Exit Coach Radio

Kathy Fettke - Retire Rich in Rentals

Kathy Fettke is the CEO and Founder of Real Wealth Network of Malibu, CA. Listen as she discusses how she started investing in real estate out of necessity and her insights on how you can build your own portfolio.

 

Kresimir Peharda - Preparing to Sell Your Business (B020518)

 

 

 

 

 

 

 

Kresimir is a securities and mergers and acquisitions attorney. He helps his clients maximize the value of their business at sale.

Questions Answered: 

1. How do you help your clients plan ahead before a sale?

2. When is the right time to begin planning for a sale?

3. What are some of the most common mistakes business owners make in the sales process? 

Contact Info:

Website: www.kpehardalaw.com

Email: kresimir@kpehardalaw.com

 

Michelle Tillis Lederman - Relationship Networking (G1518)

Michelle is an accomplished Author, speaker, communications trainer, executive coach and CEO of ExecutiveEssentials. Today she will explain what Relationship Networking is and why is matters to your personal and professional results.

Please share this interview with your Social Media contacts!

 

 

 

Aaron Weiner - Structure Your Lease To Enhance the Sale Value of Your Business

Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview. 

 

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

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

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

1-Minute Sections:

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

 

John Boyens - 6 Secrets to Market Dominance (I0717)

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

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

 

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Wayne Breitbarth - The Power Formula for LinkedIn Success (G0217)

Wayne Breitbarth is the Founder and CEO of Power Formula, a company that helps businesses and individuals maximize their efforts on LinkedIn. Website: www.powerformula.net

 

Ryan Smith - Think SBA

 

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

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

1-Minute Sections:

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

 

Mary Anne Kochut - Power vs. Perception (A1618)

Mary Anne Kochut, of Champions For Success, LLC., is an author, motivational speaker, coach, adjunct professor, and management development professional. She specializes in the areas of leadership, communications, executive coaching, change management, and career transition and is also skilled in group dynamics, consultation, and facilitation. After a lengthy stay in the corporate world, she eventually became a “reluctant entrepreneur” and went on her own, rather than continue fitting into someone else's mold. Mary Anne’s passion is inspiring others to be productive and live the life they truly want to, evident in her book “Power vs. Perception: Ten Characteristics of Self-empowerment for Women.”

Mary Anne always encourages the people she coaches to be unstoppable. In her interview, she talks about the limitations we put on ourselves and how they stop us from attaining the success we desire. Mary Anne talks about inherent drives present in everyone, and how understanding these can help reveal your passions. She discusses some of her tried and true methods for reshaping people’s perceptions regarding what they may have previously considered to be impossible. Mary Anne’s inspiring conversation is useful to anyone hoping to shift their perspective and make the impossible possible.

 

Andrew Singer - Legal Policies in the Workplace (C1718)

Andrew Singer is the Chairman of Tannenbaum Helpern's Employment Law Practice Group. Andrew has extensive experience in all aspects of employment law and provides clients with a full spectrum of legal services, from every day counseling to complex employment litigation. 

Contact info:

Email: singer@thsh.com

 

 

John Brown - What Business Owners Need to Know About Selling Today

Do you need tips about preparing to sell your business from a true expert? John Brown, the founder of Business Enterprise Institute (www.exitplanning.com)  discusses how today's economic headwinds increase the difficulty of exiting your business on your terms and conditions.

Questions discussed:

1.how can owners overcome headwinds

2. what needs to be done to overcome headwinds

3. who can help

 

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Barry Moniak - Begin With The End in Mind

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

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

1-Minute Sections: 

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

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

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

Linda Yates - The Image of Distinction

Linda Yates is the Founder of Linda H. Yates Coaching + Consulting Group. Today, she will discuss how you can achieve the image of distinction. 

 

Questions discussed:

 

1) What are some tips to step up our image?

2) How does our body language impact our profitability?

3) How can we create positive customer experience?

 

Contact info:

 

Email: linda@lhyatesconsulting.com

Website: www.LindaHYates.com

 

Joe Seetoo - An Integrated Approach to Exit Planning

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

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

 

1-Minute Sections: 

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

 

John Brown - 3 Reasons Why It's Harder to Exit Now Than It Was 10 Years Ago (H3117)

In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute  discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago. 

