Exit Coach Radio

Steve Smith - Performance Based Business Coaching (C1418)

Steve Smith is the President of Growth Source Coaching, a company that specializes in performance based business coaching. Steve helps you and your business realize you need it, learn it, & do it.

Questions Answered: 

1. Why is it so difficult for business owners to scale their businesses?

2. What road blocks do they run in to?

3. What's the best way to expand when you don't have the funds to do so?

 

Contact Info: 

Website: www.growthsourcecoaching.com

Email: steve.smith@growthsourcecoaching.com

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com

or visit www.Ersi.biz

 

Jay Turo - Utilizing Dashboards to Increase Sales (B0618)

Jay Turo is in the business of building business intelligence dashboards and is going to talk about utilizing business intelligence and dashboards to increase sales, profits, and the likelihood of a successful business exit.

Questions Asked: 

 

1) Why do business intelligence dashboards help companies grow faster and more profitably? 

2) What kind of / stage of company is most appropriate for a business intelligence dashboard? 

3) Why are you and your firm uniquely qualified to build and service dashboards?

Contact Info: 

Website: www.growthink.com

Email: jay.turo@growthink.com

 

 

Sandro Monetti - How to Increase Business Knowledge and Network Successfully

Host: Steve Beatty Audio Library: www.ExitCoachRadio.com 

Sandro Monetti discusses strategies you can develop to increase business knowledge and add contacts to your network. 

 

 

Norma Yaeger - Breaking Down The Walls

Norma Yaeger shares her stories with Bill Black as she was the first woman stockbroker permitted to walk on the floor of the New York Stock Exchange in 1962. We discuss how opportunities have opened up for women in the workforce since, and her book "Breaking Down the Walls".

Questions Answered:

1.What opportunities do women have today that did not exit in 1962?

2. What traits should every successful woman have.

3. Tips for balancing family and career for working women.

4.What should every woman understand about their financial well-being.

Contact Info: 

Email: normayaeger2@gmail.com

Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.

 

 

 

Erik Klinger - Dealounge (J2517)

Dealounge is an online deal platform. Our unique mission is to bring undercovered and under-distributed deals to a wider audience.

Many boutique investment banks lack the junior resources to distribute a deal efficiently. These are firms that may have a single Analyst assisting several Managing Directors. Making outbound calls on deals isn't the best use of that Analyst's time. Our electronic platform allows those banks to distribute a deal instantly. We have nearly 1,400 firms on our platform - most of them private equity. We bring the advisor qualified deal interest - for FREE.

We bring these buyers a deal that they may not have known about, of sufficient size (if that buyer subscribes) that the deal is a standalone deal and not simply an add-on. We focus mainly on M&A opportunities having $3MM of EBITDA and above, though we also have smaller deals that may fit as an add on to a portfolio company. For our subscribers, we limit the number of bidders on a deal to 10, and our subscribers get priority during the bidding process over free users.

We are reaching beyond advised deals to add value to truly proprietary opportunities. This gives the buyers on our platform the ability to get their brands in front of companies before they reach the stage of retaining an advisor. Some deals may forego a competitive process, or at the very least, a seller can give a buyer an advantaged position in their process once it starts. In order to take advantage of that opportunity, the buyer must be a subscriber on Dealounge.

To sign up for a free 30-day trial, please go to:

http://www.dealounge.net/index.php/subscribe_user

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Chris Sprague - How Are You Wired? (J1817)

Bill Black interviews Chris Sprague, best-selling author, who empowers, inspires and shows people how to understand, accept and master how they are wired and find their "zero point".

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

John Sabourin - How Do Your Commercial Real Estate Interests Effect Your Exit Plan? (I0217)

John Sabourin is the President of Tenant Guardian, a commercial real estate brokerage serving business owners.

 

Questions Asked:

 

1) How do your commercial real estate interests effect your exit plan?

2) What is the best strategy to use regarding commercial real estate prior to selling a business? 

3) What should a business owner consider regarding a sale/leaseback prior to selling a business?

 

Contact Info:

 

Website: tenantguardian.com

Email: john@tenantguardian.com

 

This is too good to keep to yourself, please share with your contacts!

 

 

 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Mike Aguilera - How to Deal With Difficult People (I0517)

Mike Aguilera shares tips and ideas to help you deal with difficult people and connect with anyone in 90 seconds or less.

