Episodes
Friday Jun 04, 2021
Friday Jun 04, 2021
Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview.
Sunday May 30, 2021
Z. Christopher Mercer - Building Value? Protect it First
Sunday May 30, 2021
Sunday May 30, 2021
Z. Christopher Mercer, of Mercer Capital, discusses the importance of having a thorough Buy-Sell Agreement in place to protect what you work so hard to build. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net
Thursday May 27, 2021
Thursday May 27, 2021
Jillian Murphy is a Speaker for Vistage and The Syncretics Group. The Syncretics Group is a consulting firm specializing in leadership, executive coaching, and teamwork development through the use of drawing comparisons to compelling, true survival stories. The lessons learned at “The Edge” can be applied to business and help put operational challenges into perspective. Keeping the long term goal in mind is critical whether it is for survival or for achieving business goals.
In her interview, Jillian shares some adventure stories from a few flagship books where people came together, beat the odds, and managed to overcome extremely dire circumstances. The lessons learned by understanding their trials and tribulations can be universally applied, but help make drastic improvements in business situations. Jillian shares some powerful tips that help with achieving long term goals and stresses the importance of tenacious creativity. Jillian’s insight is relevant to everyone and can help dramatically improve your results, don’t miss her fascinating interview.
- 5:08-6:10: Some metaphorical but practical strategies for both leaders and teams.
- 7:50-8:46: These survival challenges put business challenges into perspective.
- 9:30-10:34: Vision and victories - set short term goals that lead you to the long term goal.
- 12:02-12:55: Optimism and reality - be positive and confident, while staying grounded in reality.
Wednesday May 26, 2021
Dale Robinette - How to Rev Up Your Business Value
Wednesday May 26, 2021
Wednesday May 26, 2021
Dale Robinette is a Business Growth Strategist and Scaling Up Expert.
He helps executive teams maximize revenue with a practical business operating system called RevX Formula. This formula is designed to reduce the time it takes to manage a business while also achieving 2X revenue, 3X profitability and 10X valuation.
Our RevX Formula is achieved through the following services:
- Growth Assessment
- Business Assessment
- Financial Assessment
- Execution Tools
- Executive Team Professional Development
- Strategic Planning
Sunday May 23, 2021
Rickard Hansson - Draining Brains to Accelerate Growth (H1917)
Sunday May 23, 2021
Sunday May 23, 2021
Rickard Hansson, Incentive Corp. suggests that, rather than holding their wisdom inside, that if key employees shared their ides and methodologies it could spark creative collaboration that could create new and improved ideas for company growth. 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.
Transcript:
Rickard: I want to drain the brain of the co-workers and get no so dependent on key-persons, because you are, and they know that they are the key things, so that's where we want to attack, in some sense. When you implement this, you have to make sure everyone is on board. Typically in the beginning, you have to get the ambassadors, people who want it, early adopters, as soon as possible, because the key persons, the key employees, are usually the last ones because they want to keep their knowledge because it's a part of their power. Of course, you're part of the company because you know something, and you're obviously a key player, but holding that information isn't a part of that, because if you hold that information, I think you stop evolving, as well. But if you bring the things you have to the table, and put it into our system, you will, as a key person probably progress, educate yourself, and bring more to the table, and the company will also be up to speed in terms with the knowledge and discuss new ideas, and move even faster than their competitors.
Saturday May 22, 2021
John Boyens - 6 Secrets to Market Dominance (I0717)
Saturday May 22, 2021
Saturday May 22, 2021
Get your notebook ready for our interview with John Boyens, of Boyens Group, Inc. John is a bona fide expert in sales and management consulting and training. After over 20 years in the corporate world running sales and marketing for various Fortune 1000 companies, he and his wife co-founded their company. They specialize in sales productivity, management leadership effectiveness, and business strategy.
John has repeatedly made the top 100 productivity experts to follow on Twitter and has some truly indispensable knowledge to share. As a leader, it is critical to focus on strategically growing the business, rather than just tactically running the business. In addition to discussing 6 strategies for market dominance, John also emphasizes why business leaders should leverage their strengths and outsource their shortcomings. John’s exuberant knowledge is absolutely essential to anyone hoping to dominate their market.
