Exit Coach Radio

Eileen Stephens - Taking Over and Growing Your Business

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.

1-Minute Sections: 

• 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! 

Peter Tentler - Is a Reverse Mortgage Right For You?

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.

1-Minute Sections:

• 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!

David Greco - Protecting Your Business and Family From Probate

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!

Bill Ross - The Fitness Puzzle

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.

1-Minute Sections: 

• 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!

Loreen Gilbert - WealthWise Financial Services

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.

1-Minute Sections:

• 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!

Eric Seropyan - Essentials of Search Engine Optimization

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.

1-Minute Sections: 

• 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!

Ben Krueger - Fundamental Principles of Podcasting

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.

1-Minute Sections: 

• 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!

Ryan Skinner - Life insurance and Annuities in Exit Planning

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.

1-Minute Sections:

• 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!

Alison Gokal - Contingency Law: Equal Access to Lawyers No Matter Your Current Socio-Economic Status

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.

1-Minute Sections:

• 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!

Karen Sparks - Divorce and Finances

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.

1-Minute Sections:

• 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!

Lauren Mullee - All About Marvin Actions

 

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.

1-Minute Sections:

• 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!

Craig Maloney - 7000 Channels, Find Yours

Craig Maloney of EverythingOnline, LLC understands the internet, digital integration and how to get the most out of all of it for your business.

 

Are you and your Company Transition-Ready? 

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

 

 

 

Steve Chevarria - Building a Culture of Health (A2018)

 

 

 

 

 

 

 

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!

 

Pat Leung - Tax Reduction Strategies you need to act on NOW

Pat Leung of Leung Tax Advisors shares some great tips on tax-reduction strategies for Business Owners.

Are you and your Company Transition-Ready? 

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

 

 

Nathan Mumm - Technology Leadership In the Time of Covid-19

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!

James Hinds - Steps to take if COVID-19 is hurting your business

 

James Hinds, of Hinds Law Group, is truly a guiding light in these dark times. After studying at Harvard, he’s now been in the bankruptcy business for over 40 years. Today, he specializes in working with middle-market businesses to avoid bankruptcy while maintaining a holistic, industry-agnostic approach. James has successfully helped people deal with an assortment of economic downturns at various large law firms, and his insight on today’s economic climate should not be ignored.

In his interview, James explains a bit of his philosophy regarding the notion that his firm doesn’t “sell bankruptcy,” but instead looks at the larger picture to find alternatives. His out-of-the-box strategies are not only unique, but essential for protecting his clients’ livelihood. He examines the financial impact of the pandemic shutdown through the lens of a small business owner. James sheds light on how he’s dealing with many real-world situations that any sub-public business owner will find relevant. 

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!

 

 

Ashley Micciche - Planning for the future in the COVID-19 era (C0423)

 

Back with us again is Ashley Micciche of True North Retirement Advisors. Ashley and her father started True North as a way to help business owners with a smooth transition into retirement. Previously, she discussed ways to prevent an exit from causing everything to fall apart, however in today’s environment she explains what to do when things are already falling apart. Ashley offers some ideas for what you can do now to help your future retirement, even while business is at a standstill.

 

Ashley’s expertise helping business owners ensure they have everything they need for retirement is extremely valuable, especially if they’re hoping to retire in the next five years. She asks owners to consider what would happen to their business if they or a family member got sick. Whether your business has been completely halted, or just slowed down due to the pandemic, her advice may help your profit margins go up when the economy bounces back. Finally, she shares a few indispensable tips, useful for all business owners who one day hope for an easy retirement process.

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!

Doug Anderson - Using Intellectual Property to Create Value (E2417)

Host: Buck Blanton Audio Library: www.ExitCoachRadio.com 

 

Doug Anderson discusses intellectual property and the ways that it creates value for your company.  

 

 

 

 

 

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

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

Chris Shipferling - Who is buying Digital Native Companies?

