In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how [...]
As co-founder and CEO of Heroic Public Speaking, Michael Port teaches actors and non-actors alike to give better performances both onstage and off. Port points out that how we carry out our roles determines our outcomes, good or bad, at work, at home, and [...]
Brittany Anderson is the Co-founder of Dare to Dream Enterprises and has been the Director of Operations at Sweet Financial for over 10 years. In her management role, Brittany helps with strategic planning of the practice, controls the day-to-day operations, and provides leadership to [...]
Kristina Paider is a world-class business strategist and screenwriter. She helps companies connect with their customers by applying Hollywood storytelling techniques to their marketing and communications. Her company, The Hollywood Approach, is a platform that leverages the art and neuroscience of story to help [...]
Jennifer Goldman is a coach who has helped hundreds of advisors transform into profitable, higher growth businesses. In the work she does, Jen focuses on strategic planning, recalibrating staff and resources and creating operational efficiencies. Takeaway Quote: “If you off board clients well, you feel [...]
Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. With over 25 years of experience in practice management and consulting, he works with the Professional Development Team on research and curriculum development of their professional development programs. Takeaway Quote: “When [...]
Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. Lisa is a Registered Life planner® and Certified Financial Transitionist® (CeFT®). She’s also a Kolbe Certified Consultant™ and uses that assessment to guide her [...]
Kevin Knebl is an international speaker, trainer and executive coach whose clients range from individuals to Fortune 500 companies. He is the co-author of The Social Media Sales Revolution and a contributing author of Learn Marketing with Social Media in Seven Days. He has [...]
Leo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value. Leo has traveled around the world to work with senior leadership teams and financial entrepreneurs to help them discover, articulate [...]
Joe Martin is a Partner at Summitry, a wealth management firm in the San Francisco Bay area providing financial planning and wealth management services with a dozen advisors and managing over $1.5 billion. He is responsible for the overall management of advisory and planning [...]