Episodes
Wednesday Jan 31, 2024
Terry Shope - Financial and Operational Preparation Prior To Sale
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
In this 20 minute interview, Terry Shope, Principal - MPL Consulting,Inc. discusses several ideas and strategies for Business Owners who are starting to think about their future sale. This interview has many tips that you can put into play right away!
Tuesday Jan 30, 2024
Vince Mastrovito - Causes and Solutions for Family Business Conflicts
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
Vince Mastrovito is the Owner of Prometis Partners Inc, a business coaching and exit planning firm. In this interview we discuss common causes for Family Business conflicts and how to address them.
Monday Jan 29, 2024
Monday Jan 29, 2024
Did you know that most business owner relationships suffer from a lack of communication? However, with a proactive approach Business Owners can help preserve and protect their business value by addressing conflicts and lack of communication early. Michel Zelnick, Business Therapist and Founder of The Zelnick Group, offers valuable tips and insights from his many years of helping owners address their differences and "wear the right hats" while attending to business matters.
Saturday Jan 27, 2024
ALL STAR SATURDAY
Saturday Jan 27, 2024
Saturday Jan 27, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Jan 26, 2024
Michael Koenigs - Tips on Surviving and Thriving from a Serial Entrepreneur
Friday Jan 26, 2024
Friday Jan 26, 2024
Mike Koenigs is an unemployable serial entrepreneur with a high-school education whose obsession with taking apart gadgets to figure out their inner workings started as soon as he could crawl. He quickly learned he has the attention span of a bag of gnats on amphetamines. His curiosity in tech, psychology, entertainment, storytelling, entrepreneurship, marketing,
and spirit has taken him to Uganda where he witnessed a woman dying of AIDS in a mud hut to the great pyramid in Egypt where he chanted in the king’s sarcophagus with Deepak Chopra and Wayne Dyer. He has played the didgeridoo in an IMAX movie, produced a feature film, started and sold five businesses from scratch, survived stage 3A colorectal cancer, and created a video game that shipped with six million boxes of General Mills cereal.
He believes entrepreneurship is an international language of peace, opportunity, freedom, and abundance.
Thursday Jan 25, 2024
Elizabeth Thornton - Rethinking the Way You Think with Greater Objectivity
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Joining us next is Elizabeth Thornton, CEO of Global Initiative of Objective Leadership and Professor of Management Practice at Babson Executive Education. After deeply and honestly analyzing why her first business venture failed, she struck mental gold by realizing the importance of objective thinking. This prompted her to further study things like psychology and neuroscience, eventually leading her to develop a course called “Principles of Objectivity.” She teaches both students and established business executives to think more objectively and avoid common cognitive errors that can inhibit personal growth and success.
In her interview, Elizabeth deeply discusses the difference between subjectivity and objectivity, as well as how they apply to business. Her insight into neuroplasticity and its relevance in the workplace is truly fascinating. She offers a variety of tips on how to analyze your own thought processes, overcome your instinctual responses, and break outside of your existing mental models. We are inherently subjective, but Elizabeth proves we can use objective thought to develop a better sense of clarity.
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Tuesday Jan 23, 2024
Isaiah Leslie - Knowing the Why in What You Do
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
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.
Questions Answered:
1) Can you explain your topic title in a little more detail?
2) What advice do you have for someone outside the law?
Contact Info:
Website: www.regalcourtreporting.com
Email: isaiah@regalcourtreporting.com
Monday Jan 22, 2024
Dave G - What Good is a Part-Time CFO? (K0617)
Monday Jan 22, 2024
Monday Jan 22, 2024
Dave G (aka Dave Gajdzik), Managing Partner of Dave G CFO discusses the value of hire an experienced CFO part-time for business owners who do not have the budget for a full-time CFO.
Transcript:
Dave: In simplest format, I provide CFO services for those firms that have yet to justify the cost of a full-time CFO, and I like to take the position that every firm should have a CFO, but the reality is in a business somewhere between $3M and $50M, they really can't afford that individual because it appears to be an overhead function. That's where we come in and we fulfill that void that's there. So, I don't need to work there 40 hours a week, maybe it's only 8, maybe it's 12, maybe it's 4, it depends upon every client. It doesn't matter whether you're in construction, distribution, internet, manufacturing, non-profit, paper industry, we can address all of those based upon the as needed basis. You know, doctors, we'd like to have a doctor handy anytime we need them. Well, what is it? It's on an as needed basis. Most companies don't have attorneys on staff. What is it? It's on an as needed basis. So, the CFO is really in that same league as the attorneys and the doctors, and when you need them, you need that professional with the formally educated background and the experience. So that's what we fulfill and that's how we make it happen.
