I interviewed over 1,200 advisors. There are Hundreds of 20 minute, always relevant, Radio & Podcast interviews available to listen to on our "jukebox". offering Clarity and solutions for Business and Life issues.
"It's like an Advisor Jukebox...you always have dozens of Titles to choose from, and they are all 20 minutes and audio only, so perfect for the drive to and from work, (or while you're waiting for soccer/baseball practice to end!)"
Episodes
Thursday Jul 23, 2020
Thursday Jul 23, 2020
Click here to read this episode's transcript.
Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs.
In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.
- 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.
- 10:48-11:56: Can you actually retire nowadays or will you have to get another job?
- 14:09-15:18: How to make the plan actually work and how it engages the next generation.
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!
Monday Jul 20, 2020
Monday Jul 20, 2020
To Read This Episode's Transcript: Click Here
Julia Wuench, Founder of The Authenticity Guide, and Contributor to Forbes, is passionate about helping her clients find more fulfillment in their work life. She does this by introducing more human connections, both externally and introspectively. The Authenticity Guide is a career coaching firm that specializes in problem-solving in the business world. Julia focuses on a more human-centered approach, utilizing tools like connection, communication, and collaboration.
In her interview, Julia discusses the extreme value of human connection. She related this to the current COVID crisis and how you can improve your connection, both to others and yourself. Julia shares some ways she’s helped people pivot their careers to a passion they can monetize, regardless of age. She shares valuable advice for anyone who is unhappy with their work-life, as well as a generous offer for our listeners. Do yourself a favor and listen to Julia’s advice on how to boost your connection and fulfillment.
- 3:47-5:00: The significance of human connection in the business world.
- 5:44-7:02: COVID and its effect on connections - why we must be intentional.
- 7:51-8:46: How to connect during COVID time whether you are thriving or struggling.
- 10:49-11:30: Career changes late in the game, you can monetize your passion.
- 13:30-14:39: Two pieces of advice for anyone who is unhappy with their work life.
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!
Sunday Jul 19, 2020
Sunday Jul 19, 2020
Eileen Stephens is a Consultant at Culture Index who is an expert at assembling successful teams. She is in the business of helping business owners put together a strong team that will help them both take over their business and allow it to grow in the future. Using proven assessment tools, Eileen helps make sure people are in the right seats on the metaphorical bus. As Baby Boomers are exiting the workforce, it’s crucial we prepare the next generation to fill their seats.
In her interview, Eileen shares tips regarding business succession and the importance of making good choices regarding leadership staff. She shares relevant examples proving the wrong choice can be a costly one, as well as ways to avoid bad decisions. Eileen also talks about family members and their potential role in business succession. She shares assessment tools that will help ensure everyone is in a position that fits their skills and will help everyone thrive. Eileen’s tips could make or break your transition process, be sure to listen to her valuable knowledge.
- 8:35-9:33: It’s easy to hire someone persuasive, but making the wrong choice can be more expensive than you think.
- 10:38-11:40: Tips for getting the highest payout when you decide to sell.
- 14:34-15:24: Your child may not be the best fit for running the business - not doing anyone any favors if you put someone in a role they aren’t wired to do.
- 17:00-17:45: Most people want to do a good job and are aware of their own strengths.
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 Jul 17, 2020
Friday Jul 17, 2020
To Read This Episode's Transcript: Click Here
Back with us again is Peter Tentler, Certified Reverse Mortgage Professional and Owner of Independence Reverse Mortgage Solutions. Many of his clients introduce him as "The Financial Locksmith®" because he can unlock the equity in your home and help secure your financial future. While reverse mortgages may have a negative stigma, Pete knows this isn’t true. He’s been helping people unlock their wealth since 1994 and carefully listens to each client’s individual needs in order to best assist them.
In his interview, Pete gives a comprehensive overview of when a reverse mortgage might be the right solution for you. He dispels some myths regarding reverse mortgages and explains why it may be the first time you get excited about higher interest rates. Pete talks in detail about credit line growth rates associated with reverse mortgages. He also shares some case studies where reverse mortgages overwhelmingly helped families. In a time where the market is down but you still may need to leverage your liquid assets, understanding this tool is both relevant and powerful. Be sure to tune into Pete’s interview.
