Episodes
Tuesday May 07, 2024
Tuesday May 07, 2024
Back with us again is Shannon Peck, Talent Strategist and Hiring Exert at Wejungo. Shannon focuses on helping clients build a positive culture, streamline their hiring processes, and execute recruiting strategies. At Wejungo, they aim to join people together by hiring most effectively. She is also a Provisors member and her area of expertise could make or break your business transition.
In her interview, Shannon dives deep on the importance of careful hiring practices and talent management. A bad hire can be a costly mistake, and it is well worth learning strategic hiring practices. It is essential to have specific processes in place for hiring, as well as meaningful assessments for retaining employees and forecasting future talent needs. In a business succession, your biggest asset may be your employees, and cultivating a devoted, synergistic team is essential to high valuation and lasting success.
- 5:21-6:20: Why you should build documented hiring processes that are repeatable.
- 9:13-10:21: The importance of finding the right fit for specific positions.
- 12:41-13:44: Assessment tools for understanding people more than they may understand themselves in order to identify the best leaders.
- 14:08-15:08: Documented hiring processes which preventing discrimination claims.
Monday May 06, 2024
Stephanie Payne - Your Legacy is Your Choice (K1417)
Monday May 06, 2024
Monday May 06, 2024
Stephanie is a Nurse who has witnessed dozens of end of life situations and has some very interesting insights to help you deal with your own situation and those you care about to help you be remembered for your planning instead of your lack of planning.
Saturday May 04, 2024
ALL STAR SATURDAY
Saturday May 04, 2024
Saturday May 04, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday May 03, 2024
Friday May 03, 2024
Thursday May 02, 2024
Andrew Ballard - Your Opinion Doesn't Matter
Thursday May 02, 2024
Thursday May 02, 2024
Andrew Ballard, Vistage Speaker and owner of Marketing Solutions, joins us with strategies for growing your business. He has held every position in the marketing food chain, from sales rep to CEO, and been running his own company for the last 18 years. Marketing Solutions uses research based growth strategies to build value in companies before they transfer ownership. By looking at the entire enterprise from the outside, the specialists at Marketing Strategies can be more objective than someone absorbed in the day-to-day operations.
In his interview, Andrew talks about the importance of a business having a North star, as well as how to follow it. He also hammers home the idea that the owner’s opinion doesn’t matter, it is the customer’s opinion that does. Andrew makes himself valuable by helping businesses drive up their value before succession. Listen for multitudes of strategic, fact-based knowledge and a special offer on his book, “Your Opinion Doesn’t Matter.”
Wednesday May 01, 2024
John Lee Dumas - Encore Careers are Being Launched with Podcasts at Every Age
Wednesday May 01, 2024
Wednesday May 01, 2024
John Lee Dumas explains that in many cases age 50+ people are in a better position to be a Podcast host than their younger counterparts due to their extra years of experience.
To learn more about starting your own Podcast visit Podcasters' Paradise
Tuesday Apr 30, 2024
Zach Schaefer - Identify, Select, and Retain Top Talent
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
Dr. Zach Schaefer, Founder and CEO of Spark the Discussion, is a talent optimization and behavioral science expert. Dr. Z is also an award winning professional speaker and recently retired tenured professor. His mission is to help companies execute their goals with excellence. Dr. Z has important insight to share with business owners regarding team building and finding a suitable successor.
In his interview, Dr. Z discusses behavioral science and its application in the workplace. Culture can make or break a company, so building the right team should not be taken lightly. Dr. Z explains some behavioral science assessment tools and how they can be used to optimize your teams. He also shares some musings from his fascinating book, “American Creativity.” Your carefully chosen team can help your business grow even after you’ve left the business, don’t miss Dr. Z’s tips for building the best team you can.
- 5:36-6:20: How behavioral science applies to the workplace.
- 6:50-7:53: The shocking accuracy of behavioral science tools.
- 9:15-10:19: Characteristics of a good successor.
- 11:21-12:34: Tips for smoother transitions within family businesses.
Monday Apr 29, 2024
Patrick Renvoise - Are you Persuasive?
Monday Apr 29, 2024
Monday Apr 29, 2024
Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares more interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.
Friday Apr 26, 2024
Leslie Groene - Focusing on Top Line Growth (D1718)
Friday Apr 26, 2024
Friday Apr 26, 2024
Leslie Groene is the President of Groene Consulting in Huntington Beach, California. Today, she will discuss how your business can develop top line growth.