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Friday May 21, 2021
Randy Noe - Leading Well (G0117)
Friday May 21, 2021
Friday May 21, 2021
Randy Noe is an experienced Leadership Coach who has recently authored "Leading Well: The Essence of Wholehearted Inspirational Leaders". He shares tips and thoughts for you to become a better leader
Thursday May 20, 2021
Tess Cox - Coaching: The 5 C's of Leadership & Life-Long Learning
Thursday May 20, 2021
Thursday May 20, 2021
Tess Cox, Principal of Tess Cox and Associates, has a myriad of skills, but ultimately aims to assist others in personal and professional transformational change. She believes that choice, not chance, determines your destiny. Feedback is crucial to self-awareness, and self-awareness allows us to grow more effectively. Coaching is essential to maximizing our potential.
In her interview, Tess not only shares the 5 C’s of leadership, but also redefines the term leader. She stresses the importance of work-life congruency and aligning both to fit our personalities. Above all, Tess discusses the need to have a well-defined personal philosophy in order to continually make more confident decisions. Tess also shares a few examples of how she has helped her clients experience the outcomes they desire when working with and influencing others. The wisdom shared by Tess could improve your entire life, as well as your business, and should not be passed over.
Wednesday May 19, 2021
Pat Soldano - Current Family Business Concerns and Trends
Wednesday May 19, 2021
Wednesday May 19, 2021
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017. Ms. Soldano is now a Family Business and Family Office Consultant working directly with families herself.
Today, we talked about the recent Family Enterprise USA 2020 Annual Family Business Survey - concerns and trends of Family Businesses.
Read the survey at www.familyenterpriseusa.com
Tuesday May 18, 2021
Mary McElhattan - The Benefits of Taking a Big Risk
Tuesday May 18, 2021
Tuesday May 18, 2021
Mary McElhattan tells us something we need to hear repeatedly as business owners!
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Sunday May 16, 2021
Michael Wood - Are you on a solid Exit Path?
Sunday May 16, 2021
Sunday May 16, 2021
Michael Wood of Legacy Planning & Associates describes how you can be assured that you are on a tried and true path to an exit that fits your needs.
Saturday May 15, 2021
Sean Ponist - Questions to Ask an Attorney Before You Engage Them
Saturday May 15, 2021
Saturday May 15, 2021
Sean Ponist, Owner of The Law Offices of Sean Ponist, has been in Criminal Law and now is a Civil Litigation Attorney. He talks about his experiences and what you should know in the event you need an Attorney.
Monday May 10, 2021
Monday May 10, 2021
Clair Billingsley is a much-in-demand Speaker for a very simple reason - she helps Leaders develop thought and communication techniques that go beyond the competition.
Contact info:
Email: BillingsleyConsulting@gmail.com
Website: www.BillingsleyConsultingGroup.com
Sunday May 09, 2021
Wayne Breitbarth - The Power Formula for LinkedIn Success (G0217)
Sunday May 09, 2021
Sunday May 09, 2021
Wayne Breitbarth is the Founder and CEO of Power Formula, a company that helps businesses and individuals maximize their efforts on LinkedIn. Website: www.powerformula.net
Tuesday May 04, 2021
Tuesday May 04, 2021
James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.
Website: intellivestadvisors.com
Monday May 03, 2021
Ryan Smith - Think SBA
Monday May 03, 2021
Monday May 03, 2021
Ryan Smith, Principal and Founder of ThinkSBA.com, helps individuals and business owners with financing and understanding SBA funding. Before landing on the banking trajectory, Ryan served a stint as a minor league baseball player, and has since worked his way up the financial chain. He now helps people with SBA financing and aid in their learning how to acquire businesses and commercial real estate. In a field full of misconceptions, Ryan offers some much needed clarity.
In his interview, Ryan goes over the benefits of SBA lending and funding in great depth. He dispels some myths about credit score necessary for lending and clarifies other common fallacies regarding SBA financing. Ryan also discusses a variety of ways to begin an acquisition even if you previously believed it to be impossible. In dealing with a huge milestone such as an acquisition, it is essential to have an expert in your corner, so be sure to listen to Ryan’s interview for his SBA wisdom.
