The Business Credit and Financing Show: Recent Episodes
Ty Crandall
In The Business Credit and Financing Show we tackle all types or topics relating to how you can get business credit and financing to start and grow your business. We also discuss marketing and growth strategies with top influencers and industry experts, to help you start and grow a profitable business.
Anthony serves as Vice President of Banking Business Development at Benetrends Financial and has more than a decade of experience in franchise financing and SBA lending. As a Certified Franchise Executive (CFE) and active member of the International Franchise Association (IFA), he has built a strong reputation for helping franchisees and franchisors secure the capital they need to start, grow, and expand their businesses.
Throughout his career, Anthony has partnered with franchise professionals across a wide range of industries, combining deep expertise in SBA lending, business development, and strategic partnerships to deliver meaningful results. He is also a frequent speaker at franchise and lending conferences, where he shares practical insights on funding strategies, franchise growth, and access to capital.
Anthony's experience in franchise finance, SBA lending, relationship-building, and business growth would make for an insightful conversation and provide tremendous value to your audience of entrepreneurs, lenders, brokers, and business owners.
During the show we discuss:
- Why how you finance a business purchase can make or break your success
- How to structure an acquisition deal properly from the start
- The different funding options available (SBA, ROBS, etc.) and how they work together
- How to evaluate and choose the right financing strategy for your situation
- Common mistakes people make when buying a business and how to avoid costly deal errors
- How to approach franchise vs. independent business acquisitions strategically
- Why understanding all your options upfront helps you make smarter, lower-risk decisions
- How to position yourself for a successful purchase and long-term growth
You can learn more about Anthony here: LinkedIn: https://www.linkedin.com/in/anthony-byrd-cfe-5824075/
Today we're talking about what business owners can learn by seeing their company through three different perspectives—the operator, the investor, and the lender. We'll explore why growth can create as many challenges as opportunities, and how understanding the lender's mindset can ultimately make us stronger business owners.
Our guest today has had the rare opportunity to sit in all three seats. As an entrepreneur, investor, and one of the country's leading SBA lenders, Nimi Natan understands that building a successful business takes more than revenue—it requires strong relationships, disciplined cash flow, and earning the confidence of those willing to invest in, lend to, and support your vision.
That perspective has helped him scale Gulf Coast Small Business Lending by focusing not just on transactions, but on the people behind the businesses they serve.
During the show we discuss:
- How SBA loans actually work and why they're one of the best funding options available
- The real requirements lenders look for when approving SBA deals
- Why many applicants get declined and how to avoid common mistakes
- How to structure your business and financials to qualify for larger funding amounts
- The differences between SBA loans and alternative financing options (and when to use each)
- How to leverage SBA financing to scale or acquire a business
- What lenders mean by "strong borrower profile" and how to position yourself as low risk
- How to navigate the SBA process faster and increase approval odds
Resources: https://gulfcoastsba.com/
Shane Pierson is a seasoned banking professional at Leader Bank, where he specializes in helping businesses and individuals access tailored financial solutions to support growth and long-term success. With a strong background in commercial banking and lending, Shane works closely with clients to structure financing strategies that align with their goals, whether it's expanding operations, investing in real estate, or improving cash flow.
Known for his relationship-driven approach, Shane focuses on understanding each client's unique financial position and delivering customized solutions that go beyond traditional banking. His expertise spans commercial lending, credit analysis, and strategic financial planning, making him a trusted advisor to business owners and entrepreneurs.
Shane is passionate about helping clients navigate complex financial decisions while building sustainable, scalable success.
During the show we discuss:
- Why lenders evaluate your business completely differently than you do
- How emotion can actually hurt your chances of getting approved
- What SBA lenders are really looking for when reviewing applications
- How to tell your business story in a way that builds lender confidence
- Why small operational changes can dramatically improve fundability
- How to prepare your business before applying for financing
- What most entrepreneurs misunderstand about the lending process
- How to bridge the gap between passion and bankable performance
Resources: https://www.leaderbank.com/
David Gens is an award-winning entrepreneur, fintech leader, and Founder & CEO of Merchant Growth, one of Canada's leading online small business finance companies. From humble beginnings in his apartment, David built the company into a national organization with offices in Toronto and Vancouver, helping thousands of Canadian small businesses access the capital they need to grow and succeed.
With deep expertise in alternative lending, financial technology, and scaling businesses, David is driven by a mission to make funding more accessible through innovative digital solutions. In addition to leading Merchant Growth, he is the founder of BankFlow AI, where he is pioneering AI-powered technology designed to transform the financial services industry.
A recognized voice in entrepreneurship and fintech, David frequently shares insights on business growth, digital lending, and the evolving landscape of small business finance. His practical experience and forward-thinking perspective make him a compelling and valuable guest for entrepreneurs, business owners, lenders, and finance professionals alike.
During the show we discuss:
- Why getting funding in Canada has been historically difficult—and what's changing
- How alternative lending provides faster, more flexible funding options
- What lenders actually look for when approving small business funding
- How to position your business to qualify for funding more easily
- The role of FinTech in simplifying and speeding up approvals
- How revenue-based funding and modern lending models work
- What separates businesses that get approved vs. denied
- How to leverage funding to actually grow your business (not just survive)
Resources LinkedIn: https://www.linkedin.com/in/davidmvgens?originalSubdomain=ca Merchant Growth: https://merchantgrowth.com/ BankFlow AI: https://bankflow.ai/
Jeffrey Shaw is a globally recognized expert on selling to the affluent and a sought-after speaker who transforms how luxury businesses attract and retain a high-end clientele. With over four decades of experience working with the world's wealthiest individuals, he has mastered the art of understanding the luxury buyer mindset and elevating business strategies to extraordinary success.
As a preeminent portrait photographer, Jeffrey's work has been featured on The Oprah Winfrey Show, CBS News, in People and O Magazine, and hang at Harvard University. His deep understanding of affluent clients' complex behaviors and unspoken needs informs his expertise in luxury sales and marketing.
Jeffrey is the author of Sell to the Rich, LINGO, and The Self-Employed Life and speaks at premier industry events such as ASID, NKBA, the Luxury Home Design Summit, and many more. His TEDx talk is featured on TED.com, and he is the creator of National Self-Employed Day, recognized on May 4th in the U.S.
During the show we discuss:
- Why attracting the wrong clients can silently destroy your business
- How to identify and target your ideal client for better profitability and ease
- Why alignment between your business and lifestyle is critical for long-term success
- How to simplify your business to increase efficiency and results
- The hidden costs of saying yes to everything (and everyone)
- How clarity in positioning leads to stronger marketing and conversions
- Why working harder isn't the answer—and what to do instead
- How to build a business that supports your life, not controls it
Resources: jeffreyshaw.com https://www.linkedin.com/in/jeffreyshawauthor/
Damiano didn't start with connections or capital. At 24, he had $400 left, printed his LinkedIn profile 100 times, and spent 10 hours walking door-to-door to land his first client—a small power tool store that he helped grow into a nine-figure business within two years.
That early momentum led to building and scaling an agency to over $8 million a year with a 75-person team. But behind the growth was a different reality: broken systems, pressure from investors, inconsistent sales, and a business that couldn't function without him.
Then came the harder lessons—being defrauded by a client, losing team members and accounts to a trusted partner, and realizing that scaling hadn't created freedom; it had created dependence.
After exiting, he stepped into enterprise sales, advising teams like Shopify Plus. He then built and scaled another agency to over $2 million per month and later structured it alongside private equity partners with a clear path to exit.
But what changed most wasn't the scale—it was the perspective.
Today, Damiano brings a different kind of conversation to podcasts. He doesn't talk about how to grow faster; he talks about what breaks as you grow, why most agencies become harder to leave, and how to build something that actually works without you.
During the show we discuss:
- Why more revenue doesn't equal a healthier business
- How growth exposes hidden weaknesses in your operations
- Why founder-dependency is one of the biggest scaling bottlenecks
- How to build systems that allow your business to run without you
- The difference between scaling revenue vs scaling sustainably
- How to transition from hustle mode to structured growth
- Why early-stage struggles (like door knocking) build real scalability skills
- How to create a business that delivers freedom instead of burnout
Resources: https://www.theagency.business/
Cheryl Tibbs is a business growth strategist who bridges capital, technology, and automation to help entrepreneurs and small business owners scale. She combines business funding solutions with AI implementation, workflow automation, and strategic financial guidance to build efficient, resilient operations. With deep experience in financing, Cheryl helps companies secure working capital, loans, and equipment funding while streamlining processes through no-code and low-code systems. Her approach aligns access to capital with technology-driven efficiencies that boost productivity, profitability, and long-term growth. Cheryl is passionate about removing barriers—from limited funding to inefficient workflows and complex tech adoption—by designing smarter systems and sustainable strategies. Known for practical, results-driven insights, she speaks on funding, AI, automation, operations, and the future of tech-enabled growth. Her clients include founders, brokers, and vendors across diverse industries worldwide today.
During the show we discuss:
- Why access to capital alone won't scale your business (and what actually will)
- How growth exposes operational inefficiencies—and how to fix them early
- Why combining AI + finance is a massive competitive advantage right now
- How to build systems that scale instead of creating chaos as you grow
- The biggest disconnect between finance experts and AI experts—and how to bridge it
- How to use automation to improve efficiency, profitability, and decision-making
- What sustainable growth really looks like (beyond just revenue increases)
- How to structure your business so funding actually accelerates growth instead of amplifying problems
Resources: https://thecheryltibbs.com/ https://www.thefractionalcao.com/
Teri Ijeoma is a globally recognized financial educator, stock trading expert, and entrepreneur dedicated to helping individuals achieve financial freedom through strategic investing. A former educator and assistant principal, Teri transitioned from the classroom to full-time trading after discovering the power of the stock market as a tool for income generation and lifestyle design.
She is the founder of Trade and Travel, a highly successful online education platform that has taught tens of thousands of students worldwide how to generate income through trading. Known for simplifying complex financial concepts, Teri has built a reputation for making trading accessible to beginners while delivering real, actionable results.
A graduate of MIT with a background in education and leadership, Teri has been featured in major outlets such as Forbes, Yahoo Finance, and Black Enterprise. Today, she continues to empower aspiring investors to take control of their finances, build multiple income streams, and design a life on their own terms.
During the show we discuss:
- How options trading works at a high level and why it's attractive for income generation
- Why risk management is the most important skill in trading
- How Teri transitioned from a traditional career to full-time trading income
- Why trading is a learnable skill—not just luck or gambling
- How to develop a repeatable trading strategy instead of guessing
- The importance of discipline, consistency, and emotional control
- How trading can create time freedom and location independence
- Why education and mentorship can shortcut the learning curve
Resources Official Website: https://teriijeoma.com/ LinkedIn: https://www.linkedin.com/in/teriijeoma
Adam Stettner is a seasoned financial services entrepreneur and founder of FundCanna, a leading capital provider to the cannabis industry. After building Reliant Funding into one of the largest small business financing companies in the U.S., he identified a major gap in cannabis lending and launched FundCanna in 2021.
Under his leadership, the company has underwritten over 6,000 clients and approved more than $500 million in funding, becoming the largest non-bank, non-real estate funding source in the sector. Across his career, Stettner and his team have delivered over $6 billion to more than 200,000 businesses and reviewed over one million small business financial profiles. He has raised $300 million in equity and debt, demonstrating deep capital markets expertise. Stettner has earned recognition from Inc. 5000 and was named Ernst & Young Entrepreneur of the Year in San Diego.
During the show we discuss:
- Why the cannabis industry is fundable despite common misconceptions
- How to access capital in highly regulated and underserved industries
- Why traditional lenders avoid cannabis and what alternatives exist
- How to evaluate risk and underwriting in non-traditional industries
- How to build and scale a lending company in a niche market
- Why revenue-based financing is a strong fit for cannabis businesses
- How regulatory challenges impact funding and how to navigate them
- How to identify underserved markets and turn them into massive opportunities
Resources: https://thecannabisindustry.org/board-members/adam-stettner/ http://www.FundCanna.com
For over 30 years, Stephen Woessner has worked in the trenches of agency new business strategy, working alongside and consulting with hundreds of agencies — teaching them how to plant their flag of authority within the markets they serve, grow their audience, and fill their sales pipeline with a steady stream of right-fit clients so they can win new business.
Stephen founded Predictive ROI in 2009 and remains its CEO and co-owner, working alongside his business partners, Erik Jensen and Hannah Roth. Stephen hosts the "Onward Nation" and "Sell with Authority" podcasts with listeners in over 140 countries and over 1,000 episodes. His agency new business and marketing insights have been featured in major media, and he's the bestselling author of five books, including his latest entitled, "Sell With Authority."
During the show we discuss:
*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:4f64c08d-c751-472b-aab7-ef8b07d74c6e-5" data-turn-id-container= "request-WEB:4f64c08d-c751-472b-aab7-ef8b07d74c6e-5" data-testid= "conversation-turn-4" data-turn="assistant"> * Why authority beats chasing leads * How to turn trust into a system (not luck) * Why niching down is the fastest path to growth * How to build a steady pipeline of right-fit clients * Why most marketing fails (and how to fix it) * How to position yourself as the go-to expert in your market * How to scale trust without burning out * How to convert expertise into predictable revenue
Resources: https://predictiveroi.com/
Sharon Lechter is a globally recognized keynote speaker, bestselling author, and elite business strategist committed to advancing financial literacy and entrepreneurial success. A licensed CPA for over 35 years, she co-authored the international bestseller Rich Dad Poor Dad and more than a dozen titles in the Rich Dad series. As CEO, she helped grow the Rich Dad Company into a worldwide brand. Sharon also partnered with the Napoleon Hill Foundation to reintroduce timeless success principles through bestselling books including Think and Grow Rich: Three Feet from Gold, Outwitting the Devil, and Think and Grow Rich for Women. She is the founder and CEO of Pay Your Family First, a financial education organization focused on empowering families and business owners. Appointed to the first U.S. President's Advisory Council on Financial Literacy, she has advised national leaders while continuing her impact as a mentor, philanthropist, mother, and grandmother.
During the show we discuss:
- Why financial literacy—not income—is the foundation of wealth
- The difference between active income vs. passive income (and why it matters)
- How the Cashflow game teaches real-world wealth-building principles
- Why most people make poor financial decisions—and how to avoid them
- How to think like an investor instead of an employee
- The real reason Rich Dad Poor Dad resonated globally—and what it teaches
- How to build scalable income streams through assets (real estate, business, investments)
- Why mindset and habits determine long-term financial success more than tactics
Resources: https://sharonlechter.com/ https://success.sharonlechter.com/
Ciaran Burke is a fintech entrepreneur and business leader, serving as Co-Founder & Chief Operating Officer of Swoop, a platform that helps small and medium-sized businesses access funding through loans, grants, and equity solutions. Under his leadership, Swoop has become a trusted resource for SMEs seeking faster, more efficient access to capital.
Prior to Swoop, Ciaran founded Hiive, a professional networking platform that grew to over 150,000 members and supported more than 4,500 businesses, including organizations such as Google, BBC, Facebook, and Sony. His experience scaling technology-driven companies has given him deep expertise in operations, growth strategy, and innovation.
Ciaran is passionate about leveraging technology and AI to improve business financing and empower entrepreneurs, sharing insights on fintech, SME funding, and building scalable businesses.
During the show we discuss:
- Why traditional funding is fragmented and how it limits business growth
- How to access multiple funding types (loans, grants, equity) in one place
- Why choosing the right funding type matters more than just getting approved
- How FinTech platforms are transforming business funding access
- The advantages of having a centralized funding marketplace
- How to increase your chances of approval by matching with the right lenders
- Why grants and equity are often overlooked opportunities
- How to streamline your funding strategy to save time and maximize results
Resources: https://www.linkedin.com/in/burkecg/ https://swoopfunding.com/
Mark Wedeh is a banking executive and Market Leader & Vice President at BankUnited with over 14 years of experience in financial services. He leads multiple banking centers across the Orlando market, driving growth in deposits, lending, and client acquisition while developing high-performing teams.
He specializes in business banking, commercial and consumer lending, and retail banking operations, helping clients achieve their financial goals through tailored solutions and strong relationship banking. Mark has a proven track record of growing portfolios, improving retention, and executing strategic business development initiatives.
Known for his leadership and client-first approach, he builds long-term relationships with business owners and community partners while fostering accountability and excellence.
During the show we discuss:
- Why relationship banking is critical and how it impacts your ability to get approved
- What banks actually look for in a borrower beyond just credit scores
- How to qualify for low-rate, long-term financing most business owners miss out on
- The biggest mistakes entrepreneurs make with banks that hurt their chances
- How to properly structure your business for bank funding success
- Why deposits, cash flow, and consistency matter more than you think
- The difference between regional banks, big banks, and credit unions—and how to leverage each
- How to build a long-term banking strategy that grows with your business
Resources: https://www.bankunited.com/ (386) 383-4444 mwedeh@bankunited.com
Chris Gurski is a business credit strategist and founder of The Credit Genius, where he helps entrepreneurs build real financial infrastructure beyond simple entity formation and access scalable funding solutions. He has worked with over 150 clients, guiding them in establishing credit systems, funding strategies, and banking structures designed for long-term growth.
He brings a cross-border perspective, having built businesses in Germany, Dubai, and the United States. An E-2 visa holder and summa cum laude business graduate, Chris combines academic excellence with hands-on entrepreneurial experience across multiple markets.
His work sits at the intersection of entrepreneurship, banking systems, and international expansion, helping business owners structure and leverage credit to scale confidently and sustainably across borders.
During the show we discuss:
- Why most business credit strategies fail and what lenders actually look for
- How to build real business credit infrastructure that scales with your company
- The right way to enter the U.S. market as a foreign entrepreneur and get funded
- Why entity setup alone isn't enough to become truly fundable
- How banking relationships impact approvals more than you think
- The difference between "credit hacks" vs sustainable funding systems
- How to structure your business for long-term funding success
- Why global entrepreneurs need a different credit strategy to win in the U.S.
Resources: https://www.thecreditgenius.com/ @thecreditgenius
Andrew Hunzicker is a CPA, entrepreneur, and founder of DOPE CFO, a leading training and advisory platform that helps accountants and entrepreneurs specialize in high-growth industries like cannabis, CBD, and hemp. With over 30 years of experience in accounting, tax, and executive leadership, Andrew has built and advised multiple multi-million-dollar businesses.
A former Big Four professional and recipient of the Gold Medal Award for the highest CPA exam score, Andrew is widely recognized for his expertise in financial strategy, capital access, and scaling businesses through niche specialization. Through DOPE CFO, he has helped professionals transition into high-value advisory roles while empowering business owners to increase profitability, improve financial systems, and position themselves for long-term growth and successful exits.
During the show we discuss:
- Why revenue doesn't equal profit and how focusing on the wrong numbers can destroy your business
- The key financial metrics entrepreneurs overlook that actually determine success and scalability
- How understanding your financials improves your ability to get funding and access capital
- Why most business owners operate "blind" financially—and how to fix it
- How to use financial data to make smarter growth decisions instead of guessing
- The connection between financial strategy and long-term wealth building
- Why proactive financial planning beats reactive accounting every time
- How to build a business that's profitable, fundable, and sustainable
Resources: https://dopecfo.com/
For most entrepreneurs, access to capital is one of the biggest challenges standing between where they are and where they want to go. But as many business owners eventually learn, building wealth and building a successful life are not always the same thing.
Today's guest Alec Delpuesch has spent years helping entrepreneurs access funding and build business credit, but through his own journey of building businesses, failing, rebuilding, and scaling again, he's developed a unique perspective not just on financial success — but on what it actually means to build something that lasts.
Alec is the founder and CEO of Credit Coach Academy and Legacy Strong LLC — a South Florida-based company helping entrepreneurs build business credit and access the funding most banks don't want them to know about. With a no-fluff, results-first approach, Alec has helped clients go from zero to securing real business capital using the step-by-step systems he's built through years in the funding space. His mission is simple: give everyday entrepreneurs access to the tools and knowledge that have always been reserved for the well-connected few.
During the show we discuss:
- How to build business credit from zero and access real capital
- Where to find funding sources most banks don't tell you about
- Why many entrepreneurs fail before they succeed—and how to rebound
- The difference between short-term success and long-term wealth
- How to use structured systems to consistently secure funding
- Why mindset plays a key role in financial and business growth
- How to position your business to get approved for funding
- What it really takes to build a lasting business and legacy
Resources: livelegacystrong.com
Tyler McBroom is a CPA, entrepreneur, and CEO of TRM CPA, a premier tax advisory firm helping business owners legally save millions while scaling profitable companies. Known for simplifying complex tax strategies into clear, actionable steps, Tyler empowers entrepreneurs to keep more of what they earn and build long-term wealth. He has successfully scaled two businesses past $5 million in under five years and leads an award-winning firm recognized as one of America's Best Workplaces. With a rapidly growing social media audience of over 900,000 followers, Tyler shares practical insights on tax strategy, business growth, and financial decision-making. As the author of "Cash Flow & Grow" and a trusted advisor to high-level entrepreneurs, he is on a mission to help founders make smarter financial moves and create sustainable success.
During the show we discuss:
- How to legally pay less in taxes using proactive strategies
- Why most accountants fail to provide real tax strategy
- How to turn tax planning into a growth advantage
- The difference between tax preparation vs tax strategy
- How to structure your business for maximum tax efficiency
- Ways to increase cash flow by reducing unnecessary tax spend
- How high-level entrepreneurs use taxes to build wealth
- Why thinking ahead (not reacting) can save you thousands or millions
Resources: https://www.trmtaxreview.com/ https://www.trm.cpa/
Natasha Dillon is the Co-Founder and Chief Financial Officer (CFO) of FundFi Merchant Funding, a leading alternative financing company that helps small and medium-sized businesses across the United States and Canada access fast, flexible working capital solutions. With a finance career spanning nearly two decades, Natasha oversees underwriting, accounting, compliance, and financial operations while helping business owners secure the funding they need to grow and thrive.
Known for her expertise in alternative lending and merchant funding, Natasha has played a key role in scaling FundFi into a trusted funding partner for entrepreneurs who may not qualify for traditional bank financing. Under her leadership, FundFi has developed a reputation for providing customized financing solutions, fast approvals, and a streamlined funding process designed around the real-world needs of business owners.
During the show we discuss:
- How to get business funding when banks say no
- Why revenue-based financing is a powerful alternative to traditional loans
- How to choose the right funding solution based on your cash flow
- Why speed and simplicity in approvals matter for business growth
- How to leverage alternative funding to solve cash flow crunches
- What makes a lender or funding partner legit and reliable
- How ISOs and brokers can increase deal approvals and commissions
- Why customized funding strategies outperform generic loan products
Resources: https://fundfi.com/ https://www.fundfimerchantfunding.com/
Sol Lax is the CEO of Revenued, a financial technology company focused on providing flexible funding solutions to small and medium-sized businesses. With over 15 years of experience in venture capital, investment banking, and alternative lending, Sol has built a reputation for helping underserved businesses access capital through innovative, data-driven approaches.
Under his leadership, Revenued has delivered billions in funding and pioneered revenue-based financing solutions like its Flex Line, designed to give business owners fast, flexible access to working capital without traditional lending barriers.
Sol is known for his forward-thinking perspective on fintech, AI-driven underwriting, and the evolving landscape of small business finance, helping entrepreneurs secure funding, improve cash flow, and scale with confidence.
During the show we discuss:
- How to access flexible funding without relying on traditional banks
- Why merchant cash advances aren't ideal for most businesses (and better alternatives)
- How fintech is using data + machine learning to improve lending decisions
- The key differences between short-term vs long-term financing strategies
- How to use working capital strategically to scale your business
- Why speed and adaptability in funding can make or break growth
- How lenders evaluate risk using modern credit modeling techniques
- What to look for in a legit, sustainable funding solution
Resources: https://www.revenued.com/
Whether you're a business owner, lender, entrepreneur, or industry leader, it probably feels like the rules of business are changing faster than ever before. Artificial intelligence is reshaping how we work, customer expectations continue to evolve, talent is harder to attract and retain, and leaders are being asked to navigate more change than at any point in recent history. The question isn't whether change is coming—it's how we adapt, stay relevant, and continue to grow in the midst of it. Today we're going to explore the major shifts reshaping business, leadership, and the future of work, and discuss what organizations can do to remain competitive while still maintaining the human element that drives innovation, trust, and long-term success. Joining us is one of the world's foremost thinkers on business transformation, innovation, and growth, Rishad Tobaccowala.
Rishad has spent decades advising some of the world's largest organizations on growth, innovation, leadership, and navigating disruption. He was named one of the top business leaders by BusinessWeek, recognized by TIME as one of the world's leading marketing innovators, and is one of only 300 individuals inducted into the Advertising Hall of Fame. He's also the author of Restoring the Soul of Business and Rethinking Work, where he explores how leaders and organizations can thrive in an era defined by technology, AI, and constant change. He is the host of the What Next? The Rethinking Work Show and Unbossing podcasts and publishes a thought letter called "The Future Does Not Fit into the Containers of the Past" thought letter which is read by over 30,000 leaders every week.
During the show we discuss:
- Why the future won't fit into old business models
- How AI is reshaping roles, expectations, and opportunities
- The difference between digitizing vs. truly transforming a business
- Why human skills (creativity, empathy, judgment) matter more than ever
- How to lead through uncertainty and constant change
- Why companies must unlearn before they can grow
- How to build organizations that adapt faster than the market
- The mindset shift required to thrive in the future of work
Resources:
https://rishadtobaccowala.com/
https://www.linkedin.com/in/rishadtobaccowala/
Today's guest is going to help us break down how entrepreneurs can use YouTube as a long-term search and positioning engine, what it really takes to become a thought leader in your niche, and how to create content that attracts the right audience instead of just chasing views.
Joining us is Nate Woodbury, a leading expert in YouTube strategy and positioning who is helping experts become the go-to authority in their industry. He has worked with numerous coaches, speakers, and business owners to elevate their positioning—turning their expertise into dominant thought leadership that defines their category.
By helping his clients rise above the noise and own their topic, Nate consistently positions them as the trusted voice people turn to first—attracting high-quality opportunities and long-term influence.
During the show we discuss:
- Why YouTube is a search engine first—not a social platform
- The critical difference between views vs. qualified leads
- How to rank videos and get discovered by the right audience
- Why chasing virality can kill your business growth strategy
- How to position yourself as the #1 authority in your niche
- The exact mindset shift from content creator → business strategist
- How to create videos that attract buyers, not just viewers
- Why consistency + strategy beats random content posting
Resources: https://betheherostudios.com/
Today we're discussing what it really takes to build wealth through real estate, how investors can think strategically about financing in today's ever changing market, the importance of budgeting and disciplined decision-making, and what our guest calls the 4 C's.
Here to talk to us is Matthew Coleman, CEO of VI Capital Lending, who brings more than three decades of deep industry knowledge in real estate, development, and private lending. He's helping real estate investors access customized lending solutions tailored to their values, investment and development goals. He specializes in empowering his clients through strategic financing, helping them navigate acquisitions, development projects, refinancing, and growth opportunities in changing market conditions. He also has a unique perspective on how investors can position themselves for long-term success.
During the show we discuss:
- Why chasing deals is the fastest way to stay broke (and what to focus on instead)
- How to leverage capital strategically to multiply opportunities
- The real drivers of long-term wealth in real estate investing
- How to manage risk like seasoned investors (not amateurs)
- The role of discipline and budgeting in scaling a portfolio
- What the "4 C's" framework is—and how it guides smarter decisions
- How to navigate shifting market conditions without panic
- How to structure financing to support growth, not stall it
Resources: https://www.vicapitallending.com/
Keith is the CEO & Co-Founder of GoodStream, a company focused on transforming how private capital firms manage and analyze portfolio data through AI-powered automation and real-time intelligence..
Today, GoodStream uses AI to turn fragmented portfolio information into audit-ready intelligence for private capital firms. In its first year, GoodStream demonstrated that AI can reliably extract and organize information from complex financial documents, helping investment firms reduce manual data entry, improve reporting accuracy, and gain faster visibility into their portfolios.
Keith brings a highly practical and forward-thinking perspective on AI infrastructure, private capital operations, workflow automation, and the future of data intelligence in finance. His focus is on helping firms eliminate repetitive manual work while improving operational accuracy and decision-making.
Keith's perspective would be especially valuable for conversations around AI in finance, private credit, operational efficiency, fintech innovation, and how investment firms can leverage AI to modernize portfolio management.
During the show we discuss:
- Why the real problem in lending isn't access to data—but making sense of it
- How AI can turn financial documents into actionable insights in minutes
- The impact of automation on approval speed, accuracy, and risk reduction
- Why manual underwriting is becoming inefficient and outdated
- How lenders use AI to analyze cash flow, financials, and borrower health
- What this shift means for business owners seeking funding
- How better data interpretation leads to more approvals and better terms
- Why embracing technology is critical for both lenders and borrowers moving forward
You can explore more about Keith here: Website: https://www.goodstream.com/ LinkedIn: https://www.linkedin.com/in/keithlsmith/
Marianne McKinney is the owner of Alliance Star Franchise Financing and has been helping franchisees secure commercial financing. She specializes in guiding franchise owners through the entire loan process, from pre-qualification to final funding including helping those who don't qualify with a plan to improve future qualification opportunities. With an impressive 97% approval rate and over $25 million in secured loans annually, she has built a reputation for delivering results while simplifying complex financial processes for her clients.
Her expertise includes commercial loan structuring, financial modeling, risk evaluation, and business planning, including preparing five-year financial projections. Marianne works closely with franchisees to tailor financing strategies that align with their specific goals, whether for startups, acquisitions, remodels, equipment, or working capital.
What sets Marianne apart is her hands-on approach,she manages the entire process so her clients never have to guess the next step. She also collaborates with franchisors and lenders, ensuring that every application meets strict bank requirements before submission.
Marianne brings a practical, results-driven perspective to franchise financing, offering valuable insights into how entrepreneurs can successfully secure funding and grow their businesses.
During the show we discussed:
- Why franchise financing has a higher approval rate than traditional startups
- How to get approved even if you're new to business ownership
- The exact steps to go from idea → pre-qualification → funded deal
- Why your business plan and financial projections can make or break approval
- How lenders evaluate your risk, experience, and financial profile
- What to do if you get declined—and how to turn it into a future approval
- How to structure funding for startups, acquisitions, remodels, and working capital
- Why having the right advisor can dramatically increase your success rate
You can learn more about her here: Website: https://asffinc.com linkedin: https://www.linkedin.com/in/marianne-mckinney-275b8114/
Ari is the Co-Owner of Pacific Direct Mortgage & Real Estate, Inc., where she specializes in helping individuals, investors, and business owners secure strategic financing for residential and investment properties. With a strong focus on aligning lending solutions with long-term wealth-building goals, Ari works closely with clients to navigate today's evolving real estate and lending landscape.
With extensive experience in mortgage lending and real estate, Ari brings a hands-on, deal-focused approach to financing. Her expertise includes residential mortgages, investment property funding, refinancing strategies, and structuring loans that position borrowers for both immediate opportunities and long-term growth. She is known for simplifying complex financing scenarios and helping clients confidently move forward with the right capital solutions.
As a co-owner, Ari plays a key role in delivering a client-first experience at Pacific Direct Mortgage & Real Estate, ensuring borrowers receive personalized guidance and access to the most effective funding options available. She is passionate about empowering clients through education and helping them build sustainable wealth through real estate.
Ari's perspective would be especially valuable for conversations around real estate financing, mortgage strategies, market trends, and how entrepreneurs and investors can better position themselves to secure funding in today's environment.
During the show we discuss:
- Why lending should be a strategy—not just a transaction
- How private money and equity-based lending can unlock deals faster than banks
- What makes a deal attractive to lenders (hint: it's not just credit)
- Why speed, flexibility, and execution matter more than chasing the lowest rate
- How to structure deals to reduce risk and increase approvals
- The biggest mistakes real estate investors make when seeking funding
- Why working with the right lending team can accelerate your entire portfolio growth
- How to transition from doing deals → building long-term wealth through lending + ownership
You can explore more about Ari here: Website: www.pacificdirectmortgage.com LinkedIn: https://www.linkedin.com/in/aaradonawalker/
Martin Cheara is the President of Express Capital Financing, where he helps business owners secure strategic financing solutions tailored to their operational and growth needs. His experience spans working capital solutions, equipment financing, and alternative lending programs designed to help companies access capital quickly and efficiently.
With a strong understanding of the small business funding landscape, Martin brings a practical and relationship-driven approach to helping entrepreneurs navigate financing challenges and identify the right funding strategies for their businesses.
Martin's perspective would be especially valuable for conversations around alternative lending, business financing strategies, access to capital, and how entrepreneurs can better position themselves for funding opportunities in today's market.
During the show we discuss:
- Why real estate financing is more about the deal than your personal profile
- How fix-and-flip funding actually works (and how to qualify)
- The difference between bridge loans, DSCR loans, and construction financing
- Why today's market offers more flexible lending options than ever before
- How to structure deals so lenders are more likely to say yes
- What new investors get wrong—and how to get funded even without deep experience
- Why relationships and strategy matter more than just "shopping rates"
- How to transition from short-term flips to long-term cash flow investments
Resources: Website: https://expresscapitalfinancing.com/ LinkedIn: https://www.linkedin.com/in/martin-chera-05647289/
Anthony Rose is the Chief Financial Officer at Kapitus, where he has led financial strategy, operations, and growth initiatives since 2018. With more than 25 years of experience across investment banking, fintech, and corporate finance, he brings deep expertise in capital markets, balance sheet management, and strategic planning.
Prior to joining Kapitus, Anthony served as Chief Administrative Officer at Dime Community Bancshares and held CFO roles at ISI Group and the Global Equities Investment Bank at Credit Suisse. Earlier in his career, he held key leadership positions at JPMorgan Chase, including VP of Capital and Balance Sheet Strategy and Equity Research Analyst.
Anthony holds a BA from the University of Wisconsin and an MBA from Columbia Business School. He is also a Chartered Financial Analyst (CFA) and is known for his strategic insight, leadership, and ability to drive financial performance in complex organizations.
During the show we discuss:
- Why credit discipline (not just tech) is the real backbone of successful lending companies
- How lenders evaluate you using cash flow vs. credit score (and why this matters)
- The real criteria that determine if you qualify for business funding
- Why fast growth can be dangerous—and how controlled scaling wins long-term
- The difference between loans, lines of credit, revenue financing, and equipment financing (and when to use each)
- How to still get funding even if your credit isn't perfect
- What lenders look for in a "strong borrower profile"
- Why many fintech companies fail—and what separates the ones that last
Resources: https://kapitus.com/
Tim Mages is the CEO of ECG, expansion capital group, where he helps businesses secure customized financing solutions to support growth, operations, and long-term success. With extensive experience in commercial finance and equipment leasing, Tim works closely with companies across a variety of industries to structure funding solutions tailored to their specific needs.
Under his leadership, ECG has built a strong reputation for providing flexible financing options and helping businesses navigate complex funding challenges efficiently. Tim brings a practical and relationship-driven perspective to business lending, capital access, and strategic financing.
Tim's perspective would be especially valuable for conversations around commercial finance, equipment leasing, business growth strategies, and how companies can better position themselves to access capital in today's market.
During the show we discuss:
- Why traditional banks reject so many small business owners (and what they're really looking for)
- How alternative lenders evaluate risk differently—and why that opens more doors
- The biggest mistakes entrepreneurs make when trying to secure funding
- How to position your business to get approved faster and for higher amounts
- Why speed and flexibility in funding can be a competitive advantage
- The truth about merchant cash advances, equipment financing, and other options—what's legit and what's misunderstood
- How lenders think about cash flow vs. credit scores
- What it really takes to scale using capital without putting your business at risk
Resources: Website: https://www.ecg.com/ LinkedIn: https://www.linkedin.com/in/tim-m-1647775/
Many business owners spend years chasing revenue (building six, seven, even eight figure businesses) only to discover that building a successful business doesn't automatically create wealth. In today's conversation, we'll explore the difference between becoming funding-ready and becoming truly wealth-ready, the financial habits that keep business owner's stuck, and how we can use proper structure, capital, and financial discipline to create long-term success AND generational wealth.
Today's guest Katrina Fitten, is the CEO and Chief Financial Officer of New Day for You Financial and a Certified Master Financial Coach. She is answering the question many need answered which is, "what to do after you get access to money to begin to build generational wealth, and bringing a unique perspective to this, after experiencing significant financial hardship and then transforming her own financial future.
She's equipping "womanpreneurs" with the systems, education, and funding strategies needed to structure their businesses properly, improve financial credibility, and access capital with confidence. Through her coaching and Business Structure Blueprint, she helps clients move from struggling with cash flow to building scalable, sustainable businesses and wealth.
Her mission is to ensure women stop relying on personal funds to run their businesses and instead become financially prepared, funding-ready, and positioned for long-term success and wealth creation.
During the show we discuss:
- Why most entrepreneurs get denied funding—and how to fix it before applying
- How personal finances impact business funding approvals more than you think
- The key financial foundations every business needs before scaling
- How to structure your business properly to become fundable
- Why financial discipline and organization drive long-term success
- Common mistakes entrepreneurs make with money that hurt their growth
- How to prepare for funding the right way instead of rushing into it
- How to build confidence around money and financial decision-making
Resources: https://www.newdayforyoufinancial.com/
Have you ever thought about raising capital for your business? Many entrepreneurs assume that raising capital means giving up equity, taking on restrictive debt, or waiting until they're much larger to access meaningful funding. But today's financing landscape offers more options than ever for growth-focused companies looking to scale without sacrificing ownership. Today we're going to talk about thinking strategically about financing, when debt makes more sense than equity, common mistakes often made when raising capital, and what it takes to build a business that's truly ready for growth.
Joining us is Michael Wallace, CEO of TIMIA Capital, who specializes in helping technology companies access non-dilutive growth capital designed to support expansion while preserving flexibility. Michael has deep expertise across lending and tech and works closely with entrepreneurs and investment partners to design financing strategies that prioritize scalability and flexibility.
Prior to joining TIMIA in 2024, Michael served as President of Torinit and CEO of FindWRK, a recruiting marketplace startup. He also played a pivotal role at Langhaus Financial, joining as its first executive hire and helping scale it into Canada's largest alternative life insurance lender before its successful sale in 2022.
Michael began his career in management consulting at Bain & Company. He holds an MBA from the Kellogg School of Management and a Bachelor of Commerce from Queen's University, bringing a strong foundation of strategic and operational leadership to every venture he leads.
During the show we discuss:
- Why giving up equity isn't always necessary to raise meaningful capital
- When debt is actually the smarter option for growth-focused businesses
- How non-dilutive financing works and why it's gaining popularity
- What makes a business "fundable" in today's lending environment
- Common capital-raising mistakes that cost founders time, money, and ownership
- How to think strategically about financing instead of reacting when you need cash
- Why lenders vs. investors look for different things—and how to position for both
- How to scale while maintaining control and flexibility
Resources: https://timiacapital.com/
Brock Blake is the CEO and co-founder of Lendio, the nation's leading small business finance solutions provider, dedicated to making access to capital faster, simpler, and more transparent for entrepreneurs. Under his leadership, Lendio has helped small business owners secure more than $16 billion in funding, empowering growth and opportunity across industries.
An Inc. 500 CEO, national keynote speaker, and Forbes contributor, Brock is widely recognized for his impact on the fintech and small business landscape, including being named Utah's Emerging Executive of the Year. Beyond business success, he is deeply committed to building a strong, values-driven company culture rooted in humility, performance, and service.
Through Lendio Gives, Brock has championed global impact—helping provide microloans to underserved entrepreneurs worldwide via Kiva for every loan facilitated on the platform.
During the show we discuss:
- Why most small businesses struggle to get funding—and how to overcome those barriers
- How lending marketplaces work and why they're changing the game for entrepreneurs
- What lenders actually look for when approving funding (and how to position yourself)
- How to match your business with the right type of financing instead of taking the wrong capital
- The biggest mistakes business owners make when trying to secure funding
- How Brock scaled Lendio into a market leader in small business lending
- Why access to capital is a growth strategy—not just a safety net
- How to simplify the funding process and avoid wasting time with the wrong lenders
Resources: https://www.lendio.com/company
Sharon Vornholt is a seasoned real estate investor, marketing strategist, and nationally recognized probate investing expert with nearly three decades of experience in the industry. Since 1998, she has built a reputation for helping investors and agents generate consistent, high-quality leads—particularly through probate and direct mail marketing strategies.
As a real estate and business coach, Sharon specializes in teaching entrepreneurs how to create effective marketing plans, attract motivated sellers, and stand out through powerful personal branding. She is the creator of the Louisville Gals Real Estate Blog, where she shares actionable insights, training, and resources for investors at every level.
Sharon is also an accomplished author, podcaster, and educator, hosting the popular "Let's Talk Real Estate Investing" podcast. Through her content, coaching, and speaking, she empowers real estate professionals to build scalable, profitable businesses with confidence.
During the show we discuss:
- Why probate investing is a hidden goldmine most investors overlook—and how less competition creates better deals
- How to consistently generate high-quality leads using probate data and direct mail marketing
- The exact mindset shift needed to approach probate deals with empathy (and still close profitably)
- How to build a scalable marketing system that brings in deals month after month
- Why branding and positioning matter even in real estate investing (and how to stand out)
- How to turn one niche strategy into a full business model instead of chasing random deals
- Common mistakes investors make when entering probate—and how to avoid them
- How Sharon built longevity in the industry by focusing on systems, not just transactions
Resources: https://www.linkedin.com/in/sharonvornholt/ https://louisvillegalsrealestateblog.com/
Nicole Scott is a credit and business coach, entrepreneur, and founder of Credit Coach Pros, recognized for helping individuals and entrepreneurs leverage personal and business credit to build wealth and access funding. After overcoming her own financial challenges—starting with a credit score in the 400s—she rebuilt her profile and turned that experience into a thriving coaching business.
With over 15 years of experience in business development and operations, Nicole has helped thousands improve their credit, secure funding, and launch or scale businesses. Through her platforms, including YouTube and Instagram, she delivers practical education on credit repair, tradelines, and entrepreneurship, while mentoring aspiring credit professionals.
Her mission is to simplify credit and empower others with the tools, strategies, and confidence to achieve long-term financial independence.
During the show we discuss:
- How to improve your credit profile the right way (not just quick fixes)
- Why your credit is one of your most powerful wealth-building tools
- How to leverage personal credit to access funding and opportunities
- The biggest mistakes that keep people stuck with poor or stagnant credit
- How to turn credit into a tool for scaling your business and finances
- What it takes to build a strong, fundable credit profile long-term
- How to align your credit strategy with financial growth goals
- The mindset shift needed to use credit strategically—not emotionally
Resources: https://linktr.ee/creditcoachnicolescott
Joseph is a seasoned real estate investor and mentor. Through Real Estate Mentoring USA, he helps aspiring and experienced investors learn creative real estate strategies, lead generation systems, and transaction structuring techniques designed to build long-term wealth.
Over the course of his career, Joseph and his family have been involved in the development, construction, ownership, and management of more than 10,000 homes, shopping centers, and apartment units across multiple states. He specializes in creative financing strategies including wholesaling, lease options, subject-to deals, and fix-and-flip investing.
Since 2010, Joseph has mentored thousands of real estate investors through hands-on coaching and training programs focused on helping students generate profitable deals and scale their investing businesses. Joseph's perspective would be especially valuable for conversations around creative real estate investing, alternative financing strategies, wholesaling, lead generation, and building wealth through real estate.
During the show we discuss:
- How to get started in real estate without massive upfront capital
- Creative strategies to structure deals with minimal money out of pocket
- Why traditional financing isn't the only path—and how to work around it
- How to find opportunities and turn them into profitable deals
- The role of leverage in scaling a real estate portfolio faster
- How to partner strategically to close bigger and better deals
- Common mistakes new investors make—and how to avoid costly setbacks
- How to think like an investor and spot deals others miss
You can explore more about Joseph here: Website: https://www.realestatementoringusa.com/ LinkedIn: https://www.linkedin.com/in/joe-bodek-61743032/
Jentri Smith is the Senior Vice President and SBA Lending Manager at Amegy Bank of Texas, where she leads the strategy and execution of the bank's Small Business Administration (SBA) lending initiatives. In this role, she partners with lending teams across the organization to expand access to capital for small businesses while strengthening the bank's presence as a top SBA lender in Texas.
With more than 17 years of experience in SBA, commercial, and business lending, Jentri brings deep industry knowledge and a proven ability to help businesses grow. She has held leadership and relationship management roles at institutions including Wells Fargo, Community Certified Development Corporation, and Comerica Incorporated.
Jentri earned her MBA from Prairie View A&M University and a BBA in Finance from Texas A&M University. She is also passionate about giving back, volunteering with Junior Achievement to support financial literacy and youth development.
During the show we discuss:
- What banks actually look for when approving SBA loans
- Why strong deals still get declined—and how to fix those gaps
- How to position yourself as a low-risk, high-confidence borrower
- The key components of a deal that gets fast-tracked vs. stalled
- How SBA lenders evaluate cash flow, projections, and business health
- Insider strategies to increase approval odds before you apply
- The biggest mistakes borrowers make that kill deals early
- How to align your application with what decision-makers really want
Resources: https://www.amegybank.com/
Alan Peterson is a nationally recognized, top-producing SBA lender specializing in business acquisitions, partner buyouts, and commercial real estate financing. He brings over a decade of experience with a strategic, relationship-first approach to every deal.
He's a Certified Exit Planning Advisor, offering insight on both the buy-side and sell-side and is guiding his clients from pre-qualification through closing and beyond. He works with entrepreneurs, operators, business brokers, and CPAs nationwide, with a focus on manufacturing and home-services businesses.
Known for prioritizing the right deal over just getting a deal done, Alan has built long-term partnerships rooted in trust and execution. Based in Tampa, Florida, he is also a founding board member of Fostering Hearts and a dedicated husband and father."
