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Podcasts de assets

Andrew Henderson: Why The American Dream is Dead

Wall St for Main St welcomed back Andrew Henderson, he is the Founder of Nomad Capitalist! In...

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Why work with a financial advisor anyway?

It’s a fact. People who work with financial advisors have significantly more investible assets...

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#128: Listener Mail 5

Dirk, David, and Rob are back to answer more listener questions about budget, toolsets, and...

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Be Vigilant of Major Calamity around Sept 2015 – Jeff Berwick Interview

Anarcho-Capitalist. Libertarian. Freedom fighter against mankind’s two biggest enemies, the...

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Glenn Loury & William Darity

Why it's important to study disparities within ethnic groups … What Sandy's research has found...

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Unique, Alternative Assets for Your Retirement Portfolio w/ Jaime Raskulinecz

Which retirement accounts are tax-deferred? How much can you contribute before Uncle Sam steps...

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Why Bitcoin Makes Sense - Bobby Lee (BTCC)

Bobby Lee, the co-founder and CEO of leading Bitcoin financial platform BTCC, answers some of the...

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Ricardo Nazario: Do Try This At Home

Ricardo Nazario, President and CEO of T.O.S. Advisors LLC, came to share a bit of his 20+ years...

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Clients, how shall I bill thee?

Clients can be billed for anything you do -- whether you’re billing an estimate, an advance, a...

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Sales Commissions Made Easy

The painful process of tracking and calculating sales commissions for AEs is completely automated...

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Closing the year with Clients & Profits - Part 2

Last week, I walked you through the process of preparing to close your agency's fiscal year. This...

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Closing the year with Clients & Profits - Part 1

This week, I'll walk you through the process of preparing to close your year, how to put together...

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Episode 37 :: 86 2010 and start your 1099's

Clients & Profits automates a typically time-consuming and error-prone annual ritual -- printing...

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Episode 36 :: Closing The Year

Closing the year in Clients & Profits is extremely important and should be done sometime after...

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Episode 35 :: Image is Everything - Importing Logos

Phil explains how easy it is to import your agency logo into Clients & Profits and share it...

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Episode 34 :: Getting Paid - The Collection Manager

The Collection Manager is a terrific tool for improving how you get paid. It’s like a Daily Job...

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Special Guest: David Drucker, Strata

David Drucker, Vice President and Manager of Agency Services at Strata, joins Cindy Westen to...

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Episode 33 :: Before the creative, the creative brief

The creative brief explains to the client the agency’s creative process for a particular job....

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Episode 32 :: Will they say yes? How to propose to your client.

Proposals are mini-estimates that provide a preview of a job for a client. It lets you provide a...

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