 

 

 

Jim McComb - Certain Success in An Uncertain Future

 

Jim McComb, a Pathfinder at Wild Card Strategy, is in the business of helping others find certain success in an uncertain future. Wild Card Strategy evolved as he began to work with business owners, and found their biggest problem was dealing with future uncertainties. He specializes in working with leaders to strategically plan, develop, and execute business tactics that factor in plausible wild cards. Jim defines “wild card” as anything, either positive or negative, that may disrupt life as we know it, and therefore change the way we can do business. 

Though Jim’s interview has been resurrected from a few years ago, his information is more relevant than ever. The only thing we can be certain of is constant change, and Jim proposes that by identifying possible wild cards, we can plan ahead and prepare strategies for these events ahead of time. The most successful people are able to anticipate the future and get there before their competition does. Jim shares various examples of forethought and innovation that led to revolutions in how we do things, as well as ways of looking at negative change as an opportunity for positive growth. Additionally, Jim shares the one thing that truly drives all business, and how you can find it. Jim’s impressive foresight and wisdom may be the key to growing and adapting your business in ways you never imagined.

1-Minute Sections:

• 5:56-6:51: In a chilling moment from the past, he talks of the ebola outbreak and how diseases can potentially affect business in the future.
• 9:13-10:14: Defining success in your own terms as a path to becoming a “winner.”
• 11:52-12:47: “Those who can anticipate the future and get there first are the winners...”
• 12:58-14:13: Describes “The Crystal Ball” - the one thing that will drive all business.
• 17:24-18:40: An example of how to find success despite the negative wild card event happening
• 18:58-19:56: What opportunities may be created by a plausible wild card? Disruption can fuel new ways of doing business - extremely relevant to today’s crisis.

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

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

Soyini Coke - Planning Pays: It's Powerful, Practical, and Profitable (C1918)

Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success. 

Questions Asked: 

 

1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations? 

 

2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits?

 

3) What are some of the financial results you've seen business owners get from a great plan?

 

Contact Info: 

 

Website: www.annonaenterprises.com

Email: soyini@annonaenterprises.com

  

 

Jennifer Peek - Exit Strategies for a Supply and Demand Chain Reset

Back with us again is Jennifer Peek of Peek Advisory Group. She started her company 10 years ago and specializes in aiding female business owners with their exit plan, but today shares useful information for anyone seeking clarity in these uncertain times. As the economy has come to a screeching halt, it can be hard to know when and how it will come back. Jennifer offers some practical examples of adaptation, as well as insight on what we may see in the coming months.

The big question on everyone’s mind right now is “what does the new normal look like?” While no one has a clear answer to this, Jennifer has valuable insight on what we might expect. She shares her observations on the different obstacles faced by service-based industries and product-based industries, as well as predictions of consumer habits. Jennifer also mentions the idea that there may be ripples still to come that we haven’t seen yet. Her expertise is priceless in this unfamiliar economic climate and you don’t want to miss Jennifer’s interview.

 

Marty Jacknis - Opportunity Blindness

Marty Jacknis, President of Opportunity Maximizers, Inc., is a highly rated professional speaker, author, entrepreneur, and trainer who helps individuals and organizations gain and maintain a competitive advantage in their chosen markets and endeavors. He’s previously worked for companies like IBM and has worked among the top business leaders in the world. Marty’s life was changed when he realized he needed to figure out why what he was doing was working, and he became proactively introspective. Marty has experienced first-hand the value of identifying and seizing opportunities. 

In his interview, Marty talks about self-limiting belief systems and how often you can do things just because you didn’t know they couldn’t be done. Marty also mentions a few ways to find new opportunities right away. Looking at the whole picture, rather than just one department, is also essential according to Marty. He shares various tried and true methods for improving negotiation and collaboration. The minute we slow down, our competition will catch us, listen to Marty’s interview for ways to constantly innovate and take advantage of new opportunities.

 

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

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

Mike Goodfriend - Make a Difference in Leadership

 

 

 

 

 

 

 

 

 

 

Click here to read this episode's transcript. 

 

Mike Goodfriend, President of Goodfriend & Associates, is a teamwork engineer, leadership coach, and a meeting facilitator. Mike has always considered himself a student of strategy, teamwork, and leadership. He now trains teams to leverage these skills in order to mine and uncover business opportunities. Mike and his team bring some fun competition into their methodology in order to foster growth within organizations. 

