
Go to BPLOL.com for Bill's Humor Column "BlackPapers" on Substack.
On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.
Episodes

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

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.

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.

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

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

Wednesday Jan 31, 2024
Terry Shope - Financial and Operational Preparation Prior To Sale
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
In this 20 minute interview, Terry Shope, Principal - MPL Consulting,Inc. discusses several ideas and strategies for Business Owners who are starting to think about their future sale. This interview has many tips that you can put into play right away!

Friday Jan 19, 2024
Friday Jan 19, 2024

Brad Leggett of www.LeggettSales.com returns to the show to discuss more in-depth recommendations on how to find, train, and motivate the right team, how to develop routines that make your CRM pay off, and a blueprint for productive sales meetings.

Thursday Jan 11, 2024
Janne Ohtonen - The 1 Reason Your Business Exists (C0118)
Thursday Jan 11, 2024
Thursday Jan 11, 2024

Janne Ohtonen is in the business of Customer Experiences and is going to talk about Customer Experience
Strategies.
Questions discussed:
What makes customer experiences so important?
How can companies ensure they are producing remarkable customer experiences?
What happens for organizations that do not put proper effort in customer experiences?
Offer:
Free online video training series for creating your own customer experience blueprint at http://bit.ly/cebbillblack
Contact info:
Email Address janne@ohtonen.fi
Website http://addvalueto.me

Tuesday Jan 09, 2024
John Bly - Cracking the Code to M&A Growth
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024

Monday Jan 08, 2024
George Wunderlich - Mission Awareness
Monday Jan 08, 2024
Monday Jan 08, 2024

George Wunderlich is the Executive Director at the National Museum of Civil War Medicine. In addition to being a museum, the site is home of the Letterman Institute which specializes in advanced military medical management training and corporate management and mission awareness training.

Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
Questions discussed:
For owners preparing to sell their businesses: what is typically their biggest challenge?
An Enterprise Value Proposition. That’s kind of a new concept. What does that mean to someone who wants to get the highest possible value for their business in the near future?
“Transition obstacles”? Can you give me an example?
Contact info:
Email Address glillian@reinventures.com
Website www.reinventures.com

Friday Dec 15, 2023
Jim Immel - Legacy Decision Making
Friday Dec 15, 2023
Friday Dec 15, 2023

Jim Immel, of Immel and Associates, is a succession coach who truly put his clients first. Having an extensive background in the insurance industry, Jim asks unique questions that other advisors may not consider. In his time working in the insurance industry, he found that his clients were more prepared for death than life. This spurred Jim to make the eventual shift into coaching, and he now helps people imagine and achieve their goals.
In his interview, Jim talks about the importance of deeply understanding what his clients care about, and challenging the status quo. Knowing that the corner office can get lonely, Jim serves as sort of a business psychologist and helps business owners reflect on their past decisions in order to more strategically move into the future. He shares the value of listening and asking potent questions that facilitate a clients’ breakthrough. Jim also deciphers the phrase “key employee” and why they are critical to a successful succession plan. With over 40 years of experience, Jim has a huge collection of wisdom, and everyone can benefit from his expertise.
1 minute sections:
- 13:17-14:20: Talking about fight or flight thought mechanisms at play when speaking
- 14:53-14:54: Take them back before you take them forward - thinking about the biggest decision made 10 years ago and realizing how quickly that time went by
- 18:24-19:24: Talks about success in succession planning when able to retain talent/key employees
- 20:59-22:01: Distinguishing between key employee vs. critical employee - getting a better understanding of critical fixtures in business
Click the LinkedIn button to Share this interview with your contacts!

Friday Dec 08, 2023
Dan DeMuth - Secrets of the Golf Whisperer (G1017)
Friday Dec 08, 2023
Friday Dec 08, 2023

Dan DeMuth is an author, PGA golf professional, and owner of Secrets of the Golf Whisperer. He uses his professional skills and experiences to help show business owners the power of focus and how interactive learning promotes effective change in people.

