Exit Coach Radio

Judith Defeo - Are Your Books Cloudy?

Judith is passionate about the freedom and opportunities she brings to her clients. With 20 + years of financial industry experience, there’s no one better positioned to help small to mid-size businesses leverage the power of cloud accounting software to help ease their accounting burden. Judith spent 15 years with Goldman Sachs in New York, eventually serving as Vice President in their Global Treasury and Banking Division. She is an Advanced Certified ProAdvisor for QuickBooks.

Some of the areas we covered in her interview:
Looking Back on the Last Decade of Cloud Accounting • Take the Leap, Using Cloud Accounting to Increase Efficiency. • The 10 Biggest Money Leaks in Your Accounting System • Protecting Your Business From Fraud, Scams, and Theft • 5 Money Habits Every Business Owner Should Practice Daily

All Star Review #7 - A composite of brief guest clips

We hope you enjoy this 10 minute composite of Guest interview excerpts!

 

Click here to start your free exit-readiness assessment

 

Kathy Dawson - Making a Difference One Job at a Time

Kathy Dawson, esteemed Provisors member and CEO of Dawson & Dawson, is passionate about getting people into the right job and is a sought after talent broker. She’s been in the Search and Staffing industry for over 35 years and is a Certified Staffing Professional. In 2008, Kathy started her company in order to create a one-stop shop for employment service. Kathy has helped thousands of business owners hire the right employee at the right time, and aims to make a difference in people’s lives one job at a time. 

In her interview, Kathy shares valuable information for both business owners and individuals. She discusses some new practices coming to life due to Covid regulations, as well as potent insight regarding the economic outlook from her industry-agnostic perspective. Kathy explains why it is essential to see people as individuals with unique skills in order to find their best fitting job. Impactful hiring can and should be mutually beneficial, and a positive attitude goes a long way. Kathy’s giving spirit and deep wisdom on this subject cannot be missed.

1-Minute Sections:

• 5:29-6:36: Many people become entrepreneurs by identifying a need and starting a business which addresses said need - this is how Kathy started Dawson & Dawson.
• 10:47-11:57: New programs and job placement related to new Covid practices.
• 13:17-14:16: Status of the current economic outlook and unemployment statistics.
• 16:21-17:36: Valuable wisdom for entrepreneurs from Kathy’s 30+ years of experience. 
• 18:31-19:30: 10% of Kathy’s business’ budget goes to people who need help without a fee.

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!

Leslie Groene - Strategies for Navigating Sales During Crisis

Leslie Groene, President of Groene Consulting, is a Sales Coaching Consultant who provides the tools needed to enhance sales team skills and effectiveness. She serves as an industry agnostic, outsourced sales manager and trainer and has worked with many big companies. Leslie is extremely passionate about helping others create organic revenue growth. She has valuable information on how salespeople can and should continue despite the larger crisis. 

In her interview, Leslie discusses why it is essential to understand the needs of your client. She also highlights the importance of knowing the long term value of your customers rather than just being focused on a one-time sell. Leslie suggests we now must shift from being sales representatives, to being resources for our client in order to help them remain in business through these challenging times. People need to feel understood before they will listen to you, and everyone has been impacted differently - intentional empathy is critical right now. Leslie’s tips are extremely useful to anyone trying to understand how to communicate during the ongoing crisis.

1-Minute Sections: 

• 3:12-4:31: Long-term relationship selling by thoroughly understanding your client.
• 6:21-7:32: Speaks about strategies to use in this uncertain time of crisis and keeping focus on the clients.
• 9:59-11:10: Take the approach of finding your clients’ needs and find where you can help.
• 11:30-12:37: Identify what you can bring to the table to help your client remain in business, and other different things you can do now.
• 17:24-18:22: Identify your perfect client, consider your new prospects, and keep your existing clients. 

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!

Jessica Wilson - Certified Peaceful Bookkeeping (D2418)

Jessica Wilson, Owner of Ohana Bookkeeping, shares how she strives to make Bookkeeping minimally disruptive and ultra effective for business owners. 

 

Please share this interview with your Social Media contacts!

 

Harley Bjelland - Have You Made Illegal Promises to Key Employees? (E1118)

 

Harley Bjelland of www.TheErisaLawFirm.com is an experienced ERISA attorney. He shares some examples of Executive Compensation practices that he sees regularly that may be illegal under current IRS Section 409A and strategies to retain and reward key employees.

