Financial Strategy In The Time Of COVID With Steve Croft And Dave Forsgren

11/05/20 • 37 min

Every day, there are always changes. And because of the COVID challenge, people are now looking at their finances a little differently. On today’s podcast, Jen Du Plessis interviews two special guests - Steve Croft from Sterling Professional Group and Dave Forsgren from Financial Growth Concepts – to bring a fresh, new look at the financial landscape and how things have changed with people and their outlook. Steve is a business development manager with over 40 years of domestic and international experience in corporate management. Dave is a financial strategist who provides accountants and financial advisors with advanced growth and tax planning strategies.

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Previous Episode

Home Remodeling And Real Estate Sales With Emma Auriemma McKay

Realtors and real estate agents can learn a thing or two from a home remodeling expert when it comes to increasing their sales. For one, it does help if you can make your potential clients see the home you’re selling not in terms of what it is, but in terms of what it can be. As an architect at Auriemma Design, Emma Auriemma McKay helps homeowners achieve the house of their dreams through imaginative solutions that bring out the best living environment that bears their personal signature. Through her real estate sales mastery course, she also teaches realtors, real estate agents and loan officers these things too! Chatting with Jen Du Plessis in this episode, Emma tells us how realtors and real estate agents can train themselves to see properties from an architect’s point of view, help potential clients build an emotional connection to a home and increase their sales as a result.

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Next Episode

Getting To Know Your Loan Officer With Holly Cross

If you’re a consumer or a small business owner who’s trying to secure a loan, then you’re particularly familiar with the important role a loan officer plays in the process. What exactly does a loan officer do? On today’s podcast, Jen Du Plessis brings on Holly Cross with Tidewater Home Funding. Holly is a loan officer. Today, she talks about how she got started in the business and what it looked like when she first started. She also shares her practices as a loan officer to be successful at what she does.

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