Chris Shipferling, of Global Wired Advisors, is a forward-thinking advisor with unique insight concerning the modern marketplace. His background as an executive, combined with the coming together of other visionary, like-minded people, led to the start of Global Wired Advisors. They shared the idea of helping businesses transition to the online marketplace, #consulting digitally native companies, and #advising in preparation for digital #acquisitions. 

Chris discusses reasons why a company would want to buy a #digital company. During the pandemic, the digital marketplace is rapidly becoming the new storefront, and digital-native companies are more relevant than ever. This is the time for business owners to consider the future economic environment and shift into a digital mindset. Listen to Chris’ interview for a few valuable tools and an abundance of expertise regarding the current and future digital #marketplace.

 

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!

 

Angela Lauria - NOW is the Perfect Time to Write a Book

 

Meet Dr. @AngelaLauria, founder of @TheAuthorIncubator. She has come a long way in the publishing world and, while she loves a beautiful book, her expertise is in publishing books that generate revenue and leads. She’s grown her publishing company from 0-$18 million in just three years and at The Author Incubator, Angela works with over 500 authors each year to successfully create books which drive business leads. With the halting of life as we know it, information of all kinds has rapidly become obsolete - writing a book now is a perfect way to be proactive and determine the new normal. 

 

Angela shares some insight on “Pre-Covid” publications and adaptation to the new market. Whether you are a first-time writer or a published author, there are advantages to writing a book now. Listen to Dr. Angela Lauria’s interview for tips on how to begin the publishing journey with purpose and understanding how to use your personal expertise to generate revenue. 

 

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!

Marc Garelick - Divorce and Support in a post Covid-19 world

Marc Garelick, is a Partner with Meyer, Olson, Lowy & Meyers, LLP, and has specialized in family litigation since day one. After years of experience working high asset cases in Los Angeles, he formed his own firm 6 years ago where they exclusively deal with family cases that require courtroom litigation. Located in Orange County, this is the largest family law firm in California. He works with clients goals in mind, and no two clients have the same needs. Every relationship is unique, and Marc stresses the importance of communication not just within your family unit, but with your attorney as well. 

 

Marc has taken the time to shed some light on how people dealing with domestic issues may go about navigating post-pandemic courtroom proceedings. The close quarters we’re all subject to now only escalates the likelihood of domestic issues arising. Domestic violence issues may still be heard, however child support cases will likely fall through the cracks until courts reopen and catch up. Currently there are over 1700 motions just waiting to be filed, and that number is growing as the shutdown continues. The backlog of cases is likely to cause long-term problems, but Marc offers some advice on how to settle in a Post-Covid 19 world. 

 

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!

Dr. Jerry Kornfeld - The ABCs of COVID-19

After many years of being a successful practicing MD, Dr Jerry Kornfeld decided to make himself available to people who needed medical help and information, and "Ask Dr. Jerry" was born. A frequent guest on TV shows and a sought after speaker, today he shares the ABCs of COVID-19 in clear understandable terms for everyone. Also check out his book "Your 100 Year Heart" on Amazon

Cynthia Flynn: How does COVID-19 Effect Your Business?

Cynthia Flynn is Managing Partner of Hackler, Flynn & Associates (Employment Defense Attorneys) and a frequent Guest of the show. Today she shares up to date information on new programs and how to navigate COVID-19 issues for your business.

 

Are you and your Company Transition-Ready? 

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

 

Garrett Mott - Tips and Secrets to Navigating Construction in California

Garrett Mott, an Attorney with Hanson Bridgett, discusses some of the common issues regarding Construction projects that you should be aware of.

 

Are you and your Business "Transition-Ready"? 
Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!

 

 

 

 

Josh Brown - Bet On Yourself (K1317)

Host: Bill Black Audio Library: www.ExitCoachRadio.com

Josh Brown discusses business ownership and offers tried & true methods that help both business and franchise owners scale and grow. 

Transcript: 

Bill: So, where do people tend to go wrong when they get into franchising?