Thursday Apr 25, 2024
Ken Sanginario - Road Mapping Your Business To It's Maximum Value (B1118)
Thursday Apr 25, 2024
Thursday Apr 25, 2024
Ken Sanginario is the Founder of Corporate Value Metrics, LLC and he has developed a cloud-based tool to help business owners increase their business value by 50-100% over the next 3-5 years. Go to his website to find out about the "Value Opportunity Profile".
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
Henry Evans is the Managing Partner of Dynamic Results, a Strategy Implementation and Organizational Development firm. According to Harvard University, Dynamic Results' clients implement their strategies at 8 times the rate of most companies.
Questions Discussed:
1) What does it mean when you say your clients implement their strategies at 8x the rate of most companies, according to Harvard?
2) Your Accountability Method, and also, your approach to generating leadership at every level of an organization, have both gotten a lot of press. What, if anything, do the approaches have in common?
3) Your methods have gotten a lot of press (Inc., Forbes, Washington Post, Fast Company, Huffington Post, Entrepreneur) for being counterintuitive. For example, you promote the idea that it's okay to get angry at work. Can you say more about that?
Contact Info:
Email Address: hevans@dynamicresults.com
Website: www.dynamicresults.com
Books available on Amazon: "Winning With Accountability, The Secret Language of High Performing Organizations" & "Step Up, Lead In Six Moments That Matter"
Tuesday Apr 23, 2024
Chuck Gallagher - Every Choice Has A Consequence
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
Chuck Gallagher is President of the Ethics Resource Group. Today, he will discuss our daily choices, and how every choice has a consequence.
Monday Apr 22, 2024
Stephan Liozu - Intentional Pricing Strategies
Monday Apr 22, 2024
Monday Apr 22, 2024
Stephan Liozu, Founder and Disruptor at Value Innoruption Advisors, is a designer of disruptive and innovative value and pricing strategies. With over 25 years in business, he noticed that people very easily get stuck in their comfortable, existing models, but leaders should constantly be innovating. Stephan defines disruption as learning to do things differently. Comfortability may be your enemy, and a bit of innovation can go a long way towards improving your bottom line.
In his interview, Stephan discusses common misconceptions in the field of pricing. While many business owners determine price based on cost, few base their pricing on the value brought to the customer. Stephan suggests moving from a reactive pricing approach, to a proactive pricing approach. Start catching more value in your market by working at the intersection of innovation and disruption, listen to Stephan’s expertise to learn how.
1-minute Sections:
- 6:27-7:35: Disruption and transformation, talking about unintentional approaches to pricing
- 9:09-10:20: Misconceptions in the field of pricing - cost-based vs. value-based
- 14:13-15:13: “Pricing Counsel” - establish a group dedicated exclusively to pricing, meet once a month
Saturday Apr 20, 2024
ALL STAR SATURDAY
Saturday Apr 20, 2024
Saturday Apr 20, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Apr 19, 2024
Friday Apr 19, 2024
In this 20 minute interview, Don Burzen, Positive Exits Business Consultant, discusses how he helps business owners replace assumptions with facts so they can do effective planning. He also offers many valuable tips and strategies for businesses owners.
Thursday Apr 18, 2024
Thursday Apr 18, 2024
Channing Hamlet is a Managing Director of Objective, a leading investment banking and valuation firm. He oversees the robust appraisal practice which conducts more than 200 appraisals per year, and leads execution for investment banking transactions. He will rely on experience and case studies to highlight areas that business owners should consider when selling their business in order to improve the "sale-ability" and valuation.
In this interview I ask Channing the following:
1. What is the most common factor that impacts the "sale-ability" of a company?
2. How do you identify key value drivers of a company?
3. When should a business owner begin planning their exit?
Get in touch at www.objectivecp.com for a Consultation with a Managing Director of Objective to assist with planning and execution of your exit strategy, or development of business valuation.
Wednesday Apr 17, 2024
Carol Marzouk - How to create a healthy harmonious workplace
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
Carol Marzouk, CEO of Leadership 'N' Soul discusses why there is low trust and destructive conflict in the workplace, and what to do about it.
Tuesday Apr 16, 2024
Steve Medland - The Millionaire Next Door (G1517)
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
Steve Medland is a Certified Financial Planner and co-founder of TABR Capital Management, an independent, fee-only financial planning firm based in Orange County, California. Today, he is going to talk about issues that the Millionaire Next Door faces.
Monday Apr 15, 2024
Tom Schwab - What is Your Differentiation Strategy?
