Episodes

  • Client Retention: Our Financial Podcast

    Client Retention: Our Financial Podcast
    Apr 5 2024
    Customer service and relationships are important. You don't want to lose a great customer. Dominique talks about a recent run-in with a good client...that didn't feel that good. ourfinancialpodcast.com
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    4 mins
  • Black HIstory Month episode: President's Day.

    Black HIstory Month episode: President's Day.
    Mar 12 2024
    We have to make sure that we prepare for our future.
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    34 mins
  • Wealth gap increase, MJ's assets at $1.2 billion, and more

    Wealth gap increase, MJ's assets at $1.2 billion, and more
    Feb 13 2024
    This month is about #blackhistory. We talk about the widening #wealthgap, MJ's $1.2 Billion asset valuation, and more.

    References: Cora Lewis with Fortune
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    35 mins
  • 2024 Financial Goals

    2024 Financial Goals
    Jan 7 2024
    2024 is here. t's time to work your plan now. Listen as Dominique and Rho talk about successes and horror stories.
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    38 mins