Broker Consulting - Finance. Reality. Spolu.
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Broker Consulting Podcasts

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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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Welcome to LeadingLane, the go-to podcast for aspiring and seasoned real estate professionals! Hosted by Steven L. Burch and Ashley Fredrick, two seasoned brokers with a flair for the industry, this show delves into the core of what makes real estate tick. Each episode is a journey through essential topics like mastering time management, unraveling the complexities of real estate finances, and sharing authentic experiences from the field. Get valuable tips and tricks, whether you're a newbie ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Timelines of Success (timelinesofsuccess.com) & (PodcastersHome.com) is a, 30 minute premier podcast and on demand radio program where the host, entrepreneur Bill Conrad, interviews today’s foremost experts, professionals and entrepreneurs. The show investigates life's transitions between professions and careers. It is part of the BLUFTV.COM Network. Other BLUFTV.NET shows are, Politics of Success (politicsofsuccess.com), Brokers of Success (brokersofsuccess.com), Nick-i (nick-i.com) and WP ...
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There are a lot of real estate podcasts out there, most of which focusing on the residential fix and flips or wholesaling, but Kevin Bupp believes there's a smarter way to build long term cash flow and generational wealth. On the Real Estate Investing For Cash Flow podcast, you'll learn firsthand how the most successful commercial real estate investors in the world have learned to leverage their multifamily and commercial properties to create a steady stream of passive income. We'll spend ti ...
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A podcast for angels, by angels. Hosted by Dr. Tom Duening, founder of the International Collegiate Angels Network (ICAN). This show dives into real early-stage deals, unpacks the logic behind great investments, and features founders of high-potential Campus-Born Ventures. Each episode explores market opportunity, investor strategy, and the key question behind every check: Why should I invest? *Disclaimer The content presented in the “Why Should I Invest?” podcast is for informational and ed ...
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Whether you are a franchise company, franchise broker or other professional in the franchise space you will find solutions to the biggest challenges we all face around developing your brand, processes, profitability, marketing, leads and sales processes.
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Fines & Wines is a podcast by TRADEliance - a consulting firm for firms in the U.S. financial industry focused on Trading Operations and Compliance issues. Listen in as Jesy and Kat discuss their take on some of the recent disciplinary actions shaping the financial industry over a glass of fine wine. Though these episodes are intended to be casual, and a fun take on discussing regulation, our consultants are serious when it comes to helping you out. www.tradeliance.com
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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This is the Compounding Change Podcast, sharing stories of small but meaningful changes thatcompound into amazing impact. Brought to you by Shannon Davis and Davis Compounding Change.com Change Happens Fast… Take Advantage. In the Compounding Change Podcast, we uncover inspiring stories of individuals who have made meaningful changes in their lives, their careers and the lives of others through small, consistent actions. From transformative personal journeys and life changing stories, to exp ...
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Lighthearted Medicare advice and opinions from longtime expert Douglas B. Jones, CLU, RHU. Drawn from his book: Medicare for the Lazy Man (an Amazon best seller), Doug's advice provides a simple road map to the best Medicare insurance protection available on the market today!
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The largest insurtech podcast going on 700+ episodes. This is not your grandpa's insurance industry!
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Follow the movement of people from all over the world that are deciding that now is the time to start Living the Life they Love while Creating the Life of their Dreams. Join us as we explore how agents and clients use real estate to live their next level lifestyle and connect you with our trusted agents from our global network that help you “try on” different lifestyles for your next move, absolutely FREE. www.thenextlevellifestyles.com Subscribe to youtube: https://youtube.com/channel/UCErS ...
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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Discover the strategies and stories behind the rise of multi-location empires, from humble beginnings to industry domination. From the founder of a global franchise to the local entrepreneur with a string of successful ventures, uncover the entrepreneurial spirit that drives their success.
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David Nettles, a seasoned property tax consultant and broker, specializes in real estate across Texas, saving clients millions.
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I started the Tales of Sales podcast with one clear mission; to teach everyone I can reach that they are all in sales, whether they know it or not. Join me, Broden Johnson, as I interview guests from different backgrounds each week to hear their Tales of Sales. For additional resources and content, follow me on social media @brodenjohnson1 PS. Come and join our Facebook Group: Selling is Human - https://www.facebook.com/groups/sellingishuman
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Talk Freight with Craig Bliss, CTB --- Craig Bliss is the creator of Facebook’s largest networking group for freight broker/logistics professionals “FREIGHT BROKERS & TRUCK DRIVERS” Craig helps people become successful by providing a better understanding of what each side looks for to maximize potential & MAKE MORE MONEY!
