09 Dec

Posted at 03:00h in Podcast
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There’s nothing new under the sun. So if you want to attract the right clients, you need to find creative solutions. Matthew Sullivan welcomes Wesley Earp, the Founder of WEInvested. Wesley shares with Matthew about the different creative endeavors he engaged in, from blogging to podcasting. The key is consistency. You need to put energy into your future goals and plans every day. Discover simple strategies on how to find creative solutions for your clients. Tune in!

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HOW TO FIND CREATIVE SOLUTIONS FOR YOUR CLIENTS WITH WESLEY EARP

02 Sep

Posted at 03:00h in Podcast
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Don't make your clients feel wrong; give them other options. Matthew Sullivan's guest in this episode is Bob Wheeler, the founder of The Money Nerve. Matthew shares with Bob his experiences in dealing with clients over the years. Some clients will never want to listen, while others are eager to know what solutions you can offer. It's a matter of finding the right client and building a long-term relationship with them. Never transact for the sake of making a quick buck off of someone. Keep it relational, and you will find fulfillment. Tune in!

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LISTEN TO THE PODCAST HERE

Bob Wheeler - Author, CPA And Founder Of The Money Nerve

Bob's witty and non-judgmental approach to personal finance provides guidance to anyone who wants to create a new path to financial freedom