Exit Coach Radio

Michael Weisman on Exit Coach Radio AM 830 KLAA 12/18/2016 Show

Host Bill Black interviews Michael Weisman about his new book "Choosing Higher Ground" (now available on Amazon) and Holly Green from the Human Factor on using your brain to be more effective.

 

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

 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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Brad Williams - Millennials Are Scared to Invest

Brad has over 25 years of addressing the financial concerns of retirees and business owners. Add his strong communication skills and Brad, after first listening to his clients’ needs and concerns, is able to simplify and explain in everyday language even the most complex concepts and alternatives. He treasures the trust his clients place in him and safeguards it by his words and actions. His reputation for unquestioned integrity is far more important to him than any fee or commission. For these reasons and more, Brad often forms a close personal relationship with his clients.

While he can be described as a personable and caring person with a passion for his work, Brad’s most accurate characterization might be “the consummate professional.” His singular goal is to treat his clients “as if they were my own parents” and help them build a sound foundation for their financial house. By any measure, some say, he is an advisor worth standing in line to do business with.

 

Questions Answered: 

 

1) How have millennial's life experiences affected their attitudes about investing? 

2) Why are their priorities are different than other generations?

3) Why should they be concerned about retirement savings?

 

Contact Info: 

 

Website: www.askbradwilliams.com 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Matt Sunshine - How to Maximize Your Efficiency

Here's a 1-minute preview of today's featured Guest. 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!

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Jerome Chiaro - Social Media for the Small Company - Start here

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Jerome Chiaro volunteers as a Mentor for www.ScoreOC.org and shares great tips about where to start when you are a small business.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Scott Bailey: At Some Time We All Wear a Sales Hat - Wear it Well

 

 

 

 

 

 

 

Here's a past highlight from Scott Bailey. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

What 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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Michael Goodfriend - Inspiring Leaders to Become Business Game Changers

Mike is a Teamwork Engineer and Leadership Coach. Today, Mike will discuss how he inspires leaders to become business game changers.

Questions Discussed: 

1. What are the keys to getting a mid-level manager to boldly develop into a breakthrough leader?

2. Tell us more about the approach you take to leadership developing leaders

Contact Info: 

Email: mikeg@goodfriendconsulting.com

Website: www.teamworksharks.com, www.goodfriendconsulting.com

Bonus Material: 

Recently published book on Amazon "Breakthrough Time" by Michael Goodfriend

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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1 Minute Video Tips - Lauraine Bifulco "Compliance Issues - When to Worry"

AM830 KLAA Show 12/11 featuring Sean Ponist and Theresa Oatman

 

Host Bill Black interviews Sean Ponist about "How You Can Work Most Effectively with an Attorney" and Theresa Oatman "How to Structure Key Employee Benefit Programs and What You Need to Know to be Compliant"

 

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

 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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Kim Curtin - Measuring Success: Wants vs. Needs

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!

Kim Curtin discusses the differences between wants and needs when it comes to success. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group 

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Jonathan Boring - Social Media: How Often, and When and Where?

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!

Ever wonder what the industry "best practices" are regarding which Social Media site to use, and how frequently to "tweet"? Jonathan Boring of Social Spice Media shares tips about Social Media.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Caryn Payzant - Social Media Matters

Bill Black interviews Caryn Payzant who shares tips, ideas and precautions in the area of social media. We upload new content daily so check back often!

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Leslie Hassler - Your Business Rules

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

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Jeffrey Verdon - Exit Coach 20M: Renowned Trusts & Estates

Bill Black's guest shares tips & ideas for age 50+ business owners. New content daily - check back often!

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Andrew Karlen - Determining the Value of Your Business

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

Andrew Karlen discusses determining the value of your business and the best way to determine its growth. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Dara Maleki - Turning a Brand Into a Franchise

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

 

Dara Maleki discusses how to build a nationwide brand and to take a local concept to the next level with his franchise program. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

 

Joe Siecinski - How to Make More Money and Have More Time

Here's a one minute preview from Joe's interview.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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AM 830 KLAA 12/4 2016 Show featuring Mike Goodfriend and Colleen McKenna

Today's show features Mike Goodfriend discussing how to transition Managers into Game-Changing Leaders and Coleen McKenna discussing how to get more from LinkedIn.

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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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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

Liz Bentley - Succession Planning

Liz Bentley is the President of Liz Bentley Associates, a business focused on Leadership Development and Organizational Consulting. Today, she will discuss succession planning strategies. 

