How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Advisors Assemble Podcasts
Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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Build, launch, and scale your SaaS with real strategies from founders who’ve actually done it. Honest conversations about what’s working in SaaS growth, recurring revenue, and building products people want. The SaaS Podcast shares in-depth interviews with proven SaaS founders and entrepreneurs, where we unpack the real stories behind the wins, failures, pivots, and lessons learned along the way. You’ll discover practical insights you can use to get traction, reach product-market fit, grow yo ...
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461: GoProposal: How to Sell a Bootstrapped SaaS for 8-Figures - with James Ashford
1:16:40
1:16:40
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James Ashford built GoProposal, a pricing and proposal platform for accountants, on a $5,000 WordPress multisite. Five years later, he sold it to Sage for eight figures with just 12 people on the team. But the path to that exit wasn't about raising money or building fancy tech. It was about moving faster than well-funded competitors, staying closer…
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Bing Ads Vs Google Ads - Which got cheaper mortgage applications? Lead Gen Case Study
10:42
10:42
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Many people assume Bing is cheaper due to less competition, while others dismiss Google Ads as too expensive. We put those assumptions to the test with comparable budgets to see which platform truly offers the best value. What you will learn by listening: The Shocking Cost Difference: Discover which platform was the "clear winner" in this specific …
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What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you.Feat Mary Sterk & Julie Chadwick#moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts:…
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Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth.Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our a…
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460: Assembled: From 8 Months Without a Dollar to 8-Figures - with Ryan Wang
54:23
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Ryan Wang is the co-founder and CEO of Assembled, an AI platform for customer support that helps companies manage both human and AI agents more efficiently. Today, Assembled is an 8-figure ARR company with about 120 people, serves several hundred customers, and has raised $71 million. But getting there was brutal. Ryan and his co-founders spent two…
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459: Everflow: From Selling Just Screenshots to $30M ARR SaaS - with Sam Darawish
45:57
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Sam Darawish sold his first startup for $50M, then invested a few hundred thousand of his own money into Everflow. He didn't pay himself for two years. Most founders would never show screenshots at a trade show instead of a working product, but that's exactly what Sam did — and it landed his first customers. Today, Everflow generates nearly $30M AR…
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458: Read AI: The 8-Figure Playbook for Product-Led Growth - with David Shim
56:32
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David Shim sold his first startup for $200M, but when he started Read AI in 2021, he built something that failed spectacularly — 5% retention after 30 days. Instead of pivoting to chase revenue, he focused obsessively on fixing one metric: day-one ROI. Today, Read AI generates 8-figures in ARR, adds a million accounts monthly, and spends virtually …
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Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one.#mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family…
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Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement.Feat Mary Sterk & Julie Chadwick#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: …
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457: Spectora: Bootstrapping to $27M ARR by Serving vs Selling - with Kevin Wagstaff
57:26
57:26
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Kevin Wagstaff and his brother Michael turned a $5,000 investment into a $27 million ARR home inspection software business—without raising venture capital for the first six years. After nine months of customer research, they built Spectora by focusing on one philosophy: serve before selling. Kevin answered every support message within 60 seconds fo…
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Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit.#forbes #financialplanner #wealthmanagement #sterkfinancialservicesFeat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts…
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#OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives.Feat Mary Sterk & Kelsey Bankey#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk”…
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456: Mailtrap: From 20,000 Email Disaster to 7-Figure SaaS - with Sergiy Korolov
58:35
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Back in 2011, Sergiy Korolov's team accidentally sent 20,000 test billing emails to real customers—a complete disaster. They built a simple internal tool to prevent it from happening again, shared it with the Ruby on Rails community, and it exploded. Fast forward to today: Mailtrap generates seven-figure ARR with 100,000+ monthly active users. The …
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455: Accelevents: How 5 Years of Nights & Weekends Built a $10M ARR SaaS - with Jonathan Kazarian
42:52
42:52
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Jonathan Kazarian built Accelevents to $10 million ARR working nights and weekends for five years while keeping his hedge fund day job. But when COVID hit just as he went full-time, every event worldwide got canceled and revenue dropped to zero – forcing him to borrow $75,000 from his father's retirement to survive. Instead of waiting it out, Jonat…
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454: Fyxer: From Executive Assistant Agency to $18M ARR AI SaaS - with Richard Hollingsworth
50:13
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Richard Hollingsworth bootstrapped an executive assistant agency to $5M ARR, then pivoted to AI and grew from $1M to $18M ARR in just 8 months. Today, Fyxer serves thousands of professionals with their AI email assistant, and Richard's team has grown from 4 to 40 employees while raising over $40M. Richard and his brother Archie started with data fr…
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453: StackAI: From MIT PhD to 7-Figure Enterprise AI Platform - with Bernard Aceituno
43:33
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Bernard Aceituno went from PhD research at MIT to founding StackAI, a no-code AI platform that's now generating 7-figures in ARR with over 100 enterprise customers and $16M raised. In this episode, Bernard shares how he pivoted from academia to entrepreneurship, why his first product wasn't solving the right problem, and how a perfectly-timed MVP l…
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