 

Gary Johnson: Tactics to Get More Quality Referrals (E2318)

Gary Johnson of J2 Marketing helps attorneys get more profitable clients. With over 20 years of sales and marketing experience, Gary builds strategies and offers simple solutions for attorneys to grow their practice by bringing in ideal clients. In this interview Gary shares valuable ideas for getting more referrals that can be used by anyone.

 

Please share this interview with your Social Media contacts!

 

Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz

 

 

 

Nicole Nuzzo - Family Law Resources During COVID

 

Nicole Nuzzo, Attorney at Bremer Whyte Brown & O’Meara, joins us today with insight on how family law has been affected by COVID. Nicole is a certified family law specialist and has been named one of the top 10 attorneys in California by the American Institute of Legal Counsel. She believes in open, honest communication, and engages in assertive, thoughtful, and compassionate representation. Times are changing rapidly, but Nicole is still finding ways to help families find creative solutions to settle. 

Nicole shares extremely valuable resources to anyone struggling to deal with settlement or support amid this crisis. While the world has, in some ways, stopped entirely, domestic disputes have not, and still need to be addressed. Despite courtroom shutdowns, Nicole details various alternatives to reach a settlement - and likely save you money in legal fees as well. Courts may be far from reopening, but filing a motion may prove valuable in terms of retroactivity. If your life is unraveling due to a family law related dispute, it can be especially confusing and daunting during a pandemic, but Nicole’s resources and expertise will provide some much-needed guidance.

1-Minute Sections:

• 5:43-6:48: Discusses some of her core beliefs, including exploring mediation before litigation.
• 7:49-8:52: How the COVID shutdown is affecting court-ordered support.
• 12:52-13:46: Discusses her COVID resource page full of FAQs regarding family law.

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!

Dr. Jerry Kornfeld - The Solution Within

Frequent guest and riveting speaker, Dr. Jerry Kornfeld shares the latest in medical information about strategies that can help you improve your outlook on life.

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

Ken Queen - Income for Baby Boomers

Ken Queen hosts the popular podcast "Income for Baby Boomers" on iTunes. In this interview he discusses how Baby Boomers can develop income and the concept of "Riches and Niches".

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

Bill Black, Host of the Exit Coach Radio Show, is a Certified Exit Planner and President of Exit & Retirement Strategies, Inc, a planning firm that develops written Exit and Succession plans for Business Owners so they are remembered for their planning (instead of their lack of planning). He can be reached at (866) 370-3774.

Dierdre Maloney - Building Bliss (G2017)

Dierdre Maloney, President of Momentum, LLC., is a “bliss-builder” who helps people live a more authentically happy and successful life. She has a storied background and is also a published author and national speaker. Dierdre’s approach is largely based on what she calls mildly audacious leadership, and she shares leadership lessons that people don’t usually talk about. She knows from experience that being a leader can get lonely, and it is important to develop ways to thrive in all aspects of life. 

In her interview, Dierdre discusses the necessity of authenticity. Authentic living means more easily connecting with others, being very comfortable with yourself, and being aware of your own limitations. Dierdre speaks of the importance of having a trusted circle of people for meaningful feedback, and also identifying leaders you admire to model yourself after their example. Striving to be someone that others aim to model themselves after can help you and your business thrive. Listen to Dierdre’s expertise to jump start your well-being.

1-Minute Sections: 

• 3:56-4:51: Be willing to be who you are and say what others won’t say, it is refreshing to others.
• 6:22-7:12: The correlation between living authentically and success. 
• 14:19-15:19: Talks about the importance of making sure employees feel heard in a company.

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!

Miranda McCroskey - Your Professional License is at Risk

Miranda McCroskey of Unlock Legal shares her experience and precautions for Professionals of all kinds.

 

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

 

Hattye Knight - Against Company Policy (K2917)

Hattye Knight, is a Human Resources professional, published author of Against Company Policy, a HR suspense novel, speaker, radio show host, and trainer. She is going to speak today about an employee relations issue on conducting a fact finding investigation.

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Sven Buncher - Options & Alternatives for Divorce

Sven Buncher of Buncher Law Group shares tips from his extensive experience in helping negotiate high asset divorces.

Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here

Kelly Finnell - The Impact of the Coronavirus Pandemic on Exit Planning.

Kelly Finnell is an attorney and the president of Executive Financial Services, a national ESOP consulting firm. Kelly is also the author of the highly acclaimed book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning." 