Monday Apr 15, 2024
Monday Apr 15, 2024
In this noisy digital world, you can’t break through the noise, you just add to it. Instead, you need to get in on the conversation where your ideal customers are already listening. As a Navy veteran who ran nuclear power plants, and an inbound marketing engineer, Tom Schwab has a refreshingly unique approach. He focuses on time-proven strategy, then supercharges it with today’s technology and podcast interview marketing. An author, speaker, and teacher, Tom helps you get more traffic, leads, and raving customer fans by being interviewed on targeted podcasts.
The author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy, Tom is also Founder/CEO of Interview Valet, the category king of Podcast Interview Marketing.
Here are some of the questions we discussed the answers to:
What is the biggest challenge for any business?
How can you find and get booked on the podcasts that matter to your business?
How can you be an ideal guest & predictably turn listeners into leads?
Tom and his team have created a special page with some resources for you here: https://www.interviewvalet.com/exitcoach
Saturday Apr 13, 2024
ALL STAR SATURDAY
Saturday Apr 13, 2024
Saturday Apr 13, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Apr 12, 2024
Friday Apr 12, 2024
Skip Weisman is in the business of improving workplace communication so that small business owners can create a more positive, productive and profitable company.
Questions Asked:
1) You typically work with small businesses with between 6-60 employees, why do you focus on that size/type of business?
2) How, specifically, does communication kill company profits in small businesses?
3) What are the biggest communication mistakes small business leaders make in leading their employees?
Contact Info
Website: www.YourChampionshipCompany.com
Email: Skip@WorkplaceCommunicationExpert.com
Thursday Apr 11, 2024
Thursday Apr 11, 2024
Wayne knows websites - and how to measure their success.
Questions we discuss:
Why don't most websites help entrepreneurs reach their goals?
What is the number 1 mistake entrepreneurs make when having a new website built?
What can/should people do today to improve the results they get from their website?
Be sure to have a pen and pad ready to capture the "353 rule"!
Contact at www.uglymugmarketing.com
Wednesday Apr 10, 2024
Peter Mehit - The Three Times You Need a Business Plan (A2318)
Wednesday Apr 10, 2024
Wednesday Apr 10, 2024
Peter Mehit is the COO of Custom Business Planning and Solutions. Today, he will discuss the most important times to have a business plan.
Tuesday Apr 09, 2024
Ben Griffin - Exit Strategies: The Mental Game (H0417)
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Ben Griffin is the Chief Visionary of CEOIQ, a company that provides Executive Coaching, Peer Advisory Group Programs, Strategy and Team Alignment workshops for Entrepreneurs and their Leadership Teams.
Monday Apr 08, 2024
Pat Kramer - Press Releases: The Who, What and When
Monday Apr 08, 2024
Monday Apr 08, 2024
Pat Kramer, Writer - Writer For Hire, shares insights about the ideal times to send out a Press Release for maximum exposure.
Saturday Apr 06, 2024
ALL STAR SATURDAY
Saturday Apr 06, 2024
Saturday Apr 06, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Apr 05, 2024
Stephen Lynch - How to Create a Business That Can Outlive the Owner (K2817)
Friday Apr 05, 2024
Friday Apr 05, 2024
Thursday Apr 04, 2024
Tom Miller - How Can You Turn Your Employee Investment into a Growth Driver?
Thursday Apr 04, 2024
Thursday Apr 04, 2024
Tom is in the business of compensation design for privately owned companies. He'll describe how he helps business owners construct pay-for-performance strategies that turn employees into growth partners. Compensation (such as salaries, bonuses, commissions) is typically the largest expense on a business's financials. How can this investment be turned into a driver growth? This is the question Tom's firm, The VisionLink Advisory Group, is constantly striving to answer.
Today we tackle these questions:
1. What is the biggest mistake most business owners make relating to paying their employees?
2. What's the first thing a business owner should do in order to turn employees, as you say, into growth partners?
3. When you look at company's compensation strategy, is there usually a glaring omission?
For listeners to this show, Tom's firm is offering a complimentary consultation to discuss any compensation issue you're struggling with.
Wednesday Apr 03, 2024
Gary Melling - Bringing Artificial Intelligence to life
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
Gary Melling of Acquired Insights Inc. discusses the evolution of AI and where we are headed next - and how you can keep up with all of it!
Tuesday Apr 02, 2024
Andy Gole - Urgency Based Selling
Tuesday Apr 02, 2024
Tuesday Apr 02, 2024
To Read This Episode's Transcript: Click Here
Back with us again is Andy Gole, of Urgency Based Selling. He’s been helping business owners improve profitable sales for the last 27 years. Andy is also a Vistage member, is the author of “Innovation Now,” and has a storied history in all areas of selling. He has important information regarding sales during Covid to share.