- 4:04-5:02: Misconceptions about credit score required for SBA lending
- 6:51-8:06: Begins to list 10 reasons for SBA 7A loan
- 10:30-11:31: Advantage of SBA evident through ability to lump real estate into loan
- 16:44-17:47: Example of a situation where a key employee is taking over business ownership
- 20:16-21:16: Where to start if a seller is helping a buyer with acquisition
Sunday May 02, 2021
Sunday May 02, 2021
Questions Answered:
1. What is the biggest bottleneck in a business?
2. What toll has the last 5 years (since the global financial crisis) taken on the business owner?
3. What is the 1 thing that a business owner can do RIGHT NOW to begin growing their business?
Contact and Offers:
CarlGould@7StageAdvisors.com for a FREE Business Analysis or Call 1-877-GO-7-STAGES
Carl's Book can be found on www.The7StagesOfSmallBusinessSuccess.com..and see Carl's video interview of each of the 7 Stages
Saturday May 01, 2021
David Sherak - Who Buys Who Out In Your Buy-Sell? (J0817)
Saturday May 01, 2021
Saturday May 01, 2021
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!
David Sherak discusses some of the many provisions of a Buy-Sell agreement to consider, especially the impact on your family and Estate Planning and Banking Relationships.
Wednesday Apr 28, 2021
Dolores Hirschmann - Master Your Clarity
Wednesday Apr 28, 2021
Wednesday Apr 28, 2021
Dolores is the founder of Masters in Clarity, a full-service digital agency that believes being a Favorite brand is more valuable than just being a Famous one. They craft beautifully useful, connected ecosystems that grow businesses and build enduring relationships between brands and humans.
We discuss how Dolores and her team guide their clients to:
• Communicate their message in an engaging way… they call it the TED way
• Design a growth strategy that is aligned with WHO they are as entrepreneurs, what flows naturally… this is where their coaching skills come in
• Take consistent ACTION towards implementing their strategy and growing their business… this is where their MUM skills come in keeping YOU moving forward
Tuesday Apr 27, 2021
Andrew Cagnetta - Buying and Selling in Today's Business Marketplace
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
Joining us today is Andy Cagnetta, CEO of Transworld Business Advisors, the largest brokerage system in the world. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, valuations and franchising. He’s the man to talk to when it comes time to buy or sell a business.
Some of the areas we cover in this interview:
What is the current marketplace like for buyers and sellers?
What should business owners be doing now to prepare for their exit?
You like to be involved in your community, tell us more?
Be sure and listen to his podcast "The Deal Board"
Monday Apr 26, 2021
Patricia Ryan - House calls are Back!
Monday Apr 26, 2021
Monday Apr 26, 2021
House calls are back! Patricia Ryan, RN, MSN, ANP-BC an Adult Nurse Practitioner based in Palm Springs, CA. Business name is Crossroads to Care, Inc., a nursing corporation. She is an advanced practice nurse that provides medical house calls in your home--just like back in the day. Nurse practitioners can diagnose, treat and prescribe medications. They are RN first and continue schooling at a Masters' level, Board Certification and are eligible to have their own practice and patients. Patricia has been an RN for 10 years in several practice arenas and now a NP for the past 16. Original training in NYC and continued with Bachelors and Masters degree from University of Missouri, Kansas City.
Here are some of the questions we discussed:
What type of services do you do on a house call?
Are these services covered by insurance?
What other services do you offer?
Sunday Apr 25, 2021
Sunday Apr 25, 2021
Thursday Apr 22, 2021
Mary Anne Kochut - Power vs. Perception (A1618)
Thursday Apr 22, 2021
Thursday Apr 22, 2021
Mary Anne Kochut, of Champions For Success, LLC., is an author, motivational speaker, coach, adjunct professor, and management development professional. She specializes in the areas of leadership, communications, executive coaching, change management, and career transition and is also skilled in group dynamics, consultation, and facilitation. After a lengthy stay in the corporate world, she eventually became a “reluctant entrepreneur” and went on her own, rather than continue fitting into someone else's mold. Mary Anne’s passion is inspiring others to be productive and live the life they truly want to, evident in her book “Power vs. Perception: Ten Characteristics of Self-empowerment for Women.”
Mary Anne always encourages the people she coaches to be unstoppable. In her interview, she talks about the limitations we put on ourselves and how they stop us from attaining the success we desire. Mary Anne talks about inherent drives present in everyone, and how understanding these can help reveal your passions. She discusses some of her tried and true methods for reshaping people’s perceptions regarding what they may have previously considered to be impossible. Mary Anne’s inspiring conversation is useful to anyone hoping to shift their perspective and make the impossible possible.
Wednesday Apr 21, 2021
Chris Larsen - More Great Investing Tips!