Today, we discussed the following questions:
1. What has been the impact of the coronavirus pandemic exit planning strategies?
2. What are the key indicators of a situation where an ESOP might be an appropriate exit planning strategy?
3. what is the process for determining whether a company may be a good candidate for an ESOP?

Kelly is offering a free copy of his book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."

Brent Pasqua - Financial Planning & Exit Planning with Business Owners

Brent is the founder of RPA Wealth Management. RPA is a fee only financial planning firm that specializes in working retirees and business owners. They are based out of rancho Cucamonga, CA and the company was founded in 2013.

Here are questions we focused on today:
Why do you specialize in these types of clients?

What does the process look like when working with business owners? 

Why are you fee only and why is that important to clients?

Special offers:
Download our ebook on our website 
Listen to our podcast at retirementplanplaybook
Schedule a complimentary phone call on our website

Tim Foster - Family Business oriented planning

Tim Foster shares valuable tips from his 40+ years of working with business owners - and some lessons he has learned from leading his own family business.

Al Zdenek - Plan Your Life and Business for How to You Want to Live Now and in the Future!

Speaker, author and entrepreneur Al Zdenek has empowered tens of thousands of people to live the lives they want now and in the future by demystifying the concepts surrounding personal finance. As a nationally recognized wealth advisor, Al’s repeatable processes and common sense approach has helped his clients make the 100% correct financial decisions all of the time.

 

We discussed the following questions and more:
1.    Why should an entrepreneur or business owner plan their business around what they want in life? 
2.    How does a business owner/entrepreneur begin make sure to plan the business around how they wish to live now and in the future?
3.    How did you reach financial independence by living the life you wanted to live?
4.    What three pieces of advice would you give to someone to achieve this?

Having a Championship Team of experts by your side is the first step towards consistent and powerful wealth generation. Learn simple, common-sense steps for building a team of A-players with Al’s free online mini-course.

These 8 videos, with worksheets, will help business owners and everyday people alike to begin to master their cash flow, finances, and achieve life they want now and into the future.

Ksenia Muench - Keep calm: I'm your insurance Advisor

Ksenia Muench of Wood Gutmann Bogart Insurance Brokers shares valuable insights about reviewing, understanding and insuring your risks as your life and lifestyle changes.

 

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!

 

 

 

Michelle Tillis Lederman - How Relationships Drive Business Growth

Michelle Tillis Lederman, CEO and Founder of Executive Essentials, is a Communications and Likeability expert. Formerly managing business loan allocations, Michelle realized that most business owners don’t understand the value of likeability, and wanted to explain how they could leverage their relationships to help business growth instead. This led her to start Executive Essentials, where she creates custom programs, uniquely tailored to each business, geared to aid in growth. Michelle has seen firsthand the value of likeability and how it directly correlates to the bottom line.

In her interview, Michelle explains why likeability and cultivating meaningful relationships are so valuable. People will pay a premium to do business with someone they like, over cheaper or better services. She highlights the importance of authenticity, and the notion that everything you do in business must be from an authentic place. In addition to sharing a few laws of likeability, Michelle also offers some tips on asking better questions that lead to more fruitful responses. Being liked and being respected are not mutually exclusive, Michelle’s information will help you achieve both and drive up business growth.

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!

 

 

Tim Carlin - An Extraordinarily Ordinary Life

Tim Carlin, Colonel United States Army retired is a Certified Financial Planner and Certified Exit Planner at V Wealth Advisors.  On September 15th Tim is publishing his first book available on Amazon, An Extraordinarily Ordinary Life,  Life Lessons by Tim Carlin where Tim draws on his past experiences to give readers a crash course on facing lifes challenges and seizing its opportunities.

Questions we discussed:
1. What led you to a Financial Service career?
2. Why did you get certified in Business Owner Transition Planning?
3. Why did you write your book?

Joel Dobrin - Getting the Most out of Cost Segregation

Joel Dobrin  joined me Cost Segregation Initiatives.  A true and still somewhat underutilized "Hidden Gem" of the Tax Code - Cost Segregation is a powerful strategy available to owners of commercial and residential rental property.   It can also be applied when improvements are being made to existing or older properties.  Enhancements made in the 2017 via Tax Reform and recently by the Cares Act have added key things that owners should be aware of.   

Questions we discussed:
1.  Who can benefit most from Cost Segregation?
2.   Is there a building cost basis threshold needed for this to make sense?
3.   Seems like more people are involved in this, some promoting Cost Seg and a host of other services, is there a difference in providers and what should one look for?

