CATEGORIES
ACCOUNTING, FINANCES, INVESTMENTS | BRANDING | CEO MINDSET
CLIENT EXPERIENCE | MARKETING | SYSTEMS, PROCESSES, WORKFLOWS
Episode 202 Shop Talk: Tracking investment KPIs, AI for content creation, and FAM reflections
Get insights about using AI tools for content creation, the work we are both doing with marketing professionals to tell our business stories, and KPIs we track to truly gauge if financial investments are moving the needle.
Ep 186 Show me the money
Dive into financial planning, expense management, profitability misconceptions, and strategic decision-making to foster business growth in the travel industry.
Episode 179: Master Hour with Travis Shelton of the “Meaning Over Money” Podcast
Join us for a behind-the-scenes look at an Advisor Accelerator Master hour call – we welcome Travis Shelton, an executive financial coach and host of the Meaning Over Money podcast, to help us find the meaning behind the work we do and the $ we bring in.
Ep 164 Shop Talk: Financial Goals, Hiring, and Marketing Evolution
Whitney and Brianna compare notes about running their travel businesses covering finance coaching, marketing strategies, client segmentation, and the mental shift required as an entrepreneur shifts into a CEO role.
Episode 20: Choosing the Right Fee Structure for Your Business
In this episode, Whitney and guest Kate share why they charge fees and HOW to do so while embracing your own style, expertise, and business approach. It’s not a “one size fits all” topic, which is why you’ll get varying opinions in this episode!