Wednesday Apr 21, 2021
Wednesday Apr 21, 2021
Joining me again is Chris Larsen, the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. Chris is passionate about helping investors become financially independent.
Chris has some interesting perspectives about investing based on today's trends. Be sure to have a notepad and pen handy!
Saturday Apr 17, 2021
Rick MacBarron - Financial Planning Tips for Business Owners (G0717)
Saturday Apr 17, 2021
Saturday Apr 17, 2021
Rick MacBarron shares some financial planning tips from his many years of experience. Find his full interviews by searching in our index.
Thursday Apr 15, 2021
Andrew Singer - Legal Policies in the Workplace (C1718)
Thursday Apr 15, 2021
Thursday Apr 15, 2021
Email: singer@thsh.com
Tuesday Apr 13, 2021
John Brown - What Business Owners Need to Know About Selling Today
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
Do you need tips about preparing to sell your business from a true expert? John Brown, the founder of Business Enterprise Institute (www.exitplanning.com) discusses how today's economic headwinds increase the difficulty of exiting your business on your terms and conditions.
Questions discussed:
1.how can owners overcome headwinds
2. what needs to be done to overcome headwinds
3. who can help
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Saturday Apr 10, 2021
Barry Moniak - Begin With The End in Mind
Saturday Apr 10, 2021
Saturday Apr 10, 2021
Barry Moniak, Vistage Speaker and Organizational Therapist at End in Mind, helps leaders build synergistic, independent teams and systems. Barry’s specialty is helping business leaders break free from the day-to-day and keep their focus on the end goal. His method for achieving this, is to help construct a business model which can run without the leader constantly needing to keep their hands on the wheel, allowing them to build an identity beyond the workplace and more fruitfully retire. By assembling the right team, the results can be far greater and more profitable than individual efforts could be on their own.
In his interview, Barry dives deep on the value of creating a culture of synergy. When done correctly, the sum of the whole can be far greater than its parts. Barry also talks about how exit planning should be viewed like flipping a house - you are aiming to build the best house on the block. By gradually letting go of the wheel and testing the systems you’ve built, you can ensure your company can keep running without you there and thus be more valuable to potential buyers. This information can help not only your business, but also everything about your well-being in life, you don’t want to miss Barry’s expertise.
- 3:39-4:38: Drawing analogies to business using the example of someone preparing for a backpacking trip, as well as pilots.
- 7:29-8:23: Discusses common business goals and “what would it take to make that reality happen?”
- 14:03-15:16: “Corporate structure, in a way, stole the heart and sole of humanity...” and Barry also redefines business.
- 18:54-20:15: Synergy, the sum being greater than its parts, and an analogy to basketball.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Thursday Apr 08, 2021
Kerri Salls - Maximize the Value of Your Business (F3017)
Thursday Apr 08, 2021
Thursday Apr 08, 2021
Kerri Salls is in the business of early exit planning for owners of private and family run businesses.
Wednesday Apr 07, 2021
Linda Yates - The Image of Distinction
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
Monday Apr 05, 2021
Joe Seetoo - An Integrated Approach to Exit Planning
Monday Apr 05, 2021
Monday Apr 05, 2021
With us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals.
In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.
- 5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals.
- 6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely.
- 11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid.
- 17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial.
- 19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.
Sunday Apr 04, 2021
Sunday Apr 04, 2021
In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago.
Thursday Apr 01, 2021
Charles Nenner - Researching the Market (I1317)
Thursday Apr 01, 2021
Thursday Apr 01, 2021
In 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner’s use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984.
Sunday Mar 28, 2021
Sunday Mar 28, 2021
Friday Mar 26, 2021
Jim McComb - Certain Success in An Uncertain Future
Friday Mar 26, 2021
Friday Mar 26, 2021
Jim McComb, a Pathfinder at Wild Card Strategy, is in the business of helping others find certain success in an uncertain future. Wild Card Strategy evolved as he began to work with business owners, and found their biggest problem was dealing with future uncertainties. He specializes in working with leaders to strategically plan, develop, and execute business tactics that factor in plausible wild cards. Jim defines “wild card” as anything, either positive or negative, that may disrupt life as we know it, and therefore change the way we can do business.