 

 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

 

Pam Reyes - The Best Leaders Are Not Well Rounded (C1818)

Pam Reyes is a Business & Leadership Advisor and is going to talk about Strengths-based Leadership.

Questions Answered: 

1) What do you mean when you say the best leaders are not well rounded? 

2) Can you tell us a little about Strengths-based leadership and how that factors in to what you do.3) How is Strengths-based different from other leadership development?

Contact Info: 

Website: pamreyes.com

Email: pam@pamreyes.com

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com

or visit www.Ersi.biz

 

 

 

Wayne Pinnell - Preventing Financial Pitfalls in Your Business (A2118)

Haskell & White LLP is one of the largest independently owned accounting, auditing and tax consulting firms inSouthern California, specializing in servicing public and private middle-market companies. With locations in Irvine andSan Diego, Haskell & White combines the expansive services, knowledge, experience and reach of national and international accounting firms with the personal attention, responsiveness and value of a local organization.

Questions Answered: 

1) What are some of the financial pitfalls that business owners face while getting ready to sell their company? 

2) How can this be prevented? 

3) What industries in particular are in need of CPA help when prepping for M&A?

Contact Info: 

Website: www.hwcpa.com

Email: wpinnell@hwcpa.com

 

 

Al Killeen - Creating Cultures Based on Values (A1518)

Al Killeen is the President, CEO, and Founder of Integrated Mastery Programs. Integrated Mastery Programs are programs and training for successful executives and organizations in effective Leadership, Management, and Coaching to create empowered, zealous cultures based on values.

Questions Answered: 

1) What is different about IMP? 

2) Who are your clients?

3) How effective is your system?

 

Contact Info: 

 

Website: www.integrativemasteryprograms.com
Email: Alk@integrativemasteryprograms.com

 

Dr. Arlen Burger - How to Become a Faster Leader (A1118)

Dr. Arlen Burger is in the business of CEO and Executive Coaching. Today, he will discuss how to become a faster leader. 

Questions Answered:

1) Why do you think speed in a leader is so important?

2) What are some of the things that slow leaders down?

3) What is the paradox that is at the heart of becoming a faster leader?

Contact Info:

Website: www.leadershipcode.com

 

 

Dianne Collins - Do you Quantum Think? (K3017)

Dianne Collins discusses her book "Do You Quantum Think?" and the importance of imagining that your goals have already been accomplished and giving your mind a context of success in order to manifest your outcomes.

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Bill Anton - Leadership Transformations that Effect Change (J2217)

Bill Anton of CEO Effectiveness discusses leadership characteristics in a knowledge based economy.

This is a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their past interviews!

Transcript: 

Bill B.: What are some of the challenges for leaders in this knowledge based economy? Here's CEO coach Bill Anton. 

Bill A: The person that has the most influence over the entire organization is the person that leads the organization, and transforming that person exponentially influences change. My training as a psychologist, my understanding about the kinds of organizations that are gonna be successful in the future, are gonna be organizations that realize that knowledge is their product, and that knowledge can only be created by enrollment, not by compliance. And so, the task of the leader of the future is to transform the people that work in the organization so that they want to give their best, and so that they're willing to offer ideas and perspectives that create knowledge and innovation for the organization. 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

 

Tony Pelusi - Change Often Starts With a Difficult Conversation (J1417)

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

 

 

Transcript: 

 

Tony: I get a call from a gentleman, he wanted to know if I can come in and talk to him and his partner, and I was pleased to do that. When I got there, I found out they were having their best year yet, financially, but their worst year personally. The business was 20 years deep and they had lots going for them, but the fun was gone. And they hardly talked to each other inside the office anymore, let alone outside the office. They wanted to know if I could help, and I told them I would, as long as they were willing to think outside the box. So we did some investigation and identified their goals, and we created a plan that we could put into effect. And the first, and most important, piece was for them to have the conversations that they so often avoided even though they knew they were going to be helpful, because they were uncomfortable. So I was able to facilitate discussion and get them to open up, and that really caused their relationship to warm up and flourish. Then, we turned to some of the different things, the procedural, and logistic, and strategic concerns within the business. 

