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  • The Advisor Arena Promo

    The Advisor Arena Promo
    2020/01/21
    What is the Advisor Arena and who is Jaime Malm?
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  • Hiring an Employee with Special Guest and Human Resources Director, Brad Malm

    Hiring an Employee with Special Guest and Human Resources Director, Brad Malm
    2020/01/25
    So, you have these new goals for the year and great aspirations for your business, but halfway through January you may be wondering if hitting those goals is going to come at the expense of your sanity. Or your family. Or your free time. Yikes! You have probably reached a point in your business where it is time to look at running your business… like a business. We understand that is easier said than done, however. You have likely been THE ONE that handles everything up to this point and I get it! It is hard to find someone that cares as much as you do. It is hard to find time to train someone. It is hard to let go of things and delegate. If this sounds familiar, then this episode is for you. I sit down with the Vice President of Human Resources for Gradient Financial, Brad Malm, and pick his brain on what works, what doesn’t and what you can do to take the right next steps. FREE OFFER: For everyone that takes a moment to SUBSCRIBE, RATE and REVIEW this inaugural episode of the Advisor Arena podcast, you have the opportunity to attend our next Operations University and I will pay ½ the cost. That is a $600 value just for taking a few minutes to leave an honest review, subscribe and rate.
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  • Meet my team at Gradient

    Meet my team at Gradient
    2020/01/25
    My team and I have built a successful business within Gradient that started at ZERO. Zero agents, Zero business, Zero production. Over the last 10+ years, it has gone from a complete start up to a group that is generating over 500 million dollars in production each year. Every day, my team is consulting with the top financial advisors in the industry. Get to know my team members and how you can benefit from each of us.
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  • Drastic Steps with Toni Harris Taylor

    Drastic Steps with Toni Harris Taylor
    2020/01/30
    Toni is a motivational marketing speaker, trainer, coach and author. Toni entered the financial services industry with no investment or sales experience and learned how to build relationships and help people that desperately needed her services. Her early success as an advisor led her to train and coach over 300 advisors and develop her own company focusing on taking “Drastic Steps” to overcome the challenges independent financial advisors face in regard to marketing, prospecting, increased compliance and sales. After hearing my conversation with Toni, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation. Enjoy!
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  • Be Who You Came To Be with Tara Renze

    Be Who You Came To Be with Tara Renze
    2020/01/30
    Tara Renze spent almost 20 years in the corporate world in direct sales. She is a keynote speaker, sales trainer, entrepreneur, business owner, a wife, a mom and she is on a mission to help people Be Who They Came to Be! After hearing my conversation with Tara, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation.
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  • In-Betweeny Episode

    In-Betweeny Episode
    2020/02/06
    This is the first In-between episode show. Short, to the point and impactful. How do you achieve goals when frankly, you just really don't feel like it sometimes. After hearing my conversation, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation. Enjoy!
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  • How to Get 100 Appointments Per Month

    How to Get 100 Appointments Per Month
    2020/02/06
    Jeff Foley is a Certified Financial Planner and is the owner and founder of Paladin Financial. Jeff has attained his 7,24,6,63,66,53 and is licensed in all 50 states. In this episode he is sharing the best tips he has received in this business, what surprised him the most in his transition to an independent advisor and that activity that generates over 100 appointments per month. After hearing my conversation, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation. Enjoy!
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  • Social Media Marketing Tips, Tricks and Mistakes

    Social Media Marketing Tips, Tricks and Mistakes
    2020/02/20
    Richy Hirtle and Andrew Riis of RA Marketing join me to discuss what you need to know to be successful with any digital marketing campaign. PLUS...They have a generous offer of $250.00 off your first campaign for anyone that mentions this podcast!
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