Questions Asked: 

1. Why do so many companies need help with succession planning right now? 

2. What does your team of consultants to help navigate succession planning 

3. What is the biggest struggle you see? 

Contact Info: 

Website: www.lizbentley.com

Email: liz@lizbentley.com

Bonus Material: 

DiSC Assessment to assess leadership style at www.lizbentley.com 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group 

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

Chris Gould - When Trust Matters

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 .

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Gwen Resick-Rennich - Executive Presence: How to Look and Sound as a Leader Today

Gwen Resick-Rennich is an International Speaker and Executive Speech Coach. She coaches CEOs/Presidents and their executive teams to captivate their listeners with impact and present themselves with poise and confidence.

 

Gwen discusses what quality is mostly missed in the way people deliver their information, how to keep listeners engaged, and advice for helping people manage their fear of speaking. 

 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Doug Wilder - Overcoming Obstacles to Your Success

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: What are some frequent obstacles that business owners or people run into as they try to plan their success?

Doug: Well, usually when they start off with a plan, they jump right into, "alright, here's what I need to do, steps one, two, and three." And that's probably better than no plan, but I recommend they start with why. There's a book out by Simon Sinek, Start With Why. What happens is, when they start with why, then they start to get a bigger picture of why are they doing this, what's their purpose, what is their reason to be, whatever you want to call it, but the bigger picture that drives them. Because if they can understand that, put it into words, and the fewer, the bolder the words possible, the stronger that statement will be. And then, when they have that, then offer it not only to their employees, but to their clients, to their banker, to everybody out there that they might want to influence. If they start with why, put the why first, then everything else starts to make sense. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Jeffrey Verdon - All About the NING Trust

Jeffrey Verdon is a managing partner at Renowned Trusts & Estates, and is also an asset protection lawyer. Jeff will be speaking about the recently popular NING Trust being used by residents of high income tax states to eliminate state income tax on Non-CA source investments. 

 

Questions Asked: 

 

1) What are the two or three most popular and beneficial pieces of advice you generally provide?

2) What is the NING Trust and who is the best candidate for one?

3) Can you give an example of how the NING Trust could be used by a CA high tax resident to save state income tax?

 

Contact Info: 

 

Website: www.jmvlaw.com

Email: jeff@jmvlaw.com

Bonus Material: 

Call 949 333-8150 for a no cost telephone interview

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

 

AM 830 KLAA 11/27 2016 Show

Bill Black interviews Kate Azar and Chuck Gallagher for their expert tips and ideas.

 

 

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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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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

1 minute Video - Treat Your Business Like an Investment

An excerpt from an interview with Don Burzen of www.PositiveExits.com

Jim Sullivan - Tax Planning and Land Conservation

Jim Sullivan discusses the tax benefits and strategies tied to land conservation. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Chris Bond - Seller Beware - Pitfalls to Selling a Small Business

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

What 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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Darrell Moon - Controlling Health Care Costs

Darrell Moon is the CEO of Orriant, a company focused on Corporate Wellness. Today, he will discuss health care costs and how your business can control them. 

 

Questions Answered: 

 

1) How much does the US spend on healthcare every year?

2) How much of that is due to poor health habits?

3) What are the "best practices" of engaging people in changing their behavior?

 

Contact Info: 

 

Website: www.orriant.com
Email: darrell@orriant.com

 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Pete Tentler - Clearing Up 2 Misconceptions About Reverse Mortgages

What have you heard about Reverse Mortgages? In this brief highlight, Pete Tentler of Liberty Home Equity dispels 2 common misconceptions about Reverse Mortgages. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.

Transcript: 

Pete: Many believe that when you obtain a reverse mortgage, the lender owns the home. However, this is not true. The borrower's will retain the title and ownership during the life of the loan, and they can sell their home at any time. The loan will not become due as long as the borrower continues to meet loan obligations, such as living in their home as their primary residence, maintaining the home according to the FHA requirements, and paying property taxes and homeowner's insurance, just like you normally would. 

Bill: I had heard one time that home equity conversion mortgage means that they lose the home when they die. Now, is that correct, or is that wrong? 

Pete: That's wrong. This is another common misconception. Their heirs can sell the home to pay off the loan or keep the home by paying off the loan, balance in full. So, they can live in the home for as long as they desire, and at no time can we say, "hey, time for you to move out." As long as they maintain the property as their primary residence, and pay their property taxes and insurance, they can live in the home forever. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

 

Dr. Jerry Kornfeld - Do We Need Supplements?

