Exit Coach Radio

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Kathy Mondotte - The Right Way to Follow Your Passions

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

Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication. 

 

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Lisë Stewart - Coming Crisis of the Family Business (E2317)

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The Galliard Family Business Advisor Institute was founded to ensure that small family-owned and closely held businesses across the country had access to the help they need to keep their businesses thriving while they undergo the significant transition in leadership. 


Questions Answered: 


1. What is this crisis that you are talking about?
2. Why don't more small businesses reach out and get the help that they need? 
3. How is your organization trying to change this?


Contact Info: 



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

 


David Weigelt - Marketing to Boomers Online

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A 1 minute excerpt from a recent interview David Weigelt. Hear the full interview by entering 'David Weigelt' into our search index at www.ExitCoachRadio.com.

Transcript: 

Bill: I've heard you say that age is not the biggest factor when you're marketing older adults online. What do you mean by that? 

David: Age really is just a number, especially with the Boomer generation because they're so diverse. But the underlying factor is, we take a developmental approach to our work. As human beings, we all share some core needs, and what differs is how we satisfy those needs. So, we think that that is a stronger determining factor in terms of how you can meaningfully engage these people. The next thing is that what makes the Boomers very different is, more than any generation, they have more concurrent life events going on. The fact that they're so educated, the fact that societal norms have changed. And then the last thing is, our ability to target based on real-time behavior is so much different now that it almost makes targeting by age kind of silly. 

 

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Resolving Family Conflict and Aging Parent Issues - Carolyn Rosenblatt (E2217)

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In this interview, Carolyn Rosenblatt, Co-Founder of AgingParents.com and Author of "The Baby Boomers Guide to Aging Parents" (available on our website through Amazon.com), discusses the Three Pillars of  Healthy Retirement, expanding your Health Span, and their unique combination of skill sets to help their clients deal with family aging issues. A very interesting listen for anyone with an Aging Parent, and especially for Family Businesses who are having communication issues that are hampering their Business Succession efforts.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

 Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Lauraine Bifulco - Compliance Issues - When to Worry

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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

 

 

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Marc Hankin - How To Protect What You Have In Mind (E2117)

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In this 20 minute interview, Marc Hankin of Hankin Patent Law discusses some of the changes in the Trademark and Patent laws that could affect you. He also discusses several tips and ideas for making sure your Intellectual Property is protected and a strong asset of your company. (20 min).

 

Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Roger Winsby - Selling the Story of Your Business

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Guest: Roger Winsby
Company: Axiom Valuation
Website: www.axiomvaluation.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

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

Mike Weisman - Choosing Higher Ground (E2017)

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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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Hema Dey - Marketing is Like a War Game

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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

 

Need to get your Business or Estate in order? From Pre-Nups to Living Trusts, Employment Agreements to Buy-Sell Agreements (and everything in between) get the legal documents and help you need at deep discounts through Rocket Lawyer. Choose a 1 week trial and the first 3 document are free! Click here to visit their website.

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Wesley Belden - Branding in the Modern World (E1917)

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Wesley Belden discusses branding trends, individual vs. company branding, and how social media can help or hurt a brand. 

Listening from an iPhone or iPad? Get our App in the App Store: click here

Michael Wittick - Planning for Disability

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Guest: Michael Wittick
Company: Law Offices of Michael J. Wittick
Website: www.irvinetrustestateprobate.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

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

Pam Reyes - How to Build Cohesive High Performance Teams (E1817)

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6929926.jpgYou ever wonder how some teams seem to be firing on all cylinders and others are limping along? Learn from Pam Reyes, Business and Leadership Advisor with over 20 years experience leading cross-functional teams, how you can build cohesive high performance teams based on strengths to increase profitability and reduce turnover.


Questions Answered: 


1) What do you mean when you say cohesive high performance teams? 
2) You talk about building teams based on strengths, what about weaknesses that may get in the way? 
3) What are 3 strategies for dealing with weaknesses?


Contact Info: 


Harry Barth - How & When to Protect Your Assets

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Guest: Harry Barth
Company: Barth Calderon, LLP
Website: www.barthattorneys.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

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

Angela Sloan - What Women Need to Know about Retirement (E1717)

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9a61d637-d623-4889-be86-6ebdadbe6f3b.jpgAngela Sloan is the CEO and founder of Sloan Financial Group. Today, she will discuss the key aspects that women need to know about retirement, and how they can plan for it.