 

 

 

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Is Success Really Possible? (20m) Steve Smith (I0117)

Steve Smith of GrowthSource Coaching discusses what causes businesses to "drift" and how to get them back on course.

 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Frumi Rachel-Barr - Peer Advisory Boards (H2717)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Transcript: 

 

Frumi: Often people pull the trigger on their job, let's say they're totally unhappy in a corporate position, they're ready to quit and jump into it without setting the stage for it. There's so much that can be done before you actually quit a job, so that when you're really ready you can just press the go button instead of starting then. Because, I think what people don't realize, is that it takes 2 years to start a company, and it could take as many as 4 to get as much as you were earning in a corporate job. That's still worth it. 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Laura Goodrich - Creating Individual & Collaborative Mindsets (G1717)

Laura Goodrich specializes in change and the future of work. She is going to talk about Creating an Individual and Collective Mindset for Change and Innovation in your organization.

 

Questions Asked: 

 

1) What does the decade ahead hold in terms of change?

2) What are two major threats facing organizations on the road ahead?

3) What is getting in the way of positive change and innovation in organizations?

 

Contact Info: 

 

Website: www.gwtnext.com

Email: laura@GWTNextc.om

 

Need to work ON your business? Start with a free assessment at www.BizGrowth123.com

Carl Woodard - What is The Right Business Plan Time Horizon? (G1417)

 

 

 

 

 

 

Carl Woodard of SCORE OC discusses the best time horizon to consider for a business plan.

Transcript: 

Bill: What's the right time horizon for your business plan? Here's SCORE mentor Carl Woodard. 

Carl: A lot of people think that if they're not making it within that 90 days that you mentioned, then they need to close up shop and leave. They don't realize that the cash flow doesn't come in from day one, and so that's all part of the planning process. I would say, when you're putting together a plan, it should be for a fiscal year, one year period, and then do your financial projections for at least another year or two, especially if you're going to go borrow money for your business, because the financial folks and people that want to loan the money to you will want to know what you're thinking about after that first year. So, I would say, at least, cover a three-year horizon, but pay special attention to that first year you're in business. But of course, you're always adjusting it. If you're a little behind or a little ahead of your schedule, then you can adjust your current year to make it more realistic. 

Need to work ON your business? Start with a free assessment at www.BizGrowth123.com

Kevin O'Driscoll - A Business Coach is Like A General Contractor (F2917)

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Kevin O'Driscoll of RIY Business Group Inc explains how a Business Coach often acts in a role similar to a General Contractor.

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Jeremy Lurey - Developing Your Next Generation Leaders (F2117)

There are many changes happening today that will effect the future of your business. One of the biggest changes is how the future leaders of your company view their own lives and futures. Jeremy Lurey of Plus Delta Consulting, LLC, discusses strategies to implement to develop a leadership culture and strategy for your future leaders.

We upload new content daily, so please check back often!

Work ON your business - free assessment at www.BizGrowth123.com

Kim Ann Curtin - Do You Have a John Wayne Mentality About Your Business Exit? (F2117)

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Kim Ann Curtin discusses the stoic approach to business exit that most owners exhibit - and why it might be harmful.

Work ON your business - free assessment at www.BizGrowth123.com

Jack Daly - Hyper Sales Growth (F2017)

Jack Daly believes that passion and entrepreneurship are practically synonyms. His titles include: professional speaker, sales management expert, and CEO of Professional Sales Coach, Inc. Daly's energetic workshops have helped thousands of individuals reach concrete goals and unleash their full potential. 

 

Questions: 

 

1) One of the first things you talk about in your new book Hyper Sales Growth is culture. What does a company or team culture has to do with their sales?

 

2) Culture is one thing we tend to overlook when examining ways to improve sales and grow our business, what are two other things that we tend to overlook?

 

3) Based on your experience, what is the most important thing we need to keep in mind when it comes to sales, and why? 

 

Contact Info: 

 

Website: www.jackdaly.net

Email: gabriel@jackdaly.net

 

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Ken Tucker - Turning Difference into Production (F1717)

Ken Tucker is the Senior Partner of TAG Consulting, helping senior executives improve organizational outcomes by putting what is different about people to determined, purposeful and productive use. TAG Consulting helps leaders and teams become intentional with their difference. 

 

Questions Asked: 

1) How does your process work?

2) What examples can you give us of the benefits people are getting from your process?

