Best Client Acquisition For Consultants Podcasts (2025)

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276: Scaling Wireless World to Regional Domination | Vince Lubben’s Midwest Empire 50:46

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16d ago50:46

50:46

Vince Lubben is the Co-Owner of Wireless World. Vince began working in the wireless sector as a sales executive for CommNet Cellular, when the cell phone industry was young. He saw an opportunity to start his own business and opened his first store in Vermillion, South Dakota in 1999. Today, there are 54 Wireless World outlets and the company has 3…

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How I’m succeeding – and struggling – with AI 10:26

27d ago10:26

10:26

With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward.You’ll hear from:Chi Teng Han, ChFC/S, CIAMNadia Wijatno, ChFC, CLU…

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Why you should not just embrace but seek out rejection 12:34

2M ago12:34

12:34

Would you ever do something that you expected to fail, justas a way of teaching yourself that rejection is not something to fear? In thisepisode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heissdiscuss the logic, options and potential benefits behind this approach ofturning discomfort into confidence.Episode breakdown:0:42 – Mo…

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275: From the Battlefield to the CBD Boardroom: Craig Henderson of Extract Labs 1:12:40

2M ago1:12:40

1:12:40

Craig Henderson is the CEO of Extract Labs, a Boulder, Colorado-based full-service hemp extraction laboratory offering a proprietary line of boutique CBD-infused products. Craig started the company in his garage in 2016. This Episode is Sponsored By: Jon Ostenson, Founder of FranBridge Consulting and Top 1% US Franchise Consultant is here to help y…

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Memorable client experiences related to regulation 25:11

3M ago25:11

25:11

What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, CFPEpisode breakdown:0:29 – Being driven to discuss your value proposition in more detail2:16 – …

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Move Up & To The Right with The 2x2 Podcast for Independent Consultants 0:57

3M ago0:57

0:57

Hey—I’m Lauren Wambold Patel, and this is The 2x2 Podcast. If you’re an independent consultant, strategist, or fractional exec who’s serious about building your business—not just picking up gigs—this channel is for you. I’ve built an eight-figure consulting firm from the ground up. No agency model. No corporate safety net. Just the real work of bui…

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274: The Cable Cowboy Who Went from Broke to Broadband 🤠 | Terry Koosed of Bel Air Internet 2:16:14

3M ago2:16:14

2:16:14

Terry Koosed is the Founder of Bel Air Internet, a Los Angeles based Internet Service Provider, and a leading authority on successful entrepreneurship. He has founded and successfully run seven companies in the high-tech industry during the past 40 years, sometimes concurrently, and is what some would call, a serial entrepreneur. Listen to Part II,…

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How to adjust your practice to accommodate new clients gained in an acquisition 17:05

4M ago17:05

17:05

Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard.Episode brea…

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273: Publishing to EdTech: The Unlikely Road to Evolution Labs with Founder Peter Kraft 1:26:53

5M ago1:26:53

1:26:53

Peter Kraft is the Founder and President of Evolution Labs. Prior to founding Evolution Labs, Kraft was instrumental in forming and re-envisioning two educational software companies that led the industry in recruitment, enrollment and retention of college students. He co-founded GoalQuest in 2000 and served as its CEO until 2007 when he spearheaded…

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Changes I made to foster growth in my business 9:25

5M ago9:25

9:25

If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance.You’ll hear from:MDRT President Carol Khe…

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272: From Selling Phones Out of a Van to Leading a 9-Figure Empire | Brett Beveridge of T-ROC 1:13:10

6M ago1:13:10

1:13:10

Brett Beveridge is the President of The Revenue Optimization Companies. Brett is an entrepreneurial, results-driven executive with over 20 years of experience and success in the wireless and technology industries. He has hands-on success in start-ups, profit turnarounds, mergers and acquisitions, IPOs and fundraising and is the driving force behind…

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Experiences that have enhanced how I see the power of insurance 9:46

7M ago9:46

9:46

Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit. You’ll hear from:Joseph Tan, Ch…

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Why — and how — you should push your boundaries 16:18

