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All Star Review #7 - A composite of brief guest clips

We hope you enjoy this 10 minute composite of Guest interview excerpts!

 

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Don Rheem - Thrive by Design

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Get your notebook ready for this one, Don Rheem, CEO of E3 Solutions, is in the business of increasing workplace engagement through a science-based approach. Don is a nationally recognized TedX Speaker, former White House Correspondent, and Science Advisor to Congress. He is also the author of “Thrive by Design: The Neuroscience That Drives High Performance Cultures.” Don started E3 Solutions 12 years ago and his methods have proven to boost engagement, which results in higher productivity, profitability, and retention. 

 In his interview, Don emphasizes the importance of understanding how employees feel at the workplace, as this is the true mark of a company’s culture. Don comments on the importance of graciousness in the time of Covid, as memories made in fear will last a lifetime and retention may be dependent on thoughtfulness. He shares ways to create "emotional velcro" and discusses why compensation doesn't necessarily correlate with engagement. Don's insight is critical to building a more engaged and productive team, do not miss this fascinating conversation relevant to all.

1-Minute Sections: 
  • 3:24-4:34: We know the conditions which make brain function thrive, we need to design our workplace around this.
  • 6:32-7:48: “What does it feel like to work here?” - That is your true work culture.
  • 9:27-10:35: Compensation does not necessarily correlate with performance.
  • 15:08-16:15: Factors that correlate with engagement and how the brain behaves.
  • 17:01-18:07: Specific considerations regarding productivity and metabolic capacity during times of crisis.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Loreen Gilbert - WealthWise Financial Services

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Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices. 

In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.

1-Minute Sections:
  • 3:18-4:35: Status of the market and what investors should be looking at now.
  • 12:08-13:05: 10 year goals for WealthWise and financial service industry.
  • 14:09-15:01: Importance of building a collaborative team spanning across various disciplines.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Eric Seropyan - Essentials of Search Engine Optimization

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Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses. 

In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.

1-Minute Sections: 
  • 2:02-2:56: What is Search Engine Optimization and why is it important?
  • 3:30-4:34: Discusses metrics which Google uses in Search Engine Optimization.
  • 7:07-8:13: Optimization requires getting the attention of both Google and the person clicking to your site.
  • 14:18-15:16: The next iteration of marketing is driving people to take digital action.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Heath Goldman - What Will Your Legacy Look Like in 25 Years?

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Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy.

In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that.

1-Minute Sections: 
  • 4:04-5:05: You may think you know what is going on until the questions begin - get on the same page and have these conversations.
  • 8:39-9:44: Ego and legacy, “How will I be remembered?”
  • 13:19-14:18: Importance of communication, collaboration, and coordination between advisors. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Leslie Groene - Strategies for Navigating Sales During Crisis

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Leslie Groene, President of Groene Consulting, is a Sales Coaching Consultant who provides the tools needed to enhance sales team skills and effectiveness. She serves as an industry agnostic, outsourced sales manager and trainer and has worked with many big companies. Leslie is extremely passionate about helping others create organic revenue growth. She has valuable information on how salespeople can and should continue despite the larger crisis. 

In her interview, Leslie discusses why it is essential to understand the needs of your client. She also highlights the importance of knowing the long term value of your customers rather than just being focused on a one-time sell. Leslie suggests we now must shift from being sales representatives, to being resources for our client in order to help them remain in business through these challenging times. People need to feel understood before they will listen to you, and everyone has been impacted differently - intentional empathy is critical right now. Leslie’s tips are extremely useful to anyone trying to understand how to communicate during the ongoing crisis.

1-Minute Sections: 
  • 3:12-4:31: Long-term relationship selling by thoroughly understanding your client.
  • 6:21-7:32: Speaks about strategies to use in this uncertain time of crisis and keeping focus on the clients.
  • 9:59-11:10: Take the approach of finding your clients’ needs and find where you can help.
  • 11:30-12:37: Identify what you can bring to the table to help your client remain in business, and other different things you can do now.
  • 17:24-18:22: Identify your perfect client, consider your new prospects, and keep your existing clients. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Kathy Dawson - Making a Difference One Job at a Time

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Kathy Dawson, esteemed Provisors member and CEO of Dawson & Dawson, is passionate about getting people into the right job and is a sought after talent broker. She’s been in the Search and Staffing industry for over 35 years and is a Certified Staffing Professional. In 2008, Kathy started her company in order to create a one-stop shop for employment service. Kathy has helped thousands of business owners hire the right employee at the right time, and aims to make a difference in people’s lives one job at a time. 

In her interview, Kathy shares valuable information for both business owners and individuals. She discusses some new practices coming to life due to Covid regulations, as well as potent insight regarding the economic outlook from her industry-agnostic perspective. Kathy explains why it is essential to see people as individuals with unique skills in order to find their best fitting job. Impactful hiring can and should be mutually beneficial, and a positive attitude goes a long way. Kathy’s giving spirit and deep wisdom on this subject cannot be missed.

1-Minute Sections:
  • 5:29-6:36: Many people become entrepreneurs by identifying a need and starting a business which addresses said need - this is how Kathy started Dawson & Dawson.
  • 10:47-11:57: New programs and job placement related to new Covid practices.
  • 13:17-14:16: Status of the current economic outlook and unemployment statistics.
  • 16:21-17:36: Valuable wisdom for entrepreneurs from Kathy’s 30+ years of experience. 
  • 18:31-19:30: 10% of Kathy’s business’ budget goes to people who need help without a fee.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Henry Evans - Best Practices for Driving Accountability & Building High Performing Teams (J2717)

Henry Evans is the Managing Partner of Dynamic Results, a Strategy Implementation and Organizational Development firm. According to Harvard University, Dynamic Results' clients implement their strategies at 8 times the rate of most companies.

