Showing results by author "Jim Munchbach" in All Categories

What Matters Most contains clear principles about building relationships with clients based on trust. Jim calls this kind of relationship a "purpose-centered-alliance" because it focuses on the hopes and dreams of the client.

Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers. Executive Life Coaching is the focus of ...

He’s a former State Farm Agent, former Wall Street broker, a practicing Certified Financial Planner™ Professional, and CEO of Munchbach Family Office. Join Jim Munchbach in his weekly video podcast as he creates the world’s first Wiki Video Podcast right before your eyes.

Maddie for President is a weekly #video #podcast focused on empowering kids to become capable, confident and courageous citizens in a culture of consumerism filled with chickenhearted people. We talk about everything you wish you learned about life, love, and discipline — including money.  It's all from the perspective of a brilliant beautiful two-year-old girl growing up in Houston Texas with her big brother, Caleb. Maddie and Caleb are never afraid to exercise their American Right to #FreeSpeech and everyday they discover new words! Pops and Lovey are always there to help translate ...

Welcome to The Missional Money Podcast where you build a compelling Financial Plan Online with CFP® Professional Jim Munchbach. Each week you get Tips, Tools, and Toys to Save More Money, Pay Lower Taxes, And Build a Better Retirement." This dynamic podcast is specifically designed for DIY Investors, Families, and Small Business Owners, empowering you to take control of your financial future. 💼💰🏠 Join us on this engaging podcast journey as we provide invaluable insights and practical wisdom to help you navigate the complex world of personal finance and wealth management. Whether ...

The Blue Book Daily Podcast is a daily devotional for Followers of Jesus. Brought to you by FamilyPodcastNetwork.com and Munchbach Family Office in Houston, Texas.

Money Study Group is a weekly podcast that teaches you how to become a millionaire by age 50. The #podcast is primarily for students of Personal Finance at the Bauer College of Business at University of Houston — but anyone who wants to learn the principles and process of building wealth is welcome! Money Study Group is also an online course and each semester, we add something cool to the online course to make it better. This semester (summer 2021) we’re adding a podcast in iTunes and everywhere podcasts are played. When you leave a 5 Star Review in iTunes, we will give you a personal ...

In Make Your Money Count, Jim Munchbach describes four types of people.

Purpose-Centered Selling equips financial professionals and their teams to become masters in the art of building and managing relationships based on trust - so that you keep your best clients and grow your financial services business with great clients for life.