Episodes
2 hours ago
2 hours ago
2 days ago
2 days ago
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.
- 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.
3 days ago
3 days ago
Jeffrey Appleman of B2B CFO discusses how to get ready to exit your business.
Contact Info:
Email Address: jeffreyappleman@b2bcfo.com
Website: www.b2bcfo.com
4 days ago
4 days ago
Vince Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.
5 days ago
5 days ago
Click here to read this episode's transcript.
Chris Yonker, Founder, CEO, and Executive Performance Coach at his boutique consulting firm CHRIS YONKER, believes no one should settle for less than spending their time in peace, joy, and ultimate fulfillment. He has over 20 years of corporate experience working at 3M, but meanwhile has also dove deep into studying Neuro Linguistic Programming, as well as practicing various aspects of Eastern Philosophy. As he began business consulting, he noticed many CEOs and other outwardly successful people were not actually joyful in their lives. Chris knew he could make a difference in people’s lives by coaching them on how to live in their legacy.
In his interview, Chris enlightens us on the tremendous power of meditation. In times of COVID, many business owners may be realizing that it’s time to rebuild, and looking inward can help determine the best course of action moving forward. Chris discusses how you can start meditating, and why it is so useful to give yourself space to think about your desires. He explains how taking control of our brain’s task of assigning meaning to everyday life can lead to greater success, peace, joy, and deeper fulfillment. Chris’ fascinating interview could very well change your life, don’t miss his powerful insight on mastering your mind.
- 5:53-6:56: How you can rebuild in light of COVID.
- 7:50-9:05: One reason why meditation can help alleviate stress and help you plan for the future.
- 9:21-10:19: A reason why meditation can help raise your level of self-awareness and lead to deeper success.
- 11:32-12:33: A beginner’s guide to meditation.
- 15:45-17:02: We make time for what’s important, but we live thinking that there is always more time.
- 17:18-18:25: There is always a gift, you just have to look for it.
7 days ago
ALL STAR SATURDAY
7 days ago
7 days ago
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 22, 2024
Dianne Collins - Quantum Thinking (D1718)
Friday Mar 22, 2024
Friday Mar 22, 2024
Thursday Mar 21, 2024
Martin Staubus - Sometimes EXIT is spelled ESOP (D2418)
Thursday Mar 21, 2024
Thursday Mar 21, 2024
In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management discusses how an ESOP can be a tax-advantaged and effective way to sell and transfer your business to employees.
Wednesday Mar 20, 2024
Don Phin - The Inspired Workforce
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
Don Phin is an attorney and VP at ThinkHR. ThinkHR offers online HR tools, live help and training to more than 70,000 small and medium sized businesses nationwide. Don is going to talk about The Inspired Workforce.
Tuesday Mar 19, 2024
Janna Hoiberg - Change the Way You Think About Business (J1517)
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Monday Mar 18, 2024
Monday Mar 18, 2024
Chris Dirkers is an Action Coach and Solutions Expert. He shares some excellent ideas and tips for business owners who are thinking about preparing for their business transition and exit.
Saturday Mar 16, 2024
ALL STAR SATURDAY
Saturday Mar 16, 2024
Saturday Mar 16, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 15, 2024
Leslie Hassler - Become the Chairman of the Board of Your Life (E0417)
Friday Mar 15, 2024
Friday Mar 15, 2024
Banish Your 5 Time Demons! How to get 2 hours back in your day, everyday!
How would it feel to have more hours in your day? What if there was a way NOT to get lost in the vortex of your busy life? It is possible to add more time to your day and get more done? Join Leslie Hassler with Your Biz Rules ™ for this powerful, tip-packed class where she will explain how women entrepreneurs can expand time and turn minutes to moments, creating tangible results and predictable success.
Questions Answered:
1) Why do entrepreneurs struggle with time management?
2) How do women and men struggle with time management differently?
3) How does a shift in time management change a business?
Contact info:
Email Address: leslie@yourbizrules.com
Website: www.yourbizrules.com
Thursday Mar 14, 2024
Addison Adams - 3 Structures for the Sale of Your Business (D1118)
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.