3) How can people get more information or get you to present to their company? 

Contact Info: 

 

Website: intentionaldifference.me

Email: kta@me.com

 

Craig Weber - Conversational Capacity (F1417)

Craig Weber is the author of "Conversational Capacity: The Key To Building Successful Teams That Perform When The Pressure Is On" (McGraw-Hill, 2013), and the founder of The Weber Consulting Group – an alliance of experts committed to helping people build more resilient, healthy, and agile organizations. Craig helps an eclectic range of clients improve their performance by treating dialogue as a discipline.

Questions Answered: 

1) What is conversational capacity and why is it so important? 

2) What limits our conversational capacity?

3) How do we build it?

Contact Info: 

Website: http://weberconsultinggroup.net/

Email: weberconsulting@earthlink.net

Bonus Material: 

Book is available in print and electronic form and can be ordered from Amazon.com, Barnesandnoble.com, and 800CEOread.com.

 

 

William De Temple - Scaling Your Business (F0817)

 

William De Temple is in the business of helping business owners scale their business and achieving greater success. He is going to talk about scaling your business to 7, 8 and 9 figures.

 

Questions Asked: 

 

1) How many rapid growth companies have you built?

2) What is the most important element in growing a company?

3) Why should a business owner want to grow a company like this?

 

Contact Info: 

 

Website: www.builda100milliondollarcompany.com

Email: wdetemple@antirion.co

 

 

 

Chris Sprague - How Are You Wired?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Chris Sprague of the Chris M. Sprague Team, discusses how finding your "zero point" is the key to reducing frustration, increasing performance and happiness.

Transcription: 

Bill: What would your life be like if you could just do what you want to do all the time? Here's expert Chris Sprague. 

Chris: The beautiful part about today is, when you hit 50, you still have half your life ahead of you. If your listeners take nothing else from me than this, I want them to hear this. If you do what you were meant to do, if you find your zero point and live to that for even one day, even one hour of one day of your life, even if it's the last hour of your life, then your life has been a success because there so any people, there are millions of people out there, who don't even live one hour of their life knowing their true purpose, knowing their true zero point, knowing their true DNA and making that true impact. So if you can find that, even if it's the last hour of your life or the last day or the last week, always strive to find it because that will make your life successful, and I guarantee it will make you happy. 

To hear more tips from over 750 Advisors, visit exitcoachradio.com

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Patti Cotton - How to Play a Bigger Game

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

What's holding you back? Patti Cotton discusses fears that cause us to "play it small."

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Sasha Laghonh - Are You Sure You Are on The Right Path?

Sasha is the Creator of Sasha Talks, where she engages listeners and clients in Life Strategies, Wellness and Professional Coaching. To complement such coaching for individuals, intuitive insights are also available.

We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

 

Jim Doty - Identify Your Problems to Increase Your Revenue

Jim has more than 30 years of comprehensive management experience including more than 15 years at the executive level. His experience spans a number of industries including medical transportation, health maintenance organizations, specialized blood services, home health care, cable television, food processing and engineering. He has participated in several start-up ventures as well as worked for Fortune 500 companies. 

Jim's ability to identify the root cause of a problem and craft a solution helps him shorten the time to resolution & improved results. He has the skills to identify the key drivers of the business and design systems to track the metrics to monitor success. He uses this experience to help business owners drive profitability and increase the cash flow of their company. He is skilled in clarifying  issues, crafting solutions, mobilizing cross-functional support and facilitating decision-making in complex situations.  

Jim is a recognized problem solver with the ability to identify improvement opportunities to enhance revenue and reduce cost. His skills include strategic planning & execution; business metric design & implementation; systems analysis & improvement; customer & service enhancements; revenue cycle improvement; and team building & talent development.

 

Contact Info:

 

Email: jimdoty@b2bcfo.com

Phone: (949) 689-0642

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Scott Henderson - Corporate Social Responsibility

Scott Henderson works with Doing Good Works. Doing Good Works brings value to their clients through the sale of promotional products, print, packaging and coffee. Revenue generated through Doing Good Works supports changing outcomes for foster youth that age out of the system. Today, Scott will discuss corporate social responsibility. 

