May 24, 2022
In this episode, we are joined by business coach, author, and entrepreneur, Stacey Brown Randall. Stacey shares with us her journey of how she got to where she is today, how failing can lead to success and how to generate business referrals without asking.
May 17, 2022
In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access, how they are calculated, and the role of credit through the...
Apr 26, 2022
Wealth psychology expert and author Kathleen Burns Kingsbury
joins us to discuss her book, Breaking Money Silence®:
How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners can break money talk taboos, so we can build more...
Apr 19, 2022
Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®.
Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus needing to pitch herself to them. And she reveals why the onset of...
Apr 12, 2022
Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals, there is something for all financial planners in...