Join financial expert Sam Higginbotham as he reveals the seven essential rules every financial advisor should follow for success. From building client trust to embracing technology, discover practical tips to enhance your advisory practice and client relationships. Don't miss this insightful episode packed with actionable advice.

Sam Higginbotham Shares 7 Must-Follow Rules for Financial Advisors

🚀 New episode of the Billion Dollar Podcast featuring Pardeep Pabla! 🎉 Hear how he took the leap from a stable banking career to become a top mortgage broker during the pandemic. 💪

💡 Key insights:

Overcoming fear and uncertainty.
Networking and building genuine connections. 🤝
Balancing business success with community impact.
Leveraging tech and AI to stay ahead.
🎥 Don’t miss this inspiring episode! Watch now: https://linktr.ee/billiondollarpodcast

#billiondollarpodcast #mortgagebroker #businessgrowth #entrepreneur #successmindset

Audio 21- 24.09 - Pardeep Pabla

We’re thrilled to have Stephanie Cortez on the latest episode of the Billion Dollar Podcast! Join us as we dive into Stephanie’s journey from education to becoming a successful mortgage agent. 📚💼

🔥 What to Expect:
- Overcoming self-doubt and finding confidence in a new industry.
- The importance of building trust and relationships in the mortgage business. 🤝
- Insights on personal and financial wellness.
- How Stephanie combines creativity and business in her podcast "That's for Company." 🎙️

Watch the episode here:  https://linktr.ee/billiondollarpodcast

Billion Dollar Podcast #22 - Stephanie Cortese

In this episode, we discuss C. Richard Weylman’s book 100 Proven Ways to Acquire and Keep Clients for Life, which offers practical strategies to build lasting client relationships. Richard shares key insights on client acquisition, creating loyalty, and providing exceptional customer experiences. We explore the proven tactics professionals can use to stand out, engage clients, and foster long-term success in today's competitive market. Tune in for actionable steps to elevate your business and retain clients for life!

Podcast 1164: 100 Proven Ways to Acquire and Keep Clients for Life by C. Richard Weylman

Billion Dollar Podcast #25 - Sabeena Bubber

In this episode of the B2B Sales Trends Podcast, host Harry Kendlbacher speaks with Tim Bruins, VP of Sales at Maritz, about the key factors that drive sales success today. Drawing from over 35 years of experience, Tim shares his perspective on the importance of preparation in sales, building strong relationships with clients and procurement professionals, and effectively navigating complex negotiations involving multiple stakeholders.

Tim emphasizes how doing your homework, asking the right questions, and clearly articulating value can set salespeople apart in competitive environments. He also discusses the evolving role of procurement in business and offers practical strategies for establishing credibility and closing deals.

Whether you're new to sales or a seasoned professional, this episode is packed with actionable insights that can help you build better relationships, negotiate more effectively, and drive meaningful results in your sales process.

Tune in to discover strategies that can transform your approach and boost your sales success!

36. Sales Success Through Preparation and Relationship-Building

Detailed profile of Leticia Barba, highlighting her extensive experience and accomplishments in global operations strategy. Barba has a proven track record of success in driving operational excellence, optimizing procurement processes, and building strong client relationships across diverse industries and Fortune 500 companies.

Leticia Barba Professional Briefing

In this podcast, we explore the key strategies and insights from The Full Fee Agent: How to Stack the Odds in Your Favor as a Real Estate Professional. This book is a game-changer for real estate agents looking to elevate their careers and charge their full worth.

Packed with actionable advice, it teaches professionals how to build confidence, foster stronger client relationships, and thrive in a competitive market. With real-world examples and proven methods, it helps agents focus on quality over quantity to achieve long-term success.

Whether you're an experienced agent or just starting out, this book provides a clear blueprint for commanding your value, closing high-value deals, and creating a sustainable business model. Join us to uncover how to stack the odds in your favor and excel in real estate!

This podcast is sponsored by The Personal Development School, featuring their FREE Attachment Style Quiz. Discover your attachment style and gain insights to build stronger relationships.

Click the link and start your journey today!