Tuesday Dec 05, 2023
Jim Muehlhausen - Half Retire
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023

Jim Muehlhausen, Founder of Half Retire, helps individuals maximize their business value via a strategy he calls Half Retirement. Jim noticed a trend of people reluctant to fully retire and sought to create a solution. Some business owners may lose their sense of identity if they are no longer at CEO status, and can tend to struggle to find ways to fill the day without the work they know and love. Meanwhile, some may simply struggle to sell the business for their magic number and remain in the business out of necessity.
In his interview, Jim describes what half retirement looks like in a practical sense, as well as what needs to happen in order to successfully half retire. He discusses the benefits of being able to drive up the value of your business while working less hours, and ultimately not losing money to transactional sales tax. Jim shares ways to design work away and be responsible for only the unique areas in which you cannot be replaced. He also discusses his upcoming book, also called “Half Retire,” which dives deeper into the concepts he’s outlined. If you desire to maintain a successful company and income while working less, Jim’s interview is definitely for you.
- 3:59-4:50: What is Half Retirement all about?
- 7:19-8:19: Some of the things needed to successfully half retire.
- 9:56-10:57: You cannot simply delegate your way to half retirement, you still need to bring your unique work.
- 16:22-17:15: Technology’s role in the half retirement process and business valuation.
- 18:30-19:28: Delegation costs money, but there are ways to design work away.
- Click the LinkedIn button to Share this interview with your contacts!

Wednesday Nov 29, 2023
Carol Marzouk - Executive Lion Taming and Why You Might Need It!
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023

Carol Marzouk is always fun to have on the show. Here she shares some stories that illustrate how owners can sometimes be the worst enemy of the value of a business. If you hear her describing you in this episode - call her immediately! Here's her website link: click here

Monday Nov 27, 2023
Merry Neitlich - Marketing Strategies to Beat Content Fatigue
Monday Nov 27, 2023
Monday Nov 27, 2023

Merry Neitlich, Provisors member and Founding Partner of EM Consultants, assists firms and individuals with turning brands into sustained business development opportunities. She has been a business development consultant for over 25 years, specializing in only professional service providers. Merry is here to provide expert advice on communication and marketing. In a time where content fatigue is rampant and people are thirsting for the next step, Merry has tips to combat this increasingly common issue.
In her interview, Merry stresses the importance of staying current, and branding in a way that goes beyond just providing good service. Now more than ever, it is essential to walk the walk when it comes to diversity and inclusion. Merry suggests that in order to effectively communicate and market your brand, your strategies should be based on the needs of your client. It is critical to get in touch with your clients, and to do so in a way that doesn’t exhaust them. Merry sheds light on what the new normal may look like, as well as ways to improve your online presence both on LinkedIn and Zoom.
Link to “Standing Out in the New Norm” - https://www.jdsupra.com/legalnews/standing-out-in-the-new-norm-be-the-72665/
- 3:54-5:06: What do clients really want? Merry shares methods to beat content fatigue.
- 11:02-12:12: Importance of mixing up media when sharing messaging with clients.
- 12:55-13:57: Necessity of putting the client’s needs first.
- 16:16-17:05: Are you walking the walk and talking the talk when it comes to diversity and inclusion?
- 21:50-23:01: Potent tips for enhancing your image on video conference calls.
Click the LinkedIn button to Share this interview with your contacts!

Wednesday Nov 22, 2023
Aleen Bayard - Planning Your Exit Should Be Part of Your Annual Planning (L2617)
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
Aleen is a leadership development and executive coach. Her coaching approach is to help the client use the
coaching process to accomplish specific business goals. The sale or succession plan is one of the most
complex and emotionally-laden business scenarios she encounters.
Questions discussed:
What is the biggest issue you see when working with business leaders, especially those in the process of
contemplating a transition or exit strategy?
Do you suggest the clients hire someone like you personally or do you work with a larger executive team?
What is the most important lesson learned you can share with our audience?
Contact Info
Email:
Website:

Thursday Nov 16, 2023
Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)
Thursday Nov 16, 2023
Thursday Nov 16, 2023
ITR Economics is in the business of international economic forecasting and consulting.
Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information.
Questions discussed:
Why is the Great Depression coming to the US?
Is it just the US?
When? Also, can anything stop it?
Contact info:
Email Address alan@itreconomics.com
Website www.itreconomics.com
Read his Book:
Prosperity in the Age of Decline
Print and ebook, Amazon and Barnes & Noble

Monday Nov 13, 2023
Anthony Mulkern - The Secrets of Exit and Succession Planning
Monday Nov 13, 2023
Monday Nov 13, 2023

Click here to read this episode's transcript.
Anthony Mulkern, President of Mulkern Associates, helps CEOs, founders, and business owners increase their enterprise value through executive leadership training. Tony has over 30 years of experience as an executive coach and business consultant. He helps ensure that businesses which eventually go to market become part of the 20% that actually sell. Tony’s expertise will help you position your business to become far more valuable to buyers.
In his interview, Tony describes some of the many reasons that a majority of businesses never sell, and how you can get yourself into the category of those that do sell. Many business owners don’t realize that what they’re selling is an earning stream. He explains a bit about his methodology in coaching entrepreneurs on how to improve their enterprise value, and therefore become more attractive to buyers. Get a pen and paper ready for Tony’s extremely valuable tips.
- 4:17-5:34: An example of a reason why 80% of businesses that go to market do not sell.
- 6:14-7:11: Explaining why it is a problem if you wait too long to sell.
- 8:23-9:31: Why you need to be aware of potentially inflated business valuations.
- 14:14-15:17: Common mistakes that entrepreneurs make when hiring executives.
- 18:50-19:45: Some characteristics of businesses that will sell.