 

Questions Asked: 


1) What is the number one fear women have about retirement? 
2) Why should a woman take control of her retirement? 
3) What is the best way for a woman to draw social security?


Contact Info: 


Tom Roddel - Why Vistage Worldwide works (E1617)

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1dd2b21.jpgTom is a Chair of Vistage Worldwide, the world's largest CEO and Presidential organization with 20,000 members. 


Questions Answered: 

1) How many members are in Orange County?

2) What are the benefits of membership? 

3) How is the Vistage meeting and monthly one to ones structured?

Contact Info: 

Email: tomr@roddelnhs.com

Bonus Material: 

June 8 is a Vistage event at Zov's restaurant in Tustin, featuring John Campell US Congressman Ret who will speak on the presidential election and preparing for the aftermath. Invitation only. Contact Tom Roddel for information 714-336-1666

Brad Leggett - Developing a High Performance Sales Team (E1517)

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brad-leggett1.jpgBrad Leggett is the CEO & Founder of The Leggett Group, Inc. Brad works with CEO's and VP's of sales to set the company's sales strategy and to build, lead and retain "high performance sales teams." Today, he will discuss how to develop your company's high performance sales team.


Questions Answered: 


1) What drew you to this line of work?
2) What advice would you give an entrepreneur/CEO who needs to establish a sales team?
3) What are the most common challenges you see companies encounter with their sales teams as the company grows?

Contact Info:

Bonus Material: 

A self assessment that listeners can complete that will give then a snapshot of their sales teams' strengths and areas for development

Tim Templeton - How To Measure Success in Your Social Media Campaign

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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. 

Dr. Andi Simon - A Little Anthropology Can Help Your Business (E1417)

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Dr. Simon is a corporate anthropologist. Her business, SAMC, specializes in working with CEOs and companies that need or want to change. For today's talk, the topic is all about "corporate cultures and how they impact successful executive succession."

Questions Discussed:

1. When considering a succession or exit strategy why should leaders consider the importance of their company's culture?

2.Now that you understand why you need to think about cultures, how do you know what type of culture your company has today?

3. How will each type of corporate culture impact, and impact differently, the effective transition to new leadership?

Contact info:

Email Address asimon@simonassociates.net

Website www.simonassociates.net

 

Bonus material:

Link to the OCAI Assessment mentioned: www.ocai-online.com

 

Harris Glasser - Focusing on What You Have (E1317)

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0460e0f.jpgHarris is the man that teaches us how to squeeze the most juice out of our orange. We all have this idea that we need to do more business to make more money. What Harris has done though, for himself and others, is teaching how to get the best use out of the business, time and money that we are currently working with, now.

Questions Answered: 

 

1) Why is your book different from so many of the other 'Money' books that are out there? 
2) What was your approach in the selling of your business(s)?
3) Examples of how you have helped businesses thru their struggles
4) The pros and cons of having a partner?
5) Where can your book be purchased?


Contact Info: 


Please help us help others. Share this content with your contacts

Carolyn Rosenblatt - The Boomers Guide to Aging Parents

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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! 

Please mention Exit Coach Radio to your friends!

 

Ask Dr. Jerry - Will you be playing tennis at 100? (E1217)

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Ask Dr. Jerry!

Dr. Jerry always brings us new and up to date info about health and living an active life.

Today we discuss new developments that help reverse arterial plaque without drugs!

Contact him at kjbkorn@aol.com

 

Nick Yocca - Compare State Protection Statutes When Considering Asset Protection

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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, 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

 

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

 

Sue Koch - Self-awareness is Sexy! (E1117)

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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

 

Mark Dorman - Tips to Prepare You for Exit Planning

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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!  

Chris Colton - Before Your Exit Consider This (E1017)

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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

 

Jillian Murphy - How A Shipwreck Teaches us a Lesson on Leadership

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An excerpt from my interview with Jillian Murphy of the Syncretics Group

www.syncreticsgroup.com

At ExitCoachRadio.com, we upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

Transcript: 

Bill: This is Bill Black, the Exit Coach. What can we learn about leadership from a shipwreck? Listen to this excerpt from my interview with Jillian Murphy from the Syncretics Group as she explains. 