 

In his interview, Mike describes the ways in which he helps teams become more cohesive and seize new business opportunities. Mike explains the unique team development workshops he hosts, which he calls “Teamwork Sharks.” He discusses how this helps people discover new ways of identifying and presenting business opportunities. He also shares the importance of detailed data analytics. An effective company will have strong values from the top down, so be sure to tune into Mike’s tips on how you can refine your leadership team.

 

1-Minute Sections:

• 3:00-4:07: Using data analytics effectively can be a game changer, like in Major League Baseball.
• 9:23-10:28: Introducing Teamwork Sharks Leadership Development courses as a way to teach effective business plan presentation and encourage strategic thinking within leaders.
• 11:42-12:32: An overview of Mike’s strategies for leadership coaching.

 

Dana Dattola - Insurance and Covid

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

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

1-Minute Sections: 

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

 

Sonni Sabahi - Business Relationships, Investing, and Saving Money

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

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

1-Minute Sections:

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

 

 

Aaron Weiner - What You Don't Know About Your Lease Can Hurt You (K0417)

Aaron Weiner is the Sr. Vice President of Bailes & Associates. Aaron is in the business of Commercial Real Estate Brokerage and focuses on tenant representation. 

Questions Answered: 

1) "Real estate leases are long and full of fine print and legalese. How much of it is really negotiable?"

2) "Can you give me an example (or a couple of examples) of a lease clause that tenant's don't pay much attention to that can be negotiated to their benefit?"

3) "Most tenants equate high image with a fancy location and high rent. Are there other considerations they should be taking into account?" 

Contact Info: 

Website: aaron.weiner@weinerproperty.com

Email: aaron@bailesre.com

 

George Hicks - Prepare early to ring the bell (F1618)

 

George Hicks, Chief M&A Officer of TheM&A Brokers shares several tips and stories about how to have a transferable business so that you are able to "ring the bell" and sell successfully.

 

Please share this interview with your Social Media contacts!

 

 

Tish Squillaro - People Alignment and Goal Setting

In order to achieve success in business, a company must participate in people alignment and goal setting. Tish Squillaro of Candor Consulting does just that and more, which she will explain in today's episode. 

 

Questions Discussed:

 

Why the name CANDOR?

What is your greatest accomplish with a client?

What is head trash index?

 

Contact Info: 

 

Email Address: tish@candor-consulting.com

Website: www.candor-consulting.com

 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Bill Eckstrom - Sales Growth is About the Sales Leaders, Not the Sales People (I1117)

Bill Eckstrom is the President of EcSell Institute. EcSell Institute is a research based organization that helps sales departments drive more revenue by working only with sales leadership--not sales people.

 

Questions discussed:

 

1. If sales departments want to grow sales, why do you say it more about the leader versus the sales person?

2. Why has there not been much emphasis on developing managers/leaders, but yet so many resources are dedicated to the sales person?

3. What should sales leaders be doing differently if they want to grow sales?

 

Contact info:

 

Email: beckstrom@ecsellinstitute.com

Website: ecsellinstittute.com

 

 

 

Jennifer Holland - Do Your People Live Your Brand? (I1917)

Bill Black interviews Jennifer Holland of Holland People + Brands, who shares the importance of building a memorable , powerful and substantial brand.

 

 

 

Craig Weber - Conversational Capacity (L1817)

Craig Weber is the author of Conversational Capacity: The Secret to Building Successful Teams that Perform When the Pressure is On. He's going to talk to us about the subject of conversational capacity and its importance to management, leadership, and teamwork.

 

Questions discussed:

 

1. What do you mean by conversational capacity? 

2. Why is conversational capacity such a difficult thing to create?

3. Given its importance, how do we build it?

 

Contact info:

Email: weberconsulting@earthlink.net

Website: www.weberconsultinggroup.net

 

 

The ABC's of Great PR - Pat Kramer (I1217)

In this 20 minute interview, Pat Kramer, Writer - Writer For Hire, shares tips, ideas and stories about how she has helped numerous clients to effectively increase their business and exposure through well-crafted and well-timed Press Release and Publicity campaigns.     

Rod Hatley - Essential Tips for Stress-Free Estate Planning

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

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

1 minute sections: 

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

 

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

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

Nat Read - How Your Company Can Prepare for a Natural Disaster (K1017)

Nat Read is the principal at Read Communications, which provides counsel on government relations and crisis management. More information can be found at www.natread.com. 