In his interview, Andy discusses some reasons why you should still be reaching out to your clients, despite the current crisis. He explains the idea that if you may be able to help them succeed, there is no reason you shouldn’t reach out. Andy gives powerful insight on the power of creating a sense of urgency when selling and discusses the central paradox of selling. Additionally, in light of the increasingly virtual world, Andy also has some tips for more successful email campaigns. Don’t miss out on Andy’s powerful tips that will help you increase your sales.
- 5:28-6:32: The central paradox of selling.
- 7:26-8:28: Payments in Kind and how they can help level the playing field.
- 10:27-11:31: When you should reach out to your clients, specific to Covid considerations.
- 16:25-17:21: The economic return and the “Double Slingshot.”
Monday Apr 01, 2024
Vince Mastrovito - Why Do Owners Stay Too Long?
Monday Apr 01, 2024
Monday Apr 01, 2024
To Read This Episode's Transcript: Click Here
Back with us once again is Vince Mastrovito, Exit Planner at Prometis Partners. Vince is a serious succession planner: he’s a certified business exit consultant, CBEC, a certified exit planning advisor, CEPA, a certified value builder, CVB, a certified disc plus coach CDVC, and 2019 Member of the Year at the Exit Planner Institute. Vince is very well-versed in this area and brings enthusiasm to finding creative solutions for each of his clients. He’s seen people, for one reason or another, stay in their business far too long.
In his interview, Vince discusses a variety of reasons someone may stay at the helm of their business longer than they should. He discusses some of the things that may sneak up on the business owner if they aren’t diligent enough and decrease the business value when they do decide to exit. The retirement you dream of depends on careful planning that starts early. Vince also helps people find their passions again in order to help them continue feeling fulfilled after they leave the business they know and love. Vince’s tips are always powerful, and you don’t want to wait to hear this advice.
- 4:51-5:53: A few general reasons why owners may stay too long.
- 9:54-11:04: A few ways to approach realistic business valuation.
- 15:15-16:12: Ways a wealth manager can help sustain or increase a client’s current lifestyle through planning.
- 19:23-20:12: Circumstances in which a business owner's exit goals may be unrealistic for an exit planner.
- 20:44-21:54: Discussing helping owners find their true passions by challenging them.
Saturday Mar 30, 2024
ALL STAR SATURDAY
Saturday Mar 30, 2024
Saturday Mar 30, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 29, 2024
Friday Mar 29, 2024
Thursday Mar 28, 2024
Heath Goldman - What Will Your Legacy Look Like in 25 Years?
Thursday Mar 28, 2024
Thursday Mar 28, 2024
Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy.
In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that.
- 4:04-5:05: You may think you know what is going on until the questions begin - get on the same page and have these conversations.
- 8:39-9:44: Ego and legacy, “How will I be remembered?”
- 13:19-14:18: Importance of communication, collaboration, and coordination between advisors.
Wednesday Mar 27, 2024
Jeffrey Appleman - What You Should do Prior to Your Decision to Exit (G2217)
Wednesday Mar 27, 2024
Wednesday Mar 27, 2024
Jeffrey Appleman of B2B CFO discusses how to get ready to exit your business.
Contact Info:
Email Address: jeffreyappleman@b2bcfo.com
Website: www.b2bcfo.com
Tuesday Mar 26, 2024
Vince Mastrovito - Family Business Culture
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
Vince Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.
Monday Mar 25, 2024
Chris Yonker - Peace, Joy, and Fulfillment: How to Live in Your Legacy
Monday Mar 25, 2024
Monday Mar 25, 2024
Click here to read this episode's transcript.
Chris Yonker, Founder, CEO, and Executive Performance Coach at his boutique consulting firm CHRIS YONKER, believes no one should settle for less than spending their time in peace, joy, and ultimate fulfillment. He has over 20 years of corporate experience working at 3M, but meanwhile has also dove deep into studying Neuro Linguistic Programming, as well as practicing various aspects of Eastern Philosophy. As he began business consulting, he noticed many CEOs and other outwardly successful people were not actually joyful in their lives. Chris knew he could make a difference in people’s lives by coaching them on how to live in their legacy.
In his interview, Chris enlightens us on the tremendous power of meditation. In times of COVID, many business owners may be realizing that it’s time to rebuild, and looking inward can help determine the best course of action moving forward. Chris discusses how you can start meditating, and why it is so useful to give yourself space to think about your desires. He explains how taking control of our brain’s task of assigning meaning to everyday life can lead to greater success, peace, joy, and deeper fulfillment. Chris’ fascinating interview could very well change your life, don’t miss his powerful insight on mastering your mind.