➡️Website: https://university.personaldevelopmentschool.com
➡️FREE Attachment Quiz: https://attachment.personaldevelopmentschool.com/quiz

Podcast 1179: The Full Fee Agent: How to Stack the Odds in Your Favor as a Real Estate Professional

In this episode of B2B Sales Trends, Harry Kendlbacher speaks with Chuck Serapilio, VP of Sales at Motus, about the critical role of active listening in driving sales success. Chuck shares how truly understanding your clients—not just hearing them—can uncover hidden needs, build stronger relationships, and lead to more closed deals.

The discussion includes practical tips for honing listening skills, staying present in client conversations, and asking the right questions to guide prospects toward solutions. Chuck highlights why active listening is a non-negotiable skill for any salesperson aiming to excel in today’s competitive B2B market.

Whether you're a seasoned professional or just starting your sales journey, this episode is packed with actionable insights to enhance your approach and deliver meaningful results.

41. How Active Listening Drives Sales Success

💡 Mastering Your CRM for Stronger Client Relationships

A CRM isn’t just a tool—it’s how you build long-term relationships. Your ability to engage authentically, track key details, and follow up consistently determines your success.

Last week, we explored David Rockefeller’s legendary relationship management system. Today, I’m modernizing that approach with the essential elements of an ideal CRM contact—refined with AI for maximum impact.

🔍 Building the Ideal CRM Contact
Core Contact Information

📌 Full Name (Preferred Name/Nickname) – Knowing and using a client’s preferred name adds a personal touch.
📌 Job Title & Company – Helps tailor conversations and uncover opportunities.
📌 Phone & Email (Personal/Work) – Ensure multiple contact options for flexibility.
📌 Mailing Address – Handwritten notes and thoughtful gifts strengthen relationships.

Relationship Details

📌 How You Know Them – Example: "Met at 2023 JSIR Retreat" or "Referred by [Name]."
📌 Important Dates – Birthdays, anniversaries, and key milestones matter.
📌 Preferred Communication Method – Email, phone, text—engage in their preferred way.
📌 Personal Interests & Hobbies – Tracking interests makes outreach more meaningful.
📌 Family Details – Spouse, kids, pets—if relevant, these details build stronger connections.

Interaction Tracking

📌 Last Contact Date – Prevents long gaps between interactions.
📌 Preferred Frequency of Contact – Set reminders for quarterly or monthly touchpoints.
📌 Interaction Notes – Example: “Discussed their move to Florida” ensures seamless conversations.
📌 Upcoming Action Items – Follow-ups like sending a report or scheduling a coffee meeting.

Business-Specific Information

📌 Professional Goals or Needs – Understand their focus and offer strategic value.
📌 Key Achievements – Acknowledge promotions, business growth, and personal wins.
📌 How You Provide Value – Document insights, referrals, or direct business contributions.
📌 Referral Potential – Identify and prioritize strong referral sources.

CRM Automation & Workflow

📌 Tags or Categories – Organize by “Top 100,” “Referral Partner,” or “Investor.”
📌 Email Campaigns Assigned – Market updates, client newsletters, and event invitations.
📌 Custom Outreach Reminders – Stay top of mind with structured follow-ups.
📌 Segment or Group Membership – Categorize by industry, geography, or interests.

💼 Your CRM Action Plan
A well-structured CRM ensures consistency, personalization, and strategic engagement. This framework is the result of 17 years of refining CRM strategies across multiple businesses.

📺 Next Week: We’ll break down CRM categorization for maximum efficiency.

🔗 Stay Connected with Ask Jim Miller

🌐 Visit My Website: www.askjimmiller.com

📩 Monday Morning Pep Talk Weekly Email: www.askjimmiller.com/contact/

✨ Follow on Instagram: www.instagram.com/askjimmiller/

🎧 Listen on Apple Podcasts: www.podcasts.apple.com/us/podcast/ask-jim-miller/id1490481207

