Business of Advice

What happens when a nation finds trust and social skills in short supply? Lt. Col. Scott Mann, a decorated former Green Beret and founder of Rooftop Leadership, rejoins the Business of Advice with Cody Foster podcast for a special Veterans Day episode exploring how financial advisors and other organizational and community leaders can lean on authenticity to bridge societal divides and make a meaningful impact.

As the founder, chairman and chief investment officer of CAZ Investments, Christopher brings over 30 years of experience in both traditional and alternative asset classes. He also co-wrote the No. 1 New York Times best-selling book, “The Holy Grail of Investing,” with Tony Robbins. Honored with the Texas Alternative Investments Association’s Lifetime Achievement Award, Christopher is recognized for his significant contributions to the industry. Join us as he talks about the value of alternative investments for high net worth clients and the lessons he has learned from his experiences with industry leaders regarding scalability and specialization.

Have you ever felt stuck in your personal or professional life, wondering how to break through to the next level? In this episode, Tony Robbins — bestselling author, philanthropist and motivational speaker whose impact has transformed millions of lives — shares his insights on achieving success both personally and professionally. With a history of working with top leaders and entrepreneurs to help them unlock their full potential and attain remarkable success, Tony is now sharing his strategies with you.

As AI technology advances, many business leaders are contemplating how to integrate it effectively into their operations. According to Geoff Woods, embracing AI is no longer just an option; it is essential for any organization aiming to thrive today. Over the past year, he has devoted himself to educating leaders on harnessing AI to grow their businesses and enhance employee productivity. He delves deeper into this subject in his new book, “The AI-Driven Leader: Harnessing Artificial Intelligence to Make Faster, Smarter Decisions.” Listen to this episode to discover how your business can harness AI to gain and maintain a competitive edge.

You’ll also learn about:

·         The dangers and risks of AI to keep in mind

·         The core “ingredients” to proper AI prompt writing

·         The future of AI in business

At just 14, Chris Ronzio started a video production company, managing it for 12 years through high school and college. As his business expanded, he discovered that clearly defining who you are, what you do and how you do it is crucial for successfully scaling a business. A two-time EY Entrepreneur of the Year finalist and Mountain Desert Region Award finalist, Chris is also the author of “The Business Playbook.” Tune in to learn the best practices in documenting and delegating what you do so your company can grow beyond you.

Are you struggling to optimize your sales processes effectively? Are you waiting for the perfect moment to make a change? The key is to just start. With years of experience as a football referee, Bryan Neale has mastered the art of making tough calls under pressure. Tune in as we dive into Bryan's expertise, exploring actionable strategies and tips that can help you elevate your sales game.

You’ll also learn about:

·         Incorporating storytelling into your sales process

·         How to ensure your team is following your process

·         Making the correct decision when exploring uncharted territory

Are you leveraging digital marketing to attract potential clients? If not, you might be missing out on significant business opportunities. Jonathan Musgrave has dedicated his career to marketing for insurance, financial and service professionals. He started his own marketing agency, Steep Digital, to help his clients grow their businesses. Join us as Musgrave shares valuable insights into the critical role of digital marketing in today’s competitive landscape.

Listen in as he outlines the best practices for digital marketing. You’ll also learn about:

·         Why paid digital marketing is important

·         Converting leads from digital marketing efforts

·         How to improve online response rates/conversions

Are you looking to increase your ROI but aren’t sure where to start? With mailings, meetings, follow-ups, tracking and getting business issued, it’s easy to get lost in the chaos. For over a decade, Erica’s coaching has helped numerous advisors not only grow their ROI but also streamline their processes. Tune in to this episode as Erica shares valuable insights on understanding and utilizing data to drive success and make better-informed decisions. Regardless of your industry, Erica’s tips should help enhance your understanding of the importance of data and how it can be leveraged to grow your business.

Before gaining acclaim as an author and podcast host, Ryan Hawk embarked on a journey with two pivotal questions: “How can I improve every day?” and “What strategies lead to sustained success?” He launched his podcast, “The Learning Leader Show,” to explore these questions with listeners by learning from exceptional leaders worldwide. With over 600 episodes, Ryan has emerged as a leading authority on leadership — and on this episode, he shares valuable insights to help you enhance your leadership skills in your own business.

Have you ever pondered how to transform resistance into opportunity? U.S. Air Force Lt. Col. Dan Rooney, a former fighter pilot and the founder and CEO of Folds of Honor, shares his ideas on how to flip the script on opposition and change. Join us for this special episode as Lt. Col. Rooney shares his life philosophy and tenets to help you discover and seize your best life.