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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Hello my name is Tim LeBon. I'm author of two books, Wise Therapy and Achieve Your Potential with Positive Psychology Welcome to the Practical Wisdom for Busy People Podcast. I’m passionate about teaching the wisest ideas philosophy and psychology have to offer to help us to live well. I hope this short podcast brings you practical wisdom today.
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Welcome to the Heart Space podcast - sharing simple, practical wisdom teachings for modern times. We discuss various wisdom teachings - with a focus on Buddhism (although not exclusively) - and how we can relate them to our everyday, modern lives. We'll also explore a host of nature based connection and meditation practices. Host, Nicola Fanucchi, is an avid meditation and mindfulness practitioner and incorporates nature in her approach. If you enjoy the podcast, please rate and subscribe. P ...
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Host Steve Stein interviews various best-selling authors, experts, and thought leaders in the self-help community and helps bring their messages down to 'street level' to make these vital concepts accessible to every day people. In this day of digital overload, it’s hard to string together even two moments of mindfulness. Each week, join Steve Stein, a long time member of the personal development community, as he interviews best-selling authors for practical ideas and concepts on mindful liv ...
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Martin Gonzalez is the creator of Google’s Effective Founders Project, a global research program that uses people analytics to uncover what makes the best startup founders succeed and shares their success formula with the world. He has run leadership courses for thousands of tech startup founders across seventy countries in the Americas, Asia, Afri…
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There is a powerful strategy that most B2B salespeople, and B2B organizations, ignore. That’s too bad, because it is one of the most powerful ways to build long-term positive relationships. Let me show you how to leverage satisfaction. Dave Kahle’s goal is to provide sales leaders and small businesspeople with practical actionable ideas that can ma…
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Dr. Carla Ortega Santori is the Strategic Initiatives Manager at the Doerr Institute for New Leaders. Prior to this, she developed learning and development strategies at a leading healthcare company in Puerto Rico. Carla has worked as an Executive Recruiter and volunteered as an AmeriCorps VISTA. She holds a Ph.D. in Industrial/Organizational Psych…
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Snippets are powerful tools for a professional salesperson. You can use them in multiple places in the sales process, improving every piece. This article examines the what’s how’s and why’s of using snippets. Dave Kahle’s goal is to provide sales leaders and small businesspeople with practical actionable ideas that can make an immediate impact on y…
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As Trove’s Chief Executive Officer, Amjed Saffarini guides the organization from both a growth and customer-centric perspective, building a nationally recognized, award-winning family office that focuses on exceptional outcomes and outstanding client service. As a board member and CEO, he leads a team of experts who serve as trusted advisors for ou…
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We’ve all done it. Promoted a good salesperson, often our best, to sales manager. My files are full of cases where the results were below expectations for everyone involved. Principals and CSOs are often disappointed in the lack of results, and the sales managers are confused and frustrated with the lack of achievement of their teams. *************…
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Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, ex…
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“I have great relationships with my customers.” That is one of the most debilitating myths around -- one that cripples the performance of the average corporate salesperson. Yet, it is endemic within the population of salespeople. I am not sure that there is a salesperson anywhere who doesn’t, to some extent, believe it. Let’s look a little deeper a…
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Dr. Megan Reitz is Associate Fellow at Saïd Business School, Oxford University and Adjunct Professor of Leadership and Dialogue at Hult International Business School. She focuses on how we create the conditions for transformative dialogue at work and her research is at the intersection of leadership, change, dialogue and mindfulness. She is on the …
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There is a great lesson for businesspeople in the struggles of contestants on American Idol and Sha k Tank. .There is a fine line between perseverance and self-delusion. Understanding that difference can make a huge difference in a life and a business. Here are some tips on making the distinction. Dave Kahle’s goal is to provide sales leaders and s…
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Shaun Rozyn has almost two decades of global experience developing enterprise leaders across the globe. Shaun is currently a Managing Director at Duke Corporation Education, the corporate education arm of Duke University based in Durham, N. Carolina. Duke CE has been consistently ranked number one in the world for delivering customized executive ed…
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A question from a sales manager: "Here’s an issue that I confront with my salespeople all of the time. They are afraid to press for the next step, because they don’t want to experience the rejection of hearing a “NO.” So, they try to keep the sale alive by not asking for resolution. This keeps them involved with customers who aren’t interested and …
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Dr. Mansour Javidan is a multiple award-winning and bestselling author and executive educator whose teaching and research interests span the globe, Thunderbird School of Global Management at Arizona State University received his MBA and Ph.D. degrees from the Carlson School at the University of Minnesota. He is the Garvin Distinguished Professor an…
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There are a lot of misconceptions about sales and what constitutes a good sales call. Whether you are a professional salesperson, or you find yourself in a situation where you must convince people to do business with you – say a solopreneur, or small business person -- you need to manage a good sales call. In this podcast, I present a couple of eas…