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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Real Money, Real Life™ with Linda Grizely Money isn’t just math -it’s mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we’ll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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Why the name Denim & Blazers? Most real estate transactions take place with individuals wearing one or the other, if not both. Real estate is sophisticated and elegant at times. Before that sharply dressed real estate agent brought you to see that lavish home, that has the grand staircase as you enter through those huge mahogany front doors and the exact marble kitchen counter tops that you would have picked if you built the home custom...there were several individuals working there that wer ...
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Join restaurant industry veteran Steve Zimmerman, Principal Broker and Founder of Restaurant Realty in a 1-on-1 fireside chat with restaurant owners, managers, investors and high profile industry clientele sharing their restaurant deal making experiences, success stories, challenges, and more. Launched in January 2022, the Restaurant Dealmaker Show has yielded 800,000+ viewers of its 42 episodes between live in-person Zoom webinars, broadcasting live to Facebook and YouTube, and replays. For ...
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Real Estate Common Sense is a series of conversations with Lisa Spencer who grew up in a real estate family, was a top producing agent and a managing broker with 400 agents for over a decade. What she discovered is: Common sense is not that common, especially when it comes to launching, building or expanding a real estate business. Join Lisa for her helpful insights, and creative ideas for sustaining your business and tune in for her interviews with top agents, lenders, home inspectors, atto ...
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I interview local experts, inspiring entrepreneurs, and thought-leaders in the community of Petaluma, California.
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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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In the Award-Winning Dishin' Dirt with Gary Pickren, South Carolina Real Estate Commissioner/Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as the NAR Settlement, Clear Cooperation, agent compensation, "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practi ...
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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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Sean V. Bradley, AKA “The Millionaire Car Salesman”, personifies the American dream and what a person is truly capable of achieving in this country. Sean was born into violence, poverty and abuse, in Queens, NY, which led to boys homes, gangs and eventually federal prison. However, Sean wanted more than to be a statistic and against all odds rose from the depths of hell, to become a multi-millionaire of multiple companies, a best-selling author and a “CSP” in the National Speakers Associatio ...
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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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Podcast Description: The Investor Relations Podcast Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, or ...
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Welcome to Negotiation Made Simple where we help you master the art of negotiation and win your next deal. Over the last 15 years, John Lowry has helped thousands of people in Fortune 500 companies master the art of negotiation. Now, he wants to help you. Through this podcast, he will teach you the skills you need to become a master negotiator. Every episode, explore practical tips that will help make negotiation easier, give you more confidence, and ensure you win the deal not just in your ...
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How to Sell on Amazon FBA with Professional Amazon FBA Sellers
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Understanding real estate needn't be dull or difficult. In this podcast, Matt Lindquist shares insights on diverse real estate subjects, from home buying, property management, commercial investments, and beyond. Every episode is easy to digest and shorter than 15 minutes to accommodate your hectic schedule. Matt Lindquist is a licensed REALTOR® with Century 21 Affiliated in Madison, WI. He has experience in property management, marketing, and investing in real estate. Broker Office Informati ...
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REI Brothers showcases the adventure of two brothers German & Oscar in Multifamily Investing. This is our platform to educate, motivate, and inspire others to take massive action in financial freedom through multifamily investing. If you are a current and/or future real estate investor, then this is the show for you. More specifically for those interested in large multifamily apartments and hotels. We bring you access to expert real estate investors, syndicators, lenders, property managers a ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Ready to write yourself a permission slip to pursue your passions? Alicia Sutton chats with humble heroes who have courageously navigated career change, or are living life uniquely on their terms. Let their stories inspire you to take your own hero's journey! If you want to strengthen your intuition, dissolve self-doubt and finally start trusting yourself, join us atYou're Allowed! “It is never too late to be what you might have been.” Mary Ann Evans. Alicia Sutton has been a lawyer, actress ...
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Episode 1013: What's Stopping You From Succeeding In Your Business?
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14:56
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14:56Please check out the book "The Slight Edge" by Jeff Olson.