📈 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago/

#MondayMorningPepTalk #AskJimMiller #CRMOptimization #ClientRelationships #Top100Clients #BusinessGrowth #CRMStrategies #RelationshipManagement #TakeFlight #RealEstateSuccess #AdvisorTips #StrategicNetworking #ClientSuccess #LeadershipDevelopment #EffectiveCommunication #FlyLight #NothingCompares #RealEstateCoaching #TimeManagement #SystemsForSuccess #ProductivityTips #FocusToThrive #BusinessStrategy #SuccessTips #BusinessProductivity #EliteAdvisors #ProfessionalCoaching #SothebysRealty #EntrepreneurSuccess #IntentionalSuccess



✈️ The Ideal CRM Contact | Monday Morning Pep Talk # 266

Transform your sales approach with "Connection Catalyst." Sales expert Emma Thompson interviews industry leaders and shares proven techniques to build lasting customer relationships. Catch new episodes every Monday and Friday.

Mastering Customer Engagement & Sales

Welcome to Monday Morning Pep Talk! In Episode 267, I’m tackling a question I hear all the time:

"Where do I start with a CRM?"

Many advisors struggle with setting up their CRM. They know they need it but feel overwhelmed about where to begin. If that sounds like you, you’re not alone.

A well-structured CRM is the foundation of a predictable and enjoyable business—helping you stay top of mind, build trust, and create consistent opportunities. But getting started is often the hardest part.

This episode will give you a step-by-step roadmap to set up your CRM without the overwhelm.

📌 What You’ll Learn in This Episode:

✔️ The five key lists every real estate advisor needs in their CRM
✔️ How to pull and organize contacts from email, phone, social media, and past transactions
✔️ Why a structured CRM leads to more repeat and referral business
✔️ How to take action immediately instead of waiting for a perfect database

🚀 Step 1: Define Your Five Key Lists

Before adding names to your CRM, you need clarity on who belongs there. The Take Flight framework organizes contacts into five essential lists:

✅ Top 100 Clients – Your most loyal, high-producing clients.
✅ Top 100 Referral Partners – Trusted professionals who send you business.
✅ Warm List – People likely to buy or sell in 12 months.
✅ Hot List – Active clients planning to buy or sell in 90 days.
✅ Local Collaborative Brokers – Market peers who provide insights and share inventory.

A CRM isn’t just about collecting names—it’s about staying connected to the right people.

🔎 Step 2: Mine Your Data Sources

Now that you know who belongs in your CRM, it’s time to pull their information systematically:

📩 Email & Calendar: Search for keywords like client, closing, contract, referral.
📱 Phone & Texts: Check frequent contacts—who do you engage with regularly?
🔗 Social Media: Review LinkedIn, Instagram DMs, and Facebook messages.
📑 Past Transactions: Pull MLS data from the last 3–5 years for past buyers and sellers.
🎟 Networking & Events: Consider past mastermind groups, conferences, and coaching programs.

A structured process ensures you’re capturing high-value contacts—not just filling a database.

📲 Step 3: Take Action As You Build

A common mistake? Waiting until your CRM is fully built before reaching out.

🚨 Don’t do that.
If a name surfaces, reach out immediately—send a quick text, check in, or schedule a coffee. Your CRM isn’t just for storing contacts—it’s for relationship management.

📊 Why This Matters: The ROI of a Well-Maintained CRM
Advisors who actively nurture their database see:
✔️ Higher conversion rates
✔️ More repeat business
✔️ Stronger referral pipelines

A CRM isn’t just an admin task—it’s a game changer for long-term success.

📌 Final Thought: Start NOW ✈️

This episode gives you the blueprint—now it’s time to execute. A strong CRM creates a predictable, enjoyable business when built with small, intentional steps.

📩 Get More Coaching & Resources

📬 Join My Email List:
https://askjimmiller.com/contact/

📲 Follow Me on Instagram:
https://www.instagram.com/askjimmiller/

🔗 Connect on LinkedIn:
https://www.linkedin.com/in/jimmillerchicago/

✈️ Where Do I Start? (CRM Strategy for Real Estate Advisors) | Monday Morning Pep Talk # 267

Welcome to Monday Morning Pep Talk! In Episode 268, I’m covering a simple but powerful principle that separates top advisors from the rest:

📌 Delivering the right message to the right person at the right time.

