We're looking for a Client Success Manager who wants to earn $15K-$30K+ per month working remotely. The role: - Manage 40-60 financial advisor clients - Help them scale to 7-8 figure practices - Upsell into premium tiers - Retain clients for backend commission ( get paid 3X more for retaining clients🔥) The comp: - 5.75% initial commission ($250-$1,000+ per client manage) - 14.25% renewal commission (this is where the real money is -- add $3,000-$30,000/month) - 10% on financed deals + referrals (close $25K to $250K long term paid in full deals) - Top performers earn $200K-$500K+/year What we need: - 3+ years high-ticket sales experience - Proven track record managing client relationships - Available to start ASAP (we're hiring before Nov 30th) Sound like you? 👉 Apply Here Our team will review and reach out within 48 hours if it's a fit. Joey Lalonde-Rioux Co-Founder & CEO Fondako Media P.S. Check out our other remote roles: https://fondakomedia.com/careers

This week’s episode is one of my favorite U.S. podcasts we’ve done so far and I’d highly recommend every 🇺🇸financial advisor here listens. https://youtu.be/hIJFm5NHF38?si=90x9KlfHBkGtEf6p 🎙️ Guest: Avneet Kaur 🎯 Topic: Why relying on your CPA for tax strategy is the biggest objection business owners have and why it’s holding them back. We break down: - Why CPAs are great at compliance, but not strategy - How this misunderstanding costs business owners six figures - What actually needs to happen for real tax optimization - How advisors can reframe this conversation with confidence We just hit Episode 10, and this one really sets the tone for where the show is going. 👉 I’d love your honest feedback: - What hit home? - What objections you hear most from business owners? - Any clips or moments that stood out? Drop your thoughts in the comments once you’ve watched — this should spark some really good discussion. 🔥

We went to our highest-earning Canadian advisors and asked one question: "What's the #1 tax strategy you're using to close business owners?" This video is the answer. 46 minutes breaking down: → The Capital Dividend Account (CDA) — and why most CPAs don't touch it → IPPs, COLI, and RCAs explained in plain English → The "licensing gap" that gives YOU the advantage over accountants → Tax-free vs tax-deferred — the mistake costing clients hundreds of thousands This isn't theory. This is what's actually working in the field right now. We're even giving away the full 25-page PDF workbook — no opt-in, no email required. Download it, use it with your clients, make it yours. 🔗 https://www.youtube.com/watch?v=W6FUirg29hI 🇨🇦 If you're a Canadian advisor — watch this and drop your thoughts below. What would you add? What are YOU seeing work with business owners right now? Let's make this thread valuable for everyone.

Just dropped a new video breaking down IRC Section 162 Executive Bonus Plans. Watch here: https://youtu.be/iEb6T2T10RQ?si=daTRISjqE-Zn56c_ This strategy has been in the tax code since 1954 — yet most business owners have never heard of it. The basics: - Business owner pays premium as a "bonus" to key employee - Company gets the deduction - Employee builds tax-advantaged wealth through life insurance - No contribution limits like 401(k)s I'm curious — are any of you using Section 162 plans with your clients? If so, what's been your experience? And if not, what's holding you back? Watch the video and let me know if we captured the key benefits properly or if there's anything you'd add. Watch Now: https://youtu.be/iEb6T2T10RQ?si=daTRISjqE-Zn56c_ DISCLAIMER: Educational content only. Not personalized tax or financial advice. Consult qualified professionals. #Section162 #ExecutiveBonusPlan #TaxStrategy #BusinessOwner

Hey guys! I just released (2) 15-page playbooks. One is sharing the 2 most common US strategies to close $50,000+ life insurance commissions with US business owners, and the other playbook is with the top 5 financial strategies Canadian life insurance agent use to close $50,000+ commission cases in Canada It covers things like: • 🇺🇸 Fully Insured Defined Benefit Plans (IRC 412-E3), Executive Bonus Plans (IRC 162-A1) & Advanced estate and succession structures. • 🇨🇦 Individual Pension Plans (IPP), Corporate-Owned Life Insurance & CDA planning, Leveraged insurance strategies (Like IFA) & Advanced estate and succession structures. This is the world where $25,000–$150,000+ commission cases come from. There’s no opt-in. No registration. No pitch. Just pure value. You can download it directly here: 🇺🇸 👉 https://www.fondako-media.com/playbook-download-us 🇨🇦 👉 https://www.fondako-media.com/playbook-download Even if we never work together, I think you’ll find it eye-opening. Once you see how this market works, it’s very hard to go back to small cases. Enjoy, Pavel Boissonneault Co-founder | Fondako Media & The High Ticket Agent Blueprint