Nat discusses what kinds of preparation are common to all major disasters, disasters that most businesses don't consider, and how long a business should be prepared to hold out in case of a disaster. 

 

 

Are you and your Company Transition-Ready? 

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

 

 

 

Nina Stillman - Estate Planning for Business Owners

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

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

1-Minute Sections:

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

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

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

 

Lisa Walker - Getting Your Business to Run Without You (E0317)

Lisa Walker is an executive and business coach with ActionCoach.

Questions Answered: 

1) What challenges do you typically work on with a business owner on? 

2) What are the keys to getting my business to run without me?

3) What areas of the business are key for systemization? 

Contact Info: 

Website: www.actioncoach.com/lisawalker

Email: lisawalker@actioncoach.com

 

 

 

 

 

Mikki Williams - Pivoting During COVID-19

Download a PDF Transcript of this interview: Click here

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

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

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

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

Jeremy Lurey - Strategies for Building Your High Performing Virtual Team

Back with us again is Jeremy Lurey of Chief Exec Coach and Family Legacy First. He aims to increase job satisfaction and personal fulfillment in companies, and make a difference in businesses that make a difference. He got a jump start on building successful virtual teams after an earthquake in 1994 rendered many employees’ commutes impossible. Jeremy has found that ultimately, our virtual teams are still just teams, but they require more structured processes and increased dependence on technology. 

During this time of reinvention, Jeremy’s knowledge is invaluable for those trying to navigate the virtual environment. He shares ideas on inspiring productivity and high performance from afar. Jeremy also expresses the importance of flexibility and understanding during this time where everyone is adapting to drastic change. As virtual workplaces quickly become the norm, it is essential to adapt, don’t miss out on Jeremy’s methods for doing so with success.

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

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

Leisa Reid - The Key to Mastering Your Mind in Business

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

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

1-Minute Sections: 

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

 

Kathleen McEntee - Reach Your Target Markets

Here with us once again is marketing expert Kathleen McEntee. After spending over 25 years in sales, she shifted to marketing with the goal of helping privately held companies up their game. Her specialty is in brand development and creating hand-tailored messaging that reaches their target market. During the current crisis, Kathleen’s expertise is especially beneficial. 

In her interview, Kathleen talks about the way messaging has been shifting and new trends emerging during the pandemic. She also sheds light on the importance of communication, both with customers and employees. The means of communication should match the demographic you’re trying to reach, and attention to this factor can make a campaign more or less successful. It can be difficult to decide how to approach a marketing campaign during a time of crisis, but Kathleen’s knowledge provides much-needed clarity.

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

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

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

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

Questions Answered: 

 

1) Why do we need another exit planning assessment?

2) What happens when an advisor and an owner review the ExitMap reports?

3) Who pays for the reports?

Contact Info: 

Website: www.exitmap.com

Email: jdini@mpninc.com

 

 

Patrick Renvoise - How to Show up Brilliantly to Zoom Meetings

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

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

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

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

Don Rheem - Thrive by Design

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

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

1-Minute Sections: 

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

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

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

Richard Lau - Designing Your Business for a Successful Exit Strategy in the Future

Richard Lau, named “Domainer of the Year” in 2004, is the Founder of Logo.com, Resume.com, and NamesCon. He is in the business of building well-structured software companies which turn a profit. A business sale is not just dependent on good ideas, but good execution as well. Richard has generated millions of dollars of revenue in the domain industry and knows the value of starting with the end in mind. 

In his interview, Richard explains why you need to start your business with a future exit in mind. A buyer will scrutinize every detail of the business, so it is critical that you don’t take any shortcuts and do your due diligence along the way. Richard shares some strategies he’s used in the past as well as things to avoid when considering this aspect of planning. He also discusses some of the metrics of a successful exit strategy that go beyond just a high valuation. Richard’s insight is valuable to anyone hoping to smooth out their exit planning process.

1-Minute Sections:

• 8:49-9:52: Why you need to set up your company with a future exit in mind.
• 11:04-12:12: Necessity of not taking shortcuts and doing your due diligence along the way.
• 14:09-15:28: Some of Richard’s various experiences selling businesses.
• 18:22-19:44: A successful exit isn’t just measured by earnings of sale.