Though Jim’s interview has been resurrected from a few years ago, his information is more relevant than ever. The only thing we can be certain of is constant change, and Jim proposes that by identifying possible wild cards, we can plan ahead and prepare strategies for these events ahead of time. The most successful people are able to anticipate the future and get there before their competition does. Jim shares various examples of forethought and innovation that led to revolutions in how we do things, as well as ways of looking at negative change as an opportunity for positive growth. Additionally, Jim shares the one thing that truly drives all business, and how you can find it. Jim’s impressive foresight and wisdom may be the key to growing and adapting your business in ways you never imagined.
- 5:56-6:51: In a chilling moment from the past, he talks of the ebola outbreak and how diseases can potentially affect business in the future.
- 9:13-10:14: Defining success in your own terms as a path to becoming a “winner.”
- 11:52-12:47: “Those who can anticipate the future and get there first are the winners...”
- 12:58-14:13: Describes “The Crystal Ball” - the one thing that will drive all business.
- 17:24-18:40: An example of how to find success despite the negative wild card event happening
- 18:58-19:56: What opportunities may be created by a plausible wild card? Disruption can fuel new ways of doing business - extremely relevant to today’s crisis.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Thursday Mar 25, 2021
Scott Hunter - Unshackled Leadership
Thursday Mar 25, 2021
Thursday Mar 25, 2021
Scott Hunter, President of Unshackled Leadership, helps leaders reach a mindset of success and helps improve communication within the workplace. Originally starting as an engineer studying law, eventually Scott was working as an IP lawyer but couldn’t keep a secretary and lost his wife. He knew something had to change, so he became devoted to learning all he possibly could about improving his communication and life skills. In an effort to turn full-time learning into a viable career, he founded his coaching company, Unshackled Leadership.
In his interview, Scott shares extremely valuable tips for more effective communication. When communicating, we all want to be acknowledged, appreciated, heard, and known, so the most important component of effective communication is being an empowering listener. Scott talks about the importance of turning off your own internal voice, and giving people your undivided attention. To Scott, success is based on having a group of happy, excited people working towards a clear, common vision they’ve all committed to. Scott’s information is vitally important to helping improve your own attitude, as well as employees’ perception of their workplace.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Wednesday Mar 24, 2021
Brynson Smith - What it's like to be a Franchise Owner
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
Brynson is the Director of Franchise Sales at uBreakiFix, an electronic device repair franchise.
He works with:
• Existing uBreakiFix franchisees
• Carrier dealers
• Prospective franchisees
• The franchising industry
Tuesday Mar 23, 2021
Michael Caroff - 4 ways that website design is like songwriting
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Internet marketer Michael Caroff paid his way through college (and a bit beyond) playing clubs and teaching guitar.
He then went to work for the legendary guitar company, Fender, where he started Frontline magazine, a publication he produced for 8 years. Subsequently he worked for The Phelps Group -- a full-service advertising agency -- as an account rep and later a Web production manager.
While at The Phelps Group, Michael launched an Internet marketing and development company, Caroff Communications.
For the last 25 years, Caroff Communications has produced more than 100 Web sites, and done online marketing for clients in a variety of business genres, including law, finance, medicine, retail, nutrition, and a myriad of other fields.
The company specializes in cutting edge responsive websites, as well as SEO (Search Engine Optimization) and PPC (Pay-Per-Click) marketing. As a Google Partner company, they are certified experts in digital marketing strategies and tactics.
For the last 19 years Michael has played guitar for a Santana Tribute band called Savor. His band has performed for audiences as large as 6,000 people in more than 50 different cities in California, Arizona, and Nevada.
Monday Mar 22, 2021
Cameron Christensen and Anthony Faso
Monday Mar 22, 2021
Monday Mar 22, 2021
My guests today are Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. Anthony and Cameron are passionate about empowering families and business owners to create passive income and build wealth without the risks of Wall Street.
A few areas we addressed in this interview:
Three reasons typical financial advice is flat out wrong for most investors • The million-dollar mistake: Why you should never pay cash for real estate • What is Infinite Banking, how to Become Your Own Banker • What is financial freedom and how to achieve it • How to use Infinite Banking in real estate to increase cash flow and pay less in taxes
Sunday Mar 21, 2021
Joe Bertotto -Building Enduring Significance through Your Strengths
Sunday Mar 21, 2021
Sunday Mar 21, 2021
Joe Bertotto of CU Services, LLC, is a consultant who helps develop high care, high performance, and high accountability cultures in the workplace. Joe’s work in this field began 25 years ago and his expertise is in leadership and culture development. His goal is to help leaders create a work environment where employees feel they get to come to work, instead of feeling they have to come to work. While everyone has their own unique strengths, we all can be exceptionally bad at identifying what they are.