- 3:06-4:05: Some of the biggest myths in reverse mortgages.
- 6:48-7:54: Features of reverse mortgages and their relevance in Covid times.
- 13:01-14:11: “The Sandwich Generation,” and when you should consider a reverse mortgage.
- 16:25-17:35: A case study of a couple wanting to downsize while still having a large mortgage.
- 20:22-21:39: Anecdote explaining to an attorney how reverse mortgages can save people’s livelihood.
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 Jul 16, 2020
Thursday Jul 16, 2020
To Read This Episode's Transcript: Click Here
David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown.
In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise.
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 Jul 11, 2020
Saturday Jul 11, 2020
Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education. Bill was ahead of the curve on utilizing 30 minute workouts, and has plenty more cutting edge philosophies on nutrition, habits, and exercise to improve your fitness and well-being.
In his interview, Bill describes his tested theories on what he calls “The Fitness Puzzle.” While we have been conditioned to think of calories as the key player in fitness, there are actually many other factors involved which must remain in balance with one another. Bill explains what happens to our bodies when we exercise and why 30 minutes is the ideal amount of time. He also dispels some myths about caloric intake and explains the science of how our bodies metabolize energy. Bill shares the key to proper health and why it's more important to control how we eat rather than what we eat. With Bill’s advice, you will have the tools to unlock a lasting happy, healthy, and successful lifestyle.
- 3:42-5:02: The truth about exercise and what it does to your body.
- 6:09-7:17: Dispelling myths about calorie intake and their role in metabolism.
- 10:16-11:28: Weight regulation is not about what you eat, but how you eat.
- 17:32-18:35: The role of enzymes in digestion, and how processed foods impact this system.
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 Jul 03, 2020
Friday Jul 03, 2020
Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices.
In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.
- 3:18-4:35: Status of the market and what investors should be looking at now.
- 12:08-13:05: 10 year goals for WealthWise and financial service industry.
- 14:09-15:01: Importance of building a collaborative team spanning across various disciplines.
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 Jul 02, 2020
Thursday Jul 02, 2020
Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses.
In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.
- 2:02-2:56: What is Search Engine Optimization and why is it important?
- 3:30-4:34: Discusses metrics which Google uses in Search Engine Optimization.
- 7:07-8:13: Optimization requires getting the attention of both Google and the person clicking to your site.
- 14:18-15:16: The next iteration of marketing is driving people to take digital action.
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 Jun 27, 2020
Saturday Jun 27, 2020
Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.
In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.
- 7:25-8:42: Why now is a great time to start a podcast.
- 9:42-10:43: People may not start a podcast because they want to do it right.
- 12:43-13:54: The value of having the proper mindset when starting a podcast and how you can attain said mindset.
- 17:28-18:32: Why you should definitely start a podcast even if there are already shows on your chosen topic.
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 Jun 26, 2020
Friday Jun 26, 2020
Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live comfortably when retired.
In his interview, Ryan shares a variety of reasons why business owners can benefit from using insurance policies. There are so many different types of insurance policies, and it is crucial to use a competent professional who can build a plan that best fits your needs. Careful planning can protect and create a legacy for your loved ones. Ryan truly puts people first in his work, tune into his expertise for an overview on how insurance can impact exit planning.
- 7:53-9:01: Comments on the many reasons why business owners should use insurance policies.
- 12:34-13:22: People who fail to plan are planning to fail - importance of estate planning.
- 15:18-16:33: Using life insurance to plan a legacy for your loved ones.
- 16:50-17:45: Discussing his book “Taking Stock: Protect Your Wealth and Create Reliable Income for a Happy and Secure Retirement”
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!
Monday Jun 15, 2020
Monday Jun 15, 2020
Alison Gokal, of Gokal Law Group, Inc. is a Personal Injury and Trust Litigation Attorney and Provisors member. She is a self-proclaimed warrior for the injured and wronged, seeking to bring justice through litigation. After experiencing trauma caused by a manufacturer’s negligence as a child, she has made it her personal mission to ensure manufacturers are held accountable and aims to right their wrongs with all means available. Alison uses a business model which enables her to provide justice not only for those with the means to hire an attorney, but for anyone who has been wronged.
