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The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimatel ...
Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financ ...
Vegan and vegetarian nutrition, running and training tips, and healthy lifestyle and habit change with well-known guests like Rich Roll, Brendan Brazier, Heather Crosby, Leo Babauta, Rip Esselstyn, Pamela Fergusson, Dan Buettner, make for an entertaining, informative, no-preach listen.
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Close The Deal .Com Podcast - Online Sales & Marketing
1
Close The Deal .Com Podcast - Online Sales & Marketing
Ewell Smith
CloseTheDeal.com Podcast - Sharpen your skills so you don't lose money. Tune in. We're talking with business disrupters so you increase your revenue.Host - Ewell Smith - Founder of CloseTheDeal.Com #closethedeal #absolutelymindset #sales #marketing
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The Human Side of Money
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77: Best Questions For Each Step Of The Client Journey
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Every advisor always wants to know what questions to ask. But, more important than WHAT you ask is WHEN you ask it. A great question asked at the wrong time is no longer a great question. In this episode, we'll go through six different steps of the client journey and arm you with three questions to use at each stage: 1) Intro Call 2) Discovery Meet…
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The Human Side of Money
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76: Emotionally-Compelling Conversations To Fast-Track Trust And Likability with Deirdre Van Nest
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We all know that human beings buy on emotion and justify with logic. Yet, when meeting with a prospect, the majority of advisors default to leading with logic rather than emotion. The success of your prospect meeting hinges on your ability to communicate in a way that takes them out of their heads and into their hearts. Once you do that, you can cr…
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Close The Deal .Com Podcast - Online Sales & Marketing
1
$102 Million In 2 Years - Disrupting Health Care with Gary Frazier CTD#8
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Turning lemons into $102 million worth of lemonade? How's that possible in two years? Yep...thats a new business called Worksite Labs birthed from Covid As covid was causing chaos with businesses across the globe and in the U.S., Gary Frazier's first business was no exception feeling the impacts. Then he got a call to solve a problem at LA County's…
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The Flexible Advisor
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EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
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It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technol…
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The Flexible Advisor
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Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
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Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit any advisor no matter wh…
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The Human Side of Money
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75: Understanding The Brain To Ignite Motivation Within Clients And Prospects With Ted Klontz
1:44:54
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Financial advice requires working with money and people. Working with money is the easy part. You need a calculator and some decent math skills. Working with people is the hard part. You need an understanding of what goes on in their brain. Ted Klontz says, "The more you understand how the brain works, the more effective you'll be working with peop…
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The Human Side of Money
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74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients
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This is the inaugural "Ask Me Anything" (AMA) episode. Whether it's been emails, Twitter DM's, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice. You guys have questions. A lot of really good questions. And, I want to help you answer t…
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The Human Side of Money
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73: The Evolution Of The "Human Dimension" And Helping Clients "Live Big" with Dave Yeske
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Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995. A presentation was given that generated a buzz around the entire conference. This presentation was the first of its kind. Up to that point, the focus of these gatherings, conferences and presentations was the continued honing of technical knowledge. But, this presentation b…
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The Flexible Advisor
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Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
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It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Aus…
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The Human Side of Money
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72: The Power Of Finding Flow For Advisors And Clients with Dr. Jordan Hutchison
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Think back to a time when you "in the zone." A time when you were completely immersed and focused on what you were doing. Psychologists refer to this as "flow." It's a state of mind that athletes and creative artists describe when they're operating at their peak. A flow state elicits greater enjoyment, energy, and involvement in what you're doing. …
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Close The Deal .Com Podcast - Online Sales & Marketing
1
Organize your home for serenity with Andrea Hancock CTD #7
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Did you know the average American loses one year of their life searching for lost items? That's 55 minutes a day you can save when your space is organized per the National Association of Professional Organizers . We're speaking with Andrea Hancock, a Professional Organizer and CEO of Dextrous Organizing. It’s a New Year. This can be your year for a…
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The Flexible Advisor
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Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
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What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-runnin…
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The Human Side of Money
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71: 9 Guiding Principles For The Human Side of Advice
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You'll never truly master the human side of advice until you have the right mindset to do it. And, unfortunately, most advisors need a complete re-programming. One that wipes clean most of what you've been taught over the years. A mindset shift that transforms the way you approach your clients and your practice. If that sounds daunting, don't worry…
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The Human Side of Money
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70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim Grubman
