Exit Coach Radio

(20m) It's Not Your Grandparent's Chamber - Mary Parsons (H1617)

In this 20 minute interview, Mary Parsons, President, Fountain Valley Chamber of Commerce, discusses how Chambers of Commerce need to adapt and change and how leadership is the key to identifying and making the changes and communicating the changes to Members.

The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 

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

 

Yvonne Tocquigny - Have You Transformed to Digital Marketing? (H1417)

Bill Black interviews Yvonne who shares tips and ideas for transforming and growing your business value through digital strategies.

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

Tim McCormack - What Are Your Options for Low Cost Working Capital? (H0917)

Bill Black interviews Tim McCormack about the many sources of working capital, some that will surprise you!

Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!

 

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

Angela Sloan - How Can I Try to Manage the Impact of an Interest Rate Hike? (H0817)

For 30 years Angela Sloan, CEO and founder of Sloan Financial Group, has dedicated herself to helping her clients secure their financial affairs. Unfortunately at a young age, she was swindled out of her life savings by her “trusted” advisor. This misfortune motivated Angela to make it her life’s work to keep bad things from happening to good people.

Angela’s sound, responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement nest eggs, even throughout these turbulent financial times. While she specializes in income tax planning and managed money, conservative investments, she has expanded her practice to include estate planning, long-term care insurance, Medicare supplements, life insurance and property and casualty insurance.

Questions Answered: 

1) How can I try to manage the impact of an interest rate hike?

2) What are high-yield bonds?

3) How can I reduce my investment risk?

Contact Info: 

Website: www.sloanfinancial.com

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

 

Harry Dent: Trends Don't Lie (H0617)

Heath Frantzen interviews Harry Dent for his latest insights on Trends that effect us all.

Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.

Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”

Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).

In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.

In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.

In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.

He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.

 

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Christina Daves - 100+ Low Cost PR Strategies to Help You Build a Buzz (H0517)

Bill Black interviews Christina Daves who discusses how she founded PR for Anyone and offers Tips for low cost PR strategies.

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

 

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You've Got To Know The Numbers (20m) Steve Strauss (H0317)

Steve Strauss of SCORE Orange County discusses tips and ideas for planning to grow and sustain your business.

 

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Ask Dr. Jerry - Why Men Are Usually Not Great Patients(G2917)

Jerry Kornfeld is a Family Physician and is well know for his service "Ask Dr. Jerry". . His primary concern is keeping his audiences as current as possible with the latest medical information. 

 

Questions Answered: 

 

1.What's new and exciting since we last talked

2. What is your opinion about prostate cancer and PSA test

3. All this heavy stuff, any pleasurable things we can do to prevent heart problems?

 

Contact Info: 

 

Website: www.askdoctorjerry.com

Email: kjbkorn@aol.com

 

 

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

Building Retirement Plans That Help Employees Finish Strong - Tim Hollinger (G2817)

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. A discussion about the new trends to automate employer-sponsored retirement plans in order to produce a better retirement outcome.New content daily - check back often!

 

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Andrew Carlton - Making Sure Contractors Get Paid (G2317)

 

 

 

 

 

 

 

Andrew's business is collecting money for contractors and subcontractors. He is a former general contractor turned lawyer. When you think construction lawyer, you might think "construction defects" and while Andrew does defend contractors from defect claims from time to time, his specialty is getting his contractor clients paid for their work: 

 

Questions Answered: 

 

1) Why construction law? 

2) Have any of your cases resulted in changes in the law? 

 

Contact Info: 

 

Website: www.carltonalberola.com

Email: andrew@cnalawfirm.com

 

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

Laura Goodrich - Creating Individual & Collaborative Mindsets (G1717)

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

 

Questions Asked: 

 

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

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

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

 

Contact Info: 

 

Website: www.gwtnext.com

Email: laura@GWTNextc.om

 

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

Bob Thurman - Self-Defense in Corporate America (G1117)

 

 

 

 

 

 

 

Bob Thurman is President of Counterattactics, a personal safety and defense training program. For the past 25 years, Bob has been speaking professionally about personal safety and self-defense for corporate America. 

 

 

 

 

Questions Asked: 

 

1. Why did you start this program?

2. What is your training and experience?

3. Why have you been around so long?

 

Contact Info: 

 

Website: www.counterattactics.com

Email: thunderthurman@gmail.com

 

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

Jerrold Katz - What Is Your Business Worth - The $64 Question (F2517)

Jerrold Katz is a Valuation Expert with JP Katz & Associates LLC. But unlike other valuation firms, the number is just the beginning of his work -- the WHY behind the numbers is the real story.

