What’s up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful and top downloaded Do Business and Do Life moments from 2023.
We were fortunate enough to feature so many amazing guests that have truly impacted the way we do business and life! What better way to start off the year than to share those gold nuggets with our DBDL community, all in one easy-to-digest episode!
KEY TAKEAWAYS:
- The White T-Shirt Story – Anthony Pellegrino
- You Don’t Have to Sacrifice Freedom to Grow Your Business – SHP Financial
- How Writing a Book Can Generate New Business – Dan Deverna
- The Power of Hiring a Great EA – Clayton Alexander
- Helping Clients Dream The Impossible – Vantage Point Financial
- Handling Office Conflict as a Leader – BAM Advisory Group
- What to Do When Clients Aren’t the Right Fit? – Michelle Short
- Giving Generously – Tom Jacobs
- How Reading 50 Books Changed His Life – Wayne Wagner
- Cracking the Code on Attorney Referrals – Victor Medina
HOW TO HANDLE CLIENTS WHO ARE NOT A GOOD FIT
CREATE A COMPANY CULTURE THAT ENCOURAGES HONEST FEEDBACK
THE MORE YOU GIVE, THE MORE YOU GET
SELECTED LINKS FROM THE EPISODE:
- Anthony-Pellegrino.com
- Anthony Pellegrino on LinkedIn | Twitter
- DBDL 016: How Building a Business that’s Bigger than Him Unlocked $250M+ of Growth Annually
- SHP Financial
- SHP Financial on Facebook | LinkedIn | YouTube
- DBDL 004 – SHP Financial on Generating $250M of New Assets in a Single Year
- Dan DeVerna Website
- Dan DeVerna on LinkedIn | Facebook | YouTube
- DBDL 008: Triad Member: Dan DeVerna —The Client Referral Strategy that Resulted in $36M of New Assets
- Teton Wealth Group
- Clayton Alexander on LinkedIn
- DBDL 020: Triad Member: Clayton Alexander – Checking Your Ego, Replacing Yourself, and Prioritizing Family
- Vantage Point Financial
- Tim Kuntz on LinkedIn
- Jeremy Reiland on LinkedIn
- Nick Reiland on LinkedIn
- DBDL 024: Triad Member Interview: Shifting to a Leadership Mindset to Unlock Multi-Office Growth
- BAM Advisory Group
- BAM Advisor Group on LinkedIn | Facebook | YouTube
- David Afraimi on LinkedIn | Facebook
- Kristy Afraimi on LinkedIn
- DBDL 028: How Empowering a Team Unlocks Exponential Growth
- Michelle Short on LinkedIn
- DBDL 36: Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
- Jacobs Financial
- Follow Tom Jacobs on LinkedIn
- DBDL 012: Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars
- Vizionary Wealth Management
- Wayne Wagner on LinkedIn
- Vizionary Wealth Management on YouTube
- DBDL 040: Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team
- Palante Wealth Advisors
- Palante Wealth Advisors on Facebook | Instagram | LinkedIn
- Victor Medina on LinkedIn
THIS WEEK’S FEATURED REVIEW
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MIC DROP MOMENTS
- “My kids get one shot at childhood. It’s what we make of it for them. Be more present. That is the epitome of Do Business. Do Life.” – Anthony Pellegrino
- “People will forget 90% of what you say, but they’ll remember how you made them feel.” – Anthony Pellegrino
- “We didn’t understand how to run a business. We had to learn through trial and error and a lot of bad mistakes.” – Derek Gregoire
- “It’s my job to be the best salesman I can be because people are better served when they leave the room.” – Dan DeVerna
- “If you want something scalable, it has to be bigger than yourself.” – Clayton Alexander
- “Your most finite resource is not money. It’s time. And if you don’t have somebody to protect your time, then you’re basically subject to just being blown around like a tumbleweed in the wind.” – Brad Johnson
- “Our mission is to help not only our clients, but our team and our community to live lives beyond what they thought possible.” – Tim Kuntz
- “Leaders need to be calm and confident.” – David Afraimi
- “It’s about growth as a firm, not just growth in numbers.” – Michelle Short
- “It’s not what we leave to our kids, it’s what we leave in our kids.” – Wayne Wagner
- “Because lawyers tend to be very driven by doing the right thing and they tend to value the people that can do the right thing, you could establish really strong relationships just by being great.” – Victor Medina