Join renowned Estate Planning Attorney W. Bailey Smith for a special presentation on "How Donald Trump's Tax Reform Act Affects Your Estate Plan" and "Brain Aging and Dementia" (a special presentation by Dr. Carl Cotman, professor of psychbiology, neurology and psychiatry at UCI)
Saturday, March 31st At the Atrium Hotel, 18700 MacArthur Blvd., Irvine, CA 91612
Check in at 9:00 a.m., complimentary breakfast 9:30 a.m. - 10:00 a.m., Presentation 10:00 a.m. to 11:30 a.m.
Presentation includes complimentary breakfast but you must RSVP in advance by calling Mary Nuguid at (949) 756-0684 or email her at firstname.lastname@example.org no later than March 23rd.
Isaiah works in litigation support, providing court reporting, videography and trial technology solutions to law firms, in-house legal departments and corporations throughout the US.
1) Can you explain your topic title in a little more detail?
2) What advice do you have for someone outside the law?
In this 20 minute interview, Peter Tentler of Liberty Home Equity discusses some of the myths and misunderstandings about Reverse Mortgages, and discusses some of the applications for Business Owners and Retirees to improve their cash flow. Contact Pete at 858-999-1776
Chris King is an issue resolution specialist & authentic presenter. He focuses no increasing the emotional quotient of your business and getting the most out of your employees.
Steve Smith is the President of Growth Source Coaching, a company that specializes in performance based business coaching. Steve helps you and your business realize you need it, learn it, & do it.
Rosann Levy discusses how she helps her clients connect effectively on several levels with their customers.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
How Ready Is Your Business for Transfer or Sale?
Click for FREE Assessment Report
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Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
W. Bailey Smith is the "Trust Doctor", an Estate Planning Attorney with Tredway, Lumsdaine & Doyle, LLP. Over the past 40 years he has been practicing law he has drafted over 6,000 Trusts and has seen it all. He discusses some of the planning problems and solutions he has handled over the years.
Contact Bailey at email@example.com
The Henderson Group is a risk management consulting firm that is in the business of reducing and controlling our client's workers' compensation costs. But we do not broker or sell insurance.
What is the most common misconception that employers have about reducing the cost of workers' compensation? How can the listener avoid or overcome this obstacle to successfully achieve this outcome? When should a business owner reach out to you for help?
Listeners can receive a complimentary copy of my book, Employers Behaving Badly: Change Your Behavior and Change Your Workers' Comp Pain along with a 15-minute assessment call with me to explore how The Henderson Group can act as a risk management partner and save only on workers' compensation costs.
Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some newdevelopments in Construction law.
Brad Leggett is the CEO & Founder of The Leggett Group, Inc. Brad works with CEO's and VP's of sales to set the company's sales strategy and to build, lead and retain "high performance sales teams." Today, he will discuss how to develop your company's high performance sales team.
In this 20 minute interview, Mark Goldstein, Attorney at Law, SoCal IP Law Group LLP discusses how to look at your IP as an asset to increase your return when selling your company.
Mr. Mehit is the owner of CBPS and has written over 500 business plans that have been used to raise over $100 million. Mr. Mehit is also co-author of 'Killer Business Plan' a book that helps people choose a business and then create the plan to launch it.
In this 20 minute interview, Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses several thought and ideas about the importance of the business community adopting and teaching ethical behavior. A very thought provoking and brilliant interview.
The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Gunnar Gundersen is in the business of intellectual-property protection, consulting, and litigation, and is going to talk
about how to manage intellectual property to maximize your business's value.
1. What is intellectual property?
2. How can intellectual property create value for my company?
3. Do I have intellectual property? And why should I care about managing it?
Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience.
You can contact Steve at Sciepiela@charlesstephen.com
Janne Ohtonen is in the business of Customer Experiences and is going to talk about Customer Experience
What makes customer experiences so important?
How can companies ensure they are producing remarkable customer experiences?
What happens for organizations that do not put proper effort in customer experiences?
Free online video training series for creating your own customer experience blueprint at http://bit.ly/cebbillblack
Email Address firstname.lastname@example.org
1. What is the biggest bottleneck in a business?
2. What toll has the last 5 years (since the global financial crisis) taken on the business owner?
3. What is the 1 thing that a business owner can do RIGHT NOW to begin growing their business?
Contact and Offers:
CarlGould@7StageAdvisors.com for a FREE Business Analysis or Call 1-877-GO-7-STAGES
Carl's Book can be found on www.The7StagesOfSmallBusinessSuccess.com..and see Carl's video interview of each of the 7 Stages
Pat Ennis is the Founder of ENNIS Legacy Partners and has years of successful leadership, management and strategic planning experience in both the for-profit and non-profit sectors. As a Certified Exit Planner (CExP®), Certified Financial Planner (CFP®) and Chartered Advisor of Philanthropy (CAP®) there is broad understanding and knowledge of financial, philanthropic and estate planning and the leadership and management challenges faced by business owners and non-profit leaders. With this distinct blend of knowledge and experience, he is specially equipped to advise owners and founders on building enterprise value, their eventual transition/exit, and legacy plan. Reach Pat at www.ennislp.com
Stuart Friedman is the Founder and President of PMA, Progressive Management Associates. PMA is focused on increasing communication effectiveness resulting in Creating/Shifting Culture, and getting people aligned to strategies.
Informational webinars available: http://www.supportingstrategies.com/webinar
Greg Janes is the VP of Plaza Bank, a private business bank offering higher than market rates on deposits and flexible lending for growing businesses in Orange and Los Angeles markets. Today, he will discuss why all business owners should regularly review their banking, accounting, and legal service providers to make sure they are a good fit for where the business is headed.