 

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

Ellie Marshall - Time Team, Money and Mindset (F2417)

Ellie Marshall helps business owners grow their business value. She has had many years of experience with large companies and offers tips for businesses of all sizes.

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

Alan Richardson - Business Continuity and Succession Planning is for Everyone (F2317)

Alan Richardson of Transition Point Business Advisors  joins Bill Black to discuss the importance of having a well structured, written Business Succession and Continuity Plan before an unplanned event happens.

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

Kraig Strom - Income Strategies in Retirement (F2217)

Kraig Strom discusses the realities of income investing today and the importance of understanding and planning for your needs and understanding all of your options.

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

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

Jeremy Lurey - Developing Your Next Generation Leaders (F2117)

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

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

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

Jack Daly - Hyper Sales Growth (F2017)

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

 

Questions: 

 

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

 

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

 

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

 

Contact Info: 

 

Website: www.jackdaly.net

Email: gabriel@jackdaly.net

 

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Ken Tucker - Turning Difference into Production (F1717)

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

 

Questions Asked: 

1) How does your process work?

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

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

Contact Info: 

 

Website: intentionaldifference.me

Email: kta@me.com

 

John Dini - Beating the Boomer Bust (F1517)

John Dini is the President of MPN Inc., and will discuss how business owners can beat the Baby Boomer Bust. 

 

Questions Asked:

 

1. Why are Baby Boomer owners different from the generations that precede and follow them?

2. What are the three trends that impact the sale of Boomer businesses? 

3. What are the attributes of Boomer businesses that turn off younger buyers? 

 

Contact Info: 

 

Email: jdini@mpninc.com

Website: www.johnfdini.com

 

Bonus Material: 

 

Beating the Boomer Bust, 11 Things You Absolutely Need to Know about Selling Your Business, and Hunting in a Farmer's World are all available on Amazon.

Craig Weber - Conversational Capacity (F1417)

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

Questions Answered: 

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

2) What limits our conversational capacity?

3) How do we build it?

Contact Info: 

Website: http://weberconsultinggroup.net/

Email: weberconsulting@earthlink.net

Bonus Material: 

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

 

 

William De Temple - Scaling Your Business (F0817)

 

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

 

Questions Asked: 

 

1) How many rapid growth companies have you built?

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

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

 

Contact Info: 

 

Website: www.builda100milliondollarcompany.com

Email: wdetemple@antirion.co

 

 

 

Morrie Shechtman - The End of Mediocrity: Creating a True "Meritocracy" (F0717)

Morrie Shechtman is a chairman at Fifth Wave Leadership, which teaches how to eliminate mediocrity from companies by turning high potentials with problems into high performers with solutions. 

 

Morrie discusses what competitive advantages are left, why most leaders & their companies underachieve, and why there are no "business problems". 

 

 

The Perfect Business Exit Solution (20m) Heath Franzen (H2817)

Heath Frantzen of Delta Business Services discusses a solution for service business owners to sell their businesses while minimizing taxes and receiving guaranteed lifetime income -- the Perfect Business Exit Solution. Receive a FREE Report at http://www.DeltaBusinessServices.com/ExitCoach

 

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

 

David Sherak - Business Planning Decisions Impact Your Estate and Financial plans (F0417)

David Sherak, Partner-Vogt,Resnick & Sherak discusses legal ideas and strategies with a special focus on Buy-Sell agreements and other governing documents and the importance of thinking how your Business, Estate & Financial planning intersect .

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

Kevin Walker - Your Brand Is Your Promise (F0317)

In his 20 minute interview, Kevin Walker, President of Boardwalk discusses the importance of your Brand as a promise to customers and clients, the need to focus your branding efforts and why it is vitally important to have a consistent message to enhance your sale value.

The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 

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

Bill Hoch - Handle Your Employees With Care and Knowledge (F0217)

In this 20 minute interview, Bill Hoch, Attorney - EmCo Consulting, LLC  discusses how he helps Employers to navigate employee issues.

The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

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

 

William De Temple - Raise Capital Quickly (E2917)

William De Temple is a Nationally Recognized Expert Business Growth Coach, Key Note Speaker, Founder of 4 Rapid Growth Companies, Author, Board Member of Public, Private and nonprofit companies. 

Questions Answered: 

1) What is the most important thing an owner can do to grow their business? 

2) What have you seen the most successful business owners do that helps them achieve their success?

3) Why do you believe building a $100 Million company is within the normal business owners reach?

 

Contact Info: 

 

Website: www.BuildA100MillionDollarCompany.com

Email: wdetemple@antirion.co

 

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

 

Mahyar Ghassemian - Minimize the Impact of Lawsuits (E0817)

Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some new developments in Construction law.