 

 

Contact Info: 

Website: www.doinggood.works

Email: scotth@doinggood.works

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Agnes Mura - Preparing Employees for a Change in Ownership

AMI coaches is a leadership and management development firm, led by Master Certified Coach Agnes Mura. AMI gets business leaders, C-suite executives, managers and boards to operate at the top of their game. In several languages, and founded on the latest research in leadership development, AMI provides coaching, assessments, facilitation and training across most industries, in the US, Latin America and Europe.

Contact Info: 

Website: www.AMIcoaches.com

Email: Agnes@AMIcoaches.com

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Michael Levine - Income & Wealth Preservation Planning

Michael Levine is the President of Levine Insurance Advisors, a company focused on income and wealth preservation planning. 

 

Questions Asked: 

 

1) Tell us about your background in accounting. 

2) What is your business approach?

3) How do you approach each client?

 

Contact Info: 

 

Website: www.levineadvisors.com

Email: michael@levineadvisors.com

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Eric Kaufmann - Leadership as a Hero's Journey

Eric Kaufmann is president of Sagatica, an executive coaching and development firm and author of “Leadership as a Hero’s journey.” Eric will discuss containing anxiety in the face of uncertainty.

Questions Asked: 

1. Is there anything common to all leaders who are particularly good at dealing with uncertainty? 

2. How do leaders overcome their fear of the unknown?

3. As you’ve worked with owners who are exiting, what’s a common roadblock to their transition? 

Contact Info:

Website: www.sagatica.com

Email: eric@sagatica.com

Bonus Material:  

Leadership as a Hero's Journey available to order to Amazon.com. 

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Ken Boyd - 5 Areas of Investing That Are Misunderstood

St Louis Test Prep provides training in accounting and finance to students and investors. Ken Boys is the author of three "Dummies" books on accounting. 

Questions Answered: 

 

1) What is the number one accounting issue for small business owners?

2) What accounting topics were the most difficult to explain in your books?

3) What area of investing is most confusing to investors in your training classes?

 

Contact Info:

 

Website: www.stltest.net

Email: ken@stltest.net

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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Teri Goetz - Turn Your Fear Into Your Future

Teri Goetz describes how to get in touch with your "Four Pillars" and embrace your future.

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

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Jim Immel - Real Key Employees Need Real Incentives

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

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

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Jan Rutherford - Growing Leaders Through Adversity

A former U.S. Army Special Forces soldier and successful business executive, Jan knows the value of overcoming challenges to strengthen your resilience to lead more effectively. Jan uses the power of story to provide an overview of self-reliant leadership principles to be a more courageous, humble, and disciplined leader. Jan helps leaders become more self reliant through a confluence of Sparta’s discipline, Socrates’ self-awareness, Aristotle’s courage, Emerson’s self-reliance, and Thoreau’s reflective seclusion.

Questions Answered: 

1) Tell me about your expeditions?

2) What does adversity have to do with growing leaders? 

3) How does solitude inform a leader? 

Contact Info: 

Website: http://selfreliantleadership.com

Email: jan@selfreliantleadership.com

Bonus Material: 

The Littlest Green Beret: On Self-Reliant Leadership is available on Amazon 

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

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Dave Wilens - Growing Rainmakers

Dave Wilens is in the business of Growing Rainmakers and is going to talk about the Best Practices to Impact Top Line Revenue. Impact Sales Coach is a sales consulting, training and coaching company. Over the past 12 years they have improved the sales results for over 40 companies that range in size from 2 Million to a Billion in revenue. These companies range in industries from Food Services, Construction, Manufacturing, IT Consulting, Logistics, Banks & Financial Advisors... to various NFL, NBA and Collegiate Sports Marketing Teams. Impact Sales Coach works with company's that are needing to focus on new businesses development, growing existing customers into deeper partnerships or transitioning existing clients to the next generation of rainmakers. The type of industry doesn't matter... according to Coach Dave, “sales are sales.”

Questions Answered: 

1) How does the manager identify, recruit and hire the right person for the job?

2) Beyond product knowledge what type of ongoing education and training are required to grow rainmakers?

3) When you are speaking to Vistage or other groups of business leaders, what are the main questions, or challenges you are asked about in regards to improving or building a sales organization?

Contact Info:

Website: www.impactsalescoach.com

Email: coachdave@ImpactSalesCoach.com

Bonus Material: 

Free 15 minute Phone Coaching session & a Free guide to building your own Question Guide Tool kit.