Questions Discussed:

1) What does it mean when you say your clients implement their strategies at 8x the rate of most companies, according to Harvard?

2) Your Accountability Method, and also, your approach to generating leadership at every level of an organization, have both gotten a lot of press. What, if anything, do the approaches have in common?

3) Your methods have gotten a lot of press (Inc., Forbes, Washington Post, Fast Company, Huffington Post, Entrepreneur) for being counterintuitive. For example, you promote the idea that it's okay to get angry at work. Can you say more about that?

Contact Info: 

Email Address: hevans@dynamicresults.com

Website: www.dynamicresults.com

 Books available on Amazon: "Winning With Accountability, The Secret Language of High Performing Organizations" & "Step Up, Lead In Six Moments That Matter"

 

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

 

Ben Krueger - Fundamental Principles of Podcasting

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Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.

In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.

1-Minute Sections: 
  • 7:25-8:42: Why now is a great time to start a podcast.
  • 9:42-10:43: People may not start a podcast because they want to do it right. 
  • 12:43-13:54: The value of having the proper mindset when starting a podcast and how you can attain said mindset.
  • 17:28-18:32: Why you should definitely start a podcast even if there are already shows on your chosen topic. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Ryan Skinner - Life insurance and Annuities in Exit Planning

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Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live comfortably when retired. 

In his interview, Ryan shares a variety of reasons why business owners can benefit from using insurance policies. There are so many different types of insurance policies, and it is crucial to use a competent professional who can build a plan that best fits your needs. Careful planning can protect and create a legacy for your loved ones. Ryan truly puts people first in his work, tune into his expertise for an overview on how insurance can impact exit planning.

1-Minute Sections:
  • 7:53-9:01: Comments on the many reasons why business owners should use insurance policies.
  • 12:34-13:22: People who fail to plan are planning to fail - importance of estate planning. 
  • 15:18-16:33: Using life insurance to plan a legacy for your loved ones.
  • 16:50-17:45: Discussing his book “Taking Stock: Protect Your Wealth and Create Reliable Income for a Happy and Secure Retirement”

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Lee Goldberg - Preparing for Your Business Exit Strategy

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Lee Goldberg, Transactional Attorney and owner of the Law Offices of Lee R. Goldberg, is an expert at growing businesses’ value through exit planning strategies. He’s had over 33 year experience and seen millions of dollars left on the table due to lack of plan. Lee’s mission is to help his clients keep more of the money they earn and protect their wealth for generations to come. Lee knows firsthand that you should not wait to plan your exit strategy.

In his interview, Lee shares a valuable collection of information we don’t always hear when talking about exit planning. Specifically, he gives 8 tips for what you should do now to better prepare your exit planning strategy. Lee shares valuable insight on what buyers look for before committing to buying a business. He also shares powerful ways to increase your EBITDA. Proper exit planning is an effective way to drive up your business value, but it takes time and expertise, don’t miss out on Lee’s indispensable wisdom.

1-Minute Sections: 
  • 3:09-4:06: Why having an exit strategy is the best way to add value to your business.
  • 5:30-6:32: Now is the time for exit planning, waiting may mean it’s too late to restructure. 
  • 8:33-9:40: Method to increase EBITDA drastically and drive up business value. 
  • 17:11-18:11: Business structure review is essential to highest valuation. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Zach Schaefer - Identify, Select, and Retain Top Talent

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Dr. Zach Schaefer, Founder and CEO of Spark the Discussion, is a talent optimization and behavioral science expert. Dr. Z is also an award winning professional speaker and recently retired tenured professor. His mission is to help companies execute their goals with excellence. Dr. Z has important insight to share with business owners regarding team building and finding a suitable successor. 

In his interview, Dr. Z discusses behavioral science and its application in the workplace. Culture can make or break a company, so building the right team should not be taken lightly. Dr. Z explains some behavioral science assessment tools and how they can be used to optimize your teams. He also shares some musings from his fascinating book, “American Creativity.” Your carefully chosen team can help your business grow even after you’ve left the business, don’t miss Dr. Z’s tips for building the best team you can.

1-Minute Sections: 
  • 5:36-6:20: How behavioral science applies to the workplace.
  • 6:50-7:53: The shocking accuracy of behavioral science tools.
  • 9:15-10:19: Characteristics of a good successor. 
  • 11:21-12:34: Tips for smoother transitions within family businesses.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Dana Dattola - Insurance and Covid

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Our next guest Dana Dattola, Owner of Weaver & Associates, is a third-generation property and casualty insurance broker. She is a certified insurance consultant and a certified risk manager. Dana’s agency often serves as the risk management department of privately owned, growth-oriented businesses who see the value of risk management. She aims to simplify the insurance process, making sure their clients understand the risks and their insurance policies so they can confidently make business decisions.

In her interview, Dana sheds light on insurance in the time of Covid. She discusses business interruption coverage and what you should do if you have it. Dana shares what is happening with employer liability and workers’ comp due to Covid. She also has an offer you don’t want to miss. Among all the uncertainty, be sure to listen to Dana’s expertise to help you stay informed.

