show episodes
 
The Turn Your Followers Into Clients podcast is all about empowering today's content creator and online coach to do the damn thing and start monetizing their genius online. Ever wonder whether starting an online business is right for you? Imposter syndrome making you stop dead in your tracks? Interested in becoming a coach? Want to create content that *actually* gets you sales? The Turn Your Followers Into Clients podcast aims to cover all of that, and more. This podcast is hosted by Vanessa ...
 
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show series
 
This week in the China Shop starts off with a Festivus Miracle, as the annual government shutdown was avoided. Dan looks at a poll suggesting the labor shortage is more permanent than initially thought and Kyle finds a disturbing story about a water crisis in China that could have consequences on the American supply chain. In Trading, the guys ook …
 
Todd Isberner is a husband, father, business owner, and author of “What Every Man Needs to Know” As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact each one of these …
 
Michael has more than two decades of business expertise as a strategic advisor and consultant, corporate executive, and investment banker. Michael has extensive experience with corporate development, mergers and acquisitions, and capital raising and has worked extensively with dental and medical groups and private equity backed-platforms. Prior to …
 
The shop is open as Dan and Kyle go over the biggest takeaways from their journey in 2021! It's been a huge year in development, from meme stocks to technical analysis to trading psychology, join them as they share what they feel are the most important takeaways from the many hard learned lessons. If you like our show, please let us know by rating …
 
Alon Braun, is an experienced system architect with a proven track record in supporting technology businesses to optimise their operations – advising in strategy, systems, sales and marketing. He is the Founder of the Riverbanks Business Development Program. With an MSc in Biology, he has been working closely with genetics, bioinformatics and micro…
 
Emmanuel’s background combines over 16 years of market research and marketing experience with strong academic achievements. At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights o…
 
Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobb…
 
This book will give you an inside look for anybody planning on serving, currently serving, or who has served to help them be successful and significant. You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme. You will learn how to be persistent, not give…
 
In this week's episode, Covid concerns continue and the markets reacted Friday. New stimulus plans are debated and Elon Musk is back in the news after rejecting a large German subsidy. Over in Stocks and Options, the guys check out news affecting Rivian and Didi before looking at the charts for BMY, GE and DIS. In the Crypto Corner, one large bull …
 
This week in the China Shop, Matt Reiner stops by to show the guys the fun side of financial planners. Listen along as our conversation ranges from Matt's book, Dr. Cole Cash Will See You Now, to the future role of financial planners and what to watch out for when working with one, and finally learning more about his AI project... How he manages to…
 
Speaker, NASDAQ Contributing Author and Podcast Host Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitat…
 
David Ciccarelli is an entrepreneur at heart. For the last decade, David, with the help of his team, has grown Voices from the ground up to become the leader in the voice-over industry. More recently, he has led the charge through Voices’ transition from a voice-over platform to a creative services marketplace, newly adding translation, audio produ…
 
In this week's episode, Covid concerns return in Europe and the Fed starts to change it's tune on inflation. Dan looks at the EV side of the new infrastructure bill and Kyle joins the leaders of the cannabis industry in wondering if the Dems will make good on their promise of MJ reform. Over in Stocks and Options, the guys check out news affecting …
 
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action. Tom star…
 
Our guest this week is Deborah Ellis, a certified financial planner with Cogent Independent Advisors. Deborah joins us to discuss her journey through the markets; how she went from a career in the film industry to pursuing her passion in the investment world. Listen along as we discuss the important people who started us on our journey, how a finan…
 
I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances. Professional Experience Staff auditor for the accounting firm of KMPG Peat Marwick. First ever Controller for the law firm Akerman, a top 100 law firm in the US. Founder of a public acco…
 
For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and commu…
 
LaDondra Hervey is an Award Winning Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach who empowers women to create richly rewarding businesses rooted in Jesus Christ. Using proven strategies, she helps women overcome the barriers that keep them disconnected from the calling on their lives in her faith based business c…
 
Olivia Summerhill is a Divorce Financial Consultant who discreetly helps affluent women maintain their lifestyle during and post-divorce. Learn More: https://www.summerhillfirm.com/ Influential Influencers with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com…
 