 

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

Kathy Dawson - Making a Difference One Job at a Time

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

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

1-Minute Sections:

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

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

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

Leslie Groene - Strategies for Navigating Sales During Crisis

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

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

1-Minute Sections: 

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

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

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

Harley Bjelland - Have You Made Illegal Promises to Key Employees? (E1118)

 

Harley Bjelland of www.TheErisaLawFirm.com is an experienced ERISA attorney. He shares some examples of Executive Compensation practices that he sees regularly that may be illegal under current IRS Section 409A and strategies to retain and reward key employees.

 

Nicole Nuzzo - Family Law Resources During COVID

 

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

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

1-Minute Sections:

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

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

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

Ken Queen - Income for Baby Boomers

Ken Queen hosts the popular podcast "Income for Baby Boomers" on iTunes. In this interview he discusses how Baby Boomers can develop income and the concept of "Riches and Niches".

At ExitCoachRadio.com, we upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

Bill Black, Host of the Exit Coach Radio Show, is a Certified Exit Planner and President of Exit & Retirement Strategies, Inc, a planning firm that develops written Exit and Succession plans for Business Owners so they are remembered for their planning (instead of their lack of planning). He can be reached at (866) 370-3774.

Dierdre Maloney - Building Bliss (G2017)

Dierdre Maloney, President of Momentum, LLC., is a “bliss-builder” who helps people live a more authentically happy and successful life. She has a storied background and is also a published author and national speaker. Dierdre’s approach is largely based on what she calls mildly audacious leadership, and she shares leadership lessons that people don’t usually talk about. She knows from experience that being a leader can get lonely, and it is important to develop ways to thrive in all aspects of life. 

In her interview, Dierdre discusses the necessity of authenticity. Authentic living means more easily connecting with others, being very comfortable with yourself, and being aware of your own limitations. Dierdre speaks of the importance of having a trusted circle of people for meaningful feedback, and also identifying leaders you admire to model yourself after their example. Striving to be someone that others aim to model themselves after can help you and your business thrive. Listen to Dierdre’s expertise to jump start your well-being.

1-Minute Sections: 

• 3:56-4:51: Be willing to be who you are and say what others won’t say, it is refreshing to others.
• 6:22-7:12: The correlation between living authentically and success. 
• 14:19-15:19: Talks about the importance of making sure employees feel heard in a company.

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

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

Hattye Knight - Against Company Policy (K2917)

Hattye Knight, is a Human Resources professional, published author of Against Company Policy, a HR suspense novel, speaker, radio show host, and trainer. She is going to speak today about an employee relations issue on conducting a fact finding investigation.

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Michelle Tillis Lederman - How Relationships Drive Business Growth

Michelle Tillis Lederman, CEO and Founder of Executive Essentials, is a Communications and Likeability expert. Formerly managing business loan allocations, Michelle realized that most business owners don’t understand the value of likeability, and wanted to explain how they could leverage their relationships to help business growth instead. This led her to start Executive Essentials, where she creates custom programs, uniquely tailored to each business, geared to aid in growth. Michelle has seen firsthand the value of likeability and how it directly correlates to the bottom line.

In her interview, Michelle explains why likeability and cultivating meaningful relationships are so valuable. People will pay a premium to do business with someone they like, over cheaper or better services. She highlights the importance of authenticity, and the notion that everything you do in business must be from an authentic place. In addition to sharing a few laws of likeability, Michelle also offers some tips on asking better questions that lead to more fruitful responses. Being liked and being respected are not mutually exclusive, Michelle’s information will help you achieve both and drive up business growth.

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

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

 

 

Pete Walsh & Marc Ottestad - Peaceful and Prosperous Relationships in Family Business

 

Today we have two guests from Family Business Performance Center, Pete Walsh and Marc Ottestad. Marc has been working primarily in the Christian leadership development space and is a prominent Convene member. Before moving into coaching, Pete had dealt with a lot of firsthand pain and frustration working in a 90 year old family business. They both seek to smooth out the tender familial relationships and lead families to lasting peace and prosperity. 

 

In their interview, Marc and Pete discuss some of the strategies they use when coaching. Their model is based on intentional practice and rehearsal, citing the NFL as an inspiration. They discuss the importance of having an objective voice in the room when dealing with issues within a family. At the end of the day, we all want to have success in our home and business lives, and if these two areas intersect, be sure to tune into Marc and Pete’s expertise.