Jillian: I think, as leaders, we have this tendency to be so fixated on the large goal, that big audacious goal, that we often forget to set up short-term goals to keep teams engaged and energized and to be really clear about what the steps are that will get everyone to their final destination. So, in the case of Shackleton, when their ship was crushed, he made a clear plan. He told them they were going to march for open water, he told them they were going to travel light. Everyone knew the plan, and it was constantly changing, which is normal for today's business climate, as well, but the fact that everyone knew what those steps for, both the long-term and the short-term, was tremendously helpful. 

Bill: And I like the fact that you said that's vision and victories, plural, right? It's the victories along the way toward the vision. 

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!  

 

Rhonda Ducote - What Financial Planning information do Women Need to Know? (E0917)

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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

 

John Murphy - Would You Buy Your Business For Top Dollar?

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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 .

Mahyar Ghassemian - Minimize the Impact of Lawsuits (E0817)

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1aa59e4.jpgMahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some new developments in Construction law.


Questions Answered: 


1) What is the number one reason contractors get sued?
2) What is the best way to minimize the impact of any lawsuits?
3) Any other important advice for people in the construction industry?


 


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

 

Christopher Scully - Where to Promote Your Business

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Guest: Christopher Scully
Company: Practical Business Solutions
Website: www.rupractical.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

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

Chris Ruisi - How to Be Exceptional in 8 Simple Steps (E0517)

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7rnLdLkh.jpegChris Ruisi, founder and CEO of The Coach’s Zone, is an experienced business coaching professional with an exceptional record of leadership in both large and small businesses. He mentors and guides executives and business leaders to find their “stretch” point to learn the full measure of their capabilities. He helps them to “master being comfortable feeling uncomfortable.” His book “Step Up and Play Big: How to Be Exceptional in 8 Simple Steps” has received wide recognition as being a practical tool for anyone who desires to achieve more.

 
Questions Asked: 
 
1. Can you sum up what those 8 steps are?
2. Why is following the crowd a bad thing?
3. What is self-sabotage and why is it harmful?
4. How do employers punish their best employees? 
5. How do mistakes actually help you?
 
Contact Info: 
 
 

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

Kevin Walker - Your Brand Is More Valuable Than You Think

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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

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

Leslie Hassler - Become the Chairman of the Board of Your Life (E0417)

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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

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

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

 

 

 

 

Chris Sprague - How Are You Wired?

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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!

Chris Sprague of the Chris M. Sprague Team, discusses how finding your "zero point" is the key to reducing frustration, increasing performance and happiness.

Transcription: 

Bill: What would your life be like if you could just do what you want to do all the time? Here's expert Chris Sprague. 

Chris: The beautiful part about today is, when you hit 50, you still have half your life ahead of you. If your listeners take nothing else from me than this, I want them to hear this. If you do what you were meant to do, if you find your zero point and live to that for even one day, even one hour of one day of your life, even if it's the last hour of your life, then your life has been a success because there so any people, there are millions of people out there, who don't even live one hour of their life knowing their true purpose, knowing their true zero point, knowing their true DNA and making that true impact. So if you can find that, even if it's the last hour of your life or the last day or the last week, always strive to find it because that will make your life successful, and I guarantee it will make you happy. 

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

 

Lisa Walker - Getting Your Business to Run Without You (E0317)

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Lisa Walker is an executive and business coach with ActionCoach.

Questions Answered: 

1) What challenges do you typically work on with a business owner on? 

2) What are the keys to getting my business to run without me?

3) What areas of the business are key for systemization? 

Contact Info: 

Website: www.actioncoach.com/lisawalker

Email: lisawalker@actioncoach.com

Bonus Material: 

 A complimentary business evaluation and strategy session. Just mention you heard me on Exit Coach Radio.

Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to 

Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.

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Annette Fadness - The Importance of Clean and Current Books

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3830f44.jpgHost: Bill Black. Annette is a seasoned bookkeeper and QuickBooks consultant who helps small business owners get the most out of the QuickBooks software. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Transcription: 

Bill: When should someone consider outsourcing books to someone like yourself? 

