Happy holidays—and let’s be real: the markets, the economy, and “the plan” don’t look clean right now. In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table. Here’s the uncomfortable truth: most advisors are selling the same portfolio...
All content for NoBS Wealth is the property of Stoy Hall, CFP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Happy holidays—and let’s be real: the markets, the economy, and “the plan” don’t look clean right now. In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table. Here’s the uncomfortable truth: most advisors are selling the same portfolio...
12 Days of Giving Day 6: How a Dermatologist Went Viral by Finally Just F*ing Doing It
NoBS Wealth
15 minutes
3 weeks ago
12 Days of Giving Day 6: How a Dermatologist Went Viral by Finally Just F*ing Doing It
Most business owners aren’t losing opportunities because they’re bad at what they do. They’re losing because nobody knows they exist. Why? Because they refuse to show up. In this 12 Days of Giving episode, I’m back with my sister-from-another-mister, Kristina Hall of Hall Social Media, to talk about one brutal truth: at some point, you’ve got to just f*ing do it**. That idea you’ve been sitting on? That video you’re scared to post? That content you’ve been overthinking for six months? Yeah. T...
NoBS Wealth
Happy holidays—and let’s be real: the markets, the economy, and “the plan” don’t look clean right now. In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table. Here’s the uncomfortable truth: most advisors are selling the same portfolio...
