I interviewed over 1,200 advisors. There are Hundreds of 20 minute, always relevant, Radio & Podcast interviews available to listen to on our "jukebox". offering Clarity and solutions for Business and Life issues.
"It's like an Advisor Jukebox...you always have dozens of Titles to choose from, and they are all 20 minutes and audio only, so perfect for the drive to and from work, (or while you're waiting for soccer/baseball practice to end!)"
Episodes
Monday Sep 26, 2016
Monday Sep 26, 2016
This interview with David Elliott is about the Institute for Influential Community Impact and its work in educating, inspiring, engaging and honoring people and organizations making a difference as Influencers for Good.
Questions Answered:
1) What are some key deliverables the Institute is currently engaged in?
2) Who could and should be involved with the Institute?
3) Where do you see this going in 2017 and beyond?
Contact Info:
Website: www.Passkeys.org
Email: dlelliottconnector@gmail.com
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Saturday Sep 24, 2016
Saturday Sep 24, 2016
Carolyn Rosenblatt shares one of the reasons that AgingParents.com is so successful -- a unique mix of talents and skill sets.
Friday Sep 23, 2016
Friday Sep 23, 2016
Friday Sep 23, 2016
Friday Sep 23, 2016
Miranda has invested many years in helping Professionals when they get in trouble -- and beyond the Court system, they may face disciplinary hearings, even loss of license.
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Wednesday Sep 21, 2016
Wednesday Sep 21, 2016
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Monday Sep 19, 2016
For info contact 
Sunday Sep 18, 2016
Sunday Sep 18, 2016
Sunday Sep 18, 2016
Sunday Sep 18, 2016
Thursday Sep 15, 2016
Thursday Sep 15, 2016
In this 1 minute highlight, Marlo Van Oorschot, Attorney at Law of Law Offices of Marlo Van Oorschot, APLC discusses the impact of reaching age 65 when it comes to divorce proceedings.
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Wednesday Sep 14, 2016
Wednesday Sep 14, 2016
In this 1 minute highlight, Marlo Van Oorschot, Attorney at Law of Law Offices of Marlo Van Oorschot, APLC discusses why she wrote her book How To Survive Grey Divorce.
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Monday Sep 12, 2016
Monday Sep 12, 2016
Sunday Sep 11, 2016
Sunday Sep 11, 2016
Sunday Sep 11, 2016
Sunday Sep 11, 2016
Saturday Sep 10, 2016
Saturday Sep 10, 2016
In this 1 minute highlight, David Elliott, President and CEO of the 125-year-old Santa Ana Chamber of Commerce, discusses why business owners should consider joining, and participating in, their Chamber of Commerce.
Transcript:
Bill: So, there's been a lot of talk, especially on LinkedIn and some other types of community networks out there, and people are starting to question: is the Chamber a good thing for me to get involved with as a small business owner? What would you say to someone like that as far as, why should they get involved with the Chamber?
David: Well, I think, as we said at the beginning, there is always the networking, relationship building piece, which is kind of very foundational to any Chamber of Commerce, but I think it doesn't just end there. I think there's also the opportunity to do some, not just networking, but advertising. There's also the advocacy piece which we mentioned earlier, along with the access to other folks that you might need to be in front of, and then just being involved with a number of different activities and events, it creates a great opportunity.
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Friday Sep 09, 2016
Friday Sep 09, 2016
In this 1 minute highlight, Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the four elements of successful planning.
Transcript:
Tim: When you look at the elements of tax planning, you'll see there are four main ingredients. First is charitable planning. You get the income tax deductions, the tax-free growth, et cetera. Second is discounting, where when you move assets from one trust to another, you can often compress the value, what we call a squeeze and a freeze, or a squeeze and a freeze by Voorhees. Third, you have low-interest loans which work really well in the current low-interest environment. And then fourth is life-insurance. I put life insurance up there as one of the top four vehicles for efficient tax planning. In particular, what happens is, if you fund insurance correctly, you can do it very tax efficiently in the front end, the money grows tax-free and the money comes out tax-free. And that way, we find that the insurance is a key component of a lot of these advanced strategies.
