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
Saturday Jun 03, 2017
Saturday Jun 03, 2017
In this 1 minute highlight, George Hicks, Chief M&A Officer of The M&A Brokers discusses the premium that businesses will often sell for if they are positioned to be acquired by a "strategic buyer".
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Friday Jun 02, 2017
Friday Jun 02, 2017
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
Thursday Jun 01, 2017
Thursday Jun 01, 2017
Jed Davis of Murphy Business & Financial Corporation shares tips and ideas to get your business sale-ready.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Wednesday May 31, 2017
Wednesday May 31, 2017
In this 1 minute highlight, Tim Voorhees, Managing Partner, Matsen Voorhees Law discusses a brief overview of the Zero Tax plan that his firm strives to help business owners and other with appreciated assets achieve.
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
Monday May 29, 2017
Monday May 29, 2017
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.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Saturday May 27, 2017
Saturday May 27, 2017
This is a one minute exerpt from an interview with Mike Goodfriend. He discusses his process of Helping Transition Business Managers into Game-Changing leaders. Visit his website at www.TeamworkSharks.com
Monday May 22, 2017
Monday May 22, 2017
Guest: Luaraine Bifulco
Company: Vantaggio HR
Website: www.vantaggiohr.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
ExitCoachRadio.com … Come Listen for a Minute!
Saturday May 20, 2017
Saturday May 20, 2017
The Values Institute is a non-profit "think tank" whose mission is to inspire values-driven relationship development from the boardroom to the break room, to the classroom and the family room. Today, he is going to talk about his new book, Choosing Higher Ground.
Questions Discussed:
1) Why did you write Choosing Higher Ground?
2) What will readers get out of the book?
3) What's the key message?
Contact Info:
Email: mikew@thevaluesinstitute.org
Website: www.thevaluesinsitute.org
Bonus Material:
Choosing Higher Ground Book available on Amazon
What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links
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Saturday May 20, 2017
Saturday May 20, 2017
Guest: Hema Day
Company: Iffel International
Website: www.iffelinternational.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
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ExitCoachRadio.com … Come Listen for a Minute!
Monday May 15, 2017
Monday May 15, 2017
Tim Templeton of Templeton Interactive discusses some of the ways to measure success in a Social Media campaign.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Transcript:
Bill: What's the benefit of having a social media campaign today, and how do you measure if it's successful? We asked expert Tim Templeton.
Tim: Just simply having the presence is successful in its own way, because you're getting that halo effect of being seen as being technologically savvy. So, just simply being part of the social media game is important in itself. The authenticity really comes from the communications of being able to create a dialogue with your customers, with your users. I do think that you want to try to, at least once a week, touch all of your main social media platforms, even if it's simply repurposing something that they've already seen, just saying, "I think this is great," and posting it. It's just shows people that you're still there, you're alive, you haven't abandoned the graveyard, so to speak, nobody does not have enough time for something as simple as that.
Saturday May 13, 2017
Saturday May 13, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Bill: Tell us about your book, you have a book out, it's called, "The Boomers Guide to Aging Parents" correct?
Carolyn: Right. And, you know, after I retired from my litigation practice, I didn't have very much to do. You can't just start a business just by snapping your fingers, as you know. So, I decided that I would write a book to answer some of the questions that people were asking me. And, it was sort of a random effort at first, but it took shape, there are 9 chapters. It deals with things like: What do you do if your parent is a dangerous driver? How do you get them to accept help? What if they need help at home, what are the pitfalls for hiring a person to come in and assist your loved one? What do you do if you're trying to figure out whether they should have assisted living or a nursing home, how do you know the difference, how do you pick one? All that sort of thing. And, I think one of the important chapters, too, is how to deal with family conflict, because that's a common area that we work with. There are a lot of dysfunctional families out there, and it's hard to get people to work in unison when there is dysfunction in the relationship.
We add new content daily, so come back often!
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Friday May 12, 2017
Friday May 12, 2017
In this 1 minute highlight, Nick Yocca, owner - The Yocca Law firm, discusses briefly how different states offer different levels protection for those considering Asset Protection.
Transcript:
Nick: We can find your best asset protection in odd places. Forming an Alaska LLC isn't a bad thing, either. Nevada is certainly a good LLC state. California is not terrible, but the environment here makes it a little bit dicey. Our judiciary, and the judiciary in Nevada, if you were to compare them side-by-side, you have much more of a plaintiff, or tilt in California and less in a Nevada. Where asset protection is the key, we sometimes would steer toward Florida, where your home stay exemption is $1,000,000, and so your asset protection can be that much stronger. But, I did mention Alaska, they have terrific asset protection. So, it kind of depends on what your preferences are, and it can be found within the structure. But, if you were highly concentrated in California, you might think about diversifying just to get some of your assets elsewhere.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Thursday May 11, 2017
Thursday May 11, 2017
Sue Koch is the owner of Three Squares Coaching and Consulting.
She beleives that Self Awareness is Sexy
In this interview we discuss the following:
How would you describe self awareness and why is it important or "sexy" to be self aware?
Don't people who have reached "a certain age" already have self awareness?
What can a person do to become more self aware?
You can reach Sue at sue@threesquarescoaching.com
Thursday May 11, 2017
Thursday May 11, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
In this 1 minute highlight, Mark Dorman, President & Founder of Dorman Legacy Advisors, shares his tips for you to consider as you begin to plan for your Exit.
Transcript:
Mark: Be prepared to spend some time. You build a business and maybe it's 15-30 years. I was with a gentleman this morning over breakfast, he goes, "Well, how long is this gonna take?" I said, "Well, you built a company that does 20 million in revenue, you think we can find 30 hours over the next 52 weeks to actually focus on how you are going to transfer it to your kids?" And, you know, when you play it back to them in that fashion, he's like, "Yeah, I think that would make some sense." So, you have to be able to commit the time.
The other tips would be, make sure you're working with people who know what they're doing. They have a process. They don't have to have the answers to all the technical questions, we work collaboratively with all sorts of professionals, transaction attorneys, corporate attorneys, CPAs, etc. So, no one has the monopoly on good ideas, but we have to have a great process that can focus on the needs of the owner. And then, secondly, in every closely held company, there's such a reliance on a small group of key employees. If you're not intending to have that company transfer to that key employee group, you really need to focus on building incentive plans and retention strategies to keep them with the company.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!
Wednesday May 10, 2017
Wednesday May 10, 2017
Chris Colton is with HUB International, a Commercial Insurance Brokerage.
He specializes in Executive Liability or Management Liability insurance. The most common policy in his niche is Directors & Officers Liability.
It's a subset of the commercial property & casualty industry but these insurance products are specifically designed to protect
the personal assets of business owners & entrepreneurs in the event they are involved in costly corporate litigation.
We discuss the following in this interview:
1. Specifically when it comes to exit planning what role can these policies play?
2. When is the right time to engage a broker about these policies?
3. How do I know if I'm getting adequate counsel in this area?
You can reach Chris at
858-373-6901 or by email at chris.colton@hubinternational.com
Tuesday May 09, 2017
Tuesday May 09, 2017
Rhonda Ducote is the President and Principal of Apriem Advisors. She specializes in empowering women to take the financial reigns of their families and businesses.
In this interview we discuss:
1. What are some of the key financial planning steps business owners should take when planning their exit?
2. How far in advance do you recommend that they start this planning process? And with whom should they consult?
3. Who are the Women of Wisdom?
To reach Rhonda, visit www.Apriem.com
Tuesday May 09, 2017
Tuesday May 09, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
John "Murph" Murphy and David Horwich of JK Murphy Advisors discuss some of the most important planning techniques that business owners should consider.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Friday May 05, 2017
Friday May 05, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Kevin Walker, President of Boardwalk discusses the importance of establishing your Brand in the years before your Exit and the huge value that is wrapped up in your brand.
We add new content daily, so check back often!
