Mastering The Numbers: Episode 17 Greg Fockler with Fockler Financial LLC
Alissa DeRouchie • June 14, 2024
In Episode 17 of Mastering The Numbers, I sit down with
Greg Fockler, the esteemed Founder of
Fockler Financial LLC.
During our conversation, we explore the dynamic world of independent financial advisory. Greg shares his journey from the early challenges of starting right after college to building a successful firm. We discuss the importance of having a strong support system, staying adaptable in a constantly evolving industry, and maintaining a balance between work and life.
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Welcome to this episode of Mastering the Numbers ! 🌟 Join host Joe Mallo as he sits down with Andrea Mapel, a trailblazing real estate agent under eXp Realty and the founder of Connect and Cultivate Cleveland. Andrea shares her transition from a corporate marketing director to a thriving entrepreneur, her insights into building a successful real estate career, and her mission to foster collaboration with female professionals through Connect and Cultivate. 📌 Key Highlights in This Episode: How Andrea embraced entrepreneurship after corporate life. The innovative structure of eXp Realty and its opportunities for agents. The vision behind Connect and Cultivate Cleveland for fostering collaboration. Overcoming challenges in real estate and entrepreneurship. Tips for work-life balance, motivation, and growth in a demanding industry. Get inspired by Andrea’s story as she emphasizes the mindset, collaboration, and value creation needed to stand out in today's competitive real estate landscape! 🔗 Want to connect with Andrea? Visit her website: homewithandrea.net Follow her on Instagram: @HeyAndreaMapel
Meet Dan Fuerst, owner of Briefcase Marketing, and learn how he turned his passion for helping small businesses and nonprofits into a thriving marketing agency in Cleveland. In this episode of Mastering the Numbers , Dan shares how his background in financial services shaped his holistic approach to marketing. From creating impactful messaging to building lead generation strategies, discover how Briefcase Marketing helps clients grow. Dan also opens up about serving Catholic business owners, balancing entrepreneurship with family life, and the challenges of running a small business. Plus, hear his insights on AI tools like ChatGPT and the importance of niching down. 💡 Key Takeaways: Building a well-rounded marketing strategy Overcoming challenges for nonprofits and small businesses Balancing work, family, and personal goals The role of AI in modern marketing Connect with Dan: 🌐 briefcase.marketing 📩 dan@briefcase.marketing Like, comment, and subscribe for more inspiring stories on Mastering the Numbers ! #MarketingTips #SmallBusinessGrowth #NonprofitMarketing #AIinMarketing