Saturday Jan 20, 2024
ALL STAR SATURDAY
Saturday Jan 20, 2024
Saturday Jan 20, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Jan 19, 2024
Friday Jan 19, 2024
Brad Leggett of www.LeggettSales.com returns to the show to discuss more in-depth recommendations on how to find, train, and motivate the right team, how to develop routines that make your CRM pay off, and a blueprint for productive sales meetings.
Thursday Jan 18, 2024
Steve Smith - Does Authority Make You A Leader?
Thursday Jan 18, 2024
Thursday Jan 18, 2024
Steve Smith discusses Leadership vs Authority- If you have authority in your position, does that mean you are considered a leader?
Questions discussed:
1 – What is the most important aspect about being coached?
2 – How does someone determine that coaching would be good for them?
3 – How long does it take to see improvement?
GrowthSource Coaching is a business and executive coaching firm that helps business professionals improve themselves so they can run and grow better companies.
Website: www.growthsourcecoaching.com
Wednesday Jan 17, 2024
John Anderson - Make Your Business Attractive Well Ahead of a Sale
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
John Anderson of The Glowan Consulting Group shares great tips about being "sale-ready"
Tuesday Jan 16, 2024
Robin Waite - Fearless Business
Tuesday Jan 16, 2024
Tuesday Jan 16, 2024
Robin Waite of Fearless Business shares brilliant tips and strategies on how to "productize" a service business and stand out from your competition.
Monday Jan 15, 2024
Brant Cooper - What Are You Doing to Move Your Needle?
Monday Jan 15, 2024
Monday Jan 15, 2024
Brant Cooper, NYT best-selling author of The Lean Entrepreneur and CEO of Moves the Needle. Brant is an entrepreneur and intrapreneur mentor who's leading organizations out of the mental industrial age of asserting power and control methods into a culture of creativity, innovation, and lean methodologies to offer new value to customers, overcome growth plateaus, and empower individuals to make innovative changes.
Brant runs a team of four to produce a $2M ARR. Brant and I talk about his success milestones such as IPO, acquisition and rapid growth...as well as devastating failures. Be sure and read The Startup Bluebook
Saturday Jan 13, 2024
ALL STAR SATURDAY
Saturday Jan 13, 2024
Saturday Jan 13, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Saturday Jan 13, 2024
ALL STAR SATURDAY
Saturday Jan 13, 2024
Saturday Jan 13, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Jan 12, 2024
Jim Jubelirer - Have You Had Your Daily Huddle Today?
Friday Jan 12, 2024
Friday Jan 12, 2024
Jim Jubelirer of Jubelirer Results Group works with business owners on scaling up their business. Being around business his whole life, Jim has seen plenty of highs and lows, but he’s always been following how business and people work. Industry agnostic, Jim works with clients globally to increase value while practicing a very holistic approach. Additionally serving as an executive coach in training programs at Duke, he’s helped countless people find small wins that lead to big momentum.
Jim talks about not just what you need to do to reach your goals, but what you need to stop doing. He discusses the main predicting characteristic of successful people and why you should create a mindset of growth and well-being in all aspects of life. Jim also shares meeting strategies that improve team performance, including what he calls a “Daily Huddle.” Everyone wants to be on a winning team, help improve yours by listening to Jim’s vital information.
Thursday Jan 11, 2024
Janne Ohtonen - The 1 Reason Your Business Exists (C0118)
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Janne Ohtonen is in the business of Customer Experiences and is going to talk about Customer Experience
Strategies.
Questions discussed:
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?
Offer:
Free online video training series for creating your own customer experience blueprint at http://bit.ly/cebbillblack
Contact info:
Email Address janne@ohtonen.fi
Website http://addvalueto.me
Wednesday Jan 10, 2024
Jeff Karges - Working In The Family Business and Loving It (H1017)
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
In this 20 minute interview, Jeff Karges, Partner - Relationship Matters Consulting Group discusses lessons he has learned by being involved in and consulting for Family Businesses, including the challenges and how best to deal with them.
