financial planning, a specialty that has grown alongside her advisory business, now fo…
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NOTE: Sorry about the audio quality here. The mic cable had a short in it 😭 If you're working non-stop but still struggling to make ends meet, you're probably making one of these five major pricing mistakes. I just dropped an episode that breaks down 5 pricing traps freelancers fall into—and how to fix them before they burn you out. Here's the hard…
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Understanding your ICA enables you to gain a clear picture of where you should allocate, focus, and coordinate your sales resources. By the end of today’s show, you will know how to · Identify and define your Ideal client avatars. · Identify the “why” of your ideal client avatar, their pain points, and where they hang out. · Attract and connect to …
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Can artificial intelligence really transform our everyday lives and revolutionize entire industries? Buckle up as we take you on a fascinating journey through the world of AI, from its basic principles to its most advanced applications. We'll break down how AI-powered technologies like self-driving cars and ultra-accurate streaming recommendations …
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Send us a text Empowering Community through Service and Connection: Insights with Marie Kieffer In this episode, Jen and Todd sit down with Marie Kieffer to discuss their experiences in the hair industry. The conversation flows from light-hearted introductions to more profound topics. Marie shares her inspiring journey from opening a successful sal…
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You're in for a treat, Kasim is a BEAST! He's mastered what it takes to scale agencies and has done it 5 times. One of his agencies is Solutions 8, a top ranked Google ads agency with 100+ employees. He credits a lot of his success in his ability to hire the best people & build all star teams, which is what we'll dive into today. You might remmeber…
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This week, Casey looks at Bally's exit from a Pennslyvania project years in the making, F1's lack of effect on the room prices in Vegas, and more. Casey also looks at the "wow" factor an Oklahoma casino created by partnering with JCM Global on its updated signage throughout the property, creating an exciting and memorable environment for guests.…
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Welcome back to the Surges of Income Podcast! Today, I sit down with Travis Weathers, owner of Rotate Digital Marketing Agency, to talk about building a profitable business through niche marketing. Travis shares his journey of growing his agency to serve 150+ moving companies worldwide and the key strategies he used to increase profitability. From …
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Shoot Us A Message! In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, of…
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In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…
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Imagine getting your business ripped apart by a guy who runs a $250M empire. That’s exactly what happened to me when I spent an entire day locked in a room with Alex Hormozi and 9 other entrepreneurs. Alex didn’t hold back—he showed us exactly why we were stuck, why we were plateauing, and how to fix it. The biggest takeaways? I break them all down…
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Eric Stein is a Partner at East Bay Investment Solutions, a firm that offers fractional Chief Investment Officer services, supporting over $6 billion in assets under advisement across 26 advisory firm clients. In this episode, we discuss how Eric leverages his extensive investment expertise not by managing portfolios for individual clients as a tra…
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How can business owners prepare themselves in the good times for an eventual downturn? How do we distinguish between signs that a business is not working, or we’re just one more week of persistence away from breaking through? When our self-identity is challenged, how can we hold onto what’s important in order to make it through to the other side? I…
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Do you know what your market opportunities are? To flourish in sales, it’s imperative that you know the kind of client that would be a good fit for you. This will allow you to find those clients and seize the opportunity to work with them. In this episode of Get More Clients, Superstar Sales Consultant Lynn Whitbeck tells you the process of groupin…
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Dave has helped literally 1000s of entrepreneurs "fire themselves" and gain true freedom from their business, by giving a step by step playbook to build systems and processes that don't require the owners time. This will be a 2 part series because this information is so valuable and it's helped my business so much. Enjoy! Connect with Dave Below Li…
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This week Casey looks at why investors at Bank of America are concerned with year-over-year comparisons in Vegas, competition heating up on the East Coast when NY gambling halls open, and more. Casey also gets an update on Quick Custom Intelligence's AGI55 update which the company will showcase at G2E. Over 3,000 new feature enhancements have been …
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Shoot Us A Message! Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead …
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Aaron Levenstadt is the Founder of Join Agency Alliance, an advisory board composed of former agency owners who have exited their businesses. He has built and sold multiple agencies, including Pedestal Search, which emerged from his experience as one of the original members of Google’s Search Analytics team. As an investor, Aaron supports agencies …
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Giving Yourself Permission: The First Step to Success In this episode, Roma, a sales systems coach, emphasizes the importance of giving yourself permission to pursue your dreams, whether it's starting a business, making a big life change, or even something as simple as buying a T-shirt. Roma shares her journey of creating over half a million in sal…
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In this episode of the DooDoo Diva's Smells Like Money Podcast, Suzan Chin-Taylor welcomes utility expert Andy Zetlan to discuss the pressing challenges utilities face as they transition to carbon neutrality. With a focus on the shift from fossil fuels to renewable energy, Andy highlights potential reliability issues, particularly for high-consumpt…
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Amanda Tuminelli, Chief Legal Officer for the DeFI Education Fund, visits the podcast to discuss her role with the organization and its objectives. (What is DeFi? It is shorthand for Decentralized Finance and the backbone of DeFi is blockchain technology and smart contracts.) The DeFi Education Fund is a nonpartisan research and advocacy group work…
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Shoot Us A Message! Craig Pretzinger delves into the intricacies of creating a predictable, consistent, and profitable agency sales machine. Kicking off with a reflection on the importance of strategic investment and the pitfalls of a DIY approach, the episode centers around the transformative power of telefunnels. Craig describes the journey from …
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"Upselling" can sound like a "dirty" word. It can also sound like a word of opportunity. Craig and Todd discuss what upselling is, when to consult with your clients on other services they may benefit from, and the impact it can have on your business. Interested in some of the resources Todd & Craig mentioned during this episode? Check out: The Air …
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Join Bibi The Link Builder from BibiBuzz as she shares her journey to becoming one of the leading experts in link-building. Discover Bibi’s strategies for doing business, managing a global multi-cultural team, staying competitive in a market saturated by full-service SEO agencies, and leveraging multimedia content and AI. Tune in to learn about fut…
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John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demo…
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Raise your hand if you suck at self-promotion... 🙋🏻‍♂️ 🙋🏼 🙋🏿‍♂️ 🙋🏻‍♀️🙋🏽‍♀️ (←that's probably you.) Sadly, self-promotion is where most freelancers hit a wall. It's one thing to create an amazing service or irresistible lead magnet, but it's entirely another to promote it effectively. If your calendar isn't booked solid with projects from ideal clie…
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In order to sell a product or service to someone, you must understand who you’re selling to and why. This starts with the client and their perspective. What are they feeling? What do they want, need, or lack? By deciphering emotions and motivations, you’ll be one step closer to closing the sale. Within this episode of Get More Clients, Superstar Sa…
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