Ready to unlock financial freedom? In this episode of the Sell That SAS podcast, I talk with Max Pashman, a certified financial planner with over a decade of experience helping sales leaders, content creators, and small business owners take control of their financial futures. Max breaks into expert tips on managing money, avoiding lifestyle creep, saving on taxes, and planning for long-term success. Whether you're in tech sales, content creation, or running your own business, these actionable insights will help you build wealth and set yourself up for success.

We discuss everything from maximizing your savings rate to the importance of time in the market, plus common financial mistakes to avoid in your 20s and 30s. Max also shares how modern tools like LinkedIn transformed his career and allowed him to create a client-focused, holistic approach to financial planning. If you're looking to grow your income, save smarter, and achieve your goals, this episode is packed with value.

Don’t miss out on this relatable, practical advice for creating a secure financial future! 🙌

#saas #techsales #sdr #ae #financialfreedom #entrepreneurship #sidehustle #contentcreation #moneytips

CHAPTERS:

00:00 - Intro

03:18 - The Power of LinkedIn for Networking

09:14 - What Makes Max Unique as a Financial Advisor

10:40 - Strategies for Getting Introduced to Influential People

13:41 - Common Mistakes in Your Late 20s and Early 30s

17:31 - Importance of Time in the Market for Investments

24:05 - Understanding Lifestyle Creep and Its Impact

28:26 - Strategies to Address and Manage Lifestyle Creep

30:57 - Reasons Why People Avoid Investing

34:38 - Feeling Like Life Happens Too Fast: Insights

38:19 - The Real Cost of College Education

39:08 - 3 Legal Tax Savings Strategies for Small Business Owners

42:10 - Essential Financial Advice for People in Their 20s

44:06 - Top Financial Mistakes to Avoid in Your 20s and 30s

47:54 - How to Connect with Max Pashman

49:28 - The Importance of Financial Freedom

49:40 - Closing Remarks

Why do inbound leads crush cold calls in the world of SaaS sales? 🚀 In this episode of the Sell SaaS Podcast, I chop it up with James H. Manolis, CEO of a content-led inbound agency and powerhouse in the B2B space. We talk about why inbound strategies outperform outbound cold calls, how content creation on platforms like LinkedIn and Twitter drives qualified leads, and the game-changing advice James got from marketing legend Seth Godin.Whether you're an SDR, AE, or content creator, this episode is packed with insights on pipeline generation, personal branding, and the future of sales. Don’t miss James’ hard-hitting takes and practical advice!#saas #techsales #sdr #ae #contentcreation #inboundsales #salesstrategyCHAPTERS:00:00 - Intro02:20 - Transition from Outbound to Inbound Marketing04:43 - Advantages of Content Marketing over Cold Calling07:44 - Major Deal Achieved through Content Strategy09:24 - Overcoming Fear of Judgment on LinkedIn12:24 - Coping with Client Loss Due to Content17:39 - Featured on LinkedIn Lunatics22:05 - Attack Campaign Strategies by Will28:31 - Tips for Individual Sales Representatives34:00 - Connecting with James Hamar35:19 - The Future of B2B Influencers37:20 - Subscribe for More Content

In this episode of the Sell That SaaS podcast, I talk with Brandon Bornancin, CEO of seamless.ai, about how he scaled his company from zero to $200M in sales. We discuss breaking into tech sales, the power of side hustles, and the mindset it takes to dominate in SaaS. Brandon shares his entrepreneurial journey—from online poker to building a game-changing sales platform—and the lessons he learned along the way. Tune in for insights on scaling your business, crushing your sales goals, and leading with purpose. #saas #techsales #sdr #ae#coldemail #techsales #leadgeneration #b2bmarketing #saassalesCHAPTERS:00:00 - Intro00:50 - Brandon, CEO of Seamless.ai05:00 - InMobile Overview06:30 - Bankruptcy Insights08:20 - Getting Fired Experience10:30 - Getting Into Sales Tips14:57 - Seamless.ai Overview19:20 - Going Full-Time with Seamless24:08 - Finding True Happiness26:30 - Money and Time Freedom31:50 - Breaking into Tech Sales33:55 - Essential Sales Tools34:59 - A Day in Brandon's Life42:33 - Health and Success Connection44:28 - Connecting with Brandon