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Thursday Sep 08, 2016
Thursday Sep 08, 2016
In this 1 minute highlight, Paul Cronin, Partner & Director of Business Development of the Successful Transition Planning Institute discusses 3 basic questions to contemplate as you prepare for a fulfilling life after Business Sale or Transition.
Transcript:
Paul: There are a few essential questions you need to answer, and these are really existential questions. Okay, what's next for me? Number two is, what should I be doing with my business? Number three is, what should I be doing with my life? And when you have a very straightforward process to answer those questions, you end up creating new ideas, new opportunities, and then from there, you can start making decisions about which of these great new ideas are really good and which of them maybe aren't so great after all, until you make better decisions, more thoughtful decisions, or, what we call, more balanced decisions. And whenever you do that, you are more likely to come out with a better outcome, a more satisfactory transition from being the business owner to whatever this new life it is you've decided on.
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Wednesday Sep 07, 2016
Wednesday Sep 07, 2016
In this 1 minute highlight, Larry Sukay, Vice President, Patriot Risk & Insurance Services discusses the concept of Behavioral Risk Management.
Transcript:
Larry: For about 15 years I did risk management, organizational, operational, and cultural change management for Fortune 1,000 organizations. And during that time period, I pioneered a process which now is referred to as, Behavioral Risk Management. And it's based on the premise that culture of any organization drives the behavior within that organization, and behavior then will drive loss, and if you're able to control your loss, you'll ultimately then be able to control your cost. So, I spent a number of years developing that whole concept and principle. Ultimately, I was doing a lot of work with larger organizations using a lot of continuous processes and proving demming techniques and so forth, and turning these companies around. From a risk management perspective, these were organizations that had high worker's comp cost, they might be organizations where they're experiencing 10% loss as a percentage of payroll. 10% is extremely high, and they had gone through all the traditional means of trying to reduce that loss, and ultimately they just got so frustrated they brought me in, and within periods of time I was able to bring those costs down.
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Tuesday Sep 06, 2016
Tuesday Sep 06, 2016
Michael Schwerdtfeger is a managing director at Chapman Associates. He provides sell-side mergers and acquisitions advisement to entrepreneurs and business owners exclusively. As a former attorney for Fortune500 companies, Michael is able to use his 20+ years of experience in handling complex business transactions to help guide his middle-market clients to the best outcomes.
Questions Answered:
1) Many of your clients go through the M&A process only one time. What steps do you take to educate them about the process before diving in?
2) How do you set reasonable expectations for your clients?
3) Do clients ever get 'cold feet' during the sale process?
Contact Info:
Website: www.mbsmergers.com
Email: michael@chapman-usa.com
Bonus Material:
Michael Schwerdtfeger’s eBook “The Inner Workings of a Deal: Tips for a Successful Transaction” is now available for download on his website.
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Tuesday Sep 06, 2016
Tuesday Sep 06, 2016
In this 1 minute highlight, Kim Trowbridge, of AmCheck discusses some of the benefits of working with an outsourced HR/Payroll company.
Transcript:
Kim: This situation, it was a current client of ours, who is a pharmaceutical company, they were going through some serious aggressive growth initiatives, as such, they acquired two other pharmaceutical companies. They didn't have the in-house resources to manage the acquisition as it relates to the HR functions and their employee benefits and their new hire on-boarding of the other companies. So, we actually took them on as a client in our services to provide them with a back office support. So, new hire on-boarding, making sure all of the employees from the other companies got rolled onto their insurance plans, offer letters were sent out, insurance information was sent out in conjunction with their existing insurance broker, and that company went from 50 employees to 150 employees virtually overnight, so we also plugged in one of our in-house HR professionals on-site to work with their company during that transition for 3 days out of the week. So, we're pretty scalable as it relates to when you talk about companies, growth, and change, we provide them with a foundation that's scalable to accommodate any growth and changes within their business as it relates to the payroll, the HR, and the benefit and administration functions.