Joel will provide a no cost / no obligation benchmark overview assessing and illustrating potential tax savings benefits.  
Please feel free to call him at 805-680-3834 or email joel@costseginitiatives.com to discuss.

Kerry Heaps - How to Book More Speeches

Kerry Heaps from Book.Speak.Repeat shares great tips to help you book more speeches.

Ryan Coon - Taking the Path Toward Entrepreneurship

Ryan Coon started out as an investment banking associate at BMO Capital Markets, then left this high paying job to travel, taught himself to code and launched a tech startup called Avail, an all-in-one software solution designed for DIY landlords that is now used by more than 600,000 landlords and tenants across the US. He is passionate about hustling and building wealth while remaining strong-willed and purposeful and wants to help others to do the same.

 

What we discussed:

• What it takes to leave a high-paying job and build a business from nothing.
• Everything you need to know about building a software as a service (SAAS) company: from coding to partners & everything in between.
• Why persistence is key in running a venture capitalists (VC) backed start-up.
• How to stay positive & keep investing in yourself

Jeff Prager - The Cash Flow King

Jeff Prager, co-founder of The CFO Project, is the Cash Flow King. His company has one purpose: to help you make more money. “We created a system where we go through your numbers on a monthly basis and show you what to look at, when to look at it, how to interpret it and what to do about it. And, best of all, you don’t need to understand accounting or finance.” 

Jeff’s breadth of experience is remarkable and extremely valuable to entrepreneurs. He’s been a CPA for over 40 years, so he understands all the confusing numbers stuff. But he’s also an author, speaker, and life-long entrepreneur, not just some paper pusher. 

He has been a former CEO/CFO and owner of several successful multimillion-dollar companies. He was: 
•    One of the founders of Ashworth Golf Clothing
•    The CFO/partner of a large land development company
•    The owner of Strauss Homes, which was once rated as the second largest privately owned home builder in Colorado and in the top 100 privately owned companies of Colorado (2003). 
•    Jeff has helped dozens of businesses become stronger over many many years of entrepreneurship, and business development.

Because of his vast experience as both a CPA and a business owner, he has a firm grasp on the challenges businesses face whether they’re start-ups or seasoned pros. He's great at simplifying the numbers and an expert at providing a clear road map to improved profitability and cash flow.

QUESTIONS WE COVERED:
What are the reasons a lot of businesses aren't profitable? 
Why don't business owners have more freedom ?
What are the 5 steps to break this cycle?

Contact information: jeff@theCFOProject.com.  We offer a free right-fit call: https://thecfoproject.com/rightfit-jeff/ and we are finishing up a new book called "Make More Money; The business Owner’s 5 step plan for bringing home more cash".

Vince Mastrovito - Family Alignment

Today Vince and I discuss "Family Alignment" - what it is, how to get it, and what it feels like when it's in place.

To contact Vince, visit www.PrometisPartners.com

 

Rick Terrien - Exploring Entrepreneurship In The Second Half Of Life

Rick Terrien, author of the new book Ageless Startup: Start a Business at Any Age, describes how older workers can plan and launch small, independent businesses of their own to build more financial and personal resiliency into their lives

QUESTIONS WE DISCUSSED

• What are the biggest impediments older workers face when considering entrepreneurship?
• What are the key steps to take for those considering entrepreneurship in the second half of life?
• What is the key takeaway from your book?

The book (Ageless Startup) is available at Amazon, Barnes and Noble, BookShop, IndieBound and many others, or visit www.ageless-startup.com

James Bean - The Advantages of a Tax Deferred 1031 Exchange

 

James Bean of SVN - Rich Investment Real Estate Partners, is a seasoned commercial real estate investment broker who specializes in wealth preservation and wealth transfer through the advantages of a Tax Deferred 1031 Exchange.

 

Here are some of the main points we discussed:
What is a Sale Leaseback?
What are the benefits of a Sales Leaseback?
Can a business owner who owns their real estate use a Tax Deferred 1031 Exchange to relocate and expand or to "right-size" their foorprint?

James offers listeners a Complimentary Broker Opinion of Value on any one of their commercial properties.