During the show we discuss:
- Why buying a business can be faster and less risky than starting one
- How SBA loans actually work for acquisitions, buyouts, and real estate
- What lenders look for when evaluating deal strength and borrower eligibility
- How to structure acquisition deals with little money out of pocket
- The key mistakes that kill SBA deals before they get approved
- How to position yourself as a strong borrower—even without perfect credentials
- Why exit planning matters and how to build value from day one
- How to use financing as a tool to scale through ownership, not just effort
Resources: https://www.firstib.com/
Reza Rahman is the co-founder and President of Ava, a fintech company focused on transforming how people build and manage credit. After years in Silicon Valley scaling technology companies, Reza shifted his focus to consumer finance, driven by his belief that the current credit system is not designed to serve everyday people.
As a first-generation immigrant, Reza built his credit from scratch while navigating student debt and the challenges of securing financing. Through that experience, he saw firsthand how complex and unforgiving the system can be, especially for those without access to the right knowledge or tools.
He founded Ava in 2020 to create a more transparent and consumer-first approach to credit building. Today, the platform has helped hundreds of thousands of users improve their credit profiles, reduce interest costs, and build stronger financial foundations. His credit building app raised over $15 million dollars last year and demand continues to grow
Reza's work focuses on helping individuals and entrepreneurs take control of their credit, improve their Fundability, and use financial tools to create real leverage and long-term opportunity.
During the show we discuss:
- Why the traditional credit system fails most people—and how to work around it
- How to build and improve your credit faster using modern tools
- The role of fintech and AI in changing how credit is tracked and optimized
- How to turn your credit profile into a powerful funding tool
- The biggest mistakes people make that keep their credit stuck or declining
- How to reduce interest costs and strengthen your financial foundation
- What it takes to become truly funding-ready in today's environment
- How to use credit strategically to create long-term leverage and opportunity
Resources: https://www.meetava.com/ https://www.linkedin.com/in/rezarahman/
Wassia Kamon is a CPA, CMA, and MBA who brings over 15 years of experience in finance, accounting, and business leadership across multiple industries. She currently serves as CFO of a mission-driven CDFI, where she helps guide financial strategy, growth, and impact for underserved communities.
As an award-winning CFO, published thought leader, and podcast host of "The Diary of a CFO," Wassia is known for her honest and practical insights into what it really takes to build and lead a strong finance function. She speaks openly about the challenges finance leaders face, from navigating the first year in the CFO seat to building teams that can truly support growth.
Wassia has built a strong presence on LinkedIn, where she shares clear and relatable insights that help founders and finance leaders better understand their numbers, avoid common mistakes, and make smarter decisions. Her work highlights how strong financial leadership is a key driver of Fundability, long-term growth, and access to capital.
Today, she helps bridge the gap between financial strategy and real-world execution, giving business owners the clarity and structure they need to scale with confidence.
During the show we discuss:
- Why most founders are financially misaligned—and how it limits growth
- The hidden reasons your business isn't actually fundable (even if you're making money)
- How to fix your financial foundation before trying to scale
- Why chasing revenue can hurt profitability and long-term success
- How to align your business model, credit, and cash flow for real growth
- The mindset shift needed to build a business that creates freedom—not more work
- What lenders and funders actually look for when deciding who gets capital
- How to turn your business into a scalable, finance-ready asset
Resources: https://www.wassiakamon.com/ https://thediaryofacfo.com/ https://www.linkedin.com/in/wassiakamon/
Jonathan Frank is a Certified Lease & Finance Professional (CLFP) and commercial finance executive with over eight years of experience helping mid-market companies deploy capital for growth while protecting liquidity. As Vice President of Sales at Alliance Funding Group, he built and scaled a commercial finance team from a single contributor into a multi-rep unit responsible for driving more than $100M in originations across diverse industries.
He works closely with CFOs, operators, and business owners to structure $500K to $50M financing solutions for critical capital expenditures, equipment, and technology investments. Known for bringing speed, certainty, and structure to complex deals, Jonathan is actively involved in strategy, underwriting alignment, and execution to ensure solutions fit real-world cash flow needs.
He also served on the Board of Directors for Elite OC, helping grow membership by over 65% during his tenure.
During the show we discuss:
- Why equipment financing is one of the smartest ways to scale without draining cash
- How to structure large financing deals while protecting liquidity
- The key differences between leasing vs. owning assets—and when to use each
- How top lenders bring speed, certainty, and flexibility to complex transactions
- What it takes to secure funding for high-ticket equipment and tech investments
- How to align financing with real-world cash flow and operational needs
- Insider strategies for layering capital to support mid-market growth
- How experienced finance teams turn capital expenditures into growth engines
Resources: https://afg.com/ https://www.linkedin.com/in/jonathanfrankclfp/
Darrell Hornbacher is the Founder and President of Midas Financial Company, one of the nation's longest-standing unsecured business loan brokerage firms. With over 22 years of experience in alternative financing, he is widely recognized as an industry pioneer, having created the original 0% business credit card stacking platform and launching it online in 2004.
Under his leadership, Midas Financial has facilitated more than 42,500 funding and credit transactions, securing over $2 billion in capital for entrepreneurs nationwide. His journey into finance began while preparing to sell a business and facing traditional lending barriers, which inspired his mission to help others access flexible funding solutions.
Darrell has also overseen the restoration of over 37,000 personal credit profiles and is known for developing customized capital strategies that empower business owners to scale, grow, and "Dare To Dream Bigger."
During the show we discuss:
- The evolution and legitimacy of credit card stacking
- How entrepreneurs can access capital without traditional banks
- The realities of the lending industry (past vs present)
- Strategies for scaling businesses using unsecured funding
- Credit optimization and structuring deals for maximum funding
- Insider perspective from someone who helped shape the industry
Resources:
https://midasfinancialcompany.com/
Chris Sain is a former Division I athlete turned entrepreneur, author, and financial independence advocate. Starting as a walk-on athlete, he faced significant credit card and student loan debt without the financial support many of his peers had. Raised in the inner city, Chris developed a relentless work ethic and determination to break the cycle of limited opportunity. Through discipline and persistence, he paid off his debt, earned advanced degrees, and built a successful career in business.
Chris is the Founder and CEO of Grand C.I.T.Y., a nonprofit dedicated to empowering at-risk youth through sports, education, and mentorship. A dynamic speaker, he regularly shares his story in schools and communities nationwide. After retiring at 37, Chris now focuses on helping others achieve financial freedom and long-term success.
During the show we discuss:
- How Chris Sain built a massive, loyal community (1M+ subscribers) from scratch
- The importance of trust-building before monetization in today's digital world
- How to turn content into real income streams and scalable businesses
- Chris's journey from debt and adversity to financial independence
- The mindset shifts needed to break out of financial struggle and build wealth
- How to use platforms like YouTube to educate, influence, and grow a brand
- Strategies for simplifying investing and making it accessible to everyday people
- How consistency and authenticity drive long-term audience growth and impact
Resources:
https://chrissain.com/
Troy Johnston brings deep operator experience to Stackeasy, shaped by building and exiting eCommerce and SaaS businesses. As co-founder of Seller Tools and an advisor with Carbon6, he understands where businesses lose time and how automation unlocks scale.
At Stackeasy, Troy focuses on simplifying operations through practical AI solutions that improve efficiency, decision-making, and growth. His experience with Neon Pulse further strengthens his ability to identify meaningful applications of emerging technology.
Rather than chasing hype, Troy emphasizes real-world impact—helping businesses implement automation that drives measurable results. Together, Troy and Stackeasy reflect a modern approach to building lean, scalable companies powered by AI.
During the show we discuss:
- How to move beyond just getting funding and actually manage it for growth
- The biggest mistakes entrepreneurs make when handling multiple credit cards and 0% APR offers
- A breakdown of how to optimize credit lines, rewards, and balance transfers
- How automation and AI can help you track and manage funding without the chaos
- Strategies to increase cash flow and liquidity using existing credit
- How to turn funding into real investments and scalable opportunities
- Why most business owners lack systems—and how to build a smarter funding strategy
- A look at the future of business finance through automation-driven decision making
Resources: https://www.stackeasy.ai/
Steven Edisis is the Founder & CEO of Dynamic Capital, a revenue-based financing firm that provides fast, flexible working capital, business lines of credit, and financing solutions for small and mid-sized businesses. Driven by a mission to empower entrepreneurs overlooked by traditional banks, Steven launched Dynamic Capital in 2013 to deliver founder-friendly, non-dilutive capital that aligns with real business cash flow—not just credit scores.
Based in Miami, Florida, he leads the company's strategic vision and growth while sharing insights on business financing, leadership, and entrepreneurship through his social platforms and The Steven Edisis Show.
With a background that includes education at the University of South Florida, Steven has built Dynamic Capital into a trusted partner to thousands of businesses across the U.S. known for transparent service and rapid funding turnaround.
During the show we discuss:
- Steven Edisis' background and how he got started in business funding and lending
- How revenue-based financing works and when it's a good fit for businesses
- Differences between traditional loans and alternative funding solutions
- How business owners can access capital without relying heavily on personal credit
- Key factors lenders look at when approving funding
- Common pitfalls businesses face when trying to secure financing
- How to use funding strategically to drive growth and avoid cash flow issues
- The future of alternative lending and opportunities for entrepreneurs
Resources: https://www.dynamiccap.com/ www.stevenedisis.com
Mike Swigunski is a digital acquisitions expert, bestselling author, and remote work leader with over a decade of experience building and scaling online businesses. As Employee #4 at Empire Flippers, the world's largest curated marketplace for buying and selling online businesses, he helped grow the company into an eight-figure global operation while brokering more than $120 million in digital asset transactions.
Mike is a trusted advisor to investors and operators across SaaS, apps, and digital ventures, including partnerships connected to Five Arrows (Rothschild & Co). He is a #1 bestselling author, Forbes contributor, and recognized TEDx and keynote speaker on online business growth.
Having worked remotely in over 100 countries, Mike brings a global perspective to helping entrepreneurs build location-independent businesses and achieve financial freedom.
During the show we discuss:
- Mike Swigunski's journey into digital acquisitions and buying online businesses
- What digital assets are and why they're becoming a popular investment class
- How to identify profitable online businesses to acquire
- The process of buying, scaling, and exiting digital businesses
- Key metrics and due diligence steps before purchasing an online business
- Common mistakes first-time buyers make in digital acquisitions
- How to finance or structure deals when acquiring online businesses
- Strategies for increasing revenue and value post-acquisition
Resources: https://mikeswigunski.com/ https://wefunder.com/dividends
Irvin Pena, known as Irv, is the founder of The Insight Inner Circle, an education and business consulting company focused on helping entrepreneurs grow through financial literacy, business credit, and strategic guidance. He has been featured in outlets such as the South Florida Business Journal, Complex, and Orlando Voyager for his expertise and impact in the business and finance space.
Irv is a sought-after speaker who has appeared on multiple trainings and podcasts, sharing insights on business, credit, finance, and leadership. He is also the host of the five-star rated podcast, The Insight With Irv Show.
With a rapidly growing audience of over 1,000,000 followers across social media, Irv has become a leading voice in entrepreneurship. His unique style challenges how people think about business, relationships, health, and money, helping them gain clarity and take action.
During the show we discuss:
- Irvin Pena's background and how he got started in business credit and funding
- How entrepreneurs can build business credit separate from personal credit
- The importance of structuring your business correctly from the start
- Key steps to becoming "funding ready" before applying for capital
- Common mistakes that lead to funding denials
- How to leverage business credit to scale operations and increase cash flow
- The role of mindset and discipline in building a successful business
- Practical strategies for entrepreneurs to access and use capital responsibly
Resources:
https://www.masterclass.insightinnercircle.com/
https://www.youtube.com/@IrvOfficial
https://www.instagram.com/irv.official/
Mark J. Kane, Founder and CEO of Sunwise Capital, is a distinguished entrepreneur with over 18 years of experience in business financing. A graduate with honors in Psychology from the University of Massachusetts, Amherst, Mark honed his analytical and problem-solving skills before leading a psychiatric facility as Hospital Administrator at just 24.
Transitioning into finance, he spent 15 years in senior leadership across capital markets, securities, and internet finance, expanding operations nationwide and mentoring thousands of professionals. As a serial entrepreneur, Mark launched a flagship online platform generating mid-eight-figure revenue and scaled a $5 million line of credit to $18 million within 14 months.
In 2010, he co-founded Sunwise Capital in Boca Raton, FL, providing strategic financing solutions that have empowered over 86,000 businesses. A member of the Forbes Finance Council, Mark combines operational expertise, innovative thinking, and a commitment to mentorship, helping business owners and partners access capital confidently while driving growth and impact.
During the show we discuss:
- Mark Kane's background and how he transitioned into business financing and entrepreneurship
- The evolution of the business lending space and how it's changed over time
- The fastest and most flexible ways for businesses to access capital today
- Different types of funding options and when to use each
- How lenders evaluate risk and what business owners need to qualify
- Common mistakes business owners make when seeking funding
- How to position your business to get approved for higher funding amounts
- Insights into scaling lending operations and helping thousands of businesses access capital
Resources: https://sunwisecapital.com/
Juan Pablo is a real estate investor, entrepreneur, and founder dedicated to helping professionals achieve financial freedom through strategic property investing. After leaving a stable government career at 30, he transformed a side hustle into a multimillion-dollar real estate portfolio built on cash-flowing assets and scalable systems.
As the founder of the Multifamily Done-For-You Program and 100 Percent Financed, Juan Pablo helps high-performing individuals build passive income without the demands of becoming full-time investors. His approach focuses on leveraging creative financing, automation, and expert execution to simplify wealth-building.
Through his work, Juan empowers clients to move beyond trading time for money and instead create lasting income, freedom, and legacy through real assets.
During the show we discuss:
- How Juan Pablo rapidly scaled a portfolio of multifamily properties using systems, partnerships, and strategic deal structuring
- Creative financing strategies, including how to acquire properties with little to no money down
- The role of networking and relationship-building in sourcing deals and raising capital
- How to structure deals with investors to create win-win partnerships
- Systems, automation, and team-building approaches that allow him to scale efficiently
- Key challenges and mistakes faced early on and how to overcome them
- Practical advice for busy professionals looking to generate passive income through real estate
Resources: https://multifamilydoneforyou.com/training-yt https://100percentfinanced.com/
Nathan Gwilliam is an incurable creator and growth strategist passionate about helping businesses harness tectonic shifts like credibility marketing, platform ownership, online shows, and recurring revenue. He has founded and sold three ventures, scaled digital platforms to massive global audiences, and driven breakthrough growth—including helping a Facebook app reach 90 million installs and building social ecosystems exceeding 110 million followers.
Nathan is the creator of Adoption.com, the world's most-visited adoption site, and has launched multiple high-impact media and community platforms reaching hundreds of millions monthly. His work has earned honors such as "Best of the Decade" from BYU and the U.S. Congress "Angel in Adoption."
After scaling and selling Adoption.com, Nathan turned his focus to podcasting, ultimately founding PodUp—an all-in-one platform designed to help creators and entrepreneurs build, grow, and monetize powerful shows.
During the show we discuss:
- How entrepreneurs can leverage credibility and authority to accelerate business growth
- The shift from traditional marketing to platform ownership and audience control
- Why building your own media (podcasts, shows, content platforms) creates long-term leverage
- How recurring revenue models can provide stability and scalability for businesses
- The importance of adapting to major market and technology shifts
- How business owners can position themselves as trusted experts in their space
- Strategies for using content and media to attract, nurture, and convert customers
- Why forward-thinking entrepreneurs focus on owning attention instead of renting it
Resources: https://podup.com/ https://podallies.com/ https://myplatforms.com/
Dustin Bond is a commercial finance executive and founder of Orange Funding, a capital platform built to deliver short-duration funding with speed, precision, and structural discipline. With over two decades of experience, he specializes in deploying working and bridge capital with clearly defined terms, transparent underwriting, and rapid execution—typically issuing approvals within 24 hours and funding within days.
In 2024, he launched Orange Funding as a focused extension of his broader vision, offering $250,000 to $10 million facilities, alongside OrangeCash for fast-turnaround funding. He also founded Rhapsody Financial in 2018, a private credit platform centered on broker-driven origination and structured yield.
Dustin's background includes scaling a national leasing company and serving in senior executive roles across capital markets. Outside of finance, he is a husband, father of four, and an ultramarathon runner.
During the show we discuss:
- Overview of short-term or bridge funding and how it works
- Differences between alternative funding and traditional bank financing
- Key situations where businesses should consider short-duration capital
- Speed and accessibility of modern funding solutions
- Factors that influence approval for alternative financing
- Risks and trade-offs associated with fast, short-term funding
- Effective ways to use this type of capital for business growth
- Common mistakes entrepreneurs make when seeking funding
Resources: https://www.orangefunding.com/ fund@orangefunding.com
Nick Loper is an entrepreneur and the founder of Side Hustle Nation, a platform dedicated to helping people build income streams outside their day jobs. He believes in sustainable hustle—focused effort without burnout—and shares practical strategies drawn from his own journey and hundreds of real-world case studies. From selling candy as a kid to launching businesses while working full-time, Nick has consistently pursued opportunities to create freedom and financial security. Through Side Hustle Nation, he provides actionable ideas, tools, and inspiration for anyone looking to earn extra income, learn new skills, or take control of their future. Whether your goal is to pay off debt or escape the 9-to-5, Nick's mission is simple: help you hustle smarter.
During the show we discuss:
- Why are side hustles becoming more popular today?
- What inspired Nick Loper to start Side Hustle Nation?
- Do you need to quit your job to start a successful business?
- Can a side hustle realistically replace a full-time income?
- Who should consider starting a side hustle?
- How do you balance a side hustle with a full-time job?
- What makes a side hustle sustainable long-term?
- What mindset shift is needed to succeed with side hustles?
Resources: https://www.sidehustlenation.com/ https://www.sidehustlenation.com/side-hustle-show/ https://www.sidehustlenation.com/creditsuite
Bob McIntosh is a digital marketing strategist, speaker, and educator who helps businesses grow by building audiences online. Since 2020, digital marketing has become the fastest and most powerful way for companies to capture attention, communicate value, and create lasting community—and Bob has been leading in this space for over 12 years. With more than 4,000 hours on stage and experience helping tens of thousands of businesses, he brings real-world insight across industries, from consumer goods and electronics to coaching, industrial, B2B, and local markets. Bob believes that no matter the business model, winning today requires attention, trust, and connection—and online platforms make that more accessible than ever. Through practical strategies and proven frameworks, he empowers business owners to grow their influence, increase demand, and thrive in the modern economy.
During the show we discuss:
- Why businesses need a predictable system for generating leads, instead of relying on referrals or inconsistent marketing
- How entrepreneurs can build an audience online to create long-term demand for their products or services
- The role of attention, trust, and connection in modern digital marketing
- Practical strategies for using social media and online platforms to grow visibility and influence
- Why building a community around your brand can lead to repeat customers and long-term growth
- The importance of consistent content and messaging to establish authority in your industry
- How digital platforms have made it easier than ever for businesses to reach and engage their ideal customers
- Ways entrepreneurs can use digital marketing to scale their business and create more predictable revenue
Resources: https://go3dc.com/
Michael Hession is an authorized practitioner of the Infinite Banking Concept (IBC) who has been implementing this powerful wealth strategy for his own family for over eleven years and guiding clients toward financial independence for more than seven. As a Wealth Strategist at Factum Financial, Michael brings extensive real-world experience to his work. He previously spent 16 years as the owner and operator of a successful marine business, giving him firsthand insight into the financial challenges entrepreneurs face.
Michael also has a strong background in trading options, futures, and currencies, along with investing in and managing multiple real estate properties—experiences that revealed the risks of relying solely on traditional financial systems. Since discovering IBC eight years ago, he and his wife Ann have built multiple policies and are passionate about helping families and business owners create stability and lasting wealth.
During the show we discuss:
- What infinite banking is and how it works as a long-term financial strategy
- How specially structured whole life insurance policies can be used to build and access capital
- The concept of becoming your own banker and borrowing against your own cash value
- How business owners can use this strategy to fund investments, opportunities, and expenses
- The difference between infinite banking and traditional banking or financing methods
- How this approach can help create long-term financial security and wealth preservation
- Common misconceptions people have about life insurance and cash value strategies
- How entrepreneurs can integrate infinite banking into their overall financial and business strategy
Resources: https://go.factumfoundations.com/perfectasset https://calendly.com/mhession64/22min https://factumfinancial.com/ https://theperfectasset.com/
Shane Engelken helps owners, operators, and investors structure financing solutions tailored to their unique needs. From straightforward acquisitions to complex, multi-layered projects, Shane's goal is to make the lending process seamless, transparent, and built on long-term trust.
Working with a bank that blends strength and flexibility with a hands-on, solution-focused approach, Shane primarily serves the Midwest while maintaining lending relationships in nearly 40 states. He works directly with principals and operators, providing capital across commercial real estate—including acquisitions, refinances, and construction—operating lines of credit, floor plans, equipment financing, and working capital loans.
Shane brings extensive experience with SBA, USDA/FSA, CPACE, tax credits, and a variety of layered capital structures. Whether you're scaling your business, acquiring new assets, or recapitalizing, Shane delivers tailored solutions designed to help you grow and succeed.
During the show we discuss:
- The different types of bank financing available to small businesses, including lines of credit, equipment financing, and commercial real estate loans
- How community and regional banks support entrepreneurs with more flexible lending relationships
- The role of SBA and government-backed programs in helping businesses qualify for financing
- How lenders evaluate businesses when determining loan eligibility and risk
- The importance of structuring deals with the right combination of capital sources
- Common challenges business owners face when trying to secure traditional bank financing
- How financing can support business growth, acquisitions, and real estate investments
- Why building strong relationships with lenders can lead to better long-term funding opportunities
Resources: https://www.linkedin.com/in/shaneengelken/ https://www.fnbhutch.bank/
Adam Benowitz and Louis Calderone are the Co-Founders of VOX Funding, a leading fintech company providing innovative alternative financing solutions to small businesses nationwide. Together, they bring more than 60 years of combined experience across financial services, investment banking, trading, and entrepreneurship.
Adam, CEO of VOX Funding, is a seasoned investor and entrepreneur with a diverse background spanning finance, media, and impact investing. He previously co-founded Converge Media Group and is a founding partner at Exsight Ventures, an early-stage fund focused on eye health innovation. He also mentors startups at Harvard Business School and supports philanthropic causes including the Foundation for Fighting Blindness.
Louis Calderone, President of VOX Funding, began his career as an options and equity trader in New York before spending over two decades at Aegis Capital, where he rose to President and built the firm into a premier full-service investment company. United by a shared commitment to authentic leadership and lasting client partnerships, Adam and Louis continue to empower entrepreneurs with capital to fuel sustainable growth.
During the show we discuss:
- How alternative financing is helping small businesses access capital faster than traditional banks
- The role fintech lenders play in expanding funding options for entrepreneurs
- Why speed, flexibility, and simplified underwriting are critical in modern business financing
- How revenue-based funding and other alternative solutions work for growing companies
- What lenders evaluate when approving small business funding
- The importance of matching financing solutions to a business's cash flow and growth stage
- Common challenges small businesses face when trying to secure traditional bank loans
- How alternative lenders and brokers can help businesses access capital more efficiently
Resources: https://www.voxfunding.com/
Kayla is the founder and CEO of Hub Funding Solutions, a relationship-driven commercial finance brokerage built to do things differently. With nearly a decade of experience in the equipment financing and the brokerage industry, Kayla's made it her mission to put clients first by matching small and mid-sized businesses with funding solutions that best fit their unique situations.
Under her leadership, Hub Funding Solutions provides equipment leasing, working capital, AR finance, and project finance nationwide.
Kayla was named to the Monitor Daily's prestigious Next Gen Under 40 list, earning recognition as a game changer in the equipment finance industry and the only female owner broker on the list this year. She is a certified lease and finance professional, and she's a CLFP instructor and director at Largo, the American Association of Commercial Finance Brokers. Her philosophy is simple. It's not about the deal, it's about the relationship.
During the show we discuss:
- How to choose the right type of funding for your specific business needs
- Why working with a broker can simplify and expand your funding options
- The key factors to assess before taking on funding (revenue, budget, repayment ability)
- Common mistakes business owners make when seeking capital
- What lenders look for when evaluating your business
- How to align funding decisions with your long-term growth goals
- The differences between funding options and when to use each
- How to use funding strategically to grow your business—not just sustain it
Resources: https://hubfundingsolutions.com/
Jonathan Maxim is the founder of Viral App Launch, where he helps tech startups and app founders scale to 10,000+ users and prepare for investor growth. Since 2016, Jonathan has worked with over 150 apps, specializing in user acquisition, monetization, and investor readiness—the core drivers of sustainable startup success.
His proven growth systems have delivered standout results, including leading TikTok's regional launches with 22,250 new users per month across the UK, USA, and Brazil; optimizing conversion strategy for Universal Music Group to increase annual revenue by $2.2 million; and helping HeyPal scale to one million users in just six months.
Jonathan works closely with both bootstrapped founders seeking smart, efficient growth and funded startups aiming for rapid, profitable scale. His mission is simple: help founders turn promising apps into scalable, revenue-generating businesses investors want to back.
During the show we discuss:
- Why most founders can build an app — but fail to get traction that investors trust
- Why 10,000 users is the statistical proof point that makes startups investable
- The importance of knowing your CAC (Customer Acquisition Cost) and LTV (Lifetime Value)
- How Jonathan split-tested his way to the messaging that converts founders
- Why traction must be measurable, repeatable, and scalable to raise capital
- The difference between building an app… and building an investor-ready business
Resources: https://www.viralapplaunch.com/ @itsJmaxim on Instagram
Tillman Holloway is a former standout football player at the University of Texas, earning All-American honors and First-Team All-Big 12 recognition as a guard. Following his athletic career, he transitioned into entrepreneurship, building over a decade of experience in Bitcoin and blockchain technology.
He founded NFTglee to unlock real-world NFT utility powered by Bitcoin's scalability and now leads Arch Public, a trading technology company focused on delivering institutional-level automation to everyday traders.
Arch Public provides user-driven, rule-based trading strategies that remove emotion from decision-making and help traders perform consistently across market conditions. The company specializes in advanced futures and crypto algorithms, offering innovative tools for managing risk and opportunity as Bitcoin continues gaining traction within traditional finance and institutional markets.
During the show we discuss:
- Why most crypto traders lose money due to emotional decision-making — and how rule-based automation fixes that
- How Arch Public uses algorithmic strategies (including arbitrage and structured scaling) to outperform passive investing
- The importance of protecting cost basis and managing volatility in 24/7 crypto markets
- What "institutional-level automation" really means — and how retail traders can access it
- Why security matters: non-custodial design and never holding client funds
- How algorithmic trading is evolving as Bitcoin gains mainstream and institutional adoption
Resources: https://archpublic.com/
Sam Kwak is a real estate investor, serial entrepreneur, author, and licensed pilot, best known as one half of the Kwak Brothers. His mission is simple but powerful: to help every American family achieve financial peace of mind. Through a portfolio of companies, Sam helps families pay off debt, make smarter investment decisions, and solve real-life financial challenges.
Sam immigrated to the United States from South Korea in 1999, settling in Chicago with his family. As the son of a church pastor, he grew up facing financial hardship while navigating language and cultural barriers. In 2012, Sam and his brother Daniel launched a mobile DJ business, which they later sold to begin their real estate investing journey in 2014. After years of struggle, they experienced a major breakthrough in 2017—scaling from zero to over 75 rental units in just one year.
Today, Sam educates and empowers investors worldwide through YouTube, live stages, and the FORCE Strategy, a system he co-created to acquire real estate without using personal cash or credit.
During the show we discuss:
- Sam's core strategy for helping families pay down their home loans dramatically faster
- How an offset mortgage works and how it keeps cash accessible while reducing interest
- Why most homeowners misunderstand and misuse HELOCs
- What a daily interest ledger is and how to use it to your advantage
- The meaning of "financial peace of mind" and why it's central to the Kwak Brothers' mission
- How immigrating to the U.S. shaped Sam's view on opportunity and entrepreneurship
- The struggles from 2014–2017—and what led to scaling from 0 to 75+ rental units in one year
- What the FORCE Strategy is and how it helps investors acquire property without using personal cash or credit
- How education, software, community, and income-producing assets work together to create lasting freedom
Resources:
https://acceleratedstrategies.com/
https://thekwakbrothers.com/
Jeremy Gilpin is a nationally recognized expert in government-guaranteed lending with over 20 years of experience in banking, specializing in USDA and SBA programs that expand access to capital in rural and underserved communities. He currently serves as Chairman of the Board of Community Bankshares, Inc. and President & CEO of Community Bank & Trust in LaGrange, Georgia, leading one of the nation's fastest-growing mission-driven banks.
Over the course of his career, Jeremy has closed and serviced more than $4 billion in loans across complex programs including USDA B&I, REAP, FSA, USDA 9003, IRP, RLF, and SBA. A U.S. Army veteran, he brings disciplined leadership and a strong public-service mindset to finance. Jeremy has chaired the National Rural Lenders Association, served as President of the National Rural Lenders Roundtable, and actively volunteers, including service on the Nevada Advisory Board for the Special Olympics.
During the show we discuss:
- Various government-backed programs beyond traditional loans that support small businesses
- How underqualified applicants can still access USDA, SBA, and other government-backed funding
- Steps small business owners need to take to qualify for USDA funding to grow their business
- Which types of businesses are eligible for government guarantee lending
- Why a solid business plan is critical to securing approval
- How to navigate funding when online lenders don't offer "common sense" solutions
- Key documentation to prepare for approval and increase chances of success
- How businesses can access loans ranging from $10K to $50M through government-backed programs
- The value of working with a "throwback bank" and how to find one that aligns with your needs
Resources:
https://communitybankshares.com/
Joe Killinger is a real estate entrepreneur with over 30 years of experience across nearly every corner of the industry. Throughout his career, he has worn many hats—Agent, Investor, Syndicator, Founder, and Operator—often simultaneously. Joe has been personally responsible for the sale and/or marketing of more than 6,500 real estate assets, contributing to over $950 million in closed transactions across the United States.
Beyond transactions, Joe invests his time and capital into multiple real estate brands, helping them stay at the forefront through the strategic use of content, community, and business innovation. As an entrepreneur, investor, and real estate content creator, Joe shares real-world insights from his own experience and interviews with top brokers, investors, developers, marketing professionals, and economic experts. His content focuses on brokerage, investing, and entrepreneurship. Connect with Joe on Instagram @joekillinger or on YouTube at Joe Killinger.
During the show we discuss:
- What inspired Joe to create joekillinger.co as a hub for real estate professionals
- Lessons from over 30 years in real estate that shaped how he operates today
- How he scaled multiple real estate companies to significant revenue quickly
- The traits and strategies that separate top-performing agents and investors from the rest
- Why content, community, and personal branding are critical in modern real estate businesses
- How to leverage systems like CRMs and focus on relationships for sustainable growth
- Common mistakes agents make in growing their business—and how to avoid them
- Insights on balancing roles as an operator, investor, and content creator while staying ahead of industry trends
Resources: https://www.joekillinger.co/
Tyler Cauble is a commercial real estate investor, author, and speaker dedicated to helping entrepreneurs, business owners, and investors build long-term wealth through strategic property investments. As the founder of The Cauble Group, Parasol Property Management, Hamilton Development, and CREcentral.com, Tyler has built a vertically integrated ecosystem supporting every stage of the commercial real estate journey—from acquisition and development to management, marketing, and education.
Through The Cauble Group, he is known for transforming underperforming properties into high-performing assets and guiding clients through value-driven buying, selling, and leasing strategies. His companies focus on operational excellence, innovative redevelopment, and community-enhancing projects. Tyler is the author of Open for Business: The Insider's Guide to Leasing Commercial Real Estate and a sought-after speaker and content creator.
Driven by the belief that commercial real estate can build generational wealth, Tyler empowers others to take bold, strategic steps—one deal at a time.
During the show we discuss:
- Why Tyler built a vertically integrated CRE ecosystem—and how controlling every stage creates long-term value
- The "Discovery, Plan, Execution" framework and why strategy beats transactions every time
- Common mistakes new commercial investors make—and how to avoid expensive learning curves
- Why leasing strategy is the real profit lever in commercial real estate (and often overlooked)
- How Tyler's dual role as owner + broker shapes smarter, more practical investment advice
- Turning underperforming properties into high-performing assets through repositioning and execution
- The role of education, community, and mindset shifts in scaling from first deal to legacy portfolio
- What the future of CRE looks like—and where opportunity still hides for strategic investors
Resources:
https://www.tylercauble.com/
Jason Fishman is a marketing strategist with over 15 years of experience helping brands scale through data-driven, multi-channel campaigns. As a "New Media Enthusiast," he has led initiatives across search, social, programmatic, influencer, and content marketing—holding leadership roles on the agency, brand, and vendor sides that give him a unique, 360° perspective.
Before founding DNA, Jason led product marketing for a major mobile ad network representing 1,500+ publisher apps and top-tier advertisers. Since launching DNA in 2014, he's worked with 850+ brands and managed 500+ digital funding campaigns, generating nine figures in results across eCommerce, lead generation, and capital raises.
A recognized thought leader, Jason has spoken at leading tech and marketing conferences, hosts the Test. Optimize. Scale. podcast, and contributes to the Forbes Agency Council and Crowdfund Professional Association Board. He leads a Los Angeles-based team focused on measurable growth and full-funnel performance.
During the show we discuss:
- What inspired DNA's focus on data-driven, full-funnel marketing for brands and investors
- How the 8-Point Strategy helps companies launch faster with clarity, precision, and scalability
- The most common mistakes founders make when marketing to investors—and how to avoid them
- How to know when a campaign is ready to scale versus when it needs further testing
- The metrics that actually matter when measuring investor marketing success
- How first-party data, pixel tracking, and targeting drive consistent 3–10x ROAS
- How storytelling, validation, and multi-channel strategy convert attention into investor action
Resource: https://www.digitalnicheagency.com/
Tom Forsberg is the Chief Revenue Officer at Big Think Capital, where he leads revenue growth across the firm, including its syndication investment platform. As a founding team member, he has been instrumental in shaping the company's success by aligning all revenue-generating departments. Prior to Big Think Capital, Tom was a Sales Manager at a national telecommunications company, consistently earning President's Club recognition.
A Bryant University graduate with a Bachelor's degree in Finance, Tom was a Division I lacrosse captain and All-American athlete. He is known for his client-centric approach, commitment to earning trust, and focus on long-term relationships. Outside of work, Tom enjoys wakeboarding, snowboarding, and spending time with family.
During the show we discuss:
- The range of business funding solutions Big Think Capital offers and who they're best suited for
- How the end-to-end application and approval process works, from intake to funding
- Typical funding timelines and how quickly businesses can access capital
- The criteria used to evaluate businesses, including options for less-than-perfect credit
- How Big Think Capital maintains transparency around rates, fees, and repayment terms
- How dedicated funding specialists help business owners choose the right product
- Ongoing support, repeat funding, and preparation for future rounds of capital
Resources:https://bigthinkcapital.com/
Kenneth "Dub" Washington is a credit and funding strategist redefining how entrepreneurs access capital—without spending their own money. Known as one of the best-kept secrets in finance, Dub teaches individuals how to rebuild, structure, and leverage personal credit so banks—not people—fund their dreams at 0% interest.
Unlike traditional credit experts who sell done-for-you services, Dub focuses on coaching, empowerment, and long-term financial literacy. His approach blends practical funding strategies, disciplined credit sequencing, mindset mastery, and spiritual alignment to help people create sustainable wealth.
A bestselling author and nationally expanding educator, Dub has helped thousands of families use credit to generate income and financial freedom. He's also recognized as a leading expert in financial literacy and elite-level travel hacking.
Founder of the "Everybody Eats" movement, Dub leads a trusted community of over 1,000 members committed to ethical funding, shared success, and total financial empowerment.
During the show we discuss:
- Dub's personal turning point that led him into credit, funding, and financial literacy
- Why personal credit, not cash, creates the fastest access to opportunity for entrepreneurs
- How Dub's coaching-based approach differs from traditional credit repair or done-for-you funding models
- What "Everybody Eats" really means and how it shapes an ethical, abundance-driven community
- Common misconceptions and mistakes entrepreneurs make when leveraging credit
- How to ethically access 0% interest funding through proper sequencing and structure
- The role of mindset, discipline, and spiritual alignment in building permanent financial independence
Resources: https://www.reinventedconsulting.com/ Text class to 864-721-8750 @dubwashington on social
Jeremy Ryan Slate is an entrepreneur, media expert, author, and Founder & CEO of Command Your Brand, a premier PR and podcast placement firm helping visionary founders build trust, authority, and cultural influence through new media. He studied literature at Oxford University, holds a Master's degree, and is a former champion powerlifter.
After surviving life-threatening circumstances at 19 and witnessing his mother's debilitating stroke at 24, Jeremy developed the resilience that shaped his purpose. In 2015, he launched Create Your Own Life (now The Jeremy Ryan Slate Show), which reached 10,000 downloads in its first month and was featured by Neil Patel. His work has been recognized by INC, CIO Magazine, BuzzFeed, Influencive, and Podcast Magazine's 40 Under 40 in Podcasting (2022).
By 2024, Command Your Brand grew to a 15-person team, securing nearly 6,500 podcast placements for impact-driven founders focused on changing culture and humanity.
During the show we discuss:
- Why the old podcast playbook is broken and what's fundamentally changed in podcasting today
- How podcasts can become powerful networking, relationship, and partnership engines
- What separates podcasts that fade out from shows that compound authority and influence
- How founders can get booked on top podcasts through positioning, personalization, and strategy
- Why individualization and strategic storytelling are essential for trust and audience growth
- How data, analytics, and tools like Podchaser help guide smarter podcast decisions
- How Command Studio turns podcast conversations into long-term business opportunities
Resources: https://commandyourbrand.com/ https://commandyourbrand.com/analysis
Brent Daniels is a nationally recognized real estate investor, coach, and founder of Wholesaling Inc., a leading education platform in the real estate investing space. Known for his direct, action-oriented approach, Brent helps investors simplify wholesaling, eliminate overwhelm, and follow clear, proven steps to close deals consistently.
After starting out broke and frustrated, Brent transformed his life through wholesaling by following a simple, repeatable system. He went on to build a multi–seven-figure wholesaling business, now generating over $2 million annually, largely driven by paid traffic and data-backed marketing strategies.
Brent also leads TTP Marketing, a specialized PPC agency managing more than $1 million per month in ad spend for over 200 real estate investors. Through coaching, marketing, and accountability, Brent empowers serious investors to scale their businesses faster and create lasting financial freedom.
During the show we discuss:
- What wholesaling is and why it's one of the fastest entry points to real estate investing
- How to consistently find discounted and distressed properties in any market
- A simple, step-by-step path to closing your first wholesale deal
- How to cut through information overload and focus only on strategies that work
- Proven lead generation methods and ways to lower marketing costs while boosting ROI
- The systems and processes required to scale from one deal to multiple deals per month
- Why community, accountability, and daily action separate long-term success from burnout
Resources: https://www.wholesalinginc.com/ https://www.talktopeople.com/
Jose Rodriguez, known as The Credit Dude, is the founder of Got Credit?, a nationally trusted credit repair company established in 2010. Over the past 15 years, he has helped thousands of clients rebuild their credit, restore confidence, and achieve lasting financial stability.
A former Marine, Jose brings discipline, integrity, and focus to every client relationship. He guides clients through credit report analysis, disputes under the FCRA, and strategies to maintain strong credit beyond the repair process.
Today, his mission is to educate, repair, and build strong financial foundations. Trusted by realtors, lenders, and business leaders, Jose helps clients reach goals like buying homes, securing vehicles, and breaking cycles of financial stress—always applying the same discipline that shaped his early years in the Marines.
During the show we discuss:
- How Jose Rodriguez's Marine Corps experience shaped the discipline, integrity, and client-first values behind Got Credit?
- The step-by-step process Got Credit? uses to dispute inaccuracies under the FCRA
- How clients are coached to not only repair their credit but maintain it long after the process ends
- The types of negative credit items that can be corrected or removed with the right strategy
- How Got Credit? keeps clients informed, empowered, and educated throughout the repair journey
- How Jose balances automation with personal attention while scaling quality service
- How partnerships with realtors, lenders, and business leaders help clients prepare for major financial milestones
Resources: https://www.gotcredit.com/
Rondi Lambeth is a nationally recognized financial strategist, award-winning TV and radio host, and bestselling author featured on ABC, CBS, CNN, FOX News, and NBC. As a leading expert in credit optimization, corporate structuring, tax strategy, and asset protection, he has helped tens of thousands of entrepreneurs and high-net-worth individuals reduce taxes, protect assets, and build long-term wealth. He is also a sought-after speaker who has shared his expertise on major stages, including Harvard.
Rondi began his career in service as a military member and 15-year firefighter, earning Firefighter of the Year in 1998 and responding to the Columbine tragedy. After losing his younger brother to financial stress, he committed himself to helping others avoid similar hardship through financial education and empowerment.
In 2007, he founded Fortress Credit Pro, helping clients eliminate over $50 million in debt and improve their financial standing. Today, through his elite concierge advisory and his School of Wealth podcast, Rondi equips people with proven strategies to maximize credit, minimize taxes, and protect their wealth.
During the show we discuss:
- Proven legal strategies to minimize taxes while protecting personal and business assets
- How entrepreneurs can reduce debt while improving cash flow and financial flexibility
- What elite-level concierge credit optimization looks like for high-net-worth individuals
- Foundational steps for building, protecting, and preserving a long-term financial legacy
- The importance of proper corporate structure in reducing liability and tax exposure
- Why mentorship accelerates smarter wealth decisions for entrepreneurs and investors
- How the School of Wealth podcast educates listeners on legal tax strategies, asset protection, and financial intelligence
Resources:https://rondilambeth.com/ https://winningthetaxgame.com/
Mark Schaefer is a globally recognized keynote speaker, business consultant, and bestselling author known for his leadership in modern marketing and digital strategy. With over 30 years of experience in sales, PR, and marketing, he leads Schaefer Marketing Solutions and writes the acclaimed blog {grow}, consistently ranked among the world's top marketing blogs.
A respected academic and practitioner, Mark holds advanced degrees in marketing and organizational development, teaches in the graduate program at Rutgers University, holds seven patents, and studied under Peter Drucker, the founder of modern management. He is a highly sought-after speaker, presenting at major events worldwide and advising organizations from startups to global brands like Adidas, Pfizer, and the U.S. Air Force.
Mark is the bestselling author of ten influential books, including Marketing Rebellion, KNOWN, The Content Code, Belonging to the Brand, and his most recent How AI Changes Your Customers. His work is used as teaching material at universities globally, and he co-hosts The Marketing Companion, a top-ranked marketing podcast with over 1.5 million downloads, while contributing regularly to leading media outlets such as Harvard Business Review, The New York Times, and The Wall Street Journal.
During the show we discuss:
- The most significant ways AI is reshaping organizations, workflows, and decision-making
- How AI is expected to impact humanity, work, and society over the next decade
- Why AI is rapidly changing how people learn, process information, and make decisions
- The rise of AI as a primary source of emotional support and guidance
- How businesses can make customers feel valued and human in an AI-driven world
- Why brands must now optimize for AI—not just end users
- What truly matters (and what no longer does) when communicating in the age of AI
Resources: https://businessesgrow.com/
Dave Cousins is an automation strategist and entrepreneur known for helping business owners scale with systems instead of burnout. After leaving the Navy, he discovered that entrepreneurship came with no roadmap—just uncertainty, setbacks, and the realization that hard work alone couldn't build a sustainable business.
His breakthrough came when he shifted from doing everything manually to building automated, scalable processes. Since then, he has developed proven frameworks that have helped multiple entrepreneurs cross the $1M mark—systems shaped by real experience, constant refinement, and results, not theory.
Michael Drake — known online as "Mr. Drake Visions" — is the co-founder of The Credit Team and the creator behind the Credit CEO channel, where he breaks down financial traps, bad advice, and real-world credit strategies in a way people can finally understand.
During the show we discuss:
- How Dave Cousins and Michael Drake scaled audiences and businesses using systems instead of burnout
- The strategies behind growing a YouTube channel to hundreds of thousands of subscribers
- Common myths and overlooked tactics that dramatically impact consumer credit outcomes
- How to launch and structure a profitable credit repair business
- The role of automation and AI in scaling operations and improving client results
- Fast-track strategies for landing the first 50 paying clients
- Proven ways to monetize credit education, tools, and community to reach seven figures
Resources:
https://thecreditteam.org/
https://www.skool.com/credit-ceo/about?ref=dec9fbccb5104ec3a732e4f33d9ed556
Bill Fairman is a best-selling author, national speaker, and seasoned entrepreneur with 30+ years in private lending and real estate. A longtime AAPL member featured in multiple industry publications, he co-authored Drive to Success and believes strong relationships and learning from mistakes are the foundation of lasting success.
As Co-Founder of Carolina Capital, Bill helps professionals preserve and grow their wealth through real estate–backed private lending. With over 11 years of strong fund performance and long-term investor loyalty, his firm is known for capital preservation, consistent returns, and transparent management. He works with accredited investors, high-net-worth individuals, and financial professionals.
Recognizing that many rely too heavily on the stock market and want passive diversification, Bill offers a proven, hands-off approach to real estate investing. His mission is to help clients build stable, long-term financial legacies, and he welcomes investors to connect and explore the opportunities available through Carolina Capital.
During the show we discuss:
- The types of real estate investment loans Carolina Capital offers, including fix-and-flip, construction, and multifamily financing
- How hard money and private lending work for real estate investors
- Why private lending often outperforms traditional banks for speed, flexibility, and deal execution
- Qualification requirements and what lenders evaluate when approving investment loans
- How fast closings and financing up to 100% of purchase and rehab costs help investors scale
- Key risks real estate investors face and how Carolina Capital helps mitigate them
- The value of partnering with an experienced lender that provides guidance beyond capital
Resources:https:/billfairman.com https://carolina.fund/
Dr. John Prudhont (Dr. J.) is a seasoned financial executive, business broker, and educator with more than 40 years of experience across financial services, real estate, and mergers and acquisitions. Raised in East Los Angeles by middle-class parents, Dr. J. built his career from the ground up, holding leadership roles with major institutions including Norwest Mortgage, Lomas Mortgage USA, and 1st Nationwide Bank. He is the co-founder of multiple real estate, finance, and M&A firms and currently leads The Business Brokers Inc. in California and Nevada, advising main street to middle-market companies on exits, valuations, deal structure, and negotiations. And he currently serves Head of Strategic Alliances at Credit Suite Inc.
