S1 E11: Building a Financial Machine with the Help of Lone Beacon
The financial industry, like the rest of business, has evolved with the rise of digital media and stronger data. Today we explore this shift with John of Lone Beacon.
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S1 E10: Creating a Championship Mentality in Business with Jon-Eric Sullivan
No matter what line of work you’re in, many of the same underlying principles will help you become successful. That’s why we’re stepping out of the financial world this episode to speak with someone who’s not in the industry but knows exactly what it takes to have a championship mentality. Jon-Eric Sullivan, Co-Director of Player Personnel for the Green Bay Packers, works with one of the world’s great sports franchises and he joins us to talk about success, his favorite memories, and much more.
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S1 E9: The Evolution Of A Top 1% Firm with Jim Brogan
Today we welcome on noted Jim Brogan, founder of Brogan Financial in Knoxville, Tennessee. This dedicated Vols fan has enjoyed plenty of success in the financial world throughout his 20-year career. Not only does he oversee his business as the CEO, Jim also dedicates a lot of his time to providing financial education in the classroom and across different mediums for people across his region. His passion and expertise are evident through his day-to-day work and we hope to share some of that with you today.
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S1 E8: Lessons From Renowned Mentor Elyse Archer for Elite Female Sales Professionals
We’re excited to welcome on our next guest, Elyse Archer, who we’ve been learning from for many years. This incredible mentor behind She Sells has helped female sales professionals build trust, instill confidence, and grow their bottomline. Now she joins the show to share that experience, explain why women are so effective, and give us some incredible insight on balancing work and life.
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S1 E7: How To Harness 80 Years Of Knowledge with Kevin Beauchamp
Today we’ll introduce you to Kevin Beauchamp, Vice President and Director of Strategic Partnerships, and find out what makes this business an enduring success.
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S1 E6: Stories That Stick With Kindra Hall
Karl is excited to feature a recent interview between best-selling author Kindra Hall and Financial Independence Group’s Tom Lamendola. Karl will preview what to expect on the show before turning over the microphone where you’ll hear Tom and Kindra discuss why stories are so important in business today. They’ll also explore why financial professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their “Value Story”.
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S1 E5: How To Use Brain Science To Improve Your Practice With Chris Abeyta
Today, Karl talks to Chris Abeyta about the concept of Brain Science and the positive results that his practice has gained from using this method.
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S1 E4: Embracing Self-Advocacy With Michael Kitces
Karl is pleased to feature a recent interview between renowned financial planning professional Michael Kitces and Financial Independence Group’s Tom Lamendola on this episode. Karl will set you up for what to expect in the interview that ranges several topics from Michael’s viewpoint on the messaging as it pertains to the retirement dilemma in the US to delving into the best practices for financial professionals to fish for new clients. You’ll also hear discussion about what financial professionals and investors alike should focus on in today’s fast-changing financial world.
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S1 E3: Using The Myers-Briggs System To Build Client Relationships With Dustin West
It’s no secret that client connection is important and an essential part to any industry that is out there. However, this aspect is absolutely vital for financial advisors to hone and perfect. Our guest today, Dustin West, explains how you can utilize the Myers-Briggs system to build relationships with clients, close on sales, and much more.
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S1 E2: Leading A Life & Business With Integrity – A Chat With Bill Cain
We invite our first guest to the show Bill Cain. Bill founded Financial Independence Group, Inc (FIG) in 1976. He wanted to help financial professionals find success in their practice, while also fostering a healthy work culture driven with integrity. Throughout this conversation, Bill talks about some of the challenges he’s had to overcome throughout the years, the importance of how you treat other people, and many more life lessons he’s learned along the way.
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