In this insightful episode of ABOUT THAT WALLET, host Anthony Weaver sits down with Sam Ingrassia the mastermind behind Budget Simple. Sam shares his journey of acquiring and transforming Budget Simple into a financial wellness and marketing platform that supports financial advisors and coaches.
With over 100 deep conversations with financial professionals under his belt, Sam reveals the key pain points and solutions that can help elevate their businesses. Join us as we discuss: The challenges and strategies behind acquiring and transforming Budget Simple.
Effective marketing tactics for financial services professionals. Practical advice on leveraging digital products and subscriptions for business growth.
From marketing tips to business model innovations, this episode is packed with actionable insights for anyone in the financial services industry looking to grow their practice and better serve their clients. 00:00:00 - Sample 00:00:40 - Intro 00:02:52 - Budget simple 00:08:53 - Find funding 00:10:46 - Business Acquisition 00:12:45 - How to grow their business 00:18:41 - Marketing 00:21:03 - What separates successful businesses? 00:23:14 - Leverage your business 00:25:36 - Sam’s next level 00:27:30 - Final 4 Questions 00:30:52 - More about Same 00:32:10 - Outro Discover more about Sam Engracia and Budget Simple: Website: Email: sam@ THANK YOU FOR LISTENING! #FinancialWellness #MarketingTips #AboutThatWallet #BudgetSimple #FinancialAdvisors Get My Habit Journal: Join the About That Wallet Newsletter! Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms.
This helps others find valuable financial insights. Follow Me: IG: Twitter: Website: Email: Anthony@ -- DISCLAIMER: The content in this audio is for educational purposes only.
Conduct your own research and make the best choice for you. If you need advice, contact a qualified professional.
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