Dr. J. also served as Treasurer of Nye County, Nevada, where he managed and grew a $130M+ public investment portfolio. An accomplished academic, he has taught economics and management at the university level. He holds a DBA in Financial Management, an MBA in Finance, and multiple real estate and business broker licenses. Dr. J. lives in Las Vegas with his wife and business partner, Eileen, and their family.
During the show we discuss:
- What continues to draw Dr. J. back to financial services and his passion for business credit education
- The role business credit plays in helping companies qualify for cards, loans, and growth capital
- Why business credit still carries risk—and how to structure businesses properly to protect assets
- Common misconceptions about debt and why strategic leverage can accelerate business growth
- Overlooked structural elements that determine financing approval, limits, and terms
- Funding options many borrowers qualify for even when they believe they don't
- Where entrepreneurs can learn to properly set up business credit and access financing with confidence
Resources:
www.creditsuite.com/blueprint
Brandon Elliott is a real estate investor, entrepreneur, and credit expert whose journey is a powerful testament to perseverance, faith, and resilience. After surviving a life-altering explosion that burned 40% of his body and facing house arrest, Brandon chose a new path—one rooted in purpose and growth. Starting from the bottom, he worked multiple jobs while educating himself relentlessly through books, podcasts, seminars, and hands-on experience.
In 2015, Brandon purchased his first rental property, and within a year he scaled to 10 income-producing properties—allowing him to quit his jobs and achieve financial freedom. Credit was the tool that made it possible.
Today, Brandon is the founder of Credit Counsel Elite, a community-driven education platform helping others leverage credit to access six figures in funding, build wealth, and create generational freedom. His story has earned recognition, including being featured in Yahoo Finance's Top 100.
During the show we discuss:
- The personal turning point that led from rock bottom to building Credit Counsel Elite
- Why credit—not cash—is one of the fastest and most overlooked paths to wealth creation
- How Credit Counsel Elite differs from traditional credit repair companies
- A breakdown of the 4-step system: Educate, Fix, Build, and Leverage
- How fixing credit errors and building strong profiles improves approval odds for high-limit, low-interest funding
- How members access six figures in funding at 0% interest through strategic credit stacking
- Why education, systems, and community are essential for creating generational wealth
Resources:
https://creditcounselelite.com/ https://cceevents.live/Bootcamp
Rod Khleif is the host of the world's #1 commercial real estate podcast, Lifetime Cash Flow Through Real Estate Investing, with over 20 million downloads. A best-selling author, speaker, and multifamily investor for more than 40 years, Rod has owned and managed over 2,000 properties and currently owns thousands of apartment units across multiple states. His training programs have helped thousands of investors build cash-flowing portfolios and achieve financial freedom.
An immigrant from Holland who started with very little, Rod discovered real estate's potential early and went on to build a career grounded in resilience, discipline, and proven strategy. His students have acquired more than 260,000 multifamily units and raised hundreds of millions in capital, using the systems and mindset principles Rod is known for teaching.
Rod's mission is to help people create generational wealth through safe, scalable, recession-resilient multifamily investing. Through his bootcamps, coaching, and free educational platforms, he provides clear guidance for new and experienced investors. Learn more or connect at RodsLinks.com or RodKhleif.com/Connect.
During the show we discuss:
- What inspired Rod Khleif to launch Lifetime Cash Flow Through Real Estate Investing and grow it into the world's #1 commercial real estate podcast
- Why multifamily real estate is Rod's top vehicle for building long-term wealth, freedom, and legacy
- How Rod's journey from immigrant to industry leader shaped his mindset-first approach to investing
- The critical mindset shifts required to scale from zero to thousands of units
- Why mentorship, systems, and community dramatically accelerate investor success
- How Rod teaches ethical capital raising, syndication structure, and deal protection
- Key lessons learned from owning and managing over 2,000 properties—and guiding students to massive results
Resources: https://rodslinks.com https://rodkhleif.com/
Brittany Bettini is the Founder and CEO of I Need A VA, one of the fastest-growing virtual staffing agencies in the U.S., and the author of SheDelegates: A No-BS Guide for Women Who Refuse to Choose Between Success and Sanity (coming August 21, 2025). After years of believing she had to do everything herself—working 14-hour days, micromanaging every detail, and burning out—she discovered that delegation wasn't a luxury but a requirement for real success. That realization changed the trajectory of her business and her life.
Today, Brittany is dedicated to helping female entrepreneurs stop drowning in tasks and start leading like CEOs. Through I Need A VA, she helps business owners scale faster by hiring top-tier virtual assistants, reclaim their time, and eliminate the overload that holds them back. Her no-BS approach teaches women how to delegate with confidence, focus on what matters, and finally break free from the "it's faster if I do it myself" trap.
With a world-class team of VAs known for their accuracy, efficiency, and reliability, Brittany has made outsourcing simple, stress-free, and transformative. Her mission is clear: empower entrepreneurs to build their dream teams, grow their businesses without burnout, and stop trying to do it all alone.
During the show we discuss:
- How virtual assistants help entrepreneurs reclaim time, increase revenue, and work fewer hours
- Which tasks business owners should delegate first to see the fastest ROI
- How I Need A VA matches businesses with the right VA through recruiting, vetting, and training
- The impact delegation has on burnout, work-life balance, and founder focus
- The speed and simplicity of onboarding, plus ongoing VA management and support
- Why outsourcing is often more cost-effective than hiring in-house staff
- The long-term transformation entrepreneurs experience by freeing up 10–20 hours per week
Resources:
https://ineedava.com/
Kunal Bhasin is the Founder and CEO of 1West, a financial technology and services firm helping small and mid-sized businesses grow through customized capital solutions. Since founding the company in 2017, he has built 1West into a trusted partner known for speed, service, and trust, delivering transparent, flexible funding that supports long-term success. Under his leadership, the company has grown rapidly, expanding its team by over 50% in just two years.
Before launching 1West, Kunal held senior roles at World Business Lenders, LLC, including Senior Vice President and Vice President of Business Development, where he helped drive expansion and growth strategies. His background also includes founding TEK-TOK CORPORATION, an online retail venture, and serving as a Financial Advisor at Harbor Financial Services, giving him broad experience across entrepreneurship, finance, and client management.
Based in New York, Kunal leads 1West with a vision to make business capital more accessible and transparent. Through innovative solutions and a client-first approach, he continues to empower businesses nationwide to achieve sustainable growth.
During the show we discuss:
- The biggest challenges small and mid-sized businesses face when seeking traditional bank financing
- Why profitable and growing businesses are often still denied access to capital
- How 1West is closing the small business lending gap left by banks and traditional lenders
- The role SBA loans play in expanding access to affordable, flexible financing
- How 1West simplifies the SBA loan process using technology, data, and expert guidance
- 1West's focus on speed, transparency, service, and trust throughout the lending experience
- How customized loan solutions and ongoing support help businesses grow and prepare for future funding
Resources: https://www.1west.com/
Giuseppe is a franchising expert who's spent 20+ years helping over 200 individuals achieve business ownership. His experience in sales, marketing, and management at firms like UBS and J.P. Morgan have guided thousands in investments, reaching over $1 billion in sales.
Now with FranChoice, Giuseppe helps aspiring entrepreneurs find franchise opportunities that fit their goals and lifestyle. He believes that "Freedom favors the bold,"—helping others take bold steps toward business ownership, financial security, and the freedom they've been dreaming of.
During the show we discuss:
- What inspired a career in franchising and helping others succeed.
- The key differences between starting a business vs. buying a franchise.
- How to choose the right franchise for your goals and lifestyle.
- Typical investment ranges and funding strategies for franchise ownership.
- How to leverage OPM (Other People's Money) to buy a franchise.
- Ways to access a franchise consultant for free guidance.
- Timeline expectations: how long it takes to get a franchise up and running.
- Flexibility options, including part-time ownership and scaling to multiple units.
- How to plan for a smooth exit from a franchise.
Resources: https://www.franchoice.com/ https://ggthefranchiseguide.com/
Amanda Watts helps service professionals stop doing the work and start advising around it. Through her company, The Business Advisor Academy, she helps advisors, consultants, accountants, and CFOs escape the time-for-money trap and build lean, profitable, and scalable businesses. Her approach turns expertise into structured, high-value offers that attract premium clients, command premium prices, and create the freedom to focus on strategy and growth.
With her Scalable Six™ framework, Amanda teaches clients to design businesses built for freedom, not just revenue. Her 500:200:10 model — £500K in revenue, £200K take-home, and 10 hours per week of client delivery — proves that success comes from systems, not stress. Every element — from positioning and pricing to promotion — works together like a finely tuned engine to maximize profit and independence.
Amanda is also the host of The Business Advisor Podcast and author of the forthcoming book Built for Freedom, sharing stories and strategies from entrepreneurs who've designed businesses that serve their lives — not the other way around.
During the show we discuss:
- The inspiration behind helping service professionals shift from doing the work to advising on it.
- The philosophy behind building a business that's truly Built for Freedom.
- Turning expertise into structured, high-value, scalable offers.
- How the Scalable Six™ framework creates freedom-first businesses.
- Defining ideal positioning that connects emotionally and commands premium pricing.
- Why positioning and pricing are critical in crowded markets—and where most get it wrong.
- Productizing and packaging expertise for repeatable, scalable success.
- Leveraging intellectual property to create long-term impact and authority.
- Designing a business that serves your life—not the other way around.
Resources:
https://amandacwatts.com/ businessadvisoracademy.com
Hillel Fuld is a globally recognized startup advisor, tech marketer, and speaker helping entrepreneurs turn ideas into scalable, profitable businesses. Named Israel's top marketer by Forbes—who called him "the man transforming Startup Nation into Scale-up Nation"—he has mentored over 600 founders in marketing, growth, and storytelling, guiding startups from vision to revenue.
His work and insights have been featured in CNBC, Inc., Fast Company, TechCrunch, VentureBeat, The Next Web, and Business Insider, and he was ranked the 7th most influential tech blogger worldwide. Hillel partners with top global brands including Google, Oracle, Microsoft, and Nike, creating strategies that deliver lasting impact.
A sought-after international speaker, Hillel shares his expertise on marketing, entrepreneurship, and Israeli innovation. Above all, he's a proud husband to Racheli and father of five.
During the show we discuss:
- The key mindset shifts required to move from startup mode to a sustainable business.
- Why many startups struggle to turn ideas into revenue—and how to bridge the gap.
- Why every founder should create an investor deck, even without plans to raise capital.
- How to validate product–market fit before scaling too early.
- The role of authentic storytelling in building trust and brand credibility.
- Common traits shared by the most successful founders.
- How startups balance innovation and execution with limited resources.
- The most overlooked marketing lever that can make or break early growth.
Resources: https://www.hillelfuld.com/
Tyler Wagner is a #1 Wall Street Journal bestselling author, book publisher, marketer, and founder of Authors Unite, a hybrid publishing company helping authors successfully publish, market, and distribute their books. Since 2011, his team has guided over 4,000 authors to reach millions of readers and hit bestseller lists across Amazon, Barnes & Noble, The Wall Street Journal, USA Today, and The New York Times.
With expertise spanning book campaigns, ghostwriting, editing, audiobook marketing, and digital distribution, Tyler transforms books into high-performing business assets that drive credibility, leads, and long-term growth. His proven strategies have powered entrepreneurs, executives, and thought leaders to leverage publishing as a core brand and revenue accelerator.
Beyond publishing, Tyler has built an eight-figure business through scalable referral relationships—without paid ads—and teaches others to do the same. Reaching an online audience of more than 500,000, he also hosts The Tyler Wagner Show, where he shares actionable insights on business growth, marketing innovation, and the future of publishing.
During the show we discuss:
- Turning a book into a profitable business asset, not just a passion project.
- The essential steps to creating a book that generates income and impact.
- How the Authors Unite process guides first-time authors from idea to bestseller.
- What separates books that sell from books that build long-term authority.
- Why most authors struggle with marketing and how to overcome it.
- How bestseller campaigns elevate credibility, visibility, and brand power.
- Using a book to drive referrals, speaking engagements, and coaching clients.
- The strategy for sustaining book sales and audience growth beyond launch week.
Resources:
authorsunite.com
Jason Solomon is the Vice President of Partnership Development at Fora Financial, where he leads strategic channel relationships and builds partnerships that support the company's mission to provide working capital solutions for underserved small businesses. With over 15 years of experience in sales, business development, and financial services, Jason brings deep industry insight and a proven track record of driving growth through collaborative partnerships.
At Fora Financial, which has generated 5B in funding, he focuses on expanding the company's ecosystem of partners to better serve small and medium-sized enterprises. Jason holds an MBA from Northeastern University and a bachelor's degree in business from Miami University.
During the show we discuss:
- An overview of Fora Financial's financing products, including revenue advances and lines of credit
- How much capital businesses can access and how quickly funding can be received after approval
- The application and underwriting process, including documentation and credit considerations
- Repayment structures, cash-flow-based flexibility, and early payoff options
- Transparency around rates, terms, fees, and total cost of financing
- Eligibility requirements, supported industries, and key approval factors
- How Fora Financial compares to traditional banks and SBA loan programs
Resources:
https://www.forafinancial.com/
Cindy Gallop is a brand and business innovator, consultant, coach, and keynote speaker who helps leaders and organizations change the game in their industries. Known for her radical, no-status-quo approach to business transformation, she's unapologetically bold — "I like to blow shit up. I am the Michael Bay of business."
She empowers people and companies to own the future — to become the leaders they want to be, build the businesses they envision, and create truly inclusive, gender-equal workplaces. Cindy believes adversity breeds opportunity and that today's breakdowns create space for the boldest new ideas to emerge.
As a consultant, coach, and diversity advocate, Cindy works with forward-thinking brands and leaders ready to reinvent themselves, driving transformative growth through fearless creativity and strategic innovation — helping them blow up what's broken and build what's next.
During the show we discuss:
- What it really means to disrupt business responsibly and rebuild what's broken
- Designing future-ready companies rooted in trust and innovation
- Turning crisis, disruption, and fear into growth opportunities
- Why trust-driven leadership outperforms control-based cultures
- Building inclusion, equality, and diversity directly into the profit model
- Shifting from surface-level D&I efforts to systems that drive real change
- Lessons from working with iconic global brands and building taboo-breaking companies
- The mindset shift required to blow up the old and build what's next
Resources:
https://cindygallop.com/
Chastin J. Miles is an award-winning real estate entrepreneur, author, speaker, and coach who went from struggling solo agent to nationally recognized business leader. Since starting his career in 2014, he's built a legacy rooted in purpose, momentum, and wealth creation—helping others do the same.
As the founder of Power Unit Coaching, Chastin has trained thousands of agents to scale profitable, sustainable businesses. His books, The Real Before The Estate and Do The Most: The Entrepreneur's Guide to Infinite Hustle, share his proven framework for achieving lasting success through strategy and consistency.
Featured in Forbes, Fortune, The New York Times, and Realtor Magazine, Chastin is also the creator of the Think Rich Foundation and a TEDx speaker dedicated to teaching financial literacy and entrepreneurship to underserved communities. His mission: to inspire entrepreneurs to build wealth, lead with purpose, and always Do The Most.
During the show we discuss:
- The journey from struggling solo agent to multi-million-dollar real estate entrepreneur
- The mindset shift required to move from transactions to true business ownership
- Real-world lessons new agents aren't taught but must learn to survive and scale
- Rebuilding confidence and momentum when agents feel stuck or burned out
- Why most agents fail to build a scalable business—and how to avoid it
- The role of coaching, community, and the Do The Most philosophy in sustained success
- Using social media and YouTube to build influence, trust, and opportunity
- What separates agents who succeed long-term from those who quit too soon
Resource:
https://chastinjmiles.com/
Warren Whitlock is a digital marketing pioneer with over 20 years of experience in social media, new media, and emerging technology. As CEO of Stirling Corp, he builds mass audience properties with exponential growth potential by partnering with forward-thinking technologies and markets. A best-selling author and advisor, Warren helps companies leverage online opportunities to drive growth and profit.
Focused on AI and blockchain, Warren explores how these innovations boost productivity and disrupt traditional industries. He also advises enterprises on e-commerce, martech, and the future of marketing, supporting ventures like PERK Protocol, which tackles global workforce Warren Whitlockchallenges.
Named a Forbes Top 50 Social Media Power Influencer, Warren authored Twitter Revolution—the first book about Twitter—and Profitable Social Media: Business Results Without Playing Games. He believes business success is built on authentic human connection, using digital tools to amplify impact and share stories profitably with the right audience.
During the show we discuss:
- How influence, storytelling, and connection have evolved in the social media era
- Applying a "people love to buy" mindset in an AI-driven marketing world
- Common mistakes brands make when using social media for growth
- How emerging tech like AI and blockchain will reshape digital marketing
- Using collaboration and partnerships to scale brands authentically
- Trends shaping thought leadership, content consumption, and podcasting
- Balancing innovation with simplicity in modern marketing strategies
- Measuring meaningful engagement over vanity metrics like virality
- Leadership traits that help innovators thrive during disruption
- The future of digital storytelling, technology, and human connection
Resources:
https://warrenwhitlock.com/
George Couros is an Innovative Teaching, Learning, and Leadership Consultant, speaker, and author of The Innovator's Mindset and Innovate Inside the Box. As co-owner of IMPress Books and an Adjunct Instructor at the University of Pennsylvania's Graduate School of Education, he draws on his experience across all levels of K–12 education to help educators create innovative, collaborative, and student-centered learning environments.
A father of three—Kallea, Georgia, and Marino—George is passionate about helping every learner find a meaningful path to success. He believes education should not only prepare students for the real world but inspire them to make it better through curiosity, collaboration, and creativity.
Guided by the belief that meaningful change begins by connecting to people's hearts before their minds, George empowers educators to lead with empathy, innovation, and purpose in all they do.
During the show we discuss:
- How financial fluency helps families build confidence with money
- What kids should learn early to manage money wisely
- Teaching kids how to leverage money responsibly
- Getting kids excited about saving and investing
- Making compound interest fun and easy to understand
- The most important money lessons every child should learn
- Why kids need to understand financial freedom early
- Paths to success beyond the traditional college route
Resources:
https://georgecouros.com/
David Aaker, known as the "Father of Modern Branding," is Vice-Chair at Prophet and one of the world's leading authorities on brand strategy. Creator of the Aaker Brand Vision Model, he has shaped how organizations build and manage enduring brands. His contributions have earned him induction into the American Marketing Association Hall of Fame and the Sheth Foundation Medal for Exceptional Contribution to Marketing Scholarship and Practice.
Aaker has authored 18 books and hundreds of articles, selling over one million copies worldwide and translated into 18 languages. His influential works, including Building Strong Brands, Brand Portfolio Strategy, Brand Relevance, and Aaker on Branding, provide timeless guidance for marketing leaders seeking to drive growth and brand relevance.
Professor Emeritus at the Haas School of Business, UC Berkeley, Aaker remains an active consultant, keynote speaker, LinkedIn Influencer, and blogger at davidaaker.com, inspiring executives globally with practical insights on brand leadership and growth.
During the show we discuss:
- How AI uncovers deep customer insights and predicts emerging trends
- How to design value propositions that truly resonate with customers
- Connecting brand strategy to measurable demand-generation outcomes
- How integrated marketing planning aligns channels and touchpoints
- Steps to optimize media strategies in today's complex marketplace
- The core components of a modern marketing operating model
- Creating a compelling value exchange between brands and customers
- Measuring success across brand-building and demand-driving efforts
- The role of creative strategy in activating brand and demand strategies
- How organizations can future-proof their marketing capabilities
Resources:
https://www.linkedin.com/in/davidaaker/ https://www.amazon.com/Aaker-Branding-Playbook-Building-Strong/dp/163698665X
Dustin Heiner is a leading real estate investing expert and the Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON). After achieving financial freedom and becoming successfully unemployed at the age of 37 through real estate rental property investing, Dustin made it his mission to help one million people do the same—building wealth and independence through smart real estate investing.
Dustin launched MasterPassiveIncome.com in 2015 from his home while working full-time, raising four children, running two additional businesses, and actively investing in real estate. His journey from employee to financially free entrepreneur has inspired thousands, and his proven strategies empower everyday people to build passive income and break free from the 9-to-5 grind.
Today, through his platform and REWBCON, Dustin has helped countless investors start and scale their rental property portfolios—no matter where they live. Even those in high-cost cities learn how to invest strategically across the country, building sustainable wealth and creating a life on their own terms.
During the show we discuss:
- Why real estate investing is one of the most reliable paths to financial freedom
- How beginners can build a rental property business from scratch
- The mindset shifts required to become a successful real estate investor
- The most common roadblocks new investors face—and how to overcome them
- How real estate creates passive income and replaces earned income
- The key steps to building an "automatic" rental property business
- How to identify properties that generate consistent cash flow
- The six ways rental properties make money—and how they compound over time
- Why building the right real estate "dream team" is critical to success
- The tools and systems needed for a hands-off, profitable rental business
- How to find great deals in competitive or high-cost markets
- Strategies to minimize risk and avoid costly investing mistakes
- How to build sustainable monthly cash flow that exceeds expenses
- How to scale from one property to a portfolio that supports financial independence
- Why access to a strong investor community accelerates long-term growth
Resources:
https://masterpassiveincome.com/freecourse
Text RENTAL to 33777
Gino is a successful entrepreneur, certified Money Coach, and proud father of six who brings a wealth of real-world experience to his work. Having built and operated multiple businesses, including restaurants, he knows firsthand what it takes to launch and grow ventures from the ground up.
Through Barbaro 360, Gino is expanding his mission to mentor and empower individuals in every aspect of life—covering personal finance, parenting, relationships, wellness, and faith. His holistic approach helps people thrive both personally and professionally.
Having coached hundreds of investors and entrepreneurs, Gino now focuses on money coaching, guiding individuals to explore and transform their relationship with money so they can create lasting financial freedom and fulfillment.
During the show we discuss:
- Why understanding your relationship with money is the foundation of lasting financial change
- The most common money patterns or "money types" that shape financial behavior
- How a 4-session Money Coaching process uncovers the root causes behind money decisions
- Why high earners often stay stuck in financial "survival mode"
- The first steps to building a financial system that fits real life
- How business owners can separate personal and business finances to reduce stress
- The role mindset plays in financial clarity and long-term success
- The most common money myths that block wealth-building
- How couples align money habits and reduce financial conflict
- The difference between earning more money and building real wealth
- How coaching helps overcome fear, guilt, and emotional blocks around money
Resources: https://barbaro360.com/
Gerri Detweiler is a leading, nationally recognized financing and credit expert, with more than 20 years of experience.
Gerri shares her knowledge through contributed content in leading industry and national publications, and her articles have been featured on Yahoo!, MSN Money, ABCNews.com, CBSNews.com, NBCNews.com, Forbes, The Today Show website and many others She is the author of seven books including her forthcoming book, The Ultimate Credit Repair Action Plan: A step-by-step guide to great credit to be released in late 2025.
Gerri hosted her own talk radio programs for more than five years and she has been interviewed for more than 5,000 news stories. She is an international speaker and has testified before Congress on consumer credit legislation.
Today, Gerri develops educational programs and content for small business owners for Nav, a financial health and credit platform that provides small businesses owners a dedicated space for accessing, building, managing their business and personal credit, tracking cash flow patterns, and understanding their financing options before they apply.
During the show we discuss:
- Why business credit feels confusing—and how to simplify it
- What business credit is and why it's critical for small business success
- How monitoring business credit across all three bureaus supports smarter decisions
- How quickly business credit scores can improve with tradeline reporting
- Why tracking business and personal credit together matters
- What tradelines are and how they strengthen business credit profiles
- The funding options unlocked by strong business credit
- How Nav matches businesses with the right financing opportunities
- Why cash flow tracking is essential to financial health
- How strong business credit increases loan approval odds
- The common mistakes that limit business credit growth
- How to find and fix errors on business credit reports
- What sets Nav's credit monitoring and reporting apart
- How business credit separates—and protects—personal finances
Resources: https://www.nav.com/gerri/
Charles Gaudet is the Founder and CEO of Predictable Profits and creator of the Predictable Profits Operating System™, a proven framework helping 7- and 8-figure businesses achieve consistent, predictable growth. He is the author of The Predictable Profits Playbook (voted #1 Sales & Marketing Book by Indie Excellence) and host of The Beyond 7-Figures Podcast. Yahoo Finance calls him "The CEO Whisperer," and the International Business Times names him "The Go-To Business Coach for 7- and 8-Figure Businesses."
An entrepreneur since age four, Gaudet built his first multi-million-dollar company at 24 and has helped countless CEOs generate millions more through his expertise in revenue architecture, growth systems, and sales process engineering. His work has been featured in Inc., Forbes, Salesforce, Success, and Fox Business, and he has been recognized as one of American Geniuses' Top 50 Industry Influencers and one of CEO Weekly's "Top 10 Innovative CEOs to Follow."
Gaudet is also a two-time Brazilian Jiu-Jitsu gold medalist and three-time wrestling state champion.He lives in Florida with his wife, their three "kid-preneurs," and their loyal dog, balancing entrepreneurship with family and personal growth.
During the show we discuss:
- Signs your agency has outgrown hustle and referrals and needs a growth system
- What marketing really is and how to use it for consistent growth
- How to create, capture, and nurture demand
- The OSI Method and how it accelerates growth
- How to turn random wins into predictable, month-over-month profits
- The three growth phases—Setup, Sales, and Scale—and why they matter
- How to generate consistent, qualified leads without founder dependency
- The mistakes keeping CEOs stuck in daily operations instead of scaling
- Why tactics fail without a complete operating system
- The frameworks that remove the CEO from day-to-day firefighting
- How agencies build resilience and scale past revenue plateaus
- The mindset shift required to scale from 7 to 8 figures
- How the system adapts for companies under $1M to $10M+
- Proven results, including 90-day record-breaking revenue stories
Resources: https://www.PredictableProfits.com
Jeremy Schneider is an entrepreneur, software developer, and personal finance educator passionate about making investing simple and accessible. In 2004, he founded RentLinx, bootstrapped it without outside funding, and profitably grew the company until its acquisition by AppFolio in 2015. That success allowed Jeremy to reach financial independence and retire at the age of 36.
After exiting, he founded Personal Finance Club, where he teaches millions how to build wealth through disciplined saving and long-term investing, and co-founded Nectarine, a marketplace dedicated to fixing the financial advice industry by aligning incentives.
Jeremy's mission is to help others achieve financial freedom by providing clear, unbiased education. When he's not teaching personal finance, he enjoys beach volleyball, traveling, and spending time outdoors.
During the show we discussed:
- A flat fee financial advice solution explained
- Reasons to buy an index fund
- Understanding target date index funds and why you want one
- The smartest way to prioritize money between debt, saving, investing, and buying a home
- Essential steps to start investing confidently
- Why index funds and ETFs are the easiest way to build wealth
- How to stay motivated to save and invest despite instant-gratification temptations
- The simplest way to avoid falling for bad financial advice
- How learning personal finance early can change your financial future
Resources:
https://personalfinanceclub.com/ https://hellonectarine.com/
Jack McColl is an entrepreneur, business credit expert, and founder of Credit Stacking, a program that has helped thousands of entrepreneurs access over $100M in 0% interest funding to grow their businesses and create lifestyle freedom. Starting with just $10K and a hoverboard company, Jack learned through tough equity deals and high-interest loans before cracking the code on how to secure $100K+ in business credit with no tax returns or business history.
Since launching Credit Stacking in 2016, Jack has scaled it into a seven-figure business, co-founded multiple ventures, and been featured in Forbes for his work. He now teaches entrepreneurs how to scale faster, avoid giving up equity, and use credit as a "cheat code" for growth.
Based in Utah, Jack is also an action-sports enthusiast and private pilot who believes business should be a vehicle for freedom, not a grind.
During the show we discussed:
- What Credit Stacking is and how it accelerates funding access.
- How optimizing personal credit boosts business card approvals.
- Whether beginners with no business history can get high-limit cards.
- What sets Credit Stacking apart from other credit or funding programs.
- Typical timeline for seeing results in the program.
- Common mistakes people make when building business credit alone.
- How business credit fuels growth without equity loss or risky loans.
- Which industries benefit most from Credit Stacking.
- How "top" business credit cards are selected.
- The role of personal credit scores in funding approvals.
- Typical credit limits achieved after completing the program.
- How the program helps avoid high-interest debt while scaling.
- Real success stories from entrepreneurs using Credit Stacking.
- How Credit Stacking supports those with already strong credit.
- Immediate steps to start stacking credit and accessing capital.
Resources:
https://go.creditstacking.com/
Terri Couser is an entrepreneur, coach, and Board-Certified Credit Consultant with two degrees from Villanova University. Her career began at TransUnion, where she updated thousands of credit profiles, sparking her passion for real estate and helping others build financial stability through home buying, selling, and property management.
Through her Wealth Building Ministry, Terri empowers individuals and youth to create generational wealth and LEGACY, partnering with organizations like the Philadelphia Education Fund and Year Up for panels and speaking events.
Today, Terri teaches people nationwide how to leverage credit to build wealth, start businesses, and achieve financial freedom. She has grown her company into a national brand, partnered with global influencers, launched Credit Leverage Lifestyle and "The Winner's Circle" community, and hosts Major Impact on The CW's CONNECT Network to help women entrepreneurs master money and investing.
During the show we discussed:
- The inspiration behind creating Credit Leveraged Lifestyle.
- How credit leverage helps break generational debt cycles.
- Why the credit repair industry is full of misinformation.
- Common credit myths people still believe.
- How bureau experience gives an edge in credit consulting.
- Risks of following bad online credit advice.
- First steps in starting a credit-building or repair journey.
- Key differences between personal and business credit.
- How to build business credit without using a personal SSN.
- Biggest mistakes with credit utilization and DTI.
- How Board and Credit Score Certification set you apart.
- Results clients see from your programs.
- Why understanding credit reports and scores matters.
- How better credit unlocks major financial opportunities.
- What's included in the 90-module Credit Leveraged Lifestyle course.
Resource:
https://www.creditleveragedlifestyle.com/
Tiffany Mittal is a multifamily real estate expert with over 13 years of experience in property management, ownership, and technology. She began her career as an owner-operator, gaining hands-on experience that shaped her understanding of the industry's challenges and opportunities.
In 2020, Tiffany co-founded Utility Ranger, a tenant utility billing software company designed to streamline operations and empower small to medium multifamily operators with a value-add tool that increases property value. Partnering with 10X Incubator in 2021 boosted the company's visibility, and in 2023, she launched her latest proptech startup, further advancing innovation in the multifamily sector.
A lifelong learner and leader, Tiffany earned a Master's in Global Leadership from the University of San Diego, completed Harvard Business School's General Management Program, and holds certifications in Real Estate Management. Now based in Stuart, Florida, she leads Utility Ranger alongside her husband while raising four children, inspiring the industry with her vision to transform property management through technology.
During the show we discussed:
- Transition from operator to tech innovator.
- How Utility Ranger streamlines billing.
- Why RUBS is more efficient with the software.
- Regaining utility control without extra work.
- Flexible billing options and benefits.
- Resident responsibility improving efficiency.
- Boosting NOI through smarter billing.
- Integrated payments enhancing invoicing.
- Key billing challenges Utility Ranger solves.
- Owner-operator experience shaping the platform.
- Turning utilities into a revenue stream.
- Integrations with property management systems.
- Ideal properties and operators for the software.
- Cadet vs. Commander package differences.
Resources:
https://utilityranger.com/
From pro-snowboarder to America's #1 Money Mentor, Chris Naugle has built his career on the belief that success isn't about the resources you have, but how resourceful you can be. His journey from humble beginnings to financial success has fueled his mission to teach others a better way to build and preserve wealth.
Over the years, Chris has built and owned 19 companies, with features in Forbes, ABC, House Hunters, and even his own HGTV pilot in 2018. He is the founder of The Money School™ and serves as Money Mentor for The Money Multiplier, where he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money truly works. His expertise also extends to managing tens of millions of dollars in assets across financial services and real estate.
As an innovator, speaker, author, and podcast host, Chris has shared his wealth-building strategies with over ten thousand Americans nationwide. His teachings continue to inspire those seeking lasting financial freedom and a path to creating true generational wealth.
During the show we discussed:
- Entrepreneur journey shaping money and success
- Resourcefulness in wealth creation
- Creative deal-structuring insights
- What makes a deal attractive to lenders
- Strategies to get lenders to say yes
- Value of in-person borrower/lender connections
- Lessons from building 19 companies
- Common wealth-building mistakes
- Using Money School™ principles for freedom
- Real estate's role in long-term wealth
- Impact of money mindset
- Financial basics everyone should know
Resources:
https://www.chrisnaugle.com/ https://privatemoneyclub.com/
Ryan White is a 7-figure digital entrepreneur, influencer, investor, press contributor, and speaker. He is the founder of Social Revelation, a globally recognized social media marketing company that helps business and personal brands expand their digital footprint and increase brand awareness online.
Through Social Revelation, Ryan has managed social media strategies for multiple seven- and eight-figure industry leaders, while also curating a personal online network of more than 6 million people worldwide. His expertise has positioned him as a trusted authority in building influence and driving digital growth.
Ryan's insights and success have been featured on top podcasts such as Entrepreneurs on Fire, Underdog Empowerment, The Daily Grind, The No Excuse Show, and The Millionaires' Hot Seat. He has also appeared on live television shows including Good Morning LALA Land in West Hollywood and the Mountain Morning Show in Park City, Utah, sharing his knowledge on entrepreneurship and the power of social media.
During the show we discussed:
- Personal brand helps entrepreneurs stand out.
- Many people make common mistakes growing their brand online.
- Clarity of purpose drives business and brand success.
- Solid foundations are essential before scaling.
- Smart strategies are needed to stand out in a crowded space.
- Entrepreneurs must position themselves as trusted authorities.
- Proven methods can monetize a brand faster.
- Social proof builds powerful credibility.
- The right tools save time and money online.
- Personal branding is often misunderstood.
- Balancing online growth with business operations is key.
- Mindset and habits separate successful entrepreneurs from others.
Resources:
https://www.officialryanwhite.com/ https://www.instagram.com/ceoryanwhite/related_profiles/ https://linktr.ee/ceoryanwhite
KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes.
Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights.
A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies.
During the show we discussed:
- Biggest tax mistakes high-net-worth owners make
- How strategic giving cuts taxes and builds wealth
- Role of asset protection in minimizing taxes
- Why a CPA or bookkeeper isn't enough
- Creating a custom tax strategy beyond loopholes
- When to bring in a CFO
- Key financial roles every business needs
- Bookkeeping vs. high-level tax strategy
- How Together CFO's approach stands apart
- Saving millions through proactive tax planning
- Overlooked tax breaks for 7–8 figure entrepreneurs
- Tying legacy and generational wealth to tax strategy
- Using AI and automation for smarter tax planning
- Strategic giving for impact and savings
- Building the right financial team for tax efficiency
Resources:
https://togethercfo.com/ https://financialfusion.io/
Ash Cash Exantus — better known as Ash Cash — is a nationally recognized financial educator, bestselling author of over 40 books, and media personality known as "The Hip-Hop Financial Advisor." With six bestselling titles, he has dedicated his career to making financial literacy culturally relevant, spiritually grounded, and accessible to all by blending psychology, personal finance, and hip-hop culture.
He is the Founder of MindRight Money Management and creator of Hip-Hoponomics, a program bringing financial education to students through the lens of hip-hop. Ash also leads The Abundance Community, the #1 platform for Financial Spirituality, and runs BookRich, where he helps people turn their life experiences into books and build multiple streams of income.
Ash hosts the top 100 business podcast Inside the Vault with Ash Cash, which reaches listeners in 156 countries with over 7 million video views and 1.3 million audio downloads. Featured on CNN, CNBC, The New York Times, The Wall Street Journal, BET, Essence, Black Enterprise, Earn Your Leisure, InvestFest, and more, his mission is to inspire and equip people to build wealth, unlock their potential, and live abundantly.
During the show we discussed:
- Why financial planning transforms your money mindse
- Easy ways to start and stick to a budget
- Simple side hustles with low startup costs
- Common income-building mistakes to avoid
- How good credit unlocks wealth opportunitiesFirst steps to rebuild poor credit
- Balancing debt payoff and investing
- Using life insurance to build wealth
- Simple tax-saving strategies
- How trusts grow and protect wealth
- Safe, smart ways to start investing
Resources:
https://iamashcash.com/
Brendon Sedo is a serial entrepreneur and blockchain innovator whose journey began early, scaling a service company to over 100 locations by the age of 19. He went on to co-found Joist, the world's largest contractor platform, which now generates more than $18 million in annual recurring revenue and processes over $1 billion in payments each year.
Driven by a passion for innovation and real-world impact, Brendon entered the cryptocurrency and blockchain space as an initial contributor to Core and Core Ventures. There, he champions user-centric development, focusing on sustainable utility and self-reliance rather than short-term hype. At Core, Brendon leads Web2 business development partnerships, oversees Core Ventures and the Core Venture Network to fund builders and accelerate ecosystem growth, and has secured key integrations with over 10 major blue-chip projects.
A true global citizen with experience living in Winnipeg, Mexico City, and Lisbon, Brendon bridges the gap between sophisticated blockchain technology and everyday user needs. His work reflects a community-first mindset, blending entrepreneurial vision with a mission to make blockchain innovation both practical and accessible.
During the show we discussed:
- Bitcoin as a lasting financial force, not a trend.
- Why Bitcoin outlasts other cryptocurrencies.
- Decentralization as Bitcoin's shield from control.
- Bitcoin's role as digital gold and store of value.
- How scarcity drives Bitcoin's long-term worth.
- Global adoption signaling Bitcoin's permanence.
- Misconceptions about Bitcoin's legitimacy.
- Institutional adoption validating Bitcoin's role.
- Key risks and why Bitcoin can endure them.
- Bitcoin's shift from digital gold to active capital.
- Earning yield, borrowing, and transacting with BTC.
- DeFi and Layer 2 innovations boosting Bitcoin utility.
- How active capital strengthens Bitcoin's ecosystem.
- Bitcoin's rise as a dynamic, multi-use asset.
Resources:
https://coredao.org/
Noah St. John is known worldwide as "The Father of AFFORMATIONS®" and "The Mental Health Coach to The Stars." He helps Hollywood celebrities, professional athletes, and CEOs remove "head trash," boost performance, and grow profits without sacrificing well-being.
In 1997, Noah discovered his breakthrough AFFORMATIONS® Method, a science-based technique for reprogramming the mind through empowering questions, along with SUCCESS ANOREXIA®, the hidden condition behind self-sabotage and burnout. These insights led to his Power Habits® System, which has helped clients generate more than $2.7 billion in sales.
Featured on ABC, NBC, CBS, FOX, Entrepreneur, and SUCCESS, Noah's proven frameworks combine psychology, mindset, and performance strategy to help leaders and organizations unleash their full potential with clarity, confidence, and balance.
During the show we discussed:
- How mindset connects to success and became your life's work.
- The origin and uniqueness of AFFORMATIONS®.
- Why big dreamers still struggle with results.
- How self-questions shape life and business outcomes.
- A simple way to use AFFORMATIONS® for confidence.
- What "head trash" is and how to clear it.
- The role of mindset and mental health in performance.
- Common limiting beliefs and how to overcome them.
- What separates those who break through from those who stay stuck.
- How to reprogram the mind for wealth, love, and success.
- Top AFFORMATIONS® for abundance and fearlessness.
Resources:
https://noahstjohn.com/ https://breakthroughwithnoah.com
Kolaiah "Fuzzy" Jardine is the co-founder of HUI Mastermind, where he empowers Native Hawaiians and local residents to build generational wealth the Pono Way—with integrity, balance, and community at the core. Growing up with limited opportunities, Fuzzy was determined to change his story and discovered real estate investing as his path to freedom and legacy.
Through perseverance and purpose, he built a multi-million dollar portfolio, including over 100 affordable homes and a $6 million rental portfolio, becoming a leading voice in ethical investing across Hawaii. His approach centers on using Other People's Money and Time (OPM/OPT) to make wealth-building accessible for everyday people.
Fuzzy's signature HUI Framework simplifies complex real estate strategies, guiding aspiring investors to succeed in Hawaii's challenging market without compromising their values. Through HUI Mastermind, he continues to inspire others to reclaim ownership in their homeland, create sustainable wealth, and live the Pono Way.
During the show we discussed:
- Start investing in Hawaii real estate, even with little capital.
- Use OPM/OPT to build wealth faster in Hawaii's market.
- Avoid common mistakes new investors make.
- Spot profitable deals in Hawaii's competitive market.
- Turn savings, equity, or ideas into steady cash flow.
- Build generational wealth for your 'ohana.
- Invest "the Pono Way" for lasting success.
- Create community impact through real estate.
- Develop a winning mindset for investing success.
- Grow faster with a mastermind community.
- Learn directly from successful local investors.
- Turn knowledge into results through hands-on events.
- Access expert support at the HUI Mastermind Academy.
- Scale from one property to a multi-million portfolio.
- Balance profit, purpose, and community while growing.
Resources:
https://huimastermind.com https://www.fuzzyjardine.com
Perry Belcher is a renowned digital strategist, educator, and veteran entrepreneur who has shaped the way millions approach marketing, sales, and storytelling online. Best known as the co-founder of DigitalMarketer and the Traffic & Conversion Summit, two of the most influential platforms in digital business, Perry has earned the nickname "The Billion Dollar Man" for the billions in sales his strategies have generated worldwide.
A master copywriter, best-selling author, and high-impact speaker, Perry is celebrated for his ability to turn complex ideas into instantly actionable insights. His copywriting frameworks, product launch strategies, and growth systems have been adopted by entrepreneurs and brands across the globe, resulting in over $500 million in direct sales.
Today, Perry is focused on the intersection of artificial intelligence and human creativity, helping entrepreneurs harness AI tools to grow faster, future-proof their skills, and scale with less chaos. With decades of experience, an unmatched track record, and a gift for simplifying success, Perry continues to inspire and equip business leaders to thrive in the digital age.
During the show we discussed:
- AI builds stronger, more personalized customer relationships.
- Irresistible offers use key elements that drive buying decisions.
- Automation and LLMs create modern customer journeys.
- AI replicates top performers and automates repetitive tasks.
- Simple frameworks turn complex marketing into action.
- Marketers must adapt to thrive in an AI-driven economy.
- Businesses often err when scaling marketing efforts.
- Creativity and AI must align for powerful brand storytelling.
Resources:
https://perrybelcher.com/ https://partnerwithperry.com
Seth Williams is the founder of REtipster, a trusted real estate investing brand and podcast that teaches practical strategies for building wealth through land investing and creative real estate approaches. Known for his humble, value-driven style, Seth focuses on delivering actionable content that helps both beginners and experienced investors succeed.
His journey began in college, where books like Rich Dad Poor Dad sparked his interest in financial freedom and investing. After struggling for years with rentals and house flips, he discovered land flipping in 2008 and quickly realized its potential. Closing his first few deals proved the model worked, and he went on to complete dozens more, establishing land as his primary niche.
Through REtipster, Seth has built a platform that simplifies real estate concepts into clear, step-by-step guidance. From blog posts to courses and the REtipster Podcast, he shares proven techniques to help investors find deals, close transactions, and build long-term wealth.
During the show we discussed:
- How this real estate model differs from traditional investing.
- Why land investing drives financial freedom.
- How beginners can start with this step-by-step system.
- Common mistakes when finding motivated sellers.
- How to tell if a deal is real or too good to be true.
- Ways to handle rejection and skepticism.
- How to write winning offers without overpaying.
- Key due diligence steps to avoid costly errors.
- Fastest ways to sell acquired properties.
- How and when to use seller financing for profit.
- Role of creative marketing in quick sales.
- How to scale from solo investor to full team.
- Long-term wealth and stability strategies.
- How the self-storage model works.
- How the truck parking model works.
Resource:
https://retipster.com/ https://landflippinglifecycle.com https://stridecrm.co/ https://landportal.com/ https://landfunding.partners/
Zack Folk is a Business Development Officer at the St. Louis Economic Development Partnership (STL Partnership), where he connects businesses with capital solutions that drive job creation and investment across the region. Since joining STL Partnership in 2016, he has held roles in both business development and finance, including Credit Analyst, before moving into his current position in 2020.
Zack specializes in marketing and managing economic development finance programs such as the SBA 504 loan and local and federal revolving loan funds. He works directly with business owners and lending partners to guide applications, structure loans, and minimize risk—helping businesses improve cash flow, purchase real estate, refinance debt, or acquire equipment.
With a BA in Economics, Political Science, and International Studies from the University of Missouri-Columbia and an MBA in Economics from Saint Louis University, Zack also connects clients to broader STL Partnership resources, including business counseling, trade assistance, tax incentives, and incubator space—ensuring businesses have the tools to grow and thrive in the St. Louis region.
Resources:
https://stlpartnership.com/
Jeff Lerner went from a jazz musician to generating over $100 million in online sales. After multiple failed ventures and $500,000 in debt, he discovered digital business, paid off his debt in 18 months, and built multiple 8-figure companies, twice landing on the Inc. 5000. His journey inspired him to educate others, leading to the creation of ENTRE Institute, one of the fastest-growing entrepreneurial education platforms with over 250,000 students, and Entresoft, a top small business software suite.
Jeff is the author of Unlock Your Potential (Penguin Random House, 2022), a Wall Street Journal and Publishers Weekly bestseller, and the host of Unlock Your Potential, a top 1.5% global podcast featuring leading entrepreneurs, authors, and thought leaders. His message revolves around the "3 Ps of Success"—Physical, Personal, and Professional—helping people reshape their lives through entrepreneurship.
A sought-after speaker and content creator, Jeff continues to expand his reach through speaking engagements, media appearances, and digital content. He is a devoted husband and father of four, crediting much of his success to his marriage. Despite his busy schedule, he still plays the piano for an hour daily.