Your CRM isn’t just a database—it’s a tool that, when used correctly, builds trust, drives engagement, and increases referrals. But too often, advisors send generic messages, missing opportunities or even damaging their brand.

This episode breaks down how to structure your CRM so that every outreach is intentional, personal, and impactful.

📌 What You’ll Learn in This Episode:
✔️ Why segmenting your CRM into five key lists makes all the difference
✔️ How to refine messaging with strategic tags and filters
✔️ The secret to using notes effectively to deepen relationships
✔️ How a well-maintained CRM leads to better conversion rates and stronger trust

🚀 Step 1: Segment Your Database for Precision
Before sending another email or making another call, organize your contacts into five key lists to ensure your outreach is intentional:

✅ Top 100 Clients – Your most valuable past clients and VIPs
✅ Top 100 Referral Partners – People who consistently send business your way
✅ Warm List – Future clients likely to buy or sell within the next 12 months
✅ Hot List – Clients preparing to transact within the next 30, 60, or 90 days
✅ Local Collaborative Brokers – Trusted brokers you work with on pricing, inventory, and deals

This segmentation ensures you’re always speaking to the right audience.

🔎 Step 2: Use Tags for Hyper-Specific Messaging
Once you have your five lists, take it a step further with CRM tags. Tags allow you to personalize outreach based on:

🏡 Neighborhood & Price Point – Send market data or property alerts tailored to their interests
🎟 Events & Open Houses – Target clients with invitations based on past engagement
🎄 Holiday Gifting & Cards – Easily pull a list for thoughtful, seasonal follow-ups
📚 Shared Interests – Whether they’re sports fans, dog lovers, or wine enthusiasts, tagging personal details allows for authentic connections

Using smart segmentation + tagging means no more random emails—just strategic, value-driven communication.

📲 Step 3: Take Notes & Track Conversations
If you’re not logging details after every client conversation, you’re losing business.

Taking notes on goals, preferences, and life updates allows you to:

✔️ Personalize your follow-ups
✔️ Anticipate client needs before they even ask
✔️ Build stronger relationships that lead to long-term referrals

The best advisors don’t just remember names—they remember the details that matter.

📊 Why This Matters: Your CRM is an Asset, Not a Task
🔹 68% of real estate business comes from repeat and referral clients.
🔹 A well-maintained CRM increases conversion rates, builds trust, and drives long-term growth.
🔹 Advisors who master strategic follow-up don’t chase business—it comes to them.

This isn’t about collecting data—it’s about using it to strengthen your business.

📌 Final Thought: Start NOW
Your CRM should be more than a list of names—it should be the foundation of a high-performance, relationship-driven business.

Refine your database.
Be intentional with your outreach.
Commit to tracking every meaningful conversation.

Over time, you’ll see stronger relationships, higher engagement, and a business that runs on trust and authenticity.

👉 Subscribe & turn on notifications so you never miss a Monday Morning Pep Talk!

📩 Get More Coaching & Resources
📬 Join My Weekly Email List: www.askjimmiller.com
📧 Email Me: Jim@askjimmiller.com
📲 Follow Me on Instagram: www.instagram.com/askjimmiller
🔗 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago
🎧 Listen on Apple Podcasts: podcasts.apple.com/us/podcast/ask-jim-miller/id1490481207
🎵 Stream on Spotify: open.spotify.com/show/639ZlTcWjTNW9Cdq8QkwQJ


Right Person, Right Message, Right Time | Monday Morning Pep Talk #268

The future of wealth management isn’t just about managing portfolios—it’s about leveraging technology to deliver personalized, client-centric solutions at scale. As the industry evolves, advisors and firms must adapt to new digital tools, automation and AI-driven insights to remain competitive.

In this episode of the WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with David Crow, head of Axos Clearing at Axos, to explore how firms can harness technology, data and AI to better serve clients and drive efficiency.

