
Leave your emotions at the door
Air date: Jun 12, 2023In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter how…

Covering your assets
June 5, 2023Property and casualty is exceedingly underdiscussed amongst clients in the insurance space. Our guest Zary Lete, Financial Professional, shares stories of the reasons why clients…

Must do practices before starting a business
June 1, 2023Many people get too wrapped up in excitement and launch a business without having a proper plan, but if you don’t have a roadmap, things…

From NBA to Finance
May 29, 2023In this episode, former NBA Player Chris Gandy turned Financial Professional shares his insights on the importance of teamwork and building a cohesive team to…

Could you afford to lose your income?
May 22, 2023People don’t think twice about homeowners’ insurance, yet the odds of your house burning down are close to 1 in 12,000. So why do people…

Must do practices before starting a business
May 15, 2023Many people get too wrapped up in excitement and launch a business without having a proper plan, but if you don’t have a roadmap, things…

Intentionally financing your life
May 8, 2023You’re going to want your clients to tune into this episode because there’s a huge opportunity for you in it. This episode steers clients to…

Key steps to protecting your business
May 1, 2023Why is sharing an episode on intellectual property important for you, a Financial Professional, to do? If something happens with your clients’ IP, it can…

Aspire to inspire
Becoming a successful entrepreneur isn’t easy, which is why we have Bob Luddy here to discuss the steps he feels has made him the most…

A guide to employer benefits
April 24, 2023Jayne Fitzgerald is back again after last week’s episode on savings related to your daily life to talk about changes that affect business owners and…

Saving with low income
April 17, 2023If you have a low income, it’s harder to prioritize or even have the ability to put money aside for things like retirement, emergencies, DI,…

Planning your retirement
April 10, 2023Do you want Van Mueller to tell your clients how important it is to meet with YOU for their financial changes? Then you better open…