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259: [Sam Ingrassia] Navigating Business Acquisitions and Marketing Success
In this insightful episode of ABOUT THAT WALLET, host Anthony Weaver sits down with Sam Ingrassia the mastermind behind Budget Simple. Sam shares his journey of acquiring and transforming Budget Simple into a financial wellness and marketing platform that supports financial advisors and coaches. With over 100 deep conversations with financial professionals under his belt, Sam reveals the key pain points and solutions that can help elevate their businesses.
Join us as we discuss:
From marketing tips to business model innovations, this episode is packed with actionable insights for anyone in the financial services industry looking to grow their practice and better serve their clients.
00:00:00 - Sample
00:00:40 - Intro
00:02:52 - Budget simple
00:08:53 - Find funding
00:10:46 - Business Acquisition
00:12:45 - How to grow their business
00:18:41 - Marketing
00:21:03 - What separates successful businesses?
00:23:14 - Leverage your business
00:25:36 - Sam’s next level
00:27:30 - Final 4 Questions
00:30:52 - More about Same
00:32:10 - Outro
Discover more about Sam Engracia and Budget Simple:
Website: https://budgetsimple.com
Email: [email protected]
THANK YOU FOR LISTENING!
#FinancialWellness #MarketingTips #AboutThatWallet #BudgetSimple #FinancialAdvisors
Get My Habit Journal: https://amzn.to/3U4r44
Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter
Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights.
Follow Me:
IG: https://instagram.com/aboutthatwallet
Twitter: https://twitter.com/aboutthatwallet
Website: https://aboutthatwallet.com
Email: [email protected]
--
DISCLAIMER: The content in this audio is for educational purposes only. Conduct your own research and make the best choice for you. If you need advice, contact a qualified professional.
Episode 259
Send in a voice message: https://aboutthatwallet.com scroll to the bottom
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support
---
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support
View all episodes
By Anthony Weaver
5
2424 ratings
In this insightful episode of ABOUT THAT WALLET, host Anthony Weaver sits down with Sam Ingrassia the mastermind behind Budget Simple. Sam shares his journey of acquiring and transforming Budget Simple into a financial wellness and marketing platform that supports financial advisors and coaches. With over 100 deep conversations with financial professionals under his belt, Sam reveals the key pain points and solutions that can help elevate their businesses.
Join us as we discuss:
From marketing tips to business model innovations, this episode is packed with actionable insights for anyone in the financial services industry looking to grow their practice and better serve their clients.
00:00:00 - Sample
00:00:40 - Intro
00:02:52 - Budget simple
00:08:53 - Find funding
00:10:46 - Business Acquisition
00:12:45 - How to grow their business
00:18:41 - Marketing
00:21:03 - What separates successful businesses?
00:23:14 - Leverage your business
00:25:36 - Sam’s next level
00:27:30 - Final 4 Questions
00:30:52 - More about Same
00:32:10 - Outro
Discover more about Sam Engracia and Budget Simple:
Website: https://budgetsimple.com
Email: [email protected]
THANK YOU FOR LISTENING!
#FinancialWellness #MarketingTips #AboutThatWallet #BudgetSimple #FinancialAdvisors
Get My Habit Journal: https://amzn.to/3U4r44
Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter
Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights.
Follow Me:
IG: https://instagram.com/aboutthatwallet
Twitter: https://twitter.com/aboutthatwallet
Website: https://aboutthatwallet.com
Email: [email protected]
--
DISCLAIMER: The content in this audio is for educational purposes only. Conduct your own research and make the best choice for you. If you need advice, contact a qualified professional.
Episode 259
Send in a voice message: https://aboutthatwallet.com scroll to the bottom
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support
---
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support