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Misha Stastna is the founder and CEO of myPip. A venture building the best IOS vibe coding tool AND an app that morphs to the users command. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Why Should I Invest?” podcast is for…
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Kevin Weinberg, Co-Founder, Walnut Creek Yacht Club | Ep#43🎙The Restaurant Dealmaker Show🎙
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49:46Ep#43 of🎙The Restaurant Dealmaker Show🎙Kevin Weinberg Executive Chef / Co Owner Walnut Creek Yacht Club Chef Kevin Weinberg is a celebrated chef and restaurateur with more than 50 years of experience spanning Europe, the Caribbean, Asia, Australia, and the United States. After honing his craft at the California Culinary Academy and under esteemed m…
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Dishin' Dirt on a Conversation with NAR Chief Legal Counsel at the SCR Legal Convention
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39:14Send us a text On September 17, I had the opportunity to record Dishin' Dirt live onstage at SCR's REALTOR Mania. My guest was Jon Waclawski, General Counsel, Senior Vice President for NAR. We discussed everything from the status of legal cases against NAR, the good and bad of Sitzer/Burnett, Clear Cooperation, In-House Listings, the Three-way agre…
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When Is the Best Time for Financial Advisors to Transition Firms?
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29:41Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time…
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MHP #951: Invest Locally Over Logically & How This Can Negatively Affect Your Business
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15:54Today's episode is from Mobile Home Park #53 that originally aired on March 21, 2017. Charles and I will discuss mistake number 8 from our popular eBook, “The 21 Biggest Mistakes Investors Make When purchasing their First Mobile Home Park…and how to avoid them.” One thing we see often is that many investors will choose to look for parks locally for…
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Ep. 858 - A very important Medicare document may be headed your way: ANOC!
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35:06Medicare Advantage Minute segment: "Elevance Health Cuts MA Footprint; Cuts Stand-Alone Medicare Drug Plans" Your Medicare Benefits 2025: Prescription Drugs - Outpatient If you are a member of a Medicare Advantage Plan or a Part D Prescription Drug Plan, an Annual Notice Of Change (ANOC) is headed your direction in the US Mail. Don't throw your ANO…
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Building Your Contractor Network: The Secret to Seamless Transactions | LeadingLane Podcast | Ep 91
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24:29In this episode, we dive deep into the inspection and repair process, focusing on why agents should never do repair work themselves. We discuss the importance of building a solid contractor network, acting as a project manager rather than a doer, and how proper communication and boundaries can protect both your clients and your career. We also cove…
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Rebuilding After Financial Setbacks with Sara Hobbs | Ep 08
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36:17In this episode of Real Money, Real Life™, Linda talks with Sara Hobbs about rebuilding after financial setbacks. They discuss the emotional challenges of starting over and how to move from overwhelm to empowerment. We talk about: - The challenges of rebuilding after divorce, loss, or burnout - How compassion and accountability support financial ch…
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Brock Schuman is the founder and CEO of Azor Biotek. A venture building the world's most clinically relevant drug design platform. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Why Should I Invest?” podcast is for informati…
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The #1 Tech Mistake RIAs Make (And How to Fix It)
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22:06
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22:06Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support 6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valu…
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The Medicare Open Enrollment Trap: A Conversation with Amy Terrell
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22:14It’s that time of year when decisions about healthcare coverage can make or break your peace of mind. For many, Medicare open enrollment feels like navigating a maze of deadlines, mailers, and fine print. But with the right guidance, this season doesn’t have to be overwhelming. It can be an opportunity to ensure your coverage actually fits your lif…
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#950: Multifamily Reality Check & AI Edge with Joe Fairless
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44:37Since Joe Fairless launched in 2015, Ashcroft Capital has acquired over $2.7 billion in assets and serves thousands of investors nationwide. Joe is also the host of the ‘Best Ever Real Estate Investing Advice’ podcast. Over the years, Joe has been on this show multiple times, but today’s conversation is especially timely. The last three years have …
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Saving Money & Spending Money - Planning for Both
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19:15Join host Laura Johnson and guest Laura Beall for a lively and inspiring discussion on the art of balancing saving and spending! They'll share funny stories about how many of us get so caught up in saving for the future that we forget to enjoy the here and now. It's a reminder to live boldly, celebrate your own journey, and aim for your dreams—beca…
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Ep. 857 - Part D drug plan distress may be ending; there is light glowing at the end of the tunnel!
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35:10There are deep rumblings in the Part D prescription drug plan arena as the Feds have meddled in free market insurance market once too often. The plans are in trouble and those who need to rely on them for security are having difficulty. They need help figuring out how to arrange the most advantageous protection at the best available cost. Soon, a n…
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Episode 1012: Who Buys Life Insurance and Why
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1:14For educational purposes only.
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Dishin' Dirt on the Buyer Agent's Fiduciary Responsibilities in a Builder Transaction. Quit Dropping Off Your Clients at the Model Home!