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Kate Bennis is a professional actor and clinical social worker who draws from the skills and techniques of the theater, therapeutic training, and years of experience, to give her clients everything they need to communicate as their fullest, most perfectly imperfect selves. Kate’s Presentation and Communication practice is grounded in practicing the…
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Review my answer to this question: Here’s a question about best practices for B2B sales and sales leadership that I struggle with almost daily. I’m definitely known for having very high expectations that aren’t so easy to meet. I wondered if you could elaborate on what strategies you have seen succeed regarding this, because while I’m sure open to …
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Do great B2B sales people, regardless of what they sell, have any practices in common? In other words, do the best sales people all sell the same way? And, can we learn from them? Dig into this issue and develop a plan to enhance your career. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presen…
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Dr. Dave Ulrich is the Rensis Likert Professor at the Ross School of Business, University of Michigan, and a partner at the RBL Group, a consulting firm focused on helping organizations and leaders deliver value. He has published over 200 articles and book chapters and over 30 books. He edited Human Resource Management 1990-1999, served on editoria…
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Over my career as a sales expert, I’ve personally and contractually worked with over 500 sales organizations. I’ve learned some things. Here’s one: Very few chief sales officers have a good handle on the economics of the sales force. And very few entrepreneurs think about the economics of a sales system. Almost everyone can tell you what the amount…
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Founder, CEO, and president of EDWINS Leadership & Restaurant Institute Brandon Edwin Chrostowski is renowned for changing culinary and hospitality training—in and out of the nation’s prisons—while preserving French cooking traditions. His mission-driven effort to train and staff former prison inmates at his flagship French restaurant and nonprofit…
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Sales leaders who don’t have the ability to direct their sales force are at a strategic disadvantage. It’s hard to grow a successful business if the salespeople won’t take direction. In this post, we explore that and offer a solution. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 4…
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Christina Helena is a speaker, playwright/performer, and founder of My Scar is Sexy, based in New York City. As one of the youngest pancreatic cancer survivors with a thirteen-inch scar across her abdomen, she is redefining the stigma behind trauma and pain with one simple thought: “Your scar is the sexiest thing about you.” Most recently, Goalcast…
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There have been hundreds of books written about sales, each trying to make a case for their particular nomenclature. Yet, at the most basic level, sales is a relatively simple process. In this excerpt from one of my books, I share the simple sales process. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13…
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Colonel Matt Horner, Ph.D., is the Director of Staff of the Dean of Faculty and was recently nominated for the role of Permanent Professor for Character and Leadership Development at USAFA. He has served in multiple administrative and instructor roles in the Directorate of Athletics and is an Assistant Professor of Management, teaching courses on o…
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Dr. Stoller is Chairman of the Education Institute at Cleveland Clinic. He holds the Jean Wall Bennett Professorship of Medicine at Cleveland Clinic Lerner College of Medicine and the Samson Global Leadership Academy Endowed Chair. He is a pulmonary/critical care physician in the Cleveland Clinic Integrated Hospital Institute. He serves as the Seni…
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This is my answer to a question submitted by a sales manager: How many sales calls should a salesperson make? The answer may surprise you. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states and 11 countries and worked with over 500 sales organizations. In these ten-minute podc…
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Since 2005, Amy Elizabeth Fox has served as one of the founders and Chief Executive Officer of Mobius Executive Leadership, a global transformational leadership firm. For the last twenty years, she has been a leadership and culture change advisor to eminent professional services firms and Fortune 500 companies and facilitated immersive executive de…
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Probably the most common sales process in the B2B world is ‘creating a client”. That’s my terminology for influencing a customer to buy routinely and repeatedly from you. Every organization and every salesperson can do it better. Here’s some insights on how to. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has author…
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Dr. Jonathan W. White is professor of American Studies at Christopher Newport University. He is the author or editor of 17 books covering various topics, including civil liberties during the Civil War, the USS Monitor and the Battle of Hampton Roads, the presidential election of 1864, and what Abraham Lincoln and soldiers dreamt about. Among his aw…
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The decision about who to hire for a sales position is one of the riskiest and potentially costly decisions a sales manager will make. Over my 30 years as a sales consultant, I’ve learned some lessons. Here are some of the best practices to help you make it better. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has au…
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Nadia Taranczewski holds a Master of Psychology, Master Certified Coach, executive coach, keynote speaker, and author of Conscious You: Become the Hero of Your Own Story. She has worked as a coach and organizational developer since 2001. Her company, ConsciousU, makes culture change scalable through its blended learning online-based coaching progra…
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Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…
