Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
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
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
Wednesday Jul 21, 2021
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
Sunday Jul 18, 2021
Informational webinars available: http://www.supportingstrategies.com/webinar
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
Monday Jul 12, 2021
Friday Jul 02, 2021
Friday Jul 02, 2021
Bruce McCombs, Mentor with SCORE in Orange County, discusses tips and ideas for building your business based on a solid marketing strategy.
Friday Jun 18, 2021
Friday Jun 18, 2021
The KPI Guy is dedicated to bringing actionable KPIs to small and medium business. We turn data to dollars by designing, implementing and optimizing business performance metrics. You can't manage what you don't measure. Website: kpiguy.com Email: paul@kpiguy.com
Sunday Jun 13, 2021
Sunday Jun 13, 2021
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.
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
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
Tuesday Jun 08, 2021
Tuesday Jun 08, 2021
Friday Jun 04, 2021
Friday Jun 04, 2021
Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview.
Thursday May 27, 2021
Thursday May 27, 2021
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.
- 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.
Saturday May 22, 2021
Saturday May 22, 2021
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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Monday May 10, 2021
Monday May 10, 2021
Clair Billingsley is a much-in-demand Speaker for a very simple reason - she helps Leaders develop thought and communication techniques that go beyond the competition.
Contact info:
Email: BillingsleyConsulting@gmail.com
Website: www.BillingsleyConsultingGroup.com
Sunday May 09, 2021
Sunday May 09, 2021
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
Tuesday May 04, 2021
Tuesday May 04, 2021
James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.
Website: intellivestadvisors.com
Monday May 03, 2021
Monday May 03, 2021
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.
- 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
Sunday May 02, 2021
Sunday May 02, 2021
Questions Answered:
1. What is the biggest bottleneck in a business?
2. What toll has the last 5 years (since the global financial crisis) taken on the business owner?
3. What is the 1 thing that a business owner can do RIGHT NOW to begin growing their business?
Contact and Offers:
CarlGould@7StageAdvisors.com for a FREE Business Analysis or Call 1-877-GO-7-STAGES
Carl's Book can be found on www.The7StagesOfSmallBusinessSuccess.com..and see Carl's video interview of each of the 7 Stages
Sunday Apr 25, 2021
Sunday Apr 25, 2021
Thursday Apr 22, 2021
Thursday Apr 22, 2021
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.
Thursday Apr 15, 2021
Thursday Apr 15, 2021
Email: singer@thsh.com
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
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
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Saturday Apr 10, 2021
Saturday Apr 10, 2021
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.
- 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!
Thursday Apr 08, 2021
Thursday Apr 08, 2021
Kerri Salls is in the business of early exit planning for owners of private and family run businesses.
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
Monday Apr 05, 2021
Monday Apr 05, 2021
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.
- 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.
Sunday Apr 04, 2021
Sunday Apr 04, 2021
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.
Thursday Apr 01, 2021
Thursday Apr 01, 2021
In 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner’s use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984.
Friday Mar 26, 2021
Friday Mar 26, 2021
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.
- 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!
Thursday Mar 25, 2021
Thursday Mar 25, 2021
Scott Hunter, President of Unshackled Leadership, helps leaders reach a mindset of success and helps improve communication within the workplace. Originally starting as an engineer studying law, eventually Scott was working as an IP lawyer but couldn’t keep a secretary and lost his wife. He knew something had to change, so he became devoted to learning all he possibly could about improving his communication and life skills. In an effort to turn full-time learning into a viable career, he founded his coaching company, Unshackled Leadership.
In his interview, Scott shares extremely valuable tips for more effective communication. When communicating, we all want to be acknowledged, appreciated, heard, and known, so the most important component of effective communication is being an empowering listener. Scott talks about the importance of turning off your own internal voice, and giving people your undivided attention. To Scott, success is based on having a group of happy, excited people working towards a clear, common vision they’ve all committed to. Scott’s information is vitally important to helping improve your own attitude, as well as employees’ perception of their workplace.
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!
Saturday Mar 20, 2021
Saturday Mar 20, 2021
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.
Saturday Mar 13, 2021
Saturday Mar 13, 2021
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.
Saturday Mar 06, 2021
Saturday Mar 06, 2021
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!
Friday Mar 05, 2021
Friday Mar 05, 2021
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.
- 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.
Saturday Feb 13, 2021
Saturday Feb 13, 2021
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.
- 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.
Friday Feb 12, 2021
Friday Feb 12, 2021
Wednesday Feb 10, 2021
Wednesday Feb 10, 2021
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.
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.
Sunday Feb 07, 2021
Sunday Feb 07, 2021
Kristen Allott is the owner of Dynamic Brains, a company that optimizes brains for high stake events for better decision making, creative problem solving and health.
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
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.
Monday Jan 25, 2021
Monday Jan 25, 2021
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.
Friday Jan 22, 2021
Friday Jan 22, 2021
Listen to Daily interviews and tell your Business Owner friends!
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
Bill Black interviews Jennifer Holland of Holland People + Brands, who shares the importance of building a memorable , powerful and substantial brand.
Saturday Jan 16, 2021
Saturday Jan 16, 2021
Monday Jan 11, 2021
Monday Jan 11, 2021
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.
Thursday Dec 31, 2020
Thursday Dec 31, 2020
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!
Friday Dec 18, 2020
Friday Dec 18, 2020
Andrew Bennett believes a business's ability to thrive flows from its leaders. Leaders create the conditions for people to access their potential. Through consulting, coaching, speaking, training, and writing Andrew helps leaders create workplaces that unlock the power of the human mind and spirit. Today he’ll be talking about Transformational Leadership.
Thursday Dec 17, 2020
Thursday Dec 17, 2020
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.
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