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In healthcare, client outcomes and client satisfaction are directly correlated to the doctor's "bedside manner." The same holds true for client outcomes and satisfaction in financial planning and advice. In fact, research has shown that the #1 thing prospects look for in an advisor is "Interpersonal Skills." And other research has confirmed that hi…
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The Flexible Advisor
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Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
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Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to…
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Close The Deal .Com Podcast - Online Sales & Marketing
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How to Reverse Autoimmune Symptoms with Kirstin Carey. CTD #6
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23.5 million people have autoimmune disease in the United States per the National Institute of Health. So many suffer for far too long when they don’t have to…Kirstin addresses that head on in this episode. If you suffer from an autoimmune disorder or your loved one or friend, this episode is for you. If you're wondering if you have an autoimmune i…
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The Human Side of Money
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69: The Psychology of Referrals (Part II) with Dan Allison
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*I received tons of messages and emails asking when I was doing to have Dan back on to finish our conversation from Episode 13. If you haven't listened to Episode 13, my suggestion would be to start there, because even though we recap quite a bit of that conversation in this episode, it's the kind of information that you'll want to hear more than o…
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The Human Side of Money
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68: The Best Ideas & Insights From 2022
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The Human Side of Money in 2022: Released 28 episodes Had 21 conversations with expert guests Delivered 2,342 minutes of content on the human side of advice Inside those 28 episodes, 21 conversations and 2,342 minutes lie hundreds of ideas, insights, and nuggets that will do two things: 1) Enhance and enrich your clients' lives 2) Forever change th…
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No Meat Athlete Radio
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The 2022 Vegan Athlete Holiday Gift Guide
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Are you scrambling to find a last-minute gift for the vegan athlete in your life? Don't worry, we have you covered. In today's episode, Matt and Doug scour the internet for the best gift ideas, share the 2022 gifting trends that keep popping up, and provide their definitive guide to the best gifts of the year (or at least some good ideas).…
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Close The Deal .Com Podcast - Online Sales & Marketing
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Steven Scaffidi – How to Publish a Children’s Book (step by step guide) CTD #5
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Have you’ve ever considered writing a children’s book? If you have, this episode of the Close The Deal .com Podcast is for you. Considering you’re becoming a children’s book author, Steve’s Scaffidi's unique background as a former filmmaker fuels his creativity which will inspire you and spark your imagination. Publishing your first book can be ver…
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The Human Side of Money
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67: How To Guide Comfortable Conversations That Actually Inspire Change with Jeremy Keil
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Every advisor has two puzzles to solve: 1) What to do 2) How to get them to do it The first requires an understanding of numbers. The second an understanding of people. Whether you're trying to get a prospect to become a client or a client to implement your advice... One thing is certain. The least effective way to get them to do something is to pu…
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The Flexible Advisor
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Ep 87: Take Your Passion To Work Today with Regina Huber
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How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives…
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The Human Side of Money
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66: Establishing A Goal Hierarchy To Create More Meaningful Goals with Eric Trexler
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Most goal-setting exercises have one major flaw. They focus too much on WHAT someone want to accomplish rather than WHY they want to accomplish it. The best goal-setting exercises combine the two. They produce goals that are both meaningful and measurable. Goals that provide connection and clarity. And when you do that, clients are motivated, inspi…
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No Meat Athlete Radio
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Serving Over 8 Billion Plant-Based Meals, How Paul Rodney Turner Helps Feed the World
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Few people can say they've had a larger impact on the world than Paul Rodney Turner, a former monk turned founder of Food for Life Global. Food for Life has served over 8 billion plant-based meals around the world, and the number grows by the day. In today's episode, Matt Tullman speaks with Paul about his outlook on the world, and why he's chosen …
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The Human Side of Money
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65: Four Pillars Of The Ultimate Discovery Meeting
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The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks y…
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The Human Side of Money
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64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke
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You can't help a prospect if they never become a client. You can't help a client if they don't implement your advice. Like it or not, both require a skillset rooted in sales. As Nancy Bleeke points out, sales isn't about being pushy. It's simply an information exchange. And the purpose isn't to convince someone to do something. Rather, it's to guid…
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Close The Deal .Com Podcast - Online Sales & Marketing
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Put More Butts in Resteaurant Seats & Sell More Meals Online with Brendan Sweeney. CTD #4
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Brendan Sweeney - CEO of Popmenu. Static PDF menus cost restauranteurs money every single day. On this episode of Close The Deal .com Podcast, you will learn how you can really leverage your restaurant website to drive sales. Problem Brendan Solves – your old website is simply not selling like it should - that means lost revenue. 3 Takeaways to Hel…
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No Meat Athlete Radio
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NMA Chats: Dr. Taylor Sittler on the Metabolic Health Crisis, Broken Healthcare Systems, and The Best Thing You can Do For Your Health
1:23:25
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Today we talk to Dr. Taylor Sittler, a physician who specializes in metabolic health. In the episode we cover the impact of processed foods, why our healthcare system is broken, the four biggest levers your can pull for better health, and more.
