Podcast – Enlighten Fractional

Episode XX.I Trusted Wealth Advisors, The Expectations of the Value Add Generation

sean December 17, 2024 No Comments

The wealth management space has increased dramatically with the most recent numbers being over 15,000 advisory companies in the United States which has doubled in the last 20 years. However,…

EPISODE XVII: Your Client has a deeper objective than your product or service. Do you know what it is?

sean December 2, 2024 No Comments

Chris Beauchamp with the Client School takes us on an insightful and enlightening journey around a concept he has termed the “Client Story of Care”. From talking about how…

EPISODE XVI – Capital Gains Got You Down? – Important Wealth Strategies to Help Ease the Pain

sean November 14, 2024 No Comments

As we get closer to the end of the year and inevitably the start of a new government administration, it is the right time to think about how you are…

EPISODE XV – Sales Strategies for Growing Businesses; Focusing on the Individual, Not the Problem

sean November 14, 2024 No Comments

Every business has a product or service to sell and many of these products and services help business owners and individuals to solve or avert a challenge the company will…

EPISODE XIII: You Leave Oil Changes to Professionals, Should You Do the Same with Hiring?

sean September 18, 2024 No Comments

All businesses have the same challenges; hiring, motivating and most importantly, retaining great employees. And while most business owners and executives are excellent at their role, many times they are…

EPISODE XIV: Networking; Listening Like Your Business Depends On It

sean September 17, 2024 No Comments

The skill of attentive and active listening is now and has always been the key to effective networking. Today we have a gentleman that has built his successful career on…

EPISODE XII: 50% of Your Marketing is Working, Do You Know Which 50%?

sean August 5, 2024 No Comments

According to Deloitte Consulting, advertising costs have increased by 50% over the last 5 years due to the increased number of channels and noise in those channels. Today we talk…

Episode XI: Handling the Increasing Costs of Employee Benefits

sean July 29, 2024 No Comments

Dan Fallon, a Principal at One Digital gives us some sage advice on employee benefits. Dan talks about the importance of the Benefits Administrator, where to see red flags in…

Episode X: Building Company Strategy is Like Setting Family Values: Set Them Before They Get Too Big

sean July 22, 2024 No Comments

We have quite a treat for you all this week. My twins, Huey and Hazel take the microphone to interview me on how to grow companies revenue and decrease costs…

Episode NINE: Leveling the Benefits Playing Field for Small to Mid-Sized Businesses: PEOs Explained

sean July 15, 2024 No Comments

Meg Gilland, Sr. Business Advisor at G&A partners steps away from her client advocacy role to help us understand how small to mid-sized businesses can benefit from the use of…

Category: Podcast