During the show we discussed:
- From jazz musician to 8-figure entrepreneur
- Overcoming $500K in debt and rebuilding success
- Myths and misconceptions about making money online
- The creation of the "Life Design" philosophy
- Why ENTRE Institute achieves 63X higher success rates
- The "3 Ps of Success" framework for a balanced life
- Breaking self-limiting beliefs to unlock potential
Resources:
https://designyourlife.com/ https://www.youtube.com/@lifedesignwithjefflerner
Scott Kelly is the Founder and CEO of Black Dog Venture Partners, a business accelerator that helps disruptive companies secure funding, grow sales, and scale faster through a network of over 13,000 investors and 40,000 business partners. With more than three decades of experience working with entrepreneurs and investors, Scott has trained thousands of salespeople and built a reputation for driving innovation and growth.
He is also the creator and host of VC Fast Pitch, a national series of investor-founder matchmaking events that connect startups with top venture capitalists and angel investors. Known as a dynamic MC and connector, Scott leverages his network to help founders and investors succeed.
In addition, Scott is a college professor and host of The Emerging Managers Podcast, where he explores why new VC funds might be the next great investment. Outside of work, he is a proud father and owner of Melvin, the company's namesake mascot.
During the show we discussed:
- Building a list of potential investors
- Using LinkedIn to find investors
- The power of relationships in raising capital
- Creating the perfect pitch deck
- The importance of a due diligence checklist
- Knowing when to raise capital
- Angel investing vs. venture capital
- Finding local investor groups
- What sets Black Dog Venture Partners apart
- How the investor network benefits startups
- How business partners support growth
- The best-fit companies for the accelerator
- Client results and success stories
- What to expect at VC Fast Pitch events
- Common mistakes in investor pitching
- Preparing founders for investor meetings
Resources:
https://blackdogventurepartners.com/ https://vcfastpitch.com/ https://emergingmanagerspodcast.com/
Logan Freeman is the founder of LiveFree Investments, launched in early 2018 after recognizing that the corporate world couldn't offer the fulfillment or freedom he was seeking. Fueled by his passion for real estate—which began with a live-in flip in 2013—Logan has since built a thriving business, completing over 80 successful transactions and managing more than $13 million in investments annually.
What sets Logan apart is his relentless drive and proactive communication. He believes deeply in personal growth and continually invests in himself to stay ahead of market trends and provide maximum value to his clients. His philosophy, "What got you here, won't get you there," drives his commitment to adapt, evolve, and serve investors with confidence and clarity.
With a proven track record and a client-first mindset, Logan empowers investors to build wealth and security through strategic real estate investments.
During the show we discussed:
- Incorporating the 18.6-year real estate cycle into your strategy
- Where we are in today's CRE market cycle
- How macro trends guide CRE investment decisions
- The 5 stages of real estate cycles and their impact
- Risks of ignoring market cycles
- Navigating uncertain markets with confidence
- Ways to partner with LiveFree Investments
- Advantages of the LiveFree brokerage model
- Uncovering off-market deals through equity syndications
- The role and structure of joint ventures
- Overlooked trends in commercial and multifamily real estate
- Staying ahead in the next 3–5 years with LiveFree Investments
Resources:
https://www.livefreeinvestments.com/
Solomon Thimothy is a serial entrepreneur, growth strategist, and the founder of Clickx. His journey began in web development, but he quickly recognized that businesses needed more than websites—they needed leads, conversions, and real growth. To meet that demand, he expanded into Google Ads, built a high-performing team, and developed Clickx, a platform that helped manage clients and automate marketing operations. This innovation allowed his agency to scale nationally and internationally.
Solomon created the 10X Framework, a growth philosophy rooted in doubling every aspect of business—from leads and sales to systems and results. It's not just a tactic, but a mindset—an ongoing commitment to solving problems, embracing challenges, and pushing past limits. The compounding effect of small, consistent wins creates exponential growth, and that’s what the 10X mindset is all about.
Through his agency, Solomon helps companies overcome the digital obstacles.With deep expertise in SEO, PPC, HubSpot, content marketing, automation, and analytics, his team empowers businesses to scale with precision. His “ALL-IN” philosophy—combining client dedication with expert strategy—delivers real, measurable success.
During the show we discussed:
- AI-powered CRM transforms B2B lead generation.
- The 10X System redefines growth through automation.
- AI outreach delivers consistent, quality leads.
- Automation removes founder dependency.
- CRM aligns with each client’s sales flow.
- Smart systems convert leads automatically.
- Unified tools connect ads, outreach, and CRM.
- Founders scale faster with less effort.
- The Home Run Offer keeps messaging aligned.
- AI enhances personalization and follow-up.
- Leads are scored and acted on instantly.
- Existing systems are optimized for growth.
- CRM insights fuel high-converting funnels.
- Clients achieve faster, sustainable growth.
Resources:
clickx.io
Annetta Powell is a powerhouse entrepreneur, best-selling author, and the ultimate queen of creating wealth through multiple streams of income. At just 25, she had an epiphany: the road to millionaire status didn’t run through living paycheck-to-paycheck. So, she boldly ditched her blue-collar job as a materials coordinator at Johnson Controls and dove headfirst into the lucrative world of real estate.
Instead of letting the experience define her, Annetta used it as fuel for an epic comeback. Today, she owns a thriving Digital Product Agency, teaching aspiring entrepreneurs how to transform their ideas into income—all from the convenience of their cellphones.
Annetta Powell is living proof that no challenge is too great and no setback too overwhelming to overcome. Her journey is a masterclass in resilience, determination, and turning setbacks into comebacks. If you’re ready to level up and take control of your entrepreneurial future, connect with Annetta on Instagram: @annettapowell.
During the show we discussed:
- Get paid for what you know with digital products
- Turn your story into a product that sells while you sleep
- Start with an e-book as your first product
- Use lead magnets to get low-cost leads
- Follow steps to create your first course
- Simplify course creation with the DPC System
- Build funnels and extras to boost sales
- Launch your first product in 10 days or less
- Use challenges to sell your products
- Make challenges convert more sales
- Sell more with master classes
- Use AI to create products faster
- Add upsells and downsells to maximize ROI
- Write email sequences that drive sales
Resources:
https://annettapowell.com/
Jon is a top Franchise Consultant, investor, author, and speaker specializing in non-food franchising. As CEO of FranBridge Consulting, he draws on his experience as a former Inc. 500 franchise system president and multi-brand franchisee to help clients explore business ownership. Through FranBridge, Jon connects entrepreneurs with over 600 high-growth non-food franchise opportunities, providing expert guidance throughout the process.
Previously, Jon served as President of ShelfGenie, a national franchise with 200 locations, and was Vice President of Sales at Carter’s Inc., where he managed over $350 million in annual sales. He began his career as a Consultant with Accenture, working internationally. He is also the author of Non-Food Franchising and a recognized thought leader in the franchise and investment space.
Jon earned a BBA in Finance and an MBA from the University of Georgia and was named to UGA’s “40 Under 40” list in 2014. He lives in the Atlanta area with his wife and three children and serves on the boards of Growing Leaders, Inc. and the Entrepreneur’s Organization while mentoring through various nonprofits.
During the show we discussed:
- Why focus on non-food franchises
- Why non-food often beats food franchising
- Helping clients discover unexpected franchise options
- What it’s like to work with FranBridge Consulting
- Finding the right franchise fit
- Typical franchise investment range
- Common funding options (SBA, retirement, etc.)
- Why franchises earn 1.5X higher exit multiples
- Balancing risk vs. return in franchising
- Owner-operator vs. semi-absentee models
- Support systems from franchise partners
- Common franchising misconceptions
- Traits of successful franchise owners
Resources:
https://franbridgeconsulting.com/
Chris Dyer is a globally recognized expert on company culture and remote work. As a former CEO, his companies were named “Best Places to Work” 15 times and appeared five times on Inc. Magazine’s list of fastest-growing companies. Today, Chris is a top-ranked leadership speaker, consultant, and bestselling author of The Power of Company Culture and Remote Work. He’s been featured on numerous global leadership lists, including the LeadersHum Power List and Inspiring Workplaces’ Top 101 Influencers in Employee Engagement.
Chris helps organizations build high-performing cultures that drive productivity, engagement, and profitability. Through his keynote talks and 7 Pillar Strategy, he delivers practical, experience-based insights that leave lasting impact. Known for his candor, humor, and actionable advice, Chris has transformed how leaders approach culture and performance.
Beyond the stage, Chris is a passionate hiker, music lover, and family man. He believes that thriving at work and in life go hand in hand—and he’s on a mission to help companies create environments where everyone can succeed.
During the show we discussed:
- Define company culture and why it matters today.
- Apply the 7 Pillars of Company Culture to drive results.
- Increase transparency to transform team performance.
- Share team and cross-team goals for better alignment.
- Review goals in meetings and plan solutions when off-track.
- Ask regularly how the team can get 1% better.
- Use a weekly one-question survey with follow-up and updates.
- Clarify what makes your company and team members unique.
Resources:
https://chrisdyer.com/
Bobby Mesmer is the CEO of RMG Erectors & Constructors, LLC, the world’s largest Pre-Engineered Metal Building Erector Company. He also leads Iron Will Racing, LLC, a professional prototype racing team, and RMG Luxury Services, LLC, a startup offering black car and luxury jet services nationwide. Known for his strategic vision and hands-on leadership, Mesmer has grown RMG into a $4 billion company with locations in the U.S. and Costa Rica, erecting over 5 million square feet of steel buildings annually—more than any competitor worldwide.
Born and raised in Southern New Jersey, Mesmer launched his first construction firm in 2000. After being defrauded by a major client in 2016 and losing millions, he pivoted to steel building erection. Starting with a single project in Oregon, he rebuilt from the ground up by personally training crews and focusing on sustainable growth. His disciplined, chess-like approach to business transformed RMG into an industry leader through vertical integration and unmatched quality control. A two-time Titan 100 honoree and Inc. 5000 recipient, Mesmer remains at the forefront of business development and operations. He brings a unique blend of grit, strategy, and innovation to every venture—qualities that have defined his entrepreneurial journey.
During the show we discussed:
- Key mindset shifts for scaling effectively
- Focusing on long-term value over short-term gains
- Strategies for deliberate, sustainable growth
- Importance of building and training a strong team
- Risks of scaling too fast and how to prevent them
- Adversity’s role in building resilience
- Maintaining culture and quality while growing
- Essential systems for sustainable scaling
- Measuring success beyond revenue
- Habits to stay focused and prevent burnout
- Using mission and purpose for better decisions
- How vertical integration supports scalability
- Common scaling mistakes and how to avoid them
Resources:
https://www.bobbymesmer.com/
Daniil Kleyman is a real estate investor, software entrepreneur, and founder of multiple thriving companies based in Richmond, VA. Originally from snowy Moscow, Russia, Daniil immigrated to the U.S. at age 12 and eventually found himself on Wall Street—briefly, he found his true path in real estate and software development—and hasn’t looked back since.
He runs Evolve Development, a real estate firm focused on ground-up multi-family and mixed-use projects with a current pipeline of over $80 million. Daniil also leads True Vision Analytics, which builds tools like Rehab Valuator, helping investors and developers analyze deals, raise capital, and manage projects across the U.S. and beyond.
An avid traveler, Daniil spends at least two months a year abroad. He stays active through jogging and Muay Thai, and is a hands-on leader, constantly collaborating with his software team to drive innovation.
During the show we discussed:
- Streamlines investor decision-making.
- Reduces risks in property acquisition and development.
- Builds financial models and pro formas.
- Supports pitching deals to lenders or banks.
- Estimates ROI, cash flow, and profit margins.
- Determines maximum allowable offers (MAO).
- Evaluates property exit strategies.
- Simplifies rehab budgets and scopes of work.
- Compares financing options quickly.
- Enhances comp analysis vs. MLS or Zillow.
- Markets wholesale deals effectively.
- Provides pre-built flyers and presentations.
Resources:
https://rehabvaluator.com/
Krystal and Dedric Polite are real estate investors and stars of A&E’s 50/50 Flip, where they transform rundown properties while building generational wealth. Based in North Carolina, the couple launched their real estate journey with a single Airbnb and have since flipped over 100 properties. Their success blends Krystal’s expertise in systems and marketing with Dedric’s skills in acquisitions and finance.
Starting with wholesaling and using tools like DealMachine, they identified off-market deals and turned early setbacks into profitable lessons. Today, they run multiple businesses and a nonprofit, focusing on sustainable growth and educating aspiring investors through seminars and media appearances.
Outside of business, the Polites are raising two young boys and remain passionate about inspiring others to achieve financial freedom through real estate. Their mission: build wealth, uplift their community, and show others what's possible—one property at a time.
During the show we discussed:
- Importance of mindset in real estate wholesaling
- License or experience needed to start wholesaling
- Common mistakes on a first deal
- Choosing the right market as a beginner
- Top three marketing methods to master
- Building a motivated seller list on a budget
- Knowing if a property is a good deal and what to offer
- Assignment contract vs. purchase agreement
Resources:
https://politewealthportal.com/ https://dedricandkrystal.com/
Cole VanDeWoestyne is the founder of Inboxing Engine helping 7- and 8-figure course creators, coaches, and consultants scale with high-converting email marketing. He sends hundreds of millions of emails annually—with open rates as high as 70%—and has generated over $75 million in revenue through email alone.
Cole’s path to success is rooted in diverse real-world experience. From streamlining processes as a Metallurgical Lab Coordinator, to mastering customer service and networking in the auto parts world, to leading luxury sales for brands like Maserati and McLaren, he’s built a toolkit of leadership, sales, and strategy. These roles taught him how to think creatively, lead teams, and deliver results in high-pressure environments.
Today, Cole channels his decades of experience into helping others grow—teaching not only marketing, but mindset and business development. His mix of technical skill, real-world grit, and people-first approach makes him a trusted partner to top-tier entrepreneurs looking to scale smarter.
During the show we discussed:
- Define the Email Algorithm Model vs. traditional email marketing.
- Explain what’s broken with current industry standards.
- Show why community is key for future customer growth.
- Share why your team are “email assassins,” not list managers.
- Define “dominating the inbox” and key metrics.
- Expose top myths and mistakes in email scaling.
- Outline your client onboarding and optimization process.
- Break down the PEAS strategy and its use.
- Explain how you choose content and audiences.
- Describe your feedback loop and its impact.
- Show how data drives segmentation and content strategy.
- Reveal the secret to 67–70% open rates.
- Explain how you find $100M+ in hidden revenue.
- Clarify who your model is best for and prerequisites.
Resources:
https://inboxingengine.com/
Alex Kutsishin is the co-founder and CEO of FUEL Inc., the world’s first Performance-as-a-Service platform designed to deliver cutting-edge performance training for sales teams and leaders. FUEL is transforming traditional business education by combining science-backed learning, real-time coaching, and advanced analytics to create happier, healthier, and more productive professionals.
A born entrepreneur, Alex has co-founded ten companies across diverse industries—from launching medical offices in Washington, D.C., to building the first American-based low-code/no-code platform for creating custom mobile websites. His ventures consistently push the boundaries of innovation, blending technology and strategic growth to meet evolving market demands.
Alex’s achievements have earned him widespread recognition, including EY Entrepreneur of the Year, Inc. 101, and Deloitte Fast 50 honors. He is also credited with building the fastest-growing mortgage technology company in the world, achieving a staggering 7,000% growth in just four years. With FUEL, Alex continues his mission to redefine how individuals and organizations unlock peak performance.
During the show we discussed:
- How Fuel differs from traditional LM
- “Performance-as-a-Service” explained
- The gap Fuel fills in training
- Boosting retention by 700%
- On-demand video library content
- Daily live coaching structure
- Science-backed learning methods
- Manager tools for tracking & analytics
- Fostering accountability & growth
- Personalized learning paths
- Client ROI & performance gains
Resources:
https://www.myfuel.io/
Jason Sisneros is a battle-tested CEO and business strategist known as The Architect for his unique ability to systemize, scale, and turn around companies for maximum cash flow or exit. He’s worked with Fortune 500 giants like Nike, Comcast, and Microsoft, and has led the successful turnaround of over 100 small to mid-cap companies. Renowned for his leadership expertise, Jason has delivered over 3,000 presentations and was a top speaker for Tony Robbins.
His entrepreneurial journey wasn’t without setbacks—Jason lost three businesses and filed for bankruptcy. Instead of quitting, he spent six years learning directly from the world's top business minds, filling notebooks with proven systems and strategies. He applied that knowledge to rescue a failing cleaning business, turning it into a multi-million dollar exit using what would become the B2X System.
That single turnaround sparked a 20-year career helping entrepreneurs build scalable, sellable companies. With decades of experience, dozens of personal exits, and countless consulting wins, Jason now offers the B2X System—a complete operating blueprint for entrepreneurs ready to scale and succeed.
During the show we discussed:
- Why businesses fail to scale — and how B2X fixes it
- The four pillars of the B2X Approach
- Shifting from operator to owner
- Why books and coaches aren’t enough
- Culture’s impact on valuation and scale
- Building systems that run without you
- Custom-tailored vs. generic exits
- When to start exit planning
- Biggest mistakes when selling a business
- How B2X attracts buyers and investors
- What a strong exit team looks like
- The value of recurring revenue and retention
- Key financial metrics buyers want
- Real business turnarounds with B2X
Resources:
https://builttoexit.biz
Shane Barker is a veteran entrepreneur and the founder of TraceFuse, the first company to develop a fully TOS-compliant Amazon Negative Review Removal system. With over two decades of experience in digital marketing, Shane has helped dozens of Fortune 500 companies grow their online presence and has been recognized by the Content Marketing Institute and Influence Directory as a leading voice in the industry. He also served as an instructor at UCLA, where he helped shape the university’s Influencer Marketing and Personal Branding programs.
Shane’s pivot to e-commerce came through his work driving traffic to Amazon listings, where he discovered a widespread problem: abusive and damaging negative reviews. Realizing the impact these could have on sellers, he set out to find a solution that was not only effective but fully compliant with Amazon’s terms of service.
This led to the launch of TraceFuse, a cutting-edge platform that helps sellers ethically remove harmful reviews using 100% white-hat strategies. Today, Shane continues to lead innovation in the e-commerce space, helping Amazon sellers protect their brands, restore reputations, and unlock long-term growth.
During the show we discussed:
- Inspiration behind TraceFuse
- Impact of negative reviews
- What makes a review abusive
- Risks of black hat methods
- Misconceptions about Amazon policies
- Ensuring 100% TOS compliance
- Effect of reviews on new vs. high-volume sellers
- Process of working with TraceFuse
- Categories most affected by reviews
- Identifying reviews for removal
- Success metrics and case studies
- Preventing negative reviews
- Impact of fake/competitor reviews
- What sellers should avoid doing
Resources:
https://tracefuse.ai/
Toby Potter is the Founder of Global Integrity Finance and the go-to expert for real estate investors who want to build sustainable wealth without making costly mistakes. Known for transforming struggling investors into confident real estate tycoons, Toby offers strategic partnerships and financing solutions that traditional banks won’t—empowering his clients to thrive where others fail.
With over 7,000 investor success stories, Toby’s proven system consistently helps everyday investors become powerful wealth builders. From humble beginnings as a dairy farm kid with just $600 in his pocket, he rose to build a real estate empire—only to lose it all in the 2008 crash. Refusing to be defeated, Toby rebuilt from the ground up and emerged stronger than ever, earning accolades such as Private Lender of the Year and a coveted spot on the INC 5000 Top 100 Fastest-Growing Companies list.
Unlike so-called “gurus” who sell hype, Toby delivers battle-tested strategies that work. He teaches investors how to command capital instead of being controlled by it, building real, lasting wealth without relying on empty promises. Whether you’re a new investor or ready to scale, Toby Potter is the trusted partner you need to unlock your financial future.
During the show we discussed:
- Why investors fail in real estate
- 90% financing on fix & flips
- Building a portfolio with financing
- Training to succeed in real estate
- Finding the right partner
- Steps before your first deal
- Starting with wholesaling
- Launching Global Integrity Finance after 2008
- Commanding financing vs. being controlled
- Creative non-bank financing options
- Building a portfolio without your own money
- Deal structure for self-funding portfolios
- Mindset shifts for success
- Costly mistakes when scaling
- Ensuring properties add cash flow
- Partnerships in scaling wealth
- Driving mission to help others build wealth
Resources:
globalintegrityinvestment.com
Rick Pino is the go-to business consultant and wealth coach for entrepreneurs who are done with guesswork and ready to turn their expertise into serious income—fast. With over 20 years of experience in marketing, sales, and financial education, Rick helps clients monetize their knowledge and build online income streams that scale.
He’s not just theory—Rick has built multiple 7-figure businesses in real estate, e-commerce, publishing, and digital marketing. His systems have generated over eight figures in sales, and he’s helped clients hit six figures in a single day. Whether he’s guiding B2C beginners or advising 7-figure B2B founders, Rick delivers strategy, clarity, and results to help serious entrepreneurs stop spinning their wheels and start building real digital wealth.
During the show we discussed:
- Scalable sales system essentials
- Hustle income vs. systems cash flow
- Value as the key to scaling
- Best sales automation tools
- Is your offer ready to scale?
- Mindset shift: hustle to systems
- Audience building for cash flow
- From inconsistent income to recurring revenue
Resources:
rickpino.com
David Price is the CEO and Founder of The Price Group, a leading insurance agency specializing in Final Expense Life Insurance. Entering the industry in 2018, he became one of its fastest millionaires—achieving that milestone within 36 months. By 2024, The Price Group surpassed $35 million in sales, helping over 30,000 families and enabling agents to consistently earn six-figure incomes through his proven system.
In October 2024, David launched The Price Group IMO, expanding partnerships with top carriers and offering agents enhanced tools, lead programs, and mentorship. This move solidified his commitment to building a scalable model that empowers agents to grow profitable businesses while better serving their communities with integrity and support.
Having grown up on government assistance, David built his success from the ground up through grit, vision, and purpose. Now a Forbes Business Council member, he shares insights on entrepreneurship and financial freedom across Instagram, LinkedIn, YouTube, and more—mentoring aspiring agents ready to break free from the grind and build a business they own.
During the show we discussed:
- Why insurance and final expense
- Early challenges building The Price Group
- Habits that created millionaire success in 36 months
- Misconceptions new agents have about insurance sales
- How The Price Group system stands out
- Earning six figures with no sales experience
- Launching The Price Group IMO and its impact
- A day in the life of a successful agent
- Keeping agents motivated and consistent
- Transformational mentorship success stories
- Building community and culture at The Price Group
- Advice for 9–5 workers considering a career switch
Resources:
https://tpglife.com/
Michael A. Scarpati is a seasoned entrepreneur and the Co-Founder and CEO of RetireUS, a financial wellness platform dedicated to helping individuals achieve financial freedom. With over 15 years of experience in the financial services industry, Michael previously worked as an independent financial professional, designing custom strategies for high-net-worth individuals and corporate executives.
In 2022, Michael co-founded RetireUS to disrupt the traditional financial services model by making fiduciary guidance more accessible and impactful. The platform combines trusted human relationships with innovative technology to deliver faster, more affordable, and more effective financial planning for everyone—not just the wealthy.
Outside of RetireUS, Michael serves as Chairman of the Board at OWE, a nonprofit organization focused on empowering underserved communities through sustainable resources and support. Passionate about collaboration and impact, Michael is driven by a mission to democratize financial advice and build pathways to long-term independence for all.
During the show we discussed:
- Financial consciousness basics
- Meaning of financial freedom
- First steps to financial independence
- Building financial systems
- Aligning goals with investments
- Cash flow planning for freedom
- Common financial mistakes
- Protecting wealth in downturns
- Benefits of structured planning
- Creating a resilient retirement plan
- Evaluating savings habits
- Tools for savings & income management
- Building legacy wealth
- Simple steps to start planning
- Future trends in personal finance
Resources:
https://retire.us/
Joseph Shalaby is the CEO and Broker of E Mortgage Capital Inc., a top-performing mortgage firm licensed in over 48 states. A UCSB graduate with honors and former law student at Abraham Lincoln University, Joseph has spent over 20 years in the mortgage industry, earning recognition from the Scotsman Guide, UWM Elite 100, and the BBB Torch Award. Known for his integrity-driven and innovative approach, he has helped expand E Mortgage Capital to 900+ licensed loan officers and 40+ physical locations nationwide.
Born in Cairo and raised in California, Joseph’s journey was shaped by his family’s resilience—especially his father’s rise from gas station worker to licensed physician. These experiences fueled his commitment to restoring the American Dream through accessible homeownership solutions and exceptional client service.
Beyond business, Joseph founded the Shalaby Foundation to fight social injustice and support underserved communities through education and faith-based initiatives. His hands-on volunteer work, especially with the homeless, reflects a deep passion for giving back and creating lasting impact beyond the boardroom.
During the show we discussed:
- Mortgage eligibility for self-employed borrowers and required docs
- How lenders verify self-employed income
- Special loan programs for entrepreneurs
- Business income’s impact on DTI ratio
- Considering business debts in applications
- Tax and financial statement requirements
- Using business assets for down payment/reserve
- Multiple income streams and loan approval
- Personal vs. business credit checks
- Strengthening applications with fluctuating income
- Refinancing for self-employed borrowers
- Income history needed before refinancing
- Benefits of cash-out refinancing for business growth
- Refinancing investment or second homes
- Refinancing’s impact on future business credit
- Latest loan options available
Resources: https://www.emortgagecapital.com/
John Ghiorso is a serial entrepreneur and seasoned marketing strategist known for building and scaling high-performing digital agencies. In 2008, he founded Orca Pacific, a full-service Amazon agency that grew into one of the world’s leading Amazon and eCommerce firms. After more than a decade of growth, John successfully led the sale of Orca to Media.Monks (S4 Capital) in 2020 and remained on board through 2023 to complete his earn-out.
Now, John is the Founder and CEO of VantaFive, a venture studio dedicated to launching and scaling marketing services companies. With a focus on matching specialized operators with high-demand market opportunities, VantaFive is building the next generation of niche agencies from the ground up.
So far, John has launched:
- Influent – a full-service LinkedIn agency helping B2B brands grow through content, engagement, and advertising.
- Longbow – an AI-powered outbound messaging agency delivering scalable, high-impact cold outreach.
With a new agency launching every quarter, John’s mission is to build five successful ventures by the end of the year—all while building in public and sharing the behind-the-scenes journey, wins, challenges, and lessons learned along the way.
During the show we disscussed:
- What you should be doing now to start scaling your business quickly
- The importance of systemizing scalable growth
- Why it’s challenging to scale digital advertising—and how to succeed
- The need for dedicated resources and experts to guide your ads strategy
- How to identify the top three advertising channels for your business
- How to generate free leads from organic LinkedIn posts
- Using modern cold email strategies to accelerate growth
- The benefits of building hyper-specific niche audiences
- How to overcome obstacles that slow down your scaling efforts
- Key insights for producing viral-worthy content
- Lessons from building five new companies in a single year
Resources:
https://www.vantafive.com/
Robert DiNozzi is Chief Growth Officer at Second Wind Consultants, where he leads brand strategy and key relationships with lenders, investors, intermediaries, and other stakeholders. He oversees corporate strategy, industry partnerships, and the development of growth models across banking, private equity, M&A, and franchising. DiNozzi also directs branding, content, and media efforts to convey Second Wind’s mission of preserving and unlocking business value.
Before joining Second Wind, DiNozzi spent 15 years in Hollywood as a film producer and executive, working with major studios like Warner Brothers, Disney, and Paramount. He produced the box-office hit Flightplan, founded a market-leading non-theatrical distribution company, and pioneered tech products, including a top-ranked voice-enabled productivity app and an accessible gaming platform. His experience spans creative development, structured finance, and global dealmaking.
An expert in strategic storytelling, DiNozzi is known for aligning teams around compelling narratives that drive engagement and growth. He’s led major brand collaborations with companies like Microsoft and BMW, and teaches the art of pitching story at the university level, combining his backgrounds in entertainment and business to inspire powerful communication.
During the show we discussed:
- Second Wind’s core mission in action
- Using the UCC to resolve debt
- Preserving value during business distress
- How Second Wind differs from bankruptcy
- Turning unsustainable businesses profitable
- Industry adaptability of Second Wind’s solutions
- Getting out of over-leveraged SBA loans
- Measuring long-term impact on businesses
- Common misconceptions about business turnaround
Resources:
https://secondwindconsultants.com/
Emmanuel Daniel is a global thought leader, author, and advisor on the future of finance, geopolitics, and their impact on business and society. He was named a top 10 global influencer on the Fintech Power50 list in 2021 and 2022, and is the founder of TAB Global, which operates platforms like The Asian Banker, Wealth and Society, and TABInsights. Emmanuel works closely with corporate and government leaders, advising on strategy and facilitating high-level planning workshops around the world.
His book, The Great Transition: The Personalization of Finance is Here (2022), explores how technologies such as blockchain, crypto, and gaming are reshaping finance. Featuring forewords by former Congressman Barney Frank and financial innovator Richard Sandor, the book provides a roadmap for disruptors in the financial industry. Emmanuel is also a frequent commentator on BBC, CNBC, and Bloomberg, and was awarded the Citibank Excellence in Business Journalism Award for Asia in 1999.
With a legal background and degrees from the National University of Singapore, University of London, and studies at Columbia University, Emmanuel brings a global perspective to his work. A former member of the Entrepreneurs’ Organization and an avid model train enthusiast, he has traveled to over 130 countries and splits his time between Singapore, Beijing, and New York while working on his next book, The Winning Civilization.
During the show we discussed:
- What’s happening with crypto and stable coins
- How stable coins impact the US dollar
- What the Genius Act means for you
- New crypto giants emerging from stable coin growth
- Why the US central bank won’t regulate crypto'
- What to know about alt coins and staying safe
- Credit profiling through business transactions
- New credit scoring methods for businesses
- What’s changing in peer-to-peer lending
- Digital data now used in lending decisions
- Lenders using lifestyle data to qualify you
- How friends, shopping times, and habits affect borrowing
Resources:
https://www.emmanueldaniel.com/
Dr. Marquel Russell is a former 9th-grade dropout turned multimillion-dollar business strategist and CEO of Strategic Scale Institute. He’s the creator of the Predictable Scale Flywheel™—a proven system that helps service-based entrepreneurs scale from six to eight figures by streamlining operations, automating marketing, and building high-performing teams. His strategies have helped over 3,000 clients generate more than $1 billion in revenue.
Marquel has built multiple 7-figure businesses and landed on the Inc. 5000 Fastest Growing Companies list. But for him, true success is freedom—working just four days a week, taking unplugged vacations each quarter, and celebrating Christmas abroad with his family. He lives what he teaches, using the same systems that have transformed his clients’ businesses and lives.
Through Strategic Scale Institute, Marquel empowers entrepreneurs to escape burnout and grow with intention. Whether they’re earning $30K or scaling past 7 figures, his Predictable Scale Flywheel™ turns businesses into self-sustaining, profit-generating machines. Simply put, Dr. Marquel Russell doesn’t just teach growth—he lives it.
During the show we discussed:
- The Predictable Scale Flywheel™ for burnout-free growth
- Building a 20-hour workweek system
- Morning and bedtime rituals for peak performance
- The power of quarterly vacations
- Mastering your calendar with the 80/20 Power Grid
- Delegating to focus on high-level tasks
- Creating a yearly War Map for business clarity
- Using a scorecard to track health and performance
- Weekly mapping for consistent productivity
Resources:
https://scalethesmartway.com/ https://scalemadeeasy.com/
Benjamin Dennehy is an engaging and entertaining trainer and speaker who blends humour, psychology, and raw insight to challenge everything you think you know about sales. Known as The UK’s Most Hated Sales Trainer—a title he unapologetically made up for marketing purposes—Benjamin isn’t here to coddle. He’s here to disrupt. With brutal honesty and sharp observations, he holds up a mirror to the sales industry, exposing uncomfortable truths that many recognise… and few want to admit.
Originally called to the bar as a qualified Barrister in New Zealand, Benjamin never planned on a career in sales—like most people in the profession. Very few dream of sales as kids, yet somehow find themselves selling by default, not design. Young, articulate, and presentable? That’s often all it takes to land a sales role. But doing a job you never truly wanted? That’s a recipe for mediocrity, and Benjamin is on a mission to change that.
Through his no-nonsense, laugh-out-loud style, Benjamin helps sales professionals break out of autopilot and into purpose. He doesn’t teach gimmicks—he teaches mindset. Whether speaking from a stage or leading a training session, he’ll leave you thinking, laughing, and maybe just a little bit uncomfortable. And that’s exactly the point.
During the show we discussed:
- Spotting high-value prospects quickly
- Leading sales conversations with confidence
- Building a top-performing sales mindset
- Sales script vs. process — what works best
- Disqualifying prospects faster and smarter
- How prospects deceive you—and what to do
- Creating a consistent sales pipeline
- Opening calls with clarity and purpose
- Handling objections without losing control
- Following up without sounding desperate
- Mindset shifts to earn more with less effort
Resources:
https://uksmosthatedsalestrainer.com/
Eric’s journey into the financial world was born from personal experience. Growing up, he watched his hardworking father battle a debilitating illness and saw the financial strain it placed on his family. It became clear to Eric that many hardworking professionals, like his parents, were navigating a complicated financial landscape without the personalized guidance they needed. This realization sparked his lifelong mission: to become the trusted advisor families could count on during life’s most challenging moments.
With a degree from the University of Rhode Island, Eric began his career at Merrill Lynch in Retirement Plan Services, laying the foundation for his expertise in long-term financial planning. He later joined Bloomberg, LP, where he deepened his knowledge and expanded his ability to deliver impactful financial solutions. Over the last 13 years, Eric has helped clients save millions in taxes and move confidently toward financial independence.
What sets Eric apart is his empathy-driven approach. He takes the time to understand each client’s unique story and crafts personalized strategies that align with their goals and values. His mission is to provide more than just financial advice—he offers clarity, security, and peace of mind, helping clients transform uncertainty into confidence and turn aspirations into lasting legacies.
During the show we discussed:
- Tax planning vs. tax prep: the big misconception
- How tax strategy can save millions—and why few use it
- Real client example of proactive tax savings
- Why advisors must show up in tough times, not just wins
- Common financial traps before hiring an advisor
- The overlooked human side of financial advising
- Balancing ambition and risk in high-stakes decisions
- An investment to avoid—and the reason behind it
- Why one-size-fits-all advice is risky
- Crafting strategies based on life, not just income
- How empathy shapes better financial plans
Resources:
https://www.emangold.com/
Glenn Poulos is a seasoned sales leader and entrepreneur with over four decades of experience. He began his career in 1985 as a technical sales rep and quickly found his passion in customer-facing roles. In 1991, he founded his first company, mmWave Technologies Inc., and later served as President of Anritsu Electronics Ltd. for nine years. In 2007, Glenn founded Gap Wireless, which became a leading distributor for the mobile broadband and test & measurement equipment markets. He successfully sold the company to NWS in 2022.
Throughout his career, Glenn has spent thousands of hours in the field, working closely with customers and mentoring sales teams. His hands-on experience has given him a deep understanding of what it takes to start, scale, and succeed in business. Glenn is particularly passionate about sales strategy, consumer behavior, and the emotional drivers behind decision-making, which has helped him create and lead several successful companies.
Now, Glenn is exploring new opportunities to share his expertise. Whether through collaborations, podcast appearances, or speaking to sales teams, he brings a proven, results-driven approach. In his personal life, Glenn enjoys hiking, skiing, and playing pickleball near his home in Toronto, Ontario.
During the show we discussed:
- Use the WSP method to make your product more attractive
- Get sales reps to dig deeper at the start of each call
- Handle 10 types of tough customers with ease
- Avoid common sales negotiation mistakes
- Stop costly sales mistakes before they happen
- Keep your sales reputation strong under pressure
- Turn objections into closed deals
Resources:
https://glennpoulos.com/
Maxwell Finn is an accomplished marketer, entrepreneur, and investor with over a decade of experience in digital marketing. He was one of the first advertisers on both Facebook and TikTok, becoming a go-to expert in scaling businesses with paid ads. His journey started with his first e-commerce company, Startup Drugz, which he grew rapidly before selling it to Russell Brunson, founder of ClickFunnels.
Maxwell then co-founded Quantum Media, a full-service digital marketing agency with Kevin Harrington from Shark Tank. There, he led successful ad campaigns for major clients like 3M, Goodwill, and Sam’s Club. Today, he owns a portfolio of businesses, including agencies, e-commerce brands, and SaaS companies, generating over $250 million in direct revenue for clients and training over 10,000 marketers.
A sought-after speaker, Maxwell has shared his expertise at top events like Traffic & Conversion Summit and Social Media Marketing World. He’s also created educational programs for industry leaders like DigitalMarketer, ClickBank, and Kajabi, helping thousands master paid advertising and digital marketing strategies.
Interview Questions:
- The power of getting to “no” and why it’s essential in client relationships
- How brilliant brands stand out—and how you can apply the same strategies
- Lessons from Liquid Death’s unconventional rise to success
- The compounding advantage of entrepreneurship over time
- How to identify and choose the right mentor to accelerate business growth
- Why doing what others won’t do is the shortcut to hyper success
- The critical advantage of being first in your market or niche
- How human illogical behavior can be leveraged for business success
Resources:
https://www.maxwellfinn.com/ https://unicornadsmanager.com/
Hugo Blankingship III is a highly respected attorney based in Washington, D.C., specializing in identity theft and false credit reporting issues. With over 30 years of experience, he has built a strong reputation for advocating on behalf of consumers who are struggling with inaccurate credit information. His mission is to help clients get incorrect data removed from their credit reports, allowing them to move forward with their financial lives.
A graduate of the University of Virginia (B.A., 1982) and the Marshall-Wythe School of Law at the College of William & Mary (J.D., 1986), Hugo began his career as a law clerk to the Honorable Albert V. Bryan, Jr., former chief judge of the U.S. District Court for the Eastern District of Virginia. This foundation shaped his career and led him to become a passionate consumer rights advocate.
Throughout his career, Hugo has fought tirelessly against major credit reporting agencies like Experian, TransUnion, and Equifax, ensuring they adhere to the rules. In 2004, he argued the case Nigh v. Koons Buick Pontiac GMC before the U.S. Supreme Court, and has represented clients before the Supreme Court of Virginia and the U.S. Court of Appeals for the Fourth Circuit. Hugo's clients know him as a tenacious attorney who won't back down in the pursuit of justice.
Thomas B. Christiano received a B.A. from the University of Virginia in 1993 and a J.D. from the Marshall-Wythe School of Law at the College of William & Mary in 1999. Mr. Christiano has handled numerous consumer protection cases and specializes in cases involving inaccurate credit reporting under the Fair Credit Reporting Act. He has reviewed the credit reporting procedure process from the major credit reporting agencies and the dispute investigation procedures of many banks who have furnished inaccurate credit information. As an experienced credit report lawyer, he can identify the actual damages associated with credit report problems, including emotional distress damages, the loss of employment opportunities, inability to obtain a mortgage, and loss of use of credit., Mr. Christiano also publishes a blog at yourfaircreditreportlawyernow.com, which is an excellent informational resource on the subject. Thomas B. Christiano has decades of experience helping clients who have been the victim of credit fraud and identity theft. Discover how he can help you!
During the show we discussed:
- Common credit report errors and their impact on consumers
- Effects of identity theft on credit and first steps to take
- Challenges in disputing false credit report information
- Overview of the dispute process with credit bureaus
- How bureaus respond to disputes and what to do if ignored
- Consumer rights under the Fair Credit Reporting Act (FCRA)
- Role of Equifax, Experian, and TransUnion in disputes
- What to do when bureaus don’t fix errors and how attorneys help
- Issues with mixed/merged credit files and how to resolve them
- Fraud tactics in credit manipulation and identity theft prevention
- Importance of checking credit reports and common review mistakes
- Steps to fix credit scores after finding report errors
- How bad credit affects loans, housing, and employment
- Benefits of working with a credit report attorney vs. doing it alone
Resources:
https://www.yourfaircreditlawyer.com/
Michael Jacobson became CEO of French Florist in late 2018, rescuing the company from near closure and driving it to $10 million in revenue by 2024, making it the largest flower shop in Los Angeles. His leadership has propelled the business into a new era of innovation, with a focus on technology and a robust model for global expansion through licensing.
Before French Florist, Michael honed his strategic skills at Slalom, a $1 billion consulting firm, and as a real estate broker. He also contributed to the Washington Hyperloop project, advising on innovative transportation solutions. These experiences shaped his ability to drive change and create growth across industries.
Outside of work, Michael is an avid swimmer and promotes wellness within his team. He supports the Little Miracles Foundation, helping orphans, and is an active member of the Young Presidents' Organization (YPO), believing true success lies in both business achievements and societal impact.
During the show we discussed:
- Turning a struggling business into an 8-figure success
- The rise of “order aggregators” and why they’re the future
- How lack of innovation can kill your business
- Global floral industry size and future growth potential
- Most profitable floral segments: retail, events, online delivery
- Why tech and retention are key growth drivers
- Floral industry vs. others in market size and growth
- Why floral franchises are cheap and easy to start
- 5 unique ways to boost your business’s value
- The power of branding in a crowded floral market
- How florists use tech to boost efficiency and profits
- Is it easy to enter the floral industry?
- Big opportunity: franchising in the floral space
Resources:
https://frenchfloristfranchise.com/
Carter Cofield is one of the co-founders of Melanin Money, a platform dedicated to empowering Aspiring 1st Generation Melanin Millionaires.
He’s a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), is the Lead Advisor at Cofield Advisors, LLC. He is passionate about empowering entrepreneurs to thrive by strategically navigating their taxes. Carter’s dedication to financial literacy led him to co-create Melanin Money, the #1 brand for wealth builders of color, with a mission to close the racial wealth gap by 10%.
Melanin Money was born out of the need to bridge the wealth gap for people of color. With a focus on providing trusted education, resources, and a supportive community, the platform equips individuals with the tools to start building wealth and securing financial freedom.
Through a combination of financial education, branded initiatives, and merchandise, Melanin Money is creating a movement to help individuals of color build generational wealth and leave a legacy for future generations.
During the show we discussed:
- Understand the $100B wealth gap and how to close it.
- Learn how to reach your first $1M in net worth.
- Discover legal ways to pay less in taxes.
- Use proper strategies to shelter money from the IRS.
- Turn everyday expenses into tax deductions.
- Apply income shifting to reduce taxes.
- Invest while saving on taxes using real estate and other assets.
- Know key financial principles before investing.
- Believe wealth is possible to achieve it.
- Avoid common mistakes new investors make.
- Align investments with business growth goals.
- Assess risk and diversify your portfolio.
- Invest wisely with limited time and resources.
- Choose the right assets to grow your wealth.
- Balance business reinvestment with personal investing.
- Structure finances for business and personal wealth.
- Build passive income while growing your business.
- Balance short-term and long-term investments.
- Explore overlooked wealth-building opportunities.
- Plan taxes smartly to boost investment returns.
- Leverage compound interest for long-term gains.
Resources:
https://melaninmoney.com/
Israel Duran is a passionate business growth partner, speaker, and trainer dedicated to helping purpose-driven leaders discover, design, and deliver their unique gifts to the world. His mission is to empower individuals to build generational wealth by leveraging the power of the internet.
With a proven track record of helping entrepreneurs worldwide, Israel specializes in unlocking potential and guiding clients to profit with a purpose. Through his business optimization strategies, he equips entrepreneurs to create and scale profitable businesses that make a meaningful, positive impact on the world.
Whether you're scaling your business to 6 or 7 figures, are a speaker, a celebrity, or the CEO of an 8-figure Fortune 500 company, Israel’s expert insights and tailored approaches can help you achieve your goals. Explore how you can work with Israel and take your business to the next level.
During the show we discussed:
- Find your identity to attract ideal clients through branding
- Discover your true purpose and align it with your business
- Know when to pivot and when to stay your course
- Use speaking engagements to scale your business
- Take the first step to grow your business through speaking
- Leverage the "Beach of Abundance" to fuel growth
- Identify and fix profit-draining leaks in your business
- Apply the 5-level framework for real business growth
- Build a personal brand that drives growth through speaking
- Balance value and sales when speaking to your audience
Resources:
https://israelduran.com/
Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner with over 35 years of experience in tax reduction and wealth building. Through her proprietary KPGSystem, Dr. Jackson has helped over 100,000 individuals and businesses Keep, Protect, and Grow their wealth.
As a trusted expert in financial security, Sherry empowers professionals to safeguard their earnings and create lasting wealth. She is the author of impactful books, including "How to Escape The Rat Race," and reaches an audience of over 44,000 followers on social media, where she shares her knowledge on achieving financial freedom and building a legacy.
Dr. Jackson’s speaking, books, and consulting work go beyond education, offering actionable strategies for financial success and long-term wealth creation. A sought-after guest, Dr. Jackson is dedicated to helping individuals and businesses unlock their financial potential and secure their future.
During the show we discussed:
- Identify common tax pitfalls that small business owners should be aware of.
- Understand what triggers an IRS audit and how to avoid becoming a target.
- Learn why the IRS often targets small business owners for audits.
- Explore ways to maximize income while minimizing tax liabilities.
- Discover the first step a small business owner should take to reduce taxes.
- Learn when groceries, travel, and meals can be written off legally.
- Understand the benefits of hiring your kids as a tax strategy.
- Use innovative strategies to build wealth while minimizing tax burdens.
- Legally reduce taxes as a small business owner without risking an audit or penalty.
- Having multiple income streams for tax reduction and wealth building.
- KPGSystem helps protect and grow earnings in today’s financial environment.
- Navigate complex tax laws effectively to safeguard business earnings.
- Implement key tax-saving strategies from the very beginning of a business.
Resources:
https://shop.sherrypeeljackson.com/
Beau Eckstein: Franchise & SBA Loan Expert, Business Ownership Coach, and Investor. With over 26 years of experience in lending, franchising, and business acquisition, Beau Eckstein is a trusted authority in business ownership. He has helped thousands of entrepreneurs secure funding, navigate SBA loans, and find the right franchise or business to own. Through his extensive network and expertise, Beau guides clients through the financing process and connects them with the best opportunities.
As the host of The Investor Financing Podcast, Beau has created content that has generated millions in funded deals, helping entrepreneurs transition from employees to successful business owners. He advocates for leveraging virtual assistants and AI to streamline operations and increase profitability, empowering businesses to scale effectively.
In addition to being a licensed California real estate broker, Beau offers actionable insights through his platform, businessownershipcoach.com, where he helps individuals explore franchising or elevate their existing business ventures. Beau’s passion lies in helping people break free from the corporate grind, build wealth, and create lasting legacies.
