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Commit. Connect. Create.
January 1, 2018You probably want your business to grow by 3 or 4%, but what about 300-400%!? Kevin Gaskell, the man who brought Porsche from bankruptcy to…
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What’s Your Story?
December 25, 2017This week’s episode will not only inspire your clients, but it could also teach you a thing or two about how to connect with your…
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Tax Tips to Implement Before Year End
December 18, 2017The best tax-savings ideas arise when you get your hands on clients’ returns, but by then it’s too late to put anything in motion for…
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Make Your Life Less “Taxing”
December 11, 2017Since Tax Laws are front and center right now, we invited Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute to talk…
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College Admissions Secrets Revealed
December 4, 2017Prepare to be blown away by this college funding strategy! Coy Howe, founder of College Funding Solutions, reveals college admissions secrets and the marketing game…
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In the blink of an eye..
November 27, 2017As a financial professional, you know that “life happens” even when people think they’re invincible. Share this amazing episode featuring Jane Blaufus of how her…
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What a Bad Diagnosis Means for Your Financial Future
November 20, 2017When someone gets a diagnosis of a neurological condition such as dementia, Parkinson’s or multiple sclerosis, their whole life changes – and their financial life….
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Who will take care of Mom?
November 6, 2017Do you know anyone who ended up draining their financial and emotional resources taking care of an aging parent who didn’t have a LTC plan?…
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Understanding the Health Insurance Marketplace
October 30, 2017We all know that the health insurance industry is reeling, but what your clients may NOT know is that working with you is their best…
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What’s your “Why?”
October 23, 2017You work hard on your clients’ plans, but do they struggle with following through on their own tasks? Advisor, Trainer & Speaker Jon Baker ran…
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A Helping Hand for Small Businesses
October 16, 2017As a small business owner you know how difficult it can be to get your new business up and running. Did you have friends or…
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Social Security Success Tips
October 9, 2017Your clients are probably excited to jump into their long-awaited retirement, but have they considered how their timing will affect their social security benefits? Encourage…