326: Sit at the Feet of Masters With Ludwina Dautovic Founder and Owner of the Room Xchange
Ludwina Dautovic has been a successful entrepreneur for over two decades and is the Founder and...
59:29
Podcasts de professionals
326: Sit at the Feet of Masters With Ludwina Dautovic Founder and Owner of the Room Xchange
Ludwina Dautovic has been a successful entrepreneur for over two decades and is the Founder and...
59:29
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira
Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los...
54:25
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces
We closed 2016 out with 350 members; hitting our 20-year goal in just two years. Whoa! As...
01:12:02
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a...
01:01:17
DEV: Online Planned Giving Software with Kristen Schultz Jaarda, J.D., LL.M.
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Kristen Schultz...
DEV: How to Establish a Successful Annual Gift Program with Barrett Thompson, FCEP
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Vice President...
DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice...
DEV: Capital Campaigns with Sid Mallory, MBA, FAHP
Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Principal of...
Emerging Leaders Ep. 2 - Playing to your Strengths
Discover the ultimate resource to inspire and educate every emerging leader. Join the community...
07:16
Emerging Leaders Ep. 1 - Strong Foundations
Wendy, Director of Elgin Hall discusses in an interview with Stuart from BizTV, the importance of...
08:11
Ep #83: The Future of Investment Management - An Interview with Rick Frisbie
Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of...
46:47
Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant
Today we're talking about some topics that don't often get discussed in the financial planning...
01:02:35
Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
Brian is the owner of Face 2 Face Financial Planning, a fee-only RIA in Kalamazoo, Michigan. He's...
54:42
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
Virtual paraplanning is probably the most requested interview topic from listeners. Jennifer...
41:29
Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke
Nancy Bleeke is the founder of Sales Pro Insider and the developer of the Genuine Sales Process....
01:04:06
On Call with Wendy Wiese - Apr 10, 2017
Tim and Sue Muldoon - Ignatian Discernment in Parenting . Dr. Paul Thigpen - Holy Week Look at...
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