1-Minute Sections: 
  • 8:27-9:24: Many agencies are being bought by larger agencies, meaning some of the personal service is being lost and boutiques are doing well.
  • 10:00-11:10: Insurance and Covid - do you have business interruption coverage?
  • 12:55-13:56: What is happening with insurance right now due to Covid and what you should do now.
  • 14:37-15:49: Workers comp is going to pick up - insight on employer’s liability for employee’s health.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Nada Lena - EQ and Why Your Success Depends on It

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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.

1-Minute Sections: 
  • 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.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.

 

 Are you and your Business "Transition-Ready"? 

 Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!

 

 

 

Brad Leggett - How Sales Organizations are Changing to Survive Covid

Screen_Shot_2020-06-19_at_102223_AM_bctie.pngBack with us again is CEO and Founder of Leggett Sales and Provisors member, Brad Leggett. Brad has been in sales since age 16, and through his career has worked in nearly every aspect of sales. He now specializes in building leading high performance sales teams by determining their team development issues, then developing and implementing solutions for them. Brad has some new ideas you can implement for increasing sales in the current crisis. 

Brad packs a lot of potent information into his interview, including strategies for increasing sales, things that aren’t so different, and tips to master the digital space. He discusses the importance of internalizing that you can be successful in this time, as perception can sometimes be more powerful than reality.

Brad shares powerful tips for making yourself stand out on digital platforms, as well as ways you can re-structure your day for maximum efficiency. He also talks about ways leaders should approach potential layoffs if they are absolutely necessary - and why they should avoid layoffs. This situation is something no one has seen before, but Brad’s insight may be your key to unlocking unexpected success in this unprecedented time.

1-Minute Sections: 
  • 5:00-6:02: Mindset, attitude, and perception regarding sales is essential to success.
  • 6:38-7:38: Importance of being human and vulnerable with customers.
  • 9:06-10:05: Perception can be as or more powerful than reality. 
  • 10:28-11:30: We need to consider people’s attention spans being shorter in a digital setting.
  • 14:01-15:15: Some aspects of sales that haven’t changed due to Covid. 
  • 18:48-19:54: Think long term when it comes to layoffs - think about how your actions now will affect your business 12 months from now.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Adrianna Smith and Lana Hout - Key Factors to Drive Up Business Value

Adrianna_Smith_Lana_Hout_High_Res_wk-WEB_bsmbm.jpgAdrianna 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.

1-Minute Sections:
  • 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.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Natalie Elisha Gold - Estate Planning Essentials

Screen_Shot_2020-06-17_at_30643_PM_93v9p.pngNatalie Elisha Gold, Provisors member and Managing Attorney at Gold Legal Group, LLP., is in the business of protecting your legacy and the legacy of your business and clients. After a life-changing injury in her youth, she was motivated to change the world and at age 24 started her own law firm. Natalie aims to help people leave something better behind for their children and implement trusts which will preserve wealth to the fullest extent possible. Her strategic approach to wealth preservation is truly essential to having a highly successful estate plan.

In her interview, Natalie discusses estate planning as a way to protect your independence and privacy. Without a plan, your family will be faced with time-consuming litigation and expensive attorney and court fees. Natalie knows that the best way to preserve your wealth is getting your estate plan sorted out while you’re still able, and continuing to update it as necessary. A legal fee is a drop in the bucket compared to the money you’ll save by having a well thought out plan. Being well-informed will help you make better choices for yourself and your family, take the time to listen to Natalie’s expertise on making wealth preservation as painless as possible.

1-Minute Sections:
  • 8:06-8:56: If you value your independence and privacy, you cannot afford to not do planning to protect your wealth.
  • 9:58-10:58: An overview of some of the common shortcomings in wealth and asset protection.
  • 12:04-13:06: The legal fee is absolutely worth it compared to how much you’ll save and help your family. 
  • 15:07-16:16: Get your estate planning done while you can, it will protect your family and privacy without involving courts and headaches. 
  • 18:51-19:53: Life insurance is a must, get it young when healthy, it isn’t just for helping after death.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Sonni Sabahi - Business Relationships, Investing, and Saving Money

Screen_Shot_2020-06-16_at_90607_PM_7qc6r.pngSonni Sabahi, Managing Director of ICM Capital Markets, Inc., specializes in whole loan trading and investments. He’s been in the financial and real estate industries for nearly 25 years. ICM Capital Markets, Inc. began in 2008 following the market crash. With the current crisis, his profession is extremely relevant as banks need cash to survive. 

Sonni describes how a residential whole loan fund works and why it can be a good alternative to the stock market as an investment. He shares how defunct loans can become revenue sources for investors. Sonni also explains why the current crisis has led to problems for big banks and how to gain assets at a discount. We always hope to bring new ideas to our listeners, so if you’re looking for new investment ventures be sure to listen to Sonni’s insight.

1-Minute Sections:
3:04-4:10: What is a whole loan and trading investment?
5:00-6:00: An idea of what Sonni does at ICM Capital, Inc.
7:02-8:06: Covid crisis and investment opportunities due to liquidity issues.
11:13-12:15: Discussing this form of investment as an asset class which is not bound to the stock market. 
 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Reb Risty - Marketing in the Virtual Universe: 5 Reasons Every Business Should Use Video Testimonials

Screen_Shot_2020-06-15_at_51519_PM_ay9by.pngReb Risty, Head and CEO of REBL Marketing, is a marketing expert with useful information for communicating with your customers in these unique times. After starting her company in 2008, her mission has been to help her clients clearly communicate their value propositions and boost engagement. The marketplace has rapidly shifted from a digital world to a virtual universe, so online presence is more important than ever before, and video testimonials are a great place to start. As we begin to reopen, Reb has tips for marketing in a cognizant manner.

