Insights with Vision

Meet the Millennials

Podcast Episode 155: Meet the Millennials The largest demographic currently engaged in the...

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Who’s Retiring Early?

Podcast Episode 154: Who’s Retiring Early? If you knew which marketing demographic was MOST...

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When Your Kids Say NO to College

Podcast Episode 153: When Your Kids Say NO to College What happens when your client’s children...

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Before You Defer RMDs

Podcast Episode 152: Before You Defer RMDs The SECURE Act 2.0 has extended the RMD minimum age to...

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More Money 2 Market

Podcast Episode 151: More Money 2 Market Learn the details of our enhanced 2023 Money 2 Market...

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Your 12-Month Marketing Plan

Podcast Episode 150: Your 12-Month Marketing Plan What if you could create an entire One-Year...

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Understanding Generation X

Podcast Episode 149: Understanding Generation X Born between 1964-1980, Gen Xers are the...

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$68 Trillion and Counting

Podcast Episode 148: $68 Trillion and Counting One of the largest intergenerational transfers of...

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SECURE Act 2.0

Podcast Episode 147: SECURE Act 2.0 First Glance Here’s a “first glance” look at the SECURE Act...

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The Money Magnet

Podcast Episode 146: The Money Magnet Want to know how to attract MORE customers to do business...

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Tax-Free Exchanges

Podcast Episode 145: Missing Opportunities Using Tax-Free Exchanges IRC 1035 allows you to...

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Are You Thinking What They’re Thinking

Podcast Episode 144: Are You Thinking What They’re Thinking Start the week off right with...

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Getting to the Top of Your Game

Podcast Episode 143: Getting to the Top of Your Game In this installment of the Vision Success...

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Why Customers Are Disappearing

Podcast Episode 142: Why Customers Are Disappearing Start the week off right with Insights from...

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Turn 120 Paperclips into $5 Million

Podcast Episode 141: Turn 120 Paperclips into $5 Million Start the week off right with Insights...

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Send Your Kids to College For FREE

Podcast Episode 140: Send Your Kids to College For FREE Start the week off right with Insights...

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Create Your Expert Book Without Writing a Word

Podcast Episode 139: Create Your Expert Book Without Writing a Word Start the week off right with...

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Persuasive Marketing 101

Podcast Episode 138: Persuasive Marketing 101 Start the week off right with Insights from Vision....

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Make More Money Every Time You Speak

Podcast Episode 137: Make More Money Every Time You Speak Start the week off right with Insights...

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Riches Are in the Niches

Podcast Episode 136: Selling Secrets #40, Riches Are in the Niches Start the week off right with...

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