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18:48Send us a text In this abbreviated episode of Dishin' Dirt, I will discuss the other side of the coin in the builder agent debate. I will talk about the fiduciary duty that buyer agents have in a new construction transaction. Quit dropping off your clients and leaving! Why do I even have to say this. And then I will shift gears to explain the impli…
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Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers
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38:00Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consult…
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PRMA Insurance Thought Leaders Insight Series- Scott McCollum, Founder & Chief Solutions Officer at McRoof
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30:41The PRMA Insurance Thought Leaders Insight Series with Spencer Houldin, alongside leading thought leaders in the industry, aims to examine the insurance terrain, identify solutions to navigating the bumpy roads, and provide a roadmap that guides risk management professionals in the right direction. In this episode our host, Spencer Houldin, Managin…
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MHP #948: Novice Park Investors Discuss Their First Value-Add MHP Acquisition
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1:19:15Today's episode is from Mobile Home Park #43 that originally aired on Jan 10, 2017. Eric Ingvall and Adam Rourke discuss their very first mobile home park investment located in Webster City, Iowa. We’ll cover details on how they found the deal, how they are handling the repositioning, the unique challenges they’ve encounter through their journey, h…
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Ep. 856 - Trying to explain the inexplicable: Can Part D drug plans make any sense?
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37:21
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37:21Medicare Advantage Minute: UHC shareholders drop their legal efforts to force management to operate in a more transparent manner. Your Medicare Benefits 2025: Pneumococcal Shots Article: 7 Secrets To Get Good Customer Service By Phone Finally: Stalker Susie successfully identified the best Part D drug plans for Mr. Susie and herself using my new bo…
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Episode 1011: The Certainty of Uncertainty-Silicon Valley and Metro Area
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14:56This is a live case with efforts to close this transaction.
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Finding Your Voice Without Losing Your Business | LeadingLane Podcast | Ep 90
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26:25In this episode, we tackle one of the biggest challenges facing real estate professionals today: navigating the social media landscape. We discuss how to find that sweet spot between being your authentic self and maintaining a professional brand that attracts clients rather than alienates them. From dealing with negative comments to deciding what's…
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September Safety Check: Are You Protecting Yourself as a Realtor? | LeadingLane Podcast | Ep 89
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23:18We dive deep into Realtor Safety Awareness Month, sharing the safety protocols we've learned the hard way and the ones we should all be using. From verifying unknown clients with apps like Forewarn to having emergency codes with our teams, we break down the small steps that can save your life. This isn't just about stranger danger—we discuss everyt…
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Protecting Your Parents, Preserving Your Legacy with Chad Holmes | Ep 07
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47:01In this episode of Real Money, Real Life™, Linda sits down with Chad Holmes, CPA, CFP®, and bestselling author of The Inheritance Playbook, to tackle one of life’s most emotional and practical challenges: caring for aging parents while planning for multi-generational wealth. Chad shares how families can avoid unnecessary taxes, navigate probate, an…
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Episode 1010: Is Your Small Business Success Proportional or Inversely Proportional to the Amount of Your College Student Loan?
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14:56Interesting thoughts?
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Episode 1009: Final Expense Insurance Highlights
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3:57Unfortunately, the broker does not work with funeral homes.
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Jay Sarkar is the founder and president of reThink64's. Its AI developed Nexus solutions are the next gen of drug delivery to skin, eye, pancreas & other novel targets. Get in touch with Jay at [email protected] If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Di…
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#947: Unlock Corporate Housing Cash Flow with Angela Healy
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30:27
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30:27Angela Healy is the CEO and Co-Owner of Avenue West, a leader in furnished residential rentals for traveling professionals, relocation clients, and corporate teams. Under Angela’s leadership, Avenue West has expanded into multiple markets across the U.S., grown into a thriving franchise network, and landed on the Inc. 5000 list of fastest-growing c…
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Ep. 855 - Shopping for life insurance but disgusted by agents? Here is the best source ever!
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36:06Long-time client Ken has a need for life insurance but prefers to deal with an agent he knows. I suggested he visit MedicareForTheLazyMan.com to try the search and apply tool behind the "LIFE INSURANCE" button. I think he would say it was an effective way to accomplish is task! In the "Medicare Advantage Minute" segment it seems that United Healthc…
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Episode 1008: Medicare Education Starts October1, Enrollment Begins October 15
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2:26Interested beneficiaries can call me at (866) 901-9876. Clarence never spams consumers nor uses robo-call technology.
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Episode 1007: Is It Good for Top Sales Performers That Many Competitors Have Given Up on Expanding Their Small Businesses?
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16:36Being non-caring or nonchalant about growing your small business is not a good sign.