Tuesday Jan 09, 2024
John Bly - Cracking the Code to M&A Growth
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024
Monday Jan 08, 2024
George Wunderlich - Mission Awareness
Monday Jan 08, 2024
Monday Jan 08, 2024
George Wunderlich is the Executive Director at the National Museum of Civil War Medicine. In addition to being a museum, the site is home of the Letterman Institute which specializes in advanced military medical management training and corporate management and mission awareness training.
Saturday Jan 06, 2024
ALL STAR SATURDAY
Saturday Jan 06, 2024
Saturday Jan 06, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Thursday Jan 04, 2024
Katie Wagner - Digital Marketing Demystified (F2718)
Thursday Jan 04, 2024
Thursday Jan 04, 2024
Katie Wagner of Katie Wagner Social Media clearly explains the best strategies to get potential customers to your website.
Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
Questions discussed:
For owners preparing to sell their businesses: what is typically their biggest challenge?
An Enterprise Value Proposition. That’s kind of a new concept. What does that mean to someone who wants to get the highest possible value for their business in the near future?
“Transition obstacles”? Can you give me an example?
Contact info:
Email Address glillian@reinventures.com
Website www.reinventures.com
Tuesday Jan 02, 2024
Julie Anderson - Your Best Mind
Tuesday Jan 02, 2024
Tuesday Jan 02, 2024
Vistage Speaker Julie Anderson of Your Best Mind helps inspire positive changes in her clients by using a scientific approach. After studying psychoneuroimmunology, she created Your Best Mind as a medium to bring this mind-improving information to people of any background. Her work focuses on the science behind the psychology of why we are the way we are. By understanding our brain’s natural tendencies, we can use better practice when communicating.
Julie discusses the notion that we all have different brain personalities and how this can contribute to misunderstandings in the workplace. She urges business owners to look within before identifying problems with the group as a whole. A vast majority of employees don’t feel they are a part of their company. Communication tailored to brain personality may help in succession planning as employees will feel more connected and more likely to stick around. This information is something that could make or break your company over the course of years, don’t miss out on Julie’s interview.
Friday Dec 29, 2023
Adrianna Smith and Lana Hout - Key Factors to Drive Up Business Value
Friday Dec 29, 2023
Friday Dec 29, 2023
Adrianna Smith and Lana Hout, Provisors members and Brokers at First Choice Business Brokers, specialize in industry-agnostic business sales for transactions under $25M. After meeting at USC, they found themselves continuously applying for the same finance jobs and eventually working at competing firms. They briefly worked at the same firm and ultimately seized the opportunity to start their own branch of First Choice Business Brokers together 6 years ago. Together, Adrianna and Lana help business owners prepare for sales by driving up their business value.
In their interview, we go in-depth about what to expect before and after a sale, as well as how to best prepare. Adrianna and Lana discuss the impact of COVID on buyers and sellers, as well as how to deal with some of the setbacks. They share powerful tips for driving up business value, common mistakes business owners make leading up to a sale, and ways you can become more attractive to buyers. Adrianna and Lana’s information will help you build a much stronger business, whether you plan to sell or not.
- 5:59-7:09: Impacts happening to sellers due to Covid and how they might prove value.
- 9:12-10:18: Some factors which can drastically affect the value of a business.
- 11:14-12:06: Flexibility can increase value as business will be more operable despite circumstances - becomes more attractive to buyers.
- 13:12-14:15: The necessity of incorporating technology in order to be more attractive to buyers.
- 16:46-17:41: Reasons why you shouldn’t scale back, and should sell your business at its high point.
Friday Dec 15, 2023
Jim Immel - Legacy Decision Making
Friday Dec 15, 2023
Friday Dec 15, 2023
Jim Immel, of Immel and Associates, is a succession coach who truly put his clients first. Having an extensive background in the insurance industry, Jim asks unique questions that other advisors may not consider. In his time working in the insurance industry, he found that his clients were more prepared for death than life. This spurred Jim to make the eventual shift into coaching, and he now helps people imagine and achieve their goals.
