Sarry Ibrahim is a financial consultant and health and life insurance agent who specializes in serving high net worth individuals, real estate investors, business owners, and retirees. He has extensive experience transitioning retirees from retirement plans to individual Medicare plans and has a reputation for putting his clients first.
Sarry is known for his ability to provide financial strategies that protect assets and for his expertise in identifying areas of certainty in financial projections. He has earned the trust and confidence of clients over the years and helps business owners protect their assets from various risks as a licensed advisor.
During the show we discuss:
What Financial Asset Protection is
The Common Financial Assets that You Want to Protect
The Common Risks to Financial Assets, and How They Can Be Mitigated
The Common Mistakes that People Make When It Comes to Protecting Their Financial Assets
How to Start Creating a Financial Plan
How to Choose the Right Investment Strategy
The Role of Insurance in Protecting Financial Assets, and How to Choose the Right Policies
What a Trust is, and What Its Role is in Protecting Your Financial Assets
The Benefits and Disadvantages of Having a Trust
How to Minimize Your Tax Liability While Protecting Your Financial Assets
How to Minimize Debts While Protecting Your Financial Assets
How to Take Advantage of Technology in Protecting Your Financial Assets
How to Choose the Right Financial Advisor
Resources:
https://thinkinglikeabank.com/
https://finassetprotection.com/
https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you
Joe Ardeeser is a former digital agency owner of 12 years. He’s worked with notable brands such as Bluetooth, T-Mobile, and Scantron and built his agency from just himself to a team of 12.
After selling his agency, Joe decided to take his passion for sales and proposal writing and create Smart Pricing Table - interactive proposal software that cuts down on back and forth, incorporates upsells and helps generate proposals at lightning speed.
As a small business owner, Joe learned that so much of being successful comes down to closing quality clients quickly. Joe loves talking about all things business-related but in particular, enjoys discussing proposals, systems and operations.
During the interview we discuss:
What a Business Proposal is, and Why You Should Write One
What a Good Business Proposal Contains
What You Should Avoid Including in a Business Proposal
Why Your Business Should Invest in Your Proposal Process
How You Can Write Better Business Proposals
The Challenges in Writing a Business Proposal, and How to Avoid/Overcome Them
What and How to Prepare Before You Start Writing a Proposal
How to Maximize Engagement from Prospects After Sending Proposals
Resources:
https://www.smartpricingtable.com/
Axel started Wizest by bringing together the co-founding team around a clear vision and mission: building a solution that makes investing more approachable, collaborative and transparent.
After an early career in France and Spain as an industrial engineer working mainly in the automotive industry, Axel came to the US to get his MBA from MIT.
He then started his finance journey, serving as the head of strategy and transformation for two banks, leading areas like strategic and commercial planning, product development, marketing, operational efficiency, compliance, digital transformation and M&A. During this time managed an online bank, VirtualBank, and, before starting Wizest, launched another online bank, one from scratch, TotalDirectBank.
During the show we discuss:
How to Choose the Right Investment for You
Th Good Investments for Those That are Just Starting
The Low-Risk Investment Types That Have Decent Returns
The Best Investments to Take Advantage of In The Market Right Now
The Most Promising Startup Investments to Check Right Now
How to Start Investing
How to Get Funding for Your Investment
The Best Next Steps to Take After You’ve Made Your Investment
Where to Look for The Best Financial Advice in Making Investments
Tips/Strategies to be Successful in Investments
The Differences Between Traditional and Modern Investments
How to Take Advantage of Technology in Making Investments
Resources:
https://www.wizest.com/
Don W. Long is a respected entrepreneur of two businesses that have generated more than $100 million in sales. Don has authored several books including his international sales book Sell or Don’t Eat.
Don’s cross-disciplinary teaching style is a match for corporate training, conferences, panels, workshops. As an experienced entrepreneur and speaker, Don inspires audiences to seek radical transformation through his direct, relatable, and passionate speaking style.
During the show we discuss:
The 3P’s of Developing Your Sales System
Why You Need to Systematize Everything
How to Develop the Policies, Processes, and Procedures to Scale Your Company
How to Sell When You Suck at Selling
How to Make a Client Experience Map that Will Keep Your Clients From Wanting to Leave
The 3P’s of the Hiring Process
The Best Practices in Team Communication
How to Develop New Leaders in Your Organization / Business
The 3P’s of Training and the Things to Keep in Mind in Training Your Clients and Your Team
What Personality Profile Testing is and Why It is Important in Your Business
How to Approach Planning Itself for Every Aspect of Your Business and How to Intelligently Implement These Plans
Resources:
https://www.donwlong.com/