Little Talks for PEAK Performance

Gradient - Team Peak - 12-year Anniversary

24 min · 16. feb. 2023
episode Gradient - Team Peak - 12-year Anniversary cover

Description

In our latest episode we reflect back on the last 12 years at Gradient, our journey, and many memories along the way. Is Team Peak Gradient's annual Valentine?

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8 episodes

episode Episode 6: Building a YouTube channel to generate leads artwork

Episode 6: Building a YouTube channel to generate leads

We are pleased to share with you Dan Wendol, CFP of Dolphin Financial Group. Dan is a successful financial advisor with a growing YouTube channel. We discuss Dan's journey in his practice and how he arrived to generating leads from his YouTube channel.   Daniel J. Wendol is the founder and CEO of Dolphin Financial Group. He is a CERTIFIED FINANCIAL PLANNER with a focus on income management and retirement planning.  Financial Coach: As an investment advisor representative, he is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. With experience in the insurance world, Daniel is not afraid of using insurance products and integrating them with traditional investment management strategies.  Daniel had previously worked in the heart of the investment world in New York City as an equities trader through both bull and bear markets. He earned a Bachelor of Science in Investments from Babson College where he graduated with Honors as a Presidential Scholar. Daniel holds a CFP Certification, a Series 65 license as well as his life and health insurance license.    Dan is an accomplished author:   The co author of - The Spending Window - How intermittent spending can improve your finances by Daniel J. Wendol & Angelo R Derosalia  The co author of - A retirement Reality Check - Are you doing what you should be doing? by Daniel J. Wendol, Edward J. Wendol & Thomas J. Tyrkala   https://www.youtube.com/c/Dolphinfinancialgroupfl  For more information on this episode or the software used to make this video please call Dustin Hawks or Chris McPheron at 1-800-407-4137   **The opinions herein may be from personal experience and may not necessarily be those of Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only.  We do not purport to offer tax, accounting, or legal advice. Financial Professional Use Only.**

8. juni 202240 min
episode Episode 5: Jimmy P - 3 Keys to ensure you live a full day! artwork

Episode 5: Jimmy P - 3 Keys to ensure you live a full day!

In this Episode we talk with Jimmy P (Pomerance) about the 3 keys to living a full day. A nationally recognized presentation, communication and sales skills consultant, Jimmy Pomerance is well-known for his skill at teaching bold, innovative, “out of the box” strategies for getting results—no matter the changes or challenges in the marketplace. Jimmy has worked extensively with top performers in financial services as a National Sales Training Director for AIG, SunAmerica, Cole Capital Markets, and as a Southern Division Sales Manager for Sun Life Financial Services to help teach, coach, and train financial professionals to increase their productivity and deliver greater results. With a background performing improvisational comedy, his speeches and seminars are humorous, entertaining and full of energy, which serves to keep his audiences engaged and ensures that the message is well received.      To contact Jimmy P and Impact Speakers Phone: 954-288-5467  www.impactspeakers.com  jimmyp@impactspeakers.com

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