George Sandmann
Growth-Drive's Business Advisor Coffee Klatsch
Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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Автор
George Sandmann
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Сайт подкасту
Останній епізод
30 вер 2026
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Епізоди
Growth-Drive Coffee Klatsch 03-11-2025 12.03.2025 57:26
Summary The conversation revolves around the themes of building a profitable advisory business, the future of financial planning, strategic planning, and the role of growth advisors. The speakers discuss the importance of educating business owners, crafting effective messaging, and guiding clients through their growth journey. They emphasize the need for collaboration and strategic planning to enh...
Coffee Klatsch 03-04-25 04.03.2025 1:06:24
Summary : In this week's conversation George Sandman, founder and CEO of Growth Drive, discusses the importance of business advisory, community networking, and strategic planning for business owners. The conversation covers the enhancements in the C3D course, the significance of exit planning, and the role of mentorship in guiding business owners. Additionally, the discussion highlights tax strate...
Growth-Drive Weekly Coffee Klatsch 02-25-2025 27.02.2025 57:18
Summary: The conversation revolves around the C3D course, its structure, content, and the importance of community engagement and mentorship in the learning process. Participants discuss the emotional aspects of client interactions, the significance of understanding client motivations, and strategies for effective engagement. The dialogue emphasizes the need for practical application of knowledge a...
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