Unscatter the chatter
August 15, 2022Your business may be one of the thousands worldwide that have implemented the Entrepreneurial Operating System, but what’s keeping you organized and positive outside of…
Rowing is half the battle
August 8, 2022Clients struggle to find the motivation to start planning, which yields negative consequences for their financial future. This week’s episode with Entrepreneur and Author Kevin…
Maneuvering Medicare
August 1, 2022Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…
Financial tools for college planning
If you’ve got clients with kids about to go off to college this fall, you better share this week’s episode featuring Chair of the College…
After the big league
July 25, 2022This week, Former Green Bay Packers’ offensive lineman and Super Bowl Champion Ken Ruettgers talks about his non-profit organization Gamesover.org that helps former pro-athletes adjust…
The transition into retirement
July 18, 2022When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…
Who wants to be a millionaire?
July 11, 2022Let’s face it, making money is one of the driving forces behind today’s world, yet many people struggle to make their financial dreams come true….
Find your baseline
July 3, 2022Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…
DreamCatchers: Making dreams come true
July 1, 2022You make such a big impact on your client’s lives, why not inspire them to pay it forward! This month’s show features Caitlin Crommett, the…
Navigating your journey with Social Security
June 27, 2022Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…
First paycheck planning
June 1, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
The art of communication
May 30, 2022No matter how long you’ve been in business or how many clients you work with, there are a couple tried and true methods that help…