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The Flexible Advisor
1
Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin
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Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding with …
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The Human Side of Money
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63: Defining Financial Purpose By Viewing Money As A Tool Rather Than A Goal with Derek Hagen
1:48:37
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No client actually cares about maximizing their wealth. Every client cares about maximizing their life. Therefore, money should never be a goal. It should simply be a tool. A tool that funds the life you want to live. That's why every client needs to define their "financial purpose." It allows clients to align their money with what's truly most imp…
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Close The Deal .Com Podcast - Online Sales & Marketing
1
How to Get Your Time (and sanity) Back with Jeff J Hunter. CTD #3
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Jeff J Hunter is the CEO of VA Staffer. Ask an entrepreneur or business leader, are you overwhelmed in your business. Buried in busy work? Jeff J Hunter Solves – wearing out yourself freeing up your time to focus on profits. 3 Takeaways to Help You Close The Deal: Getting your time back to grow your profits How Jeff himself uses his own personal as…
Training, travel, habits, lunches, and workout fuel... Matt and Doug cover it all in today's Asks Us Anything style episode. Plus, Matt's hot takes on Halloween decorations!
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No Meat Athlete Radio
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[Morning Show] Matt's Foster Puppies Cause a Huge Mess, Beyond Meat to Lay off One-Fifth of Employees, New Starbucks Vegan Items, Half of Plant-Based Eaters Don't Eat Healthily
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This week we're publishing the Plant-Based Morning Show's daily episodes on the No Meat Athlete Radio feed, so that you can get a taste for what the daily, live format is like. Friday, October 14th — In today's episode, we talk about: Matt's foster puppies cause a huge mess (Fortune) (NY Post) (VegNews) (NY Post) (heart.org) (Food Ingredients First…
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No Meat Athlete Radio
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[Morning Show] Which States are the Most Vegan-Friendly, Beyond Popcorn Chicken, Busting Soy Myths, and Why "Bivalvegans" Think It's Okay to Eat Certain Shellfish
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This week we're publishing the Plant-Based Morning Show's daily episodes on the No Meat Athlete Radio feed, so that you can get a taste for what the daily, live format is like. Thursday, October 13th — In today's episode, we talk about: (Vegan Review) (The Beet) (Yahoo Finance) (Webwire) (Vegan Calm) The Plant-Based Morning Show is presented by . T…
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The Human Side of Money
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62: The Psychology of Communicating and Delivering Advice with Dr. Derek Tharp
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Your client's decisions are almost always subconsciously driven by invisible influences. Have you ever wondered: Should I wear a suit? (Or what if I wear a hat?) Should CNBC be on in the lobby? Does the way I'm presenting the info influence the client's decision? Should I offer free financial planning in the beginning or charge for it? Whether thes…
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No Meat Athlete Radio
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[Morning Show] Texas Pete Lawsuit, Kellogg's Is Making Vegan Chick'n & Eggo Waffles, Veganuary Participants Don't Actually Buy Less Meat
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This week we're publishing the Plant-Based Morning Show's daily episodes on the No Meat Athlete Radio feed, so that you can get a taste for what the daily, live format is like. Tuesday, October 11th — In today's episode, we talk about: More details about PlantBuilt winners (New York Post) (Totally Vegan Buzz) (Food Navigator) Doug's Amazon infomerc…
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No Meat Athlete Radio
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[Morning Show] Doug Finally Tries Smoked Paprika, Matt Gets Foster Puppies, Top Vegan Fiber Foods, and the Plant-Based Diet's Identity Crisis as the Alt-Meat Market Struggles
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This week we're publishing the Plant-Based Morning Show's daily episodes on the No Meat Athlete Radio feed, so that you can get a taste for what the daily, live format is like. If you like it, be sure to subscribe whereever you listen to podcasts! In today's episode, we talk about: PlantBuilt's success at Mr. America competition (VegNews) (Green Qu…
Over the past several years, there has been a lot of hype and money around the plant-based meat industry. But is that bubble about to burst? Some industry leaders think so. In Today's episode, Matt and Doug are back to share their take on the future of the plant-based meat industry, and what this downturn means for the vegan movement.…
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The Flexible Advisor
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Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD
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What are your clients not telling you? What could you do differently to earn greater trust? In this episode, Laura Gregg talks with Barnaby Riedel, one of the architects of FlexShares’ behavioral study on growing wallet share. The findings provide a sensible groundwork to build more productive and mutually rewarding client relationships. Barnaby di…
