How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
…
continue reading
Welcome to Australia’s First and Only Mergers and Acquisitions podcast! Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity. Get educated about the the trends, challenges and issues that impact the business sale and acquisitions environment.
…
continue reading
Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
…
continue reading
Each week on The Capitol Connection, you can keep yourself abreast of political developments and gain a little insight into how New York State's politicians think when you listen in as political scientist Dr. Alan Chartock holds conversations with members from the Assembly and Senate, and other political movers and shakers.
…
continue reading
Are you looking at buying a business but are aggravated with the endless string of bureaucratic BS? We are too. Join Deb Curtis and Richard Parker for an exhilarating livestream journey into the world of business acquisitions! Our dynamic new show is designed to empower you and cut to the chase of the business buying experience. Welcome to Business Buying Banter! Learn More Here: YouTube: https://www.youtube.com/@BusinessBuyingBanter Deb's Website: https://www.debcurtis.com/ Richard's Websit ...
…
continue reading
There are certain accounts that contribute to a person's #financial success. In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have.#FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses #creditcards #credit #creditscore #creditlimit #identitytheft #re…
…
continue reading
Ever wonder what the best way to use your #HSA is? In this episode of #MoneyGuidewithMarySterk, we cover the must-know details surrounding when and how to best use your #healthsavingsaccount.#savingsaccount #healthinsurance #deductible #healthcare #expenses #incometax #taxcode #prescription #lasik #dentalcare #teethwhitening #braces #extraction #he…
…
continue reading

1
The Capitol Connection – New York State Comptroller Tom DiNapoli
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – NYS Assembly Minority Leader William Barclay
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading
Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others."Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others."Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don'…
…
continue reading
By the time you’re in your 30s, many of us have started our careers, and perhaps even started families. This is also the time to think ahead and plan for the future. Here are some steps to make the most of your #investments. #financialplan #debt #emergencyfund #retirement #credit #moneyinaminute #forbes #financialplanner #investing #fiduciary #weal…
…
continue reading

1
[EP 298] Earnouts vs. Equity Retention Part 2: Working Capital, Valuations & Offshoring
24:46
24:46
Play later
Play later
Lists
Like
Liked
24:46This episode dives into the critical role of financial clean-up before you’re ready to sell—covering common misconceptions about working capital, valuation gaps and the impact of cultural misalignment— with Joanna Oakey and Rod Hore.By Joanna Oakey, Aspect Legal
…
continue reading

1
The Capitol Connection – Nic Rangel, Executive Director of The Legal Aid Society of Northeastern New York
27:30
27:30
Play later
Play later
Lists
Like
Liked
27:30By WAMC
…
continue reading
#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us. In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own children.#repurposing #garagesales #macdonalds #barg…
…
continue reading

1
Must-Know Tips If You Have a $500,000+ Portfolio
24:26
24:26
Play later
Play later
Lists
Like
Liked
24:26Have a $500,000 + portfolio? In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss!#portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcas…
…
continue reading
Many people would love to #retire early, but aren’t quite sure how to set things up to do so. In this episode of #MoneyGuidewithMarySterk, we share 10 tips to retire early#vacation #savings #assets #income #paycheck #wealth #401k #IRA #IRS #investments #socialsecurity #equity #discipline Feat Mary Sterk & Julie ChadwickSubscribe to the “Money Guide…
…
continue reading

1
MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift
1:00
1:00
Play later
Play later
Lists
Like
Liked
1:00#TaylorSwift is known for being quite savvy with her money - here are some lessons we can learn from her experiences. #recordlabel #recordings #albums #contracts #brandpartnerships #endorsements #collaborations #albumsales #tours #merchandise #investments#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanni…
…
continue reading

1
The Capitol Connection – David Lombardo, host of the Capitol Pressroom
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – State Assembly Majority Leader Crystal Peoples-Stokes
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – Dr. Don Levy, Director of the Siena Poll
27:30
27:30
Play later
Play later
Lists
Like
Liked
27:30By WAMC
…
continue reading