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Monday Sep 05, 2016
Monday Sep 05, 2016
A former U.S. Army Special Forces soldier and successful business executive, Jan knows the value of overcoming challenges to strengthen your resilience to lead more effectively. Jan uses the power of story to provide an overview of self-reliant leadership principles to be a more courageous, humble, and disciplined leader. Jan helps leaders become more self reliant through a confluence of Sparta’s discipline, Socrates’ self-awareness, Aristotle’s courage, Emerson’s self-reliance, and Thoreau’s reflective seclusion.
Questions Answered:
1) Tell me about your expeditions?
2) What does adversity have to do with growing leaders?
3) How does solitude inform a leader?
Contact Info:
Website: http://selfreliantleadership.com
Email: jan@selfreliantleadership.com
Bonus Material:
The Littlest Green Beret: On Self-Reliant Leadership is available on Amazon
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Monday Sep 05, 2016
Monday Sep 05, 2016
Peter Cross of ISU Insurance highlights the real cost of a Workers Comp insurance claim to a Business.
Transcript:
Peter: When you really look at the hidden balance sheet that occurs and goes along with claims, it's not just premiums you're paying, it's the management time that's tied up addressing claims, it's the supervisor's time tied up in addressing claims, and when you really look at what it's costing you, if you spend $10,000 on a claim, they say that it's a $50,000 cost to the business.
Bill: Oh, is that right? It's a five times magnifier because of the soft cost of administrating and pulling it together and all the paperwork and everything?
Peter: Correct. For a simple example: if you have someone who's out for about 2 weeks and you've got to replace them, you've got the cost of insurance that would potentially go up, the replacement of that person, the retraining of that person, the lack of productivity that comes out of it, the increased potential for another claim, and all those other things that are residing with it. So, when you start to amplify and put all that detail in, it really can be anywhere from a 3 to 5 times magnifier like that.
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Sunday Sep 04, 2016
Sunday Sep 04, 2016
Sunday Sep 04, 2016
Sunday Sep 04, 2016
Saturday Sep 03, 2016
Saturday Sep 03, 2016
Kevin Ramsier is in the business of middle market mergers and acquisitions and is going to talk about how a management team adds to business sale value.
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Saturday Sep 03, 2016
Saturday Sep 03, 2016
In this 1 minute interview highlight, Marc Hankin of Hankin Patent Law clearly explains the difference between Patents and Trademarks.
Transcript:
Marc: A patent protects an invention, it could be an article of manufacture or a process, it could be a method. And, patents protect something that does something or that is made in a certain way. There's also something called a design patent which does protect the aesthetic of an otherwise utilitarian product, so the way something looks. Trademarks protect the source of origin of a brand. So, that could be a slogan, a logo, a brand name, it could actually be a color or a smell, but it's something that tells you the source of the goods or services. So, a trademark and a patent protect different aspects of a product, and it's possible to get patent and trademark and even copyright protection on the same product, but you're protecting different aspects of that same product.
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Friday Sep 02, 2016
Friday Sep 02, 2016
In this 1 minute highlight, Chuck Kiskaden, President/CEO, Health Benefits Advisors discusses the Five Steps to Implementing Your Benefits Plan.
Transcript:
Chuck: There's five steps to creating and nurturing the right and sustainable employee benefits program. And, those steps are: develop a five year plan for risk management, we do that. Engage everyone, management and staff, in planning an implementing that program. Communicate, communicate, communicate, repetitively, on and on regarding the vision and your expectations so everybody understands. Create outcomes based incentives, incentivize the employees to take wellness, incentivize your management people to get people to do this. And then, finally, reward the people that actually support your vision.
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Thursday Sep 01, 2016
Thursday Sep 01, 2016
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Sunday Aug 28, 2016
Sunday Aug 28, 2016
Bill Black interviews Dawn Reese of the Wooden Floor and Jim Immel of Immel & Associates.