Saturday Nov 11, 2023
Pam Reyes - How to Build Cohesive High Performance Teams (E1817)
Saturday Nov 11, 2023
Saturday Nov 11, 2023

Did you ever wonder how some teams seem to be firing on all cylinders and others are limping along? Learn from Pam Reyes, Business and Leadership Advisor with over 20 years experience leading cross-functional teams, how you can build cohesive high performance teams based on strengths to increase profitability and reduce turnover.

Friday Oct 27, 2023
Dan Miller - Living a Longer and Healthier Life (G0817)
Friday Oct 27, 2023
Friday Oct 27, 2023
Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life.

Monday May 16, 2022
Harley Bjelland - Review Your Employee Benefits Regularly (D0618)
Monday May 16, 2022
Monday May 16, 2022

Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.

Friday May 13, 2022
Friday May 13, 2022
Gary Kunath is the CEO of GMK Holdings, a speaker, author, and a writer. Gary travels and speaks to major companies and universities on the subject of Mastering Life Balance. Today, he will discuss how to achieve greatness at both home and at work.
Questions Discussed:
1. How did you build a seminar for the 2nd in command at Cisco Systems, supporting his initiative on bringing humanity back to business?
2. What colleges have you spoken to and what has the reaction been?
3. Why do businesses care about mastering life balance now?
Contact Info:
Email Address: gkunath@aol.com
Website: www.garykunath.com

Wednesday May 11, 2022
Thomas Young - How to Attract Qualified Customers (E1218)
Wednesday May 11, 2022
Wednesday May 11, 2022

Thomas Young works with companies to help attract qualified customers by focusing on inbound and content marketing. His business is called Intuitive Websites and today, he will discuss how to implement these important strategies into your business.

Friday May 06, 2022
Steve Van Valin - Shaping a Culture that is Engaged to Innovate (A1818)
Friday May 06, 2022
Friday May 06, 2022

Steve Van Valin, Founder and CEO of Culturology, helps companies shape a culture that is engaged to innovate. At Culturology, they specialize in contemporary cultures where people need to be competitive, especially customer-facing businesses looking for a unique edge. A business’s culture is much like a personality and determines the common expectations people have when working together. By shaping the culture intentionally, you can help your team be more innovative and engaged.
In his interview, Steve discusses high-level tactics of culture design and how it can contribute to innovation. He highlights the importance of being an expert at the creative process in order to facilitate more creativity from your team. While the phrase may seem paradoxical, Steve encourages you to plan time for spontaneous interactions. Steve also proposed the idea of “addition by subtraction,” meaning sometimes it takes removing barriers in order to help employees become more innovative. Steve’s insight is a powerful tool for anyone hoping to get more cohesion and creativity from their teams through relatively simple means.
- 2:24-3:15: How Steve defines culture and how it is like a personality.
- 6:41-7:46: Consistencies in how companies of any kind drive innovation.
- 10:16-11:23: Good creative ideas can be small things involving constant problem solving.
- 14:23-15:28: Become an expert on the creative process itself in order to help your team think more openly.

Wednesday Apr 06, 2022
Carl Allen - Growth Through Acquisition
Wednesday Apr 06, 2022
Wednesday Apr 06, 2022

Carl Allen, Co-Founder of Dealmaker Wealth Society, is a world-class entrepreneur, investor, and corporate dealmaker. He’s enabled over 300 deals collectively valued at nearly $50 billion in the last 3 decades and analyzed thousands of other businesses across industries. Carl is a bona fide serial entrepreneur and expert when it comes to business acquisition. At Dealmaker Wealth Society, Carl is in the business of coaching others to buy, sell, and scale their business.
In his interview, Carl explains his philosophy on why you should acquire a business rather than start from square one. Most new businesses fail within the first 10 years, with half of them failing in just the first year. By acquiring, you can begin with something already successful or leverage their existing success and expand your business into new areas which are already a proven success. Carl shares ways you can prepare your business to be sellable, along with why you should be prepared due to the upcoming economic forecast. If you work on your business instead of for your business, Carl knows you can find heightened success and fulfillment. Expand your business’ potential by tuning in to Carl’s expertise.
- 4:25-5:35: Instead of starting a company fresh, buy a profitable existing business.
- 6:18-7:20: Criteria for identifying what business you should buy.
- 11:04-12:18: Challenges Baby Boomers are facing when trying to sell their business.
- 14:36-15:48: Ways to work on your business and not in your business via solid partnerships.
- 18:19-19:34: Insight on the transfer of wealth happening in the next 10-15 years.