Questions Answered: 

1) What is the number one reason contractors get sued?

2) What is the best way to minimize the impact of any lawsuits?

3) Any other important advice for people in the construction industry?

 

To hear more tips from 100+ Advisors, visit exitcoachradio.com

 

Anthony Saccaro - Investment Options & Income Strategies (D2817)

AnthonyA. Saccaro, ChFC, founder and president of Providence Financial & InsuranceServices, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. In October 2012, he appeared on the cover of Life Insurance Selling, one of the premier national magazines for financial planners and insurance professionals

 

In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. He was named one of Southern California’sFinancial Leaders by Forbes magazine and is part of the Ed Slott Elite IRAAdvisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena StarNews, FOXBusiness and West Valley News.

 

Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, playing golf and traveling.

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

 

Bill Spetrino - The Great American Dividend Machine

Bill Spetrino is a professional investor who has made millions for his clients and himself through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur as well, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax in 2009. Using his strategy, Spetrino picks the kinds of dividend stocks Warren Buffett or the late Sir John Templeton would recommend — long-term cash generators that also can offer handsome appreciation potential.

Questions Answered: 

1) How can I have $100,000 in dividend income in 24 years while making less than 5 figure income? 

2) How can I prepare for retirement? 

3) Why are stocks are the best investment?

 

Contact Info: 

Website: http://www.billspetrino.com

 

Bonus Material: 

 

Book on Amazon: "The Great American Dividend Machine" 

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

 

Alan Beaulieu - Avoiding the next Great Depression

Alan Beaulieu is in the business of international economic forecasting and consulting. Today he will discuss the economic depression coming to the US, and what we can do to prosper by knowing this information. 

Questions Answered: 

1) Why is the Great Depression coming to the US?

2) Is it just the US?

3) When? Also, can anything stop it?

Contact Info: 

 

Website: www.itreconomics.com 

Email: alan@itreconomics.com 

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

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

Alan Godwin - Dealing with Manipulators

Dr. Alan Godwin is a Psychologist for People Problems, a private practice in Nashville, Tennessee. He will be discussing the topic of dealing with manipulators. If you have a difficult problem you would like advice on, visit their website at www.peopleproblems.org

Alan explains the term "unreasonable people", how manipulators relate through drama, and how people can avoid the drama that manipulators stage. His book, "How to Solve Your People Problems", is available on Amazon. 

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

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

Jay Forte - How to Discover, Develop, and Live Your Greatness

Jay Forte is the President and Founder of The Greatness Zone. The Greatness Zone is a coaching and teaching organization that is committed to helping people discover and live their greatness, then inspire greatness in others. 

Questions Asked: 

 

1) How did you develop this greatness approach? 

2) What is the Greatness Zone process? 

3) How does this type of approach lead to more sustainable results with clients? 

4) Why is this approach so necessary in today's world? 

 

Contact Info: 

 

Website: www.thegreatnesszone.com 

Email: jay@thegreatnesszone.com 

 

Bonus Material: 

The Greatness Zone and Fire Up Your Employees are available on Amazon

 

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

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

 

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

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

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

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

 

 

Nellie Akalp - It's All About Structure

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.

 

Questions Answered: 

 

1) What are the basics of business structures?

2) What should our audience know about them?

3) When should I incorporate my business?

 

Contact Info: 

 

Website: www.corpnet.com

Email: allison@matryshkamedia.com

 

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

Nellie Akalp - Why You Should Register Your Business

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.

Questions Answered: 

1) What are the basics of business structures? 

2) What should our audience know about them? 

3) When should a business incorporate? 

Contact Info:

Website: www.corpnet.com

Email: allison@matryshkamedia.com

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

 

Jim Doty - Identify Your Problems to Increase Your Revenue

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

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

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

 

Contact Info:

 

Email: jimdoty@b2bcfo.com

Phone: (949) 689-0642

 

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Kathy Fettke - Build Your Multi-Million Real Estate Portfolio

Kathy Fettke, CEO and Founder of, "Real Wealth Network.” Real Wealth Network Receives the 2015 Elite Business of the Year Award! Kathy Fettke, CEO and Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors.  Kathy is a licensed Realtor, former mortgage broker, and an active real estate investor  She was selected as one of America's "100 Most Intriguing Entrepreneurs" by Goldman Sachs at the 1st annual and now 2nd Annual Builders and Innovator's Summit.

Kathy Fettke is an active real estate investor, licensed Realtor, certified coach, and former mortgage broker.  She specializes in helping people build multi-million dollar real estate portfolios through through creative finance and planning.  With a passion for researching and sharing the most important facts on real estate and economics,  

Kathy received her BA in Broadcast Communications from San Francisco State University and worked in the newsrooms of CNN, FOX, CTV and ABC-7.  She's past-president of American Women in Radio & Television. 

