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OTHER EPISODES IN THIS PODCAST
SummaryThis week's Coffee Klatsch mixed Summit logistics (hotel block deadline, new Level 1/2 reports, Claire AI now live for all subscribers) with a lively debate on prospecting — Joseph Frasko's signal-tracking approach on X/Reddit versus Mike Garrison's referral-driven, written sales process — w…
SummaryThis week's Coffee Klatsch tackles sales compensation and what really motivates people to perform — the hunter-vs-farmer divide, why paying on margin (not revenue) and trailing rather than upfront matters, and the recurring problem that most owners can't define what "good revenue" even looks…
SummaryThis week's Coffee Klatsch tackles the execution gap—why even the best strategic plan stalls once it's time to implement. Joseph walks the group through why clients (and advisors) so often lack the capacity to execute, and makes the case for assembling a task-specific team around each client…
SummaryThis week the group untangles when a valuation should run on revenue versus earnings, and how to talk clients through it when their own investment banker is citing a different number. George previews CLARITY's next release: a portfolio-style login, a fintech-inspired report redesign, five-ti…
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