Today, Dr. Jerry will be discussing on the very important topic of dietary supplements. Do we need them? There are many conflicting studies out there today, and Dr. Jerry Kornfeld will clear them up for you on today's show!

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 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Tim Bauer - 60,000 Children and Families and Counting

Here's a 1 minute highlight from an interview with 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 sell all of their interviews!

There are many emerging, creative ways for your company to get involved with a charity such as Olive Crest, as Tim Bauer shares in this one minute highlight -- the main thing is that you get involved in some way. Hear his full interview tomorrow morning!

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Teri Goetz - Integrative Medicine: An Alternative Plan to Combat Autoimmune & Chronic Conditions

Teri Goetz practices Chinese & Integrative medicine. She's also a life coach. After being diagnosed with two autoimmune diseases for which conventional medicine only offered pharmaceuticals, Teri did her own research and came up with a plan that included changing her business to help other people with autoimmune and chronic conditions. More information can be found at www.TeriGoetz.com. 

 

Terri will discuss what made her interested in Chinese & Integrative medicine, how she incorporated coaching into her practice, and her recently published book, Don't Just Do Something, Sit There: An Unusual Strategy for Great Growth, Profit and Impact.

 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Larry Bell - Is Your IRA Your Best Asset or Your Worst Asset?

You've always thought that your IRA was a tax efficient asset, right? Larry Bell explains.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

 

Paul Roberts - Take Notice of Age 50 Consumers

Here's a highlight of comments from Paul Roberts, Founder of OC Talk Radio, about Baby Boomer trends.

Think about how this group has changed buying trends in the past, and look to the future.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Brad Leggett - Sales Team Motivation Best Practices

Brad Leggett of The Leggett Group shares tips about how to motivate sales teams.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group 

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

 

 

 

 

Jack Bass -Ever Thought of Franchising Your Business?

Jack A. Bass of Jack A. Bass and Associates discusses the concept of expanding through franchising. Listen to his full thought provoking and interesting interview tomorrow!

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

AM 830 KLAA 11/13 2016 Show

On this show, Bill interviews Roberta Taylor and Rick Usher for their Tips, Ideas and Precautions.

 

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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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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

Addison Adams - Review Vendor and Customer Contracts for Transfer Restrictions

Here's a 1 minute highlight from an interview with 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 sell all of their interviews!

Attorney Addison Adams of Richardson & Patel, LLP discusses some of the important tips that business owners should consider in preparing to make their business more transferable to a Buyer.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Ken Boyd - 5 Areas of Investing That Are Misunderstood

St Louis Test Prep provides training in accounting and finance to students and investors. Ken Boys is the author of three "Dummies" books on accounting. 

Questions Answered: 

 

1) What is the number one accounting issue for small business owners?

2) What accounting topics were the most difficult to explain in your books?

3) What area of investing is most confusing to investors in your training classes?

 

Contact Info:

 

Website: www.stltest.net

Email: ken@stltest.net

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

Martin Holland - All Businesses Are Identical

Pop the hood, they're all the same -- so says Martin Holland. Find his full interview with the search bar.

Transcript: 

Bill: We've had a lot of coaches come onto the show and tell us that, "Yes, businesses look different from the outside, but inside they all look pretty much the same." Here's some great advice from expert, Martin Holland. 

Martin: All businesses are identical. And as I say frequently, all businesses are identical, and all businesses are unique, and of course, that is an oxymoron, but there are things common to all businesses, no matter what the industry. That's what I do as a coach, is we work on those common factors. The things that are unique: even within the same industry, one plumber is different from another due to work ethic, the systemization, the capital requirements, the location they're in, and so on. So that's really what I take away from having been in a lot of businesses in a lot of different areas. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Devon Blaine: Promotion Strategies To Appeal to Strategic Buyers

Devon Blaine of the Blaine Group discusses several concepts to promote and protect your business.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Dr. Jerry Kornfeld - An Update on Cholesterol

This week Dr. Jerry would like to address one very frequently asked about topic: cholesterol. 

1) Can you explain good cholesterol vs bad cholesterol, what are the different kinds? 

2) Should I worry about my cholesterol levels, and what is the best way to deal with them?

3) What about Statins as treatment?  Are they safe, and what do they do?

Contact Info: 

Website: www.askdoctorjerry.com

Email: kjbkorn@aol.com

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Roger Royse - Today's Start-ups need to prepare for Exit Early

Here's a 1 minute highlight from an interview with 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 sell all of their interviews!

Roger Royse, Attorney-Royse Law Firm discusses why many Start-up companies have a shorter life span and they must be very attuned to having an Exit Strategy right from the start.