In her interview, Alison speaks to the importance of justice. If a business or individual has put their own greed and interests over the safety and well-being of people, they must be held accountable. Alison knows they can’t undo what happened, but knows they can ensure it won’t happen again. She provides useful tips for what you should do if you may have been wronged by a manufacturer and identifies patterns that may reveal a misuse of trust funds. If you understand your rights, you’re able to be a better advocate for yourself, so don’t miss out on Alison’s valuable information.
- 4:53-5:53: An explanation of the episode topic title.
- 6:35-7:47: Alison explains that she seeks to provide justice and not clog up courtrooms with litigation.
- 12:51-13:47: Patterns to look for in protecting a trust fund.
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 Jun 05, 2020
Friday Jun 05, 2020
Karen D. Sparks, CDFA, Provisors member, and Owner and Founder of Divorce Financial Strategists, has valuable insights to share regarding the divorce financial analysis process. Before starting her own practice, Karen noticed too many people questioning the choices they made during the divorce process and sought to provide a solution. The goal of her practice is to eliminate the “whys” that may follow a divorce. In particular, she highlights how working with a CDFA will help to provide education and sound strategies that will help you avoid divorce remorse.
If you or someone you know is contemplating divorce or currently in the divorce process, Karen’s interview is for you. Karen outlines the full-scope of the divorce process and why starting with strategic financial planning is essential. Everyone’s situation is unique, and Karen does not take a cookie cutter approach in finding solutions that work for everyone. In a life-changing situation such as divorce, you need a grounding, neutral, expert voice to guide you through the process. Getting a handle on your finances first is essential to the rest of the process, and if you or someone you know is going through a divorce, be sure to learn from an expert like Karen.
- 7:53-8:44: Three things she prioritizes in her practice.
- 10:34-11:41: Importance of planning in a divorce and full-scope of divorce process.
- 15:33-16:33: Discusses some areas where her work intersects with other aspects of law - collaborative 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!
Tuesday Jun 02, 2020
Tuesday Jun 02, 2020
Back with us again is Lauren Mullee, Attorney and Partner at Buncher Law Corporation. She specializes in Marvin Actions, or non-marital cohabitation cases. With the rise in popularity of non-marital cohabitation, this information is likely very important to you or someone you know. There is a lot of confusion regarding Marvin Actions and Lauren is here to clarify.
In her interview, Lauren outlines the origin of Marvin Action and compares this field to family law. The laws that apply to married people do not necessarily apply to those who have amassed an estate while cohabitating and unmarried. Despite the vagueness of the law in these situations, Lauren knows firsthand that there still may be disputes to settle. Lauren always keeps her clients’ bottom line in mind and shares some ways to settle outside of the court system. Until changes are made to the law surrounding non-marital cohabitation, a strong and knowledgeable advocate like Lauren is essential in these situations.
- 3:56-4:56: A brief background of Marvin Action and its origins.
- 13:20-14:23: The differences in legal meaningfulness for non-marital agreements vs. marital agreements.
- 18:06-19:23: What would need to happen for law development of non-marital cohabitation cases.
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 May 21, 2020
Thursday May 21, 2020
Steve Chevarria, CEO of Pansalus Consulting, works to cultivate productivity and a culture of well-being in the workplace. With his background of sports therapy and wellness coaching, Steve saw a great need for improved workplace culture. Steve and his team of behavioral engagement experts work with businesses to inspire positive changes across all levels, aiming to surround employees in an environment that naturally facilitates health and productivity. Employees who are healthy and productive contribute to business growth.
Healthcare is the number one rising cost in businesses, and preventative healthcare is far more affordable than reactive healthcare. Steve shares examples of how he gives purpose to changes to help them stick long-term. He discusses the importance of meaningfully listening to the values and beliefs of everyone in the organization, as every level may have a different goal, vision, and purpose. Accountability is crucial for achieving goals in the workplace, and Steve is the expert at leading companies to an improved culture of health and productivity.
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 May 08, 2020
Friday May 08, 2020
Today’s guest is Nathan Mumm of Elite Executive Services. His company provides high end IT CIO services on demand for small to midsize businesses, while also hosting technology leadership groups across the US. Nathan has worked in a variety of tech leadership positions, most notably for Microsoft. He serves companies by acting as an outsourced CIO and can provide greater reaching expertise in his field than if he were a full-time employee at a single company.