In his interview, Jim talks about the importance of deeply understanding what his clients care about, and challenging the status quo. Knowing that the corner office can get lonely, Jim serves as sort of a business psychologist and helps business owners reflect on their past decisions in order to more strategically move into the future. He shares the value of listening and asking potent questions that facilitate a clients’ breakthrough. Jim also deciphers the phrase “key employee” and why they are critical to a successful succession plan. With over 40 years of experience, Jim has a huge collection of wisdom, and everyone can benefit from his expertise.
1 minute sections:
- 13:17-14:20: Talking about fight or flight thought mechanisms at play when speaking
- 14:53-14:54: Take them back before you take them forward - thinking about the biggest decision made 10 years ago and realizing how quickly that time went by
- 18:24-19:24: Talks about success in succession planning when able to retain talent/key employees
- 20:59-22:01: Distinguishing between key employee vs. critical employee - getting a better understanding of critical fixtures in business
Click the LinkedIn button to Share this interview with your contacts!
Thursday Dec 14, 2023
Todd Palmer - Fail Forward Leadership: the 4-step formula to success
Thursday Dec 14, 2023
Thursday Dec 14, 2023
CEO of Extraordinary Advisors, Todd helps his clients ditch their comfort zone, dive into their “failures,” and re-frame their mindset to be more authentic, transparent, and vulnerable to affect real change along the path to success.
In this interview Todd gave some great tips on how to initiate necessary changes in your life (or your business) and also helped with knowledge about how to find and keep great talent in these difficult times.
Click the LinkedIn button to Share this interview with your contacts!
Wednesday Dec 13, 2023
Lynn Fulks - The First Step is Research
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com
Lynn: I know most newer CEOs think of marketing as “the tactics”, it’s advertising, public relations, it’s social media, it’s an email marketing campaign, but for marketing strategy there are three pieces: research, foundation, and then tactics and campaigns. And those marketing tactics are what I just talked about, advertising, PR, et cetera. And they should come last after you’ve done the other work. So, taking a firm’s strategic plan for the next three to five years, with an exit strategy defined, and then looking at the business plan for the upcoming year, what goals and objectives do they have outlined for the business in order to achieve their strategic plans, we’re gonna develop a strategic marketing plan to help meet those goals and objectives, and the first step in that is research.
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Tuesday Dec 12, 2023
Kathleen Quinn-Votaw - People Continuity
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
Kathleen Quinn Votaw, CEO of TalenTrust, Author of Solve the People Puzzle and professional speaker talks about People Continuity.
Questions we discussed:
In these challenging times how should leaders "put people first"?
What tools do you recommend for leaders to understand the employee health of their organization?
What can organizations do to be prepared for the recovery?
Two special offers:
1. Take our free Talent & Culture quiz to inspect your companies culture health at https://talentrust.com/quiz/
2. Buy Kathleen's book, Solve the People Puzzle - Click here
Click the LinkedIn button to Share this interview with your contacts!
Monday Dec 11, 2023
Martin Staubus - ESOP Administration Costs Vary Widely
Monday Dec 11, 2023
Monday Dec 11, 2023
In this 1 minute highlight, Martin Staubus, Consultant - Beyster Institute at the Rady School Management explains that ESP Admin costs can vary widely so it makes sense to shop and compare when considering an ESOP.
Click the LinkedIn button to Share this interview with your contacts!
Friday Dec 08, 2023
Dan DeMuth - Secrets of the Golf Whisperer (G1017)
Friday Dec 08, 2023
Friday Dec 08, 2023
Dan DeMuth is an author, PGA golf professional, and owner of Secrets of the Golf Whisperer. He uses his professional skills and experiences to help show business owners the power of focus and how interactive learning promotes effective change in people.
Thursday Dec 07, 2023
Jonathan Goldhill - What Does it Take to Scale a Growing Company? (D1218)
Thursday Dec 07, 2023
Thursday Dec 07, 2023
Jonathan Goldhill is the “Head” Coach at The Goldhill Group, a strategic-planning and business coaching company in the Los Angeles metro area. He is a veteran business and management consultant, coach and advisor with almost 30 years experience.