In her interview, Reb discusses the importance of continuing communication with your customers. She dives deep on the importance of having not just testimonials, but video testimonials from clients. Reb shares some of the reasons video testimonials are so successful and how you can easily start generating your own. It is essential to adapt to the changing marketplace, use Reb’s tips to thrive in the virtual space.

1-Minute Sections: 
  • 5:28-6:21: Marketing tips for the re-opening and business survival.
  • 6:54-7:58: “We went from a digital world to a virtual universe,” continue evolving your plan. 
  • 8:49-9:54: Importance of testimonials, and reasons why a video testimonial is even more powerful.
  • 11:30-12:30: Simple ways to get video testimonials from your clients.
  • 13:22-14:24: Sweet spot of time frame for video testimonial, with social media platforms and customers in mind.
  • 17:34-18:20: Keep communicating with your customers, they’ll know you’re there for them when things bounce back.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Alison Gokal - Contingency Law: Equal Access to Lawyers No Matter Your Current Socio-Economic Status

Screen_Shot_2020-06-14_at_114455_PM_b0qfk.pngAlison Gokal, of Gokal Law Group, Inc. is a Personal Injury and Trust Litigation Attorney and Provisors member. She is a self-proclaimed warrior for the injured and wronged, seeking to bring justice through litigation. After experiencing trauma caused by a manufacturer’s negligence as a child, she has made it her personal mission to ensure manufacturers are held accountable and aims to right their wrongs with all means available. Alison uses a business model which enables her to provide justice not only for those with the means to hire an attorney, but for anyone who has been wronged. 

In her interview, Alison speaks to the importance of justice. If a business or individual has put their own greed and interests over the safety and well-being of people, they must be held accountable. Alison knows they can’t undo what happened, but knows they can ensure it won’t happen again. She provides useful tips for what you should do if you may have been wronged by a manufacturer and identifies patterns that may reveal a misuse of trust funds. If you understand your rights, you’re able to be a better advocate for yourself, so don’t miss out on Alison’s valuable information.

1-Minute Sections:
  • 4:53-5:53: An explanation of the episode topic title.
  • 6:35-7:47: Alison explains that she seeks to provide justice and not clog up courtrooms with litigation.
  • 12:51-13:47: Patterns to look for in protecting a trust fund.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Dr. Jerry Kornfeld - The Solution Within

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Frequent guest and riveting speaker, Dr. Jerry Kornfeld shares the latest in medical information about strategies that can help you improve your outlook on life.

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Lisa Caprelli - Five areas to achieve balance, happiness and fulfillment in life

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Lisa Caprelli, Author and Host of the Happy Lifestyle show, shares some great tips on how to live a happy and balanced life.

 

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Stephan Liozu - Intentional Pricing Strategies

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Stephan Liozu, Founder and Disruptor at Value Innoruption Advisors, is a designer of disruptive and innovative value and pricing strategies. With over 25 years in business, he noticed that people very easily get stuck in their comfortable, existing models, but leaders should constantly be innovating. Stephan defines disruption as learning to do things differently. Comfortability may be your enemy, and a bit of innovation can go a long way towards improving your bottom line.

 In his interview, Stephan discusses common misconceptions in the field of pricing. While many business owners determine price based on cost, few base their pricing on the value brought to the customer. Stephan suggests moving from a reactive pricing approach, to a proactive pricing approach. Start catching more value in your market by working at the intersection of innovation and disruption, listen to Stephan’s expertise to learn how.

1-minute Sections:

  • 6:27-7:35: Disruption and transformation, talking about unintentional approaches to pricing
  • 9:09-10:20: Misconceptions in the field of pricing - cost-based vs. value-based
  • 14:13-15:13: “Pricing Counsel” - establish a group dedicated exclusively to pricing, meet once a month

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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AmyK Hutchens - What One Question Should Your Entire Organization Be Able To Answer?

Hutchins_Amy_934mi.pngAmyK Hutchens, of AmyK International, specializes in teaching critical thinking for better performance, productivity and profitability. Previously working as an executive around the globe,  she has seen countless people identifying problems, but not devising any solutions to them. This led AmyK to eventually start her own business using her passion of solving problems and igniting brilliance in leadership. She works with companies by constructing custom think tanks that are aimed to help improve business performance all around. 

One of the first things AmyK will often ask her clients is “What would be your ROI if everyone in your company was thinking a bit better tomorrow?” In her interview, she explores this question from various angles and relates it to goal achievement. By breaking down the thought processes behind our behaviors, we can change both our behavior and results. AmyK stresses the importance of clearly defining the target before setting out on the hunt. She offers some tips for better understanding our customers' thought processes, finding the best prospects, and ways to improve the quality of meetings. AmyK’s knowledge is invaluable to any business owner hoping to get the most out of their time and efforts.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Barry Moniak - Begin With The End in Mind

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Barry Moniak, Vistage Speaker and Organizational Therapist at End in Mind, helps leaders build synergistic, independent teams and systems. Barry’s specialty is helping business leaders break free from the day-to-day and keep their focus on the end goal. His method for achieving this, is to help construct a business model which can run without the leader constantly needing to keep their hands on the wheel, allowing them to build an identity beyond the workplace and more fruitfully retire. By assembling the right team, the results can be far greater and more profitable than individual efforts could be on their own. 