Shannon and David discuss:

- The evolution of hybrid wealth models and what it means for the future of advice
- AI, automation and digital tools—where they add value and where the industry is still playing catch-up
- The Axos approach to integrating banking and investing to create a seamless client experience
- Emerging trends in clearing and custody

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Guest Name:

LinkedIn: David Crow: https://www.linkedin.com/in/crow-david/ 
Axos® Clearing: https://www.axosclearing.com/ 

About Our Guest:

David Crow is an accomplished executive with a wealth of experience dedicated to helping organizations optimize, scale, and transform. As Executive Vice President and Head of Axos Clearing, he leads the company’s strategic growth efforts, driving innovation and client-focused solutions that address the unique challenges each organization faces. His passion for cultivating strong client relationships is at the core of his work, with a focus on listening attentively, collaborating deeply, and connecting strategy to execution to deliver measurable results.

With over 25 years of experience in various financial services roles, from sales to relationship management, David has built a reputation for offering forward-thinking guidance that empowers clients to navigate the evolving financial landscape. His expertise in building tailored solutions has made him a trusted partner to clients across the country. Beyond his role at Axos Clearing, David is an active member of industry groups, serving on the SIFMA Private Client Services Committee and the FINRA Clearing Firm Advisory Committee.


The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire?

In this episode of the WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver holistic, personalized wealth strategies. Drawing on decades of experience serving ultra-high-net-worth clients, Jeff shares how Libretto takes institutional-grade planning concepts, like liability-driven investing, and makes them accessible, intuitive, and actionable for all investors.

Shannon and Jeff discuss:

- Why traditional risk tolerance tools often miss the mark—and what to use instead
- The role of LDI in hedging real-life client needs—not just targeting returns
- How Libretto empowers clients to move from a scarcity mindset to one of abundance
- Why personalization (not simulation) is the future of financial planning

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect With Jeff Coyle:
 
Libretto: https://www.libretto.io/ 
LinkedIn: Libretto: https://bit.ly/3SxpgOH 
LinkedIn: Jeff Coyle: https://www.linkedin.com/in/jeffcoylelibretto/ 

About Our Guest:

Jeff Coyle is the founder and CEO of Libretto, a powerful advice platform unifying planning, total wealth portfolios, and risk management for RIAs and family offices, offering an alternative to the risk tolerance and Monte Carlo ecosystem.
A former advisor, Jeff has 25+ years of experience managing UHNW clients and over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Over his career, Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust, and was Chief Strategy Officer at myCFO. In 2017, Jeff founded Libretto to streamline comprehensive advice delivery to private clients. He regularly speaks and shares his thought leadership at influential industry conferences and has been featured in prominent industry publications.

The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

- The significance of personal connection in client relationships and the integration of digital advisory tools 
- Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
- The role of technology in enhancing estate planning and the essentials of client preparation
- How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
- The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 
The Net Positive Consortium in Wealth Management: http://netpositivewealth.com 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Tom Orecchio:

Modera Wealth Management: https://moderawealth.com/ 
LinkedIn: Modera Wealth Management: https://www.linkedin.com/company/modera-wealth-management/ 
LinkedIn: Tom Orecchio: https://www.linkedin.com/in/tom-orecchio-cfa-cfp-5968b44/ 
Email: tomo@moderawealth.com 

About Our Tom Orecchio:

With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, “Good business. But it could be better.” 

At the recent WealthManagement EDGE conference in Boca Raton, Fla., David Armstrong, director of editorial strategy and operations for the Wealth Management Group at Informa Connect, spoke with Taylor Matthews, co-founder and CEO of Farther, to explore how the firm is seeking to improve the advisor experience and increase the operational efficiency of wealth management firms with home-built technology. 

Backed by a handful of well-known venture capitalists, Farther is a “tech-forward” RIA where the user experience improvements are as much for the advisor’s benefit as it is for the client: The goal was to create workflow efficiencies for advisors that translate into increased time spent with more clients than is found at a typical RIA. 

Taylor outlines how Farther also supports advisors with built-in marketing, lead generation and operational support. The conversation touches on the firm’s philosophy, use of AI, Taylor’s thoughts on the business investment environment for RIAs, and what the future may hold for his team’s firm.

