Episodios

  • The Trust Formula — How to Win Clients Without Chasing Them
    Nov 11 2025

    🎙️ EPISODE 2: The Trust Formula — How to Win Clients Without Chasing Them

    • Emotional Vibe: Relational, authentic, reassuring
    • Inspirational Link: “Trust is built in quiet consistency, not loud promises.”
    • Episode Goal/Theme: Teach advisors and listeners how to build trust that converts.
    • Main Topic: Emotional intelligence in financial advising.
    • Hook/Angle: “People don’t buy policies — they buy peace of mind from people they trust.”
    • Content Type: Solo teaching with story-based examples
    • Listener Takeaway: Learn to communicate value authentically and build lasting relationships.
    • Tags/Keywords: #TrustInFinance #AuthenticAdvising #RelationshipSelling #TaylorMadeTrust
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    22 m
  • The Clarity Episode — Cutting Through the Noise in Financial Advice
    Nov 4 2025
    • Emotional Vibe: Empowering, calm, confident
    • Inspirational Link: “When you understand, you act — clarity fuels confidence.”
    • Episode Goal/Theme: Establish authority and simplify complex money talk.
    • Main Topic: Overcoming financial confusion to make smarter protection decisions.
    • Hook/Angle: “You don’t have a money problem — you have a clarity problem.”
    • Content Type: Solo masterclass + live interaction
    • Listener Takeaway: Understand what financial clarity looks like and how to start applying it.
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    28 m