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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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(00:00) Why Most Agencies Fail
(06:26) The Psychology of Client Retention
(12:17) How to Manage Client Expectations and Build Trust
(18:46) The Ethics of Selling
(25:52) Building Vision-Driven Client Journeys
(32:29) How to Build Scalable Systems
(39:46) Why Retention Is the Real Path to $1M/Month
(44:41) Jordan Platten’s Thought on AI
(52:28) The Risk of Not Owning Your Tech
(56:27) The Future of Online Business
(01:04:29) Will AI Replace Humans?
(01:10:32) Funnels That Actually Work Now
(01:14:48) The Reality of Coaching in the AI Era
(01:18:02) The Profit vs. Growth Dilemma
(01:23:10) How to Build a Profitable Brand
(01:28:22) The Biggest Leverage in Business
(01:33:58) Jordan Platten’s Business Mindset
(01:39:26) The Power of Infinite Leverage
(01:45:40) The Biggest Issue with Founders
(01:51:57) Life After Making Millions
(01:56:08) Legacy vs. Lifestyle
(01:59:34) Jordan Platten’s 3-Year Vision
Chapters
1. The Future of Agency Business (00:00:00)
2. Communication as the Key to Agency Success (00:12:01)
3. Client Acquisition vs Retention Strategies (00:35:35)
4. Building Trust Through Expectation Setting (00:58:38)
5. Navigating the Ethics of Online Business (01:18:51)
6. AI's Impact on Agency Evolution (01:41:22)
7. Three Crucial Lessons from a Decade in Business (01:54:35)
8. The Importance of Mentorship and Learning (01:55:46)
316 episodes
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