 

Annette: I always think it's a good idea. The only time you shouldn't is if you're just getting started, and literally you can't afford it. We know how lean it is the first few months or first few years in a business. And at some point you have to just sort of just choose, look, in a perfect world, I would have this, but I won't. So, that would be one instance where you wouldn't. Alternatively, if your business is really simple, and you, or your spouse, or your assistant, or your fill in the blank, some trusted person, has a strong accounting background and knows Quickbooks fair well, and they're going to do it for you, awesome. Or, if you, yourself, have that accounting background, and you have the time to do it. But, I just think that in most cases it's not the best use of the business owner's time, and often they're not going to do as good of a job.  

Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to 
Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

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Andrew Bennett - Transformational Leadership (E0217)

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Andrew-Bennett.jpgAndrew Bennett believes a business's ability to thrive flows from its leaders. Leaders create the conditions for people to access their potential. Through consulting, coaching, speaking, training, and writing Andrew helps leaders create workplaces that unlock the power of the human mind and spirit. Today he’ll be talking about Transformational Leadership.

 
Questions Answered: 
 
1. What are the most important actions a leader can take to create an inspiring workplace?
2. What gets in the way of creating an inspiring workplace?
3. How can listeners use your information for their own transformation during their exit from what they’ve built?
 
Contact Info: 
 

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KJ Trapp - Train Your Smartphone & Grow Your Business

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3fc8e72.jpgWe add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest.

 
Transcript:

KJ: Probably the most asked question, which is probably 95% of the time, is: how do I engage into a prospect the minute we turn around and walk away from each other? Because most people say, "I’m not good at follow-up,” and that’s professionals across the board. And we do start with the memo pad, having a short memo that you can send to them in a text, saying, it was a pleasure meeting you, and please look forward to a one-time email. And you say the word one-time because it relaxes their mind and it makes them think you’re not a spammer. And then you follow up with an email saying, as promised, here’s an email. And if you can do that immediately when walking away, you’ll get a lot more respect, people will want to do business with you more often.  

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Ron Berglas - Parental Alienation Syndrome (E0117)

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22a1334.jpgRon Berglas is producing a television show for KVCR TV on Parental Alienation Syndrome, which is when, in a high-conflict divorce, one parent tries to turn the children against the other parent. Specifically, it is about the deficiencies in the therapeutic and judicial system that serves to make a bad situation much, much worse.

Questions Answered: 

 

1) What is Parental Alienation Syndrome?
2) Why do therapists keep getting it wrong and what can they do to get it right? 
3) What can targeted parents do to get their children back?

Contact Info: 

Bonus Material: 

Listeners can go to Ron's fund raising website on Indiegogo:
http://igg.me/at/endPAS where they can make a tax-deductible donation.


If you haven't already gone to court, consider Alternative Dispute Resolution. Contact Ariana Jeret at www.ariannajeret.com or at ajeret@ajmediation.com
 

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Richard Del Monte - A Place of Possibility

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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!

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .

Transcript 

Richard: The first thing you have to do, I think, that's important, is to make sure that the family documents and understands their shared history. Where the family came from, how they got there. You know, a lot of times that doesn't get documented, doesn't get shared with the kids. They say when somebody dies it's like a library burns down, all that wisdom, all that potential mentorship is lost for all future generations of the family. And so, we make sure and gather that, we capture it, we interview the parents, we do video interviews, audio interviews. We create what we call a family vision statement that tells the next generation, "Okay, this is how we got here, this is what we believe is important, these are the values and the experiences that made us successful, this is what we want you guys to know going forward. Now, it's your turn to figure out what you're gonna do with your life. Here's the baton."

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The Spouse Escape Plan

Watch Now:

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!

Anthony Saccaro - Investment Options & Income Strategies (D2817)

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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.

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Christopher Snider - Exit Planning is a Blue Ocean Planning Activity

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AAEAAQAAAAAAAAHHAAAAJGFkOGI0OWUzLWJiMzEtA 1 minute excerpt from a recent interview. Hear the full interview by entering the Guest's name into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

Transcript: 


Christopher: A blue ocean is really a market that is untapped. What they're encouraging you to do in a blue ocean, is go where others have not gone yet, and it's an untapped, really undefined market. And I feel like that's how the exit planning industry is right now. You've got a lot of owners that still have not made the move, and yet we know that two-thirds of privately held businesses are owned by baby boomers. We know the youngest is 50 and the oldest is 68, now, and so at some point, mother nature is going to force us to transition. Unfortunately, there is still different ways to do things, there's still very fragmented kinks, and teams and advisors don't work together and collaborate like they should. 