Tuesday Aug 23, 2016
Tuesday Aug 23, 2016
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Sunday Aug 21, 2016
Sunday Aug 21, 2016
Bill interviews Peter Walsh and Roger Winsby for their tips, ideas and precautions regarding business.
Sunday Aug 21, 2016
Sunday Aug 21, 2016
Bill Black interviews Hillel Presser on Asset Protection strategies.
Wednesday Aug 17, 2016
Wednesday Aug 17, 2016
Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse. Al is an asset preservation consultant and transitional planning specialist. The goals and objectives of a transitional client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home. CKS Summit Group is committed to act in the best personal and financial interest of our clients.An aging America, combined with the precarious state of Medicare and Social Security, have created a need for comprehensive retirement management that goes beyond the ability of general financial counselors. His practice focuses on addressing the distinctive financial needs of those nearing retirement and those who are already retired.Al is a member of the Presidential Who’s Who and the Million Dollar Round Table. He has been featured in the following publications: Oakland Press, the Detroit News, Observer & Eccentric, Builder Magazine, Consumers Digest, WWJ News Radio 950, WDIV- TV Channel 4, Fox 2 Detroit, and C&G Newspaper.
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Tuesday Aug 16, 2016
Tuesday Aug 16, 2016
Joan Pounds of Monetization Magic discusses how she helps internet-based businesses get started.
Transcript:
Bill: With all the social media platforms to choose from, why has YouTube become so popular? We asked Joan Pounds
Joan: The younger generations do a lot more visually, so a lot of times your YouTube videos and things like that are better ways to reach out to them. I found out, through my son, actually, who's a teenager, that YouTube is the second largest search engine in the world. And I had no idea, I never even though about going to YouTube to find out how to do something, and the beauty of YouTube is, we can create our own videos right now from our phones and upload them to YouTube, and the neat thing about that is you're creating your own celebrity during that time. People buy from those they know, like, and trust, and that's one way for people to reach out and begin to know you and to like you and to trust you.
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Saturday Aug 13, 2016
Saturday Aug 13, 2016
Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.
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Thursday Aug 11, 2016
Thursday Aug 11, 2016
Founded in 1983, The Wooden Floor is one of the most progressive arts-for-youth nonprofit organizations in the country. We transform the lives of young people in low-income communities through the power of dance and access to higher education. In Orange County and through our national licensed partners, we use a long-term approach grounded in exploratory dance education to foster the resources within each child to innovate, communicate, and collaborate –skills necessary for success in school and in life. 100 percent of students who graduate from The Wooden Floor immediately enroll in higher education. Our students become change agents and beacons of hope within their own families, their neighborhoods, our community, and our world.
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Monday Aug 08, 2016
Monday Aug 08, 2016
Be aware of the new requirement for energy efficiency - according to Michael Genevay, it could save you thousands.
Find his full interview with the search bar.
Transcript:
Bill: Is your commercial building energy efficient? Are you sure? Here's Michael Genevay.
Michael: My goal when I talk to a building owner, I'll ask them, "Do you think your building is energy efficient?" They'll say, "Well, yes, it is. The equipment I purchased ten years ago was state-of-the-art." It probably was ten years ago, but you have no idea what it's doing now. There's a saying in the industry that you can't manage what you don't measure, and if you don't have an idea of what you're really looking at, you're just guessing. You're assuming that you're competitive, you're assuming that you're getting utilities and everything streamlined to a bottom line that's profitable to you, but you have no idea. So, benchmarking is so important because it allows you an actual cost. Basically, what we do is a complete footprint of all of the energy usage in that whole entire building from top to bottom so you have a really good idea.
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Sunday Aug 07, 2016
Sunday Aug 07, 2016
Bill Black interviews Melissa Beck and Ed Kargas
Sunday Aug 07, 2016
Sunday Aug 07, 2016
Bill Black interviews Andrew Carlton
Saturday Aug 06, 2016
Saturday Aug 06, 2016
Kaaren Hall and her uDirect IRA Services have helped thousands of Americans invest their IRA outside of the stock market and into real estate, land. private notes and more to improve their financial future. A very interesting interview!