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The Human Side of Money
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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
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The job of a financial advisor and planner isn’t simply to dispense the advice, pat yourself on the back, and walk away as if your job is done. It’s to help the client follow through on your advice. Ensuring they implement and execute the items you’ve laid out that solve their problems and achieve their goals. The reality is that getting clients to…
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Close The Deal .Com Podcast - Online Sales & Marketing
1
Ryan Axford - Leveraging "Demand Gen" to Sell More. CTD #2
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Ryan Axford is the CEO of Nurturelabs. His "demand gen" process and software will help you sell more. Problem Ryan Solves – wearing out your customers 3 Takeaways to Help You Close The Deal: Understanding "demand gen" How Ryan uses "lead gen" to sell his "demand gen" business and "demand gen" software + one tactic he strongly believes more entrepre…
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The Human Side of Money
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60: Using Money To Accumulate Happiness Rather Than Wealth with Chris Budd
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Money and happiness will forever be intertwined, specifically the relationship between the two. While money may not be able to buy happiness, it can certainly influence it. And, when you're working with people and their money, you have the opportunity to help them use their money in a way that accumulates happiness rather than just simply accumulat…
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The Flexible Advisor
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Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection
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Provide good numbers and exceptional service and you’ll have a satisfied client. Create a personal connection, and you may be surprised at the results. In this episode, Laura Gregg and David Partain speak with financial advisor Brendan Frazier, founder of Wired Planning and host of The Human Side of Money podcast. Brendan offers three simple steps …
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No Meat Athlete Radio
1
We Started a New Podcast: The Plant-Based Morning Show
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It's official, Matt and Doug have started a new podcast. To celebrate, we're sharing an episode where we debate whether we're losing the plants in plant-based diets (and other fun news).
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No Meat Athlete Radio
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NMA Chats: Author Doug Evans on Eating Living Foods and the Power of Sprouts
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In today's Episode, Doug Evans, author of The Sprout Book, sits down with Matt Tullman about his "living foods" approach to nutrition, how sprouts can transform your health, and how to get started.
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The Human Side of Money
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59: Tools For Discovering And Changing A Client's Money Mindset with Rick Kahler
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Money decisions are never just about money. Research tells us that about 90% of all financial decisions are made emotionally, not logically. Decisions driven by our mind rather than our money. And every financial behavior, even if it appears illogical, makes perfect sense once you understand the underlying beliefs, feelings, and thoughts that accom…
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The Flexible Advisor
1
Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian
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Most advisors recognize that, when it comes to making investment decisions, a client’s emotions can derail a plan. Equipping yourself with knowledge on behavioral finance and financial personas could be the key to a more successful approach to ensuring your clients stick to their plan. In this episode, Laura Gregg and David Partain talk with Michae…
We talk a LOT about new plant-based meats, cheeses, and other treats. But while the growth of this industry is exciting, when does regular consumption of these products begin to negatively impact your health? In today's episode, Matt and Doug look at a recent study that compares a whole food plant-based diet with a processed vegan diet, looking for…
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No Meat Athlete Radio
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NMA Chats: Fiona Oakes on Using Sport to Advocate for Animals
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Fiona Oakes is an accomplished marathon runner and ultrarunner, but it was never the sport that motivated her. From her first race, Fiona was on a mission to raise awareness of animal cruelty and promote the vegan diet. In today's episode, Matt Tullman chats with Fiona about her drive and challenges, and why she chose running as a way to spread her…
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The Human Side of Money
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58: The Advisor's Guide To Money And Behavior with Dr. Brad Klontz
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Whether you've been an advisor for four days or four decades, you know that your client's success has just as much to do with their mind as their money. It's simply not enough to run through monte-carlo simulations and construct diversified portfolios. And you know it's critical for you to be able to understand your client's psycholgy and behaviors…
