financial planning Archives

From Cold Calling to Millionaire | Spencer Lodge

By Rick JordanPosted on September 9, 2025Posted in Business, Culture, Ethics, Podcast, Pyschology, Society, TechnologyTagged business development, cold calling, entrepreneurship, financial advisor., Financial Education., financial planning, networking, rapport building, referrals, rejection, sales process, sales strategy, sales techniques, Sales training, sustainability summitNo Comments

About the Episode Spencer Lodge blew my mind today. Top 100 most influential people in Dubai. Sales legend. Financial planning expert. This man built an empire on four simple steps that most people completely ignore. Spencer doesn’t believe in cold calling. Says it’s ridiculous. Waste of time. Instead he built a system that generated 45 […]

Make It, Keep It, Duplicate It | Philip Meranto

By Rick JordanPosted on September 2, 2025Posted in Business, Culture, Ethics, Podcast, Pyschology, Society, TechnologyTagged business coach, business strategy, coaching philosophy, emotional intelligence, entrepreneurial mindset, financial planning, life transitions, limiting beliefs, mindset coach, personal branding, personal development, Philip Moranto, pro skateboarder, professional sports, skateboarding careerNo Comments

About the Episode Philip Moranto’s story hit me different. Former pro skateboarder turned mindset coach. But this isn’t your typical athlete success story. This is about surviving chaos and choosing to rebuild. Philip grew up in a world most of us can’t imagine. Father had him at 47. Brothers in their 50s. Out till one […]

Building Wealth, Exits, and a Legacy | Robert Indries

By Rick JordanPosted on December 3, 2024November 27, 2024Posted in Business, Culture, Ethics, Podcast, Pyschology, Society, TechnologyTagged business exits, business framework, business growth, business strategies, business success, entrepreneurial journey, financial planning, financial struggles, intentional action, market validation, outside pressure, partnership building, personal transformation, strategic thinking, validation importanceNo Comments

About the Episode I’ve had the honor of sitting down with Robert Indries, a man who knows how to dream big and execute even bigger. In this episode, we unpack Robert’s incredible journey from being down to his last $100 to owning and scaling 11 thriving businesses, with three successful exits. Robert shares his game-changing […]