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

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Pat Peason - Pairing College and Retirement

Patrick Peason has been in the financial industry for over 25 years, and specializes in the unique challenges that face today's retirees and pre-retirees. In today's tough market economy, seniors especially need to fully understand all the various options that are currently available to assist them in protecting and growing their investment portfolios. 

Since Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income.His process helps each client understand how much risk is appropriate in determining the optimalasset allocation for them. This strategy has served Patrick and his clients well; his success has garnered him some of the industry's most prestigious awards. Additionally Pat has hundreds of happy clients across the state. An award winning national speaker, Pat also instructs top level executives to help them become more effective communicators. This will be an entertaining, informative and dynamic program!

Among the many challenges unique to today's generation of working parents trying to save for retirement is the fact that college tuition costs have never been higher. According to figures from the College Board, the average cost of attending a public university (including tuition, fees, room, and board) for the 2013-2014 academic year was $18,391 for in-state students and $31,701 for out-of-state students.  For private, non-profit colleges and universities, the average was $40,917.* 

So daunting are those numbers for most parents that a majority of them admit they aren't even trying to save for their children's college. In a report released recently byCertified Financial Planner (CFP) Board of Standards, Inc., more than two-thirds (69 percent) of 1,003 parents surveyed said that they have not started saving for their children's higher education because everyday living expenses have left no additional funds.**

It's a sad finding, of course, but not really surprising when you consider that those "everyday living expenses" may include not just food, housing, and utilities, but a multitude of other financial demands and predicaments that are - in many instances - unique to today's generation of working Americans.  

Is it Any Wonder?

As I've noted in previous columns, some of these predicaments have arisen in just the past few years as part of the fallout from two major stock market drops since the year2000, the collapse of the housing market, and the onset of the Great Recession. In the wake of the recession, for example, many Americans were forced to refinance their mortgages.  At the same time, basic middle-class living costs have gone up while incomes have stagnated.  And here's the biggest irony: according to the CFP survey, nearly half of today's working parents (an estimated 48 percent) have fallen behind on their own college loans and are still struggling to pay off their student debt!  So, is it really any wonder that junior's college fund has been forced way down on the priority list?

Interestingly, though,the CFP survey also indicates that among the priorities most Americans put ahead of college planning, the top two are: building an emergency fund and saving for retirement.  That's interesting because it suggests the assumption that college planning and retirement planning need to be, or ought to be, separate things, which is not really the case. On the contrary; people should be aware that comprehensive financial planning can enable you to meet your current needs while working toward all of your long-term goals - including college and retirement - simultaneously, and often in ways that are mutually beneficial to each goal.  Conversely, separating and prioritizing long-term goals can very often cause you to miss out on opportunities to enhance or expedite the growth of your assets overall, or to protect them from unnecessary losses.  This requires strategy, however, and financial planning expertise on an expert level.

Tax Breaks

To clarify that point, let's look at those CFP survey respondents who reported that they were, in fact, saving for their children's higher education.  Among them, the majority (61 percent) said that they were doing so through a savings account, while 40 percent said they were using a 529 plan and 33 percent said they were using "investments."  Now, these strategies may all be ideal for these individuals depending on their situations, and provided they are part of a comprehensive plan that also incorporates retirement and other long-term goals.  If not, then these individuals may not be saving for college nearly as effectively as they could be.  They may, for instance, be losing out on tax breaks or opportunities to maximize returns on their 529 plans and investments.  Also, hopefully these parents are aware that certain investment tools undercut financial aid eligibility while others do not. That's important when you consider 56 percent of people surveyed said they were"counting on" some level of financial aid to help cover their children's college costs.

The bottom line is that with so many unprecedented financial challenges facing Americans as they plan for retirement, it's understandable that for many, the prospect of saving for college might seem too daunting to even think about. But the fact is,professional guidance and comprehensive financial planning can help you not only put the kids through school, but simultaneously prepare for a comfortable retirement marked by financial security and dependable, lifelong income.

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Kate Azar - Philanthropic Advisors

Kate Azar is in the business of philanthropy advising and is going to talk about using strategic philanthropy to build yourbusiness and personal legacy. 

Questions Answered: 

1) What does the future hold for the philanthropic industry? What's new and exciting? 

