Distinctly’s Post

As an advisor, understanding how you THINK.FEEL.DO™ money is a crucial component for serving clients well. In Ep. 3 of Planning & Beyond, Meghaan Lurtz of Shaping Wealth shares a simple starting point for advisors in uncovering their own money story. Tune in on Spotify and Apple Podcasts! 🔗Spotify: https://loom.ly/Xti6zHc 🔗Apple Podcasts: https://loom.ly/gf6UyJ8 #PlanningAndBeyond #FinancialAdvising

The struggle is real with adopting broad match and modernizing match type strategies - Jyll Saskin Gales provides a great perspective on broad match and match types in general 👏 👏 👏 🙌

Laying in bed worrying won’t solve the challenges keeping you awake 😥 In this episode of How Did We Get Here, Jess and I discuss why tackling financial concerns head-on is the only way forward👊 Learn to move from worry to action—stream the episode now on Spotify and Apple Podcasts! 🔗Spotify: https://lnkd.in/eTWby9FT 🔗Apple Podcasts: https://lnkd.in/eCbWGej4 #HowDidWeGetHere #FinancialPlanning #StressManagement

Haven’t tuned in to our latest episode? Episode 10: Mastering Your Money is packed with insights on the importance of shifting your money mindset and practical steps to help you do so! The first steps are to determine your goal and identify the highest and best use of your time to reach it. Tune in on YouTube, Spotify, Apple Podcasts, or wherever you listen to podcasts!

How do you influence a relationship without directly speaking 1:1 to someone? The full video episode of IMPACT Effect EP104 Jim Morris x Brian Galke is now live on YouTube, Spotify, and Apple Podcasts! Search The Impact Effect Podcast wherever you listen to podcasts. #IMPACTEffectPodcast #RelationshipInfluence #HumanConnection

Laying in bed worrying won’t solve the challenges keeping you awake 😥 In this episode of How Did We Get Here, Jess and I discuss why tackling financial concerns head-on is the only way forward👊 Learn to move from worry to action—stream the episode now on Spotify and Apple Podcasts! 🔗Spotify: https://lnkd.in/ebxmF5c9 🔗Apple Podcasts: https://lnkd.in/exC5R8fY #HowDidWeGetHere #FinancialPlanning #StressManagement

Check out the full episode of PR & Lattes out now! 🤩 What an honour this was! During this episode Matisse and I discuss agency life and owning a business within Durham Region. 📍 Listen now at https://bit.ly/3xkjqsN This episode is also available on Apple Podcasts, Spotify, or where ever you get your podcasts! 🎧 . . . #socialmediaagency #pragency #prexpert #socialmediaexpert #socialmediatips #publicrelations #prtips #socialmediapodcast #publicrelationspodcast

🎧 In the latest Labors of Love episode, Shanda and I talked about how consumerism (so sneakily present in everyday life) affects our view of ourselves and how we live our lives. Tune in as we unpack the insidious impacts of being conditioned as a consumer on our personal evolution and ability to be present (even when we're still and doing nothing). 🧘🏽 I'd love if you let me know what you think in the comments or DM! #thelolpod #podcasters #podcast

My brilliant business partner, Michael Landry, sat down with Javon Martin to talk about how we started The Influence Agency👇 You can also listen to the full Spotify episode in the link below.

🗣 "I didn't even think about that!" 🗣 "oh, nice catch!" 🗣 "thanks for bringing that up" These are common reactions I've had and that clients have reported back to me when they reality-tested assumptions. Operating on assumptions is what often leads to misunderstandings, hurt feelings, and damaged relationships. Avoid these pain points by proactively reality-testing assumptions. If you want to learn how, check out my upcoming program: https://lnkd.in/eV3YDXbc