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: https://budgetsimple.com

Email: sam@budgetsimple.com

THANK YOU FOR LISTENING!

#FinancialWellness #MarketingTips #AboutThatWallet #BudgetSimple #FinancialAdvisors

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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.

Episode 259

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