1
[EP 297] Earnouts vs. Equity Retention: Valuations, Performance and Strategic Decisions
21:52
21:52
Play later
Play later
Lists
Like
Liked
21:52Performance trends, strategies for business owners, Covid's impact, and exploring earnouts versus equity retention. They also discuss understanding business valuation strategies for maximising valueBy Joanna Oakey, Aspect Legal
…
continue reading

1
The Capitol Connection – John Kaehny, Executive Director of Reinvent Albany
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – Jimmy Vielkind, public media reporter at WNYC
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading
The #money issues your grandparents faced have changed. In this episode of #MoneyGuidewithMarySterk, we share #moneyproblems from the past, and modern day solutions you can apply today.#pension #socialsecurity #income #costofliving #wages #expenses #housing #mortgage #retirement #carpayments #budget #budgeting #identitytheft #healthcare #healthsavi…
…
continue reading

1
The Capitol Connection – Republican Assemblyman Ed Ra
27:30
27:30
Play later
Play later
Lists
Like
Liked
27:30By WAMC
…
continue reading

1
4 Brokers & 10 Experts Share Video Marketing Tips To Get Mortgage Leads
46:44
46:44
Play later
Play later
Lists
Like
Liked
46:44Why do video marketing, what can you expect and how to be consistent with it?Mortgage Brokers Dan Howell, Thomas Honour, Alex Kerr and Anthony McQuilliam give us their top tips for video marketing success. You'll also hear from Chris Targett, Ash Borland, Louise Brogan, Luke Sherran, Valerie Morris, Joseph Bojang, Arthur Maskew, Tom Martin and Sara…
…
continue reading

1
The Capitol Connection – Blair Horner, Senior Policy Advisor at NYPIRG
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
[EP 296] A Fresh Look at Risk & Protection: Reviewing Risk in the Business Sale Process
24:06
24:06
Play later
Play later
Lists
Like
Liked
24:06Explore the pre-sale, transaction, and post-sale phases of business sales with key insights on risk mitigation, warranties, restraints, and contracts in this AI-powered episode of The Deal Room Podcast.By Joanna Oakey, Aspect Legal
…
continue reading

1
The Capitol Connection – Dale Bryk, a lawyer based at the Environmental and Energy Law Program at Harvard Law School
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
Buying Mortgage Leads - What Is It Actually Like? 9 Experienced Brokers Share Their Stories
26:28
26:28
Play later
Play later
Lists
Like
Liked
26:28Imagine having access to the unfiltered truth about buying mortgage leads straight from the mouths of experienced brokers. In this episode, we dive into the real-life stories of nine mortgage brokers who have navigated the ups and downs of lead purchasing. From the highs of securing new clients to the lows of dealing with subpar leads, these broker…
…
continue reading

1
The Capitol Connection – David Lombardo, Host of The Capitol Pressroom
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
MONEY IN A MINUTE What is a Certified Financial Planner?
1:30
1:30
Play later
Play later
Lists
Like
Liked
1:30In this episode of #MoneyinaMinute, Mary Sterk tells her story of “Welfare to Wealth Management” and answers the question you may be wondering: What is a CFP®?#welfare #foodstamps #lowincomehousing #CFP #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k…
…
continue reading

1
[EP 295] Share Sales, Succession Planning and What is a Whitewash?
18:55
18:55
Play later
Play later
Lists
Like
Liked
18:55Discover the essentials of share sales, using shares to support succession, and what on earth is a whitewash? In this episode of The Deal Room Podcast, Joanna Oakey answers key questions on navigating business acquisitions, legal compliance, and RTO transactions.By Joanna Oakey, Aspect Legal
…
continue reading

1
When Is The Best Time To Advertise For Mortgage Leads?
37:35
37:35
Play later
Play later
Lists
Like
Liked
37:35The Best Time to Advertise for Mortgage Leads In this insightful podcast episode, we explore the critical aspect of timing in mortgage lead advertising. We delve into various factors that influence the effectiveness of lead generation and conversion in the mortgage industry. Key Insights on Lead Response Time The episode starts by highlighting the …
…
continue reading