Joe shares valuable insight on metrics for measuring strengths and weaknesses, as well as how this knowledge can be used to benefit the company and employees. He also explores the idea that individual well-roundedness may not be as important as we make it out to be. While weaknesses can’t be ignored, cultivating unique strengths can be potentially more fruitful. Joe’s tried and true process of helping coworkers understand, tolerate, appreciate, and eventually leverage one another is indispensable information for anyone who hopes to be a stronger team member.
Saturday Mar 20, 2021
Soyini Coke - Planning Pays: It's Powerful, Practical, and Profitable (C1918)
Saturday Mar 20, 2021
Saturday Mar 20, 2021
Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success.
Wednesday Mar 17, 2021
Chris Larsen - the Holy Grail of Real Estate Investing
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
Chris Larsen is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single family rental at age 21. During his subsequent career in the medical device industry, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
Some of the areas we touched on in this interview:
How losing his father and best friend inspired Chris to quit his quest to become a professional cyclist and become an investor • Using the “infinite banking” concept to establish a family bank and supercharge investments • Why Chris believes multifamily real estate is the “Holy Grail” of real estate investing • How Chris’s background in engineering has influenced his investing • What metrics are most important when evaluating investments
Tuesday Mar 16, 2021
Miranda McCroskey - Is Your Professional License at Risk of Getting Locked Up?
Tuesday Mar 16, 2021
Tuesday Mar 16, 2021
Miranda McCroskey is the founder and lead attorney at Unlock Legal. Unlock Legal is a law firm that focuses on criminal defense and professional license defense for Californian's in trouble with their licensing boards.
Here are a few questions Miranda answered in her interview:
1. What kind of licenses do you defend?
2. What can you do for licensees in trouble with their boards?
3. What differentiates you from other attorneys who do what you do?
Contact Miranda for a Free Consultation - visit www.UnlockLegal.com
Saturday Mar 13, 2021
Jennifer Peek - Exit Strategies for a Supply and Demand Chain Reset
Saturday Mar 13, 2021
Saturday Mar 13, 2021
Back with us again is Jennifer Peek of Peek Advisory Group. She started her company 10 years ago and specializes in aiding female business owners with their exit plan, but today shares useful information for anyone seeking clarity in these uncertain times. As the economy has come to a screeching halt, it can be hard to know when and how it will come back. Jennifer offers some practical examples of adaptation, as well as insight on what we may see in the coming months.
The big question on everyone’s mind right now is “what does the new normal look like?” While no one has a clear answer to this, Jennifer has valuable insight on what we might expect. She shares her observations on the different obstacles faced by service-based industries and product-based industries, as well as predictions of consumer habits. Jennifer also mentions the idea that there may be ripples still to come that we haven’t seen yet. Her expertise is priceless in this unfamiliar economic climate and you don’t want to miss Jennifer’s interview.
Tuesday Mar 09, 2021
Jennifer Katrulya - Mastering Your ROI
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Today’s guest, Jennifer Katrulya, is a Partner at Citrin Cooperman and is considered a pioneer of the outsourced/virtual CFO, advisory, and accounting services space. She is credited with helping hundreds of companies in all phases of growth implement best practices and position themselves for profitable and successful ROI at exit. Jennifer is a nationally recognized strategic and operations advisor for high-growth technology, service-based, and healthcare companies who are committed to choosing to achieve results over making excuses. Welcome to the show, Jennifer!
1. You are a CPA, but you focus on helping companies as a Chief Operating Officer, an Operating Partner, and/or often as part of helping a company with their business development strategy. How did your career evolve, that has led you down these paths?
2. What should a business owner or company do today, if they know they want to build toward the optimal exit?
3. What are you seeing company leaders do right now, that you wish you could change?
Listeners who contact Jennifer on LinkedIn or by emailing jkatrulya@citrincooperman.com will receive a complimentary ROI Mastery Best Practices e-book, and an invitation to our next ROI Mastery Bootcamp, which starts March 22nd.
Monday Mar 08, 2021
Carl Gould - Adapt and Grow!