Josh: I think people fall in love with brands, but they don't understand the underlying business model. And, if you're going to buy a franchise, and be a good operator, you have to understand the underlying business model. I think people don't take as much time and consideration into factoring in their territories, because, as much as you are buying a system, and you're buying a brand, and you're buying the expertise of somebody else who has come before you, your location, your backyard, your geographic location is so important for your business because we were talking about how small business who are not franchised compete against franchises, well franchises are competing against them, as well. 

 Are you and your Company Transition-Ready? 
Text EXITMAP to 44222 for a free report & assessment!

 

Laura Ladoux - Legal Strategies to Protect and Grow Your Business

Laura Ladoux shares a quick idea regarding setting up a business in a Community Property State (like CA). 

Transcript: 

Bill: What are some of the things you should be thinking about when you set up your business in a community property state? Here's Laura Ladoux.

Laura: One of my favorite things to do is help people understand that California is a community property state, and a lot of people don't really understand what the ramifications are of setting up a business when you are living in a community property state and you do have a spouse. One of the things I like to do is to sit down and find out if we need to have a community property meeting in place, is the spouse going to be a part of the company, do they want to be completely hands off? You know, we don't like to think of divorce, but my job as an attorney and as a legal business coach is to look at the holistic aspect of it and to prevent problems before they come, and it's a lot easier when you're setting up a partnership or a community property agreement when everyone's happy and friendly, to determine, okay, on the off-chance that this dissolves, what are we going to do?

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Rhett Bray - What A Good Broker Does To Earn His Commission

Ever wonder whether your Benefits Broker was earning their commission? In this brief highlight, Rhett Bray of Beacon Path explains how a Broker can earn their pay many times over when it comes time to renew your benefits. 

 

 

 

Larry Bell - Plan Your Unique Solution

Larry Bell works in the field of benefit planning for Non Profits after final regs. 

Questions Answered: 

1) How does it work?

2) Why would the client want to use this planning tool?

3) Why do consultants and clients need to use to solve the problem?

 

Contact Info: 

Email: larrybell@theuniquesolution.com

 

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

 

Tim Hollinger - Building Retirement Plans That Help Employees Finish Strong

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!

Transcript: 

Tim: If you've got a number of participants that are around 60 years old, for example, and you take the statistics that we just said in terms of how much money people would save for retirement and their readiness, and they look at it and they think, "well, I think I'm gonna keep working another three or four years," and then they start doing the math and they realize, "wait a minute, I don't have the money to do that." Well then, what's the natural tendency? They continue to work. And if that happens, you've got people working into their late sixties, early seventies. Nothing wrong with that, but what's the cost implication to the employer to have those folks as part of the health & welfare program that the employer, their productivity and those types of things. Those are opportunities for employers to really look at that. You know, those outcomes could actually get them to refocus on, as opposed to just offering the plan, having the plan work, and actually reach some of the goals in giving those folks an opportunity to leave when they're ready to leave. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
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John Dade - Manage Your Future

A 1 minute highlight of John Dade's interview. 

Transcript: 

Bill: Why should an investor look into something like a managed future? 

John: Well, managed futures should be part of every investment portfolio. This goes back to the 1950's. A lot of people smarter than myself, Harvard professors, professors at the University of Chicago, Henry Markowitz back in the 1950's, came up with what's called, "Professionally Managed Futures: A Modern Portfolio Theory," which states that when you add a non correlated asset class to a balanced portfolio, not only do you get higher rates of return, but you also reduce your overall volatility and risk in the portfolio. A future's position is a commitment to do something whether you guess right or wrong, and it can be very expensive. On the other side, an option's position is what it is, it gives you the option, if you're right or wrong, to commit. So, simply, it's less downside risk.  

 

 

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Ross Givens - How to Build a Wealth Empire

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. 

 

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Veronica Saldivar - Your Perception May Not Be Reality

Veronica Saldivar has grown and sold a business - she describes some of the lessons she learned.

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Brad Williams - The financial landscape is always changing

Brad Williams discusses how changes are occurring regularly and explains how he keeps on top of it all for his clients.

Anthony Saccaro - Today's challenges in the financial transition to retirement

Anthony Saccaro shares excellent tips on preparing for a financial transition

David McAlvany - What's happening in the markets and why?

David McAlvany discussed the current market conditions, explains how we got here and offer suggestions on what to do about it.

Pete Tentler - 2 Client Examples of the Potential Benefits of a Reverse Mortgage

Pete Tentler discusses two examples of Revers Mortgage transactions and the benefits to the clients.

 

 

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Jonathan Levy - Post-Sale Liquidity

A 1 minute excerpt from a recent interview with Jonathan Levy. 

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Russ Williams - Non-Profits Need to Tear Down Silos and Collaborate

Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses his observation in working with Non-Profit organizations that they have a lot to gain through collaborating with pother Non-Profits and a lot to lose if they don't.

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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Brandon Miller - Team Roles Should Rely on Strengths

Here's a 1 minute highlight from Brandon Miller. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!

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David Roemer - You Can't Manage Your Time if You Don't Track It First

David Roemer of DDR Group, Inc. shares a 1 minute tip from his interview. Hear the full interview for more great tips!

Transcript: 

Bill: It's been said that one of the building blocks of planning is managing your time properly, but how do you do that best? Here's an idea from action coach David Roemer. 

David: To track your time for one week, you really have a much better idea of where you're wasting your time right now. I know I've done it, and I was shocked. I didn't realize I was spending as much time, for example, just doing things like answering emails that really didn't need to get answered right then and there, that could've waited. Doing things like picking up the phone instead of letting it go to voicemail and having to get back to what I was doing after the phone call. Because those distractions kind of throw you off, you waste time. So, tracking your time for a week really gives you a better sense of where you're wasting your time. 

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Nellie Akalp - The Importance of Business 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. 

Contact Info:

Website: www.corpnet.com

Email: allison@matryshkamedia.com

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John Grace - Are you and your life's savings ready for what's next?

John Grace of Westlake Financial Advisors joins me once again to discuss current financial trends

Visit these links to learn more about John and receive timely information:

https://www.westlakefinancialadvisors.com/2019/03/01/can-you-survive-a-bad-loss/  https://www.westlakefinancialadvisors.com/riskalyze/ 

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Don Trone - Responsibility & Retirement Plans

A 1 minute excerpt from a recent interview with Don Trone. Hear the full interview by entering 'Don Trone' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

Transcript: 

 

Don: The law defines the minimum standard of care that must be demonstrated by either a trustee or an advisor, the minimum. In other words, if you want to have a qualified retirement plan, you must meet the minimum standards of care. It's not the job of the Department of Labor to define the highest standard of care for retirement plans, it's the job of the regulator to say, at a minimum, you must meet this requirement in order to maintain the qualifications of your plan. What it's gonna take to make retirement plans more productive for employees and participants in those plans, requires a leadership and stewardship response. Doesn't require more rules and regulations, it requires the plan's sponsor to take on more leadership and stewardship responsibility for the employees that work for that company. 

 

 

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Allison Ostrander - What You Should Know About Options

Allison Ostrander from Simpler Trading clearly explains what options are all about and how you may benefit from making them part of your investment portfolio.

Andy Gole: How to drive Sales that Grow your Company

Andy Gole of Urgency Based Selling joins me again to share important information for raising your sales results.

Al Caicedo - Is Your Portfolio Ready for What's Next?

Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years.

Jim McComb - 1 minute highlight

Here's a 1 minute highlight from an interview with one of our Guests. 

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Michael Genevay - Being Green and Compliant

Michael Genevay discusses benchmarking, energy efficiency, and energy compliance for both current business owners and those looking to make an exit. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Transcript: 

 

Michael: The last time we talked, I believe it was the middle of June of 2014, and at that time we had discussed the AB 1103 mandate was for buildings that were 10,000 square feet, both commercial and industrial parks, up to 10,000 square feet and above. And now, it's been mandated that buildings of 5,000 square feet and above is now the benchmark to where this new law comes into play. So, it does incorporate a lot more of the buildings than previous. 

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Kaaren Hall - Self-Directing an IRA

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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P. Christopher Music - How to Build Value in a Private Practice

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

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