In today’s episode Shireen Hilal drops some major wisdom on how companies often hold back, waiting for the "perfect" information or the "right" moment before taking action. The truth? Those moments rarely come. The market is always shifting, and so is the information. Instead of waiting, Shireen suggests a proactive approach: take action, but do it smartly. Start small, like a pilot program, and gather real-world feedback. You can plan all day in the boardroom, but only the market will show you what works and what doesn't. It's not about being reckless; it’s about taking measured steps to gather better information as you go. A big thank you to Shireen Hilal for sharing this incredible insight! Catch the full episode and learn how to take bold, yet informed, actions in your business. https://lnkd.in/gYy5xBJ3 https://lnkd.in/g9iR7Rp7 Watch now!
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Believe it or not, sometimes the best way to grow your business is by letting go of clients! It might seem counterintuitive, but holding onto the wrong clients can actually hurt your organization more than it helps. In our latest episode, our host Denise Cagan discusses 3 key reasons, as well as practical advice and real-life examples of how successfully parting ways with problematic clients can lead to increased growth and profitability. Don't miss out on this insightful episode packed with actionable tips! Listen now! https://lnkd.in/e7EXWnZm #ClientRelationships #BusinessGrowthTips #ToxicClients
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Thanks Rob Brown for the engaging conversation. We covered a lot of ground, but it all comes back to this: When you align your business activity with purpose, you create momentum. Success is rarely immediate, but as long as you’re intentional about your actions, results will follow in time. For those looking to build a business that scales beyond day-to-day operations and creates lasting impact, I encourage you to check out the full episode.
Empowering financial advisors, financial planners, and RIAs to develop highly profitable, purpose-driven, and client-centric businesses. Executive Coach | Author | Podcaster | Speaker
🚀 **New Episode with Duncan MacPherson!** 🚀 In this week's episode of "The Purpose-Focused Advisor", I sit down with industry leader Duncan MacPherson, where we dive into what it takes to build a business that not only lasts but truly makes a difference. 🎯 **Key Insight from Duncan:** "Good activity, sound activity, will eventually lead to productivity if it's purposeful. You just have to be at peace with the gap between cause and effect—trust that if you love what you do, success will come." 👉 Watch this quick 60-second clip where Duncan and I share why it’s crucial to think beyond day-to-day operations and focus on creating a business that can scale and thrive independently of you. 🎧 Tune in to the full episode for more insights on how to align your purpose with your business strategy to achieve lasting impact and fulfillment. 🔗 Link to the Full Episode in Comments Don't miss out on the powerful advice from one of the industry's best! 💡 #PurposeDrivenSuccess #FinancialAdvisors #BusinessGrowth #FinancialPlanners #TruestFan
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🚀 **New Episode with Duncan MacPherson!** 🚀 In this week's episode of "The Purpose-Focused Advisor", I sit down with industry leader Duncan MacPherson, where we dive into what it takes to build a business that not only lasts but truly makes a difference. 🎯 **Key Insight from Duncan:** "Good activity, sound activity, will eventually lead to productivity if it's purposeful. You just have to be at peace with the gap between cause and effect—trust that if you love what you do, success will come." 👉 Watch this quick 60-second clip where Duncan and I share why it’s crucial to think beyond day-to-day operations and focus on creating a business that can scale and thrive independently of you. 🎧 Tune in to the full episode for more insights on how to align your purpose with your business strategy to achieve lasting impact and fulfillment. 🔗 Link to the Full Episode in Comments Don't miss out on the powerful advice from one of the industry's best! 💡 #PurposeDrivenSuccess #FinancialAdvisors #BusinessGrowth #FinancialPlanners #TruestFan
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In this episode, we explore the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We also discuss the pros and cons of listing during these periods and how market perceptions can impact decision-making. Episode 145 - Timing Your Business Listing: When's the Best Moment? https://bit.ly/3ZmW5lF
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In this episode, we explore the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We also discuss the pros and cons of listing during these periods and how market perceptions can impact decision-making. Episode 145 - Timing Your Business Listing: When's the Best Moment? https://bit.ly/3ZmW5lF