Wednesday Mar 13, 2024
Chris Kramer - Your Exit is Coming - Will You Be Ready? (D0518)
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
Chris Kramer, Managing Director, Strategic Equity Group discusses the decisions and strategies that go into an exit plan and the critical importance of preparing well in advance to have the best options.
Tuesday Mar 12, 2024
Hema Dey - Marketing is Like a War Game
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
Hema Dey, of Iffel International, discusses the mechanics of an effective marketing program.
Transcript:
Bill: We asked marketing strategist Hema Dey for some key ideas and strategies for business owners to think about when developing their marketing plan.
Hema: Marketing is like a war game, so you really need to understand the landscape of the people that you want to sell to, and who your competitors are. We always produce a functional marketing plan. Another thesis, which is three months worth of work, but something that you can actually go out and say, right, roughy, this is your target market, here are your threats, your competitors, and what you’re up against, and really measure what those gaps are to make sure that the sales model, and I know a lot of people see the word “sales” as a big taboo word, but a business cannot survive without sales and if you apply that right across even the professional service sector…if people can actually put a sales organization within their business, then I think they’ve got it right.
Monday Mar 11, 2024
Julie Ryan - Data Privacy and Security Simplified (A0118)
Monday Mar 11, 2024
Monday Mar 11, 2024
Julie Ryan is the president of Isaturn, Inc., a company invested in data privacy and security. Today, Julie will tell listeners how to easily and inexpensively protect themselves, their companies, their employees, and their clients from data breaches, and what to do in the event of one.
Saturday Mar 09, 2024
ALL STAR SATURDAY
Saturday Mar 09, 2024
Saturday Mar 09, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 08, 2024
Barbara Turley - Should Your Next Hire Be Virtual?
Friday Mar 08, 2024
Friday Mar 08, 2024
Barbara Turley started The Virtual Hub Ltd to help busy business owners get their life back. She offers several great tips and strategies for how to effectively do just that with virtual assistance.
Thursday Mar 07, 2024
Curt Mercadante - Does Your Brand Have Authority?
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Curt Mercadante is founder of Merc Enterprises and he is a branding expert, speaker and business strategist.
Here are some of the questions we tackled in this interview:
You talk about an "authority brand." What other types of brands are there, and what's the difference?
What are the four pillars of building an authority brand?
Where do you start with an entrepreneur or business owner who wants to build his/her authority brand?
What's the biggest mistake you see entrepreneurs make concerning branding?
How have you seen branding evolve over your 25 years of experience?
What is ONE piece of advice you can give to our listeners right now about building their authority brand?
Wednesday Mar 06, 2024
Steven Snyder - Focused Passion (J1117)
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
Steven Snyder is a CEO Trainer, helping people reach paradise and attain emotional management. Today, Steven will discuss how his methods can help people become better, faster, smarter and happier.
Questions Discussed:
1) What is the state of Focused Passion?
2) How do people become better, faster, smarter and happier?
3) What is your lifelong mission?
Contact Info:
Email Address: steven.snyder@mac.com
Website: www.focusedpassion.com
Tuesday Mar 05, 2024
Christine Miles - The Art of the Nudge
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Christine Miles, Founder of CI Squared LLC and Vistage Speaker, helps people and organizations reach their untapped potential. For over 25 years, Christine has been a behavioral psychologist, and she knows firsthand how difficult it can be to change. She is also the author of “The Art of the Nudge,” which details her gentle approach to inspiring large changes. Small nudges can lead to big results by gently getting people out of their comfort zone rather than immediately overwhelming them.
In her interview, Christine emphasizes the notion that you need to slow down in order to speed up. She relates this idea to sports and how we must always be mindful of the end goal. Christine explains how our brain pathways work and why dysfunction can be comfortable, but positive change can be difficult. Reflection is essential, and can help clarify communication across all levels in a business. Preparing for, accepting, and moving towards change is essential for making big differences, be sure to listen to Christine’s advice and reach your untapped potential.
