The Influential Advisor

77 Episodes

1. 017: A Powerful Way to Build Relationships with CPAs - Liz Briggson

   Published: 7/8/2020
2. 016: Key Insights Into Effectively Niching Down - Mike Jesowshek

   Published: 5/13/2020
3. 015: Going From $80 Million to $800 Million AUM - Tim Mitrovich

   Published: 4/15/2020
4. 014: Build a business with a narrow focus to become the best - Josh Patrick

   Published: 3/18/2020
5. 013: Shifting from solo entrepreneur to CEO of your company - Dr. Aprille Trupiano

   Published: 3/4/2020
6. 012: Life Settlements: A Peek Behind The Curtain - Jamie L. Mendelsohn

   Published: 2/19/2020
7. 011: Simplifying The Employee Benefits Process For Employers - Amy Evans

   Published: 12/9/2019
8. 010: Dramatically increase your target premium using Premium Financing - Michael Moore

   Published: 10/11/2019
9. 009: Successfully Marketing & Selling Whole Life Insurance Using LinkedIn - Gina Wells

   Published: 9/29/2019
10. 008: Using Digital Marketing Tools To Attract & Convert Affluent Clients - Jason Mericle

    Published: 9/14/2019
11. 007: Building a $59 Million Dollar Financial Services Firm In Just 8 Years - Nancy Brunetti

    Published: 9/6/2019
12. 006: From Undercover Cop to Working With Billionaires - Buck Adams

    Published: 8/29/2019
13. 005: More Than Just The Commission Club For Top Independent Life Insurance Producers - Mike Bell

    Published: 7/9/2019
14. 004: $1.5 Million Of Target Premium Generated With Attorneys Using LinkedIn - Mark Larivee

    Published: 7/7/2019
15. 003: SMART Retirement & Creating Over $1 Billion Dollars of Revenue - Matt Zagula

    Published: 7/7/2019
16. 002: Helping Elite CPAs Retain and Attract High-Net-Worth Clients - Alex Sonkin

    Published: 7/5/2019
17. 001: Going from $200,000 to $2.5 million in target premium using LinkedIn - Shane Walls

    Published: 7/5/2019