The 2x2 for Consultants

How to Stop Losing the $100K You Worked Hard to Make

52 min · 6 de may de 2026
Portada del episodio How to Stop Losing the $100K You Worked Hard to Make

Descripción

The more your money you make, the more complicated it gets to manage it. Think taxes, structure, payroll – and a whole set of decisions no one teaches you how to make. But Lorie Jones [https://www.linkedin.com/in/loriejones/], founder of Fearless Financial Advisors [https://www.linkedin.com/company/fearless-financial-advisors/], has built her career helping founders manage what comes next financially. In this conversation, we go deep into the three stages every founder goes through – and how to navigate each one.

Comentarios

0

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de The 2x2 for Consultants!

Prueba gratis

Empieza 7 días de prueba

$99 / mes después de la prueba. · Cancela cuando quieras

  • Podcasts solo en Podimo
  • 20 horas de audiolibros al mes
  • Podcast gratuitos

Todos los episodios

46 episodios

Portada del episodio AMA: Should I Charge a Referral Fee?

AMA: Should I Charge a Referral Fee?

One of the questions I get asked all the time is whether consultants should be paid for referring business to someone else.    The answer is yes, but I understand the hesitation. Asking for compensation can feel awkward, especially when all you're doing is making an introduction.    But here's the way I think about it: when you refer someone, you're creating value for everyone involved. You're helping a consultant find an opportunity they may not have found on their own, and you're helping a client find someone trustworthy to solve a problem.    That's not just an introduction; it's value. Referral fees are simply a way to recognize that value.    In this podcast episode, I answered some of the most common questions I hear about referral fees.

1 de jul de 202615 min