- 5:30-6:35: Sports metaphor to explain “You have to slow down to speed up”
- 7:30-8:40: Describing of comfortable brain functions that limit our full potential
- 13:17-14:10: Dissonance between senior leadership and employees understanding of goals
- 14:42-15:46: Explains the importance of understanding what motivates your people and how it relates to growth
Monday Mar 04, 2024
(20m) Bill Anton - If You Are To Lead You Must First Comprehend (H1217)
Monday Mar 04, 2024
Monday Mar 04, 2024
Bill Anton of CEOEffectiveness.com discusses leadership and transformation concepts.
Saturday Mar 02, 2024
ALL STAR SATURDAY
Saturday Mar 02, 2024
Saturday Mar 02, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 01, 2024
Ahmad Munawar - Fix Your Pipeline in 90 days
Friday Mar 01, 2024
Friday Mar 01, 2024
Ahmad Munawar (AH-med MUN-ah-wahr) is the creator of the 90-Day Pipeline, a coaching program that helps B2B consultants and service providers fill their pipeline with 5- and 6-figure deals, without begging for referrals, wasting time networking, or spending a dime on advertising
“Clients should be lining up to work with me.” “I should be charging way more for the value I provide.” “I wish I could work with better clients who appreciate my expertise.” You might just hear something like this from a consultant or B2B service provider before they connect with Ahmad Munawar. As owner/founder of Boutique Growth, Ahmad helps consultants and professional service providers design a more predictable way to generate new business and consistently win 5-and 6-figure deals...without begging for referrals or wasting time with networking. Ahmad knows the frustration a business owner can feel when their business isn’t living up to its potential.
Today we talk about marketing and why you need to "put it on automatic". Through his proven 90-Day Pipeline system, Ahmad’s clients walk away with: 1. Radical focus on who they can deliver the most value to at the highest price 2. Powerful positioning that puts them head-and-shoulders above the competition 3. A step-by-step marketing plan to turn strangers into high-paying clients 4. More CONFIDENCE in their business than ever before
Thursday Feb 29, 2024
Thursday Feb 29, 2024
Our next guest is Kevin Berson of Kinected Consulting. Kevin is an M&A Advisor and strategy consultant serving lower middle market business owners by helping fundamentally improve their business and navigate the process of selling for maximum transactional value. He has over 25 years of experience and takes a holistic approach with his clients. During this time of radical change, he shares insight on how to increase valuation despite the crisis.
Businesses are affected in different ways depending on their industry - some are actually thriving, while others have come to a complete halt. One of the most essential pieces to a business going forward will be maintaining a healthy eCommerce facet that allows consumer-facing businesses to continue operations. As new guidelines are unveiled, businesses are finding they will not be able to operate at their pre-COVID capacity. Kevin shares real-world examples of what companies are doing to adapt, as well as discussing crucial actions business owners should take right now to increase their value. You do not want to miss out on Kevin’s extremely relevant expertise.
Wednesday Feb 28, 2024
How to Plan a Successful Ownership Transition (20m) Jane Johnson
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Jane Johnson of Business Transition Academy discusses her experience and gives us some valuable tips for Business ownership transition pre-planning.
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
Dr. David Leonardi of the Leonardi Institute in Lakewood, CO, talks about the current state of medical technology and how it is helping us live longer, healthier lives. Originally working as an emergency physician, he quickly realized that many of his most catastrophic cases could’ve been prevented by early action. Dr. Leonardi eventually shifted his focus to preventative medicine in order to help people avoid major, vitality-lowering health events. At the Leonardi Institute, his patients can invest one day into improving the quality of the rest of their life.
In his interview, Dr. Leonardi shares critical information regarding longevity, vitality, and maintaining a zest for life. He talks a bit about his hand-tailored process for creating nutrition plans for his patients, and also discusses some lifestyle tips you can use now. He also scientifically breaks down diet and disease causes, helping you make more informed choices about how you eat. Whether you want to be able to run your business for longer, or simply enjoy retirement with a cleaner bill of health, Dr. Leonardi’s expertise concerning wellness should not be missed.
