EPISODE · May 15, 2026 · 13 MIN
Episode 19:Money Days, Buffer Days, Free Days
from Frustration to Freedom: Helping Advisors and Insurance Producers Grow Their Practice · host Mike Bemis And Jeremy Karja
The conversation delves into the significance of money days, buffer days, and free days in coordinating a schedule to close more business. It also emphasizes the importance of taking control of your calendar and scheduling revenue-generating activities effectively.TakeawaysRevenue generating activitiesControl your calendarTo Book a time with Mike or Jeremy Click Here:https://calendly.com/frustration-to-freedom-team-elevateInvestment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. This information presented does not constitute investment recommendation tailored to any individual's circumstances. Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226
What this episode covers
The conversation delves into the significance of money days, buffer days, and free days in coordinating a schedule to close more business. It also emphasizes the importance of taking control of your calendar and scheduling revenue-generating activities effectively.TakeawaysRevenue generating activitiesControl your calendarTo Book a time with Mike or Jeremy Click Here:https://calendly.com/frustration-to-freedom-team-elevateInvestment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. This information presented does not constitute investment recommendation tailored to any individual's circumstances. Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226
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Episode 19:Money Days, Buffer Days, Free Days
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