1
MONEY IN A MINUTE Celebrity Money Mistakes: FloJo
0:53
0:53
Play later
Play later
Lists
Like
Liked
0:53One of the greatest lessons that we can take from #celebrity money mistakes is this: Don’t keep your will in a secret location. #FloJo #Olympics #Beneficiaries#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socia…
…
continue reading

1
The Capitol Connection – Natasha Pernicka, Executive Director of The Alliance for a Hunger Free New York
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – NYS Comptroller Tom DiNapoli
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – Alice Bufkin from the Campaign for Healthy Minds, Healthy Kids
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading
Joanna explores tales of running and selling the acclaimed printing business Digital Press - how Theo Pettaras sold a business, and gained a wife in the same day. He also shares incredible insights into how he’s transitioned from a business owner into a successful career in business broking.By Joanna Oakey, Aspect Legal
…
continue reading

1
The Capitol Connection – Steven Greenberg from the Siena College Poll
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
[EP 293] From Business Valuations to the Reality of “No Money Down” Deals – Your Questions Answered
Lucia Vuong, head of SEEK Business, joins Joanna Oakey to discuss some common questions about business sales and acquisitions, including the variables that can impact business valuations, the emotional aspects of selling, and the necessity of having a well-prepared deal team.By Joanna Oakey, Aspect Legal
…
continue reading
Ever wonder what creates personal financial success? In this episode of #MoneyGuidewithMarySterk, we share 3 critical #metrics that financially successful people pay attention to.#cashflow #income #overspending #savings #christmas #holidayspending #holidayshopping #taxrefund #starbucks #incomegap #retirement #paycheck #debt #assets #networth Feat M…
…
continue reading

1
The Capitol Connection – Avery Stempel, Co-Founder of New Yorkers for Mental Health Alternatives
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
MONEY IN A MINUTE 12-Month Financial Strategy
1:14
1:14
Play later
Play later
Lists
Like
Liked
1:14Let’s kick your year off with a simple financial approach designed to last the year!#accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips…
…
continue reading
We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you.#sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio #morals #ethical #globaleconomy #energyconsumption #econom…
…
continue reading

1
The Capitol Connection – New York state Assembly Majority Leader Crystal Peoples-Stokes
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading
The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions. In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! #organization #Savings #Debt #Retirement #CreditScore #IdentityTheft #Power…
…
continue reading

1
[EP 292] Shareholder Loans: Why Timing Is Everything in Share Sales
21:10
21:10
Play later
Play later
Lists
Like
Liked
21:10This episode covers shareholder loans the critical role of financial clean-up BEFORE you’re ready to business sale. Timing, shareholder loans (Division 7A Loans), net asset adjustments and tax implications are all discussed in a down to earth way, with Kezah AlicantreBy Joanna Oakey, Aspect Legal
…
continue reading

1
The Capitol Connection – New York state Assembly Minority Leader William Barclay
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
How to make your business twice as memorable (But you won't do it)
20:58
20:58
Play later
Play later
Lists
Like
Liked
20:58In today’s episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise?Richard Shotton and Alex Thompson dug into this very question, and the sc…
…
continue reading

1
New Year ~ New Financial Resolutions 2025
23:41
23:41
Play later
Play later
Lists
Like
Liked
23:41It's time to jump-start 2025! In this episode of #MoneyGuidewithMarySterk, we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint. #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will #TestamentaryTrust #PowerofAttorneyFeat Mary Sterk & Jul…
…
continue reading

1
MONEY IN A MINUTE New Year Financial Resolutions
0:48
0:48
Play later
Play later
Lists
Like
Liked
0:48The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider.Feat Karen Van…
…
continue reading

1
The Capitol Connection – Blair Horner, Senior Policy Advisor for NYPIRG
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
The Capitol Connection – Dr. Bruce Dearstyne, Author of Progressive New York
27:31
27:31
Play later
Play later
Lists
Like
Liked
27:31By WAMC
…
continue reading

1
MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids
0:57
0:57
Play later
Play later
Lists
Like
Liked
0:57We’re here to give you some #Holiday #spending tips. And who do we tend to overspend on? Our kids and grandkids!Feat Mary Sterk#holidayshopping #budget #shopping #impulsebuying#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #asset…
…
continue reading