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Friday Aug 05, 2016
Friday Aug 05, 2016
Duncan Rolph is the Managing Director of Miracle Mile Advisors. Miracle Mile Advisors is an independent, SEC Registered Investment Advisory firm. They specialize in providing sophisticated financial plans using portfolios with low cost index funds and ETFs. As one of the fastest growing firms in the country, Miracle Mile's partners have an average of over 15 years of proven experience working with high net worth families. Duncan will be discussing the topic of how business owners can replace the cash flow from a profitable business after selling the business.
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Friday Aug 05, 2016
Friday Aug 05, 2016
Theresa Oatman of Stock Connections describes some of the penalties and pitfalls of Stock-Based employee benefit plans.
To hear her recent interview, enter her name in the index search bar.
We upload new content daily, so check back often!
Transcript:
Bill: So, whenever you're dealing with stock, you have a lot of partners in the mix. You have the SEC, you have the IRS, and you have financial accounting boards. If you need a good administrator on your side, here's Theresa Oatman.
Theresa: It's not a do-it-yourself project. Equity administration requires an expert to guide you through all the complexities of the ongoing programs, and especially if you're selling your company, everything needs to be up-to-date, accurate, and complete. Starting out with that good foundation is much easier to build, and remain compliant, stay out of jail, and stay out of hot water with the authorities as well as your shareholders. And for anyone who's not 100% confident that your equity programs are being managed properly and will give you the most value when you wish to sell, you need to contact an expert.
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Thursday Aug 04, 2016
Thursday Aug 04, 2016
Tom Bliss discusses a brief tip about the importance of automating your business systems.
We upload new content daily, so check back often!
Transcript:
Bill: People listen to the show for any length of time. You know we talk about processes and systems and the importance of them in your business, but here's a great overview taking it one step further by Tom Bliss.
Tom: What systems you have in place today or what systems do we need to put in into play, and then how can we automate that? Whether it be technology be technology through sending out emails, birthday cards, just ways to stay in touch with the customers, newsletters, internet radio talk shows. Whatever those things are that help enable these systems to stay in touch. What it really boils down to is, what system to we need, or what system do we have, and how can we improve on that? And that's really where we get at is that, what I see is technology helping us drive that, not that, "ooh I got a great widget, how do I use that in my business?"
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Wednesday Aug 03, 2016
Wednesday Aug 03, 2016
In this 1 minute highlight, Kevin Weir, Action Coach, suggests that many business owners are obsessed with the Finish Line when in fact they need to establish the Start Line.
We add new content daily, so come back often!
Transcript:
Kevin: We have to figure out what a starting point is in your business, because I've had clients who will say, "Hey, Kevin, I want to retire, and I sat down with my financial advisor and I'm going to need X amount of dollars to retire on." So my question is, okay, what's the current value of your business? Most of them respond, "I don't have a clue." So, the first thing we need to do is, what is that starting point? So, we need to do a business valuation to create the starting point. The next thing is: what is your game plan? First of all, where are you deficient? If the number that you get on your valuation is much lower than you would like, then now we have to figure out a game plan to increase the value. What systems have to be put in place in order to have that business potentially run without you, the business owner? Put revenue generation strategies and margin strategies have to be implemented, and at what pace to make that happen? And, we have to also have milestones along the way so that we can measure progress. Way too many times, business owners might start something, but since they have no measuring stick of what they want to achieve, they never get any further.
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Sunday Jul 31, 2016
Sunday Jul 31, 2016
Sunday Jul 31, 2016
Sunday Jul 31, 2016
Thursday Jul 28, 2016
Thursday Jul 28, 2016
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! 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
Sunday Jul 24, 2016
Sunday Jul 24, 2016
Monday Jul 18, 2016
Monday Jul 18, 2016
Bill Black interviews Sandy Lowengart who discusses current events and their impact on financial planning.
Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! 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
Sunday Jul 17, 2016
Sunday Jul 17, 2016
Sunday Jul 17, 2016
Sunday Jul 17, 2016