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FBF #946: Networking with Purpose: Sal Buscemi on Building Relationships & Mastering Finance
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39:01Today's episode is from #756 that originally aired on Jun. 17, 2024. Investment Expert and best-selling author, Salvatore Buscemi. Sal is a former investment banking professional from Goldman Sachs, a three-time published author and now serving as the CEO of a multi family office. His portfolio prominently features privately-held life sciences comp…
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Ep. 854 - Sad to say, the trivia answer presented here was incorrect. Jimi died in 1970!
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37:39In the Medicare Advantage Minute we learn a little something about the nation's largest provider of drugs to long term care facilities: CVS Omnicare. They seem to have defrauded themselves right into a $1 billion federal fine. A very short "Your Medicare Benefits 2025" tells us how Medicare might handle charges for patient lifts. As of this recordi…
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Spring Has Sprung - My Top 9 Money Tips for Spring
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9:41Spring is here, and while most people are doing a spring clean of their homes, we're doing a spring clean of our finances and money habits. Today I'm sharing the top nine things I do every spring to stay mindful about my money. I usually take a look at not only what I'm spending, but what's happening to that money. The episode covers practical step…
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Alicia Burke, Director of Portfolio and Product Development at The CAS Institute - PIR Ep. 736
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26:52Tony chats with Alicia Burke, Director of Portfolio and Product Development at The CAS Institute, we chat about ICAS a wholly owned subsidiary of the Casualty Actuarial Society that offers analytics professionals and their employers the opportunity to certify skills specifically as applied to property and casualty insurance. Their Certified Special…
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Dishin' Dirt on Reclaiming Your Life as a Real Estate Agent with Garrett Maroon.
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32:31Send us a text Four-time guest, Garrett Maroon, joins me on Dishin' Dirt to discuss the intricacies of balancing work and family life, particularly in the real estate industry. We explore the concept of redefining success beyond traditional metrics, emphasizing the importance of personal fulfillment and relationships. Garrett also shares insights f…
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Greatest Hits - How to Build a Practice That Attracts a Premium Buyer
37:26
37:26
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37:26Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity …
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Luis Ricci Maia, Co-Founder and COO at Trag - Ep. 735
32:51
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32:51Tony chats Luis Ricci Maia, Co-Founder and COO at Trag, they are a Brazilian insurtech helping their clients understand climate risk they're facing in agriculture and help mitigate that risk through parametric and weather derivatives. Brazil is the largest exporter of crops in the world and only 10% of those crops have any insurance, so this is mas…
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MHP #945: Top 3 Ways Find Mobile Home Parks for Sale
31:29
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31:29Today's episode is from Mobile Home Park #123 that originally aired on Jan. 15, 2021. Top 3 ways to uncover great Mobile Home Park deals. What You’ll Learn: What our #1 favorite method is for finding parks? Why loopnet/Crexi/etc might not be a complete waste of time What the most common direct to owner methods are. How to establish a meaningful rel…
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Ep. 853 - Why do we rarely have guests on the MLM Podcast? Lots of weirdos out there!
37:25
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37:25Johns Hopkins made the final break with United Healthcare provider networks: Medicare Advantage Minute How about Pancreas Transplants? That is today's subject in our segment: Your Medicare Benefits 2025 Who has been given credit for shutting down a $10 billion Medicare fraud scheme having to do with skin substitutes? Why, everyone's favorite presid…
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Kerry Macca - Women in Insurance Initiative - PIR Ep. 734
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25:52Tony chats with Kerry Macca about the Kerry Macca - Women in Insurance Initiative and their live event at the RISE Leadership Summit. Kerry Macca: https://www.linkedin.com/in/kerrymacca/ Women in Insurance Initiative: https://www.linkedin.com/company/women-in-insurance-initiative/posts/?feedView=all Video Version: https://youtu.be/bsDpdPt2JUo…
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Breaking Money Patterns: Trauma, Identity, & Archetypes with Kate Juozaitis | Ep 06
41:47
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41:47What if your money struggles aren’t about numbers, but about the deeper stories you’ve carried from childhood? In this episode of Real Money, Real Life™, Linda Grizely talks with Kate Juozaitis — licensed therapist turned transformational coach — about the emotional roots of money. Together they explore how trauma, identity, and personality pattern…
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#944: Resident First Turnarounds in Mobile Home Parks
43:25
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43:25Frank Rizzo is Co-Founder of Stone Capital Investors and has more than 20 years experience in real estate as a broker, owner and a syndicator. For the past 12 years Frank has been active in the MHP space and during that time he has acquired and re-positioned over 20 communities. Starting his entrepreneurial journey in high school, Frank obtained hi…
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