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...
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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...
Silence Doesn’t Pay: Your Q4 Leverage Window w/ Dr. Renee Baker
NoBS Wealth
39 minutes
2 months ago
Silence Doesn’t Pay: Your Q4 Leverage Window w/ Dr. Renee Baker
This is your leverage window. Q4 is when companies lock budgets, finalize promotions, set equity, and protect retention risk. Translation: decisions are being made about you—often without you. If you stay quiet, you’re already behind. In this episode, Dr. Renee Baker joins me to dismantle the myths and give you a real plan to negotiate raises, titles, and equity without begging or breaking. We tear into the fear narrative—layoffs, headlines, “be grateful and wait your turn.” Gratitude without...
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...