Darrell Amy - Tuning up Your Revenue Growth Engine

Darrell is passionate about helping great companies grow revenue. He’s the author of the best-selling book Revenue Growth Engine, How To Align Sales and Marketing To Drive Accelerate Growth. He’s the host of the Revenue Growth Podcast on the C-Suite Radio Network and the co-host of the Selling From the Heart podcast. He’s a member of the Forbes Business Council and a C-Suite Advisor. As a Revenue Growth Strategist, he gets behind the scenes, rolling up his sleeves to help company owners, sales leaders, and marketing teams build revenue growth strategies. 

 

We discuss:
How companies can adjust their marketing and sales strategies to succeed in the post-COVID economy • The law of exponential revenue growth • How to set aggressive but realistic growth goals • What companies can do to finally achieve marketing and sales alignment • Why inbound marketing may not be the best strategy for many B2B companies - and the better alternative • The two most important metrics for B2B companies to gauge success

Rich Cocuzzo -Unique Sales Ideas for Unique Times

Rich Cocuzzo is the Founder and President of Sales Velocity Advisors. Providing sales consulting and fractional sales leadership services, Rich helps companies build or lead sales teams to accelerate business growth.

​Here's what we focus on in this interview:

1. How are you helping companies pivot and adapt due to the business disruption caused by COVID?
2. How are companies navigating the change to a virtual Buying & Selling environment?

Special Offer: 30 minute free consultation to discuss how to get back on track and achieve your revenue goals for 2020.

Vince Mastrovito - Maintaining Growth in Tough Economic Times

If you've listened to the show for any length of time, you'll recognize Vince as a steady source of great business advice. Today we discuss the answers to the following questions:

 

What do most business owners do when the economy drops?

What has history provided us to help owners?

What are some of the key areas to focus on when the economy drops?

Pete Walsh & Marc Ottestad - Peaceful and Prosperous Relationships in Family Business

 

Today we have two guests from Family Business Performance Center, Pete Walsh and Marc Ottestad. Marc has been working primarily in the Christian leadership development space and is a prominent Convene member. Before moving into coaching, Pete had dealt with a lot of firsthand pain and frustration working in a 90 year old family business. They both seek to smooth out the tender familial relationships and lead families to lasting peace and prosperity. 

 

In their interview, Marc and Pete discuss some of the strategies they use when coaching. Their model is based on intentional practice and rehearsal, citing the NFL as an inspiration. They discuss the importance of having an objective voice in the room when dealing with issues within a family. At the end of the day, we all want to have success in our home and business lives, and if these two areas intersect, be sure to tune into Marc and Pete’s expertise. 

Vince Mastrovito - Evaluating Business Expenses

Back with us once again is Vince Mastrovito, Exit Planner at Prometis Partners. Vince is a serious succession planner: he’s a certified business exit consultant, CBEC, a certified exit planning advisor, CEPA, a certified value builder, CVB, a certified disc plus coach CDVC, and 2019 Member of the Year at the Exit Planner Institute. He brings enthusiasm to finding creative solutions for each of his clients and helps them understand and identify what their value is to move them forward. Vince offers some ways to increase business valuation by lowering your bottom line. 

 

In his interview, Vince discusses the importance of evaluating your business expenses, especially during COVID. He outlines some areas that may seem small but can add up to big savings on your bottom line. Vince also discusses why it is crucial to separate business expenses from personal expenses. He also suggests getting your debt taken care of well before planning an exit, as it can prolong the succession process. Lessening your expenses and debt can make the transition out of your business easier, so don’t miss out on Vince’s valuable insight.

 

1-Minute Sections: 

• 4:59-5:57: How you can generally cut down on overhead costs by examining small-medium sized day-to-day expenses.
• 6:26-7:26: COVID and cash burn rate in relation to profits and losses.
• 9:03-10:05: Evaluating technology tools and productivity.
• 15:36-16:31: How overuse of discretionary expenses can bring the value of your business down.
• 17:10-18:12: Business owners need to distinguish between business expenses and personal expenses.

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!

Paul Wirth - How to Inspire Client Loyalty

Paul Wirth, Founder and Chief Facilitator at CEO Axxess, is in the business of helping companies create clients for life. Originally trained to facilitate CEO round tables, he now has over 35 years of experience, from working with start-ups to Fortune 500 companies, and so much more. 68% of clients will leave due to indifference, and it costs 6-7x more to get a new customer than it does to retain an existing one. These statistics can be daunting, but Paul has crucial strategies for keeping your clients on board.