Monday Feb 26, 2024
Roger Firestien - How to Be Deliberately Creative and Other Tips
Monday Feb 26, 2024
Monday Feb 26, 2024
This is a fascinating interview. Dr. Roger Firestien has taught more people to lead the creative process than anyone else in the world. His latest book Create in a Flash: A leader's recipe for breakthrough innovation is his sixth book on innovation. In a beautifully formatted book he shares the key things that leader's need to do to nurture their creativity and the creativity of others --To compete and be profitable in today's marketplace and with all of the changes facing us, you need big, creative solutions and you need them now. Thanks Dr. Roger! His website: click here
Saturday Feb 24, 2024
ALL STAR SATURDAY
Saturday Feb 24, 2024
Saturday Feb 24, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Feb 23, 2024
Doug Gray - Objectives + Key Results (OKR) Leadership
Friday Feb 23, 2024
Friday Feb 23, 2024
Doug Gray, PhD, PCC has always focused on outcome-based leader development. He has worked with over 10,000 leaders in multiple business sectors, schools and colleges, families and non-profits. Since 1997, as CEO of Action Learning Associates, www.action-learning.com, his consultancy guarantees results using the globally validated AD-FIT protocol in workshops, assessments and executive coaching. Doug is also a consultant with the Family Business Consulting Group, a leading business consultancy exclusively devoted to helping family enterprises prosper across generations. Doug speaks and trains leaders throughout North America. His most recent book is Objectives + Key Results (OKR) Leadership; How to Apply Silicon Valley’s Secret Sauce to Your Career, Team or Organization (2019). This is his third book, written because his clients asked, “What really works?” Doug and his family live near Nashville, TN, USA.
Here are some of the questions we discussed today:
1. What is OKR Leadership?
2. How are family business leaders driving our economy?
3. How can leaders practice the HERO model during a global pandemic?
Thursday Feb 22, 2024
Juan Ortega - Your Business Coach Sees Things You Can’t (F1017)
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Transcript:
Wednesday Feb 21, 2024
Tawnya Gilreath - Increase Business Value 30% in the Year Leading up to Sale
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Tawnya Gilreath of LA Business Pros talks about a 12 month Value Driver process they use to Guarantee a 30% increase in the value of a business from the time they initially value your business.
Transcript:
Tawnya: Basically, we put together a systematic process where we could help business owners that want to increase the value of their business before putting it on the market, and it is a 12 month program. Now, understand that some business owners are burned out and they don't want to wait 12 months. However, for those that do, we guarantee we will be able to sell their business for at least 30% more than the initial valuation when we started. So, when you think about that in terms of, if a business is worth $2M at the beginning, that means 12 months later, we guarantee that we're going to be able to sell it for $2.6M.
Bill: So, by working with you and you coming in and saying, "You've got to fix this, put processes and systems in place, work on all these different areas," they're going to drive up the value of their business 30% and you guys stand behind that?
Tawnya: We do stand behind that, and what we do is, let's go back to that $2M vs. $2.6M, let's say we only sell that business for $2.5M. Not only does the business owner derive the benefit of that extra half-million dollars in revenue from the sales price, but in addition to that, we refund all the consulting fees that he paid during that 12 month period, during that process. So it's absolutely risk free to that business owner.
Tuesday Feb 20, 2024
Common Growth Obstacles - Richard Munro (J0117)
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
Richard Munro of Newport Board Group discusses several obstacles to Growth that he sees in Companies he consults with.
Monday Feb 19, 2024
Chuck Blakeman - Why Employees are ALWAYS a Bad Idea (F1917)
Monday Feb 19, 2024
Monday Feb 19, 2024
Chuck Blakeman discusses re-evaluating our business structure to maximize efficiency and decision making.
Saturday Feb 17, 2024
ALL STAR SATURDAY
Saturday Feb 17, 2024
Saturday Feb 17, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Feb 16, 2024
Greg DeSimone - Strategy Simplified
Friday Feb 16, 2024
Friday Feb 16, 2024
Greg DeSimone of FocalPoint Business Coaching discusses how to think strategically about your business and stay on track with strategic initiatives.
Thursday Feb 15, 2024
Thursday Feb 15, 2024
Brian Kinahan is a business coach who helps CEOs and business owners improve business performance and prepare for an eventual sale or generational transfer. His philosophy: run your business like you're going to sell it, even if you're not.
Wednesday Feb 14, 2024
Marvin Smith - Bring Innovative Thinking to Your Business
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024
Marvin Smith is the Owner/Principle of Deliberate Synergy. Deliberate Synergy is a company that focuses on bringing innovative thinking to people, products and organizations.