Kathy became a certified personal coach through the Coaches Training Institute in San Rafael, California.  In 2001, she took the coaching process to television and produced a cable show called "DREAM" which followed the process of 6 people going after their dreams over 90 days. Kathy noticed a theme on her Dream coaching show: most people didn't have time for their dreams when they are spending all their time at work to make money to pay the bills.  Her show sponsor was a real estate expert and the segments they produced changed her life. After interviewing dozens of real estate millionaires, Kathy discovered their best strategies for creating passive income streams.  She and her husband bought numerous investment properties and since then learned the highs and lows of investing that can only come from hands-on experience.  

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

Dyanne Ross-Hanson - Internal Ownership Transitions

Dyanne is the President/Founder of Exit Planning Strategies, LLC, a company that works with owners of privately held businesses to develop intentional ownership transition plans. Expertise includes "internal transitions" and "key employee incentive plans", among others, to help meet the owner's transition objectives.

Questions Answered: 

1. What are typical Challenges to Internal Transitions?

2. What are some of the most common strategies/techniques I see used?

3. Why do Owners Seem to Prefer an Internal Ownership Transition?

Contact Info: 

Website: www.exitplanstrategies.com

Email: drh@exitplanstrategies.com

 

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

Ross Givens - Trusting the Market

Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities). 

Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each.  

As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 

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

Patricia Thompson - Positive Psychology in Business

Patricia Thompson is in the business of corporate psychology and is going to talk about how applying the principles of positive psychology can not only make you happier, they can also enhance your business. 

Questions Asked:

1. What is positive psychology and how can it help businesses make more money? 

2. What are some challenges you have found in getting people to accept this message?

3. Where do you suggest leaders begin if they want to create a more positive culture?

Contact Info: 

Email: patricia@silverlingingpsychology.com

Website: www.silverliningpsychology.com and www.patricia-thompson.com

Bonus Material: 

Book: "The Consummate Leader: A Holistic Guide to Inspiring Growth in Others...and in Yourself" is available on Amazon.

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Scott Henderson - Corporate Social Responsibility

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

 

 

Contact Info: 

Website: www.doinggood.works

Email: scotth@doinggood.works

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

 

Agnes Mura - Preparing Employees for a Change in Ownership

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

Contact Info: 

Website: www.AMIcoaches.com

Email: Agnes@AMIcoaches.com

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

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

Guy Baker - Why Managing Markets is Better Than Buying Individual Stocks

Guy Baker of www.Wealth-Teams.com discusses key financial strategies for business owners and investors of all types, sizes and ages.

Contact Info:

Email Address: guy@btagroup.net 

Website: www.wealth-teams.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!

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

 

 

Michael Levine - Income & Wealth Preservation Planning

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

 

Questions Asked: 

 

1) Tell us about your background in accounting. 

2) What is your business approach?

3) How do you approach each client?

 

Contact Info: 

 

Website: www.levineadvisors.com

Email: michael@levineadvisors.com

 

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

Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

Host: Bill Black. 

Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 

Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

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

Marnie Swedberg - Finding Time for You

Marnie has been a restaurant and retail store owner and the online mentor to over 14,000 leaders from over 30 countries. She also has authored 12 "How To" books, and in this episode she shares tips of how you can do it all and still have time for yourself!

And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here

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

 

 

 

Andrew Scammon - Strengthen & Lengthen Your Retirement Plan

Andrew works with Financial Planners and Advisors, CPAs, Trust Attorneys and Realtors to strengthen and lengthen retirement planning.

Questions Answered: 

1. What customers worry about versus what they should worry about?

2. How important is liquidity to retirement? 

3. What are some red flags when discussing reverse mortgages?

Contact Info: 

Website: www.effectiveretirement.com

Email: socalreverse@gmail.com

Bonus Material: 

No obligation discussion whether reverse mortgage will help you, or your clients, reach your retirement goals. Free second look for clients already considering reverse mortgage.

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

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

Richard Ward - Finding Purpose and Passion in Your Second Half

Richard provides financial planning advice, particularly to Baby Boomers considering a transition out of the business world.

Questions Answered: 

1) Why do you believe it is important to redefine retirement? 

2) What do you believe is a better path for those about to retire or transition out of business? 3) How do you help these people who are considering a sale of their business or retiring?

Contact Info: 

Website: richardwardwealthadvisory.com

Email: richardwardcfp@gmail.com

Bonus Material: 

"Redefining Retirement: Finding Purpose and Passion in Your Second Half" is available on Amazon

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