 

In his interview, Paul discusses the client experience and how it relates to their retention. While technology can aid, creating a unique experience for customers is key to get them to keep coming back. Paul explains the EOS Software and how it can contribute to customer loyalty and he also shares practical examples of companies that do this right. Paul also dives into the importance of being a part of Mastermind Groups and how they contribute to heightened success. In our time of commodity-based economy, it is crucial to cultivate a unique customer experience, and Paul’s knowledge will help you do just that.

 

1-Minute Sections:

• 4:06-5:05: An overview of EOS and what it can do.
• 7:09-8:23: Why it’s so important today to create client loyalty.
• 10:35-11:39: Technology can help, but creating an experience is key.
• 13:50-14:56: The important role of Mastermind Groups.
• 19:43-20:55: How CEO Axxess helps businesses develop by forming Mastermind Groups.

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!

 

Landon Yoshida - The Planning Everyone Needs

 

Click here to read this episode's transcript.

 

Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs. 

 

In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.

 

1-Minute Sections:

• 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.
• 10:48-11:56: Can you actually retire nowadays or will you have to get another job?
• 14:09-15:18: How to make the plan actually work and how it engages the next generation.

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!

 

 

 

 

Julia Wuench - Career Coaching and Connections

To Read This Episode's Transcript: Click Here

 

Julia Wuench, Founder of The Authenticity Guide, and Contributor to Forbes, is passionate about helping her clients find more fulfillment in their work life. She does this by introducing more human connections, both externally and introspectively. The Authenticity Guide is a career coaching firm that specializes in problem-solving in the business world. Julia focuses on a more human-centered approach, utilizing tools like connection, communication, and collaboration. 

 

In her interview, Julia discusses the extreme value of human connection. She related this to the current COVID crisis and how you can improve your connection, both to others and yourself. Julia shares some ways she’s helped people pivot their careers to a passion they can monetize, regardless of age. She shares valuable advice for anyone who is unhappy with their work-life, as well as a generous offer for our listeners. Do yourself a favor and listen to Julia’s advice on how to boost your connection and fulfillment.

 

1-Minute Sections: 

• 3:47-5:00: The significance of human connection in the business world.
• 5:44-7:02: COVID and its effect on connections - why we must be intentional.
• 7:51-8:46: How to connect during COVID time whether you are thriving or struggling.
• 10:49-11:30: Career changes late in the game, you can monetize your passion.
• 13:30-14:39: Two pieces of advice for anyone who is unhappy with their work life.

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!

 

Eileen Stephens - Taking Over and Growing Your Business

Eileen Stephens is a Consultant at Culture Index who is an expert at assembling successful teams. She is in the business of helping business owners put together a strong team that will help them both take over their business and allow it to grow in the future. Using proven assessment tools, Eileen helps make sure people are in the right seats on the metaphorical bus. As Baby Boomers are exiting the workforce, it’s crucial we prepare the next generation to fill their seats. 

In her interview, Eileen shares tips regarding business succession and the importance of making good choices regarding leadership staff. She shares relevant examples proving the wrong choice can be a costly one, as well as ways to avoid bad decisions. Eileen also talks about family members and their potential role in business succession. She shares assessment tools that will help ensure everyone is in a position that fits their skills and will help everyone thrive. Eileen’s tips could make or break your transition process, be sure to listen to her valuable knowledge.

1-Minute Sections: 

• 8:35-9:33: It’s easy to hire someone persuasive, but making the wrong choice can be more expensive than you think.
• 10:38-11:40: Tips for getting the highest payout when you decide to sell.
• 14:34-15:24: Your child may not be the best fit for running the business - not doing anyone any favors if you put someone in a role they aren’t wired to do.
• 17:00-17:45: Most people want to do a good job and are aware of their own strengths.

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! 

Peter Tentler - Is a Reverse Mortgage Right For You?

To Read This Episode's Transcript: Click Here

Back with us again is Peter Tentler, Certified Reverse Mortgage Professional and Owner of Independence Reverse Mortgage Solutions. Many of his clients introduce him as "The Financial Locksmith®"​ because he can unlock the equity in your home and help secure your financial future. While reverse mortgages may have a negative stigma, Pete knows this isn’t true. He’s been helping people unlock their wealth since 1994 and carefully listens to each client’s individual needs in order to best assist them. 

In his interview, Pete gives a comprehensive overview of when a reverse mortgage might be the right solution for you. He dispels some myths regarding reverse mortgages and explains why it may be the first time you get excited about higher interest rates. Pete talks in detail about credit line growth rates associated with reverse mortgages. He also shares some case studies where reverse mortgages overwhelmingly helped families. In a time where the market is down but you still may need to leverage your liquid assets, understanding this tool is both relevant and powerful. Be sure to tune into Pete’s interview.

1-Minute Sections:

• 3:06-4:05: Some of the biggest myths in reverse mortgages.
• 6:48-7:54: Features of reverse mortgages and their relevance in Covid times.
• 13:01-14:11: “The Sandwich Generation,” and when you should consider a reverse mortgage.
• 16:25-17:35: A case study of a couple wanting to downsize while still having a large mortgage.
• 20:22-21:39: Anecdote explaining to an attorney how reverse mortgages can save people’s livelihood.

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

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David Greco - Protecting Your Business and Family From Probate

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David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown. 

In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise.

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

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Bill Ross - The Fitness Puzzle

Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education. Bill was ahead of the curve on utilizing 30 minute workouts, and has plenty more cutting edge philosophies on nutrition, habits, and exercise to improve your fitness and well-being. 

In his interview, Bill describes his tested theories on what he calls “The Fitness Puzzle.” While we have been conditioned to think of calories as the key player in fitness, there are actually many other factors involved which must remain in balance with one another. Bill explains what happens to our bodies when we exercise and why 30 minutes is the ideal amount of time. He also dispels some myths about caloric intake and explains the science of how our bodies metabolize energy. Bill shares the key to proper health and why it's more important to control how we eat rather than what we eat. With Bill’s advice, you will have the tools to unlock a lasting happy, healthy, and successful lifestyle.

1-Minute Sections: 

• 3:42-5:02: The truth about exercise and what it does to your body.
• 6:09-7:17: Dispelling myths about calorie intake and their role in metabolism. 
• 10:16-11:28: Weight regulation is not about what you eat, but how you eat.
• 17:32-18:35: The role of enzymes in digestion, and how processed foods impact this system.

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

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Loreen Gilbert - WealthWise Financial Services

Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices. 

In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.

1-Minute Sections:

• 3:18-4:35: Status of the market and what investors should be looking at now.
• 12:08-13:05: 10 year goals for WealthWise and financial service industry.
• 14:09-15:01: Importance of building a collaborative team spanning across various disciplines.

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

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Eric Seropyan - Essentials of Search Engine Optimization

Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses. 

In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.

1-Minute Sections: 

• 2:02-2:56: What is Search Engine Optimization and why is it important?
• 3:30-4:34: Discusses metrics which Google uses in Search Engine Optimization.
• 7:07-8:13: Optimization requires getting the attention of both Google and the person clicking to your site.
• 14:18-15:16: The next iteration of marketing is driving people to take digital action.

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

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Ben Krueger - Fundamental Principles of Podcasting

Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.

In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.

1-Minute Sections: 

• 7:25-8:42: Why now is a great time to start a podcast.
• 9:42-10:43: People may not start a podcast because they want to do it right. 
• 12:43-13:54: The value of having the proper mindset when starting a podcast and how you can attain said mindset.
• 17:28-18:32: Why you should definitely start a podcast even if there are already shows on your chosen topic. 

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

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Ryan Skinner - Life insurance and Annuities in Exit Planning

Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live comfortably when retired. 

In his interview, Ryan shares a variety of reasons why business owners can benefit from using insurance policies. There are so many different types of insurance policies, and it is crucial to use a competent professional who can build a plan that best fits your needs. Careful planning can protect and create a legacy for your loved ones. Ryan truly puts people first in his work, tune into his expertise for an overview on how insurance can impact exit planning.

1-Minute Sections:

• 7:53-9:01: Comments on the many reasons why business owners should use insurance policies.
• 12:34-13:22: People who fail to plan are planning to fail - importance of estate planning. 
• 15:18-16:33: Using life insurance to plan a legacy for your loved ones.
• 16:50-17:45: Discussing his book “Taking Stock: Protect Your Wealth and Create Reliable Income for a Happy and Secure Retirement”

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

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Alison Gokal - Contingency Law: Equal Access to Lawyers No Matter Your Current Socio-Economic Status

Alison Gokal, of Gokal Law Group, Inc. is a Personal Injury and Trust Litigation Attorney and Provisors member. She is a self-proclaimed warrior for the injured and wronged, seeking to bring justice through litigation. After experiencing trauma caused by a manufacturer’s negligence as a child, she has made it her personal mission to ensure manufacturers are held accountable and aims to right their wrongs with all means available. Alison uses a business model which enables her to provide justice not only for those with the means to hire an attorney, but for anyone who has been wronged. 

In her interview, Alison speaks to the importance of justice. If a business or individual has put their own greed and interests over the safety and well-being of people, they must be held accountable. Alison knows they can’t undo what happened, but knows they can ensure it won’t happen again. She provides useful tips for what you should do if you may have been wronged by a manufacturer and identifies patterns that may reveal a misuse of trust funds. If you understand your rights, you’re able to be a better advocate for yourself, so don’t miss out on Alison’s valuable information.

1-Minute Sections:

• 4:53-5:53: An explanation of the episode topic title.
• 6:35-7:47: Alison explains that she seeks to provide justice and not clog up courtrooms with litigation.
• 12:51-13:47: Patterns to look for in protecting a trust fund.

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

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Karen Sparks - Divorce and Finances

Karen D. Sparks, CDFA, Provisors member, and Owner and Founder of Divorce Financial Strategists, has valuable insights to share regarding the divorce financial analysis process. Before starting her own practice, Karen noticed too many people questioning the choices they made during the divorce process and sought to provide a solution. The goal of her practice is to eliminate the “whys” that may follow a divorce. In particular, she highlights how working with a CDFA will help to provide education and sound strategies that will help you avoid divorce remorse.

If you or someone you know is contemplating divorce or currently in the divorce process, Karen’s interview is for you. Karen outlines the full-scope of the divorce process and why starting with strategic financial planning is essential. Everyone’s situation is unique, and Karen does not take a cookie cutter approach in finding solutions that work for everyone. In a life-changing situation such as divorce, you need a grounding, neutral, expert voice to guide you through the process. Getting a handle on your finances first is essential to the rest of the process, and if you or someone you know is going through a divorce, be sure to learn from an expert like Karen.

1-Minute Sections:

• 7:53-8:44: Three things she prioritizes in her practice.
• 10:34-11:41: Importance of planning in a divorce and full-scope of divorce process.
• 15:33-16:33: Discusses some areas where her work intersects with other aspects of law - collaborative law.

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

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Lauren Mullee - All About Marvin Actions

 

Back with us again is Lauren Mullee, Attorney and Partner at Buncher Law Corporation. She specializes in Marvin Actions, or non-marital cohabitation cases. With the rise in popularity of non-marital cohabitation, this information is likely very important to you or someone you know. There is a lot of confusion regarding Marvin Actions and Lauren is here to clarify.

In her interview, Lauren outlines the origin of Marvin Action and compares this field to family law. The laws that apply to married people do not necessarily apply to those who have amassed an estate while cohabitating and unmarried. Despite the vagueness of the law in these situations, Lauren knows firsthand that there still may be disputes to settle. Lauren always keeps her clients’ bottom line in mind and shares some ways to settle outside of the court system. Until changes are made to the law surrounding non-marital cohabitation, a strong and knowledgeable advocate like Lauren is essential in these situations.

1-Minute Sections:

• 3:56-4:56: A brief background of Marvin Action and its origins.
• 13:20-14:23: The differences in legal meaningfulness for non-marital agreements vs. marital agreements.
• 18:06-19:23: What would need to happen for law development of non-marital cohabitation cases.

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

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Craig Maloney - 7000 Channels, Find Yours

Craig Maloney of EverythingOnline, LLC understands the internet, digital integration and how to get the most out of all of it for your business.

 

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Steve Chevarria - Building a Culture of Health (A2018)

 

 

 

 

 

 

 

Steve Chevarria, CEO of Pansalus Consulting, works to cultivate productivity and a culture of well-being in the workplace. With his background of sports therapy and wellness coaching, Steve saw a great need for improved workplace culture. Steve and his team of behavioral engagement experts work with businesses to inspire positive changes across all levels, aiming to surround employees in an environment that naturally facilitates health and productivity. Employees who are healthy and productive contribute to business growth. 

Healthcare is the number one rising cost in businesses, and preventative healthcare is far more affordable than reactive healthcare. Steve shares examples of how he gives purpose to changes to help them stick long-term. He discusses the importance of meaningfully listening to the values and beliefs of everyone in the organization, as every level may have a different goal, vision, and purpose. Accountability is crucial for achieving goals in the workplace, and Steve is the expert at leading companies to an improved culture of health and productivity.

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

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Pat Leung - Tax Reduction Strategies you need to act on NOW

Pat Leung of Leung Tax Advisors shares some great tips on tax-reduction strategies for Business Owners.

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