Monday Mar 08, 2021
Monday Mar 08, 2021
Carl is the coach of all coaches and the mentor of all mentors, having personally trained over 7000 people in the business - more than anyone else in the country! A business growth expert, author, speaker, and serial entrepreneur, Carl’s career started by accident when he broke his leg and dropped out of his undergraduate accounting and finance program. He needed a new path so he turned to what he knew best- landscaping. Carl scaled that business into a 7-figure business and then sold it in 1992. He has now built three multi-million dollar businesses -all before age 40. Carl has mentored CEOs of some of the biggest companies out there including Walmart, IBM and the US Army. He has also authored 3 best-selling books on business strategy and growth (most recently Biz Dev Done Right). Carl is married with three children, lives in New Jersey, and co-hosts the Quit & Get Rich radio show.
In this interview Carl shares a wealth of knowledge about how to adapt during COVID and how to increase your business value!
Saturday Mar 06, 2021
Marty Jacknis - Opportunity Blindness
Saturday Mar 06, 2021
Saturday Mar 06, 2021
Marty Jacknis, President of Opportunity Maximizers, Inc., is a highly rated professional speaker, author, entrepreneur, and trainer who helps individuals and organizations gain and maintain a competitive advantage in their chosen markets and endeavors. He’s previously worked for companies like IBM and has worked among the top business leaders in the world. Marty’s life was changed when he realized he needed to figure out why what he was doing was working, and he became proactively introspective. Marty has experienced first-hand the value of identifying and seizing opportunities.
In his interview, Marty talks about self-limiting belief systems and how often you can do things just because you didn’t know they couldn’t be done. Marty also mentions a few ways to find new opportunities right away. Looking at the whole picture, rather than just one department, is also essential according to Marty. He shares various tried and true methods for improving negotiation and collaboration. The minute we slow down, our competition will catch us, listen to Marty’s interview for ways to constantly innovate and take advantage of new opportunities.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Friday Mar 05, 2021
Mike Goodfriend - Make a Difference in Leadership
Friday Mar 05, 2021
Friday Mar 05, 2021
Click here to read this episode's transcript.
Mike Goodfriend, President of Goodfriend & Associates, is a teamwork engineer, leadership coach, and a meeting facilitator. Mike has always considered himself a student of strategy, teamwork, and leadership. He now trains teams to leverage these skills in order to mine and uncover business opportunities. Mike and his team bring some fun competition into their methodology in order to foster growth within organizations.
In his interview, Mike describes the ways in which he helps teams become more cohesive and seize new business opportunities. Mike explains the unique team development workshops he hosts, which he calls “Teamwork Sharks.” He discusses how this helps people discover new ways of identifying and presenting business opportunities. He also shares the importance of detailed data analytics. An effective company will have strong values from the top down, so be sure to tune into Mike’s tips on how you can refine your leadership team.
- 3:00-4:07: Using data analytics effectively can be a game changer, like in Major League Baseball.
- 9:23-10:28: Introducing Teamwork Sharks Leadership Development courses as a way to teach effective business plan presentation and encourage strategic thinking within leaders.
- 11:42-12:32: An overview of Mike’s strategies for leadership coaching.
Thursday Mar 04, 2021
Tony Martignetti - Which Mountain Are You Climbing and Why?
Thursday Mar 04, 2021
Thursday Mar 04, 2021
Tony Martignetti is a leadership coach, entrepreneur, idea generator, and people connector. He brings together practical experience, formal training, and extreme curiosity, to elevate leaders and equip them with the tools to navigate through change and unlock their true potential.
He loves guiding people to find clarity in their lives, so they are energized, fully present, and unstoppable. When leaders unlock their potential and lead from a place of inspired purpose, they impact and inspire everyone around them. He has dedicated himself to helping people live an inspired life.
Before becoming a coach, He was a finance and strategy professional with experience working with some of the world's leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company.
Tony is the host of The Virtual Campfire podcast and is currently writing his first book, "Climbing the Right Mountain: Navigating the Journey to An Inspired Life."
Wednesday Mar 03, 2021
Chris Dedeyan - Transition Steps
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Christopher is a peak performance expert and professional speaker, who has devoted his life to helping high-achievers manage stress, increase productivity and have more energy.
Here are several questions/topics Christopher answers and addresses in this interview:
1. How have you been able to transition from a real estate career to professional speaking and coaching successfully?
2. How have you been able to overcome your Learning disability (education system)?
3. How to hit your personal peak performance levels.
4. How to manage stress, increase productivity and have more energy.
5. Common mistakes people make when trying to transform their life.
https://www.christopherdedeyan.com/en/coaching/