During the show we discussed:
Who franchising is ideal for How to secure financing to purchase a franchise How to buy franchises with 10% or less down payment How to obtain SBA financing to purchase a franchise How to use SBA financing to build or acquire a new business How to qualify for SBA financing Why SBA loans under $500K don’t require additional collateral How to use SBA financing to start a new business based on projections What a seller carry on full standby is and how it helps reduce your cash down How to use creative financing to meet SBA loan down payment requirements
Resources:
businessownershipcoach.com beaueckstein.com Bookwithbeau.com
Since 1995, Jonathan Mast has been at the forefront of digital innovation, blending marketing expertise with cutting-edge technology. Over the past two years, he has become a leading authority on AI prompting, helping entrepreneurs and businesses increase profits, save time, and deliver exceptional value through actionable AI strategies. His unique ability to simplify complex AI concepts has made him a trusted resource for businesses seeking to integrate AI into their operations.
With a dedicated community of over 400,000 AI enthusiasts and entrepreneurs—comprising 330,000+ members in a private Facebook group and 80,000+ email subscribers—Jonathan’s influence is widespread. Known for his approachable style, he provides practical tools and strategies that drive immediate results, making him an influential voice in the AI space.
Jonathan’s expertise extends to over 100 podcast appearances and thousands of trained students, showcasing his ability to connect with diverse audiences. Whether through training, speaking, or consulting, Jonathan continues to empower businesses and individuals to harness the transformative power of AI for sustainable growth.
During the show we discussed:
- Mastering AI prompting boosts efficiency and streamlines operations.
- Use today’s top AI platforms for better business outcomes.
- A 4-step prompt framework covers most AI prompting needs.
- AI strategies can elevate marketing performance.
- AI drives sustainable growth and long-term profits.
- Knowing AI trends helps stay ahead of competitors.
- AI will transform industries over the next five years.
- Use AI to scale, save time, and improve results.
- Automate tasks with AI to focus on high-value work.
- Top AI tools can supercharge marketing efforts.
- Build engaged communities around AI-driven products.
- Startups should integrate AI from day one.
- Non-tech founders can adopt AI without overwhelm.
- Bust AI myths to make it accessible to everyone.
Resources:
https://whitebeardstrategies.com https://jonathanmast.com/linktree/
Carrie Kerpen is the go-to resource for women looking to transform their lifestyle businesses into life-changing assets. Known as The Exit Whisperer, Carrie has guided hundreds of women in scaling their businesses to prepare for successful exits. After scaling and selling her own agency, Likeable Media, she identified The Exit Gap—the disparities in exit values for female-led companies—and developed a methodology to help women avoid common pitfalls during the exit process.
Carrie is the founder and CEO of The Whisper Group, the #1 Exit Readiness Advisory Practice for Women-Owned Businesses, and the creator of The Whisper Collective, the only community exclusively for exited female founders. An accomplished entrepreneur, author, and podcast host, Carrie shares her expertise as the host of The Exit Whisperer, a podcast spotlighting exited female founders. A Certified Exit Planning Advisor (CEPA), she lives in Port Washington, New York, with her husband, three children, and their dog, Homer.
During the show we discussed:
- The Whisper Group stands out from other exit-readiness firms.
- Knowing why you want to exit is crucial.
- Learn how to get the exit value you deserve.
- They Got Acquired offers great industry exit data.
- Revenue and income impact your exit value.
- Your “secret sauce” can increase your worth.
- Profit drives maximum exit value.
- A sustainable business model is essential.
- Revenue is vanity; profit is sanity.
- The Whisper Group helps you decide to sell or stay.
- The Exit Gap affects female-led businesses.
- Women-owned businesses get just 0.08% of exit dollars.
- Whisper addresses women’s unique exit challenges.
- Women’s exits are rarely talked about.
- Mindset shifts are key to exit success.
- “Whisper” stands for seven traits of a sellable business.
- The “Roar Factor” strengthens your negotiating power.
Resources:
https://www.carriekerpen.com/ https://www.wearethewhispergroup.com/
Mark J. Kohler, a CPA and attorney for small business owners, is a nationally recognized tax and legal expert, best-selling author, and Senior Partner at KKOS Lawyers, where he has spent over 30 years helping small business owners with tax strategy, asset protection, and estate planning. He also serves as CFO and Board Member of Directed IRA Trust Company, ranked #391 on the Inc. 5000, and recently launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents in his proven strategies—impacting the lives of entrepreneurs nationwide.
A five-time best-selling author, Mark is best known for The Tax and Legal Playbook and co-hosts two top podcasts, The Main Street Business Podcast and The Directed IRA Podcast, with longtime partner Mat Sorensen. Their engaging, easy-to-follow content helps business owners simplify complex financial and legal topics to reduce taxes and build lasting wealth. Through his Tax & Legal 360 events, YouTube channel, and social platforms, Mark has educated and empowered thousands of Main Street entrepreneurs.
Mark has been featured on Fox News, Bloomberg, The Wall Street Journal, NBC, and Wharton Business Radio, and has taken the global stage at the World Economic Forum in Davos. Named Tax Advisor of the Year, he’s a passionate advocate for small businesses and remains committed to helping Americans thrive through smarter tax and financial strategies.
During the show we discussed:
- Changes and implications associated with the new administration.
- Major depreciation changes that affect business owners.
- The importance of understanding the 199A deduction
- IRS changes taking place as a result of recent developments.
- Discussions surrounding the potential removal of Federal income taxes.
- Notable tax reductions for businesses that should be acknowledged.
Resources:
https://markjkohler.com/
Dr. Darnyelle Jervey Harmon is the CEO of Incredible One Enterprises, LLC, a multi-million dollar coaching and consulting brand. Known for transforming the lives of her clients, she helps entrepreneurs scale their businesses to seven figures while strengthening their faith. Her expertise spans mindset, marketing, sales, systems, and scaling strategies, creating lasting financial and spiritual success.
A sought-after speaker and strategist, Darnyelle's work has been featured in Essence, Success, Black Enterprise, and O Magazines. She is a best-selling author of seven books, including Burn the Box and Market Like a R.O.C.K. Star. Her accolades include the Women Presidents Organization's Women of Color Excellence Award, Black CEO of the Year, and two honorary PhDs in entrepreneurship.
Darnyelle holds a BA from the University of Delaware, an MBA from Goldey Beacom College, and certifications in executive coaching and business strategy. With a prophetic anointing and a passion for purpose-driven business, she empowers entrepreneurs to achieve both financial freedom and spiritual alignment.
During the show we discussed:
- What a business coach does and how to stand out in the industry
- The role of mindset in business success
- How faith influences business growth
- Shifting from making money to building a legacy
- Strategies for pricing and profitability
- Helping entrepreneurs get unstuck and grow
- Achieving financial and spiritual alignment in business
Resources:
https://incredibleoneenterprises.com/
Sam Primm grew up in St. Louis, MO, in a hardworking family with an engineer father and a teacher mother. Following the traditional path, he earned his degree and secured a stable corporate job in his hometown. While the role provided financial stability, its high-pressure demands and long hours highlighted its limitations and drained his energy.
Determined to break free from the constraints of the corporate world, Sam turned to real estate as a way to build a different kind of future. The early years were filled with challenges, including failed ventures and hard-learned lessons. However, through persistence and a focus on continuous improvement, Sam developed strategies that worked. Over the next nine years, he built a real estate empire, acquiring $45 million in assets, flipping over 1,000 properties, and managing 150+ single-family rentals—all without using his own money.
Sam’s success in real estate inspired him to help others achieve similar results. He founded FasterFreedom, a platform designed to teach aspiring investors how to quit their jobs and create wealth through real estate. By sharing practical, up-to-date strategies based on his own experience, Sam equips his students with the tools and knowledge they need to succeed in today’s market. Through his work, Sam has become a trusted mentor and resource for anyone looking to break free from traditional career paths and achieve financial independence.
During the show we discussed:
- The mission of FasterFreedom and their target audience.
- Initial steps to take when getting started in real estate investing.
- How much capital is needed to begin investing in real estate.
- How to identify the best markets or neighborhoods for investment.
- Common strategies for financing real estate deals without personal funds.
- Ethical and effective ways to leverage other people’s money (OPM).
- Key differences between wholesaling, flipping, and buy-and-hold strategies.
- Strategies for scaling from a single property to a large real estate portfolio.
- Deciding when to reinvest profits versus diversifying into other investments.
- Important metrics to evaluate the potential success of a property.
- Common mistakes made by new real estate investors and how to avoid them.
- Approaches to handling setbacks like failed deals or unexpected expenses.
- Major risks in real estate investing and ways to mitigate them.
Resources:
https://www.fasterfreedom.com/
Andrew Gazdecki is a seasoned entrepreneur, 4x founder, and the CEO of Acquire.com, a platform transforming the startup acquisition process. With a passion for building businesses, he has successfully founded and exited multiple companies, including Bizness Apps, which he scaled to $10M ARR before its acquisition, and Altcoin.io. Through Acquire.com, Andrew has helped hundreds of startups get acquired, facilitating over $500 million in closed deals. His mission is to make M&A more accessible for bootstrapped founders and small startups, giving them the tools and resources to achieve successful exits.
A recognized thought leader in entrepreneurship, SaaS, and startup acquisitions, Andrew’s insights have been featured in major publications such as The New York Times, Forbes, The Wall Street Journal, TechCrunch, Inc.com, and Entrepreneur Magazine. With a social media reach of over 350,000, he actively shares expertise and lessons learned from his journey to help the next generation of founders. When he’s not simplifying acquisitions, Andrew enjoys cars, skateboarding, and surfing.
During the show we discussed:
- Steps to prepare a business for acquisition
- How Acquire.com streamlines M&A for startups
- Common founder mistakes when selling
- Maximizing startup valuation
- Preparing for due diligence
- Financing strategies for bootstrapped founders
- Using debt or equity to boost valuation
- Credit and financing impact on acquisition readiness
- Role of cash flow in exit planning
- Bootstrapping vs. raising capital
- Buying a business with limited resources
- Financing options for business buyers
- Risks vs. rewards of buying vs. starting a business
- Tips for first-time business buyers
- M&A trends affecting small businesses
Resources:
https://acquire.com/
Sabir Semerkant is an eCommerce expert, growth strategist, and entrepreneur with over 20 years of experience generating over $1 billion in revenue. Recognized and endorsed by industry leaders such as Gary Vee, Neil Patel, and Matt Higgins of Shark Tank, Sabir has been a trusted advisor to Fortune 500 companies, guided startups to scale, and helped iconic brands like Coca-Cola, Canon, Tommy Hilfiger, and Sour Patch Kids achieve rapid and sustainable growth.
In 2024, Sabir’s Rapid 2X Program propelled 29 brands across 17 industries to new heights, delivering an impressive 108% average growth in just 21 days. His track record includes scaling more than 150 brands, with notable success like Ashley Stewart, which grew from $3M to $30M under his leadership.
Sabir has developed the 8-D Method, a proven framework designed to unlock 2X-10X growth for any eCommerce business with Product-Market Fit. This method equips businesses to thrive, even in tough economic conditions, enabling them to boost sales and maximize profits in today’s competitive landscape.
During the show we discussed:
- The 8D Method Is A Growth Framework Designed To Help E-Commerce Brands Scale Effectively.
- It Can Help Businesses Double Their Sales In As Little As 12 Weeks With Strategic Focus.
- It’s Built On Eight Dimensions That Identify And Unlock Hidden Growth Opportunities.
- The Method Brings Structure And Clarity, Giving Business Owners More Control And Freedom.
- It Helps Brands Differentiate And Rise Above The Noise In Saturated Markets.
- It Addresses Conversion Drops And High Cart Abandonment With Proven Tactics.
- The System Improves Margins Even When Ad Costs Are Rising By Optimizing Operations.
- It Solves Common Challenges Like Disorganization, Plateaued Growth, And Unclear Direction.
- The “Organize” Phase Reduces Anxiety By Creating A Clear Operational Foundation.
- The “Prioritize” Phase Ensures Teams Focus On Actions That Drive The Most Growth.
- Brands Using The Method Often See Fast Results—Sometimes Within Weeks.
- Unlike Relying Solely On Ad Platforms, It Builds Long-Term, Channel-Independent Growth.
- It Helps Brands Avoid Mistakes Like Chasing Trends Or Depending On One Traffic Source.
- The Rapid 2x System Can Trigger 100%+ Sales Increases In Under 30 Days.
Resources:
https://growthbysabir.com/businesscredit
Eric Lloyd is a seasoned entrepreneur and trainer with a diverse background in various industries. Beginning his entrepreneurial journey at the age of 16, Eric made significant strides in commercial real estate by 21. His ventures have spanned landscaping, commercial cleaning, and real estate-based firms, showcasing his ability to create effective systems that drive business performance.
In addition to his professional pursuits, Eric is an experienced trainer with a demonstrated history in the financial services industry. He possesses skills in coaching, sales, entrepreneurship, and public speaking, reflecting his commitment to personal and professional development.
Beyond his career, Eric is a marathon runner, football coach, skiing enthusiast, and enjoys quality time with his horses. He is also a dedicated father to four children, balancing his professional achievements with a rich personal life.
During the show we discussed:
Executive coaching improves wealth through insights and better decisions. Avoid mistakes like poor cash flow and mixing finances with planning and tracking. Financial peace comes from setting goals and balancing finances. Good sales strategies increase revenue and build wealth. A financial scorecard tracks key metrics. Entrepreneurs often overlook saving, diversifying, and managing risk. Financial software, goal-setting, and regular reviews track progress. Reinvest profits and monitor cash flow to scale a business. Finding lost revenue boosts cash flow. Passive income comes from investments, digital products, and automation. Managing personal finances helps grow business and wealth.
Resources:
https://wealthfactory.com/
Nate Woodbury is a YouTube Producer specializing in helping business owners, coaches, and course creators generate leads, clients, and revenue through YouTube. With a portfolio of over 50 channels, he has helped several YouTube channels generate seven figures monthly from organic leads. Unlike traditional viral-focused strategies, Nate teaches a tactical, step-by-step approach that delivers a consistent flow of high-quality leads and appointments—without relying on paid ads.
As a master of efficiency, Nate is known for developing systems that minimize time and expense while maximizing results. He works with many seven-figure influencers, helping them grow their following and transform their YouTube channels into powerful lead-generation machines. His expertise lies in showing professionals how to leverage their knowledge on YouTube, positioning themselves as the go-to experts in their industry and creating long-term, scalable success.
During the show we discussed:
- Answer questions on YouTube to generate high-quality leads.
- Identify what people are searching for on YouTube to create attractive videos.
- The Leaf Strategy helps business owners grow by aligning content with audience needs.
- Organic growth on YouTube is more sustainable than paid ads.
- Keyword research attracts the right audience by matching search intent.
- Long watch time is more valuable than short-form content on YouTube.
- Keyword tags are irrelevant; focus on content, titles, and descriptions.
- YouTube’s transcription helps boost rankings by improving searchability.
- Patience is key for ranking videos on YouTube.
- Business owners should position themselves as the "hero" by offering value.
- Create engaging videos that convert viewers into clients.
- Start videos with curiosity to increase watch time.
- Talking head videos are best for YouTube engagement.
- Avoid text-heavy PowerPoints; use visuals like flip charts for better results.
- Thumbnails and titles are crucial; show the whites of your eyes in thumbnails.
- Label videos for search engines to attract new followers and engage subscribers.
- Maximize results on YouTube by focusing on efficiency.
- Use tools to streamline content creation and management.
- Measure success on YouTube through engagement, conversions, and retention.
Resources:
https://betheherostudios.com/ https://theleafstrategy.com
Anya Cheng is an accomplished and award-winning Product Head with extensive experience in leading product initiatives for top technology, eCommerce, food-delivery, and retail organizations. As the Founder and CEO of Taelor, Anya specializes in creating product vision, strategy, and roadmaps while building and managing high-performing teams. Her expertise spans product management, design, development, go-to-market strategies, and monetization processes.
As a product management and marketing guru, helped build Meta (Facebook/Instagram) Shopping and worked on eBay’s emerging business and AI, Target’s (the 2nd largest retailer in the U.S.) mobile/table eCommerce app, and McDonald’s global food delivery business. Anya is adept at managing stakeholders and responding to industry trends in fast-paced, dynamic, and ambiguous environments.
Her achievements have earned her over 20 awards, including the Girls in Tech "40 Under 40" and the Webby Award for Best App of the Year. A TEDx Talk speaker, she also teaches at Northwestern University and brings a strong background in website and app product management, growth/product marketing, and analytics.
During the show we discussed:
- Inspiration behind starting Taelor and the growth journey.
- Challenges faced while scaling and how they were overcome.
- Technology driving business growth and efficiency.
- The role of data in decision-making.
- Expanding into new markets.
- Using AI to improve customer experience.
- Key tech trends businesses should adopt.
- AI's impact on streamlining operations.
- AI's potential beyond eCommerce.
- Lessons from working with global brands.
- How Taelor stands out in fashion rental through technology.
- Leading successful teams in fast-changing environments.
- Advice for aspiring tech and business leaders.
Resources:
https://taelor.style/
Jeremy Jenson is the visionary Founder and CEO of Encore Search Partners, Houston’s largest privately-held executive search firm. A recognized expert in The Entrepreneurial Operating System (EOS), Jeremy built Encore on a foundation of seven Core Values: Excellence, Resilience, Gratitude, Professionalism, Coachable, Meticulous, and Competitive. These principles have driven the company’s success and earned it a reputation for delivering unmatched talent acquisition solutions.
Founded in 2013, Encore Search Partners employs a data-driven, industry-focused approach to professional recruiting. By combining deep industry expertise, cutting-edge data analysis, and an aggressive outbound marketing strategy, the firm specializes in connecting clients with niche professional and technical talent. Encore serves industries such as Financial Services, Wealth Management, Law, Manufacturing, Energy, Chemicals, and Technical Sales, helping organizations nationwide secure top-tier professionals.
Jeremy’s commitment to leadership extends beyond Encore. He is an active member of the Entrepreneurs’ Organization, a global network of over 17,000 entrepreneurs, and enjoys mentoring others in the art of scaling businesses. A proud father of three, Jeremy values spending quality time with his sons and friends in his free time. Under his guidance, Encore Search Partners continues to thrive as a minority-owned enterprise headquartered in Houston, Texas, serving clients across the nation.
During the show we discussed:
- We Often Make Poor Hiring Decisions, But We Can Improve.
- Using Data Helps Hire Better And Keep Employees Longer.
- Head Hunters Are Better Than HR At Finding Top Talent.
- HR Should Hire In Some Cases, But Head Hunters Are Better In Others.
- Many Important Factors Are Often Overlooked In Hiring.
- We Focus Too Much On Past Experience When Hiring.
- Job Longevity Doesn’t Always Mean Long-Term Retention With Your Company.
- Common Hiring Mistakes Often Include Ignoring Key Factors.
- Employee Pay Decisions Should Be Based On Data And Strategy.
- Your Team Should Join Co-Ops To Learn From Peers.
- Variable Compensation Helps Attract And Keep Top Talent.
- Joining Entrepreneurs' Organization (EO) Offers Networking And Growth.
- Vistage Can Help Your Team Members Grow Professionally.
- Decide If Your Company Should Operate Like A Family Or A Sports Team.
Resources:
https://encoresearch.com/
Justin Colby is the founder of The Science of Flipping Podcast and The Science of Flipping Coaching Program. After investing in real estate for over 17 years and almost 3000 deals done, Justin has created a business that generates 7 figures in active income through wholesaling and fix and flipping as well as accumulating millions of dollars of rental properties including 5 apartment buildings, 50+ single family homes, and 1 storage facility
Justin's longevity in real estate is due to his ability to look around the corners, adapt to changing markets, perfecting Raising private capital, and focusing on lead generation which allows him to not just wholesale and fix & flip, but also accumulate wealth through long term holds.
His success in real estate led him to start The Entrepreneur DNA podcast and The Science Of Flipping podcast and education company, where he has coached and mentored thousands of aspiring and active investors over the last decade.
He is a nationally recognized speaker and is on a mission to educate as many people as possible on becoming a successful dynamic real estate investor.
During the show we discussed:
- Step-By-Step Process For Flipping Properties: From Finding Deals To Closing.
- Analyzing And Choosing The Best Exit Strategy For Maximum Profitability.
- Scaling From Flipping One Deal A Month To Multiple Deals Consistently.
- Key Factors For Structuring Attractive Wholesale Deals For End Buyers.
- How To Secure Funding For Real Estate Investments.
- Time Allocation For Successful Real Estate Investing.
- Identifying Profitable Markets And Neighborhoods For Flipping.
- Essential Tools And Frameworks For Building A Sustainable Wholesaling And Flipping Business.
- Creating Predictable And Sustainable Passive Income Through Flipping.
- Effectively Using Other People’s Money (OPM) To Fund Deals.
- Strategies For Finding Motivated Buyers And Sellers With Low Marketing Costs.
- Common Mistakes New Wholesalers Make And How To Avoid Them.
- Benefits Of Joining A Coaching Program Or Training Vault To Accelerate Success In Real Estate Investing.
Resources:
https://thescienceofflipping.com/ https://flipping2wealth.com/ https://reilive.co/
Zach Leemaster is the founder & CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker that has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis.
Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach went on to build a successful wholesaling, flipping & management business working across multiple markets which led to the foundation for Rent to Retirement.
He is considered an industry expert in real estate market analytics. Zach has been published across many exceptional national platforms including: Forbes, USA Today, Fox News, NBC, CBS, Veterans' Affairs, Think Reality, and Inc. 5000. He is passionate about educating others on the numerous benefits of real estate investing, and how to use real estate as means to create the lifestyle each person desires for their family!
During the show we discussed:
- Motivation To Choose Real Estate Investing Over Other Careers
- Approach To Real Estate Investing And Key Market Factors
- Using Data To Make Real Estate Investment Decisions
- Advice For New Real Estate Investors
- Most Important Thing To Understand When Starting In Real Estate
- Best Financing Options For Real Estate Investments
- Benefits Of Building Then Renting Vs. Buying Then Renting
- Expected Cash Return On Real Estate Properties
- Benefits Of Long-Term Vs. Short-Term Rentals
- Success Story Of A Client Achieving Financial Goals Through Real Estate
- Unknown Benefits Of Real Estate Investing
- Strategies For Experienced Investors To Grow Portfolios
- Teaching Real Estate Basics And Helping People Succeed
Resources:
https://www.renttoretirement.com/
Joe McCall is a seasoned real estate investor, creative financing consultant, and expert in outsourcing and marketing. With years of hands-on experience, Joe has established himself as a trusted authority in the real estate investing space. He is the host of the Real Estate Investing Mastery Podcast, where he shares valuable insights and actionable strategies to help others succeed in the industry.
As an accomplished author, Joe has written four impactful real estate investing books that guide both beginners and seasoned investors toward achieving success. He is also a sought-after speaker, presenting at conferences and workshops nationwide, where he educates audiences on creative real estate strategies and effective marketing techniques. Joe regularly hosts webinars focusing on automation, marketing, and delegation to help investors streamline and grow their businesses.
Before embarking on his real estate journey, Joe had an engineering job, but his entrepreneurial spirit led him to transition into wholesaling, where he found his true passion.
Outside of business, Joe is a devoted family man. He enjoys quality time with his kids, whether it’s exploring the zoo, hitting the golf course with his boys, or swimming with his girls. Joe’s faith and family are his top priorities, and he strives to balance both a successful career and a fulfilling personal life.
During the show we discussed:
- Joe's Transition From Engineering to Wholesaling: What Inspired the Shift?
- Key Skills and Strategies for Success in Wholesaling
- The Process of Finding and Evaluating Wholesale Deals
- Negotiation Tactics When Wholesaling Properties
- The Importance of Marketing for Success in Wholesaling
- The Direct Link Between Offers and Earnings in Wholesaling
- Targeting the Right Market: Who to Market to for Maximum Results
- Using Postcards for Effective Wholesaling Marketing
- Choosing the Right Markets for Your Wholesale Deals
- Why Freedomsoft Is the Best Resource for Lists and Direct Mail Campaigns
- Finding Buyers for Your Wholesale Deals
- Common Pitfalls When Scaling Your Wholesaling or Flipping Business
- Streamlining the Deal-Closing Process Without Getting Overwhelmed
- The Role of Marketing in Attracting the Right Leads for Wholesaling
- Advice for Beginners: Finding Your First Wholesale Deal
Resources:
https://www.realestateinvestingmastery.com/ https://joemccall.tv https://joemccall.com/saturday
Isabelle Guarino is the Chief Operating Officer of Impact Housing Group and a leading trainer at the Residential Assisted Living Academy. With a background in Business Marketing and Communications, including experience at Walt Disney World and two Fortune 500 companies, Isabelle has become a dynamic leader in business development and operations. She has been instrumental in launching major industry initiatives such as the RAL National Convention, Recovery Housing Academy, and Pitch Masters Academy, driving success across Impact Housing Group’s companies.
A 2x Best-Selling Author of Living Legacy and host of the Young Boss Podcast, Isabelle is widely recognized for her expertise. She has been named a “Future Leader in Senior Housing”, one of the “Top Senior Housing Influencers Under 30”, and among the “Top 5 Disruptive Entrepreneurs Going Into 2023.” Featured on platforms like Bigger Pockets, The Wealthy Way Podcast, and Sales Disruptors, she is a sought-after speaker and coach for Residential Assisted Living, helping thousands of investors and entrepreneurs “Do Good & Do Well.”
Isabelle’s mission is to positively impact 10,000,000 people through Residential Assisted Living by continuing her father’s legacy. As the nation’s top coach and trainer in RAL, she shares her insights nationwide, empowering young professionals and seasoned leaders alike to succeed in business, leadership, and personal growth while creating lasting social impact.
During the show we discussed:
- Senior Housing Is A Profitable Business Due To Rising Demand And Demographic Trends.
- Choosing The Right Property And Location Is Key To Success.
- Starting Requires Significant Investment, With Various Funding Options Available.
- Prior Experience In Real Estate Or Healthcare Is Helpful But Not Required.
- Legal And Licensing Requirements Must Be Carefully Managed.
- Growing Demand Ensures Long-Term Business Opportunities.
- Smaller Homes Offer Personalized Care And Simpler Operations.
- Rising Care Costs Increase Profitability.
- Common Challenges Include Regulations, Staffing, And Marketing.
- Hiring And Retaining Quality Caregivers Is Essential.
- Strong Marketing Attracts And Keeps Residents.
- Effective Management Enables Hands-Off Operations.
- Streamlined Systems Ensure Steady Cash Flow.
- Scaling Requires Strategic Planning.
- Senior Housing Provides Financial Security And Benefits Communities.
Resources:
https://residentialassistedlivingacademy.com/
Nathan grew up in Atlanta Georgia but currently lives in Salt Lake City Utah. At 19 years old, Nathan went on a church mission for 2 years in Portland Oregon where he strived to serve others. After his mission, he went to college at BYUI where he discovered his love for entrepreneurship. In college, Nathan started doing door to door sales and soon became one of the top salesmen in the company.
He ran multiple sales teams over the years and generated thousands of accounts for the company. His senior year of college, Nathan followed one of his dreams and opened up a music venue and cereal bar in town called Skizzy's. It was a dream of Nathan's to create a place where people could come to hang out and eat a bowl of cereal.
After graduating from college, Nathan worked in door to door sales until he decided to get into real estate. With no prior experience in real estate, Nathan decided to learn by taking massive imperfect action and by failing his way forward. 5 years now, he is the co-owner of Offer On Homes, his real estate investing company, and Investor Thrive, a coaching company dedicated to helping wholesalers and real estate investors acquire more real estate the painless way!
During the show we discussed:
- Transition from door-to-door sales to real estate investing
- The "Payneless Wholesaling" method for beginners
- Overcoming challenges with limited experience in real estate
- Lead generation strategies for wholesaling
- Cost-effective marketing for securing the first deal
- The EasyFlip Done-For-You service for investors
- Common obstacles faced by new investors and coaching solutions
- Scaling wholesaling operations with efficiency and profitability
Resources:
https://investorthrive.com/ https://www.paynelessflipping.com/academy
Karwanna is the Founder of She’s Got Goals Academy, a company that empowers individuals to dominate in business. With over 20 years of experience, she is a Government Contracts Strategist, Influence Expert, and author of 10 Habits of The Highly Effective Entrepreneur. Karwanna has helped thousands transform their businesses into wealth-generating vehicles, guiding entrepreneurs to achieve their goals and build lasting legacies.
As a certified Business Coach and former TV Host on SF Commons TV, Karwanna specializes in helping small business owners unlock the power of government contracts to grow profitable, sustainable businesses. She’s been featured on platforms such as CBS, NBC, FOX, and Star Tribune Business, where she shares her expertise to help entrepreneurs gain clarity and take charge of their success.
Karwanna is also the CEO of She’s Got Goals LLC, a consulting firm dedicated to empowering women entrepreneurs. With a Master of Science in Business and a Bachelor of Arts in Communication, she provides the tools, mindset, and strategies needed for business owners to build wealth, achieve their dreams, and leave a lasting legacy.
During the show we discussed:
- Helping Small Businesses Succeed In Government Contracting.
- The Small Business Act Supports Small Business Growth.
- Sam.gov Helps Identify Government Buying Needs.
- Understanding Government Purchasing Improves Efficiency.
- A Four-Step Method Secures Contracts Faster.
- Overcoming Challenges In Government Contracting.
- Avoiding Pricing Mistakes For Better Contracts.
- Premium Pricing Wins High-Value Contracts.
- Finding And Pursuing The Right Contracts.
- Persistence Overcomes Rejection In Contracting.
- Tailoring Strategies For Industry-Specific Contracts.
Resources:
https://govconchallenge.com/creditsuite https://shesgotgoals.com/ https://karwannaspeaks.com/
Oz Konar is a passionate entrepreneur and multiple seven-figure business owner, committed to helping individuals design and build their dream businesses. With a mission to revolutionize the Alternative Lending Industry, Oz is determined to impact one Business Loan Broker at a time.
Through his renowned training program, Business Lending Blueprint, Oz has created the most comprehensive success guide focused on leveraging low risk for high rewards and speed. His program is built on strong principles, providing a solid foundation that follows an ethical and consultative process, helping others become profitable in a short period.
Oz is a best-selling author of two books, an international speaker, and a coach who has mentored hundreds of business owners on small business success and marketing. Outside of his professional accomplishments, Oz is a coffee connoisseur, a bookworm, a father of two, and a proud pet owner of Tofu.
During the show we discuss:
- Inspiration Behind Revolutionizing The Alternative Lending Industry.
- Core Principles Of Business Lending Blueprint For Fast Success.
- Lead Generation System For High-Quality Clients And Scaling.
- Marketing Strategies For Financial Advisors, Local Businesses, And Lenders.
- Common Marketing Automation Mistakes And How To Avoid Them.
- Systems For Consistent, High-Quality Leads In Merchant Cash Advance.
- Key Topics In Strategy Workshops For Business Growth.
- Emerging Trends In Business Finance Lead Generation And Automation.
Resources:
https://businesslendingblueprint.com/
Jamil Damji is a nationally recognized real estate investor, entrepreneur, and educator with a passion for empowering others to create generational wealth through real estate. As the Co-founder of KeyGlee, the largest wholesale real estate operation in the United States, Jamil has helped scale the business to 118 markets and counting, making it a powerhouse in the industry.
In addition to his success with KeyGlee, Jamil is the visionary behind AstroFlipping, a thriving community of over 4,000 real estate investors from around the globe. This community has collectively generated tens of millions of dollars in profits, with Jamil providing guidance, mentorship, and a strategic framework that helps members thrive in the world of real estate wholesaling.
Jamil’s expertise and engaging personality also earned him a spot on national television as the host of A&E’s popular show, Triple Digit Flip, where he flips houses while sharing his wit and wisdom with viewers. Whether on screen or in person, Jamil's mission is clear: to teach others how to profit in real estate while maintaining integrity, ethics, and balance in their personal and professional lives.
During the show we discussed:
- Securing Discounted Properties And Selling Contracts For $10-15K Profits.
- Target Undervalued Or Distressed Properties To Maximize Returns.
- Generate Leads Through Networking, Referrals, And Cost-Effective Strategies.
- Find Quality Leads With Creative, Low-Cost Marketing Approaches.
- Master Negotiation And Due Diligence To Close Deals Effectively.
- Build A Strong Network To Access Consistent Deal Opportunities.
- Decide Between Wholesaling And Flipping Based On Property Condition And Resources.
- Accurately Estimate Repair Costs To Maximize Flip Profits.
- Use Branding, Social Media, And Networking To Stand Out In A Competitive Market.
Resources:
https://www.astroflipping.com/
Jake Clopton is a serial entrepreneur, author, and economist specializing in real estate and finance. He founded Clopton Capital in 2009 to provide efficient access to debt and equity for commercial properties. Jake also owns Clopton Insurance Services, a national commercial insurance agency, and several apartment communities in Chicagoland.
He is the author of "Commercial Real Estate Investing" and contributes regularly to publications like Benzinga and National Mortgage Professional. Jake has appeared as an expert guest on shows such as "Good Morning Chicago" and "The Viewpoint" with Dennis Quaid.
During the show we discussed:
- Founding Clopton Capital In 2009: Share The Journey And Key Milestones
- Misconceptions: Explain Common Myths About Accessing Debt And JV Equity Today
- Financing Differences: Highlight Challenges In Mid-Market Vs. Large-Scale Deals
- Securing Terms: Outline Factors To Obtain Optimal Financing For Real Estate
- Insurance Needs: Discuss Commonly Overlooked Areas For Real Estate Investors
- Profitability Strategies: Share Insights From Managing Chicago Apartment Communities
- Lending Trends: Describe Current Trends And Their Long-Term Impact On Borrowers
- Advice For New Investors: Provide Tips On Finding And Securing Financing
- Scaling Strategies: Suggest Ways To Leverage Existing Assets For Growth
- Interest Rates: Analyze The Effect Of Current Rates And Potential Future Hikes
Show resource/s:
https://cloptoncapital.com/
Tom, a 30-year-old home inspector turned real estate investor born and raised in Pickerington, Ohio. By the time he was 27 he was financially free and a millionaire through real estate investing, starting with $0 in his bank account! All because he learned a blue collar skill and took action to invest in real estate, specifically fix and flipping, wholesaling, and the BRRRR Method!
He's been in real estate for 7 years. After college, he jumped full time in his Dad's home inspection company. During that time he'd 5x revenue, systemized the business, and inspected over 5000 houses. Using that knowledge, he has renovated over 150 houses to flip OR to keep as rentals using the BRRRR method. He has wholesaled 200+ deals, have a 70-unit rental portfolio worth $15 million, and 25 STRs managed in house all alongside Andy. He was featured twice on Business Insider in 2022. Have coached over 300 students nationwide on how to invest in real estate.
He retired his mom from her teaching job of 30 years in 2022 to run his Airbnb company, sell all of their flips, and design all of their renovations!
During the show we discuss:
- Implementing Systems To Scale Family Business And Translating Them Into Real Estate Ventures.
- Deciding Between Flipping A Property Or Keeping It As A Rental Using The BRRRR Method.
- Managing Renovation Costs And Ensuring Profitability On A Flip.
- Finding Profitable Wholesale Deals And Building A Reliable Buyers List.
- Managing Cash Flow In A Fix-And-Flip Business, Especially With Time Gaps Between Purchase And Sale.
- Utilizing Financing Options Such As Traditional Loans, Hard Money, Or Private Investors For Flips And Rentals.
- Avoiding Common Mistakes Made By New Investors In Fix-And-Flip Or Wholesaling.
- Mitigating Risk In Fluctuating Markets And Ensuring Long-Term Profitability.
- Scaling A Wholesaling Operation Effectively.
Show resource/s:
https://realsidecommunity.com/
Clint Arthur is a provocative, truth-telling serial entrepreneur, best-selling author of 21 books, and a trusted marketing advisor who has impacted thousands of business owners worldwide. His acclaimed works include Celebrity Entrepreneurship, Break Through Your Upper Limits on TV, and his Pulitzer Prize-nominated masterpiece, Wisdom of the Men. With a reputation for helping entrepreneurs break through barriers and achieve extraordinary success, Clint has guided businesses of all sizes—from startups to multi-billion-dollar enterprises—by sharing his unique strategies for business growth and personal transformation.
As a sought-after consultant and coach, Clint influences over 100,000 independent business owners each year through his social media platforms, live events, coaching programs, and his Million-Dollar Business Accelerator mastermind. His clients range from entrepreneurs running businesses valued at $1 million to those leading companies worth $1 billion, all benefiting from his expertise in scaling, marketing, and leadership.
Clint is also a prominent speaker who has shared the stage with some of the world’s most influential figures, including Martha Stewart, Dr. Oz, Suzanne Somers, Caitlyn Jenner, Ice-T, and five U.S. Presidents. He has spoken at prestigious venues such as Harvard, Oxford, NASDAQ, and the Royal Society of Medicine, as well as corporate giants like Coca-Cola, Microsoft, and AT&T. Clint splits his time between New York City, Los Angeles, and Acapulco, where he lives with his wife, Ali, and their beloved "Billion Peso Puppy," Nova.
During the show we discuss:
- "Celebrity Entrepreneurship" Builds Influence, Authority, And Trust.
- 5 And ½ Steps To Becoming A Celebrity Entrepreneur.
- Leverage Celebrity Branding Without Being Famous.
- VIP Speaking Builds Authority And Credibility.
- Position Yourself As An Expert Strategically.
- Share Stories In Influential Spaces.
- TV Appearances Boost Credibility And Reach.
- Start On Local TV, Then Go National.
- Get Featured With Local Celebrities.
- Master The Art Of Storytelling.
- Best-Selling Books Build Credibility.
- Winning Awards Elevates Your Status.
- Media Exposure Drives Business Success.
- Focus On Quality Over Quantity In Media.
- Celebrity Status Speeds Up Business Growth.
- Use Local Media To Build Momentum.
- Success Stories Prove The Impact.
- Authenticity Builds Stronger Connections.
Show resource/s:
https://clintarthur.tv/ https://guaranteedcelebrity.com/
Herman Dolce, Jr., known as the "Haitian CEO," is a dynamic entrepreneur with over a decade of experience in the credit industry. As the founder and CEO of Bella Sloan Enterprises, Herman built a successful business that specializes in credit repair and business credit solutions. Since its founding in 2017, the company has helped hundreds of clients—ranging from individuals seeking to restore their credit to small and medium-sized businesses looking to secure capital for growth. Under Herman's leadership, Bella Sloan Enterprises has become a trusted name, known for its effective, customer-focused approach to financial empowerment.
With a strong background in business development and a commitment to helping others achieve financial independence, Herman has worked with over 600 businesses across diverse sectors, including credit repair, trucking, and more. His mission is to provide practical, holistic solutions that help clients regain control of their financial futures. From offering tailored credit repair services to helping businesses build and improve their creditworthiness, Herman's work is driven by his passion for simplifying financial processes and delivering impactful results.
During the show we discuss:
- Inspiration Behind Pursuing Credit Consulting and Repair
- The Importance of Being Transformational Before Transactional
- The Significance of a Strong Foundation for Credit and Financing
- Strategies for Obtaining Credit With and Without a Personal Guarantee
- How Understanding Which Credit Bureau Lenders Use Can Maximize Funding Opportunities
- The Role of Relationships in Securing Maximum Funding
- Understanding Your Internal Banking Score and Its Impact on Funding Approval
- The Simplest and Most Cost-Effective Way to Access Capital
- Key Insights on Credit Optimization for Increased Funding
- Proven Strategies to Improve and Optimize Consumer Credit
Show resource/s:
https://www.bellasloanllc.com/
Dave Kerpen is a serial entrepreneur, (7 businesses, 2 exits), New York Times bestselling author of 5 books, and global keynote speaker. He is the co-founder and CEO of Apprentice, a platform connecting entrepreneurs with top college students, and is the author of several bestselling books, including Get Over Yourself, The Art of People, Likeable Social Media, and Likeable Business.
He is a popular contributor to Inc.com and a LinkedIn Influencer, and has been featured in many media outlets, including the New York Times, the TODAY show, CBS Early Show, BBC, Financial Times, and more. Additionally, Kerpen is the executive chairman of The Nursing Beat and an investor in several companies through Kerpen Ventures. He was previously the founder and chairman of Likeable Local, and was the cofounder and CEO of Likeable Media, which was sold to 10Pearls in April 2021.
Most important, Dave is a father to 3 beautiful, healthy children and husband to Carrie.
During the show we discussed:
- Why Entrepreneurs Struggle with Delegating
- 4 Emotional Distractors That Prevent Effective Delegation
- Overcoming Fear to Improve Delegation Skills
- Letting Go of Perfectionism for Better Delegation
- The Importance of Releasing Control to Achieve More
- How to Delegate Effectively While Maintaining Quality Standards
- Hiring Trustworthy People and Empowering Them with Autonomy
- Identifying What Tasks to Delegate
- The 3 Key Responsibilities of a CEO
Resources:
http://ChooseApprentice.com
Pascal Bachmann is an internationally recognized expert in personal branding, public relations (PR), and life and business strategy, with over 30 years of experience. He has built eight businesses across four different industries, generating eight-figure revenues, and has coached over 20,000 individuals through his transformative programs. Pascal’s journey is not just marked by entrepreneurial success, but also by resilience in the face of adversity. His experiences include enduring a 100-day water fast and navigating the challenges of an 8-figure bankruptcy—two pivotal moments that shaped his philosophy on personal growth, resilience, and the power of purpose-driven entrepreneurship.
As the CEO of Strategy Achievers, Pascal leads a values-driven agency that helps entrepreneurs, speakers, authors, public figures, and influencers build impactful, sustainable businesses through personal branding and PR. Under his leadership, Strategy Achievers has become a go-to agency for high-level media exposure and strategic growth, helping clients grow their influence and credibility across industries.
Pascal's expertise and entrepreneurial success have garnered widespread recognition, with his insights being featured in over 150 publications, including Yahoo Finance and The New York Finance, which named him one of the "Top Entrepreneurs to Follow." Whether speaking on stages worldwide or guiding clients to new heights, Pascal’s unique approach to business, branding, and personal transformation continues to inspire thousands to achieve greater fulfillment and success.
During the show we discuss:
- Specializing In Strategic PR And Personal Branding Is Vital For Business Success.
- Personal Branding Coaching Helps Clients Develop Authentic Brands, Differing From Traditional PR.
- Crafting A Resonant Brand Story Is Crucial For Audience Engagement And Success.
- Developing Growth Strategies Involves Comprehensive Approaches, With Market Research Playing Pivotal Role.
- Maintaining A Positive Public Image Is Critical For Businesses Today.
- Customizing Services To Meet Each Client's Unique Needs Is Fundamental.
- Common Branding Challenges Are Effectively Addressed To Facilitate Client Success.
- Addressing Often-Overlooked Elements In Branding And PR Strategies Ensures Long-Term Success.
Resources:
https://strategyachievers.com/
Jason Hartman is a successful real estate investor, entrepreneur, and educator with a proven track record in the industry. Having been involved in thousands of real estate transactions and owning properties across 11 states and 17 cities, he has created The Complete Solution for Real Estate Investors™, a comprehensive system that provides investors with education, resources, and tools to make informed decisions and build wealth.
Jason began his career at 19 while still in college, quickly becoming one of the top 1% of Realtors in the U.S. He went on to purchase and expand an Irvine, California brokerage, which was later acquired by Coldwell Banker. Today, as the CEO of Empowered Investor and Real Estate Tools, he helps investors identify and acquire income properties in the best U.S. markets, using his Area Agnostic™ approach.
Through his Creating Wealth Podcast and educational events, Jason has empowered hundreds of thousands of people worldwide, sharing insights on financial literacy, real estate investment, and personal empowerment. He is passionate about breaking the cycle of financial dependence and helping others achieve financial freedom through smart real estate strategies.
During the show we discuss:
- Several Barriers That Hold People Back From Investing In Real Estate.
- The Core Principles That Guide Your Approach To Building Wealth With Investment Properties Are Essential To Understand.The Most Important Factor To Consider When Looking To Build A Portfolio For Long-Term Wealth Is Crucial.
- Real Estate Is Often Seen As A Stable Investment, And Income Property, In Particular, Is A Powerful Tool For Achieving Financial Freedom Over The Long Term.
- Building Wealth Through Real Estate Typically Requires Patience, And Encouraging Investors To Stay Committed To Long-Term Strategies, Even When Faced With Short-Term Challenges, Is Key.
- Diversification Plays A Significant Role In A Real Estate Investment Strategy
- Cash Flow And Appreciation Are Two Key Elements In Building Wealth Through Real Estate
- Common Misconceptions About Building Wealth With Real Estate
- Real Estate Markets Fluctuate Over Time, And Investors Need Advice To Stay Focused On The Long-Term Picture, Even During Periods Of Economic Uncertainty Or Market Downturns.
- Leverage Is Often Used In Real Estate Investing To Maximize Returns
- Importance For Investors To Be Aware Of The Most Significant Factors Or Trends When Planning For Long-Term Success In Real Estate.
Resources:
https://www.jasonhartman.com www.propertytracker.com
Dennis Yu is the Chief Technology Officer of BlitzMetrics, a digital marketing company that partners with universities and professional organizations to train young adults in social media marketing. He is on a mission to create one million jobs by providing practical, hands-on training to students and professionals.
As co-author of the Amazon #1 best-selling book The Definitive Guide to TikTok Ads and a speaker in digital marketing, Dennis has helped manage over a billion dollars in Facebook ads for companies like the Golden State Warriors, Nike, and Rosetta Stone. He has been featured in publications such as The Wall Street Journal, The New York Times, LA Times, and on networks like NPR and Fox News.
Dennis is a globally recognized speaker, having delivered keynotes in 17 countries across five continents. He regularly contributes to industry-leading publications like Adweek, Social Media Examiner, and Social Fresh. His educational background includes studies in Finance and Economics at Southern Methodist University and the London School of Economics.