Sean Brawley is a world renowned expert on sustainable high performance and the Inner Game. His clients include Super Bowl Champion Coach Pete Carroll and Senior leaders of GE, ITT, and Union Bank.
Today, Sean speaks to us about the basic premise of the Inner Game, about his work with Pete Carroll, and how his coaching can help CEOs.
Contact Sean for a free 30 Minute consultation to explore how coaching can help you accomplish your personal and professional goals.
Jim McComb is a Pathfinder at WildCardStrategy.com. He is in the business of helping businesses and other organizations position themselves for certain success in an uncertain future, and is going to talk about The One Thing that will drive all true business.
1) The future IS uncertain; how can ANY organization guarantee their own success in that future?
2. What is that One Thing that will drive all business success in the future?
3. What are Wild Cards? Won't they derail that "certain success?"
Email Address: email@example.com
Here is a synopsis of Ken's soon to be released book, Intentional Conversations: How to Rethink Everyday Conversation and Transform Your Career. This book is the sequel to the book Your Intentional Difference, which Bill Black and I discussed last month on his show, and is another step required for people to become more intentional in their life and career. Becoming intentional in our conversations is an important activity that we begin practicing early on in our lives and it grows in importance the longer we live.
We all have that “first” conversation.That specific day and time, that moment, that first instance when, as a child, we put together the thoughts, ideas, or information that launch us into a conversation with another person. It is a monumental event that few people, if any, remember at all. When was your first conversation? What was it about? Who was it with? What was the outcome? Sadly, like me, you probably cannot recall that momentous first conversation. It happened, you know it did, and it does not matter whether the conversation showed your brilliance, levity, innocence, simplicity, or hilarity—it is lost and gone forever.
Conversation sets us apart from all other animals. The use of spoken words to exchange ideas, thoughts, and information is a uniquely human ability. What we say in conversation matters. Through conversation people decide whether they like us or not, whether to follow us or not. Through conversation, we define who we are, who we want to become and what our value is to others. Most importantly, it is through conversation that we get work done.
Eric Keiles is the CMO of Square 2 Marketing. Today, he will discuss the benefits of unlocking the power of inbound marketing.
Tim Glowa, co-founder of Bug Insights, discusses his new book "Measuring Customer Satisfaction: Exploring Customer Satisfaction's relationship with Purchase Behavior"
In this 20 minute interview, Don Burzen, Positive Exits Business Consultant, discusses how he helps business owners replace assumptions with facts so they can do effective planning. He also offers many valuable tips and strategies for businesses owners.
Ken Sanginario is the Founder of Corporate Value Metrics, LLC and he has developed a cloud-based tool to help business owners increase their business value by 50-100% over the next 3-5 years. Go to his website to find out about the "Value Opportunity Profile".
Sherry Nooravi is an organizational psychologist who is in the business of helping the CEOs, CFOs, and the leadership teams of leaders of small to mid-sized fast-growth companies create engaging, productive, and innovative cultures.
These leaders come to her when they realize they need to better educate, empower, and engage their people as they face fast growth, competition, and changes in their own leadership, industry, and technology. Today, she is going to talk to us about the importance of senior team alignment and "walking the talk" - actions that help engage employees toward higher performance.
Joe Nicassio discusses a checklist of items you should be considering for your marketing efforts.
KJ Trapp of Train Your SmartPhone shares ideas and tips from his corporate training programs to help you get more from your SmartPhone.
Mike Aguilera is the President of Aguilera & Associates, an international training and coaching company specializing in rapport and communication skills to help you get more yeses.
Jay Turo is in the business of building business intelligence dashboards and is going to talk about utilizing business intelligence and dashboards to increase sales, profits, and the likelihood of a successful business exit.
Kresimir is a securities and mergers and acquisitions attorney. He helps his clients maximize the value of their business at sale.
Sage advice from John Livingston of Plethora Businesses regarding why you need to call your M&A or Business Broker representatives well ahead of the business transaction and the importance of being well planned for business succession or business sale.
WesleyWood is the founder, president and CEO of Wood Financial Group, LLC, a local, independent financial services company located in Hendersonville, TN. A graduate of the University of Mississippi, Wesley received a Bachelor’s Degree in Business Administration. He holds series 6, 7, 63 & 65 licenses and is licensed in multiple states.
Wesley and his dedicated team are passionate about guiding families and individuals in achieving their vision of financial success. Using an integrated, holistic approach, he prides himself on understanding his clients’ needs and developing a customized, innovative strategy that helps chart a path toward a secure financial future. His area of expertise includes retirement planning, wealth management, tax savings strategies and tax management, estate planning and preservation, annuities and life insurance, long term care and 401K and IRA rollovers.
Wesley takes his role as trusted advisor very seriously, only utilizing strategies and techniques that have stood the test of multiple market cycles. He believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally. Service and personal attention are the defining qualities that set him apart from others.
Renowned Expert Larry Bell discusses little known changes in the recent tax law that effect Non-Profits and discusses a brilliant solution.
Contact Larry via email at firstname.lastname@example.org
Jonathan Boring of www.SocialSpiceMedia.com shares Tips, Ideas and Precautions for Business Owners regarding Social Media as a productivity, business development and customer relations tool.
Elizabeth Mower, President of BEI, discusses the evolution of and trends in Business Owner Exit planning.
BEI is the leading innovator in the Exit Planning industry. No other organization offers its Members the comprehensive Exit Planning training, marketing support, and plan-creation tools that BEI provides. As a Member of BEI, advisors have access to an established, systemized process that allows them to easily help their clients with their business-transition planning. Professionals in a variety of disciplines leverage Exit Planning to attract and keep high-caliber business clients in their practices.
For more info, go to www.ExitPlanning.com
Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview.