How To Connect Better With Others

Tips from Planner Finance

I recently talked with Chad Hufford, a financial planner, about how to focus on the future for both personal and business finances. Chad shared great advice in our chat on setting and reaching long-term goals. Here's a summary to help guide you to financial success.

Chad believes in the power of having clear future goals. It's not just about dreaming big but breaking those dreams into steps you can take. This makes any big goal feel more achievable.

In an age where screens dominate our lives, it's surprising to learn that direct mail, a method many consider old-fashioned, still has a strong impact. I talked with Mike Gunderson, a direct marketing guru, to uncover the secrets behind direct mail's success in the digital era.

The Power of Relationships in Sales

The human element remains a cornerstone for success in the fast-paced sales world. Building and nurturing relationships cannot be overstated despite the surge in technology and digital marketing strategies. My discussion with Mark Phillips, a pioneer in education and sales, sheds light on why genuine connections are crucial in sales, especially in today’s tech-driven environment.

Tax Tips for Business Owners: A Simple Guide

I host a podcast about starting and running businesses. Recently, I talked with Shmulie Munitz, a top tax advisor, about making taxes easier for entrepreneurs. Here's a summary of what we learned.

For many business owners, taxes feel complicated. Shmulie, who helps entrepreneurs with taxes, says we should see taxes differently. Think of them as tools to save money, not just paying bills.

Learn how AI is transforming sales and customer support from AI pioneer Thomas Ryan of Bigly Sales. Get insights on AI accuracy, impacts on customer experiences, early adoption benefits, concerns about replacing humans, and why businesses must embrace this technology revolution or get left behind.

Retired Navy Captain Dr. Anthony Simmons blends leadership expertise, engineering mastery, and consulting savvy to champion organizational wellness. Gain wisdom on self-aware emotional intelligence, embracing authenticity and diversity, retaining the human element in technology adoption, and holistically enhancing performance. Discover resources for elevating cultures.

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Sales expert Jeremy Sandell explains how cultivating grit, self-belief, responsibility, mentorship, and leading with authenticity and empathy transforms sales approaches. Learn key lessons on overcoming adversity, establishing trust and loyalty, retaining personalization in automated environments, and embracing resilience and emotional intelligence for entrepreneurial success.  Sales POP! and Pipeliner CRM

Chief Experience Officer Deevo Tindall defines unapologetic branding, emphasizing authenticity beyond buzzwords and consistency across customer touchpoints. Learn strategies including revamping brand messaging, analyzing buyer trends and competition, understanding target audiences, adapting to change, and leveraging future technologies. Gain insights on standing out through innovative yet genuine branding. 

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Leadership expert Dr. Derrick Love provides profound insights on the pivotal role of self-awareness for effective leadership, including leading oneself first, bridging generational divides, championing team strengths over weaknesses, and initiating reflective practices. Gain perspective on navigating today’s diverse workplace and understand how self-examination transforms leadership capacity. 

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Philanthropic coach Barron Damon dispels myths that giving is just for the wealthy, sharing how anyone can contribute time, money, or expertise to a better society. Learn key lessons on understanding your “philanthropic why," researching organizations, giving strategically, seeking guidance, and living your legacy. Gain insights on maximizing impact, volunteering beyond donations, aligning values with causes, and fulfilling your potential as a philanthropist.

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