Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story, on Amazon. Charles Alexander, our guest, is THE top facilitator for helping professionals reduce their hours worked, while delighting their clients even more. And, yes, some of you can have a 4-day workweek! You are a key part of our conversation, where: 1. You'll learn the simple process to significantly reduce your hours worked; 2. You'll be able to form or join a community of like-minded people to actually achieve this vital goal; and 3. Know the next steps to take, even if you're not sure you should reduce your hours worked (just kidding on that one).

Resources mentioned in the podcast: website (for info, podcasts, and explainer videos help); Charles' LinkedIn profile (to sign up for the free group Q&A session, then the free actual 30-day game plan chat)
Mike Sakraida's email
Money, Balance, Joy website

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Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon. Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States. You are a key part of our conversation, where: 1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms.
Resources mentioned in the podcast: website (for info, sign up for newsletter, and read related articles); elzweig@elzweig.com (Share your situation, even if not looking, and hear his initial thoughts)

Support the Show.

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Bill Cates, our guest, is THE expert on helping financial advisors and other professionals obtain a strong and steady stream of quality client referrals. You'll be the key part of an enjoyable conversation, where: 1. You will hear how you can be successful with client referrals, even if you've struggled with it in the past; 2. You will feel confident in your ability to become a client referral master; and 3. You will have a clear and easy next step to getting started on mastering client referrals.
Mentioned resources for your next steps - website (for info, newsletters, and podcasts); order book, The Language of Referrals ; and email Bill (to share your situation and to have Bill orient you in the right direction)
Contact Mike Sakraida - email Money, Balance, Joy website

Support the Show.

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story