Podcast
144: From Humble Beginnings to Financial Success: Jude Wilson's Journey
In this episode of the Axiom Podcast, host Devin Dash sits down with Jude Wilson, owner of Financial Strategies. Jude, who has 25 years of experience in retirement planning, shares his inspiring journey from growing up in a large Haitian immigrant family to becoming a successful wealth advisor. He discusses his motivation to help others, his experiences in acquiring a business, and the challenges and rewards of working alongside his spouse. Packed with actionable insights, this episode is a must-listen for small business owners and entrepreneurs aiming to grow their ventures while fostering a strong sense of purpose and community.
143: FTC Ruling Life Insurance Strategies, and Small Business Insights with Mark Clark
In this episode of the Axiom Podcast, host Devin Dash and co-host Joey Brannon sit down with Mark Clark, partner at Prestige Planning RM. Mark shares his journey from corporate America to becoming a financial advisor with a passion for people. The conversation delves into the practical applications of life insurance for small business owners, the impact of recent FTC rulings on non-competes, and innovative strategies to attract and retain key employees. Tune in to discover how life insurance can be a versatile tool in your financial planning arsenal.
87: Preparation - Place
You've had weeks -- dare I say months -- since this important date was put on the calendar! Yet there you are, worn thin with stress, trying to finalize the details of this important pitch. If only we prepared better. But what does that look like?
In this episode, we dive into the second element of skillful preparation and discuss the importance of place for being prepared.
Where should one prepare?
How should we set up a place so it's conducive to planning?
43: Get Out of the Way (Grow With Purpose Chapter 7)
The tools you need to plan and execute the long-term goals that will lead to the growth of your business, instead of just putting out fires.