During the show we discuss:
- Getting Started With Social Media Ads
- Content Strategy In Social Media Advertising
- Avoiding Common Mistakes
- Understanding 'Conversion Engine'
- Exploring The 'Dollar A Day' Method
- Steps For Beginners To Generate Leads
- Overcoming Challenges In Conversion
- Lessons From Social Media Advertising
Show resource/s:
https://blitzmetrics.com/
Lizzie Pierce is a Toronto-based business owner, content creator, and passionate advocate for young creatives. Lizzie took a leap of faith, leaving her full-time job at a production company to build her own entrepreneurial empire. Alongside fellow YouTuber Chris Hau, Lizzie co-founded Know Hau Media Operations Inc., a successful creative agency that has partnered with global brands like Corona, Toyota, Mercedes-Benz, Meridian Credit Union, and The Scotland Tourism Board.
With a background as a Producer/Director in the corporate world, combined with her expertise in photography and cinematography, Lizzie launched her own company, Aluna Media. Through Aluna Media, she began producing educational content on YouTube, from short films to photography and video tutorials. Lizzie also shares fun vlogs and Q&A sessions, showcasing her authentic sense of humor and engaging personality.
Lizzie's mission is to inspire and empower young creators, particularly women, to pursue their own creative businesses. She offers practical tips, guidance, and motivation to help her audience start their own projects and take control of their futures. Her YouTube channel has garnered over 300,000 followers, and she has formed partnerships with industry-leading brands such as Adobe, Google, and Travel Alberta.
Through her work, Lizzie wants to show that creative careers can be fulfilling, fun, and financially rewarding. Her goal is for young women to look at her journey and think, "If she can do it, I can do it too.”
During the show we discuss:
- Transitioning from Full-Time Production to Running Your Own Creative Business
- Overcoming Imposter Syndrome and Building Confidence
- First Steps for Turning a Side Hustle into a Full-Time Creative Business
- Systems/Tools for Organizing, Tracking Expenses, and Managing Projects
- Attracting and Working with High-Profile Clients (e.g., Toyota, Mercedes Benz, Google)
- Building Efficient Systems for Editing and Client Communication
- Importance of Mentorship in Growing Your Creative Business
- Creating a Social Media Strategy to Convert Followers into Paying Clients
Show resource/s:
https://www.lizziepeirce.com/meet-lizzie
After four years of trial and error with various strategies to break into real estate investing, Matt Porcaro discovered a little-known government-backed renovation loan that allowed him to purchase and renovate a duplex with only a small out-of-pocket investment.
Using this strategy, he turned a modest $9,500 down payment into $130,000 in liquid equity and $2,000 a month in passive cash flow—all in just eight months. After repeatedly being asked by friends and family how he did it, Matt decided to create a community focused on leveraging this loan and developed a strategy he named The 203k Way™.
Since then, he’s helped hundreds of aspiring investors acquire their first or next cash-flowing, high-equity investment property with only a 3.5% down payment, all by utilizing this unique loan product.
But it doesn’t stop there.
The first 203k deal not only helps his students achieve immediate equity and cash flow but also serves as a springboard to even more opportunities, helping them launch successful real estate investing careers—just like it did for Matt.
During the show we discuss:
- 203k Loan as a Game Changer for New Real Estate Investors
- Perception of the 203k Loan Being "Hard to Do" and How to Streamline the Process
- Items Required for a 203k Loan
- Turning a $9,500 Down Payment into $130,000 in Equity and $2,000 in Passive Cash Flow Using the 203k Loan
- Details of 203k Loan Limits, Rates, Qualifications, and Property Eligibility
- Steps to Create Significant Equity with a Small Down Payment
- Finding Deals Perfect for the 203k Strategy and Ideal Property Types
- Building a Team of 203k Professionals to Navigate the Loan Process
- Launching a Real Estate Investing Career with Your First 203k Deal
- Advice for First-Time Real Estate Investors Using the 203k Loan
Show resource/s:
https://www.the203kway.com/home
Spencer Howard is a renowned expert in credit card loyalty programs and travel rewards, committed to helping individuals experience the luxury of travel. As the founder of Straight To The Points (STTP), he has built a premier resource for demystifying credit card points, enabling members to enjoy business-class travel for both business and leisure.
Spencer launched STTP in 2017. Since then, he has provided complimentary and premium content through his Award Alert newsletters, which now boast over 21,000 members. STTP is the go-to source for the latest information on everything from First and Business Class flight alerts to effective tutorials on booking and securing flights with credit card points.
With nearly a decade of experience in travel writing, Spencer has contributed to esteemed outlets such as Upgraded Points, One Mile At A Time, God Save The Points, and The Points Guy. He thrived as editor-in-chief at 10xtravel.com for four years, leading a team to produce high-quality content and breaking news in the travel industry. Spencer has also appeared on numerous podcasts, including We Travel There with Lee Hufman, Beyond The Lens, Award Travel 101, and Miles to Go. He has been featured in prominent media outlets such as Forbes Advisor, CNBC, Travel and Leisure Asia, The Washington Post, Bloomberg, and Business Insider, and he served as a guest speaker at The Annual Chicago Seminars—a key event in the points and miles community.
Spencer believes that everyone deserves to fly business class at least once in their lifetime, and he is dedicated to making that dream a reality for as many people as possible. Since 2017, he has traveled for three months each year, visiting over 60 countries. Residing in Washington, D.C., Spencer shares his love for travel with his family and recently embraced the joys of fatherhood.
During the show we discuss:
- The Motivation Behind Launching Straight To The Points And The Beginning Of Your Journey With Credit Card Loyalty Programs.
- How Everyday Individuals Can Access Luxurious Travel Experiences, And The Belief That Seeing The World Isn’t Just For Rich People.
- The Role Of A Well-Planned Business Credit Card Strategy In Fast-Tracking Luxury Travel For Business Owners.
- How Business Owners Can Leverage Credit Card Points To Create A Cycle Of Luxury Travel On Repeat.
- Three Strategic Approaches That Business Owners Can Use To Maximize Their Credit Card Points For Travel.
- How CEOs And Business Owners Can Approach Their Credit Card Strategies With A Mindset Similar To Playing Chess Rather Than Checkers.
- Common Myths About Credit Card Points, Particularly Regarding Airline Loyalty Programs.
- Misunderstandings About Credit Card Points, Especially When Comparing Cashback Rewards Versus Airline Loyalty Programs.
- How Personal Travel Experiences (Visiting Over 60 Countries) Have Shaped Your Insights And Advice On Credit Card Rewards.
Show resource/s:
https://straighttothepoints.co/
Chawanne Burns is a dedicated wife, mother, engineer, motivational speaker, and business owner. Born and raised on the South Side of Chicago, her life took a pivotal turn when she moved to Des Moines, Iowa, at the age of 12. This transition opened her eyes to a broader world of possibilities, and she began to envision a future beyond her previous surroundings. A trip to Detroit ignited her entrepreneurial spirit, setting her on a path of success and empowerment.
As a first-generation college graduate, Chawanne has launched three thriving businesses: The Posh Interior, Chase & Cannon Enterprises, and Chawanne Burns International. Her passion for helping others succeed has led her to build a successful business coaching YouTube channel with over 11,000 subscribers. Through her platform, she equips aspiring entrepreneurs with the knowledge, tools, and resources needed to overcome challenges, offering startup education, financial management training, and affirmations for success.
Balancing her professional endeavors, Chawanne remains a devoted wife and mother of two beautiful children, continuing to inspire, motivate, and uplift others on their entrepreneurial journeys.
During the show we discuss:
- Importance Of Personal Branding
- Steps To Develop Your Personal Brand
- Role Of Storytelling In Personal Branding And How To Leverage Your Personal Experiences To Connect With Your Audience
- Defining And Communicating A Personal Brand That Reflects Your Core Values And Resonates With Your Audience
- Aligning Your Personal Brand With Your Business To Create A Cohesive And Trustworthy Identity
- Choosing The Most Effective Social Media Platforms For Your Brand’s Target Audience And Goals
- Strategies For Creating Consistent And Engaging Content To Build A Strong Social Media Presence
- Continuously Engaging With Your Audience To Maintain Relevance As Your Brand Grows
- Adapting Your Brand In Response To Market Shifts, Customer Demands, And Technological Advancements
Show resource/s:
https://www.chawanneburns.com/
Alan is the CEO and Founder of NUFICO, a leading credit repair company specializing in Powerful Aggressive Credit Repair and Tactical Credit File Re-building. With extensive experience in consumer sales, the automotive industry, and real estate, Alan is deeply connected to Southern California's real estate market. His surgical knowledge of credit analysis and the FICO scoring system, particularly in addressing the most neglected files, makes Alan and his team one of the most sought-after credit repair services in SoCal. His dedication to maximizing value for clients ensures that each transaction surpasses their expectations.
Since founding NUFICO in 2014, Alan has transformed the credit profiles of over 2,700 clients, helping them restore their credit to above-average scores. His meticulous attention to detail and unwavering work ethic are hallmarks of his success in the field.
Alan holds a Cal-BRE real estate license in California, where he focuses on building strong client-lender relationships. He is fluent in both English and Spanish.
Beyond his professional endeavors, Alan is passionate about art, design, classic auto restoration, music production, fishing, cooking, and supporting the 49ers. He enjoys spending quality time with friends and family.
During the show we discuss:
- Most Common Factors That Affect A Person's Credit Score.
- Credit Utilization Ratio Plays A Role In Determining Credit Scores.
- Impact Of Late Payments On A Credit Score.
- Duration That Negative Items Typically Remain On A Credit Report.
- Steps To Improve A Credit Score Quickly.
- Ways Individuals Can Effectively Dispute Errors On Their Credit Reports.
- Tradelines And Their Importance For Credit Building.
- Benefits Of Establishing A Strong Credit History In The Long Run.
- Ways A Consumer Can Find Out Their Credit Score And Credit Report For Free.
- Types Of Resources Or Support That Can Help Someone Looking To Improve Their Credit Profile.
Show resource/s:
https://nufico.com/
Julian Kheel is the CEO and founder of Tripsight, Inc., an innovative company dedicated to enhancing the travel experience through tools that simplify the use of frequent flyer rewards. Recently, Tripsight launched Points Path, the first browser extension that seamlessly integrates flight prices in miles into Google Flights search results, empowering travelers to make informed decisions on when to best utilize their travel rewards.
With over 15 years of professional experience studying credit cards and travel loyalty programs, Julian has served as CNN’s senior editor covering travel and credit cards, and as the editorial director for The Points Guy. His expertise has also led him to consult for some of the largest airlines in the industry, further solidifying his reputation as a leading authority in the field.
Julian first learned the intricacies of credit card rewards and travel loyalty programs while flying more than 200,000 miles a year as a TV producer and director for World Wrestling Entertainment.
As a respected analyst, Julian has shared his insights on national television segments for CNN, Bloomberg News, CNBC’s “Squawk Box,” Yahoo Finance, and Cheddar TV. He has also been featured on ABC and CBS Radio, and his expertise has been cited in major publications including The Washington Post, The Wall Street Journal, and the Chicago Tribune. With his extensive experience and commitment to helping others navigate the world of travel, Julian Kheel is poised to make a lasting impact in the travel loyalty landscape.
During the show we discuss:
- Most Overlooked Credit Cards And Incentives And Rewards That We Often Overlook?
- Choosing The Best Cards That Work For You, By Using This Reverse Engineering Technique
- The Need To Know About Flexible Points
- Choosing A Credit Card With Flexible Points Versus A Company Specific Card Like American Airlines
- Maximizing Your The Benefits Of Every Card You Get
- Points Path And How It Helps You Maximize The Rewards Potential Of Every Card
- Best “No-Brainer” Cards You Must Have In Your Wallet
- Getting Cards That Has Extra Protections Like Travel Insurance
- Hidden Perks You Didn’t Even Now Exist That Are A Game Changer In Your Business
- The Steps To Find The One Perfect Card For You And Your Business
Show resource/s:
https://pointspath.com/
Brian Decker, a serial entrepreneur, began his mortgage career in 2004 after earning a Business Finance degree from Biola University. By 2011, he was among the Top 10 Loan Officers in the nation and later led loan officer teams at two publicly traded firms. In 2019, he founded Modern Lending, his own mortgage bank.
Brian's dedication to ethical lending earned him recognition as one of the Top 10 Influential Mortgage Professionals in the U.S. He also co-founded SOAR Energy, an AI-driven energy efficiency company, with Tarek El Moussa and Shelby Elias.
In the cryptocurrency space, Brian has educated over 50,000 learners, helping many significantly grow their wealth; his personal crypto account skyrocketed from $500,000 to $7 million in 18 months.
As an investor, he owns a diverse portfolio, including apartments, AirBnBs, and a partnership with Ryan Pineda at Zapotal Discovery Beach Club. Today, Brian aims to inspire others to build generational wealth through his podcast, masterclasses, and speaking engagements, embodying the entrepreneurial spirit.
During the show we discuss:
- Key Qualities To Look For When Building A High-Performing Team In The Mortgage Industry
- Strategies To Foster A Culture Of Collaboration And Innovation Within Teams
- Role Of Strategic Partnerships In Business Success And Methods For Identifying Potential Partners
- Example Of A Specific Partnership That Significantly Impacted Growth And Lessons Learned From It
- Most Effective Strategies For Generating Leads In The Mortgage Market
- Explanation Of The Culture Index And How To Use It To Hire Top Talent
- Evolution Of Lead Generation Approach With Changes In Technology And Consumer Behavior
- Innovative Outside Revenue Generation Strategies That Have Been Effective
- Systems And Processes Implemented To Ensure Efficiency And Scalability In Businesses
- Use Of Ai In Content Marketing Efforts And Observed Results
- Examples Of Successful Content Marketing Campaigns Utilizing Ai
- Advice For Aspiring Entrepreneurs Looking To Build Successful Ventures
Show Resource/s:
https://www.thebriandecker.com/ https://modernloans.com/
Pam Didner is a seasoned B2B Consultant, Speaker, Fractional CMO, Author, and Podcaster. Her extensive knowledge covers various areas such as strategic planning, account-based marketing, demand generation, and sales enablement.
She thrives on diving deep into the trenches with her clients. As a regular fractional CMO with 20 years of corporate experience spanning finance, accounting, manufacturing, operations, and marketing, she knows how corporations work.
As an accomplished business author, Pam has also written five business books: The Modern AI Marketer in the GPT Era, The Modern Marketer: Guide to Gen AI Prompts, The Modern AI Marketer, Effective Sales Enablement, Global Content Marketing.
Pam has also launched her popular podcast B2B Marketing and More, which serves as a hub for industry insights and interviews in the B2B space.
During the show we discuss:
- Importance Of Connecting Sales And Marketing Teams And Effective Methods To Achieve This.
- Key Strategies To Align Sales And Marketing For Improved Results.
- Major Barriers To Growth When Sales And Marketing Teams Are Misaligned.
- Approaches For Companies To Overcome Challenges That Hinder Marketing And Sales Efforts.
- Challenges Companies Encounter When Attempting To Restart Stalled Revenue Growth And Solutions To Overcome Them.
- Initial Steps Companies Should Take To Revive Stagnant Sales And Marketing Efforts.
- Impact Of Short-Term Marketing Fixes On Long-Term Business Growth.
- Benefits Of A Well-Developed Customer Profile In Enhancing Marketing Effectiveness.
- Role Of Performance Metrics (KPI) In Evaluating The Success Of Marketing Strategies.
- Essential Elements Of An Effective Marketing Strategy In The Current Digital Landscape.
- Solutions For Companies Facing Limited Tools Or Resources In Tracking And Measuring Marketing Success.
Show resource/s:
https://pamdidner.com/
Vikram Deol’s story is one of overcoming obstacles and achieving remarkable success. Growing up, he faced doubts about his potential. But his unwavering belief in himself and his entrepreneurial spirit propelled him forward. Early on, he showcased his ability to think outside the box and find creative solutions. These experiences laid the foundation for his future mastery of sales.
At just 17, Vikram's sales career launched with a bang. His impressive performance quickly established him as a rising star in the industry. Over the years, he continued to excel, leading high-performing teams and venturing into various businesses. This journey wasn't without challenges – financial setbacks, personal struggles, and health scares tested his resilience. However, he remained focused on his goals, proving that anyone can achieve great things with hard work and dedication.
Today, Vikram leverages his expertise to help real estate agents break free from frustration and stagnant sales. His proven TRIS Method (Trust, Rapport, Influence, Sales) empowers agents to build strong relationships with prospects and convert them into loyal clients.
Vikram's program goes beyond expensive lead generation tactics. It focuses on developing essential sales skills and creating efficient processes that maximize productivity and results. By implementing his strategies and systems, agents can achieve consistent sales growth, work smarter, and finally break through plateaus.If you're ready to overcome challenges, develop essential skills, and achieve consistent success, Vikram's expertise can make a significant difference.
During the show we discuss:
- The Tris (Trust, Rapport, Influence, Sales) Method: Explanation Of The Tris Approach Comparison With Conventional Client Relationship Methods
- Importance Of Adapting Sales Language, Tone, And Pace In Modern Real Estate: Reasons For Necessary Adaptation Impact On Client Interactions And Success Rates
- Factors Contributing To Declining Trust In Real Estate Agents And Salespeople: Identification Of Key Factors Effects On Traditional Sales Methods
- Integration Of Psychology And Behavioral Science In Real Estate Sales: Potential Applications Benefits Of Incorporating These Disciplines
- Effective Strategies For Modern Real Estate Sales: Techniques For Handling Objections Methods For Converting Prospects Into Loyal Clients
- The Growing Importance Of Authenticity And Transparency In Real Estate Careers: Reasons Behind This Trend Impact On Long-Term Success And Client Relationships
Show resource/s:
https://www.vikramdeol.com/
Jay Abraham - The $50 Billion Dollar Man & Highest Paid Marketing Consultant: a proven business leader and top executive coach in the United States.
As Founder and CEO of The Abraham Group, Jay has spent his entire career solving complex problems and fixing underperforming businesses. He has significantly increased the bottom lines of over 10,000 clients in more than 1,000 industries, and over 7,200 sub industries, worldwide. He has dealt with virtually every type of business scenario and issue. He has studied, and solved, almost every type of business question, challenge, and opportunity.
He has an uncanny ability to identify hidden assets, overlooked opportunities, underperforming activities, and undervalued possibilities that others miss. This has earned him the respect of business leaders globally.
He teaches clients that there are often many more effective and profitable strategies beyond the single approach their industry typically uses. He helps them adapt successful concepts from other industries to gain a competitive edge.
He is renowned as a leading expert in areas like preeminence, exponential business growth, performance enhancement, risk reduction, and maximizing business assets. He has been featured extensively in major publications.
With his depth of experience, strategic thinking, and strong communication skills, he is considered one of the world's foremost experts in revenue model generation, business model generation, strategic restructuring, and marketing.
He has helped raise the performance of countless businesses, even in adverse environments, by finding creative, preemptive solutions to complex problems. He is dedicated to advancing businesses, careers, and personal wealth.
During the show we discuss:
- Strategies That Can Be Used To Maximize The Value Of A Company's Existing Buyer Base
- Effective Identification And Plug Revenue Leaks In Their Operations
- Geometric Growth Principles That Can Be Applied To Achieve Exponential Growth In Revenue And Profits
- Most Common Hidden Assets That Mid-Sized Businesses Often Overlook
- Setting Up Company To Become A Dominant Force In Its Market And What Are The Benefits Of This Position
- Most Accessible Sources Of Untapped Profits That Businesses Can Exploit
- Strategic Thinking Techniques Can Businesses Use To Drive Growth And Success
Show resource/s:
https://www.abraham.com/coaching-consulting/
Brad Sugars is a trailblazer in the business coaching industry and one of the most influential entrepreneurs of our time. With over 30 years of experience, Brad is not just the CEO of multiple companies but also the owner of the multi-million dollar franchise ActionCOACH®. He’s dedicated his career to helping entrepreneurs and business owners learn the essential strategies needed to create profitable enterprises that operate independently. Brad’s philosophy centers on the idea that success in business isn’t about working harder; it’s about working smarter through well-defined systems and action plans.
Brad’s journey is a testament to the power of continuous learning and resilience. From saving his allowance as a teenager to attend a Jim Rohn seminar, to becoming a globally recognized business coach, Brad’s story is one of passion, determination, and an unwavering commitment to helping others achieve success. He’s written bestselling books, delivered inspiring keynotes, and coached thousands of business owners to not only survive the challenges of entrepreneurship but to thrive and enjoy the freedom it can bring. As a devoted husband and father of five, Brad emphasizes the importance of building a business that allows you to spend time on what truly matters, proving that a well-run business is one that works without you.
During the show we discuss:
- Meaning Of Building A Business That Operates Independently.
- Initial Steps In Transitioning From Hands-On Operator To Strategic Owner.
- Identifying Tasks To Automate Or Delegate Effectively.
- Key Systems And Processes Essential For Creating A Self-Sustaining Business.
- Leadership's Role In Fostering A Business Without Daily Oversight.
- Preparing And Empowering The Team To Take On Greater Responsibility.
- Maintaining Quality Control And Customer Satisfaction When Not Involved In Daily Activities.
- Strategies To Ensure Continued Growth In A Self-Sustaining Business.
- Best Ways To Train The Team To Handle Critical Decisions Independently.
- Monitoring And Evaluating The Business Remotely.
Show resource/s:
https://bradsugars.com/ https://www.actioncoach.com/
Jeff Heggie is an author, entrepreneur, and success coach dedicated to helping individuals achieve their most ambitious dreams. With over two decades of experience as an entrepreneur and a background in banking, Jeff specializes in optimizing performance for both business leaders and athletes. His approach begins with cultivating the right mindset, believing that success in any field starts with breaking through mental barriers. Through his coaching programs, including The Confident Athlete Program, Jeff guides clients to reach their full potential by addressing both mental and physical aspects of performance.
Originally from Southern Alberta and now residing in Arizona with his wife Tamara, Jeff's personal life is deeply rooted in family and sports. His diverse athletic background, which includes experience as a professional rodeo cowboy and over twenty years of coaching basketball, brings a unique perspective to his work. This blend of professional expertise and personal passion allows Jeff to connect with and inspire a wide range of clients, from aspiring entrepreneurs to dedicated athletes, helping them overcome obstacles and achieve their biggest goals.
During the show we discuss:
- Distinguishing Factors Between A High Achieving Entrepreneur And A Regular Entrepreneur.
- The Definition Of An "Optimal Performing Entrepreneur."
- The Definition Of "True Success" According To This Entrepreneurial Philosophy.
- Relationship Between Success In Business And Success In Other Areas Of Life.
- Five Key Areas An Optimal Performing Entrepreneur Should Focus On Besides Business.
- Importance Of Balancing Business Success With Success In Other Life Areas.
- Relationship Between Maintaining Good Health And Fitness And Entrepreneurial Performance.
- Contribution Of Focusing On Family Life To Business Success.
- Importance Of Family Life In Entrepreneurial Success.
- Role Of Personal Development In Becoming A Successful Entrepreneur.
- Methods For Entrepreneurs To Develop A "Powerful, Success Mindset."
- Dangers Of Focusing Solely On Business Success.
Show Resource/s:
https://www.jeffheggie.com/
Tom Wheelwright is a renowned CPA and a tax and wealth expert who has dedicated his career to helping individuals and businesses achieve financial independence. As the founder of WealthAbility®, TFW Advisors, PLA Software, and the Wheelwright Manahan Family Office, Tom has built a network of businesses focused on providing education, tax preparation, and tools that empower people to break free from financial reliance on employers, Wall Street, and the government. He is also the trusted CPA for Robert Kiyosaki, the author of Rich Dad Poor Dad, and an international speaker who has shared his insights with over 100,000 entrepreneurs and investors across six continents.
Tom is the bestselling author of Tax-Free Wealth and The Win-Win Wealth Strategy, books that have transformed the way people think about taxes and wealth building. His approach centers on using the tax code strategically to create and preserve wealth, making the complex world of taxes both understandable and advantageous. In addition to his writing, Tom hosts "The WealthAbility® Show," a popular podcast where he shares his expert insights on tax and wealth strategies, solidifying his reputation as a leading voice in the financial world.
During the show we discuss:
- What Motivated Tom Wheelwright to Write The Win-Win Wealth Strategy
- How Tom Wheelwright Defines a "Win-Win" Investment, And Why It is Crucial for Both Investors and Society
- The Most Overlooked Government Incentives That Investors Should Be Aware Of
- How Investors Can Navigate The Complexities Of Regulations Associated With Tax Incentives
- The Key Factors That Determines Whether An Investment Will Be Eligible For Government Incentives
- How the Timing Of An Investment Influences Its Eligibility For Tax Incentives
- The Most Common Misconceptions About Tax Incentives
- What Investors Should Consider When Deciding Between Different Types Of Incentive-Eligible Investments
- The Risks Of Relying On Government Incentives, And How They Can Be Mitigated
- The Red Flags Investors Should Watch For When Evaluating Incentive-Based Investment Opportunities
- The StepsInvestors Should Take To Identify And Utilize Government Incentives Available To Them
- The Role Financial Advisors Play In Helping Clients Navigate Incentive-Based Investments
- How To Stay Updated On Tax Law Changes That Could Affect Your Strategies
- How Business Owners Can Leverage Tax Incentives To Scale Their Companies While Contributing To Economic Growth
Show Resource/s:
https://tfwadvisors.us https://tomwheelwright.com/ https://tomwheelwright.com/#podcast https://tomwheelwright.com/#books
John Lee Dumas, famously known as JLD, is the electrifying host of "Entrepreneurs On Fire," a podcast that has ignited the entrepreneurial journeys of millions since 2012. With over 3,000 interviews under his belt, JLD has featured icons like Tony Robbins, Seth Godin, and Tim Ferriss, offering listeners unparalleled insights into the world of entrepreneurship.
JLD's journey is as dynamic as his podcast. From serving as an Army Officer to navigating careers in real estate and corporate finance, his diverse experiences have shaped his unique approach to success. This eclectic background fuels his passion for empowering entrepreneurs, making him a beacon of inspiration.
Beyond podcasting, JLD is a best-selling author with his book "The Common Path to Uncommon Success," where he shares the blueprint for achieving financial freedom and personal fulfillment. Through his engaging storytelling and actionable advice, JLD continues to set the entrepreneurial world ablaze, one episode at a time.
During the show we discuss:
- What Inspired John Lee to Start His Own Podcast
- The Roles Podcasting Play in Your Overall Marketing Strategy
- The Common Challenges and Mistakes New Podcasters Face and Make, and How to Overcome and Avoid Them
- How to Decide on Your Podcast's Niche or Theme, and How Do You Decide on Selecting Guests
- The Equipment and Software John Recommends for Those Wanting to Start Their Own Podcast
- John's Tips for Interviewing Guests
- How to Prepare for Each Podcast Episode
- The Best Strategies on How to Engage with Your Audience
- How Often Should You Release Episodes
- What Metrics to Use to Measure Your Podcast's Success
- The Key Elements of a Successful Podcast Episode
- How to Monetize Your Podcast
- How to Secure Sponsorships
- How to Promote Your Podcast to Reach a Larger Audience
- The Benefits of Guest Appearances on Other Podcasts
- How to Balance Podcasting with Other Business Responsibilities
Show resource/s: https://www.eofire.com/
Garrett Sutton is a corporate attorney and asset protection expert who has sold over a million books guiding entrepreneurs and investors. Some of his best-selling books include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For over 30 years, he has run a practice assisting clients in protecting their assets through his companies Corporate Direct and Sutton Law Center, which currently help over 14,000 clients maintain their entities. Garrett is also a Rich Dad Advisor for Robert Kiyosaki and is the President of Sunn Stream, a streaming platform focused on kids' financial education.
Ted Sutton is Garrett's son and a licensed attorney. He has a B.S. in Mining Engineering from the University of Utah but decided to attend law school after realizing he was more interested in legal matters. Ted graduated from the University of Wyoming College of Law in 2022 and is licensed in Wyoming and Nevada. At law school, he served as the Student Director of the Business Entrepreneurship Practicum where he helped clients form and maintain LLCs. Ted now works at Corporate Direct focused on ensuring clients comply with the new Corporate Transparency Act.
In addition to his legal work, Ted is also involved in financial education for kids. He is the author of the free ebook "Five Tricks To Teach Your Kids About Money'' available on the Sunn Stream website, the streaming platform his father founded focused on kids' financial literacy and professional development.
During the show we discuss:
- What Asset Protection is and Why It is Important
- How Asset Protection Differs from Wealth Management
- The Common Strategies Individuals Can Use to Protect Their Assets
- How Trusts Work in Asset Protection, and the Most Effective Types of Trusts
- What Role Insurance Plays in Asset Protection, and the Types of Insurance That Are Essential for a Comprehensive Asset Protection Plan
- How Business Owners Can Protect Their Personal Assets from Business Liabilities
- How You Can Protect Assets Intended to be Passed on to Heirs, and The Risks of Not Having a Solid Estate Plan in Place
- How You Can Prepare Your Asset Protection Plan for Unexpected Events like Natural Disasters, Medical Expenses, or Sudden Economic Downturns
- The Unique Challenges of Digital Asset Protection, and How Can Individuals Protect Their Digital Assets
- How You Can Protect Your Assets from Potential Lawsuits
- The Common Misconceptions About Asset Protection
- How Financial Advisors and Estate Planners Can Assist in Asset Protection,
- What to Look for When Hiring an Asset Protection Attorney
- How Often Should You Review and Update Your Asset Protection Plan,
- The Triggers That Should Prompt a Re-evaluation of an Asset Protection Strategy
- What the Corporate Transparency Act is and What You Must Know
Show Resource/s: https://corporatedirect.com/ https://www.sunnstream.com/fivetricks
Kevin Bupp is a Florida-based real estate investor with an impressive track record of over $300 million in real estate transactions. He's also a top Apple podcast host and the best-selling author of "The Cashflow Investor."
With more than two decades of experience in the field, Kevin has honed in on what he believes are the top real estate investments in the current market: mobile home parks and parking lots. He shares his expertise with millions of listeners on his podcast, "Real Estate Investing for Cash Flow," guiding them on how to find and invest profitably in commercial real estate.
But Kevin's impact extends beyond just investing. He's the founder of Sunrise Capital Investors, a private equity firm that makes commercial real estate investments accessible to passive investors, helping them build legacy wealth and achieve financial freedom.
During the show we discuss:
- How Kevin Got Attracted to Mobile Home Park and Parking Lot Investments
- What Led Kevin to the Conclusion that Mobile Home Parks and Parking Lots are Top Real Estate Investments
- The Common Misconceptions About Investing in Mobile Home Parks and Parking Lots
- How Mobile Home Parks and Parking Lots Compare to Other Types of Real Estate Investments
- How to Get Started in Investing in Mobile Home Park and Parking Lot Investing
- The Challenges/Risks Unique to Mobile Home Parks and Parking Lot Investing, and How to Overcome/Mitigate Them
- The Unique Aspects and Advantages of Mobile Home Parks and Parking Lot Investing that Investors Should be Aware Of
- The Key Factors to Consider When Evaluating a Potential Mobile Home Park and Parking Lot Investment
- The Best Strategies for Improving the Operations of a Mobile Home Park and Parking Lot After Acquisition
- The Best Strategies for Increasing Revenue in Mobile Home Parks and Parking Lot Investments
- The Advice Kevin Would Give to Someone Looking to Make Their First Mobile Home Park or Parking Lot Investment
Show resource/s: https://kevinbupp.com/ investwithsunrise.com
Are you interested in getting a business loan? Just give me less than an hour of your time, and I’ll show you three vital steps you MUST take to be successful in getting a business loan.
Check Out Thinking of Getting a Business Loan? Here Are 3 Steps You Must Take to Be Successful here:
Watch and Enjoy! Ty Crandall
Key Moments in This Episode ======================== 📌 What You’ll Learn Today 📌 The 3 Cs Capital Acquisition Formula and Fundability 📌 Step #1: Your Business name and NAICS code 📌 Step #2: Your Business Entity type and EIN 📌 Step #3: Your Business Address, Business Phone Number, Licensing, and Website and Email 📌 Loans and Lending and Lenders 📌 Peer to Peer (P2P) Lending 📌 Amazon Bank of America, PayPal, and Square 📌 Commercial Real Estate Financing Auto Financing, and Equipment Financing 📌 SBA 7(a) Loans and SBA Microloans 📌 Other Microloans and Alternative SBA Loans 📌 Bridge Loans via Our Credit Line Hybrid and Blanket Real Estate Loans 📌 Second and Third Position Revenue Lending Loans and Term Loans 📌 Vendor and Retail Credit 📌 Fleet Credit and Bank Credit Cards 📌 Recap
What to Watch Next ======================== Learn All About Business Credit 👉 • Why People Think Business Credit Won’...
Resources ======================== Get my book, Business Credit Decoded, here: 👉 https://www.amazon.com/Business-Credi...
Follow my Amazon Author page, here: 👉 https://www.amazon.com/~/e/B092RT434G
Get your FREE training here: 👉 • Welcome to Credit Suite's YouTube Cha...
Business Financing Made Easy: Business Loans: 👉 https://www.creditsuite.com/business-... Business Credit: 👉 https://www.creditsuite.com/business-...
Learn more about Ty Crandall ======================== Website: 👉 http://tycrandall.com Twitter: 👉 / tycrandall Facebook: 👉 / ty.crandall ======================== Please be sure to like and subscribe!
👉 Grab our FREE guide on 27 Ways to Get CASH for Your Business here… https://www.creditsuite.com/youtube-27
👍 Thank you for watching our video- PLEASE Share and Like it! We like to read and engage with comments, so please leave a comment below.
❤️ Get tips and tactics to get business credit and financing to start and grow on our social channels: Podcast https://www.creditsuite.com/podcast/ Instagram / creditsuite Twitter / creditsuite1 Facebook / creditsuite LinkedIn / credit-suite
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Andrew Imbesi is the CEO and founder of BogeGroup LLC. Andrew went from a broke DoorDash driver with less than $1,000 to his name to now making $1.2M a month through his income and investments. By providing access to 0% interest business credit ranging from $50k-$150k+ in less than 30 days, Andrew is empowering individuals to seize opportunities across various industries.
His mission to help others learn about and utilize 0% interest funding to enhance their lives demonstrates a commitment to maximizing profit while also contributing positively to the lives of others. Andrew's story serves as a testament to the power of determination, resourcefulness, and strategic financial management.
During the show we discuss:
- Andrew Imbesi’s Humble Beginning as a DoorDash Driver with Less Than $1,000 to His Name to Making $1.2M a Month
- What Inspired Andrew to Transition from Being a DoorDash Driver to Becoming the CEO and Founder of BogeGroup LLC
- The Biggest Challenges Andrew Faced with Starting His Business with Less than $1,000 Before Discovering 0% Interest Funding.
- What Sets BogeGroup LLC Apart from Other Financial Services Providers Offering Similar sServices, and What Unique Value It Brings to Andrew’s Clients
- The Concept of Accessing 0% Interest Business Credit, and How It Has Been Instrumental to Andrew’s Success
- The Biggest Challenges Entrepreneurs Face When Seeking Funding, and How 0% Interest Funding Addresses Those Challenges
- The Steps Involved in Obtaining 0% Interest Funding, and How Individuals Can Leverage It to Fund Opportunities in Various Industries
- How BogeGroup assesses the Creditworthiness of Individuals Seeking Access to 0% Interest Business Credit, and What Factors They Consider
- The Common Misconceptions / Skepticisms People Have About Accessing 0% Interest Business Credit, and How BogeGroup Addresses Them
- The Key Factors Individuals Should Consider Before Pursuing 0% Interest Funding for Their Businesses or Ventures
- The Top Advice Andrew Gives to Someone Who is Just Starting to Explore the Idea of Leveraging 0% Interest Funding for Their Business Endeavors.
Show resource/s:
https://www.instagram.com/andrewimbesi bogegroupmedia.com/chase-new-program-150000/?sl=tycrandall
Jeramiah Solven is a dynamic high-performance coach, engaging public speaker, and founder of the executive coaching company Conquer Academy. Jeramiah has an incredible background of grit and discipline, having run hundreds of miles across the Colorado Rockies, competed in mixed martial arts cage fights, and served as an Army Ranger Officer and Light Infantry Company Commander.
While still on active military duty, Jeramiah began building his leadership coaching business from the ground up, leveraging his experience training troops to develop a methodology for helping high-potential individuals defeat their excuses and achieve maximum success. In 2019, he pivoted to entrepreneurship full-time and has since coached hundreds of people to become leaders and high performers in their personal and professional lives.
Beyond private coaching, Jeramiah now shares his expertise on an international scale through platforms like Entrepreneur.com, Forbes.com, TEDx talks, and corporate training. His areas of speciality include the tools for high-performance leadership, developing mental toughness, becoming an influential leader, building discipline and consistency, mission-planning for success, and using physical fitness to test your grit. I'm excited to pick Jeramiah's brain today on what it takes to operate at peak performance.
During the show we discuss:
- The Biggest Challenges Jeramiah Faced When He Transitioned from the Military to Building a Seven-Figure Leadership Coaching Business
- How to Get Rid of Bad Habits and Replace Them with Good Habits
- The 3 Tools You Can Use to Make Better Becisions
- How the Principles of Mission-Planning in the Military Can Be Applied to Personal and Professional Success
- The Fundamental Tools and Habits That High-Performance Leaders Must Develop
- How You Can Start Building Leadership Skills Early in Your Career
- The Qualities That Make a Leader Someone That Others Want to Follow
- How Someone New to a Leadership Role Can Quickly Gain the Trust and Respect of Their Team
- How to Adapt Your Leadership Style to Different Situations and Individuals
- The Common Leadership Styles and Their Benefits
- How You Should Use Visualization Techniques to Help You Achieve Your Goals
- The Powerful Visualization Exercises That Jeramiah Recommend
- How Physical Fitness Contributes to Overall Leadership Capabilities and Mental Toughness
Show resource/s: https://store.conqueracademy.com/ https://www.linkedin.com/in/jeramiah-solven/ https://www.instagram.com/jeramiahsolven/
Mark Kohler is an acclaimed tax and legal expert who is dedicated to helping entrepreneurs and small business owners achieve financial success. As the Founding and Senior Partner at KKOS Lawyers, Kohler specializes in tax, legal, wealth, estate planning, and asset protection services. He is celebrated for his commitment to nurturing the American Dream of his clients by expertly guiding them through complex legal, regulatory, and financial laws.
In addition to his law firm, Kohler serves as the Chief Financial Officer and sits on the Board of Directors for the Directed IRA Trust Company. He co-hosts two popular podcasts, "The Main Street Business Podcast" and "The Directed IRA Podcast," where he discusses legal and tax strategies, asset protection, retirement, investing, and wealth building in an engaging way. Kohler is also the author of multiple books aimed at empowering business owners.
Through his work, speaking engagements, training programs and online presence, Mark Kohler has become a renowned influencer in the finance and business world. His mission is to provide comprehensive knowledge and practical guidance to small business owners on structuring their businesses, assets, investments, and estates to maximize growth and legally build wealth. Kohler is truly dedicated to empowering the main street business owner to achieve their American Dream.
During the show we discuss:
- How Understanding Tax Laws Can Benefit a Business Owner
- The 5 Best Tax Tips You’ve Never Heard Of
- The Common Misconceptions Business Owners Have About Taxes
- The Role Tax Planning Plays in a Business’ Overall Financial Strategy
- Key Tax Planning Strategies Business Owners Should Implement at the Start of the Year
- How Business Owners Can Optimize Their Expenses to Maximize Tax Benefits
- The Most Overlooked Tax Deductions for Business Owners
- How the Choice of Business Structure Affects Tax Planning
- The Tax Planning Considerations for a Business That is Thinking About Structure Change
- The Recent Tax Law Changes that Business Owners Should be Aware of
- How Changes in Tax Laws Affect Small Business Owners, and What They Should Do to Stay Compliant
- When Should Business Owners Consider Hiring a Tax Professional
- Mark’s Recommended Resources for Business Owners to Stay Informed About Tax Strategies and Changes in Tax Law
Show resource/s:
https://www.linkedin.com/in/markjkohler https://markjkohler.com/
Justin Buonomo is the President and CEO of Journey to Financial Freedom, whose 'Financial Foundations' program has rapidly become one of the most successful financial coaching programs in the United States.
Originally from Rochester, New York, Justin is an accomplished academic and former All-American lacrosse player who holds a Master's in Healthcare Management from Stevenson University. His expertise spans finance, economics, accounting and healthcare management from his leadership roles at Johns Hopkins Medicine and as an adjunct professor.
Justin is on a mission to improve financial literacy through personalized one-on-one coaching. His 6-week 'Financial Foundations' program provides customized budgeting solutions to help families and businesses master their finances. He aims to expand the program's impact through group coaching and courses.
During the show we discuss:
- What Motivated Justin to Start Journey to Financial Freedom
- How Justin’s Own Mindset or Approach to Money Management Evolved Over Time, and the Lessons He Has Learned Along the Way
- The Key Principles or Strategies for Individuals Looking to Improve Their Financial Literacy and Take Control of Their Finances
- The Common Misconceptions About Achieving Financial Freedom
- How Important It is for Individuals to Set Financial Goals, and Tips to Setting Achievable Goals
- The Role that Your Mindset Plays in Achieving Financial Freedom, and How Individuals Can Cultivate a Positive Financial Mindset
- The Common Obstacles or Challenges People Face on Their Journey to Financial Freedom, and How They Can Overcome Them
- How Individuals Can Effectively Manage and Reduce Debt, Especially in Today's Economic Climate
- Practical Tips for Creating and Sticking to a Budget
- How to Navigate the Balance Between Enjoying Life Now and Saving for the Future
- The Best Practices for Building and Maintaining an Emergency Fund
- Passive Income Streams that People Can Explore
- Beginner-Friendly Investment Options Justin Recommends
- Key Principles or Factors to Consider When Building an Investment Portfolio
- What JFF’s FIRE (Financial Independence, Retire Early) Movement Is, and How Can Individuals Pursue It
- How to Stay Motivated and Disciplined on Your Financial Journey, Especially During Challenging Times
- How to Stay Informed About Changes in the Financial Landscape and Adapt Their Strategies Accordingly
- Justin’s Advice to Individuals Who are Just Starting Their Journey to Financial Freedom
Show resource/s:
journeytofinancialfreedom.co https://www.linkedin.com/in/justin-buonomo-a4bb56185/ https://www.facebook.com/justin.buonomo/ https://www.youtube.com/channel/UCKM4gmtD9jWqACUF5zfCqmw https://www.instagram.com/justin_buonomo/
Ron Koenigsberg is the founder and owner of American Investment Properties, Inc., a New York-based commercial real estate brokerage firm and recipient of the 2017 Long Island Business News Commercial Broker of the Year. Ron holds a bachelor’s degree in Accounting from American University and a master’s degree in Real Estate Development from New York University.
He was honored to be recognized in 2015 as a CCIM (Certified Commercial Investment Member) by the CCIM Institute, an elite designation held by only six percent of commercial real estate practitioners.
Ron's expertise spans the financial intricacies and creative nuances of the real estate industry. From managing multimillion-dollar budgets to heading real estate acquisition departments, Ron's career is a testament to his unwavering commitment to excellence.
During the show we discuss:
- The Primary Benefits of Investing in Commercial Real Estate, as Opposed to Other Asset Classes
- The State of Commercial Real Estate Post-COVID
- The Best Asset Classes for Commercial Real Estate
- Why Sales Skills are Essential to Thrive in Business
- The 9 Skills That Will Help You Crush It in Sales and Business
- Why Active Listening is So Important and How to Do It the Right Way
- Why Matching and Mirroring is So Important
- Oprah’s Best Advice You Should Take to Heart
- How 55% of Communication is Body Language, 38% is Tonality, and Only 7% is Message
- Why Resilience is Important to Sales and Business
- Why Having a Positive Attitude is Essential to Sales Success
- What Causes Arguments and How to Have Everyone Win
Show resource/s: https://aipcommercialrealestate.com/ https://www.ronkoenigsberg.com/ https://www.linkedin.com/in/ronkoenigsberg/ https://www.amazon.com/Power-Broker-Succeed-Life-Business
Kelvin McNeil is a highly experienced real estate professional and entrepreneur with over 5 years of expertise in helping individuals, groups, and organizations achieve financial health and become homeowners or successful business owners. As the founder of GreenScale LLC and a licensed mortgage loan originator, Kelvin offers comprehensive guidance on mortgages, first-time home buying, business credit, and credit repair.
With a strong online presence, including over 48,000 social media followers and 130,000 YouTube subscribers, Kelvin is passionate about empowering others to make informed financial decisions and unlock their full potential to better living.
During the show we discuss:
- What Inspired Kelvin to Start GreenScale LLC and the Primary Services It Offers Related to Mortgages, Credit, and Business Advising
- The Impact Building Business credit Have on Entrepreneurs and Small Business Owners, and What Steps They Can Take to Establish Business Credit
- The Common Challenges / Mistakes Individuals Face When Trying to Improve Their Credit Scores, and How to Resolve / Avoid Them
- The Strategies Individuals Can Use to Maintain a Healthy Credit Score Once It's Been Improved
- The Advantages of Using Credit Builder Cards, and How They Compare to Traditional Credit Cards
- The Potential Drawbacks or Risks Associated with Using Credit Builder Cards or Loans, and How to Mitigate These Risks
- How Credit Builder Programs Addresses the Needs of Individuals Who May Have Limited Financial Resources or Credit History
- How GSC Accommodates Businesses with Varying Credit Scores, Including Those with Less-Than-Perfect Credit
- The Options Available to Businesses that May Not Meet Traditional Lending Criteria, Such as Those with Lower Credit Scores or Shorter Time in Business
- What sets Green Scale Credit Apart from DIY Approaches or Other Credit Services Companies
Show resource/s: https://greenscalecredit.com/
Paul Alex is the founder of ATMTogether. Back in 2016, Paul embarked on a side hustle journey with ATMs, seeking passive income opportunities while working as a detective. Fast forward to 2020, he transitioned into helping entrepreneurs nationwide establish their own ATM businesses, leveraging his expertise in digital marketing. Remarkably, Paul has empowered over 1100 entrepreneurs along the way. His platform, ATMTogether.com, has achieved remarkable success, generating over $4.5 million in revenue within just 18 months.
Today, Paul oversees a multi-million-dollar digital business and leads the largest ATM Business Facebook group, boasting a community of over 34,000 members.
