WATCH

▶️ Watch this episode on YouTube

***

EPISODE DESCRIPTION

In this episode, Mike shares the first 3 fundamentals of "The 30 Steps of Success", a new series aimed at helping listeners in their own business journey. Drawing on over 30 years of his own experience, each episode will contain a deep dive on 2-3 topics that have led to the success Mike has today. He believes that by implementing some of these steps, listeners can revolutionize their career and build a sustainable, referral-based business.

Steps that are discussed:

→ CRM: A springboard to longevity, personalized client journaling, and team communication.

→ The Follow-Up: Mike's follow-up process, receiving client permission, and focusing on the client, not the transaction.

→ Selling the Benefits: Moving away from the rate conversation, providing value to the client, and the power of stories.

***

CONNECT WITH THE SHOW

🎙️ Old School, New World Podcast: Old School, New World: The Life of An Entrepreneur

📺 Old School, New World YouTube: @OldSchoolNewWorld

📸 Old School, New World Instagram: @OldSchoolNewWorld

***

CONNECT WITH MIKE

📸 Mike Dias' Instagram: @migueldias26

👥 Mike Dias' Facebook: @Mike.Dias.9231

***

CONNECT WITH DNA LENDING GROUP

🔗 DNA Lending Group Website: www.dnalendinggroup.com

📸 DNA Lending Group Instagram: @DNALendingGroup

📋 DNA Lending Group LinkedIn: @DNALendingGroup

👥 DNA Lending Group Facebook: @DNALendingGroup

⏰ DNA Lending Group TikTok: @DNALendingGroup

***

Hosted on Acast. See acast.com/privacy for more information.

WATCH

▶️ Watch this episode on YouTube

***

EPISODE DESCRIPTION

In this episode, Mike is joined by Joanna Muzzatti. Joanna is the President & CEO at Commerx from Mississauga, Ontario, one of the few women-led companies in the IT solution space. With a deep passion of entrepreneurship and leadership, she has dedicated her career to Commerx while fostering a legacy of care and personal touch for every client. Having held various roles with the company, Joanna brings a unique perspective to her leadership, emphasizing meaningful relationships and pro-active customer engagement.

Joanna is here to discuss:

→ Her journey to the top of Commerx, succession planning, and the future of Commerx.

→ Fostering a company culture of collaboration, and righting the Commerx culture.

→ Succeeding in a male-dominated field, paying attention to your internal energies, and advice for women and her younger self.

Commerx Website: www.commerx.ca

Commerx LinkedIn: @Commerx

Joanna Muzzatti's Email: joanna.muzzatti@commerx.ca

Joanna Muzzatti's LinkedIn: @JoannaMuzzatti

***

CONNECT WITH THE SHOW

🎙️ Old School, New World Podcast: Old School, New World: The Life of An Entrepreneur

📺 Old School, New World YouTube: @OldSchoolNewWorld

📸 Old School, New World Instagram: @OldSchoolNewWorld

***

CONNECT WITH MIKE

📸 Mike Dias' Instagram: @migueldias26

👥 Mike Dias' Facebook: @Mike.Dias.9231

***

CONNECT WITH DNA LENDING GROUP

🔗 DNA Lending Group Website: www.dnalendinggroup.com

📸 DNA Lending Group Instagram: @DNALendingGroup

📋 DNA Lending Group LinkedIn: @DNALendingGroup

👥 DNA Lending Group Facebook: @DNALendingGroup

⏰ DNA Lending Group TikTok: @DNALendingGroup

***

Hosted on Acast. See acast.com/privacy for more information.

WATCH

▶️ Watch this episode on YouTube

***

EPISODE DESCRIPTION

In this episode, Mike is joined by Ryan Henderson CFP, CIM, FCSI. Ryan is a Financial Advisor at Edward Jones from Toronto, Ontario, who's been with Edward Jones for over 17 years, starting right before the 2008 financial crisis. Ryan works with individual investors, retirees, professionals, and business owners to achieve their personal and financial goals. Ryan earned an Honours Bachelor Degree in 2001 from the University of Western Ontario in London, and has been a Certified Financial Planner® since 2009. In addition, he holds the Chartered Investment Manager (CIM®) and am a Fellow of the Canadian Securities Institute (FCSI®).

Ryan is here to discuss:

→ How he got started in the financial industry and navigating the 2008 financial crisis, building trust and long-term success with clients through conversation and processes, and embracing human centred leadership.

→ Issues plaguing the Financial Advisor industry, what consumers should be looking for in financial guidance, and CIRO regulations and why more regulation is a good thing.

→ The mindset of a successful investor, looking for opportunities in fluctuating markets, and current trends in the overall market.

Edward Jones Website: www.edwardjones.ca

Ryan Henderson's Email: ryan.henderson@edwardjones.com

Ryan Henderson's LinkedIn: @RyanHenderson

***

CONNECT WITH THE SHOW

🎙️ Old School, New World Podcast: Old School, New World: The Life of An Entrepreneur

📺 Old School, New World YouTube: @OldSchoolNewWorld

📸 Old School, New World Instagram: @OldSchoolNewWorld

***

CONNECT WITH MIKE

📸 Mike Dias' Instagram: @migueldias26

👥 Mike Dias' Facebook: @Mike.Dias.9231

***

CONNECT WITH DNA LENDING GROUP

🔗 DNA Lending Group Website: www.dnalendinggroup.com

📸 DNA Lending Group Instagram: @DNALendingGroup

📋 DNA Lending Group LinkedIn: @DNALendingGroup

👥 DNA Lending Group Facebook: @DNALendingGroup

⏰ DNA Lending Group TikTok: @DNALendingGroup

***

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.