In this episode, I share about a recent business development trip where I had to correct an engineer about just take the water when asked by a client or prospect. Normally one of the first questions when we walk into their office is if we would like some water or some coffee. I say take it!

In this episode, I share about a friend who is struggling. We had the same sobriety date by two days, but as I was there to pick up a four year chip, he was there to pick up a new white one again. He was beaten down. Wife wanted to leave him and he had over $900,000 in business debt.

In this episode, I share a live recording of a Toastmasters speech that I gave around the concept of Financial Literacy Training. These virtual 9-week workshops will provide help to many around the world gain clarity in their numbers.

In this episode, I share about walking dogs with client to introduce them to our expert. Never done that before. Client couldn’t meet during the day, had to feed her husband that night and couldn’t meet the following day. I invited her to dinner but she proposed walking her 4 dogs! Wow. That was a first.

In this episode, I share in an AA meeting called LunchBox which I have not attended in a while, 2 years probably, since Covid really. I have been attending other meetings but I went back to get my 4 year chip.

And this episode, I share a tip that I found when trying to set appointments with clients. It works better if you send an email to warm them up and let them know the intention of your calls. You can always call after sending an email but it is very tough to call then email.

In this episode, I share a tip from Grant Cardone. He says that we need to get the client seated so we can show them and not just tell them. Show them the articles that back up our pitch, show them the contract and go through it, show them the specs. People believe what they can see, not what they hear.

In this episode, I share a quick tip from Mel Robins to help train our minds to just get up on time and stop sleeping in. Practice saying the 5,3,3,2,1, to pause and tell yourself, I’m getting up.

In this episode, I share my steps to financial freedom. I share about the first steps that I took and walk through each of these action steps to help others layout which steps they need for themselves.

In this episode, I share real time what my brain is obsessing about as an employee leaves but is actually starting his own business, not retiring. How do we handle getting his laptop, his Warren email and his open cases?