David and Taylor discuss:

- How Farther’s technology was built from the ground up to solve daily inefficiencies that advisors face with disconnected tech stacks
- Why returning time to advisors is central to Farther’s strategy, enabling them to focus more on client work and growth
- The four-part growth engine at Farther, including done-for-you marketing and lead generation
- How Farther's internal teams support advisors in areas like estate planning, tax consulting and financial planning
- The firm’s long-term approach to growth without the constraints of private equity and why consolidation is reshaping the industry.

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Taylor Matthews:

Website: Farther Finance: http://www.farther.com 
LinkedIn: Farther Finance: https://www.linkedin.com/company/fartherfinance 
LinkedIn: Taylor Matthews: https://www.linkedin.com/in/taylormatthews 

About Our Guest:

Taylor leads Farther’s executive team and shapes the overarching strategy for the firm. Prior to founding Farther, Taylor was a member of the leadership team at ForUsAll, where he helped build the fintech retirement advisory firm from $25 million in assets under management to just under $1 billion in his two years there.

Taylor previously co-founded Essmart, a social enterprise distributing tech-for-development products in India, and was an investment banker and management consultant in his early career. He graduated from MIT Sloan with an MBA and Yale with degrees in philosophy and political science.

Taylor lives in San Francisco with his wife, three children, and a very excitable dog. As Victor Hugo wrote, “There is nothing like a dream to create the future.”

RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

Experienced financial advisor Sam Higginbotham tailors personalized solutions for individuals and businesses, offering expert guidance in financial markets, investment strategies, and wealth management. Known for his client-centric approach, Sam crafts complete plans, mitigates risks, and ensures a robust financial foundation.

📍 How to Make Your Mark in Any Industry
🎙️ Weekly interviews with entrepreneurs
⭐️ Hosted by Joe White & Cain Daniel
💎 Founders of Remic

I’m Leticia, and after 15+ years of managing global operations and marketing for some of the biggest names out there—think PepsiCo, Johnson & Johnson, and more—I’ve learned a thing or two about navigating the corporate world. I speak four-and-a-half languages (yes, that “half” is my ongoing love-hate relationship with German), and I've worked everywhere from Germany to Brazil before landing back home in Panama.

My journey has been anything but typical. I’ve gone from indie fashion designer to Senior Account Director, managing multimillion-dollar projects and leading teams across industries like procurement, beauty, and tech. I've survived career pivots, layoffs, and plenty of industry chaos. Now, as I search for my next big role, I’m sharing my story—the highs, lows, and all the lessons learned along the way—through my podcast.

I’ll be talking about everything from building strategies and leading teams to making those tough career transitions, with plenty of real talk and a bit of sass. Whether you’re hustling up the corporate ladder or just trying to figure out what’s next, I’ve got stories, tips, and maybe a few laughs to help you on your journey.

Jim Miller is a success mentor and life coach who guides top real estate brokers from around the country while managing 2.3B+ in sales production as Designated Managing Broker with Jameson Sotheby’s International Realty in Chicago, Illinois.  He is also recognized as a top real estate coach to top Sotheby's International Realty brokers in 35 luxury markets.

Inside Personal Growth provides listeners with over 1000 high quality interviews featuring leading authors in the field of personal development. This online podcast program is curated with content from international experts in the art of transformation. It is our mission here to tune listeners into an audio experience that will entertain and educate to help improve every facet of their lives. 

Since 2007, Inside Personal Growth has connected people with the wisdom and resources they need to work through challenges and strengthen their internal compass on the pursuit toward wellness and mastery. Our archive features over 800+ podcasts. Each show offers insight into the minds of writers behind leading book titles. 

Visit the website to browse our archive. We hope you enjoy this important, public resource. 

Are you an author, speaker or publisher in the field of personal growth? Contact us to learn more about how to get interviewed, advertise on our site and become an affiliate member. Find more information on our website: www.insidepersonalgrowth.com

This podcast is dedicated to sales leaders in the B2B space, where we share conversations about innovative and successful sales transformations to keep you up to date on the latest trends that will help you to effectively tackle the challenge of constructing and executing a profitable and sustainable sales process.

New tracks tagged #ClientRelationships