In his interview, Nathan shares some of his experiences developing game-changing technology like the Xbox and Sharepoint. Additionally, he shares insight on how technology is rapidly advancing due to Covid-19. Nathan points to some real-world examples and speaks to what kind of innovation we may see in the near future. This acceleration is largely made possible by his technology leadership groups, which bring leaders in technology together to help speed the spread advancements across businesses. Listen to learn more about these groups, gain a network of tech experts, and help find strategic alliances.
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!
Tuesday May 05, 2020
Tuesday May 05, 2020
Dane Maxwell, author of “Start From Zero” and founder of The Foundation, has a unique perspective on entrepreneurship that has brought him and his students' financial success. Today, he shares some of his ideas with us. Dane began his venture into business after finding he was unfulfilled with being an employee and realizing he wanted to build passive income streams. His passion is helping underdogs start their own business. Dane’s unconventional approach to business growth may be revolutionary information for those hoping to become successful entrepreneurs.
As we see drastic changes in consumer habits due to the pandemic, new business opportunities are becoming present - the time is ripe for starting your own business, but be sure to do it in a contemporary way. Traditionally, people have created a product and hoped it would find its market, but Dane stresses the importance of listening to potential clients’ needs and then producing specifically what they would buy. People buy results and not mechanisms, therefore by ensuring you have clients that would pay for precise results, your business risk is reduced. Listen to Dane’s interview for valuable tips on finding success as an entrepreneur while being your unique self.
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!
Sunday Apr 26, 2020
Sunday Apr 26, 2020
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 21, 2020
Saturday Mar 21, 2020
Larry Bell works in the field of benefit planning for Non Profits after final regs.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Saturday Mar 14, 2020
Saturday Mar 14, 2020
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Friday Feb 28, 2020
Friday Feb 28, 2020
Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate,when to incorporate and in what state to incorporate.
Contact Info:
Website: www.corpnet.com
Email: allison@matryshkamedia.com
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Monday Feb 10, 2020
Monday Feb 10, 2020
Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more!
Questions Discussed:
1) Is self-directing for everyone?
2) What are the steps to self-directing an IRA?
3) How long does the process take?
Contact Info:
Email Address: KHall@uDirectIRA.com
Website: www.uDirectIRA.com
Bonus Material:
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Tuesday Feb 04, 2020
Tuesday Feb 04, 2020
The Econologics Institute provides financial education on financial and transition planning to owners of
professional practices. Through their Private Practice Millionaire Academy, they empower private practice
professionals to achieve financial prosperity and wealth. Today's talk is on how a private practice owner can
build a business to sell for maximum value.
Questions discussed:
What is the product of a financial advisor?
What is results-based financial planning?
What is results-based transition planning?0
Contact info:
Email Address christopher@econologics.com
Website www.pchristophermusic.com
ExitCoachRadio.com - Great Advice from Great Advisors!
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Saturday Jan 11, 2020
Saturday Jan 11, 2020
Listen to Daily interviews and tell your Business Owner friends!
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019
Marc Koehler is the President of Lead With Purpose a company dedicated to helping people lead more purposeful and inspiring lives.
Sunday Dec 01, 2019
Sunday Dec 01, 2019
Peter is the Founder of the Master Planning Institute. Today, he is here to discuss why some business owners do, or don't need, a master plan to succeed!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Tuesday Nov 12, 2019
Tuesday Nov 12, 2019
Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Saturday Oct 26, 2019
Saturday Oct 26, 2019
Friday Oct 04, 2019
Friday Oct 04, 2019
Tom is a Chair of Vistage Worldwide, the world's largest CEO and Presidential organization with 20,000 members.
Email: tomr@roddelnhs.com
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
Moty Koppes of Total Life Management is a Master Certified Executive Coach. She shares 7 questions that will make a huge difference in the way you think about yourself.
Saturday Sep 07, 2019
Saturday Sep 07, 2019
Bob Karcher is the co-author of "Who are the Joneses, Anyway?"
Wednesday Sep 04, 2019
Wednesday Sep 04, 2019
Steve Cade focuses on Business Crisis intervention by taking over the key operations of a company so as to prevent a “Fire Sale” or a disruption in the flow of business.