During the show we discuss:
- Paul’s Journey from Working as a Detective to Becoming a Successful Entrepreneur in the ATM Industry
- What Inspired Alex to Enter the ATM Business, and What Drew Him to This Industry
- Things to Look Out for When Launching Your Own ATM Business
- The Support Team You’ll Need When Running an ATM Business
- Why ATMs are the Perfect Residual Income Business
- The Best Advice on How to be Super Successful When Launching an ATM Business
- How to Get Your ATM Investment Back in 90 Days or Less
- The 5 Best Tips to Quickly Launch a Successful ATM Business
- How to Make Thousands of Dollars Annually on Each ATM You Own
- The Potential Risks or Challenges that Aspiring ATM Entrepreneurs Should be Aware of Before Starting Their Businesses
- The Key Steps Involved in Setting Up an ATM Business, from Obtaining Equipment to Finding Locations
- How Aspiring ATM Entrepreneurs Can Secure Financing to Start Their ATM Businesses
- How to Make Money Helping Entrepreneurs Pay $0 on Merchant Processing Fees Using the Cash Discount Program
- How to Combine Both Strategies Setting up ATMs and Promoting $0 Merchant Fees to Create a Highly Lucrative Company
Show resource/s:
https://www.atmtogether.com/ https://www.instagram.com/paulalex www.officialpaulalex.com/freebook
George Csahiouni is a finance expert and a successful sales leader who drives revenue through building and maintaining client relationships. He is currently the CEO of Swoop Business Solutions, a company that provides customized payment solutions, technology financing, and business coaching to small and medium-sized businesses.
George brings over 23 years of experience in sales to the fintech industry, with a specialized focus on payment processing. As a sales expert and chief revenue lead, he has been instrumental in driving sales and revenue growth for ISOs and various businesses. Based in Chicago, George's core skill set combines deep business acumen with the expertise to coach and build highly effective leadership teams that consistently exceed quotas.
During the show we discuss:
- How George Started Offering Financing for Business Owners
- How to Accelerate Your Sales Using Outside Financing
- How to Easily Offer Financing for Your Customers to Sell More
- How to Tap Into One of the Most Flexible Ways to Finance Your Most Expensive Purchases
- How to Get Financing Terms of 48 on Your Biggest Purchases
- How to Get Financing to Get Software and Buy Point-of-Sales Systems
- How to Let Your Clients Pay Over 4 Years but Get Your Money the Same Week
- Why Swoop Gets Nearly 90% Approvals and How You Can Be One
- Why Swoop LOVES Fintech Companies and How They Sell Way More
- How to Get Financing for You and Your Clients with FICOs as Low as 550
- How to Get Approved Through “Common Sense” Lending
- How You Can Get a Credit Line to Buy the Things You Want to Buy but Struggle to Afford
Show resource/s:
www.linkedin.com/in/george-c-43277758 https://swoopbusinesssolutions.com/ 877-707-9667, info@swoopfinancing.com
Unlock the secrets of Business Credit Card approvals with Ty Crandall! 🌟 Join us as we dive deep into understanding the key factors that influence approval decisions. Don't miss this invaluable session!
#BusinessCredit #CreditCardApprovals
Stop the cycle of funding denials with expert insights from Ty Crandall! 🚫💳 Join us for a game-changing EP: How to STOP Getting Denied Funding. 💼💡 Discover the strategies to overcome common pitfalls and secure the funding you need for your business. Tune in for invaluable tips – don't miss out! 📉💰
📢 Attention all entrepreneurs! 🚀 Discover the secrets to successfully scaling and expanding your business at our exclusive online training! Join us!
Are you looking to get the right NAICS code for your business?
Just give me less than an hour of your time, and I’ll show you how to choose the best NAICS code and make it easier for lenders and credit providers to say ‘yes’ when you want business funding and credit.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ======================== What You’ll Learn Today ✅ High Risk NAICS Codes and Why Risk Matters ✅ How High-Risk NAICS Codes Affect Two Different Kinds of Industries ✅ Why Using a Different NAICS Code Might Be the Way to Go ✅ Which Agencies Use NAICS Codes – And Why They Should Matter to You ✅ Recap
What to Watch Next ======================== Learn All About Business Credit 👉 • Why People Think Business Credit Won’...
Resources ======================== Learn more about Credit Suite at 👉 www.CreditSuite.com
Discover 27 ways you can get funding for your business at: 👉 www.CreditSuite.com/27ways
Learn how you can build your business credit at: 👉 https://crdt.st/udFBj
Make sure to follow us on social media at: 👉 Facebook.com/CreditSuite 👉 Instagram.com/CreditSuite 👉 Linkedin.com/company/credit-suite 👉 Twitter.com/CreditSuite1
👍 Please be sure to like and subscribe!
Are you looking to do get vehicle financing for your business? Just give me less than an hour of your time, and I’ll show you 4 keys to getting vehicle financing.
Check Out 4 Keys to Getting the Fleet and Vehicle Financing That Works Best for Your Business Model … Even in a Market Where It’s Difficult to Find New and Used Cars … here:
Watch and Enjoy! Ty Crandall
Key Moments in This Episode ======================== 📌 What You’ll Learn Today 📌 The Perfect Business Credit Portfolio: Vehicle Financing 📌 Vehicle Financing: Terms and Qualifying 📌 Key #4: SBA 504 Loans 📌 Key #3: 401(k) Financing 📌 Key #2: Credit Line Hybrid 📌 Key #1: Using Business Credit for Vehicle Financing 📌 Ford Commercial Vehicle Financing Through Credit Suite 📌 Ally Car Financing Through Credit Suite 📌 Recap
What to Watch Next ======================== Learn All About Business Credit 👉 • Why People Think Business Credit Won’...
Resources ======================== Get my book, Business Credit Decoded, here: 👉 https://www.amazon.com/Business-Credi...
Follow my Amazon Author page, here: 👉 https://www.amazon.com/~/e/B092RT434G Get your FREE training here: • Welcome to Credit Suite's YouTube Cha...
Business Financing Made Easy: Business Loans: 👉 https://www.creditsuite.com/business-... Business Credit:👉 https://www.creditsuite.com/business-...
Learn more about Ty Crandall ======================== Website: 👉 http://tycrandall.com Twitter: 👉 / tycrandall Facebook: 👉 / ty.crandall ======================== 👍 Please be sure to like and subscribe!
Let's find the perfect name for your business! In this episode, we're going to show you our best tips and tricks to finding the perfect name that vendors and lenders will love!
#startup #entrepreneur #businessname #fundability
Are you looking for how to get business credit tradelines the right way? There’s a wrong way – so give us less than an hour of your time, and we’ll show you how to get business credit tradelines the RIGHT way. And along the way, learn all about what starter vendors can do for you. Spoiler Alert: It’s a LOT more than just building business credit.
Check Out The Right Way to Get Business Credit Tradelines … And The Wrong Way …here:
Watch and Enjoy! Ty Crandall
Key Moments in This Episode ======================== 📌 What You’ll Learn Today 📌 Business Tradelines (Trade or Vendor Credit) 📌 Working with Starter Vendor Credit 📌 Uline 📌 Marathon 📌 Grainger Industrial Supply 📌 Business Tradelines: Some Misconceptions 📌 Beyond Business Credit – What Starter Vendors Can Do for Your Business 📌 Business Tradelines: The Dark Side 📌 Buying Business Trade Lines 📌 What is Piggybacking a Trade Line? 📌 How do Piggybacking Companies Work? 📌 What Agencies Like the Federal Reserve Say About Piggybacking Tradelines 📌 How Using Unethical Methods to Build Business Credit Will Catch Up to You 📌 Personal Credit is Different 📌 Recap
What to Watch Next ======================== Learn All About Business Credit 👉 • Why People Think Business Credit Won’...
Resources ======================== Get my book, Business Credit Decoded, here: 👉 https://www.amazon.com/Business-Credi...
Follow my Amazon Author page, here: 👉 https://www.amazon.com/~/e/B092RT434G Get your FREE training here: • Welcome to Credit Suite's YouTube Cha...
Business Financing Made Easy: Business Loans: 👉 https://www.creditsuite.com/business-... Business Credit:👉 https://www.creditsuite.com/business-...
Learn more about Ty Crandall ======================== Website: 👉 http://tycrandall.com Twitter: 👉 / tycrandall Facebook: 👉 / ty.crandall ======================== 👍 Please be sure to like and subscribe!
Are you looking to fund your side hustle? Just give me less than an hour of your time, and I’ll show you how to find a fast business loan to help your business grow.
For your next business loan, go to: 👉 https://www.creditsuite.com/business-...
Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💰 Funding a Side Hustle Is Hard 💰 What Are Your Options? 💰 How to Get Them 👉 Recap
What to Watch Next 📺 ======================== 2022 Guide to Building Business Credit: • How to Build Business Credit in 2022
Resources 📚 ======================== Website: https://CreditSuite.com 💵 27 Ways to Fund Your Business: https://utm.io/ud4Om 💳 Business Credit Building Guide: https://crdt.st/udFBj
Follow us on your Favorite Platform: https://CreditSuite.com/Follow
#businessloans #businesscredit #askty
Can Social Media have an impact on you getting a business loan? It can in MULTIPLE ways and we're going to show you how to maximize your online presence to help you get the most financing available! #fundability #businessloans #getbusinessloans #smallbusiness
You business bank account may be the one of the biggest assets for your business. It's needed for merchant accounts, business loans, and even taxes. Join us as we help you find a great banking relationship to keep your business moving forward! #businesscredit #fundability #businessbanking
There is a secret formula to finding the best lender for your next business loan. The right lender can save you time, money, and massive frustration. Join us and we'll show you how to find the best business lenders! #businessloans #businessfinancing #businesslender
Believe It Or Not … Your Website and Business Email Can Be Crucial When it Comes to Getting a Business Loan.
Come join us on our live training event to discover our fundability focus on your business email and website.
During this Livestream, you’ll discover …
✅ How your business’s online presence can make a difference in fundability ✅ Why well put-together website matters to your business… ✅ … and how a professional email address can help you get business financing ✅ How your email address can show up on your LexisNexis report… ✅ … which can be a part of how lenders and vendors decide on whether to loan you money… ✅ … or extend terms to your business ✅ How inconsistencies in your business information can cause funding denials… ✅ … including what you should be on the lookout for ✅ How your online presence can help you convert more prospects into customers ✅ How your online presence can make a difference in areas of fundability… ✅ … like your industry and your business address ✅ Plus a bonus section on what your business website should have… ✅ … like speed and easy to follow navigation ✅ Credit Suite can help your business enhance its fundability in all sorts of ways
And for more information on business funding, be sure to check out 👉 https://www.creditsuite.com/business-...
WOW, that’s a lot of great info we’ll be covering in this one hour live event. ALL will be revealed in this livestream, register now… spots are limited!
👉 Grab our FREE guide on 27 Ways to Get CASH for Your Business here… https://www.creditsuite.com/youtube-27
👍 Thank you for watching our video- PLEASE Share and Like it! We like to read and engage with comments, so please leave a comment below.
❤️ Get tips and tactics to get business credit and financing to start and grow on our social channels: Podcast https://www.creditsuite.com/podcast/ Instagram / creditsuite Twitter / creditsuite1 Facebook / creditsuite LinkedIn / credit-suite
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Last year has been a whirlwind, and according to many of the top experts, this year could be worse. Are you ready? Do you have the funds you need to not survive, but actually thrive with all the economic uncertainty on the horizon? Join us and we'll show our best tools and tips for preparing for the new year! #smallbusiness #recession #funding
Are you tired of wondering if your business credit accounts are being reported correctly? Join us and learn from industry experts on how to take control of your business credit. Don't miss out on this valuable opportunity to improve your business credit score. #businesscredit #businesscreditcpach #businesscreditscore
There are so many issues with using personal credit cards for your business. It's time for you to finally separate your business and personal credit and we'll show you how in this free training! #businessloans #fundability #businesscredit
Alternative Business Loans continue to grow in popularity and for good reasons! They are easier to get, often times have great rates and fees, and can give you business the boost it needs for growth. #businessloan #businessloans #businessloansnow
Are you wondering if you will ever be able to qualify for million dollar business loans? Can you even afford millions in business loans? Just give me less than an hour of your time, and I’ll show you what you need to know about getting million dollar business loans.
For your next business loan, go to: https://www.creditsuite.com/business-...
Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💰 Where it All Starts 💰 What Not to Ignore 💰 Planning for Millions 💰 Seal the Deal 👉 Recap
What to Watch Next 📺 ======================== 2022 Guide to Building Business Credit: • How to Build Business Credit in 2022
Resources 📚 ======================== Website: https://CreditSuite.com 💵 27 Ways to Fund Your Business: https://utm.io/ud4Om 💳 Business Credit Building Guide: https://crdt.st/udFBj
Follow us on your Favorite Platform: https://CreditSuite.com/Follow
#businessloans #businesscredit #askty
Come join us to discover all you need to know about Alternative Funding for Your Business: The Pros and Cons
During this livestream, Alternative Funding for Your Business: The Pros and Cons, you’ll discover …
✅ How to get alternative funding for your business ✅ Why you might want to use alternative funding ✅ How alternative funding isn’t perfect… ✅ ...but is can work better than traditional funding in some situations ✅ What the signs of predatory lenders ✅ How to avoid predatory lenders ✅ How alternative lenders like Accion, Streetshares, Fundbox, and Kiva can help you meet your funding goals even if you don’t have a great credit score ✅ Why the Credit Line Hybrid is a great option for flexible, alternative business funding ✅ How to get the Credit Line Hybrid... ✅ ...and how it can help your business grow and thrive
WOW, that’s a lot of great info we’ll be covering in this one hour live event. ALL will be revealed on this livestream Alternative Funding for Your Business: The Pros and Cons, register now… spots are limited!
👉 Grab our FREE guide on getting FUNDING and BUSINESS CREDIT to grow… https://www.creditsuite.com/youtube-b...
👍 Thank you for watching our video- PLEASE Share and Like it! We like to read and engage with comments, so please leave a comment below. ❤️
Get tips and tactics to get business credit and financing to start and grow on our social channels: Podcast https://www.creditsuite.com/podcast/ Instagram / creditsuite Twitter / creditsuite1 Facebook / creditsuite LinkedIn / credit-suite
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Get ready to hear the cha-ching of FREE cash coming your way! We've rounded up some incredible grant opportunities that will put you ahead in business and make a serious dent in covering those financial needs. Don't miss out on these amazing grants! #grants #startup #smallbusiness #businessfunding
Come join us to discover all sorts of ways to get funding for your startup business.
During this livestream, you’ll discover …
✅ Find out how the Credit Suite Credit Line Hybrid can be the perfect solution to getting money for your startup business✅ The 3 C’s Capital Acquisition Formula ✅ How startups may not have any cash flow yet… ✅ … or (significant) time in business… ✅ … but you can still get funding with collateral or good personal credit ✅ Find out how you can use your 401(k) or IRA as collateral for business funding… ✅ … with NO tax penalties ✅ Learn how equipment leasing can save your startup business money ✅ Learn how reward-based crowdfunding can work as an option to get business financing ✅ Find out how you can offer equity crowdfunding without having to issue an IPO ✅ Learn what peer to peer lending and angel investing have to offer your startup ✅ Get to know how business grants can help your startup ✅ Find out to get a microloan from an independent lender or the SBA ✅ Learn how startup businesses can get vendor credit and start building business credit… ✅ … even with no or nearly no time in business!
References from this event: ➡️ law.cornell.edu/cfr/text/17/227.100 ➡️ grants.gov ➡️ sba.gov/loans-grants/see-what-sba-offers/sba-loan-programs/microloan-program%20
And for more information on business financing, be sure to check out ➡️ https://www.creditsuite.com/business-...
👉 Grab our FREE guide on 27 Ways to Get CASH for Your Business here… https://www.creditsuite.com/youtube-27
👍 Thank you for watching our video- PLEASE Share and Like it! We like to read and engage with comments, so please leave a comment below.
❤️ Get tips and tactics to get business credit and financing to start and grow on our social channels: Podcast https://www.creditsuite.com/podcast/ Instagram / creditsuite Twitter / creditsuite1 Facebook / creditsuite LinkedIn / credit-suite
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Check out 3 Awesome Lending options that you will be Thankful to have in your arsenal this holiday season. Join us as we show you what options are available and how you can get your hands on them! #businesscoach #businesslending #businessfinancing
Deciding on a business structure is a crucial decision when starting or restructuring a company. In this episode we will:
- The most common structures: sole proprietorships, partnerships, LLCs, corporations, S-corps, and cooperatives
- The pros and cons of each structure relating to liability, taxation, management control, and more
- Key factors to consider like liability limits, tax implications, and capital needs
- How to research options and align your structure with long-term business goals
- The importance of consulting experts like CreditSuite for guidance on picking the ideal structure
Are you looking to do build the perfect business credit portfolio? Just give me less than an hour of your time, and I’ll show you how to line up all of your ducks and create the best business credit portfolio for your business.
Check Out Building the Perfect Business Credit Portfolio here:
Watch and Enjoy! Ty Crandall
Key Moments in This Episode ======================== 📌 What You’ll Learn Today 📌 What a Business Credit Portfolio is… and Isn’t 📌 Vendor Accounts, Credit Cards, and Vehicle Financing 📌 Personal Guarantees 📌 Building a Cash Flow Buffer, Saving Money, and Making Money 📌 Getting More Credit and Creating Your Operational Credit Portfolio 📌 Protecting Yours with Business Credit 📌 Growing Business Credit… and using it to Tackle the Unexpected 📌 The Best Tools for Building Business Credit 📌 What If Your Personal Credit is Less than Stellar? 📌 Using Business Credit and Three Excellent Starter Vendors to Get You Going 📌 Recap
What to Watch Next ======================== Learn All About Business Credit 👉 • Why People Think Business Credit Won’...
Resources ======================== Get my book, Business Credit Decoded, here: 👉 https://www.amazon.com/Business-Credi...
Follow my Amazon Author page, here: 👉 https://www.amazon.com/~/e/B092RT434G Get your FREE training here: • Welcome to Credit Suite's YouTube Cha...
Business Financing Made Easy: Business Loans: 👉 https://www.creditsuite.com/business-... Business Credit: 👉 https://www.creditsuite.com/business-...
Learn more about Ty Crandall ======================== Website: 👉 http://tycrandall.com Twitter: 👉 https://twitter.com/TyCrandall Facebook: 👉 https://www.facebook.com/ty.crandall ======================== Please be sure to like and subscribe!
👉 Grab our FREE guide on getting FUNDING and BUSINESS CREDIT to grow… https://www.creditsuite.com/youtube-b...
👍 Thank you for watching our video- PLEASE Share and Like it! We like to read and engage with comments, so please leave a comment below.
❤️ Get tips and tactics to get business credit and financing to start and grow on our social channels: Podcast https://www.creditsuite.com/podcast/ Instagram https://www.instagram.com/creditsuite/ Twitter https://twitter.com/CreditSuite1 Facebook https://www.facebook.com/CreditSuite LinkedIn https://www.linkedin.com/company/cred...
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Getting started in a new business brings up a lot of questions. It can be scary. With the right coach and proper tools in your hand you can get started closing deals as a Business Loan Broker faster than you can imagine! Register for the FREE Webinar at 👉https://info.creditsuite.com/webinar-... #businessloanbroker #businessloan #entreprenuer
Business Credit Cards can be one of the most valuable tools to growing your business. Let's talk about how to access, optimize, and get the most out your business credit cards! #businesscards #businesscredit #businesscreditcards #businesscreditlines
Having business credit is great, but knowing how to use is game changing! Discover 5 Unconventional Ways you can use #businesscredit to grow your business. #buildbusinesscredit #businessgrowth #businesstips
Are you considering a crowdfunding campaign to jumpstart your small business? We'll show you all the tricks and tips, so that when it comes time for launch, nothing can stop your success! Find out if taking the plunge is right for YOUR venture. #crowdfunding #businessfunding #startup #smallbusiness
Do you know exactly how much you need to finance your business? Find out the proven formula to determine how much you really need and how to prepare for it. #businessfinancing #businesslending #businessloans
Business Credit is one of the most powerful and risk-free tools available for your #business and I want to show you how we hacked the system to quickly #buildbusinesscredit
Small business grants are a great way to fund a business. However, they are rarely enough. Here’s why small business grants should be more supplement than support, and how to find the financing you need to fully fund your business.
Check Out FREE MONEY … Or Is It Really Free?
Watch and Enjoy! Ty Crandall
Key Moments in This Episode ======================== Introduction 📌 Benefits and downside to small business grants 📌 Small business grant options 📌 Small business grant alternative 📌 Tips for applying Recap
What to Watch Next ======================== Learn All About Business Credit 👉 • Why People Think Business Credit Won’...
Resources ======================== Get my book, Business Credit Decoded, here: 👉 https://www.amazon.com/Business-Credi... Get your FREE training here: 👉 • Why People Think Business Credit Won’...
Business Financing Made Easy: Business Loans: 👉 https://www.creditsuite.com/business-... Business Credit: 👉 https://www.creditsuite.com/business-...
Learn more about Ty Crandall ======================== Website: 👉 http://tycrandall.com Twitter: 👉 https://twitter.com/TyCrandall Facebook: 👉 https://www.facebook.com/ty.crandall
👉 How FUNDABLE is your business? Find out how with our FUNDABILITY QUIZ here…https://www.creditsuite.com/youtube-f...
❤️ Get tips and tactics to get business credit and financing to start and grow on our social channels: Podcast https://www.creditsuite.com/podcast/ Instagram https://www.instagram.com/creditsuite/ Twitter https://twitter.com/CreditSuite1 Facebook https://www.facebook.com/CreditSuite LinkedIn https://www.linkedin.com/company/cred...
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Is 2022 not your year for business credit? Or wish you could have done more? Join us today and plan your 2023 business credit. #businesscredit #buildbusinesscredit #fundability
Join us for our exclusive training to outline your 2023 Blueprint for Business Financing Success! In this training, we outline everything you need to get all the funding you need for the New Year! #financingblueprint #businessloans #businesscredit #fundability
Want the secret to find your FAVORITE #businesscredit vendor? Join our Live as we show you how to find and get approved for the most valuable #net30 account for your growing #business!
For your next business loan, go to: https://www.creditsuite.com/business-loans/
Resources:
CS Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building: https://crdt.st/udFBj
Sief Khafagi is an ex-techie turned real estate investor who has helped thousands diversify into real estate after spending nearly 5 years at Facebook where he built the 2nd largest engineering organization across the world. 1000+ hires later, it hit him: a company’s most important asset is its people.
Today, he’s the founder of Techvestor, which helps real estate investors and busy professionals passively invest in the emerging asset class of short term rentals (aka Airbnbs) and build for their lifestyle. All investors get to use the properties they invest in, further creating utility AND returns. Techvestor’s advisors include folks from AirDNA, Realtor.com and Bigger Pockets.
During the show we discuss:
- What Short-Term Rental Is
- The Advantage of Short-Term Rental Over Other Real Estate Investments
- The Type of Properties That Qualify for Short-Term Rental
- How Short-Term Rentals Differ from Other Property Rentals in Terms of Regulations
- How to Choose the Right Area for Short-Term Rentals
- Where to Get Leads of Properties That You Could Invest In for Short-Term Rentals
- How to Secure Financing for the Property
- How Much Investing in Short-Term Rentals Costs
- The Usual Costs in Running a Short-Term Rental
- How to Maximize Your Short-Term Rentals to Make More Profit
- How to Make Your Short-Term Rental Standout Over Competitors
- The Best Tips in Running a Successful Short-Term Rental
- Why You Should Consider a Property Manager to Help You Run Your Rental
Resources:
https://techvestor.com/
Ryan Niddel is a CEO, Board Member and Entrepreneur. He is also the leading authority on improving revenue of companies by improving EBITDA through increased operational efficiency, lean manufacturing principles and more.
He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M.
Niddel has successfully tripled the revenue of more than 5 companies in under 2 1/2 years adding an extra $950M in valuations.
During the show we discuss:
- Why It’s Important for a Company to Grow
- The Key to Rapid Revenue Growth
- Why Simplification is So Important
- The 148 Proven Profit Processes and How They Can Affect the Growth of Your Company
- Why It’s Important to Create Internal Systems that scale?
- How to Scale Your “EBITDA”
- The Factors and Ways to Improve Your Company's Growth
- How to Improve Process Efficiency
- How to Improve Your Team
- How to Improve Your Margins
- How to Increase New Client Count by a Minimum of 10%
- How to Optimize and Automate Systems
- When to Bootstrap and When to Raise Capital
- How to Reach Exponential Growth
Show Resources:https://ryanniddel.com/
Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing.
Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner.
During the show we discuss:
- What Estate Planning is
- Why Estate Planning is Important
- What a Will is
- Why You Need a Will
- The Typical Problems That a Will Resolves And/Or Avoids
- How do I start planning and creating my will
- What a Well-Thought-Out Will Contains
- How Often Should You Revisit and Update Your Will
- The Next Steps After You’ve Created Your Will
- What Happens to Your Estate if You Pass and Don't Leave a Will
- The Other Estate Planning Documents You Should Consider Having Aside From a Will
- Why You Should Consider Having an Estate Planner
- The Qualities You Should Look For in an Estate Planner
Resources:https://www.dontleaveamess.ca/
Kevin Maney is a journalist who has been covering tech and society for 30 years, and the author of Play Bigger: How Pirates, Dreamers, and Innovators Create and Dominate Markets.
Kevin is a partner at Category Design Advisors where Kevin and his team guides leadership teams to help them define, develop and ultimately dominate a new category of business.
During the show we discuss:
- What Category Creation is
- Why Category Creation is Important in Marketing
- List of Companies that Have Successfully Created a New Category in Their Market
- The Things to Consider Before You Start Creating a New Category
- The Steps Involved in Creating a New Category in the Market
- The Usual Challenges in Launching a New Category in the Market, and How to Overcome Them
- Why Defy “Gravity” and Not Get Sucked Back into the Old Way of Doing Things
- The Best Practices in Successfully Launching a New Category in the Market
- How to Measure the Success of Your Category Creation Efforts
- How Your Business Can Protect Your New Category and Defend Against Competitors Entering Your Market
Resources:https://www.categorydesignadvisors.com/
Eddie Rodriguez, CFC, is a 30+ year successful, serial entrepreneur, and has been a Certified Franchise Consultant for over 15 years.
Eddie is the Founder/CEO of The Franchise Tailor, a franchise consulting group that helps people find their best next life via franchise ownership.
Eddie is also an esteemed member of The Forbes Coaches Council, and has helped hundreds of people find their best fit franchise to build their next best life via franchising.
During the show we discuss:
- What a Franchise is
- How a Franchise Business Works
- The Advantage of Owning a Franchise Over Having an Independently-Owned Business
- Why Should You Invest in a Franchise over Other Investment Options
- How Much Money You Need to Have to Invest in a Franchise
- Where to Get Funding for Your Franchise
- How to Determine Which Franchise is the Best Fit for You
- The Questions You Must Ask a Franchisor Before Committing
- The Things You Need to Know Before Buying a Franchise
- The Next Steps You Need to Do After Buying a Franchise
- The Typical Costs and Fees Related to Buying and Owning a Franchise
- How to Maximize Profit as a Franchisee
- Why You Should Use a Franchise Consultant to Help You Start Investing in a Franchise
- The Help a Franchise Consultant Can Offer to a Franchisee After Buying a Franchise
Resources:
https://www.thefranchisetailor.com/
Send an email to eddie@thefranchisetailor.com
Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.
Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America.
Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.
During the show we discuss:
- What a CFO Does in a Typical Business
- What a Virtual CFO Does and How They Can Help You
- What Forecasts Are and How They Can Help You Grow Faster
- How to Differentiate Between a Bookkeeper, Controller, and CFO
- When to Know When You Need a Bookkeeper, Controller, and CFO
- What a Fractional CFO Does and How to Have One for a Very Low Cost
- The Type of Services That a Virtual CFO Can Assist With
- How Much Cash You Should Have in the Bank Account at Any Time
- Why Business Owners Struggle to Get to Profitability and How to Fix It
- Why a CFO Can Function as Your Business GPS
- How a Proper Financial Forecast Can be Created and Help You Make More Profits
- The Biggest Financial Mistakes Business Owners Make and How to Avoid Them
- How Often Should You Meet with Your Fraction CFO
- Why the Demand for Fractional CFOs is Exploding
Resources:
https://www.summitcpa.net/
Paul McManus is the founder of More Clients More Fun LLC, MCMF Publishing,
Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar
Producer Show Podcast.
He has worked closely with over 500+ financial advisors, CPAs, life insurance producers,
and business advisors since 2015. He is also the author of Million Dollar Producer: The
Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn.
During the show we discuss:
- Why Write a Book to Attract Ideal Clients
- The Edge of Writing a Book Over Other Marketing Methods
- Content to Include in Your Short Book
- The Common Mistakes / Challenges in Writing a Book, and How to Avoid / Overcome Them
- The Best Practices in Writing a Book
- Factors to Consider Before Writing a Book
- What a Short Book is
- The Benefits of Writing a Short Book Over a Longer Book When It Comes to Reaching Your Target Clients
- How the Writing and Publishing Processes for a Short Book Differ from Traditional-Length Books
- Why Make Your Book Into an Audio Version
- How Much You Should Sell Your Books for
- How Much Time It Typically Takes to See Results in Writing a Book
- How to Ensure that Your Book is Discoverable by Your Target Clients
- The Steps You that You Should Take After Publishing Your Book to Continue Attracting Target Clients
- How to Use Your Book’s Content in Other Marketing Materials and Initiatives
Resources:
https://linktr.ee/paulgmcmanus
https://www.theshortbookformula.com/
Sach Jhangiani is the Co-Founder and CMO at Elevate.Money, where he provides alternative investment access to millennials via its tech-driven platform by offering fractionalized interests in commercial real estate portfolios to non-millionaires via a seamless and user-friendly digital interface. Sach had a successful 15+ year career at Credit Suisse and made it to the top of the ranks as a Managing Director. In 2016, Sach left his job and moved to the West to recalibrate. Over the next several years fell in love with digital marketing and communication and found the drive to share his knowledge from wall-street and help make the world a more level-playing field when it comes to building wealth and taking ownership of one's finances.
During the show we discuss:
- How Much Work is Involved in Making Money in Commercial Real Estate on Your Own
- What Real Estate Investment Trust (REIT) is
- How REIT works
- How to Get Started in Commercial Real Estate Investing in Only 4 Minutes
- Why REIT’s are Good Investments in This Day and Age?
- The Types of Investments You Should Consider when Investing
- The Types of REIT’s, and the Best REIT to Invest In
- The Edge of REIT over Other Alternative Investments
- The Advantages of Investing in REIT Over Owning a Rental Property
- Renowned Examples of REIT’s
- How to Invest in REIT’s
- How Much Money You Need to Start Investing in REIT’s
- How Much Money You Can Make in Investing in REIT’s
- The Things You Should Consider Before Investing in REIT’s
- How to Know if REIT’s are the Best Investment for You
- Where to Invest in REIT’s
Resources: https://www.elevate.money/
Jermane Cheathem is a minimalist entrepreneur who travels around the world full-time while using simplicity to get what we all want: financial freedom. Jermane is the Sales Director at DaoFinancial. He specializes in helping medical equipment/devices sellers win more business and loyal customers by offering finance programs to their clients.
With over 17 years of expertise in medical equipment finance, his passion is finding creative solutions for all of his clients so they can thrive in their businesses.
During the show we discuss:
- Why Equipment Financing Demand is Extremely High, and How You Can Fill that Void
- Why Nearly 80% Equipment is Financing and How You Can Benefit from That
- Why equipment dealers are hungry for a good financing relationship
- Why You Should Consider Equipment Financing as a Way to Make Money
- How to Use LinkedIn to Get Leads
- How to Build Sales Systems that Help You Convert More Sales
- How to Have Equipment Dealers Get Your Leads for You
- How to Help Customers with Good and Bad Credit Get Approved
- How to Get 80%+ Approval Rates for Equipment Financing
- The Type of Money You Can Make on Equipment Financing
- How to Make $10,000+ Per Equipment Deal
- How to Choose the Right Niche for Equipment Financing
Resources:
https://www.daofinancialsolutions.com/
https://creatorslearn.com/
https://www.linkedin.com/in/jermane-cheathem/
Mohit Tater is a serial entrepreneur, investor, and consultant. He founded BlackBook Investments and quickly became a recognized expert investor in online businesses and digital assets.
In the past 5 years, using the skills and strategies he's been optimizing, Mohit has created hundreds of thousands of dollars in cash flow and profits after making online investments in eCommerce, advertising, and affiliate as well as service-based businesses.
Mohit has extensive experience in SEO, content marketing, social media marketing, and conversion rate optimization. He has worked closely with brands such as eBay, Groupon, Microsoft, Nokia, and many more on their digital marketing strategies.
During the show we discuss:
- What Digital Assets Are
- How Digital Asset Investments Work
- Why Invest in Digital Assets Over Other Non-Traditional Investment Models
- Famous Examples of Digital Assets-Based Businesses
- The Different Types of Digital Assets You Can Invest In
- The Best Digital Assets to Invest in Right Now
- How to Invest in Digital Assets
- How Much Money You Need to Start Investing in Digital Assets
- How Much Money to Expect to Make in Digital Asset Investments
- The things You Should Consider Before Investing in Digital Assets
- Platforms to Use to Invest in Digital Assets
- What to Look For in a Digital Assets Investment Manager
Resources:
https://blackbookinvestments.com/ https://blackbookinvestments.com/investor-questionnaire/ https://flippa.com/
Thomas “Ai Nerd” Helfrik is a technology guru, business innovator, and CEO of Instantly Relevant, Inc. (instantlyrelevant.com). Using a combination of emerging AI technology and expert human insight, his company helps founders, entrepreneurs, and startups earn more traffic, tap into new revenue streams, and capture the attention of “relevant” audiences.
His data-driven approach uses customized content and social media engagement to help growing businesses reduce their time on social media while creating millions in revenue and growing accounts for customers. Thomas has a humorous and larger-than-life personality that creates unmatched customer experiences for clients.
During the show we discuss:
- What to know about Chat GPT
- How Companies Like Google Can Determine If Content is AI-written
- Why Leverage a Partner to Scale Marketing
- Is A.I. Enough for Creating Content
- 5 Things You Should Use AI For that You’re Not Thinking About
- Why You Should Stop Chasing "Perfect" in Your Content Creation
- Things Most Brands Go Wrong with Their Social Media Approach
- How Technology-Driven Marketing is Different than Traditional Marketing
- The Top Reasons Why Your Business Needs A Strategic Content Plan to Accelerate Business Growth and Amplify Your Brand
- How to Save Tons in Marketing Budget While Rapidly Increasing Content and Engagement
- How to Use AI To Bridge The Communications Gap Between Brands and Target Audiences
- The Social Media Platform With the Most Value Right Now
- How to Best Support Your Customer with Their Changing Needs
- How to Help a Founder that Needs Agility and Flexibility in What They are Doing
Show Resources:
https://www.ainerd.com/
Text 314-954-6900, and say you heard him on Ty Crandall’s show
Sarry Ibrahim is a financial consultant and health and life insurance agent who specializes in serving high net worth individuals, real estate investors, business owners, and retirees. He has extensive experience transitioning retirees from retirement plans to individual Medicare plans and has a reputation for putting his clients first.
Sarry is known for his ability to provide financial strategies that protect assets and for his expertise in identifying areas of certainty in financial projections. He has earned the trust and confidence of clients over the years and helps business owners protect their assets from various risks as a licensed advisor.
During the show we discuss:
- What Financial Asset Protection is
- The Common Financial Assets that You Want to Protect
- The Common Risks to Financial Assets, and How They Can Be Mitigated
- The Common Mistakes that People Make When It Comes to Protecting Their Financial Assets
- How to Start Creating a Financial Plan
- How to Choose the Right Investment Strategy
- The Role of Insurance in Protecting Financial Assets, and How to Choose the Right Policies
- What a Trust is, and What Its Role is in Protecting Your Financial Assets
- The Benefits and Disadvantages of Having a Trust
- How to Minimize Your Tax Liability While Protecting Your Financial Assets
- How to Minimize Debts While Protecting Your Financial Assets
- How to Take Advantage of Technology in Protecting Your Financial Assets
- How to Choose the Right Financial Advisor
Resources:
https://thinkinglikeabank.com/ https://finassetprotection.com/ https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you
Joe Ardeeser is a former digital agency owner of 12 years. He’s worked with notable brands such as Bluetooth, T-Mobile, and Scantron and built his agency from just himself to a team of 12.
After selling his agency, Joe decided to take his passion for sales and proposal writing and create Smart Pricing Table - interactive proposal software that cuts down on back and forth, incorporates upsells and helps generate proposals at lightning speed.
As a small business owner, Joe learned that so much of being successful comes down to closing quality clients quickly. Joe loves talking about all things business-related but in particular, enjoys discussing proposals, systems and operations.
During the interview we discuss:
- What a Business Proposal is, and Why You Should Write One
- What a Good Business Proposal Contains
- What You Should Avoid Including in a Business Proposal
- Why Your Business Should Invest in Your Proposal Process
- How You Can Write Better Business Proposals
- The Challenges in Writing a Business Proposal, and How to Avoid/Overcome Them
- What and How to Prepare Before You Start Writing a Proposal
- How to Maximize Engagement from Prospects After Sending Proposals
Resources:
https://www.smartpricingtable.com/
Axel started Wizest by bringing together the co-founding team around a clear vision and mission: building a solution that makes investing more approachable, collaborative and transparent. After an early career in France and Spain as an industrial engineer working mainly in the automotive industry, Axel came to the US to get his MBA from MIT. He then started his finance journey, serving as the head of strategy and transformation for two banks, leading areas like strategic and commercial planning, product development, marketing, operational efficiency, compliance, digital transformation and M&A. During this time managed an online bank, VirtualBank, and, before starting Wizest, launched another online bank, one from scratch, TotalDirectBank.
During the show we discuss:
- How to Choose the Right Investment for You
- Th Good Investments for Those That are Just Starting
- The Low-Risk Investment Types That Have Decent Returns
- The Best Investments to Take Advantage of In The Market Right Now
- The Most Promising Startup Investments to Check Right Now
- How to Start Investing
- How to Get Funding for Your Investment
- The Best Next Steps to Take After You’ve Made Your Investment
- Where to Look for The Best Financial Advice in Making Investments
- Tips/Strategies to be Successful in Investments
- The Differences Between Traditional and Modern Investments
- How to Take Advantage of Technology in Making Investments
Resources: https://www.wizest.com/
Don W. Long is a respected entrepreneur of two businesses that have generated more than $100 million in sales. Don has authored several books including his international sales book Sell or Don’t Eat. Don’s cross-disciplinary teaching style is a match for corporate training, conferences, panels, workshops. As an experienced entrepreneur and speaker, Don inspires audiences to seek radical transformation through his direct, relatable, and passionate speaking style. During the show we discuss:
- The 3P’s of Developing Your Sales System
- Why You Need to Systematize Everything
- How to Develop the Policies, Processes, and Procedures to Scale Your Company
- How to Sell When You Suck at Selling
-
How to Make a Client Experience Map that Will Keep Your Clients From Wanting to Leave
-
The 3P’s of the Hiring Process
- The Best Practices in Team Communication
- How to Develop New Leaders in Your Organization / Business
- The 3P’s of Training and the Things to Keep in Mind in Training Your Clients and Your Team
- What Personality Profile Testing is and Why It is Important in Your Business
- How to Approach Planning Itself for Every Aspect of Your Business and How to Intelligently Implement These Plans
Resources:https://www.donwlong.com/
Stephen Flood is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.
He held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives.
When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold and silver purchasing and storage.
During the show we discuss:
- Why Invest in Gold and Silver
- How Silver and Gold Investment Works
- Why Gold and Silver Over Other Metals
- The Edge of Gold and Silver Over Other Investments
- Things to Consider Before Investing in Gold and Silver
- How to Start Investing in Gold and Silver
- How Long Before You Get ROI on Gold and Silver Investments
- Metal Bars vs Coins; What’s the Difference Investment Wise and Why They Differ in Price Per Unit of Weight
- How Much a Good Startup Gold and Silver Investment Cost
- How to Buy Gold and Silver
- Where to Buy Gold and Silver
- What to Look for in Gold and Silver Dealers
- What to Do with Gold and Silver After Purchase
- Where to Store Gold and Silver After Purchase
- What to Look For in Gold and Storage Services
- How to Sell Gold and Silver and Get the Highest Return
Resources:
https://www.goldcore.com/
http://www.goldintheusa.com
Anna Hall is the founder of The Purpose Equation® LLC, and is the creator of The Purpose Equation®, an evidence-based framework that guides individuals to discover their unique Purpose. The framework she invented is the basis for programs and workshops that are designed to identify purpose, spark joy, and personal growth – at any age and in every moment.Throughout her career, she has witnessed how purpose builds resilience and improves wellness. Her mission has become helping people define and activate their purpose – in life and work.
Anna also led Continuing Care Retirement Communities (CCRC) and Skilled Nursing engagement programming for Brookdale Senior Living, the largest senior-living provider in the country.
During the show we discuss:
- The Importance of Knowing Your Life's Purpose
- How Passion and Purpose are Different
- How to Determine Your Personal Values
- The Advantages of Knowing Your Life's Purpose Over Not Knowing It
- How to Establish Your Top 5 Personal Core Values
- The Right Time to Start Seeking Your Life's Purpose
- The First Important Steps to Take in Starting to Discover Your Life's Purpose
- The Usual Obstacles that Will Hinder You in Finding Your Purpose
- How to Know if You’re on the Right Track in Seeking Your Life’s Purpose
- The Importance of Understanding Your Purpose as an Entrepreneur
- How to Use the Purpose Equation® to Improve the Quality of Your Life
- How Purpose Helps You Grow Your Business Faster and Easier
- Why You Should Help Employees Find Their Purpose
- The Advantages of Knowing Your Life's Purpose for Your Business
Resources:https://thepurposeequation.com/
https://www.linkedin.com/in/annakhall1/
Jerry Fetta helps make finances simple, true, and applicable. As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life. Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same!
During the show we discuss:
- Why Financial Literacy is the Difference Between Wealth & Poverty
- The Pillars of Wealth
- How to Use the Triangle of Wealth
- 3 Daily Habits You Should Develop to be Wealthy
- How and Where to Learn About Financial Literacy
- What Many People Do Wrong with Their Money
- How to Build Wealth Like the Top 1%
- The Good Habits That All the Wealthy Possess
- How to Make Money While Paying Off Debt & Making Debt an Investment
- Why Getting a Loan is a Good Idea to Build Your Wealth
- How to Own Real Assets
- Why Passive Income Should be Greater than Savings + Expenses + Taxes
- The Passive Income Opportunities That We Can Start Now
- The Opportunities on Alternative Investing
- Things You Need to Know About Alternative Investing
- How to Not Pay Your Taxes & Get Away With It
Show resources:
https://wealthdynamx.com/
www.jerryfetta.com/b2fpromo
Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena.
Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".
During the show we discuss:
- What a Note is
- What Note Investing is
- Why You Should Invest in Real Estate Notes
- How Note Investing Works
- How to Get Involved in Note Investing
- How to Get Started with a Note Investing Fund
- How to Fund Your Note Investing
- How Retirement Account Funds Can Be Used to Invest in Notes
- Why Invest in "Assets"
- Techniques to Analyze and Evaluate a Note
- Best Practices for Risk Management
- How to Purchase a Note and Properly Manage It During Your Ownership
- How to Invest In and Evaluate Note Funds as a Passive Investor
- Strategies in Note Investing
- How to be Successful in Note Investing
Show resources:
https://www.fredmoskowitz.com/
Jeremy Cotter is a leading investor in health technology with the YouRise fund. At Google, he won division awards and grew over a dozen high-growth tech companies, as an executive, entrepreneur, and investor. He was on the founding team & employee #1 at AllTrails. He has won international leadership awards and grants for health research.
He is a performance athlete and two-time state champion runner. He is also the co-founder of the YouRise Foundation, helping patients with ALS & dementia.
During the show we discuss:
- What Venture Capital is
- How Venture Capital Works
- The Stages of Venture Capital
- The 3 Key Attributes of Venture Capitals to Look For to Decide Which Companies to Invest In
- Why You Need to Know About the “Power Law” When Raising Money
- The Early Signs that a Company is Doing Well Versus When It Isn’t
- How Today’s Market for Investing in Startups is
- Why Invest in a Startup Business
- The Advantages of Working with Venture Capitalist Firms
- The Best Startup Business Right Now
- The Companies that Win in this Economy
Show resources:
https://www.yourise.co/
Tim Redmond is the CEO of Redmond Growth Consulting, an organization designed to help you grow your profits, grow your business and grow your life through Tim’s innovative coaching process.
With his extensive business experience, Tim and his team will bring you through a process to significantly develop your marketing, lead generation, closure rates, cash flow, leadership, decision-making, team- building skills.
He is the accountability partner who will keep you focused on your highest and best use. You and your profits will grow and your business will be a powerful venue to live your purpose.
During the show we discuss:
- Why Building a High-Performance Team is Essential
- How to Get the Best Performers to Join Your Team
- How to Set the Culture for Your Company
- How to Unleash Growth as a Leader
- Why Your Attitude is the Basis of Your Culture
- Why Staff Hero Stories Help Establish a Winning Culture
- How to Develop a Mission and Purpose that Your Team Will Rally Behind
- How to Avoid Costly Mistakes Even Smart People Make
- How to Get and Keep Quality Team Members
- How and Why to Remove Low Performers from Your Team
- The Best Qualities in Someone to Look for Before You Hire
- Why You Should Hire for Attitude and Train for Skill
- The Best Interview Questions to Ask to Attract Winning Team Members
- How to Retain Top Talent So They Want to Stay Working with You
- The Missing Ingredient that Mediocre Teams Lack and High Performance Teams Embrace
- How to Create Huge Results for You & Your Team
- How to be Effective at Getting Quick and Lasting Results with Business Owners and Their Businesses
- The Biggest Mistakes Business Owners Make that Stop Their Growth and Reduce Their Profits
Show resources:
https://redmondgrowth.com/
David Vernich is a commercial lender with more than three decades of experience in the banking industry. In 2007, he partnered with other investors to purchase real estate and began his journey to generate passive income. David now owns more than one hundred homes in Tennessee and is passionate about helping others reap the benefits of passive income in their lives.