Transcript
Kevin: Well, I go back to grand promise: a brand is not your logo, it’s not your name, it’s the promise you make and keep to your customers base. And so, you need to be thinking about, how I can I make that promise unique to my organization? The second thing I would be thinking about: a brand needs care & feeding, we need to be thinking about it, if not every day, then at least every week, or every month. Whenever you make a big decision, you should be asking yourself, how is this going this to effect our brand, how does this effect the promise that we’ve made to our customers? Is it going to take us off course, or is it going to focus us? And if it is going to take you off course, then you need to think long and hard about it. And then, I do want to say, that it is really worthwhile to brand your company. One study has shown that up to 68% of the value of the average US company is for the brand alone. You can see how much that’s gonna add to the value of your company, I mean that’s almost 70%.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Sunday Apr 30, 2017
Sunday Apr 30, 2017
The Spouse Escape plan
Meet George. He’s a business owner with a lot on his plate. Meet Pam. She’s George’s wife and while she worked in the business a long time ago, the business has grown up and she is no longer involved.
Meet Sam – he’s George’s second in command and a great manager. George is busy making plans to grow his business while Sam runs the day to day operations.
But today George is worried and he needed a solution.
See, If George dies, he wants to make sure that Pam won’t have to worry about running and selling the business.
So George met with his planner and came up with a Spouse Escape Plan.
George had a Valuation done that indicated his business is worth $3million. So George and his key employee Sam entered into an agreement that if George dies, Sam will buy the business from Pam for $3 million dollars. If George dies, the business will be re-appraised and if it’s worth more, Sam will pay the difference to Pam in installments over a 5 years period.
To make sure the money will be there, Sam will take out a $3 million life insurance policy on George. Even though George has some other personal life insurance, this policy will make sure that a business transaction will take place and give Pam an Escape plan.
George’s Company will pay the premiums and give Sam a tax-deductible bonus that will cover the policy premiums and the tax cost.
George feels better. Now he can go back to working on his business and know that Pam won’t have to worry about the business if he dies.
Very Smart!
Friday Apr 28, 2017
Friday Apr 28, 2017
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
Thursday Apr 27, 2017
Thursday Apr 27, 2017
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Tuesday Apr 25, 2017
Tuesday Apr 25, 2017
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.
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
Tuesday Apr 25, 2017
Tuesday Apr 25, 2017
Tim Templeton of Templeton Interactive discusses some of the ways that Twitter is evolving and why it is a relevant and important tool for business.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
Transcript:
Bill: What's the best way to use Twitter and other social media? We ask expert Tim Templeton.
Tim: I just had a friend ask me today, I don't really get Twitter, what is the value? And I said, you know, it's 2 things, it's self-promotion, or business promotion in his case, and it's research. So, if you want people to know who you are and what you're doing, you create content, you create blog content. You want people to see it, one of the best ways to get it out in front of people is to send out an announcement using Twitter. Likewise, if you're trying to find people in your ecosystem, your business, the analysts, the re-sellers, potential partners, you can find them by their activity on Twitter, you can interact with them, you can follow them, you can re-Tweet things that they're sending, and you can create a relationship that way, which is a lot easier than it used to be in the old days.
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
Friday Apr 21, 2017
Friday Apr 21, 2017
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.
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
Friday Apr 21, 2017
Friday Apr 21, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
What's holding you back? Patti Cotton discusses fears that cause us to "play it small."
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
Saturday Apr 15, 2017
Saturday Apr 15, 2017
In this 1 minute Highlight, Jim Blue Owner, BlueTutor discusses some of the "rules of the road" and explains that there are several tools you should be aware of.
We add new content daily, so come back often!
Transcript:
Jim: There are many internet based communication tools that are available. I use my cell phone for everything, so the first thing that I would recommend to people is, if they are going to be traveling, even through the United States, you know, don’t use hotel phones, use your cell phone. And the reason for that, we all know there are a lot of charges that get tacked on for telephone use in the hotels, that’s the first thing. The second thing to keep in mind is that there are tools that are around there, that are internet based, that will help control your costs. I will say, though, that controlling your communication costs from abroad is a whole other subject, because if you are a Verizon or an AT&T user, or a Sprint user, and you are traveling abroad, there are a whole other list of rules associated with that.