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Most conversations about improving a sales team’s productivity center around the salespeople. At the same time, it is just as effective to refine your sales system’s structure. In my 30 years of sales consulting, I’ve found that the quickest way to improved sales is through refining the structure. Join with me to unpack this idea. Dave Kahle is a B…
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Dr. Barbara Kellerman is a Fellow at the Harvard Kennedy School’s Center for Public Leadership. She was the Founding Executive Director of the Center, and a member of the Kennedy School faculty for over twenty years. Kellerman has held professorships at Fordham, Tufts, Fairleigh Dickinson, George Washington, Christopher Newport, and the Tuck School…
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For 30 years I’ve been training B2B sales forces to sell better. I ‘ve learned some things. This is one of the 25 most important lessons’ I’ve learned – that you can choose your thoughts, and thus control your attitudes, your behavior and your destiny. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 boo…
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Dr. Alis Anagnostakis is a group facilitator, coach, and adult development researcher walking the fine line between the study and the practice of leadership development and human transformation. Over the past 15 years, her work has focused on designing and implementing learning journeys that help foster leaders’ maturity and practical wisdom. She i…
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It seems that almost everyone wants to jump to a conclusion based on a 20-second sound bite solution, instead of taking the more time-consuming but more accurate process-oriented path. The consequences are huge, and most people have never considered them. That’s one of the 25 most important lessons I’ve learned. Dave Kahle is a B2B sales expert, an…
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Dr. Nadir Zafar is a Singaporean national who holds several leadership roles.He is the Director of the Singapore Leaders Network (SGLN), where he leads a national movement to prepare Singaporeans for global leadership roles. SGLN is funded by the Singapore Economic Development Board (EDB) and managed by the Human Capital Leadership Institute (HCLI)…
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In this podcast, I respond to this question: My new sales manager is having a difficult time getting our experienced sales force to execute a number of the changes we have implemented in the past year. Any suggestions? Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states and 11 …
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Dr. Keith Grint has been Professor Emeritus at Warwick University since 2018. He spent 10 years working in various positions across a number of industry sectors before switching to an academic career. His first undergraduate degree (Sociology) was from the Open University in 1981, and his second (Politics) from the University of York in 1982. He re…
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How often have you gained a good idea, decided to implement it, but failed to put it into action? Our inability to convert ideas into action is a universal part of human nature. But if you could, you’d supercharge your personal and professional growth, become more confident and competent, and be more successful and fulfilled. Let’s dig into this is…
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Dr. Angelica Larios, PMP is a business and project manager with more than 20 years of experience in implementing software projects related to business intelligence, planning, and consolidation of financial solutions based in software applications to support the business decision process. She is the founder and CEO of ALACONTEC, an IT consulting com…
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In this session, I respond to these two questions: 1. Q. Dave, I’m a sales manager, and I’m increasingly losing my patience with salespeople who constantly whine and complain. Any thoughts on how to handle the chronic whiners? 2. How do you deal with potential sales people who think they are ‘entitled’? Dave Kahle is a B2B sales expert, and a Chris…
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Dr. Laura Empson is Professor in the Management of Professional Service Firms at Bayes Business School, University of London, and holds Research Fellowships at both Harvard Law School and the University of Cambridge. She has dedicated 30 years to researching professionals, professionals, and the professions, and is a globally recognised expert in t…
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Welcome to another enlightening episode of the StreetSmart Wisdom Podcast. In today's session, we have the privilege of hosting a riveting discussion with esteemed guests Sherry Turkle and Jon Kabat-Zinn. As we delve into the complexities of our increasingly digital world, Sherry and Jon explore the profound impact of digital technology on human em…
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: “I’m spending more and more time dealing with information. It’s squeezing out my selling time.” Welcome to the information age. You are not unique. This problem of information inundation is a relatively new but almost universal threat to your livelihood. Four or five years ago, sales professionals were not too concerned with it. Today, it can mak…
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Dr. Kathy Allen specializes in leadership coaching and organizational change in non-profit organizations, foundations, small to mid-sized businesses, community development, higher educational institutions, and collaborative networks. Dr. Allen has written and presented widely on topics of leadership, human development, and organizational developmen…
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The world is changing more rapidly today than at any time in human history. Unfortunately, these forces of rapid change have brought a cloud of confusion to CEOs and sales executives trying to grow their businesses. One of the most common sales and marketing mistakes is a set of actions I call “popcorn.” Consider it with me. Dave Kahle is a B2B sal…
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Dr. Steve Kempster is an Emeritus Professor of Leadership Learning and Development at Lancaster University Management School and is an Associate Partner of the Regenerative Alliance. He has published broadly on leadership learning, leadership of purpose, and responsible leadership with five books and many articles and chapters. Steve leads the Good…
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