Blog

What A Job Loss Reveals About Your Money (And It’s NOT What You Two Think)

by Angie Carlson | My clients Hillary and Loren found tens of thousands of dollars hiding in plain sight when this happened. But first, here’s some context of what was happening in their life: (Raise your hand if you can… Read More

The Great Couple Debate – And How to Resolve It

by Angie Carlson | One of the biggest debates I see for couples is this:Do we spend our money on things or experiences? How do we break the tie of 1-1 in our relationship? Because both have their merits, like… Read More

How to start the conversation today about your day-to-day finances

by Angie Carlson | 3 Questions to Answer Together to Start Transforming Your Finances in 2024. These questions aren’t fluff – they are deep.   Highly encourage you to save this post, as you’ll want to reflect back on these questions… Read More

What’s their hot button?

As you know, Procle has a number of attractive benefits for healthcare providers. These include: All remote services on one easy-to-use platform; Medical Assistants are available to help provide services – the provider does not have to recruit new staff;… Read More

How Free is the Most Expensive Financial Decision You Can Make

by Angie Carlson | After TWENTY-FIVE YEARS of trying to solve this financial challenge on their own Using the knowledge THEY had Outside help was required. Here’s what happened when we worked together: Clients came to me with one big… Read More

Persistence pays!

When I first entered the life insurance business, we were taught this principle from marketing guru Richard Weylman: 7 contacts to a sale. The point was that on average, we would need to be in touch with a prospect 7… Read More

Would You Willingly Choose This

by Angie Carlson | Neither of you want:👎The living paycheck-to-paycheck lifestyle until you die 👎Charging/borrowing for every single large, unexpected expense 👎Your bank account deciding if can stay home with your kids while they are young 👎To work 12 hours… Read More

Procle is HIPPA-compliant

Here is more about HIPPA: “Today’s patients are no longer just patients. They are increasingly savvy consumers of healthcare. As they shop around for the best quality and value in providers and services, they often turn to technology to help.… Read More

Procle solves medical billing problems.

Procle solves medical billing problems.Billing can be a big pain for medical practices. It can be complicated and tedious. There is a huge room for error— and this can lead to aggravation, conflicts with patients, and lost or delayed revenue.… Read More

Here is text you can use in an email for prospects you know:

Hi (first name), Just wanted to let you know that you can expand patient care — and add billable services — without hiring new staff. CCM, RPM, RTM, Telehealth, and Patient Education are all on one easy-to-use platform. MA’s are… Read More