Thursday Aug 22, 2019
Thursday Aug 22, 2019
Klaudia Kovacs is a Business & Life Coach and is going to talk about specific techniques that will help you to create a powerful and fulfilling New Year professionally and in your personal life. Klaudia has coached some amazing leaders and she has great tips and ideas in this interview!
Your friends who are business owners or self-employed NEED this information! Please share it with them!
Thursday Aug 15, 2019
Thursday Aug 15, 2019
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Wednesday Aug 14, 2019
Wednesday Aug 14, 2019
Lydia Mehit is a Co-Owner of Custom Business Planning and Solutions, a company based out of Irvine, California that helps people start their own businesses.
Thursday Aug 08, 2019
Thursday Aug 08, 2019
Richard H. Golubow is an insolvency and financial restructuring attorney. He is a founding member and the managing shareholder of Winthrop Couchot Professional Corporation, one of Southern California’s premier bankruptcy, insolvency and financial restructuring law firms, speaking about bankruptcy and financial restructuring. I always try to keep my clients as far away from bankruptcy as possible, because of substantial cost and delay.
Wednesday Aug 07, 2019
Wednesday Aug 07, 2019
Jim Sullivan is in the business of Land Conservation and is going to talk about the financial benefits related to conservation easements.
Questions Answered:
1. What is a conservation easement?
2. This is something many of of our listeners have never heard of. Is this a new concept?
3. How can this help someone exiting from a business, or someone in a significant income event?
Contact Info:
Website: www.foreverforests.net
Email: jsullivan@foreverforests.net
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
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Sunday Aug 04, 2019
Sunday Aug 04, 2019
Marc Hankin of www.HankinPatentLaw.com visits with us again to discuss how to properly protect your Trademarks, Patents and Copyrights long-term for you and future generations, and how and when to consult with an attorney.
Wednesday Jul 31, 2019
Wednesday Jul 31, 2019
Monday Jul 22, 2019
Monday Jul 22, 2019
Everybody knows that an "elevator pitch" or an "elevator speech" is a short introduction to a person, product or idea. So, what exactly is a NEW elevator pitch, and why do you need one?
Wednesday Jul 17, 2019
Wednesday Jul 17, 2019
Michelle is an accomplished Author, speaker, communications trainer, executive coach and CEO of Executive Essentials. She is frequently quoted in the media and her client list ranges from Citibank to target to Madison Square garden. Today, she will explain what Relationship Networking is and why is matters to your personal and professional results.
Monday Jul 15, 2019
Monday Jul 15, 2019
Donna discusses how Social Media sites have evolved and the importance of creating and maintaining a great LinkedIn profile and page.
Friday Jul 12, 2019
Friday Jul 12, 2019
Jeffrey Verdon of Jeffrey M. Verdon Law Group, LLC discusses asset protection strategies that do not require you to lose control of assets forever to work.
Help Jeff out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Saturday Jul 06, 2019
Saturday Jul 06, 2019
Juan Ortega of Action Coach discusses misconceptions and realities of business coaching.
Thursday Jul 04, 2019
Thursday Jul 04, 2019
Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics.
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
Steve Smith of GrowthSource Coaching discusses tips on getting your business ready for sale.
Saturday Jun 29, 2019
Saturday Jun 29, 2019
Rick Usher is a business attorney who often represents clients in the sales of small businesses and franchises. He discusses tips for selling your business.
Help Ric out -- share this post with your LinkedIn contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Thursday Jun 27, 2019
Thursday Jun 27, 2019
Pete Walsh, Founder of Family Business Performance Center, shares ideas and strategies for Family Business communications.
Wednesday Jun 26, 2019
Wednesday Jun 26, 2019
John Nelson of www.CalCapPartners.com discusses what Venture Capitalists look for in a company and the weighting of each characteristic -- it's probably not what you'd expect!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Terry Chambless of www.SCOREoc.org discusses Tips about how to form and use an Advisory Board to grow your business.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Wednesday Jun 19, 2019
Wednesday Jun 19, 2019
Lee Schwartz of Schwartz Profitability Group has helped uncork many operational bottlenecks in manufacturing and distribution companies. Here he shares tips, ideas and precautions about how he does it.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com