Raised outside New York City, Goldhill moved to California at age 20 to start his journey helping entrepreneurs find their freedom. At 30, he started advising, coaching and consulting with entrepreneurs and business owners.
As a student of personal transformation experts such as Werner Ehrhard, Tony Robbins, Jack Canfield, T. Harv Eker and Brendon Burchard – AND as a student of entrepreneurship, leadership, and business – Jonathan has focused on helping leaders with humility to build their teams with humble, hungry and smart people.
Wednesday Dec 06, 2023
Vince Mastrovito - Family Business Insider/Outsider Dilemmas
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
Vince Mastrovito of Prometis Partners, Inc. shares valuable information regarding some of the issues family businesses face and their solutions.
Click the LinkedIn button to Share this interview with your contacts!
Tuesday Dec 05, 2023
Jim Muehlhausen - Half Retire
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
Jim Muehlhausen, Founder of Half Retire, helps individuals maximize their business value via a strategy he calls Half Retirement. Jim noticed a trend of people reluctant to fully retire and sought to create a solution. Some business owners may lose their sense of identity if they are no longer at CEO status, and can tend to struggle to find ways to fill the day without the work they know and love. Meanwhile, some may simply struggle to sell the business for their magic number and remain in the business out of necessity.
In his interview, Jim describes what half retirement looks like in a practical sense, as well as what needs to happen in order to successfully half retire. He discusses the benefits of being able to drive up the value of your business while working less hours, and ultimately not losing money to transactional sales tax. Jim shares ways to design work away and be responsible for only the unique areas in which you cannot be replaced. He also discusses his upcoming book, also called “Half Retire,” which dives deeper into the concepts he’s outlined. If you desire to maintain a successful company and income while working less, Jim’s interview is definitely for you.
- 3:59-4:50: What is Half Retirement all about?
- 7:19-8:19: Some of the things needed to successfully half retire.
- 9:56-10:57: You cannot simply delegate your way to half retirement, you still need to bring your unique work.
- 16:22-17:15: Technology’s role in the half retirement process and business valuation.
- 18:30-19:28: Delegation costs money, but there are ways to design work away.
- Click the LinkedIn button to Share this interview with your contacts!
Monday Dec 04, 2023
Nada Lena - EQ and Why Your Success Depends on It
Monday Dec 04, 2023
Monday Dec 04, 2023
Get a pen and notepad ready for this next interview with Nada Lena, Founder of Rise Up For You. Nada is in the business of personal and professional development, and learned quickly that success is largely dependent on people. She began as a globally touring singer and dancer, eventually becoming an executive, and ultimately starting her company. Being in places where she didn’t speak the native language, she realized how important nonverbal communication is and she now applies her knowledge gained from being a successful performer to the corporate world.
In her interview, Nada discusses, in depth, the four pillars of emotional intelligence. Many of us want next level success, but not all of us are actually willing to make the changes needed to get to that next level, and change starts from within. Nada knows firsthand that sometimes the truth may be hard to hear, but will lead to exceptional results. A well-developed EQ will lead to the ability to adapt to your environment and ensure the audience will understand your message. Now is the time to start making positive changes in your life, and Nada’s expertise will surely help you become more successful.
- 5:34-6:44: Balancing introversion and extroversion - you have to understand the needs of the people in the room.
- 7:32-8:34: You don’t know what you don’t know - our assessment of ourselves isn’t always accurate.
- 11:56-13:00: Self-management is essential to emotional intelligence.
- 13:31-14:39: Having a game plan, but being ready and willing to adapt to your audience.
- 16:24-17:14: Discusses the amount of time and effort it takes to shift behavior and see sustainable results.
Click the LinkedIn button to Share this interview with your contacts!
Friday Dec 01, 2023
Stuart Friedman - The Company is Only as Strong as Its Culture
Friday Dec 01, 2023
Friday Dec 01, 2023
Click here to read this episode's transcript.
Stuart Friedman, President of PMA Progressive Management Associates, is an expert on improving workplace culture. After effectively helping a Fortune 500 company build a cohesive and strategic business model, he decided to start PMA. He now focuses on helping a number of the 10 million small businesses with 1-99 employees, as this is where he believes improved culture is the most important. Stuart knows firsthand that a company’s culture can make or break their lasting success.