- 5:53-6:56: How you can rebuild in light of COVID.
- 7:50-9:05: One reason why meditation can help alleviate stress and help you plan for the future.
- 9:21-10:19: A reason why meditation can help raise your level of self-awareness and lead to deeper success.
- 11:32-12:33: A beginner’s guide to meditation.
- 15:45-17:02: We make time for what’s important, but we live thinking that there is always more time.
- 17:18-18:25: There is always a gift, you just have to look for it.
Saturday Mar 23, 2024
ALL STAR SATURDAY
Saturday Mar 23, 2024
Saturday Mar 23, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 22, 2024
Dianne Collins - Quantum Thinking (D1718)
Friday Mar 22, 2024
Friday Mar 22, 2024
Thursday Mar 21, 2024
Martin Staubus - Sometimes EXIT is spelled ESOP (D2418)
Thursday Mar 21, 2024
Thursday Mar 21, 2024
In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management discusses how an ESOP can be a tax-advantaged and effective way to sell and transfer your business to employees.
Wednesday Mar 20, 2024
Don Phin - The Inspired Workforce
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
Don Phin is an attorney and VP at ThinkHR. ThinkHR offers online HR tools, live help and training to more than 70,000 small and medium sized businesses nationwide. Don is going to talk about The Inspired Workforce.
Tuesday Mar 19, 2024
Janna Hoiberg - Change the Way You Think About Business (J1517)
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Monday Mar 18, 2024
Monday Mar 18, 2024
Chris Dirkers is an Action Coach and Solutions Expert. He shares some excellent ideas and tips for business owners who are thinking about preparing for their business transition and exit.
Saturday Mar 16, 2024
ALL STAR SATURDAY
Saturday Mar 16, 2024
Saturday Mar 16, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Friday Mar 15, 2024
Leslie Hassler - Become the Chairman of the Board of Your Life (E0417)
Friday Mar 15, 2024
Friday Mar 15, 2024
Banish Your 5 Time Demons! How to get 2 hours back in your day, everyday!
How would it feel to have more hours in your day? What if there was a way NOT to get lost in the vortex of your busy life? It is possible to add more time to your day and get more done? Join Leslie Hassler with Your Biz Rules ™ for this powerful, tip-packed class where she will explain how women entrepreneurs can expand time and turn minutes to moments, creating tangible results and predictable success.
Questions Answered:
1) Why do entrepreneurs struggle with time management?
2) How do women and men struggle with time management differently?
3) How does a shift in time management change a business?
Contact info:
Email Address: leslie@yourbizrules.com
Website: www.yourbizrules.com
Thursday Mar 14, 2024
Addison Adams - 3 Structures for the Sale of Your Business (D1118)
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.
Wednesday Mar 13, 2024
Chris Kramer - Your Exit is Coming - Will You Be Ready? (D0518)
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
Chris Kramer, Managing Director, Strategic Equity Group discusses the decisions and strategies that go into an exit plan and the critical importance of preparing well in advance to have the best options.
Tuesday Mar 12, 2024
Hema Dey - Marketing is Like a War Game
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
Hema Dey, of Iffel International, discusses the mechanics of an effective marketing program.
Transcript:
Bill: We asked marketing strategist Hema Dey for some key ideas and strategies for business owners to think about when developing their marketing plan.
Hema: Marketing is like a war game, so you really need to understand the landscape of the people that you want to sell to, and who your competitors are. We always produce a functional marketing plan. Another thesis, which is three months worth of work, but something that you can actually go out and say, right, roughy, this is your target market, here are your threats, your competitors, and what you’re up against, and really measure what those gaps are to make sure that the sales model, and I know a lot of people see the word “sales” as a big taboo word, but a business cannot survive without sales and if you apply that right across even the professional service sector…if people can actually put a sales organization within their business, then I think they’ve got it right.
Monday Mar 11, 2024
Julie Ryan - Data Privacy and Security Simplified (A0118)
Monday Mar 11, 2024
Monday Mar 11, 2024
Julie Ryan is the president of Isaturn, Inc., a company invested in data privacy and security. Today, Julie will tell listeners how to easily and inexpensively protect themselves, their companies, their employees, and their clients from data breaches, and what to do in the event of one.
Saturday Mar 09, 2024
ALL STAR SATURDAY
Saturday Mar 09, 2024
Saturday Mar 09, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!