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
Thursday Apr 13, 2017
Thursday Apr 13, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Reuben Franco, the President of the Orange County Hispanic Chamber of Commerce, discusses the Youth Chamber of Commerce, a special program that helps young citizens to meet and ask questions of their Government leaders.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Monday Apr 10, 2017
Monday Apr 10, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Roger Winsby, President, AxiomValuation Solutions, discusses the importance of positioning your business for sale based on the Buyer's needs and perspective.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Saturday Apr 08, 2017
Saturday Apr 08, 2017
Carolyn Rosenblatt of www.AgingParents.com discusses 2 of the 3 Pillars of a Healthy Retirement.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Thursday Apr 06, 2017
Thursday Apr 06, 2017
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.
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
Wednesday Apr 05, 2017
Wednesday Apr 05, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Barry Davis, of Insperity, discusses how Small Companies can offer big company benefits packages, and attract top talent that will help them grow.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Tuesday Apr 04, 2017
Tuesday Apr 04, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
David Sherak, Partner-Vogt,Resnick & Sherak discusses several important planning agenda items as you start to think about your overall Succession plans.
Transcript:
David: One of the important things is: make sure your ownership structure of your business is taken care of. If you do have a trust, make sure that the share certificate for a corporation, or the operating agreement, identifies the trustee of that trust as the owner of that property. Also, make sure that the instrument doesn’t have any special individual that’s appointed to deal with, perhaps a dispute resolution process, that might be in conflict with the terms of trust’s successor trustee or executor under those instruments. Make sure that your advisors are well aware of this planning, including your financial advisors, like the example with the collateral commitments of the bank: the bank didn’t know that this individual was also naming them as a trustee of his various trusts, and ultimately that bank also held the loans, so it didn’t fit within their administration parameters to basically service their own debt, and resign the loans and deal with that collateral commitment. So making sure that all of your advisors are aware of these instruments is important.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Monday Apr 03, 2017
Monday Apr 03, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Jason Kwiatkowski, President, Valuation Support Partners Ltd. explains the upcoming gut of businesses that will be up for sale as age 50+ owners start to sell en masse and the best strategy to compete effectively.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Saturday Apr 01, 2017
Saturday Apr 01, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Chaz Dykes discusses cost saving measures for companies and the future of LED lighting.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Friday Mar 31, 2017
Friday Mar 31, 2017
Michael Levine is the President of Levine Insurance Advisors, a company focused on income and wealth preservation planning.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Friday Mar 31, 2017
Friday Mar 31, 2017
Another 1 minute highlight from Jim Doty's recent interview. 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.
We add new content daily, so come back often!
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Wednesday Mar 29, 2017
Wednesday Mar 29, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
John Foley and David Shaffer discuss the benefits of preparing for due diligence early.
Transcript:
Bill: How can you be prepared for what your buyer’s are going to be looking for? Here’s expert John Foley.
John: What we usually share with a client is that if they are looking for an exit-strategy, particularly looking towards an investment firm, they’re gonna have to demonstrate not only a future revenue projection, but also historical performance. So, if we’re in a start-up mode, it’s not realistic to expect that someone’s gonna jump in like Google and buy you on day one. You really need to have that 3 to 5 year history behind you. So, for us, it’s saying, start at any time, the earlier the better, and based on where you are in your life cycle, let’s determine what the appropriate target exit is, what is the multiple target, how are we gonna reach that value?
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
Saturday Mar 25, 2017
Saturday Mar 25, 2017
Adam Grant of Alpert, Barr & Grant heads up the Mobile App Practice Group. He offers tips for getting in sync with current mobile technology trends.
See the Index for more on this Topic or by this Guest. Listen on iTunes: iTunes.ExitcoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Friday Mar 17, 2017
Friday Mar 17, 2017
Andrew works with Financial Planners and Advisors, CPAs, Trust Attorneys and Realtors to strengthen and lengthen retirement planning.
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
Thursday Mar 16, 2017
Thursday Mar 16, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Friday Mar 10, 2017
Friday Mar 10, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Larry: Purchasing insurance: so often that a CEO of an organization or the CFO of an organization, the biggest mistake they make is they go ahead and they focus on the cost of it. So that, kind of going back to what's the process? You know, first you're doing an organizational analysis or operational analysis, then you do a coverage analysis of the current programs, and then the third step is to write an insurance spec. Okay, so that's spelling out what insurance that we need and how it needs to be structured, and then going out to market and getting quotes based on that. Limits of insurance mean absolutely nothing, what's critical is the details that are within those policies. So if you have an insurance spec of what everything is supposed to be covered, how it's supposed to be covered, the detail of what you're looking for relative to the terminology within that legal contract, then you go ahead and look at the market price based on that. That's how you buy insurance. Buying it just based on limits is literally Russian Roulette.
Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!
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
Tuesday Mar 07, 2017
Tuesday Mar 07, 2017
T. Phillip Boggess of TPB Financial discusses the critical first steps of planning.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
Transcript:
Bill: What's the first step in planning? Here's T. Phillip Boggess
T: The first thing for everybody, whatever you're doing, is you need to get started. The plan isn't worth the paper it's written on, unless you take steps to move toward your goals and take the action steps you had in there. The reality is, the earlier you get started on most of these things, the more options you have, the more likely you are to be able to accomplish what you're trying to accomplish. And the second part is, your plan has to be flexible, and you have to review it to make sure over time that it's still performing the way you want it to, because things change, you know, whether it's laws, taxes, economic environment, your goals, your personal situation, it's gonna change. So, we have to review it and make whatever tweaks are necessary along the way to keep you going along that path, or making the turn, if your goals have changed, to your new path so we are going the direction that you want to go at that time.
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Monday Mar 06, 2017
Monday Mar 06, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Rhett Bray of BeaconPath discusses how employers can use the services of a Broker to contain medical insurance costs.
Transcript:
Bill: Medical insurance is a big part of your budget. How do you contain those costs? We ask medial expert, Rhett Bray.
Rhett: We'll talk about wellnesses, how we can start to communicate the importance of wellness, and that we give the people and the employers the opportunities to do things that will help them to become healthier. We start to educate them on the importance of annual physicals, we start to educate them on preventative care. Women do this quite well, men have the tendency to wait until body parts don't work, and then they go, which can be late. And it's interesting, we take better care of our car, we change the oil, we see the lamplight come on, and for a lot of us, we don't do the maintenance that we should do on a regular basis. That will identify a lot of issues people have, that now you can start to address easily through medication, through exercise, or diet. There are just a few key areas that you can identify that will drive these higher costs.
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Friday Mar 03, 2017
Friday Mar 03, 2017
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Monday Feb 27, 2017
Monday Feb 27, 2017
Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income. His process helps each client understand how much risk is appropriate in determining the optimal asset allocation for them.
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Friday Feb 24, 2017
Friday Feb 24, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Scott Donnelly, CPA and Partner, PDM, LLP discusses some of the first questions he asks a new client to understand what they did not get from their last service provider and to understand who else their Advisors are to help understand if there will be a cooperative team.
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Wednesday Feb 22, 2017
Wednesday Feb 22, 2017
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Harry Barth, BarthCalderon, LLP discusses a primary goal of Asset Protection strategic planning -- to slow down the litigation process so that reasonable resolutions can be achieved.
Transcript:
Harry: “I think a very important component to understand is that as with all business deals, asset protection being just one of them, is to be able to settle a proposed claim within reasonable limits. It’s very, very difficult to do that if you’re in the jeopardy of losing your home, losing your business, and losing your life savings, so I think that it’s important that asset protection is granule. We look at the various components, we take into consideration all of the goals and objectives of our particular clients. And there’s not one particular size fits all, every situation is very, very different, every background is different, every family make up is different, every business transaction is different."
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Monday Feb 20, 2017
Monday Feb 20, 2017
Bill Erfurth is the President of Modern City Entertainment, a Film & Entertainment Company based out of Ft. Lauderdale, FL. Today, he will discuss the two films he has produced: Heroes Behind The Badge.
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Thursday Jan 26, 2017
Thursday Jan 26, 2017
We are super excited to have our first book launching within a week. Who Are the Joneses Anyway? has already proven popular with its early readers is generating plenty of buzz as the launch date nears.
Questions Answered:
1) What is your book about?
2) What inspired you to write your book?
3) What’s next for you?
Contact Info:
Website: www.whoarethejonesesanyway.com
Email: bob@bobkarcher.com
Bonus Material:
Book now available on Amazon!
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Sunday Jan 08, 2017
Sunday Jan 08, 2017
Bill interviews Tom Bliss & Jasmine Sandler
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here