2) What is your biggest challenge?

3) Why does anyone need a philanthropic advisor? 

Contact Info: 

Website: www.socialgoodstrategies.com

Email: kate@socialgoodstrategies.com

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Jim Immel - What Are Answers to the 5 Questions Your Spouse Will Ask if You Die?

Jim Immel, Founder, Immel and Associates, Inc. discusses his experience as a Trusted Advisor and the need to prepare to have the answers to critical questions that spouses have of their Advisors when a death occurs.

Transcript: 

Jim: One of the things that a lot of business owners are doing, is that they're heads down, they're growing their business, they're focused on the day-to-day. And they're, again, back to being very optimistic and looking at what they can accomplish. And risk management is just not natural to most business owners. One of the questions I like to ask to get business owners to just slow down for a moment, and to think, is to imagine for a moment that you had passed away, and week after your funeral, if I'm your most trusted advisor, your widow calls me and says, "Jim, I have a few questions, do you have a little bit of time?" What are those 5 or 6 questions that I should be prepared to answer that your wife might be asking me when she gets here? What are the things that we should prepare for? When I've asked that question to a lot of business owners, they realize that they're not ready for that event. The risk management planning, the contingency planning is pretty important, because what that really does, is it helps us start down the path of making sure the business is prepared in so many different ways. Because, if you think about it, it helps you prepare for a living buy-out, as well. 

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Katherine Wertheim - Learn How to Fundraise

Katherine Wertheim is the President of Werth-It, a resource for business owners that want to learn how to fundraise when they serve on a non-profit board of directors. 

Questions Answered: 

1. What should a business owner know when they're asked to serve on a board for a nonprofit?

2. How can business owners participate in fundraising, without donating a lot of product or services to nonprofits?

3. How can nonprofit boards get better on F.R.?

4. What can a business owner do to get the nonprofit to be better about fundraising, so that fundraising doesn't take a lot of time and can raise more money?

Contact Info: 

Email: werthwhile@aol.com

Bonus Material: 

Listeners can receive a copy of a white paper on how to evaluate the fundraising that an organization does. The paper is called The CATE Formula, contact werthwhile@aol.com

Mark Jaffe - Peripheral Opportunities Are The New Frontier

Mark Jaffe of Strategic Growth Consulting discusses the value of paying attention to peripheral opportunities.

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Tony Arnold - 4 Constituents to a Strategic Objective

A 1 minute highlight from Steve Beatty's interview with Tony Arnold

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Greg Melia - The Rise of Robo-Advisors: Should You Use One?

Since 1989 when his financial services career began, Greg Melia has had the privilege to meet with thousands of people who were planning, nearing, or already enjoying their retirement. He has taken great pride in his ability to help his clients find solid financial solutions to common retirement problems and through his conservative approach has helped many seniors safeguard their investments and experience financial freedom. Believing strongly in the principle of “doing unto others as you would have them do unto you,” he attributes the majority of his success to simply making decisions that are in the best interest of his clients.

Questions Answered: 

1. What benefits can robo-advisors offer the public?  

2. Who might use them? 

3. Will they grow in size to where they will replace most advisors?

Contact Info: 

Website: http://meliaadvisory.fixedincomecounsel.com

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Kingsley Grant - Making Your Dream Come True Without Risking Everything

Kingsley Grant has a great story and asks a very interesting question -- "Are you comfortably miserable?" He discusses how he helps people define and decide on how to maximize their lives with a simple philosophy - "No Jump, No Glory!"

 

Do you want to work on your business but you don't know where to start? Visit www.ExitCoachRaio.com and click on "Get My Sellability Score" under the "ACT" section. It's free and it will help you understand where you need to work to make your business more valuable.

Joe Siecinski - How to Make More Money and Have More Time

Joe Siecinski is an Action Coach, and has been helping business owners recapture time and increase profits for years. Listen to his tips, ideas and precautions to learn how.

Your True Role as a Business Owner - Tony Arnold

Tony Arnold shares his extensive wisdom and tips in this interview with Steve Beatty about how to look at your role in your business and prepare for the ultimate day when you will sell it.

Measuring Success: Wants vs. Needs - Kim Curtin

Host: Bill Black. Kim Curtin discusses the differences between wants and needs when it comes to success. 

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