This week in the shop, Dan and Kyle wax poetically on the infrastructure bill and the not so good inflation numbers for October. Dan also finds a gem about China "asking" US businesses to lobby against bills they don't like. Over in Stocks and Options, the guys look at stories affecting JNJ, TSLA, DE before looking at the charts for PLTR and LYV. I…
 
David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals. Learn More: http://www.modelfa.com/ Influential Influencers with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://business…
 
Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries a…
 
Natalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly. She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients. Learn More: https://www.simplicityscottsdale.com/ Influential Influencers …
 
Changing Altitude: How to Soar in Your New Leadership Role https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/ Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and co…
 
Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the intent of soaking it all up. On one particular day, Ryan found himself at Paramount and stumbled onto t…
 
Joining us in the shop this week is Allen Sama, the head trader at Options Genius LLC. Listen along as we discuss the long and arduous path Mr. Sama took towards profitability and the winning strategy that path led him to. We discuss a little bit of everything, from options and losing large sums of (someone else's) money, to financial planning for …
 
Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize th…
 
The big story from the past week was the Fed's announcement that it is starting the tapering of it's asset purchases, but while that decision was expected, the markets reaction was not! Join us as we discuss that and the Fed's stance on inflation (again), along with a much needed digital payments platform for the Cannabis industry. We also look at …
 
Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investme…
 
Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press and available i…
 
Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connec…
 
As a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her expertise and experience, her clients are able to develop personalized systems to get more done in less ti…
 
Entrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found a way to serve others while pursuing his passions and interests. At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates. With every early…
 
George from TRADEPRO Academy returns to host this month's spicy review, as Dan and Kyle attempt to eat progressively hotter wings covered with hot sauces from Hot Ones. Listen along as George asks us questions on topics ranging from trading to personal. We laughed, we cried, and we're still dealing with the pain! We put this one up on YouTube too f…
 
In this episode of The CPA Marketing Genius, Salim discusses the importance of taking a step back from your business to take a deeper look at direction your business is heading in! By taking this step, you can make sure your business is heading in direction you intend for it to go in! Thanks for listening to the CPA Marketing Genius Podcast. If you…
 
The guys are back in the shop after missing last week due to a bout with the flu and have a lot to cover. Listen along as we look at payment for order flow and Senator Toomey's proposed bill, the continuing Evergrande saga and the Fed's decision to ban policy makers from owning individual stocks. In Stocks and Trading, we discuss the craziness aoun…
 
Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on t…
 
Frank is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him “top speaker” acclaim at industry conferences for over a decade. Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He’s been a top advisor, mana…
 
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action. Tom star…
 
Here’s what we can do for you: Educate you in the process of selling your business. For many people, selling a business is not an event that occurs often. It’s an intimidating process, and it must be done correctly. We will educate you in the process of selling your business as we lead you through it, working with you every step of the way towards …
 
This week's guest is one we've been trying to get on our show for the past 3 months, and Ross did not disappoint! Listen along as we try to learn as much as we can about what goes into starting and running an ETF. We also learn a bit about the philosophy behind the individual stocks that make up Changebridge's 2 flagship funds, from a commitment to…
 
Eszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own company in 2013, he was a standout financial advisor at New Yo…
 
They call me “The Dopamine Dealer of LinkedIn” and I’m proud of that nickname. I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father. Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion dollars, which generated over …
 
This week's guest is Anthony Fatseas, host of the WTFinance Podcast and crypto trader. Listen along as we discuss crypto assets, NFTs and the differences between trading in the US and overseas. We also can't help but take the time to learn more about the land down under while we have the opportunity! About Anthony Fatseas: His experience in investi…
 
Randy is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular…
 
On this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thr…
 
In this week's episode, it's a familiar story as everything shortages and supply chain disruptions dominated the headlines. In stocks and trading, Dan and Kyle review last week's stocks to watch and focus in on BP and MSFT. Over in the Crypto Corner, a mining company is set to IPO and a Bitcoin Futures ETF is ready to debut next week. As Random sta…
 
Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly bega…
 
There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs. John’s passion is people; and helping the…
 
In this week's special bonus episode, we sit down with Dr. Gonzalez to teach him a little bit about technical analysis, as well as some exercises that helped us when we were starting out. We also took the chance to ask some dental questions while we had an expert in the room! About Dr. Gonzalez: Dr. Gonzalez is a respected dentist operating in Peor…
 
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