Thursday Mar 24, 2022
Ken Majer - Establish a Value Driven Culture
Thursday Mar 24, 2022
Thursday Mar 24, 2022

Dr. Kenneth Majer has been a successful author, speaker, and consultant to companies large and small for over 30 years. He is a subject matter expert in change management, corporate culture, communications, values-based leadership, organizational alignment, and management training.
Ken is best known for using values-based concepts to improve corporate culture. His premise is that values-driven companies always outperform the competition. He uses his experience and insights to change businesses dramatically and permanently. Ken’s vision includes helping companies stay ahead of the curve as they adapt to new realities in today’s radically changing business world. His goal is to enable leaders to use the power of values-driven alignment to enhance their success.
Ken provides insight, products, and services that business leaders rely on for success. Establish a values-driven culture as your core business strategy to help your company outperform the competition!

Tuesday Mar 22, 2022
Lee Goldberg - Preparing for Your Business Exit Strategy
Tuesday Mar 22, 2022
Tuesday Mar 22, 2022

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.
- 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.

Tuesday Mar 15, 2022
Tuesday Mar 15, 2022
Reb 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.
- 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.

Thursday Mar 10, 2022
David C Baker - Doing What Works
Thursday Mar 10, 2022
Thursday Mar 10, 2022
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.

Saturday Jan 29, 2022
Casey Brown - You Are Probably Under-pricing Your Product (F1817)
Saturday Jan 29, 2022
Saturday Jan 29, 2022
Casey Brown is in the business of helping companies substantially increase profits through better pricing and
in this interview she talks about value-based pricing and some other key pricing best practices.
Questions Discussed:
1. Casey, companies in very competitive industries often say they have little to no pricing power and that they
must compete on price. What do you say to those companies?
2. Casey, in an average selling conversation, who is most focused on price: the buyer or the seller?
3. Casey, what do you say to companies setting prices based on a cost-plus model?
Contact info:
Email Address casey@precisionpricingllc.com
Website www.precisionpricingllc.com

Wednesday Jan 26, 2022
Natalie Elisha Gold - Estate Planning Essentials
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
Natalie 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.
- 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.

Monday Jan 24, 2022
Steven Snyder - Focused Passion
Monday Jan 24, 2022
Monday Jan 24, 2022
Steven Snyder is author of the book Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion.
Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion is available on Amazon in paperback and on Kindle.

Sunday Jan 23, 2022
Steve Ciepiela - Will Your Buy-Sell Planning Work? (C0218)
Sunday Jan 23, 2022
Sunday Jan 23, 2022

Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience.
You can contact Steve at Sciepiela@charlesstephen.com

Sunday Jan 16, 2022
Sunday Jan 16, 2022
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.

Friday Nov 05, 2021
Linda Duffy - Increase Your Human Capital ROI (C2218)
Friday Nov 05, 2021
Friday Nov 05, 2021

When you invest in machinery, you want to get the most from your investment. When you devise a marketing plan you carefully measure your return on investment. Yet most employers don't look at one of their most significant investments - human capital - with the same eye on the return on their investment. In her 20 minute interview, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the important factors that lead to maximizing your Human Capital ROI.

Saturday Oct 30, 2021
David Taylor Klaus - Put Your Life Before Your Business (K1117)
Saturday Oct 30, 2021
Saturday Oct 30, 2021

David Taylor-Klaus, of DTK Coaching, helps entrepreneurs and executives live more fulfilling lives. David started in hospitality, switched to technology, and, despite his accomplishments, eventually realized he wasn’t living the life he truly wanted. In 2008 he started DTK Coaching and hasn’t looked back. As a coach, he aims to hold his clients accountable for both their goals and who they are at their core.
In his interview, David analyzes the phrase “work-life balance,” and how backward this statement really is. He emphasizes focusing less on revenue-based goals, and instead of taking action on goals oriented towards personal fulfillment - we are not on this planet just to make money. David has much more life-changing information than can fit within a 20-minute interview, and graciously offers a free link to his book “This Is Your Wake-Up Call!” You do not want to miss out on the information David has to share.

