Joe Lukacs – Business Plan Coach
I Partner With Financial Advisors To Optimize & Grow Their Practices I am one of the most experienced coaches for financial advisors with over 25 years and over 50,000 individual coaching sessions during that time. I have coached & consulted with over 2,500 practices in my nearly 30-year career, resulting in over $50B …
Blubrry – Podcast Syndication & Publishing Service
COMING SOON Blubrry is a podcast hosting service we love and use for publishing podcasts. They make podcast publishing easier than ever with an easy-to-use publishing platform, live customer support, and in-depth statistics. PLUS, we’ve partnered with Blubrry to provide all Blubrry members with special instructional videos on how to set up your account, …
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Adri Miller-Heckman – Female Financial Advisor Coach
I built a successful financial practice in a world dominated by men. I had never been good at being told what to do, I knew I had to follow my heart. Thankfully, I had the courage to take risks because of my upbringing. My mom has always been my greatest supporter (read the …
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Susan Latremoille – Wealth Advisor & Certified SuccessFinder Practitioner
Susan Latremoille spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful …
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UnSplash – Free Stock Image Service
Almost every company needs access to stock images to create compelling graphics or to serve as complementary media for their content. But paying for stock images or a stock image subscription could stretch your budget more than you’d like. Unsplash is a website dedicated to sharing stock photography from over 265,000 contributing photographers. These images …
Asana – Digital Work Management Platform
No matter how close or far you are from your employees or team members, it’s easy to stay connected and on-track with your tasks and duties thanks to innovative tools like Asana. Asana is a web and mobile work management platform designed to help teams organize, track, and manage their work. It allows you to …
Jeanne Klimowski – Advisor Content Creator
Study after study shows that the financial services industry is not effectively connecting with today’s consumers. Clearly, the old ways of doing things are no longer working. Unfortunately, that means many people are not getting the help they need to manage their financial lives and prepare for the future. I set out to help change …