Exit Coach Radio

Andy Gole: Exponential Sales Growth and Emotional Intoxication Through Urgency Based Selling

 

Andy Gole of Urgency Based Selling shares important information for raising your sales results.

Craig Redler - Are your Assets Exposed?

Craig Redler of the Jeffrey M Verdon Law Group has a unique perspective on Asset Protection planning. Listen to his story!

Vince Mastrovito - Family Roles & Responsibilities

Once again, 

Vince Mastrovito of Prometis Partners, Inc. shares valuable information  some of the issues family businesses face and their solutions.

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

Kathleen McEntee - Marketing for the Customer Experience

Kathleen McEntee shares valuable tips and ideas about how to meaningfully engage with customers and reveals the biggest most business owners make in this area.

 

Are you and your Company Transition-Ready? 

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

 

 

 

Ricci Victorio - How to Bring Family Into Your Business

Here's a 1 1/2  minute preview of Ricci Victorio. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!

Transcript: 

Bill: How do you deal with the issues of bringing family members into your family business? Here's expert Ricci Victorio. 

Ricci: I love being brought in when a family has a business that they care about and they've got kids who are in high school or college. Maybe they've worked there in their summers in between school breaks, but the kids are getting ready to step into their careers or start preparing for them. An ideal way to bring family members into a business is, they grow up with it so they understand your values and they see your work ethic and they understand why this business is important to you. So what I like to do is, we set up a family member employment policy, and it doesn't matter what age your kids are, they could be very young, and they can also be into their 20s and 30s, but the earlier you start so kids grow up knowing the employment says, if I want to work at this businesses, I need to have X, Y, and Z experience and education and skill sets. If I want to own it or run it, that might be a higher bar that's says, well you're gonna need an MBA because the world is different now. To run this business now, it's 3 times the size it was when it was mom and dad and we did it in a garage. So, recognizing entry requirements to run a business are changing and evolving. So, setting a family member employment policy creates a standard that all the kids or all family members understand, this is what's required, and that may thin out some family members who don't have an interest. 

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John Grace - Making Finance Make Sense

Joining us once again is John Grace of Westlake Financial Advisors. He helps take the mystery out of money management. Win by losing less. John is one of two local wealth managers that is Master Certified with independent research company HS Dent Advisors Network. Their investment services include: Wealth Management, Asset Management, Retirement Planning, Financial Management, Risk Management, and Retirement Income.

Check out John's new book "Making Finance Make Sense" on Amazon at and more at his website www.whybepoor.com 

Leilani Quiray - HR Issues during a Pandemic

Leilani Quiray, CEO of Be The Change HR, INC, is truly a life-changer. After 20 years of #HR and philanthropy experience, she wanted to create a way to do both at the same time. Her company focuses on helping small businesses with HR #compliance and strategies, as well as providing job readiness coaching at non-profit organizations. Leilani enjoys the challenge of navigating new laws regarding employees, and her expertise is more useful than ever during a #pandemic. 

In Leilani’s interview, she takes a look at the new workplace and shares ideas on how to bring back some elements of office life into home workspaces. Additionally, she sheds light on how it may backfire if leaders ask more of their employees in these times under the guise that “they are lucky to be working.” Leilani also shares some great advice for employers who are uncertain of how to go about lay-offs and other cost-cutting measures that affect employees directly. Her personal approach to her work shows, and Leilani’s ideas are relevant to everyone during these turbulent times.

 

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!

Amy Rasdal: Decoding Independent Consulting - It's Easier Than You Think

 

Amy Rasdal traded her corporate job for consulting 15 years ago and makes more money than most executives.  She works and plays every day.  Amy founded Billable at the Beach® to liberate 6-figure earners by helping them build 6-figure consulting businesses.  Amy is passionate about helping others find the freedom and flexibility to live the life of their dreams, without sacrificing the career they’ve spent so long building.  

Here are some of the questions we discussed the answers to:
1. What do you need to get started in independent consulting?
2. What are the best things about being an independent consultant?
3. What is the hardest part of building a successful consulting business?

Free Course - 3 Action Steps to Generate Revenue NOW!
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Leisa Reid - The Key to Mastering Your Mind in Business

Leisa Reid, Trainer and Speaker at Productive Learning, is in the business of personal and professional development through mind mastery. In her darkest place, Leisa took a workshop through Productive Learning and it turned her life around, eventually she started working for them to help others do the same. When faced with unknown circumstances, such as the current pandemic, we all have natural reactionary tendencies that can cause us to be less productive than we could be. Leisa is an expert on overcoming these obstacles and helping people harness the power of their own mind. 

In her interview, Leisa discusses how thoughts lead to results and explains the significance of meta-cognition. Specifically, she shares a model for how we can take control over our thoughts with self-inquiry in order to garner the results we desire. Leisa also expands on the fear responses of fight or flight, to include freezing and fainting as well. By slowing down and becoming aware of how you respond to a crisis, you can catch yourself in these thoughts, overcome, and ultimately become more productive. Lisa also offers some free tools to our listeners for their own mind mastery journey. Wherever you go, your mind goes with you, so don’t miss out on Leisa’s indispensable, extremely relevant information on mastering your mind.

1-Minute Sections: 

• 5:12-6:12: “Thoughts lead to feelings, lead to actions, leads to results.”
• 6:56-7:55: The root of worry and importance of slowing down and controlling your own thoughts.
• 9:02-10:08: Fight, flight, freeze, or faint - different ways of coping with fear and your awareness of your own response.
• 16:27-17:35: Your mind always has a goal, but sometimes your unconscious mind can prevail and get in the way by fulfilling its own goals. 