8M ago16:18

16:18

Is there a benefit to doing things that scare you? In this episode, Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the difficulties and advantages of striving for things you sometimes don’t want to do, from a morning trip to the gym to a plunge into freezing cold water. Episode breakdown:0:41 – Finding opportunity to do something…

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271: How to Breathe Life into a Business... Dr. Dan Cohen of Breathe Right Strips 55:39

8M ago55:39

55:39

Dr. Dan Cohen is the former Chairman of CNS, Incorporated. Dr. Cohen was the driving force behind the meteoric rise of Breathe Right nasal strips, acquiring the rights to manufacture and sell the product for the medical equipment company he founded in 1982. In 2006, GlaxoSmithKline acquired CNS, including its Breathe Right nasal strips and FiberCho…

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What you learn after years of working with clients facing retirement 9:38

8M ago9:38

9:38

What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.You’ll he…

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PMP #310: No goals for 2025 6:45

8M ago6:45

6:45

Last year was a big year for me and my family. This is why, in 2025, I'm going to take my foot of the accelerator, slow down and I'm not going to set any specific goals for the year. When you're constantly chasing the next thing, you don't do justice to the hard work you've done to get to where you are and the relentless pursuit of self-improvement…

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270: Once Again, the Return of the Non-Food Franchise King: Jon Ostenson of Franbridge Consulting 59:52

9M ago59:52

59:52

Jon Ostenson is the Founder of FranBridge Consulting. Jon is a top 1% Franchise Consultant in the US, and frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he is able to commit ov…

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Mini-episode: The power of accountability 4:40

10M ago4:40

4:40

As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve.You’ll hear from:MDRT President Carol Kheng, ChFCMDRT First Vice Presiden…

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How regulation impacts what I can do with technology 12:26

10M ago12:26

12:26

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, C…

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PMP #309: Annual Review (2024) 11:32

10M ago11:32

11:32

Welcome to my annual review for 2024! In preparation for this video, I looked back at the video I made last year and I'm pleased to say that I accomplished all of the goals I set out to achieve at the end of last year! Show notes (please leave me a comment with your questions and feedback) » https://paulminors.com/309/ If you enjoyed this episode, …

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269: Blowing Minds with Carey Smith: The Big Ass Fans Story! 🫏... 1:12:04

10M ago1:12:04

1:12:04

Carey Smith founded Big Ass Fans in 1999 and served as its Chief Big Ass until the company's sale in 2017. Under his guidance, Big Ass Fans grew an average of 30% a year, with offices across the globe. It made the Inc. 5000 list of fastest-growing private companies 11 consecutive years — a feat achieved by only 34 others — and expanded from industr…

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PMP #308: My daily habits 16:06

11M ago16:06

16:06

How you start your day and the habits and routines you adopt genuinely have a big impact on your effectiveness throughout the day. I’m also a big believer in consistency and when you do the same thing each day, these small habits can have a big impact over time. With that said, here are some of the things I do on a daily basis to look after my heal…

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What to do when it’s clear the client-advisor relationship is not a match 16:15

11M ago16:15

16:15

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.You’ll hear from:Alessandro M. Forte, DipPFS, CSPRenee Hanson, CFP, CDFAEpisode breakdown:0:28 – Establish…

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268: Manufacturing Shutters & Company Culture | 🪟 Rick Skidmore of Timberlane Inc. 1:06:53

11M ago1:06:53

1:06:53

Rick Skidmore is the Founder and CEO at Timberlane, Inc. Having been born an entrepreneur, it should have been clear early on that despite considerable success in the insurance and investment industry, Rick's future was outside the traditional career path. Rick founded his current company, Timberlane Inc., in 1995, based on a passion and a gaping n…

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How to resolve staff frustration through clear communication 8:58

12M ago8:58

8:58

If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode breakdown:0:29 – Creating an open-…

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PMP #307: Get it out of your head 12:08