In his interview, Barry dives deep on the value of creating a culture of synergy. When done correctly, the sum of the whole can be far greater than its parts. Barry also talks about how exit planning should be viewed like flipping a house - you are aiming to build the best house on the block. By gradually letting go of the wheel and testing the systems you’ve built, you can ensure your company can keep running without you there and thus be more valuable to potential buyers. This information can help not only your business, but also everything about your well-being in life, you don’t want to miss Barry’s expertise.

1-Minute Sections: 
  • 3:39-4:38: Drawing analogies to business using the example of someone preparing for a backpacking trip, as well as pilots.
  • 7:29-8:23: Discusses common business goals and “what would it take to make that reality happen?”
  • 14:03-15:16: “Corporate structure, in a way, stole the heart and sole of humanity...” and Barry also redefines business.
  • 18:54-20:15: Synergy, the sum being greater than its parts, and an analogy to basketball.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Jillian Murphy - Learning About Leadership and Teamwork from Fascinating Adventure Stories

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Jillian Murphy is a Speaker for Vistage and The Syncretics Group. The Syncretics Group is a consulting firm specializing in leadership, executive coaching, and teamwork development through the use of drawing comparisons to compelling, true survival stories. The lessons learned at “The Edge” can be applied to business and help put operational challenges into perspective. Keeping the long term goal in mind is critical whether it is for survival or for achieving business goals. 

In her interview, Jillian shares some adventure stories from a few flagship books where people came together, beat the odds, and managed to overcome extremely dire circumstances. The lessons learned by understanding their trials and tribulations can be universally applied, but help make drastic improvements in business situations. Jillian shares some powerful tips that help with achieving long term goals and stresses the importance of tenacious creativity. Jillian’s insight is relevant to everyone and can help dramatically improve your results, don’t miss her fascinating interview.

1-Minute Sections:
  • 5:08-6:10: Some metaphorical but practical strategies for both leaders and teams.
  • 7:50-8:46: These survival challenges put business challenges into perspective. 
  • 9:30-10:34: Vision and victories - set short term goals that lead you to the long term goal. 
  • 12:02-12:55: Optimism and reality - be positive and confident, while staying grounded in reality. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Merry Neitlich - Marketing Strategies to Beat Content Fatigue

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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. Merry’s expertise is extremely relevant and helpful in navigating the post-COVID world, be sure to tune in to her interview. 

Link to “Standing Out in the New Norm” - https://www.jdsupra.com/legalnews/standing-out-in-the-new-norm-be-the-72665/

1-Minute Sections:
  • 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.

We've built a special collection of 20-minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Morrie Shechtman - Ending Mediocrity in the Workplace (K0517)

1c59d55.jpgMorrie Shechtman is a Chairman of Fifth Wave Leadership, a company that deals the Human Capital Consulting. Today, he will discuss the topic of ending mediocrity in business. 


Questions Answered: 


1) What's the only competitive advantage left? 
2) Why do most leaders and their companies underachieve? 
3) Why are there no "business problems"?


Contact Info: 



 

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Holly Green - Using Your Brain to Win (K2317)

AAEAAQAAAAAAAAfhAAAAJGU5N2ZmZjk0LTg4MmUtHolly helps business leaders and their companies achieve excellence by creating clarity on what winning looks like and determining how to get there. She will help you achieve alignment and focus your organization so everyone is in the same race. Her unique approach to strategic agility, alignment and engagement - based on the approach Pause, Think, Focus, Run - provides the tools, techniques, and skills companies need to reach their destinations and achieve their goals.


Questions Answered: 


1) What are some of the ways our brain has built in blind spots? 
2) How do we use our brains more effectively at work?
3) How can we set ourselves up to be successful


Contact Info: 



Bonus Material: 


Book on Amazon: Using Your Brain to Win and via MoreThanaMinute.com


Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

 

Karen Sparks - Divorce and Finances

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Karen D. Sparks, CDFA, Provisors member, and Owner and Founder of Divorce Financial Strategists, has valuable insights to share regarding the divorce financial analysis process. Before starting her own practice, Karen noticed too many people questioning the choices they made during the divorce process and sought to provide a solution. The goal of her practice is to eliminate the “whys” that may follow a divorce. In particular, she highlights how working with a CDFA will help to provide education and sound strategies that will help you avoid divorce remorse.

If you or someone you know is contemplating divorce or currently in the divorce process, Karen’s interview is for you. Karen outlines the full-scope of the divorce process and why starting with strategic financial planning is essential. Everyone’s situation is unique, and Karen does not take a cookie cutter approach in finding solutions that work for everyone. In a life-changing situation such as divorce, you need a grounding, neutral, expert voice to guide you through the process. Getting a handle on your finances first is essential to the rest of the process, and if you or someone you know is going through a divorce, be sure to learn from an expert like Karen.

1-Minute Sections:
  • 7:53-8:44: Three things she prioritizes in her practice.
  • 10:34-11:41: Importance of planning in a divorce and full-scope of divorce process.
  • 15:33-16:33: Discusses some areas where her work intersects with other aspects of law - collaborative law.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Leisa Reid - The Key to Mastering Your Mind in Business

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Leisa Reid, Trainer and Speaker at Productive Learning, is in the business of personal and professional development through mind mastery. In her darkest place, Leisa took a workshop through Productive Learning and it turned her life around, eventually she started working for them to help others do the same. When faced with unknown circumstances, such as the current pandemic, we all have natural reactionary tendencies that can cause us to be less productive than we could be. Leisa is an expert on overcoming these obstacles and helping people harness the power of their own mind. 