 

Joshua Dick - Grow Like a Lobster

Joshua Dick is a serial entrepreneur and author ("Grow Like a Lobster"). He discusses several great ideas on what you can do how to look attractive to a buyer.

 

Are you and your Company Transition-Ready? 
Text EXITMAP to 44222 for a free report & assessment!

Kathleen McEntee - Reach Your Target Markets

Here with us once again is marketing expert Kathleen McEntee. After spending over 25 years in sales, she shifted to marketing with the goal of helping privately held companies up their game. Her specialty is in brand development and creating hand-tailored messaging that reaches their target market. During the current crisis, Kathleen’s expertise is especially beneficial. 

In her interview, Kathleen talks about the way messaging has been shifting and new trends emerging during the pandemic. She also sheds light on the importance of communication, both with customers and employees. The means of communication should match the demographic you’re trying to reach, and attention to this factor can make a campaign more or less successful. It can be difficult to decide how to approach a marketing campaign during a time of crisis, but Kathleen’s knowledge provides much-needed clarity.

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!

John Dini - The Missing Factor in Exit Planning (K0717)

A new 15 minute online tool for business owners and their advisors to discuss preparedness for exit.

Questions Answered: 

 

1) Why do we need another exit planning assessment?

2) What happens when an advisor and an owner review the ExitMap reports?

3) Who pays for the reports?

Contact Info: 

Website: www.exitmap.com

Email: jdini@mpninc.com

 

 

Chris King - How's Your Flow Doing?

Chris King of Status Flow discusses what you can do to increase #efficiency and minimize stress and #burnout - especially in times of crisis like #Covid19.

 

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!

Patrick Renvoise - How to Show up Brilliantly to Zoom Meetings

Back with us once again is Vistage member Patrick Renvoise, Chief Neuromarketing Officer and Co-Founder of SalesBrain. Normally, Patrick is traveling the globe teaching people about how the brains of customers work, and he has trained over 200,000 executives to be more persuasive. Lately, however, he has had plenty of time to think about how the science of human persuasion is relevant in the evergrowing virtual world. The effectiveness of remote selling has not yet been proven, and Patrick’s research is revealing that virtual encounters can be a severely limited form of communication.

To many people, Zoom is brand new, and we have not yet mastered the art of capturing our audience’s attention within this medium. Due to the way our brains process information, Patrick suggests a few unique communication rules when using platforms such as Zoom. The human brain isn’t used to digital lag, and even in the best conditions, video conferences can cause our attentiveness to drop rapidly. Zoom calls require powerful visuals and carefully structured variation in events in order to be most effective. In his ubiquitously relevant interview, Patrick explains how to strengthen your video conference tool kit in order to keep an audiences’ attention in a virtual space.

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!

Don Rheem - Thrive by Design

Get your notebook ready for this one, Don Rheem, CEO of E3 Solutions, is in the business of increasing workplace engagement through a science-based approach. Don is a nationally recognized TedX Speaker, former White House Correspondent, and Science Advisor to Congress. He is also the author of “Thrive by Design: The Neuroscience That Drives High Performance Cultures.” Don started E3 Solutions 12 years ago and his methods have proven to boost engagement, which results in higher productivity, profitability, and retention. 

 In his interview, Don emphasizes the importance of understanding how employees feel at the workplace, as this is the true mark of a company’s culture. Don comments on the importance of graciousness in the time of Covid, as memories made in fear will last a lifetime and retention may be dependent on thoughtfulness. He shares ways to create "emotional velcro" and discusses why compensation doesn't necessarily correlate with engagement. Don's insight is critical to building a more engaged and productive team, do not miss this fascinating conversation relevant to all.

1-Minute Sections: 

• 3:24-4:34: We know the conditions which make brain function thrive, we need to design our workplace around this.
• 6:32-7:48: “What does it feel like to work here?” - That is your true work culture.
• 9:27-10:35: Compensation does not necessarily correlate with performance.
• 15:08-16:15: Factors that correlate with engagement and how the brain behaves.
• 17:01-18:07: Specific considerations regarding productivity and metabolic capacity during times of 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!

Richard Lau - Designing Your Business for a Successful Exit Strategy in the Future

Richard Lau, named “Domainer of the Year” in 2004, is the Founder of Logo.com, Resume.com, and NamesCon. He is in the business of building well-structured software companies which turn a profit. A business sale is not just dependent on good ideas, but good execution as well. Richard has generated millions of dollars of revenue in the domain industry and knows the value of starting with the end in mind. 

In his interview, Richard explains why you need to start your business with a future exit in mind. A buyer will scrutinize every detail of the business, so it is critical that you don’t take any shortcuts and do your due diligence along the way. Richard shares some strategies he’s used in the past as well as things to avoid when considering this aspect of planning. He also discusses some of the metrics of a successful exit strategy that go beyond just a high valuation. Richard’s insight is valuable to anyone hoping to smooth out their exit planning process.

1-Minute Sections:

• 8:49-9:52: Why you need to set up your company with a future exit in mind.
• 11:04-12:12: Necessity of not taking shortcuts and doing your due diligence along the way.
• 14:09-15:28: Some of Richard’s various experiences selling businesses.
• 18:22-19:44: A successful exit isn’t just measured by earnings of sale.

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

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!

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!

 

 

 

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!