As I write this (June 28,2017) I am in the process of setting up series 7 quizzes for each of the lessons in the 58 lesson audio series 7 study guide. When these are done I will then bundle the series 7 quizzes with the audio course and the price for the full Series 7 … Read more
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Podcast: Play in new window | Download (Duration: 10:23 — 4.8MB)
Podcast: Play in new window | Download (Duration: 10:23 — 4.8MB)Subscribe: Email | RSS | MoreFor those of you who signed up for the daily quizzes The Quiz website I used to deliver you quizzes (qzzr.com) seems to no longer working with the quizzes I created. I will be taking down the sign-up form for … Read more
Podcast: Play in new window | Download (Duration: 51:25 — 23.7MB)
Podcast: Play in new window | Download (Duration: 51:25 — 23.7MB)Subscribe: Email | RSS | MoreInterview with Jim Odom founder of PreSonus Corp. In this lesson I divert our attention away from studying for the series 7 examination and instead I want you to start thinking about how you are going to attract clients. In … Read more
Podcast: Play in new window | Download (Duration: 24:10 — 11.1MB)
Podcast: Play in new window | Download (Duration: 24:10 — 11.1MB)Subscribe: Email | RSS | MoreThis is a sample lesson from the new audio course for the Series 63 Exam Series 63 Exam lesson 2 Business Practices customer accounts part 2 Anti-fraud Rules Client Consent Contract Requirements Investment Advisory Agreement Requirements Sharing of Gains and … Read more
Podcast: Play in new window | Download (Duration: 41:48 — 38.5MB)
Podcast: Play in new window | Download (Duration: 41:48 — 38.5MB)Subscribe: Email | RSS | More Series 7 Exam Lessons 1-54 Price $59.99 https://gumroad.com/l/nvEcs This is the Second part of a two-part interview where we discuss entrepreneur startup accelerator programs with Robb Kunz of Boom Startup. More information about Robb Kunz and boom startup can … Read more
Podcast: Play in new window | Download (Duration: 36:56 — 17.1MB)
Podcast: Play in new window | Download (Duration: 36:56 — 17.1MB)Subscribe: Email | RSS | More Series 7 Exam Lessons 1-54 Price $59.99 https://gumroad.com/l/nvEcs This is the first part of a two-part interview where we discuss entrepreneur startup accelerator programs with Robb Kunz of Boom Startup. More information about Robb Kunz and boom startup can … Read more
Podcast: Play in new window | Download (Duration: 29:25 — 13.7MB)
Podcast: Play in new window | Download (Duration: 29:25 — 13.7MB)Subscribe: Email | RSS | More Angel Investing Pt 2 This is the second part of the interviews that I conduct with Phil Grimm Executive Director of SLC Angels in Salt Lake City Utah. In this interview we explore the world of angel investing, … Read more
Podcast: Play in new window | Download (Duration: 37:54 — 17.5MB)
Podcast: Play in new window | Download (Duration: 37:54 — 17.5MB)Subscribe: Email | RSS | More Angel Investing This is the first part of the interview that I conduct with Phil Grimm Executive Director of SLC Angels in Salt Lake City Utah. In this interview we explore the world of angel investing, including, in … Read more
Podcast: Play in new window | Download (Duration: 27:39 — 12.8MB)
Podcast: Play in new window | Download (Duration: 27:39 — 12.8MB)Subscribe: Email | RSS | More Today I have the privilege and honor of interviewing Andrew Horowitz the producer of “The Disciplined Investor” podcast. This is one of the podcasts that I listen to on a weekly basis and that always gives me interesting perspectives … Read more