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Bill Spetrino - The Great American Dividend Machine

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

Questions Answered: 

1) How can I have $100,000 in dividend income in 24 years while making less than 5 figure income? 
2) How can I prepare for retirement? 
3) Why are stocks are the best investment?

 

Contact Info: 

 

Bonus Material: 
 

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Heath Frantzen - Sale Fail

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3a6ad39.jpgA 1 minute excerpt from a recent interview with Heath Frantzen. Hear the full interview by entering 'Heath Frantzen' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

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Bob Karcher - Who Are the Joneses Anyway?

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bob-karcher-cropped-16.jpgWe discovered that helping others began with sharing our life stories. Personal life stories are powerful, and ours brought us to a realization that there had to be more to life. We are just like many of you--ordinary, hardworking people who discovered ourselves trapped in a race we didn't even realize we were in.

The more we shared our stories and what we learned, the more we realized we were not alone as others, in turn, shared their own personal journeys with us. Many life stories later, we have heard how overspending, gambling, materialism, approval addiction, and many other things have been railroading individuals and families away from the lives they were meant to lead. 


We've witnessed how low self-esteem and poor self-identity have trapped people into thinking they are not a good enough mom or dad, husband or wife, son or daughter--unless they could provide those special shoes, live in the right zip code, drive a certain car, or maintain a prestigious enough title. We've listened to story after story of fractured lives, struggling marriages, and hijacked dreams. 


Many people have told us they are stressed and working too much, and their families hardly know them. They are never home, their marriages are difficult, and they are barely hanging on. Their lives are like running a marathon on a treadmill--they put in all the work but don't get anywhere.


Others tell us they have it "all"--everything life has to offer. Yet, deep down, they know they were created for more and want their lives to count for something more meaningful and have greater impact than just a collection of titles and possessions.


Still others don't have a clue who they are. They struggle each day searching for significance and acceptance. They try everything they can think of--social media, shopping, alcohol, drugs, new fashions, and more. No matter what they do, they can't seem to find contentment in any of it.


Some have passionately shared that they "hate" their life. They might have everything we think we're supposed to want: the home, the job, the cars, and all the toys. But they find themselves worn out from spending all of their time maintaining their possessions.


They have yet to learn that God is better than stuff.


This is exactly what God had shown us in our own lives--there was something better out there.


This is the same hope we want to help others discover. Not everybody hates their lives, but how many of us are really happy? How many of us are enjoying our lives and spending more time loving, giving, and experiencing freedom, rather than the opposite? How many of us are really content? Is true contentment even possible?


It's time to live our lives with a new perspective. Join us on what we call a "Joneses Journey" and you will learn how to discover who you are and why you are here so you can live the intentional, authentic life you were created for.

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Rick Usher - What Is Your Business Really Worth?

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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!

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Transcript:

Bill: Okay, so it’s your first chance at selling your business, here’s some great wisdom from somebody who’s done it many times, Rick Usher.

Rick: I think the realism we talked about, first of all: what is my business really worth? People have these proprietary feelings about their business, and they think often times it’s worth a lot more than it is, that’s the first thing. The second thing is that they’ve gotta be realistic as to how they’re gonna make this transition. I think it’s very unlikely for most business sellers to find a buyer who’s gonna walk up and write them a check, so they need to figure out and plan how they are gonna exit this thing, whether it’s seller carry-back financing, whether it’s, as we just discussed, they’re gonna find somebody internally who can take over and generate the revenue to pay the seller, or whether it’s some other alternative. That’s the biggest challenge, I think. 

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Alan Beaulieu - Avoiding the next Great Depression

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


Questions Answered: 

1) Why is the Great Depression coming to the US?
2) Is it just the US?
3) When? Also, can anything stop it?

Contact Info: 
 

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Tim Templeton - Twitter: Why You Should Give a Tweet

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3d5c74f5-552c-4ffd-b836-c9c1f2371669.jpgTim 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. 

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Alan Godwin - Dealing with Manipulators

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

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

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

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