In her interview, Leisa discusses how thoughts lead to results and explains the significance of meta-cognition. Specifically, she shares a model for how we can take control over our thoughts with self-inquiry in order to garner the results we desire. Leisa also expands on the fear responses of fight or flight, to include freezing and fainting as well. By slowing down and becoming aware of how you respond to a crisis, you can catch yourself in these thoughts, overcome, and ultimately become more productive. Lisa also offers some free tools to our listeners for their own mind mastery journey. Wherever you go, your mind goes with you, so don’t miss out on Leisa’s indispensable, extremely relevant information on mastering your mind.

1-Minute Sections: 
  • 5:12-6:12: “Thoughts lead to feelings, lead to actions, leads to results.”
  • 6:56-7:55: The root of worry and importance of slowing down and controlling your own thoughts.
  • 9:02-10:08: Fight, flight, freeze, or faint - different ways of coping with fear and your awareness of your own response.
  • 16:27-17:35: Your mind always has a goal, but sometimes your unconscious mind can prevail and get in the way by fulfilling its own goals. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Nina Stillman - Estate Planning for Business Owners

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Nina Stillman is an estate planning attorney, Provisors member, as well as CEO and Owner of The Stillman Law Group. Nina helps business owners keep the promises they make about taking care of their families using estate planning and business law. Being raised by an entrepreneurial father, Nina got her MBA at the dinner table and has unique insight into the business aspect of estate planning. Many business owners tend to forget that the business is a part of their estate, and leaving this out can cause a nightmare for your family. 

In her interview, Nina discusses why you should take some simple steps now in order to avoid disaster down the line. The emotional toll of losing a family member can be dramatically amplified by not having a plan worked out. Nina shares some insider tips for ensuring your assets are distributed with growth in mind. Without careful consideration, you may inadvertently leave your loved ones with a mountain of taxes or other responsibility they may not be prepared for. Estate planning is an inevitable fact of life, take the time to be informed and use Nina’s expertise to your advantage.

1-Minute Sections:
  • 7:15-8:27: Talks about necessity of estate planning early along with what considerations to make.
  • 13:44-14:47: Emotional toll of losing a family member can be amplified by not knowing what to do with the business. 
  • 15:19-16:35: All assets are not equal - careful planning and distribution is essential.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Lauren Mullee - All About Marvin Actions

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Back with us again is Lauren Mullee, Attorney and Partner at Buncher Law Corporation. She specializes in Marvin Actions, or non-marital cohabitation cases. With the rise in popularity of non-marital cohabitation, this information is likely very important to you or someone you know. There is a lot of confusion regarding Marvin Actions and Lauren is here to clarify.

In her interview, Lauren outlines the origin of Marvin Action and compares this field to family law. The laws that apply to married people do not necessarily apply to those who have amassed an estate while cohabitating and unmarried. Despite the vagueness of the law in these situations, Lauren knows firsthand that there still may be disputes to settle. Lauren always keeps her clients’ bottom line in mind and shares some ways to settle outside of the court system. Until changes are made to the law surrounding non-marital cohabitation, a strong and knowledgeable advocate like Lauren is essential in these situations.

1-Minute Sections:
  • 3:56-4:56: A brief background of Marvin Action and its origins.
  • 13:20-14:23: The differences in legal meaningfulness for non-marital agreements vs. marital agreements.
  • 18:06-19:23: What would need to happen for law development of non-marital cohabitation cases.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Peter Lehrman - Modernizing Business Acquisition

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Peter Lehrman is the CEO and founder of Axial, an online platform used by thousands of business owners and their advisors to raise growth capital, explore acquisitions, and exit their business. Peter started Axial 11 years ago intending to improve how entrepreneurs execute the most important business transactions of their careers. His platform covers all the bases regarding business sales, eliminating gaps Peter noticed through the transaction process, and aims to elevate every aspect of the experience. Axial gives small business owners an opportunity to find professional help in a modernized way. 

In his interview, Peter takes a look at business acquisition through a modern lens. While business owners wouldn’t hesitate to hire a realtor, he notes that many still believe they can handle business acquisitions without professional help. His platform serves as a matchmaker for buyers and sellers, and Peter discusses the importance of assembling the proper audience for garnering the most value. Peter also shares some exit strategies that we don’t usually talk about. Take the time to level up your exit planning and business acquisition strategies with Peter’s indispensable expertise.

1-Minute Sections:
  • 10:19-11:20: Business owners don’t hesitate to hire a realtor, but surprisingly try to go it alone for a business sale - it is not that easy.
  • 12:45-13:44: Describes the worst time to try to sell your business.
  • 15:40-16:52: Improving business valuation by assembling an audience of potential buyers that fit the bill 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Craig Maloney - 7000 Channels, Find Yours

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Craig Maloney of EverythingOnline, LLC understands the internet, digital integration and how to get the most out of all of it for your business.

 

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James S Wittmack - 3 Most Important Things a Business Owner Should be Doing They Aren’t Doing Now

James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.

Questions Answered: 

1) What's your most interesting funding story?
2) What's your most interesting turn around story?
3) What's your most interesting start up story?

