Category Archives: Financial Services

Lori Price: Guiding Women to Affluence Through a Key Secret to Financial Success

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In today’s interview, Lori Price, long-time financial advisor and CEO of Price Financial Group, talks about the challenges people face while planning out their finances for the long-term. She touches on the kinds of decisions that tend to sabotage people’s futures, and some tips anyone should consider to prevent long-term money troubles.

She also tells stories about how she helped her clients remain financially sound for a long time, despite living longer than they themselves have anticipated.

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Candace Bahr: Changing the financial success of women

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Going through divorce can be one of the most difficult and expensive things anyone can go through. In this episode, Candace Bahr, talks about the resources available through the non-profit that she co-founded: Women’s Institute for Financial Education (Wife.org).

Wife.org has helped thousands of divorcees across the country with Second Saturday, a program that has provided assistance to many men and women in dealing with the legal, financial, and psychological aspects of divorce.

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Lisa Lamarche: The Importance of Health, Wealth, and Calm in the Face of Adversity

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In today’s podcast, Lisa Lamarche, CERTIFIED FINANCIAL PLANNER™ and co-founder of Milestone Wealth Advisors, talks about the importance of being financially and physically fit in order to enjoy health and wealth in the long-term.

She touches on her own personal struggles and triumphs that propelled her from being an accountant at a large firm to becoming the co-owner of a company that offers clients superior, comprehensive wealth management.

Lisa then talks about how she believes that physical fitness meshes well with her own principles in financial fitness.

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Marketing Madness Surprises

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At the NCAA Men’s Basketball Tournament this year, the big underdogs didn’t hold up. They usually don’t. It’s always interesting and fun when the underdog makes a run at the title, but most always, those that are favored end up on top (my team, Syracuse, was not destined to be a winning underdog this year).

In business, most of us are actually the perennial underdog. We are fighting for more people to recognize us,

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6 Absolutes for Your Website in 2016

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Yes, your website needs to have a great design with layout, graphics and photography and be responsive (so that it looks great on any device). But there are some absolutes for your site that need to be taken into account as well. When considering what your website must have in 2016, start with these 6 absolutes.

1. Clearly define the “one thing” that you want prospects to know about your firm (i.e. our team sets us apart).

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