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THIS SHOW IS FOR EDUCATIONAL PURPOSES ONLY YOU SHOULD CONSULT YOUR OWN ADVISOR AND CONDUCT YOUR OWN DUE DILLEGENCE TO ANALYZE YOUR SPECIFIC SITUATION. Experience l Strength l HopeAbout the host:... more
FAQs about Wealth in the Fifth Dimension:How many episodes does Wealth in the Fifth Dimension have?The podcast currently has 250 episodes available.
April 06, 2020Adopt a role model mindsetIn this episode we discuss the benefits of adopting a role model mindset for financial advisors......more13minPlay
April 05, 2020Your client is all you've got...In this episode we discuss how to manage the demands of your company and incorporate your own directives...more16minPlay
April 04, 2020Are you missing the forest for the trees?In this episode we talk about the idea of financial advisors often overestimating what they can do in a year and under estimating what they can do in 10 years. In other words, financial advisors miss the forest for the trees so we talk about how to create a plan for your career, your clients, and your business. Make sure that you tune in today......more16minPlay
April 02, 2020A plan for you your clients and your business...Tune in today as I've discussed some of the key findings and questions that I received during a fireside chat with some small business specialist around the Corona virus and what to do on a proactive basis to thrive through this environment......more12minPlay
March 30, 2020In this episode we learn about the importance of transparency in our business.No transparency=No Loyalty...more10minPlay
March 29, 2020Most advisors don't have a plan...In this episode we discuss how many advisors don't have a plan for their career, their clients, or their business.... Why it's important and what they can do about it....more13minPlay
March 15, 20207 tips to help your clients navigate through the corona virus volatility.Tune In Today...Financial Advisors Get Your Free Ebook:https://www.clientloyaltysecrets.com/freebookFollow me at:https://www.facebook.com/clientloyaltysecretsIG #clientloyaltysecretsLinkedin: https://www.linkedin.com/in/josephvalentinosoto/...more29minPlay
March 08, 2020Why do financial advisors commit Ponzi Schemes?Tune in today...Its going to be a spicy one. ...more27minPlay
March 01, 2020The Problems Financial Advisors Face In Volatile Markets Problems Financial Advisors Face In Volatile Markets Possibilities Financial Advisors Can Take Advantage In Volatile Markets Principles/Mindsets Advisors should embrace In Volatile Markets Production Strategies That Financial Advisors Must Execute To Win In Volatile Markets...more25minPlay
February 20, 2020Are you Bipolar?I was listening to a book this morning and it made think of a few things.Most advisors get into the business for the right reasons and than have a psyche change. They become bipolar by the system they live in.My advice is don't lose your identity.Instead remind yourself who your real boss is and do something for them today....more15minPlay
FAQs about Wealth in the Fifth Dimension:How many episodes does Wealth in the Fifth Dimension have?The podcast currently has 250 episodes available.