Category Archives: Financial Services

Lisa Lamarche: The Importance of Health, Wealth, and Calm in the Face of Adversity

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In today’s podcast, Lisa Lamarche, CERTIFIED FINANCIAL PLANNER™ and co-founder of Milestone Wealth Advisors, talks about the importance of being financially and physically fit in order to enjoy health and wealth in the long-term.

She touches on her own personal struggles and triumphs that propelled her from being an accountant at a large firm to becoming the co-owner of a company that offers clients superior, comprehensive wealth management.

Lisa then talks about how she believes that physical fitness meshes well with her own principles in financial fitness.

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Marketing Madness Surprises

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At the NCAA Men’s Basketball Tournament this year, the big underdogs didn’t hold up. They usually don’t. It’s always interesting and fun when the underdog makes a run at the title, but most always, those that are favored end up on top (my team, Syracuse, was not destined to be a winning underdog this year).

In business, most of us are actually the perennial underdog. We are fighting for more people to recognize us,

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6 Absolutes for Your Website in 2016

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Yes, your website needs to have a great design with layout, graphics and photography and be responsive (so that it looks great on any device). But there are some absolutes for your site that need to be taken into account as well. When considering what your website must have in 2016, start with these 6 absolutes.

1. Clearly define the “one thing” that you want prospects to know about your firm (i.e. our team sets us apart).

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Annette Bau: Discover Your Worth Barometer

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As the creator of MillionaireSeries.com and PMA360.com, Annette shares the ideas behind her programs. Along the way, she realized that everything has a set of formula – getting rich, becoming healthier or getting successful. And in this episode, she’ll talk about the 3 components which make up the success formula.

She then talks about the belief system and the inner game that’s happening in all of us. Then, she explains the importance of reaching the Alpha stage – a certain mental level high-performers can easily tap into.

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Elaine Bedel: Fast Growing Firm Powered by Loyal Employees and a Competitive, Courageous and Giving Spirit

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Being competitive is a healthy trait.

As CEO and Owner of Bedel Financial Consulting, Elaine shares her insights on how to build a successful career in the financial services – especially for women. She gives her list of things someone must possess before they go out and build their own business. Among other things, she’ll talk about the ways on how to earn your team’s loyalty and respect.

Next,

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