Tuesday Feb 13, 2024
Diana Henderson - Employees Behaving Badly
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
Diana Henderson follows up her previous interview entitled "Employers Behaving Badly" with these great insights.
Monday Feb 12, 2024
Ken Sanginario - Sales Growth Does Not Always Translate to Sale Growth
Monday Feb 12, 2024
Monday Feb 12, 2024
Sometimes growing sales is counterproductive to growing the sale value of your business. Ken Sanginario explains.
Saturday Feb 10, 2024
ALL STAR SATURDAY
Saturday Feb 10, 2024
Saturday Feb 10, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Feb 09, 2024
Friday Feb 09, 2024
Jamie shares her incredible life journey with us and shares great lessons she has learned along the way.
Dynamic Peak Performance training, consulting and speaking - with a unique integrative approach blending
psychology, body-mind fitness, professional golf and martial arts expertise, and entrepreneurial energy.
Questions answered:
1) Your work is very 'experiential.' What does that look like, and why do you feel that is such an essential
element in your talks and trainings?
2) Can you tell us more about Somatics, and why both a mind and body approach to mastery is especially
important in our cyber-age?
3) Do people have to be into martial arts to benefit from your work?
Contact info:
Email Address Jamiesensei@thekiaiway.com
Website www.thekiaiway.com
Thursday Feb 08, 2024
Scott Bornstein - Memory Power: Your Secret Weapon
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Scott Bornstein is a Chief Memory Training Expert at MemoryPower. Grab a notebook for this one, memory training is a universally useful skill and everyone can benefit from this information. Scott’s expertise is in making memory and recall as easy as possible for business leaders, managers, and sales people. Not only is it important to learn to remember, but to understand how to make yourself more memorable to people. Marketing is essentially memory training to get customers to remember your message.
Scott shares some useful skill sets you can profit from immediately and discusses his methodology that creates consistency and results. The brain is best wired to remember stories, and Scott walks us through a few examples of this practice. Our brains don’t remember as well when they’re racing, we need to slow down and take time to form meaningful connections. Give yourself a mental boost and listen to Scott’s valuable information. Scott shares an invitation link to discounted information for ECR listeners if you’d like to learn more.
Wednesday Feb 07, 2024
David Avrin - How to Build and Position Your Business (F0118)
Wednesday Feb 07, 2024
Wednesday Feb 07, 2024
Tuesday Feb 06, 2024
Stephen Lynch - Meetings that Drive Business Execution
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
Website: www.results.com
Email: stephen.lynch@results.com
Monday Feb 05, 2024
Lisa Walker - Planning Your Exit Pays Many Dividends (E222018)
Monday Feb 05, 2024
Monday Feb 05, 2024
Lisa Walker of The Performance Strategies Coaching and Consulting Team brings focus to small to medium size businesses in the Orange County area. They take a holistic view of a business looking at every functional area from HR to operations, leadership development, scalability, systems, financials to sales, marketing and customer service and find opportunities to improve performance. They then help business owners map out their Exit Strategy with an expert team of professionals.
Saturday Feb 03, 2024
ALL STAR SATURDAY
Saturday Feb 03, 2024
Saturday Feb 03, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Feb 02, 2024
Jason Lavin - Make Your Website Work for You (I1417)
Friday Feb 02, 2024
Friday Feb 02, 2024
Jason Lavin is the CEO of GoldenComm. He also teaches a series called Master Your Webmaster, which focuses on Internet Marketing and making sure that your website is working hard for you.
Questions Answered:
1) How long have you been in business?
2) Where are you located?
3) You were the "Fast Track Speaker of the Year" for Vistage - why do you think you won that award?
Website: goldencomm.com Email: jlavin@goldencomm.com
Thursday Feb 01, 2024
Z. Christopher Mercer - Valuation is a Moving Target (G2317)
Thursday Feb 01, 2024
Thursday Feb 01, 2024
Z. Christopher Mercer, of Mercer Capital, discusses how business valuation can fluctuate from time to time and why you need to stress-test your Buy-Sell regularly. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net