Website: intellivestadvisors.com

 

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Harry Barth - Asset Protection Planning Has Never Been More Important

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Harry Barth is the Founder and Senior Managing Partner for BarthCalderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations across the country including: Vistage International, Women Presidents’ Organization, Young Presidents’ Organization, Tiger 21, Quaker Oats, Entrepreneurs Organization, California Society of CPA’s and many more.

Harry has over 40 years of experience counseling business owners and their families, corporations and franchisees nationwide. Harry has distinguished himself by being an asset protection advocate and his workshops have helped thousands of families and businesses protect their assets they have worked so hard to build.

In this interview Harry reveals why the field of Asset Protection is about to become very popular and he outlines some easy steps to get started.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Ryan Smith - Think SBA

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Ryan Smith, Principal and Founder of ThinkSBA.com, helps individuals and business owners with financing and understanding SBA funding. Before landing on the banking trajectory, Ryan served a stint as a minor league baseball player, and has since worked his way up the financial chain. He now helps people with SBA financing and aid in their learning how to acquire businesses and commercial real estate. In a field full of misconceptions, Ryan offers some much needed clarity. 

In his interview, Ryan goes over the benefits of SBA lending and funding in great depth. He dispels some myths about credit score necessary for lending and clarifies other common fallacies regarding SBA financing. Ryan also discusses a variety of ways to begin an acquisition even if you previously believed it to be impossible. In dealing with a huge milestone such as an acquisition, it is essential to have an expert in your corner, so be sure to listen to Ryan’s interview for his SBA wisdom.

1-Minute Sections:
  • 4:04-5:02: Misconceptions about credit score required for SBA lending
  • 6:51-8:06: Begins to list 10 reasons for SBA 7A loan
  • 10:30-11:31: Advantage of SBA evident through ability to lump real estate into loan
  • 16:44-17:47: Example of a situation where a key employee is taking over business ownership
  • 20:16-21:16: Where to start if a seller is helping a buyer with acquisition 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Nicole Nuzzo - Family Law Resources During COVID

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Nicole Nuzzo, Attorney at Bremer Whyte Brown & O’Meara, joins us today with insight on how family law has been affected by COVID. Nicole is a certified family law specialist and has been named one of the top 10 attorneys in California by the American Institute of Legal Counsel. She believes in open, honest communication, and engages in assertive, thoughtful, and compassionate representation. Times are changing rapidly, but Nicole is still finding ways to help families find creative solutions to settle. 

Nicole shares extremely valuable resources to anyone struggling to deal with settlement or support amid this crisis. While the world has, in some ways, stopped entirely, domestic disputes have not, and still need to be addressed. Despite courtroom shutdowns, Nicole details various alternatives to reach a settlement - and likely save you money in legal fees as well. Courts may be far from reopening, but filing a motion may prove valuable in terms of retroactivity. If your life is unraveling due to a family law related dispute, it can be especially confusing and daunting during a pandemic, but Nicole’s resources and expertise will provide some much-needed guidance.

1-Minute Sections:
  • 5:43-6:48: Discusses some of her core beliefs, including exploring mediation before litigation.
  • 7:49-8:52: How the COVID shutdown is affecting court-ordered support.
  • 12:52-13:46: Discusses her COVID resource page full of FAQs regarding family law.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Joe Seetoo - An Integrated Approach to Exit Planning

Seetoo_Joe_alxjg.jpgWith us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals. 

In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.

 

1-Minute Sections: 
  • 5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals. 
  • 6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely.
  • 11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid.
  • 17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial.
  • 19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Rod Hatley - Essential Tips for Stress-Free Estate Planning

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Back once again is Rod Hatley, of Hatley Law Group, one of the top firms in San Diego. Rod is an estate planning attorney who dealt with a 7-year probate when his father passed away. Now his passion is helping families avoid probates and courtrooms when the inevitable happens. Rod’s approach to estate planning is viewed through the lens of asset protection and he aims to help his clients make informed choices. Rod knows how stressful the transition after death can be and he hopes his clients don’t have to go through what he has. 

In his interview, he discusses estate planning in reference to the current pandemic and what you should be doing now. Estate planning isn’t just about what happens after death, but also planning for the transition process if you or a loved one were hospitalized and no longer able to make decisions or conduct business. Rod describes various necessary documents for a wide range of circumstances, as well as the importance of regularly updating your existing plan. When fear takes over, logic goes out the window, so it is important to be responsible and well-informed. Estate planning will not cause your death to come more quickly, so be proactive in preventing unneeded stress and let Rod’s expertise help you.

1 minute sections: 

  • 6:54-7:46: Talking about the necessity of building a dynamic plan and maintaining it
  • 16:20-17:23: Explaining how he puts his clients first and projecting some upcoming needs regarding estate planning
  • 18:07-19:08: Starts describing his top 3 tips - explains the difference between will and trust
  • 19:55-20:48: Estate planning doesn’t make you die any more quickly, but instead is the responsible choice to leave your family in a better position

 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Jim Immel - Legacy Decision Making

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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

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

John Dini - The Missing Factor in Exit Planning (K0717)

105b25f.jpgA new 15 minute online tool for business owners and their advisors to discuss preparedness for exit.

Questions Answered: 

 

1) Why do we need another exit planning assessment?
2) What happens when an advisor and an owner review the ExitMap reports?
3) Who pays for the reports?