Episode 145 - Timing Your Business Listing: When's the Best Moment? - Apex Business Advisors
https://www.kcapex.com
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In this episode, we explore the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We also discuss the pros and cons of listing during these periods and how market perceptions can impact decision-making. Episode 145 - Timing Your Business Listing: When's the Best Moment? https://bit.ly/3ZmW5lF
Episode 145 - Timing Your Business Listing: When's the Best Moment? - Apex Business Advisors
https://www.kcapex.com
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In this episode, we explore the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We also discuss the pros and cons of listing during these periods and how market perceptions can impact decision-making. Episode 145 - Timing Your Business Listing: When's the Best Moment? https://bit.ly/3ZmW5lF
Episode 145 - Timing Your Business Listing: When's the Best Moment? - Apex Business Advisors
https://www.kcapex.com
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While everyone has aspirations and sets goals, the journey from envisioning to achieving is a distinct and often challenging process that demands dedication, strategic planning, and perseverance. In this week’s Greatest Hits edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined in the studio by the Vice President and Managing Director of Elite Consulting Partners, Stacey Frank. This dynamic duo explores the team-building exercise known as The Vision Board Day, unraveling the profound impact of turning aspirations into visually compelling goals. Show highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board holds, and why you should make a vision board of your own. *The importance of aligning your organization's vision with the individual goals of its members. *Why your goals must be specific and written down to transform them from mere wishes to concrete objectives. In this transformative episode, Frank and Stacey guide listeners through the intricate layers of The Vision Board Day, a team-building experience that transcends conventional approaches. Unveiling the secrets behind translating dreams into tangible images, they shed light on the potent connection between visual representation and goal achievement. Walk away from this episode with a plan of how to start the process of turning your dreams into your reality! Click the link below to watch the full episode: https://lnkd.in/eY8Kijdm #EliteConsultingPartners #Elite #FinancialAdvisor #Success #AdvisorPodcast #BusinessGrowth #WealthManager #Potential #GoalSetting
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While everyone has aspirations and sets goals, the journey from envisioning to achieving is a distinct and often challenging process that demands dedication, strategic planning, and perseverance. In this week’s Greatest Hits edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined in the studio by the Vice President and Managing Director of Elite Consulting Partners, Stacey Frank. This dynamic duo explores the team-building exercise known as The Vision Board Day, unraveling the profound impact of turning aspirations into visually compelling goals. Show highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board holds, and why you should make a vision board of your own. *The importance of aligning your organization's vision with the individual goals of its members. *Why your goals must be specific and written down to transform them from mere wishes to concrete objectives. In this transformative episode, Frank and Stacey guide listeners through the intricate layers of The Vision Board Day, a team-building experience that transcends conventional approaches. Unveiling the secrets behind translating dreams into tangible images, they shed light on the potent connection between visual representation and goal achievement. Walk away from this episode with a plan of how to start the process of turning your dreams into your reality! Click the link below to watch the full episode: https://lnkd.in/efMCYFCH #EliteConsultingPartners #Elite #FinancialAdvisor #Success #AdvisorPodcast #BusinessGrowth #WealthManager #Potential #GoalSetting
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Transformational engagements are different from the usual way of working. And they can make your business way more profitable and joyful. Get helpful and expansive ways to increase both your profits and your joy through transformational engagements in this episode. Watch, listen, or follow along with the transcript here https://lnkd.in/eUkjG2Fu.
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CEO @ Maior | Driving Excellence in Professional Services Firms | Strategy, Operations, Growth, and Legal Background
2moCurtis McCullom CEC, CMS-CHt, thank you so much for having me on your show. It was such a pleasure speaking with you about how business owners can move faster and make better decisions at the same time.