12M ago12:08

12:08

A crucial productivity mantra that has continued to stick over the years is: “Get it out of your head”. This is an idea I first came across in David Allen’s book Getting Things Done. He nailed it when he said, “Your mind is for having ideas, not holding them.” That quote really hit home for me, and it’s shaped how I use tools and technology to redu…

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How to embrace the Whole Person concept 8:42

12M ago8:42

8:42

Just because you know the importance of seeking balance in and out of work doesn’t mean that it’s easy to accomplish. In this episode, members of the MDRT Executive Committee share how they make a priority of MDRT’s Whole Person concept and adjust if they are struggling to put their intentions into action.You’ll hear from:MDRT President Carol Kheng…

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PMP #306: Money = Time + Energy 9:58

1y ago9:58

9:58

When I first started my business, like most business owners, I was focused on making money. That’s the goal of any business, right? And for me, I simply wanted to earn enough to replace my full-time salary. However, over time, how I view money has evolved. As I’ve talked about before, I now put a lot of my effort into making the business more effic…

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267: Powering Innovation: Jim Kalb's Journey with OptiFuse & the Future of Fuses!⚡ 1:25:19

1y ago1:25:19

1:25:19

Jim Kalb is currently the President of OptiFuse, an innovative high-growth manufacturer of power protection components distributed by high-quality select wholesalers throughout the world. OptiFuse has been listed on the Inc. 5000 for the last 5 years, as well as being named as one of Forbe's magazines "25 Best Small Companies" in 2017. This Episode…

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Changes I’ve made to embrace regulation and overcome challenges 18:18

1y ago18:18

18:18

What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, CFPEpisode breakdown:0:34—Focusing on the benefi…

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PMP #305: What does your ideal client look like 8:17

1y ago8:17

8:17

Knowing what your ideal client looks like is critical if you want to attract the right customers to your business and have successful outcomes. This is not to say you shouldn’t work with clients who don’t exactly fit the profile you’re looking for. But having a customer ‘avatar’ helps you to focus your marketing and filter potential prospects. Show…

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PMP #304: Complementary revenue steams 9:36

1y ago9:36

9:36

one source of income, you’re opening yourself up to risk if that source of revenue ever drops or goes away. Having multiple sources of income not only protects you but helps you to further grow your business. Show notes (please leave me a comment with your questions and feedback) » https://paulminors.com/304/ If you enjoyed this episode, I'd love i…

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What you absolutely should not do in an acquisition 12:55

1y ago12:55

12:55

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.Episode breakdown:0:34 …

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266: Wheels of Fortune: 🚲 Team USA's Path to Tour de France Victory (Anne Hed of HED Cycling) 1:08:07

1y ago1:08:07

1:08:07

Anne Hed is a lifetime resident of Minnesota. Her history as a business owner began back in the 1980’s, when she raced as a professional triathlete. She completed eight Ironman Triathlons in Hawaii, and met her late husband, Steve, through the sport. He became one of her first sponsors... This Episode is Sponsored By: Jon Ostenson, Founder of FranB…

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PMP #303: The Power of Transparency 7:06

1y ago7:06

7:06

I recently enjoyed this conversation with Ed Sheeran (one of my favourite musicians) on the Theo Von podcast. During the interview, about 58 minutes in, Ed talked about how he always tries to be as honest as he can with people concerning what he’s thinking or feeling. And this is something I’ve always tried to do. Whether I’m on a sales call, helpi…

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Unique ways I identify financial solutions for my niche – and how that can help other advisors 13:50

1y ago13:50

13:50

What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.You’ll hear from:Joseph Tan, ChFC, CLUAbigail …

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E34 - Talking Growth, Retention, and Agility with Stephanie Kord Miller 39:36

1+ y ago39:36

39:36

In this episode, Gary Ruplinger interviews Stephanie Kord Miller of Empower Your Results to talk business growth, retention, and agility.By Gary Ruplinger

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PMP #302: Whats your focus? 5:52

1+ y ago5:52

5:52

A focus is more than a priority. Every day, we have high-priority tasks that we’re working on. A focus is bigger than that. It’s your north star. It’s more like your number one goal. But where you can have multiple goals, I only ever have one focus. Your focus is the main area you're putting time and energy into for the quarter or even the year. Sh…

