Get Ready!
Insights, conversations, and trusted resources to help you ask better questions, make confident decisions,
and become financially ready before life happens.
🙌 On the latest episode of The Get Ready Money Podcast, I spoke with Kat Walsh, Chief Legacy Officer and Philip Adu, Founder of the Center f...
🙌 On the latest episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, the founder and CEO of Baoba USA about changing the way w...
In this episode, I spoke with Tanya Hall. Tanya discussed branding and the future of written content.
We discussed:
Do you know how to bui...
Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make yo...
In this episode, of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and tr...
“Keep your mind open to new perspectives and possibilities to help people” - Emily Adams
“For every initiative, think about how you can hel...
Any analysis should be measurable and quantifiable - David Paul
In this episode of GET READY!, I spoke with David Paul who specializes in t...
Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger
In this episode of GET REA...
Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, ...
The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be pas...
“Work hard & insure your income” Jack Schmitz
“Challenge yourself to think about others who’ve had major health issues. You can live throug...
“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s...
“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside fo...
🙌 On the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think...
“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the...
On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll c...
“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for y...
“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an ...
“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prosecu...
It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the finan...
“It’s your story, you own it, you get to write the story that you’re going to tell, you get to write the story that you’re going to live” - ...
“My #1 tip is to have a plan, which sounds complex for people, but quite literally just asking a couple of questions, like when do I want to...
“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Don...
Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over you...
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