Imagine that 68% of our clients leave because they feel we don’t care. Then visualize having authentic heart-based retention strategies, proven to minimize client losses, while organically generating a substantial number of loyal clients through referrals. Catch a glimpse of how Janice opens a conversation by applying her fine-tuned curiosity. Notice how genuinely interested she is in building a relationship with her guests – heart-based business owners and entrepreneurs. In mere minutes, guests generously share their most sweet and powerful retention systems that you can adopt today! As a seasoned relationship marketing specialist, Janice invites us to listen in weekly, as she reveals how to nurture and build relationships in real-time. The Relationships Rule podcast’s aim, is to help you naturally ease your networking fears, so you can adopt strategies that amplify your client list, because the facts are, that today, success is built on a foundation of strong relationships. You can relax now, knowing you can activate your relationship marketing plan, by simply tuning in to Relationships Rule each week.
https://www.janiceporter.com
episode 231: How You Do Money is How You Do Life | RR231
In the spotlight today is Kim Curtis, President & CEO of Wealth Legacy Institute. She speaks passionately about the topic of financial literacy. Kim’s story starts with a red paper ticket for school lunches and a heap of student loan debt that began her journey to becoming a CEO of a wealth management firm. She has shared the stage with astronaut Buzz Aldrin and been featured on the jumbotron in Times Square. She has advised State Governors, national TV personalities and even cage-fighting superstars in the UFC.
You’ll love her passion for her award-winning highly personal client-centric planning model, and her holistic approach to integrated wealth management – which she says anyone can learn and adopt.
I know you will enjoy her stories and advice, whether you are just getting started or nearing retirement.
In this episode you will learn:
- The impact of parental beliefs and early experiences on one's relationship with money
- The importance of taking control of your financial destiny and the power of self-belief
- How you do money is how you do life
- Women's financial roles
- Transforming a complicated money mindset into a confident one
- The importance of financial education
- How to instill healthy money beliefs in the next generation
A little about me:
I began my career as a teacher, was a corporate trainer for many years, and then found my niche training & supporting business owners, entrepreneurs & sales professionals to network at a world-class level. My passion is working with motivated people, who are coachable and who want to build their businesses through relationship marketing and networking (online & offline). I help my clients create retention strategies, grow through referrals, and create loyal customers by staying connected.
In appreciation for being here, I have a couple of gifts for you.
A LinkedIn Checklist for setting up your fully optimized Profile: https://www.janiceporter.com/linkedin-training.html
An opportunity to test drive the Follow Up system I recommend by sending a FREE greeting card (on me): www.sendacardeverytime.com
Connect with me:
http://JanicePorter.com
https://www.linkedin.com/in/janiceporter/
https://www.facebook.com/JanicePorterBiz
https://twitter.com/janiceporter
Join our Relationships Rule community on FB here:
https://www.facebook.com/groups/relationshipsrule/
Thanks for listening!
Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
Subscribe to the podcast
If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.
Leave us an iTunes review
Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
Mentioned in this episode:
LinkedIn Ad