Contact Info: 

Website: www.exitmap.com
 


 

John Boyens - 6 Secrets to Market Dominance (I0717)

ScreenShot2020-05-18at115343AMb86kj.pngGet your notebook ready for our interview with John Boyens, of Boyens Group, Inc. John is a bona fide expert in sales and management consulting and training. After over 20 years in the corporate world running sales and marketing for various Fortune 1000 companies, he and his wife co-founded their company. They specialize in sales productivity, management leadership effectiveness, and business strategy. 

John has repeatedly made the top 100 productivity experts to follow on Twitter and has some truly indispensable knowledge to share. As a leader, it is critical to focus on strategically growing the business, rather than just tactically running the business. In addition to discussing 6 strategies for market dominance, John also emphasizes why business leaders should leverage their strengths and outsource their shortcomings. John’s exuberant knowledge is absolutely essential to anyone hoping to dominate their market.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Steve Chevarria - Building a Culture of Health (A2018)

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Steve Chevarria, CEO of Pansalus Consulting, works to cultivate productivity and a culture of well-being in the workplace. With his background of sports therapy and wellness coaching, Steve saw a great need for improved workplace culture. Steve and his team of behavioral engagement experts work with businesses to inspire positive changes across all levels, aiming to surround employees in an environment that naturally facilitates health and productivity. Employees who are healthy and productive contribute to business growth. 

Healthcare is the number one rising cost in businesses, and preventative healthcare is far more affordable than reactive healthcare. Steve shares examples of how he gives purpose to changes to help them stick long-term. He discusses the importance of meaningfully listening to the values and beliefs of everyone in the organization, as every level may have a different goal, vision, and purpose. Accountability is crucial for achieving goals in the workplace, and Steve is the expert at leading companies to an improved culture of health and productivity.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Mikki Williams - Pivoting During COVID-19

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Our next guest, Mikki Williams, is a self-proclaimed “sequin in a world of khaki,” a transformational storyteller, and has a lengthy list of esteemed achievements. Mikki is a Hall of Fame and TedX Speaker, Master Chair for 2 Vistage Advisory Boards, listed as one of the best speakers in the country by Meeting and Convention Magazine, noted by Forbes as one of the most sought-after executive speech coaches, serial entrepreneur, and has spoken on every continent except Antarctica. In this time of change, Mikki has been re-energized by the opportunity to pivot her business model. During these rare circumstances that forced her to pause and think about the future, Mikki asks us to do the same. 

In her interview, Mikki suggests taking a step back and looking at your business to find what you already have that is relevant now and may not have worked before. It is crucial to identify what today’s situation has done to magnify previously untapped opportunities. She shares the importance of identifying your mentors and truly learning from them. As a professional storyteller, Mikki also has some indispensable tips for improving your virtual presentation techniques. You do not want to miss this conversation with Mikki.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

David C Baker - Doing What Works

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David C Baker, Principal of ReCourses, Inc., is an author, speaker, and advisor. Previously owning his own marketing firm, he found himself giving advice to other business owners a majority of the time and he pivoted aptly. For the last 26 years he’s been a management consultant to the advertising, design, interactive, and public relations fields, advising principals on making better business decisions. Dubbed the expert’s expert, David joins us with profound insight on what works in the ever-changing marketplace.

In his interview, David relates our current turmoil to that of 2008, and speculates about how things will look on the rebound. He sheds light on what changes will almost certainly be temporary, and also what is likely to stick around. David is optimistic about the critical thought and forced reinvention spurred by Covid, but also shares some aspects to be cautious of. Additionally, he shares some thoughts on what advertisers can be doing differently in order to deliver a more meaningful message. Only the strongest business owners will thrive through this, so be sure to listen to David’s critically important advice.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Patrick Renvoise - How to Show up Brilliantly to Zoom Meetings

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Back with us once again is Vistage member Patrick Renvoise, Chief Neuromarketing Officer and Co-Founder of SalesBrain. Normally, Patrick is traveling the globe teaching people about how the brains of customers work, and he has trained over 200,000 executives to be more persuasive. Lately, however, he has had plenty of time to think about how the science of human persuasion is relevant in the evergrowing virtual world. The effectiveness of remote selling has not yet been proven, and Patrick’s research is revealing that virtual encounters can be a severely limited form of communication.

To many people, Zoom is brand new, and we have not yet mastered the art of capturing our audience’s attention within this medium. Due to the way our brains process information, Patrick suggests a few unique communication rules when using platforms such as Zoom. The human brain isn’t used to digital lag, and even in the best conditions, video conferences can cause our attentiveness to drop rapidly. Zoom calls require powerful visuals and carefully structured variation in events in order to be most effective. In his ubiquitously relevant interview, Patrick explains how to strengthen your video conference tool kit in order to keep an audiences’ attention in a virtual space.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Tess Cox - Coaching: The 5 C’s of Leadership & Life-Long Learning

CoxTess75i4v.pngTess Cox, Principal of Tess Cox and Associates, has a myriad of skills, but ultimately aims to assist others in personal and professional transformational change. She believes that choice, not chance, determines your destiny. Feedback is crucial to self-awareness, and self-awareness allows us to grow more effectively. Coaching is essential to maximizing our potential. 

In her interview, Tess not only shares the 5 C’s of leadership, but also redefines the term leader. She stresses the importance of work-life congruency and aligning both to fit our personalities. Above all, Tess discusses the need to have a well-defined personal philosophy in order to continually make more confident decisions. Tess also shares a few examples of how she has helped her clients experience the outcomes they desire when working with and influencing others. The wisdom shared by Tess could improve your entire life, as well as your business, and should not be passed over.

We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!