Friday Oct 29, 2021
Barry Moniak - Don‘t Resist Interdependence
Friday Oct 29, 2021
Friday Oct 29, 2021
Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of interdependence.
What does Barry Moniak believe?
He believes that all human beings have the innate desire to become better versions of themselves. Every innovative leader knows this.
He believes that the workplace is the ideal place for this transformation to take place; not the mountain top, seaside, church or synagogue; not even the latest greatest get motivated seminar. The job site is the place to achieve enlightenment!
We do not typically think of the workplace as the best environment in which to become better quality human beings. But it is. The world of business, the place we spend so much time together, provides the perfect playing field – the tough, no-nonsense, yet highly creative space in which we discover who we really are; learn to work and play well with others; and evolve daily to become our best selves. This is what Innovative Leadership is all about.

Wednesday Oct 27, 2021
Dean Del Sesto - How to Define a Brand (F2918)
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021

Dean Del Sesto is the president of Breviti, a brand consulting and development agency that focuses on brand strategy and development for primarily small to mid-size business-to-business companies.

Tuesday Sep 21, 2021
Brad Leggett - How Sales Organizations are Changing to Survive Covid
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
Back 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.
- 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.

Thursday Sep 16, 2021
Peter Lehrman - Modernizing Business Acquisition
Thursday Sep 16, 2021
Thursday Sep 16, 2021

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.
- 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

Tuesday Aug 31, 2021
Jim Doty - Exit Planning from a CFO's Perspective (D0318)
Tuesday Aug 31, 2021
Tuesday Aug 31, 2021

Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.

Monday Aug 02, 2021
Harry Barth - Asset Protection Planning Has Never Been More Important
Monday Aug 02, 2021
Monday Aug 02, 2021

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.

Sunday Jul 25, 2021
Morrie Shechtman - Eliminating Mediocrity (A2618)
Sunday Jul 25, 2021
Sunday Jul 25, 2021
Morrie Shechtman is a Chairman at Fifth Wave Leadership, a Human Capital Consulting Group. Today, he will discuss how to eliminate mediocrity for your company.

Wednesday Jul 21, 2021
Peter Mehit - Why You Need a Killer Business Plan (F3018)
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021


Tuesday Jul 20, 2021
Mike Aguilera - Connect with Anyone in Less Than 90 Seconds (B0718)
Tuesday Jul 20, 2021
Tuesday Jul 20, 2021

Mike Aguilera is the President of Aguilera & Associates, an international training and coaching company specializing in rapport and communication skills to help you get more yeses.
Questions Answered:
1) Who would benefit from your system of training?
2) What makes your system different from other communication models and training?
3) Is it easy to learn and apply?
Contact Info:
Website: http://www.MikeAguilera.com
Email: mike@mikeaguilera.com

Sunday Jul 18, 2021
Mark Wald - The Supporting Strategies Revolution (B2518)
Sunday Jul 18, 2021
Sunday Jul 18, 2021

Informational webinars available: http://www.supportingstrategies.com/webinar

Thursday Jul 15, 2021
Dr Paul Schempp - The Expert of Experts
Thursday Jul 15, 2021
Thursday Jul 15, 2021

Dr. Paul Schempp is a Professor at the University of Georgia. He is a research professor who studies experts and the development of expertise. Dr. Schempp has identified that a common characteristic among experts is having good mentorship. He has studied hundreds of experts and authored the book "5 Steps to Expert: How to Go from Business Novice to Elite Performer."
In his interview, Dr. Schempp dives deep on the value of mentorship, especially for those nearing their business exit. Mentoring a protege can help pass your values onto the next generation, and meanwhile, proteges seeking expertise will greatly benefit from having a mentor - the relationship is symbiotic. For our listeners who may hope to one day begin an expertise-based practice, Dr. Schempp also shares some tips to help you achieve elite performance levels. We all have the ability to achieve mastery, and guidance is essential in that journey, so don’t miss Dr. Schempp’s advice on attaining the level of success you desire.
- 5:23-6:18: Informal relationships between mentors and proteges can be most effective.
- 10:52-12:00: Tips for identifying good proteges and transferring your values to the next generation.
- 15:02-15:58: The greatest experts are not necessarily the greatest mentors.
- 18:45-19:42: Speaking about "5 Steps to Expert: How to Go from Business Novice to Elite Performer"

Monday Jul 12, 2021
Jack Scherer - What It Takes to Hire Proven Talent (L1017)
Monday Jul 12, 2021
Monday Jul 12, 2021
