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Steve Hoffman show art Steve Hoffman

High Performing Practice

Many business owners are trying to grow their business exponentially but don’t know how to access funding from venture capitalists. Others are struggling with an idea to start and can’t get the business off the ground. Steve Hoffman, CEO of Founder’s Space, joins me for a great conversation about the do’s and don’ts of approaching venture funding. He shares success stories from his years of experience that the financial planning community can use as well.   Links: LinkedIN: Special Offer for Listeners:  

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Jason Hitch show art Jason Hitch

High Performing Practice

Pension Risk Transfer helps millions of Americans retire securely. Given the importance of this risk transfer opportunity, one the nation’s leading providers of individual annuities joined the market place in the middle 2010’s. Jason Hitch and I discuss the continued shift to Pension Risk Transfers, the importance of customer service to the post-sale experience, and why this is a market you should consider investing your time in to grow your business. Link to Great American PRT info: Podcast with Steve Pilger:   Link to Ash Brokerage PRT information:  

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Steve Pilger show art Steve Pilger

High Performing Practice

Trillions of dollars are going to transfer in the next quarter of century. Many business owners are looking at significant tax decisions to make. We can help with the deferral process in many situations. Our Business Owner’s Solutions platform can mitigate pension risks, worker’s compensation planning, and provide relief in planning for retirement income through the sale of a business. Join me for an overview of our capabilities at Ash Brokerage that can help move your business into new markets, make you more valuable to your business clients, and keep you relevant with your clients. For...

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Paul Kingsman show art Paul Kingsman

High Performing Practice

We are pleased to announce another valuable source for Practice Management ideas and content. Paul Kingsman, National Director of Practice Management at Ash Brokerage, joins me to discuss his new resource, The Distraction Proof Advisor Podcast. We talk about some Practice Management concepts on the show as well as what advisors can expect from his show. It launches next month so join me for a sneak peek at the podcast. 

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Randy Kitzmiller show art Randy Kitzmiller

High Performing Practice

Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and get to the next generation. Join my conversation with Randy Kitzmiller, RICP®, ChFC®, CLU® and learn how you can retain clients and grow your business.  

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Reminder Media - Luke Acree and Joshua Stike show art Reminder Media - Luke Acree and Joshua Stike

High Performing Practice

Luke and Josh have built a business that every financial professional can benefit from – content creation and marketing! Their model includes various forms of media with great content to engage prospective clients and maintain contact with existing clients. This episode is full of ideas that you won’t want to miss. Links:  

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Tom Hegna show art Tom Hegna

High Performing Practice

Tom Hegna is a legend in the retirement income planning space. I had the privilege of sitting down with Tom to talk about the economy, taxes, and opportunities for financial professionals. Take 25 minutes and get re-charged to help more clients. Free Tom Hegna Webinars:

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Chala Dincoy show art Chala Dincoy

High Performing Practice

My guest today, Chala Dincoy, works with individuals and firms to grow their business through a clear message, super niches and a direct message tree. She offers several strategies for the financial professional to consider as they look to grow efficiently. Her example of a financial professional changing their market and going online to prospect is critical to everyone’s success in a post-pandemic world. Links: YouTube:   Book: Gentle Marketing (free book and free consultation)

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Diane Strand show art Diane Strand

High Performing Practice

If you want to know the importance of changing to a video marketing strategy, my guest works on producing through several studios in addition to owning several businesses. Diane Strand talks about how to increase your return on investment on your video strategy as well as several aspects of the Workforce Development Board in your local area to help build your business. Links:

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Keith Renninson show art Keith Renninson

High Performing Practice

Getting lost in the Himalayans would create anxiety for anyone. Keith Renninson used the time to journal that lead to his formula for success: TRIP. Using his process, advisors can help alleviate erratic client behavior and develop personal philosophy statements. Join me and listen to a financial services veteran and army veteran about how to stay calm under pressure and lay out a process for success. Links:

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More Episodes

Longevity is the greatest multiplier of all retirement risks. Longer life expectancies mean more life but that means your client needs to be thinking of how to live their best life after retirement. My guest, TK Mitchell, talks about how to make the most of the second half of your journey by focusing on nutrition, lifestyle, and spirituality. Join me for a great conversation around mitigating non-financial risks for your clients.

Show Links:                              

https://www.lifestyle120.com/blog 

https://www.lifestyle120.com/sprout-your-new-life 

https://www.youtube.com/channel/UCjLsfHoqxtNcUnGazugtfOg