Now more than ever people are concerned about what is in it for themselves. In order to appeal to everyone, we must speak in a way that they will truly hear. Stuart dives deep on his concept, “The Relevance Factor” and discusses how business leaders can use it to establish a more ubiquitously understood culture. He also shares tips for people who may not own a business, but wish to enjoy their current job more. Stuart outlines some common misconceptions that lead to misunderstandings and lack of top-to-bottom alignment. A company will be most successful when its whole team is in line with the target and communicating effectively, be sure to listen to Stuart’s insight on improving your workplace culture.
1-Min Sections:
- 5:47-6:47: People are not mind readers, leaders need to develop a culture rich in communication in order to get strategic success
- 8:02-9:14: Thoughts on inherent bias of people’s preferences/choices
- 9:33-10:34: Mistakes commonly made in communication with employees
- 12:04-12:58: Example based on telephone game
- 22:50-23:55: Break Free From Job Jail - tips for both employees and employers
Thursday Nov 30, 2023
Thursday Nov 30, 2023
Dyanne Ross-Hanson, Founder of Exit Planning Strategies, LLC, works with owners of privately held businesses to develop intentional ownership transition plans. She started Exit Planning Strategies, LLC, 10 years ago and has 30+ years of experience in the financial services industry. This work is Dyanne’s passion, and she considers objective expert consulting, independent of predetermined outcome or product, to be absolutely essential in exit planning. The sale of a business can be the single most significant financial event in someone’s life, the business owner needs to be prepared.
In her interview, Dyanne reasons that exit planning is not a single event, but rather a process. Without a plan, business owners who have put years of effort into their livelihood are leaving the transaction up to chance. She deep dives the notion that the most valuable component of the transaction are the key employees. Additionally, she shares valuable strategies for incentivizing key employees to stay post-transfer. Dyanne also discusses the difference between key employees and employees in key positions, which are not always the same thing. Twenty minutes is barely enough time to scratch the surface of Dyanne’s expertise.
Wednesday Nov 29, 2023
Carol Marzouk - Executive Lion Taming and Why You Might Need It!
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
Carol Marzouk is always fun to have on the show. Here she shares some stories that illustrate how owners can sometimes be the worst enemy of the value of a business. If you hear her describing you in this episode - call her immediately! Here's her website link: click here
Tuesday Nov 28, 2023
John ”Murph” Murphy - What To Do Before The Buyer Calls (D1618)
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
John "Murph" Murphy, founder of JK Murphy Advisors, specializes in helping business owners be prepared for all kinds of circumstances leading up the sale of a business. So what should an owner have prepared to discuss in case a serious buyer calls? Listen in to find out.
Click the LinkedIn button to Share this interview with your contacts!
Monday Nov 27, 2023
Merry Neitlich - Marketing Strategies to Beat Content Fatigue
Monday Nov 27, 2023
Monday Nov 27, 2023
Merry Neitlich, Provisors member and Founding Partner of EM Consultants, assists firms and individuals with turning brands into sustained business development opportunities. She has been a business development consultant for over 25 years, specializing in only professional service providers. Merry is here to provide expert advice on communication and marketing. In a time where content fatigue is rampant and people are thirsting for the next step, Merry has tips to combat this increasingly common issue.
In her interview, Merry stresses the importance of staying current, and branding in a way that goes beyond just providing good service. Now more than ever, it is essential to walk the walk when it comes to diversity and inclusion. Merry suggests that in order to effectively communicate and market your brand, your strategies should be based on the needs of your client. It is critical to get in touch with your clients, and to do so in a way that doesn’t exhaust them. Merry sheds light on what the new normal may look like, as well as ways to improve your online presence both on LinkedIn and Zoom.
Link to “Standing Out in the New Norm” - https://www.jdsupra.com/legalnews/standing-out-in-the-new-norm-be-the-72665/
- 3:54-5:06: What do clients really want? Merry shares methods to beat content fatigue.
- 11:02-12:12: Importance of mixing up media when sharing messaging with clients.
- 12:55-13:57: Necessity of putting the client’s needs first.
- 16:16-17:05: Are you walking the walk and talking the talk when it comes to diversity and inclusion?
- 21:50-23:01: Potent tips for enhancing your image on video conference calls.