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265: Building a Sparkling Soda Fireworks Store?!? | 🎉 Mark Lazarchic of Serenity Ventures 1:15:20

1+ y ago1:15:20

1:15:20

Mark Lazarchic is the CEO of Serenity Venture Group. He describes himself as a serial entrepreneur with eyes always open. Mark is the owner of multiple successful startup businesses in very competitive markets. Mark has spent the last 10 years being amazed at the level of mediocrity accepted by the public in business. At all levels... This Episode …

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PMP #301: Introducing, MinorCo 6:54

1+ y ago6:54

6:54

Over the last few years, I’ve grown my team to help remove myself as the bottleneck and to free up my time so I can focus on other areas of the business. In doing so, it didn’t feel right to continue operating under the PaulMinors.com brand and website. Today, I'd like to introduce you to the new brand behind my consulting business, MinorCo. Show n…

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Finding and fostering relationships with centers of influence 22:06

1+ y ago22:06

22:06

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.You’ll hear from:Alessandro M. Forte, DipPFS, CSPRenee Hanson, …

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PMP #300: Unpacking Paul Minors with Dylan Bland 1:36:41

1+ y ago1:36:41

1:36:41

Welcome to episode number 300 of the Paul Minors Podcast! For this milestone episode, I asked my good friend, Dylan Bland, to interview me (similar to what we did for the 100th episode). In the first half, Dylan unpacks my history, how I got started with my business and how I view productivity. In the second half, we discuss a range of topics inclu…

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264: From Clothing Manufacturer, to Franchise Owner, to Starting the Tint World Franchise | Ex-CEO of Meineke, Charles Bonfiglio, shares his Journey 🚗… 1:21:14

1+ y ago1:21:14

1:21:14

Charles J. Bonfiglio is the Franchise Founder & Chief Executive Officer of Tint World. The company is a privately owned franchise chain of independent retail window tinting, mobile electronics, auto accessories and appearance centers. As the lead executive of Tint World, Charles is responsible for all functions related to the development and leader…

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PMP #299: A bit of a ramble 16:55

1+ y ago16:55

16:55

This episode is a bit of a ramble. I share some updates on what I've been working on recently and discuss how I prioritise my time. Show notes (please leave me a comment with your questions and feedback) » https://paulminors.com/299 If you enjoyed this episode, I'd love it if you could leave me a review. Intro/Outro Music: "Synthia" by Scott & Bren…

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What to do and not do for joint work 6:41

1+ y ago6:41

6:41

While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requires practice and adaptation. In this episode, members of the MDRT Executive Committee explain how they have learned to identify and thrive in these collaborative circumstances.You’ll hear from:MDRT President Gr…

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PMP #298: Do you have to invest in your business? 8:28

1+ y ago8:28

8:28

In his book, Rich Dad, Poor Dad, author Robert Kiyosaki describes three types of income: 1) Earned income (e.g. from your salary or business income) 2) Passive income (Income that doesn’t require active work to generate e.g. income from a rental property) 3) Portfolio income (e.g. capital gains from owning an asset that appreciates in value). If yo…

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How I navigate awkward conversations with clients 12:00

1+ y ago12:00

12:00

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode break…

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PMP# 297: Minor Updates: March 2024 10:28

1+ y ago10:28

10:28

In this episode of Minor Updates, I share some of the things I've been focussing on in my business and personal life.By Paul Minors

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263: Using Real Human Connections to Achieve Exceptional Success... Doug Brown of CEO Sales Strategies 1:59:52

1+ y ago1:59:52

1:59:52

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, In…

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PMP #296: Tell people what to buy 11:10

1+ y ago11:10

11:10

Over the weekend I visited a local hardware store to enquire about purchasing a line trimmer. This is the second time I've been to the store in the last month or so and on both occasions, I left disappointed without making a purchase. I’ve talked to two salespeople now and neither one had enough product knowledge to make a clear recommendation that…