Transcript: 

Roger: Start up companies, if they expect that they're going to get institutional funding like a lot of them do, have to anticipate a fairly early exit because their venture capital investors are managing funds that have definite endpoints, those funds term out. What happens is, as they get to the life of the end of the fund, or as they hold an investment for awhile, they're going to get increasingly demanding about seeking the liquidity of that. So, even though the founders might like to stay in the company for a long time, you can expect that the investors are going to want to see an exit, in other words, the sale of the company, certainly within 5-7 years. Now, having said that, I've got companies, legitimate startup companies, that have been my clients for 15-20 years. It just turned out that it was a good cash business and they just hung onto it and didn't just build it to sell. But, the typical startup, they expect a pretty fast exit, especially these days. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Louis Tucci - An Exit Plan is Like a GPS Directing You to Your Post-Business Life

 

 

 

 

 

 

 

 

 

In this 1 minute highlight, Louis Tucci, Owner, L. TUCCI FINANCIAL LLC discusses the similarities between a GPS device that keeps you on track to a destination in your car and an Exit Plan that keeps you on course to exiting your business.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Securities offered through Securities America, Inc.  Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. Louis A. Tucci Representative.  Financial Principles, LLC and Securities America are unaffiliated.

 

 

 

Adam Lomax - Wanting Financing versus Needing Financing

Adam Lomax of Oxygen Funding, Inc. discusses the different avenues to pursue based on your financing needs.

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

 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Kris De La Pena - Do It Yourself Is Not Always Efficient

Quick tips from Kris on common mistakes investors make. Find his full interview with the search bar.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Richard Katz - Transitioning from Lawyer to Author

Richard Katz is a retired trial lawyer turned author. Today, he will discuss the finer points of writing and how he was able to change his career path through research and following his own personal desires. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Rick MacBarron - Exit Planning Takes Time

Rick MacBarron shares planning tips from his 30+ years of experience working with business owners and high net worth individuals.

Transcript: 

Bill: Two of the most frequently asked questions about exit planning are: when should I get started, and what should I be looking for? Here's Rick MacBarron. 

Rick: You don't want to wait too long, right? So, typically, the people that come to me are going to be in their 50s, early 60s sort of thing. You have lots of options when you have a 3-5 year runway before you intend to actually do something with a company. So you need some time, that's point number one. Point number two is that, in most cases, it is very, very important to take a careful look at the business and make sure that it's prime for an optimal sale. So, I got to know Andy and I got to understand how he was operating his company. He actually had four separate operating companies, and he did things where he moved money back and forth, and so forth. And one of the things that concerned me about that is how would a buyer perceive that? 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Jeff Socha - Life Plans for Your Business

Jeff Socha is a Senior Advisor and Founding Partner of Ark Financial Group, a boutique financial firm headquartered in Austin, TX. He specializes in business and personal financial planning, and has extensive experience developing intricate financial solutions for business owners and executives in construction, software, real estate, and other industries. His clients range from established corporations to family businesses and professional individuals and families.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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

W. Bailey Smith - Not If, But Rather When

W. Bailey Smith offers no-nonsense, straightforward tips on preparing for the inevitable.

Transcript: 

Bill: Well, we all know we have death and taxes in common, here's W. Bailey Smith with some no-nonsense tips for preparing. 

W.: We're all gonna die, it's just a question of when. Get your ducks in a row and make sure you have your planning properly set up. Not just your living trusts, but also, do you have a current healthcare directive? Are you avoiding the Terri Schiavo problem? And do you have it with you at all times? Some of my clients have a wallet card with their health care directive on it, so that regardless of when they have that heart attack or car accident, they always have their heath care directive with them to get off life support if there's no hope of any recovery. Also, they should have a current power of attorney, durable power of attorney, that allows somebody else to pay their bills if they become incapacitated. 

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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John Warrillow - A Business Owner's Job is to Build Company Value

The Value Builder System is a statistically proven methodology for increasing the value of a business by up to 71%. The proven system is 100% advisor-led, meaning the only way an entrepreneur can leverage the methodology is through the support of a Certified Value Builder™.

Questions Answered 

1) What is the biggest mistake owners make in approaching their exit? 

2) What is the biggest mistake advisors make it approaching owners about hiring them as a coach?

Contact Info

Website: ValueBuilder.com

Email: John@ValuebuilderSystem.com

Bonus Material:

"Built to Sell" is sold on Amazon. Whether you are a business owner or advisor who serves them, Go To ValueBuilder.com and complete thequestionnaire

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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