Click the LinkedIn button to Share this interview with your contacts!
Thursday Nov 23, 2023
Jim Brubaker: Investing after you sell
Thursday Nov 23, 2023
Thursday Nov 23, 2023
Jim Brubaker shares tips, ideas and precautions in the area of Financial Planning for after your business sells.
Wednesday Nov 22, 2023
Aleen Bayard - Planning Your Exit Should Be Part of Your Annual Planning (L2617)
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
Aleen is a leadership development and executive coach. Her coaching approach is to help the client use the
coaching process to accomplish specific business goals. The sale or succession plan is one of the most
complex and emotionally-laden business scenarios she encounters.
Questions discussed:
What is the biggest issue you see when working with business leaders, especially those in the process of
contemplating a transition or exit strategy?
Do you suggest the clients hire someone like you personally or do you work with a larger executive team?
What is the most important lesson learned you can share with our audience?
Contact Info
Email:
Website:
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
Having advised numerous business owner families, Paul West shares his insight on some key personal mistakes business owners miss out on due to focusing on wrong activities.
Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, hiking and rooting for the Huskers.
Questions we addressed:
1. What are the top mistakes you see business owners making today?
2. How do you help business owners know when enough is enough?
3. I see that you are a CAP (Chartered Advisor in Philanthropy) in addition to a CFP (Certified Financial Planner). Why do you think that's important?
Monday Nov 20, 2023
Vince Mastrovito - Bringing your kids into the business?
Monday Nov 20, 2023
Monday Nov 20, 2023
Friday Nov 17, 2023
Gary Melling - Bringing Artificial Intelligence to life
Friday Nov 17, 2023
Friday Nov 17, 2023
Gary Melling of Acquired Insights Inc. discusses the evolution of AI and where we are headed next - and how you can keep up with all of it!
Thursday Nov 16, 2023
Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)
Thursday Nov 16, 2023
Thursday Nov 16, 2023
ITR Economics is in the business of international economic forecasting and consulting.
Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information.
Questions discussed:
Why is the Great Depression coming to the US?
Is it just the US?
When? Also, can anything stop it?
Contact info:
Email Address alan@itreconomics.com
Website www.itreconomics.com
Read his Book:
Prosperity in the Age of Decline
Print and ebook, Amazon and Barnes & Noble
Wednesday Nov 15, 2023
Chris Bond - Surviving the Founder is A Key to Business Transfer
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Chris Bond of Murphy Business Financial Corp. discusses a recent business sale and the common needs of businesses to "survive" the founder to transfer successfully.
Transcript:
Chris: Surviving the exit of the founder or the operators, that's the biggest key, and every client project I work on is heavily weighted toward good will, so the value is often in the name, the brand, the phone number, the web address, and a lot of what the founder or operator has built. So, it's difficult to transfer that. I've got a deal right now, a signed purchase and sale agreement, all ducks in a row, all pieces negotiated, lawyers have done their parts, the one snag is: final piece of financing for the buyer, and getting a bank to be comfortable with how heavily weighted this small publishing company is on the founder's knowledge as opposed to the books, and that's a challenge. We've got multiple banks looking at it, trying to get one of them comfortable with the buyer, who is so savvy and so talented that he's going to be able to grow the business beyond what the founder's built, never mind maintain what he's built.
Tuesday Nov 14, 2023
Rodney Hatley - Do I need to go Offshore for Asset Protection?
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
Rod Hatley of Chhokar Law Group P.C. discusses concepts related to Asset Protection and Wealth Preservation. We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript:
Bill: There's been a lot of talk lately about different types asset protection strategies, especially from business owners who are going from a complicated business asset to liquid. Here's Rod Hatley.
Rod: Unfortunately, there are people out there who prey on the unsophisticated, and they will talk to you about going offshore, hiding assets, and evading taxes. And, unfortunately, that does happen, but I'm here to tell you, a change in the law some years ago, we can achieve a similar level of protection domestically. We've found that it makes a lot more sense to keep a client domestically, if they'd like to stay. Let me say it this way: asset protection, if it's done legally and ethically, it's not about hiding anything, it's about simply structuring the owner of the asset so that they're safeguarded from risk, nothing more, nothing less. And we can help clients avoid taxes, but we can't help them evade.