Posts

Rewriting Your Money Narrative with Dr. Dan Pallesen

/in , , , , , , , , , , , , , , , , , /by

In this thought-provoking episode, Bill sits down with Dr. Dan Pallesen, a renowned wealth manager and psychologist, to dive deep into the concept of money scripts.

Together, they explore the unconscious beliefs and behaviors that shape our financial lives, discussing the impact of early money messages and the powerful role they play in our wealth management and personal growth.

Dr. Pallesen shares valuable insights on identifying and overcoming money scripts, highlighting the importance of self-awareness and introspection in fostering a healthy relationship with money. To learn more about Dr. Dan and the work he does, go to https://www.drpallesen.com.

If you’d like to learn more about how Bill can help you and your team reach your potential, go to https://resources.billcaskey.com/corporate-training

 

Subscribe to The Bill Caskey Podcast to get this delivered to your phone weekly!

 

 

Financially Navigating Through Crisis | Interview with Mark Cade

/in , , , , , , , /by

As we continue our twice weekly series on the business disruption caused by the coronavirus, I thought it might be beneficial to bring you some advice from a financial professional.

On this episode I interview Mark Cade, CFP and Financial Advisor. Mark gives you some ways you can navigate this financial crisis and some benefits that it might eventually bring you.

You can also download Mark’s Investment Hole Document here, https://caskeytraining.com/monthlybundle/mainwp/investmenthole.

By the way, if you’re a sales leader or a CEO and oversee a sales team that’s not quite performing up to par, go to billcaskey.com/wth to download my free checklist on how to get them back in shape!

Also mentioned in this podcast:

Interview With Mark Cade

/in , , , , , /by

On this week’s episode of The 2X Podcast, Bill wanted to change things up a bit and instead of talking about sales and strategies he decided to have a conversation with a good friend and wealth planner, Mark Cade.

Bill and Mark discuss creating and managing wealth. They also give you some different ways to think about wealth creation. Just by changing your attitude about money can make drastic changes to your finances.

Go to https://billcaskey.com/risewebinar to join our upcoming webinar for Sales Leaders on August 16th!

Also mentioned in this podcast:

Three Tips That Will Improve Your Mindset Right Now

/in , , , , , /by

I’ve heard many authors say that once they write a book, they never look at it again. That is definitely not me. I wrote Same Game New Rules over 12 years ago, but I still refer to it when I want to create content for a blog or to offer people useful advice.

I often find myself referring back to Chapter 20 in Same Games New Rules. This chapter is one of my favorites because I discuss the laws of money. It is vital that you understand the laws of money if you want to improve your work ethic and your mindset.

Law #1: The less you care about money, the more you’ll make.

When you become needy of money or business, you push away the very people who can help you. If you approach your client with more interest in solving problems than getting money, and the client is someone you can and want to help, you’ll automatically attract more business and money to you than you ever thought possible.

Law # 2: Push your clients too hard and their money will leave with them.

Your goal should be to create an environment in which your client pulls you along. The optimum strategy is to have your prospect selling you on why he needs you. On your first call, simply lay out your intent with a non-threatening, servant-like attitude.

During this time, resist the temptation to close the deal. Even when you know you can help, continue to explore options with your client, allowing him to pull you along. Never get more excited than your prospect.

Law #3 If you trap your clients, they’ll run.

When you pursue a sale in the traditional way, you, in essence, stand over your client, trapping them so that it is nowhere for them to go but out the door. Your goal should always be to leave your client an escape hatch.

If you have found these tips useful, click the button below to check out the full version of Same Games New Rules.

LEARN MORE ABOUT SAME GAME NEW RULES

Problems and Solutions In Talking Money With Prospects

/in , /by

To say that the discussion of money is the most important part of the sales process might be an over-reach. BUT, the fact is that if you aren’t willing to embrace the conversation about money, then you will be at a disadvantage further into the sales cycle.

Why do so many people have so many qualms with talking money? Well, in this Whiteboard Wednesday, Bill Caskey deals with it head-on, discussing the problems, the causes and the solutions that await you. As with any roadblock in the sales cycle, it all begins with “the inner game.”