During the show we discuss:
- What Inspired Money Scoreboard, and What Its Purpose is
- How to Get the Money You Need to Invest in Real Estate
- How to Get 100k Credit Lines to Invest in Real Estate
- How to Invest in Real Estate with Little to No Money Down
- How to Invest in Real Estate with No Prior Experience
- The Best Places to Buy Real Estate
- Short Term or Long Term Real Estate: Where You Should Invest In
- How to Invest in Real Estate and Not Do All the Work
- How to Turn 1 Real Estate Investment into 10
- Why a Home is Not an Asset, and How It Can Become One
- How You Can Continue to Save for Your Future While You Pay Your Debt Off
Show resources:https://www.moneyscoreboard.com/
https://www.linkedin.com/in/davidvernich/
https://www.amazon.com/Middle-Class-Millionaire-Making-Level-ebook/dp/B0BB1DZW2B
Celyn Brown is the Founder of ShareChange, an initiative to fund life-changing loans to underbanked people around the globe. The ShareChange app offers a convenient way to contribute bit by bit toward making a micro-loan. Celyn started working on ShareChange after completing a Masters in Social Entrepreneurship. She aspires to motivate others to share financial opportunities and to help people to spend less, in order to give more.
During the show we discuss:
- The Main Aim of Financial Inclusion
- The Factors Affecting Financial Inclusion
- The Biggest Obstacles in Achieving the Objectives of Financial Inclusion
- The Impacts of Being “Unbanked”
- How Financial Services Can Help in the Fight Against Poverty
- What Can be Done to Improve Financial Inclusion
- The Part Credit Plays in the Fight Against Poverty
- The ShareChange App
- How ShareChange Works, and How the Finding and Screening Process of Borrowers Work
- How ShareChange Ensures Its Positive Social Impact
- Other Important Financial Services in Financial Inclusion
- Examples of Innovations in Space
Show resources:
https://wesharechange.com/
Dena Patton is the owner and founder of Dena Patton Coaching and Training, and has been an elite business and mindset coach for the last 20 years. She has worked with thousands of world-changing, purpose-driven entrepreneurs to help them become a Great CEO as they build their business, revenue, impact and leadership. She helps business owners to transform 3 key areas of business from good to great: CEO leadership & mindset, Branding/Marketing/Sales Elevation, and Internal systems.
During the show we discuss:
- What a Sales System is and How to Install One in Your Business
- How to Know the Simple Steps You Should Take to Get People to Buy From You
- How to Sell Even When You Suck at Sales
- How to Get Your Mindset Right to Sell More in Your Business
- How to Master Solving and Serving to Make More Money
- How to Use Clarity Question to Get in Front of the Right Prospects
- How to Establish a Greatness Mindset
- 4 Stories of Top CEO’s Who Build Sales Systems to Massively Scale Their Companies
- Why Use a Script or a Sales Outline to Get Best Results
- Why Believing in Your Solution is the Best Way to Sell More
- Why Your Sales System Needs to be Customized for Your Company
Show resources:
https://denapatton.com/
Patrick Donohue is an entrepreneur and valuation expert who got his start with a lemonade stand at age four and buying shares of Coca-Cola at age ten. As an investor, stock analyst, and advisor to numerous entrepreneurial ventures, he offers unique insights into the dynamics of money and business.
During the show we discuss:
- Why You Should Focus on Building the Value of Your Business from the Beginning
- How to Create Substantial Value in Your Business
- The Things in Your Business That Give It the Most Value
- Why Financial Projections Matter When It Comes to Your Company’s Value
- Why Your Vision is Important to Your Company’s Value
- How to Find What’s Most Important to Increase Your Company Value
- Why Competence Directly Relates to Your Company Value
- What 3 Factors Matter Most with Your Cash Management
- What to Know About the Trifecta of Cash Management
- Why Getting Money Helps Increase the Value of Your Company
- Why Proper Capitalization of Your Business Really Matters
- What to Know About Financial Forecasting to Make Your Business Worth More
- Why to be Thoughtful About the Design of Your Business
Show resources:
https://www.breakoutvaluation.com/
Are you getting stuck building business credit? Just give me less than an hour of your time, and I’ll show you why your business credit doesn't work and how to fix those problems. For your next business loan, go to: https://www.creditsuite.com/business-loans/
During the show we discuss:
- How a Fundable™ Foundation Could Help You Get Business Credit to Finally Work for You
- Why Records Consistency Matters
- What the IRS Has to do with Business Credit
- How to Save Time, Prevent Errors, and Get Back on the Road to Building Business Credit
Resources: Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building Guide: https://crdt.st/udFBj
Jay Conner is a National speaker on the topics of private money, business automation (automating your real estate business), and foreclosures.
Known as the “Private Money Authority”, Jay raised $2,150,000 in private money in less than 90 days when the banks refused to loan him a dime.
He is also the best-selling Author of “Where To Get The Money Now”. He is a leading expert on private lending, marketing, and business development.
During the show we discuss:
- What Private Money is
- How Private Money Can Help You Get Real Estate
- Why Private Money is the Best Way to Get Money to Invest in Real Estate
- The Advantages of Using Private Money Over the Other Types of Funding
- Reasons to Consider Private Lending
- Where to Get Leads of Real Estate to Buy
Show resources:
https://www.jayconner.com/moneyguide
Are you looking for a business investor? Just give me less than an hour of your time, and I’ll show you how to find business investors that will help you get the funds you need to run and grow your business. For your next business loan, go to: https://www.creditsuite.com/business-loans/
During the show we discuss:
- Why Work With a Business Investor
- Types of Business Investors
- How to Write a Winning Pitch Deck
Resources: Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building Guide: https://crdt.st/udFBj
Simon Ree is the author of the #1 best-selling book The Tao Of Trading and the founder of taooftrading.com. He has three decades of experience in the financial markets, having previously held senior positions at Goldman Sachs and Citi. His vision is to help people live more creative, joyful and inspired lives by alleviating the burden of financial stress that ways so many people down.
His mission is to revolutionize the way finance is taught by shattering long- held myths that have been perpetuated by Wall Street.
During the show we discuss:
- The Big Myths of Wall Street
- The Things to Learn Before You Enter Trading
- Our Current Economic and Financial Market Outlook
- What to Do When the Stock Market Sucks
- The Strategy to Use to Trade the Market
- How to Find the Trading Style that Fits Your Personality
- Where to Invest Your Money When Everything is Expensive
- How to Analyze the Market
- How to Generate Consistent Cash Flow From the Stock Market
- How to Build Abundant Wealth in Any Market Condition
- How to Approach the Market
- How to Approach Risk
- The Most Powerful Tool in Finance for Building Your Wealth AND Managing Your Risk
- The Simple-to-Learn Techniques that Will Have You Trading the Markets Like a Pro
- Why the Next Five Years are Likely to Look Very Different for the Stock Market and the Economy From the Last Five
Show resources:
https://www.taooftrading.com/ty
Mark Myers is the Founder and CEO of Peak Profit Solutions.
Mark helps individuals reduce or eliminate tax without replacing their CPAs or financial investment advisors. Mark is a former Marine Corp Sergeant that brings over 20 years of successful business operation, ownership and high level consulting experience to the table for the clients and financial advisors he services.
His company Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.
During the show we discuss:
- How to Increase the Profits in Your Business
- Why Most Business Owners Pay More Than They Should in Taxes
- Examples of How to Work Within the Tax Code to Take Advantage of Opportunities
- Why You Need to Tax Action Early to Save a Lot on Taxes
- The Moves You MUST Make Before Selling Your Business to Avoid Taxes
- How to Eliminate Long-Term Capital Gains When Selling Assets that Have Risen in Value
- How to Avoid Long-Term Capital Gains on Sale of Property
- How to Reduce Long-Term Capital Gains
- How to Negate Capital Gains
- Strategies that Help W2 Wage Earners Save on Taxes
- How Long You Have to Keep a Property to Avoid Capital Gains Tax
- How to Avoid Paying Capital Gains Tax on a Rental Property
- How to Avoid Capital Gains Tax on a Second Property
- How to Roll Capital Gains into Another Property
Show resources:
https://peakprofitsolutions.com/
Are you wondering if UCC filings can affect your chances of approval for a business loan? Give me less than an hour of your time, and I’ll show you how UCC filings can affect approval chances, and what to do about it. For your next business loan, go to: https://www.creditsuite.com/business-loans/
During the show we discuss:
- What Are UCC Filings?
- Can UCC Filings Affect Business Loan Approval?
- What Can You Do About It?
Resources: Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building Guide: https://crdt.st/udFBj
Drew Richey is a director and financial advisor with the Perry Richey Group.
Drew & his Wealth Management Team are based in Bowling Green, Kentucky, and serve clients across the nation. Over the last two decades, they have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value, wealth management experience. Above all else, they believe in wisdom, discipline, humility, and transparency in the wealth management process.
They have helped hundreds of clients through a wide range of life transitions, and their mission is to shed light on the biggest challenges people face when hiring a financial advisor.
During the show we discuss:
- The Importance of Having a Financial Advisor
- When to Seek Financial Advice
- The Most Common Mistakes When Hiring a Financial Advisor
- Catalysts for Seeking a New Financial Advisor
- How to Find the Financial Advisor for Your Needs
- The Minimum Standards to Look For in a Financial Advisor
- The Best Qualities of a Financial Advisor
- Factors to Consider When Hiring a Financial Advisor
- Red Flags to Look For When Doing a Background Check on a Financial Advisor
- How to Prepare for Your First Meeting with Your Financial Advisor
- The Good Questions to Ask Your Financial Advisor
- How to Compare and Contrast Different Financial Advisors You Talk to
- What a Financial Advocate is
Show resources:
https://theperryricheygroup.bairdwealth.com/
https://theperryricheygroup.bairdwealth.com/finding-your-financial-advisor
Are you looking for the best way to manage your business cashflow? Is cashflow management even really that important? Give me less than an hour of your time, and I’ll show you just how crucial business cashflow management is, and share some tips on how to handle it more efficiently.
For your next business loan, go to: https://www.creditsuite.com/business-loans During the show we discuss:
- A New Way to Do Things
- Jump In To The Cash Pool
- Money Management Tools
Resources: Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building Guide: https://crdt.st/udFBj
Jim is an entrepreneur and investor dedicated to creating shared prosperity by unlocking economic opportunity where it’s needed most. He is the Founder and CEO of Untapped Global, a global investment company that offers profitable, data-driven opportunities for investors to finance high-growth businesses in emerging markets. Untapped Global uses a technology-backed approach that reduces risk, and increases scalability and profitability. As of August 2022, Smart Asset Financing has financed 9,000 productive assets deployed across 13 African countries, with a default rate of less than 1%.
In addition, Jim founded a social enterprise in Haiti that provides clean water to over 200,000 people in underserved regions through hundreds of local entrepreneurs. He is on multiple non-profit boards, including Watering Minds, a US public charity supporting youth in emerging markets, and MCE Social Capital, a non-profit impact investment firm.
During the show we discuss:
- How Investment Changed Over Time
- What Investment Opportunities Digitization is Creating in Emerging Markets
- How to Start Investing
- How to Get Funding for Your Chosen Investment
- The Good Business Models Recommended for Beginners
- How to Choose or Find the Best Investment Model for You
- How to Change How Investment and Financing in Emerging Markets is Done
- How to Connect Web3 with Real-World Assets
- Conscious Investments with Lower Risk and Higher Impact
- Why Decentralization of Finance is Important and What Role Emerging Markets are Playing In It
- How to Capture the Opportunities that Traditional Investment Models Miss
- How to Build a Better World Through Innovative Investment Models
- The Advantages and Disadvantages of Building Your Own Investment Model
- Best Strategies to Make Your Investment Work for You
- Tips to Investment Success
Show resources:
https://untapped-global.com/
Mikkel Thorup is the world’s most sought-after expat consultant. He focuses on helping high-net-worth private clients to legally mitigate tax liabilities, obtain a second residency and citizenship, and assemble a portfolio of foreign investments including international real estate, timber plantations, agricultural land and other hard-money tangible assets.
Mikkel is the Founder and CEO at Expat Money™, a private consulting firm started in 2017. He hosts the popular weekly podcast, the Expat Money Show, and wrote the definitive #1-Best Selling book Expat Secrets - How To Pay Zero Taxes, Live Overseas And Make Giant Piles Of Money.
During the show we discuss:
- The Most Recent Developments in Financial Asset Protection
- How You Can Use Social Media to Spread the Word About Your Expertise in Financial Asset Protection
- The Elements that Could Have an Impact on How Financial Assets are Protected
- How You Can Protect Your Financial Assets
- How to Safeguard Your Private and Corporate Assets
- Some Instances of Securing Property
- How the Rich Protect Their Possessions
- The Safest Type of Financial Asset
- How You Can Secure Your Real Estate
- The Type of Trust that Secures Your Assets
- How the Millionaires Evade Taxes
- How to Conceal Financial Assets
- How You Can Safeguard Your Funds
- The Technological Advancements You Can Use to Safeguard Your Assets
- How You Can Manage Everything While Owning Nothing
- How You Can Legally Hide Money from the Government
Show resources:
https://expatmoney.com/
https://www.youtube.com/c/ExpatMoneyShow
https://www.instagram.com/expatmoneyshow/
https://www.facebook.com/ThorupMikkel
https://twitter.com/ThorupMikkel
https://www.linkedin.com/in/mikkelthorup/
Are you wondering how to use business credit as a startup? Just give me less than an hour of your time, and I’ll show you how to get and leverage business credit in the startup phase to help your business grow and thrive.
To take your business credit building to the next level, go to: https://my.creditsuite.com/
During the show we discuss:
- How Startups Can Benefit from Business Credit
- Business Credit for the First 30 Days
- Business Credit for 60-90 days
Resources:
Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj
James L. Cunningham, Jr. has been an attorney for more than two decades in the areas of estate planning, probate, trust administration, elder law, disability/special needs planning, and much more. He is one of the few attorneys certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law.
As founder of Cunningham Legal, he oversees six offices, along with a team of attorneys and professionals focused entirely on estate issues.
James is a California native, a devoted husband, and the father of three children.
During the show we discuss:
- What Estate Planning Entails
- What Happens When You Don’t Get Estate Planning Right
- What Should Be in a Will
- What a Living Will Can Do for You
- What Advantages Estate Plans Offer
- Factors You Should Take into Account in Setting Up a Trust
- Why the Government Wants to Take All Your Money When You Die
- How Often You Should Update a Trust
- How Divorce for You or Your Kids Affects Your Estate
- How a Local Estate Planner Can Get Started
- Elements that Make Up Estate Planning
- How to Choose an Executor
- Elements that Constitute an Effective Estate Plan
- Key Papers for Estate Planning
- Elements of Estate Planning that are the Most Crucial
- The Issues Covered by Estate Planning
- The Best Way to Get Ready for Estate Planning
- Why Estate Planning is So Crucial
- Who Needs to Prepare Their Estate
- The Various Estate Planning Strategies and What They Accomplish
Show resources:
www.cunninghamlegal.com
If you need a business loan fast then this is the training for you! Check out our top picks for FASTEST business loans available. Join us to get all your questions answered.
Resources:
- Website: https://CreditSuite.com
- 27 Ways to Fund Your Business: https://utm.io/ud4Om
- Business Credit Building Guide: https://crdt.st/udFBj
Joseph is the CEO of Uvaro, a tech sales career accelerator. A graduate of the University of Waterloo’s Computer Engineering program, Joseph’s a five-time technology Founder & CEO, and with multiple successful exits, and speaks frequently on the topics of sales leadership, diversity, and corporate social responsibility.
He is the host of The Seller’s Journey podcast, has launched multiple grassroots community programs, and is an active early-stage investor who ensures that the majority of his investments are into women-led companies. Joseph also sits on the board of Communitech and led Uvaro’s commitment to Pledge 1%, where the company has donated a portion of its equity to charities focused on diversity & inclusion.
During the show we discuss:
- The Brand Strategy and Business Model behind Uvaro
- How to Redefine Your Startup Success
- The 5 Key Elements of a Startup Success
- The Most Important Factor in the Startup Industry
- The Top 3 Sales Practices You Should be Practicing
- Why a Company’s Culture is Important
- How to Create a Startup Culture
- The Keys to Defining & Scaling a Successful Startup Culture
- What Sales Generational Change is
- What You Need to be Successful in Sales Today
- How to Boost Your Employees’ Productivity
- How You Can Elevate Sales with Productivity
- Tools or Platforms That Will Help Redefine Your Startup Success
- How to Maximize Your Marketing Strategies
- How to Choose the Future of Your Startup (Scaling or Sale)
Show resources:
https://uvaro.com/
Eric Youngstrom is a startup executive with a proven record of success exceeding business goals in multinational and start-up technology companies and a leader in early-stage software startups that have since generated more than $400M in shareholder returns through successful exits.
He has proven ability to conceive and build revenue-generating businesses from the ground-up across the consumer, SMB, and enterprise markets. He has expertise in each aspect of the product life cycle from strategic direction, product concept and development, marketing, business development, and operational implementation. He has demonstrated success in building creative solutions and developing teams to penetrate new markets that transform P&L results.
During the show we discuss:
- Issues that Most eCommerce Businesses Face with Cashflow
- Issues that eCommerce Businesses are Facing with Supply Chain Disruptions
- What eCommerce Entrepreneurs are Doing to Overcome Supply Chain Issues
- What to Do to Overcome an Increase in Costs and Still Maintain High Profit Margins
- How to Get the Money You Need to Buy Inventory for an eCommerce Business
- Why Most Small Business Owners Struggle to Get the Money They Need
- How to Get the Money You Need Even in the Early Stages of your Business
- How Software Can Help Solve the Cash Access Problem
- How New eCommerce Businesses Can Get Money
- How to Avoid Predatory Lenders So You Can Get GOOD Financing
- The Biggest Financial Challenges Small Businesses Face and How to Overcome Them
- How to Deal with Capital Shortage
- How to Increase a Company's Working Capital
- How to Increase Negative Working Capital
Show resources:
https://www.onrampfunds.com/
You can get better rates on all your business insurance premiums by having a great business credit score. Join us as we show you how to leverage your business credit to keep your hard earned money! Resources:
- Website: https://CreditSuite.com
- 27 Ways to Fund Your Business: https://utm.io/ud4Om
- Business Credit Building Guide: https://crdt.st/udFBj
Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization.
During the show we discuss:
- What Financial Leakage is and How to Prevent it
- What Tax Optimization is and How it Can Save You a Ton of Business
- Which Financial Experts Should be on Your Team
- Instances of Economic Leakage
- What Income Leakage Analysis is
- Causes of Revenue Leakage in the Continuous Flow of Money
- Causes of Profit Leakage
- What to Look for in How Your Business is Spending Money
- How to Reduce Expenses Now to Radically Increase Profits
- Causes of Financial Leakage
- Importance of Avoiding Financial Leakage
- How to Prevent Economic Leakage
- How a Company Can Prevent Leakage
Show resources:
https://www.empoweredfinancialplanner.com/
Business Financing is a strategic way to prepare for uncertain market conditions. Join us for a Special Webinar where we show you all the steps you need to take to maximize your loan approvals. Take an hour out of your day to prepare your business for the funding it needs. Resources:
- Website: https://CreditSuite.com
- 27 Ways to Fund Your Business: https://utm.io/ud4Om
- Business Credit Building Guide: https://crdt.st/udFBj
Rahul Shah is the Chief Executive Officer of Next Quarter. Shah has more than 15 years of experience as an accomplished CFO and COO. He founded the company in 2016 and leads the overall corporate direction and strategy at Next Quarter. He has an extensive background in financial planning, sales analytics, and operational management.
Prior to Next Quarter, Shah served as the CFO for Global Industry Verticals, a DXC Technology company, managing an $8B+ P&L at CSC and was also responsible for setting up a Global COE for Revenue and Sales Analytics. He’s held other leadership positions at Covansys, Infosys, and PwC.
During the show, we discuss:
- The one question that keeps CFOs awake every night
- The factors to look into for higher revenue
- The information that should show on your KPI’s
- How financial planning & analysis professionals can rescue their CFOs and solve challenges
- The importance of sales forecasting for the financial services industry
- How to build a sales forecast
- The 5 ways to streamline your sales process and hit sales forecasts
- The reasons why strategic account planning matters for your business
- The 5 better ways to present 2022 revenue forecasts to your CEO
- The best key account management tools for sustained business growth
- What revenue leakage is and how companies can fix it
- How hypergrowth companies grow their sales organizations
- Account planning best practices you need to know right now
- Game-changers for financial planning and analysis for organization’s growth
Show resources:
https://nextq.ai/
Vince Shorb is one of the country’s leading advocates for promoting financial wellness and a thought leader in teaching and scaling financial education programming.
Vince’s mission is to create a world where people are informed to make qualified financial decisions and confidently take effective financial action that best helps them meet their basic human needs while moving toward fulfilling their personal, family, and globalcommunity goals.
During the show we discuss:
- What Makes Financial Literacy So Important
- What Financial Literacy Really Means
- Who is In Need of Financial Education
- When to Teach Financial Literacy Lessons to Kids and What to Teach Them
- Why so Few States Teach Personal Finance in Public Schools
- Why We Make Financial Decisions that Don’t Align with Our Long-Term Goals
- The Common Financial Problems People are Facing Today
- Who to Turn to for Financial Guidance if They Don’t Have Money to Invest
- The Most Recent Trends in Financial Literacy
- Kind of Technology to Use to Enhance Financial Literacy
- Industries to Help You Teach Financial Education
- How Social Media Aid in the Promotion of Financial Literacy
- How to Stabilize Your Finances the Most
- How Budget Can Help with Your Finances
- The Ways to Have Financial Freedom
Show resources:
https://www.financialeducatorscouncil.org/
Businesses that have invoices can get some of the best alternative financing! Join us as we show you how Accounts Receivables Financing works and find out if it makes sense for your business!
Resources:
- Website: https://CreditSuite.com
- 27 Ways to Fund Your Business: https://utm.io/ud4Om
- Business Credit Building Guide: https://crdt.st/udFBj
Are you starting to realize that lenders are going to get a lot tougher on underwriting loans? Just give me less than an hour of your time, and I’ll show you why underwriting loans is about to get a loan harder, and how you can prepare your business to be in the best position to make it through the process. For your next business loan, go to: https://www.creditsuite.com/business-loans/
During the show we discuss:
- What Underwriting is
- How and Why it is Changing
- How You Can Prepare
What to Watch Next: 2022 Guide to Building Business Credit: https://youtu.be/Z6tCodNqm3A
Resources:
Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building Guide: https://crdt.st/udFBj
Self-employed listeners work hard to create and maintain their businesses. They want to own their own home, but unfortunately do not qualify for many deals. How can these customers and their agents access great mortgage deals?
Meet Alejandro Szita and his team. Alejandro has discovered that those normally ignored and overlooked within the real estate loan market can succeed with his little-known secrets. He specialises in helping the self-employed and agents understand the mortgage market and access deals many brokers didn't know even existed! His results speak for themselves.
During the show we discuss:
- Possibility for self-employed to get a mortgage
- Why entrepreneurs typically get denied when applying for a home loan
- Why the automation of the mortgage process hurts business owners
- When to use tax returns to prove your income
- How mortgage rules sometimes destroy the ability for entrepreneurs to get a mortgage
- How expert brokers determine the best loan for self-employed borrowers
- 4 ways to prove income outside of tax returns
- How to know what percentage of deposits in a business bank account can be counted as income
- Typical debt ratios to qualify for a mortgage
- Percentage you may need down as an entrepreneur to buy a home
- How to use low risk factors as compensating factors to put less money down
- How to find the right broker to help you close your home loan
Show resources:https://prosperitylending.us
Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually
$15,000-100k+ in tax savings.
With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory.
During the show we discuss:
- The benefits of taxes to our economy
- How to ensure that you are in the right path with your taxes
- The benefits of tax planning
- How to set your tax goals
- Tax planning strategies
- How business owners can save in tax
- Why it is a good idea to work proactively with their tax professional
- Other benefits you can get in working with taxes professional and taxes itself
- How to maximize your tax benefits
- How to know if you are eligible for the different tax benefits
- What tax credits are and how to use it
- How to utilize COVID pandemic tax credits
- How to receive charitable tax deductions
- Ways to reduce your tax payments
- How to reduce your tax payments
- How to avoid taxes (if possible)
Show resources:
https://dominiones.com/
Are you wondering why you keep getting denied for commercial business loans? Just give me less than an hour of your time, and I’ll show you our secret formula that gives you your best chance at getting approved for commercial business loans. In this episode, we discuss:
- The Three Cs
- Cash Flow Management Secrets
- Credit Repair Rules
- Collateral Concepts
Amanda Cohen knows you can’t succeed in life or business without taking risks. That’s
why she’s devoted her life to better understanding the threats modern businesses face.
As the director of governance, risk and compliance products at Resolver, the worldwide
leader in risk and security management software, she’s reimagining the way over 5,000
of the world’s largest organizations think about their relationship to risk.
Amanda’s obsession with risk and resilience goes back to her university days, where an
influential professor sparked her interest in an unusual subject: international financial
law. She found herself drawn in by the complexity of the ever-changing regulatory
environment and the massive monetary risks of non-compliance. The only problem?
Neither she nor her professor had any idea how to turn a fascination with esoteric
financial regulations into a real-world career path.
During the show we discuss:
- Artificial intelligence revolution
- How long until artificial intelligence takes over the world
- What led to the artificial intelligence revolution
- The most powerful artificial intelligence
- When did the Revolution in Artificial Intelligence started
- How big the artificial intelligence market is
- How artificial intelligence can be defeated
- What has artificial intelligence evolved into
- Changes to artificial intelligence in the future
- How can people make sure they are always one step ahead of artificial intelligence
- Artificial intelligence's good and bad aspects
- Difficulties that artificial intelligence face
- How current artificial intelligence is helping us
- Advantages does artificial intelligence offer
- Artificial intelligence effects on our way of life?
- Tasks that are still better and faster performed by a human than by any machine learning program
- How artificial intelligence is affecting our daily life
- Elements that influence the emergence and growth of artificial intelligence
Show resources:
https://www.resolver.com/
https://twitter.com/Resolver
https://www.instagram.com/resolverinc/
https://www.linkedin.com/in/amanda-cohen-0b4b81a6/
https://www.facebook.com/ResolverInc
Did you know that the way to prepare and file your business taxes can actually affect your ability to get business loans?
Ty Crandall, CEO of Credit Suite, breaks down everything you'll need to know about how your taxes can make or break your ability to finance your business.
Personal and Business taxes are both part of your businesses's Fundability™ and its an important factor that most ordinary business owners miss when applying for business credit, business loans, and credit lines.
In this episode we discuss:
- Business Tax Returns 101
- Estimated Taxes
- Documentation Differences
- Tax Prep
- Cash vs. Accrual
- Depreciation Decisions
- Entity and Industry choices
- Fundability™, Business Taxes, your EIN/SSN
- What are lenders looking for in your tax returns
- Personal Taxes!
Did you know that the way to prepare and file your business taxes can actually affect your ability to get business loans?
Ty Crandall, CEO of Credit Suite, breaks down everything you'll need to know about how your taxes can make or break your ability to finance your business.
Personal and Business taxes are both part of your businesses's Fundability™ and its an important factor that most ordinary business owners miss when applying for business credit, business loans, and credit lines.
In this episode we discuss:
- Business Tax Returns 101
- Estimated Taxes
- Documentation Differences
- Tax Prep
- Cash vs. Accrual
- Depreciation Decisions
- Entity and Industry choices
- Fundability™, Business Taxes, your EIN/SSN
- What are lenders looking for in your tax returns
- Personal Taxes!
Did you know that the way to prepare and file your business taxes can actually affect your ability to get business loans?
Ty Crandall, CEO of Credit Suite, breaks down everything you'll need to know about how your taxes can make or break your ability to finance your business.
Personal and Business taxes are both part of your businesses's Fundability™ and its an important factor that most ordinary business owners miss when applying for business credit, business loans, and credit lines.
In this episode we discuss:
- Business Tax Returns 101
- Estimated Taxes
- Documentation Differences
- Tax Prep
- Cash vs. Accrual
- Depreciation Decisions
- Entity and Industry choices
- Fundability™, Business Taxes, your EIN/SSN
- What are lenders looking for in your tax returns
- Personal Taxes!
Did you know that the way to prepare and file your business taxes can actually affect your ability to get business loans?
Ty Crandall, CEO of Credit Suite, breaks down everything you'll need to know about how your taxes can make or break your ability to finance your business.
Personal and Business taxes are both part of your businesses's Fundability™ and its an important factor that most ordinary business owners miss when applying for business credit, business loans, and credit lines.
In this episode we discuss:
- Business Tax Returns 101
- Estimated Taxes
- Documentation Differences
- Tax Prep
- Cash vs. Accrual
- Depreciation Decisions
- Entity and Industry choices
- Fundability™, Business Taxes, your EIN/SSN
- What are lenders looking for in your tax returns
- Personal Taxes!
Did you know that the way to prepare and file your business taxes can actually affect your ability to get business loans?
Ty Crandall, CEO of Credit Suite, breaks down everything you'll need to know about how your taxes can make or break your ability to finance your business.
Personal and Business taxes are both part of your businesses's Fundability™ and its an important factor that most ordinary business owners miss when applying for business credit, business loans, and credit lines.
In this episode we discuss:
- Business Tax Returns 101
- Estimated Taxes
- Documentation Differences
- Tax Prep
- Cash vs. Accrual
- Depreciation Decisions
- Entity and Industry choices
- Fundability™, Business Taxes, your EIN/SSN
- What are lenders looking for in your tax returns
- Personal Taxes!
Robyn has been heralded as one of the country’s foremost leaders on the topic of selling and marketing products on Amazon.com. Robyn’s firm, Best From The Nest, works with resellers, private label sellers, brand owners, manufacturers, and authors to help them profitably scale or control their presence on Amazon.
Robyn Johnson started with only $100 and in less than four years grew her business to the seven-figure mark in eCommerce. Starting with buying and selling items at garage sales and moving to Ebay, Amazon, and her own websites she has grown a flourishing business. Robyn has quickly become an expert in the e-commerce field.
During the show we discuss:
👉 How to utilize your backend search terms properly
👉 Common reasons why a product is not converting
👉 How to get to the top of Amazon’s organic search
👉 How brands manage their presence on Amazon
👉 How to get your product featured by Amazon
👉 How to implement a flexible pricing strategy
👉 How to sell your own products on Amazon
👉 How to create a listing that converts sales
👉 Things to know before selling on Amazon
👉 How to sell others’ products on Amazon
👉 How to drive traffic with great content
👉 How to improve your product images
👉 How to increase your product sales
👉 Ways to select a winning product
👉 Requirements for amazon seller
👉 Amazon sellers do’s and don’ts
👉 Amazon selling tips to success
👉 Why sell in amazon
👉 The power of 99¢
Show resources:
https://amzsummits.com/
With a passion for entrepreneurship from a very young age, Samuel is the Founder
and CEO of Sockrates Custom Socks, a company based in Boca Raton Florida which
specializes in producing the highest quality custom socks at the fastest turnaround time.
With over 4000 clients, Sockrates has emerged as the industry leader in its field with
clients in the United States, Germany, France, Iceland, UK, Israel and Canada.
With a keen eye for both the small details and big picture approach to business, Samuel is sought out for advice on various business topics such as business strategy, team leadership, business communication, marketing and organizational culture.
During the show we discuss:
● How to create your own blue ocean to reach more customers
● How to find the issues with your systems to scale effectively
● How to pivot in your business to reach exponential growth
● What successful startup businesses owners do to succeed
● Why transparency is important to being a good leader
● Why getting feedback from your clients is important
● Why quality is essential to achieve extreme success
● Why customer service should be your #1 priority
● Best marketing strategies to grow your company
● Factors to consider when starting a business
● How to build your organization’s culture
● Do’s & don’ts When Starting A Business
● How To Turn Your Idea into A Business
● How to Improve Employee Happiness
● Kind of leader should the owners be
● How to think of new content ideas
● How to Increase Brand-Awareness
● How To Find Your Niche Audience
● Tips for a good management
● How To Grow Your Business
Show resources:
https://sockratescustom.com/
Are you how you are going to make it with the rising gas prices?
Just give me less than an hour of your time, and I’ll show you how to mitigate rising gas prices with fuel card.
To take your business credit building to the next level, go to: 👉 https://my.creditsuite.com/
Key Moments in This Episode
========================
👉 What You’ll Learn Today
⛽️ Rising Gas Prices Affect EVERYTHING
💳 How to Fuel Cards Wisely
💳 Top Options for Fuel Cards
👉Recap
Mark Willis, a CERTIFIED FINANCIAL PLANNER ™ , a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial services firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast ™ . Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”
During the show we discuss:
● How to keep your money available for all your goals in life, both now and in the future
● How to buy back your debt using the Lake Growth Debt SnowBank MethodTM
● How to pass your wealth on favorably to the people you care about
● How to create wealth in a safe and predictable way
● What are the common mistakes in handling wealth
● What are the pros and cons of banking on yourself
● What is Lake Growth Debt SnowBank MethodTM
● What are the keys to becoming your own banker
● How to become your own source of financing
● How to grow wealthy by paying your taxes
● How to ensure your money is tax efficient
● How to protect and grow your money
● How to bank on yourself
Show resources:
https://lakegrowth.com/
Are you wondering why you continue to be denied for business lending? Just give me less than an hour of your time, and I’ll show you the roadmap to business lending approvals with Fundability™.
For your next business loan, go to: 👉 https://www.creditsuite.com/business-...
Key Moments in This Episode ========================
👉 What You’ll Learn Today
💰The Journey to Business Lending Approvals
💰The Road to Business Lending is Paved with Fundable™ Foundations
💰Building Business Credit on the Way
👉 Recap
Brian serves as CEO of Torch.AI and has more than 20 years of experience leading mission driven, high growth, technology-focused companies. Torch.AI helps leading organizations leverage artificial intelligence in a unique way via a proprietary enterprise data management software solution. Today, Torch.AI supports clients like H&R Block with fraud detection
and mitigation, and the U.S. Department of Defense with machine learning-enabled background
investigations for all federal employees, supporting the determination of an individual’s trustworthiness and security credentialing. Prior to Torch.AI, Brian launched or acquired several companies all focused on technology-enabled services and data connectivity. His companies serve nearly 1,300 clients and have been recognized as Small Business of the Year by the Greater Kansas City Chamber of Commerce.
During the show we discuss:
● How machine learning can anticipate what may happen and how you can use this
● How data can be broken down in a way that simple machines can easily process
● How machine learning uses data to produce actionable info for entrepreneurs
● How to use advanced tech to reduce churn and keep customers longer
● What data infrastructure it is and how to fix the problems it causes
● Why business owners deal with more data than they can manage
● What causes data to be unsecure and how to make it safe
● How AI and machine learning can help business owners
● What’s the future look like for AI and machine learning
● How to break down lots of data to make it easy to use
● How to use advanced tech to attract more customers
● How AI can make data easier to use
Show resources:
https://torch.ai/
With just a little bit of prep work, you can get approved for your first business credit account lightning fast!
With just a little bit of prep work, you can get approved for your first business credit account lightning fast!
Mark launched his creative production company Phanta Media in 2006, grew it to a little over $2mm in revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta focuses less on “keeping the machine fed” and more on doing extraordinary work with really cool people.
As a brand strategist, Mark understands that YOU need to be courageous. There's only one YOU and it takes courage to go all-in on you. The courage to trust your gut while also pushing your comfort zone. The courage to say what others can't, or simply won't say. The courage to see 10x ahead of where you are now, believing that you can make it happen. Courage is what we admire most from extraordinary people and brands. Courage is what you need.
During the show we discuss:
● Why most people/brands fail to stand out from the competition and connect with their audience
● How to determine your customer avatar and the problems they need solved
● Elements that influence the creation of must-watch brand advertisements
● The secret formula for creating can't-ignore brands and must-see content
● How to decide what new forms of content your brand needs
● How to determine your own unique selling proposition
● Why "courage" is the thing that leaders/brands need
● Essential elements of a content marketing strategy
● The 3D’s process to know what you really want
● How to build a brand through content
● How to quantify the power of a brand
● How to produce quality content
● How to plan a content strategy
● Why invest in branding
Show resources:
https://www.phanta.com/
Mark launched his creative production company Phanta Media in 2006, grew it to a little over $2mm in revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta focuses less on “keeping the machine fed” and more on doing extraordinary work with really cool people.
As a brand strategist, Mark understands that YOU need to be courageous. There's only one YOU and it takes courage to go all-in on you. The courage to trust your gut while also pushing your comfort zone. The courage to say what others can't, or simply won't say. The courage to see 10x ahead of where you are now, believing that you can make it happen. Courage is what we admire most from extraordinary people and brands. Courage is what you need.
During the show we discuss:
● Why most people/brands fail to stand out from the competition and connect with their audience
● How to determine your customer avatar and the problems they need solved
● Elements that influence the creation of must-watch brand advertisements
● The secret formula for creating can't-ignore brands and must-see content
● How to decide what new forms of content your brand needs
● How to determine your own unique selling proposition
● Why "courage" is the thing that leaders/brands need
● Essential elements of a content marketing strategy
● The 3D’s process to know what you really want
● How to build a brand through content
● How to quantify the power of a brand
● How to produce quality content
● How to plan a content strategy
● Why invest in branding
Show resources:
https://www.phanta.com/
Chris Brown is an experienced president with a demonstrated history of exceeding business objectives and helping companies grow. Skilled in Sales, Strategic Thinking & Planning, Building Long Term Relationships. Strong entrepreneurial professional that understands the importance of being focused and goal oriented to drive results while developing leaders at all levels in the business. Successful track record in leading teams and building strong partnerships within the marketplace. He’s also the CEO and co-founder of Tax Hive where he’s partnered with Kevin O’Leary from Shark Tank.
During the show we discuss:
● The importance of strategic tax management
● Strategic tax plan to save no taxes
● How to tap into over 1,400 tax benefits to save a lot of money
● Basic tax planning strategies businesses use
● How to know what strategies work and not work
● Business tax savings and how does it work
● Why hasn’t my current accountant created a business tax savings plan for me?
● How much to expect to save in taxes when I get a plan
● Do I need an updated plan each year?
● Limitations of tax planning
● The difference between tax planning and tax management
● The important areas of tax management
● The objectives of tax planning
● The biggest misconceptions business owners have about their returns
● How to maximize the tax benefits
Show resources:
https://taxhive.com/suitelogin
An early employee of Apple and Head of Innovation at Redbox, Mark Ackler has been creating
and investing in tech startups since 1986. Today, he is a founding partner of MATH Venture
Partners, a technology venture capital fund, and an adjunct professor at the Northwestern
Kellogg School of Management.
During the show we discuss:
● The right time to sell your startup
● The best framework to follow to maximize value when you sell
● Why cultural fit is important to maximize exit value of your business
● What alignment you need to have to have a successful exit
● Why the rational of the deal must make sense for you to sell
● Factors that founders should consider when they are evaluating exit paths
● What an "Exit Talk" is
● How can founders use it to reach alignment in their boardrooms
● The 4 categories of potential buyers of your business
● What to know about potential buyers of your company, competitor, investor, IPO, strategic buyers
● How can founders optimize for the long-term
● What are some of the common pitfalls that founders should avoid when they look to exit
● How can founders best negotiate the best outcome for their startups
● What the FAIR framework is
● What a FAIR acquisition partner is and how to work toward this partnership
● How fundraising impact the exit of a business
● What does building trust have to do with liquidating a business
● What a buyer ecosystem is and how to develop it
● How entrepreneurs determine the right time to sell their businesses
● four different types of buyers: financial, competitive, public, and strategic
Show resources:
https://www.mathventurepartners.com/
Are separate business bank accounts really necessary?
🏦 Give me less than an hour of your time, and I’ll show you why business bank accounts really are necessary, including how they affect findability.
👉 To best build fundability, be sure to schedule a consultation with us: https://info.creditsuite.com/business...
Key Moments in This Episode ========================
👉 What You’ll Learn Today
💸 Benefits of Business Bank Accounts
💸 How to Choose and Open a Business Bank Account
💸 The Secret Credit Score You Probably Don’t Know About
💸 Personal Banking History Can Affect Your Ability to Open a Business Account
👉 Recap
Jeremy Ryan Slate, an entrepreneur, media expert, author and CEO and founder of Command Your Brand. He studied literature at Oxford University and is a former champion powerlifter that helps visionary founders to impact the world and better mankind through podcasting and new media to create trust and opinion leader status. Podcast Magazine just included Jeremy on their 2022 40 under 40 in Podcasting list.
During the show we discuss:
● The skillset needed to grow a business while being happy
● Why overcoming adversity is so important
● Why focus on what each team member needs individually is essential to being a great leader
● The Right Combination to Scale Your Company
● Why done is better than perfect
● Tips and techniques in igniting your passion
● Factors that can spark passion
● How to Hack your Position as the Trusted Authority in Your Space
● The best masterminds to join
● How to become an authority in your space
● How To PR Your Way To Success
● Why you should be submitting press releases to your local media
● How to Utilize the 1 Billion Dollar Podcast Market
● The key things in running a successful business
● Important skills of an entrepreneur
● How to boost your business with the help of sales, pr and marketing combined
Show resources:
https://commandyourbrand.com/
What You Need to Know About the Impact of Personal Finances on Business Lending Are you wondering if personal financing can affect your ability to get business lending? Give me less than an hour of your time, and I’ll show you how personal financing can affect your ability to get funding for your business, and what to do about it.
👉For your next business loan, go to: https://www.creditsuite.com/business-...
Key Moments in This Episode ========================
👉 What You’ll Learn Today
💰 The Mysterious Connection Between Personal Financing and Business Lending
💰 Frightening Factors that Affect Personal Credit
💰 Secrets of Scoring Models that Use Personal Credit for Business Credit Scores
💰 Ensure the Impact of Your Personal Financing on Business Lending is Positive
👉 Recap
We & Goliath, a full-service virtual event company that specializes in achieving optimal results for global enterprises and SMBs, even when their clients feel they’re facing giant challenges. Hence theirs logan. We’ve got yours slingshot. Unlike most event companies, they’ve been digital- first since unlike most event companies, they’ve been digital- first since
way before the pandemic. Their co-founders, Michelle, and Daniel each have over 20years experience in event production, design, and digital marketing.
During the show we discuss:
● Virtual and hybrid event
● The advantages and disadvantages of virtual events
● How social media can be useful for virtual events
● How to make virtual events more interactive
● How to keep a virtual event engaging
● How to engage the audience in a virtual event
● How to make virtual events stand out
● What makes a virtual event successful
● The most effective advertising techniques
● The benefit of virtual event
● How to stay organized and ensure the success of the event
● The latest technologies for producing a virtual event
● The tips and pointers that you can give to the aspiring event producers
● The secrets of a successful event production
● Some advertising techniques you can share
● The common mistakes organizers are making with their virtual events
● Helpful tips on how to get people to show up
Show resources:
https://weandgoliath.com/
Are you looking for cash flow based lending? Give me less than an hour of your time, and I’ll show you how to find the best cash flow based lending options for your business.
👉 For your next business loan, go to: https://www.creditsuite.com/business-...
Key Moments in This Episode ========================
👉 What You’ll Learn Today
💰 Cash Flow Based Lending: What You Need to Know
💰 Do You Qualify for Cash Flow Based Lending?
💰 Specific Examples
💰 Other Funding Similar to Cash Flow Based Lending
👉 Recap
Over the last fifteen years, Luke Arrigoni has worked with some of the top brands in the United States building machine learning and data science programs, even before there was such a term. He worked with companies such as UPS, J&J, Getty, AT&T, Stryker, Goldman Sachs, CAA, FOX, Sephora along with others.
Luke has media experience explaining to audiences at Bloomberg, WIRED and others on topics such as data’s impact on politics, machine learning, blockchain and other ways that technology intersects in a big way in everyone’s day-to-day life. He built and sold an econometrics business in the past and also has experience with Sino-American trading relationships. He worked with several companies such as J&J and Samsung making him familiar with how to do business with technology and raise products in China.
During the show we discuss:
● General Artificial Intelligence
● Machine Learning
● When are Artificial Intelligence and Machine Learning used
● How do Artificial Intelligence and Machine Learning succeed
● Approach legislators and lawmakers take to technology
● Role of artificial intelligence play in machine learning
● Relationship between artificial intelligence and machine learning
● How Artificial Intelligence used to benefit society
● How machine learning and artificial intelligence assist firms in making better use of their data
● Sentients and why you need to know about it
● How artificial intelligence help us in our daily lives
● Current state of artificial intelligence
● Impact of Artificial Intelligence/Machine Learning have on the industry
● The most recent artificial intelligence-based technologies
● How Artificial Intelligence works with social media platforms
● What does the future hold for Artificial Intelligence and Machine Learning
● The technological future of Artificial Intelligence
Show resources:
https://arricor.com/
Are you wondering how to maximize your credit score to get as much funding for your business as possible?
Give me less than an hour of your time, and I’ll show you some simple hacks to grow, improve, and otherwise maximize credit score for your business so you can use it to the fullest extent possible.
👉 To take your business credit building to the next level, go to: https://my.creditsuite.com/
Key Moments in This Episode ========================
👉 What You’ll Learn Today
💳 The Secret World of Business Credit Reports and Scores
💳 The Surprise In How Business Credit Works
💳 Finding Initial Accounts
💳 Leveraging Personal Guarantees
👉 Recap
Clay Ogden could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web. com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives.
During the show, we discuss:
● What an 831(b) Plan is
● 831(b) compared to 401(k) and other retirement accounts
● The tax benefits and savings an 831 (b) provides
● How an 831(b) Plan works
● The returns you can get investing into an 831(b)
● How much to put into an 831(b)
● Why Your Business Should Consider 831(b) and Mitigate Risk
● How 831(b) plans help businesses during COVID
● The Importance of 831(B) Captives
● Entities that are good candidates for an 831(b) plan
● Risks businesses have that an 831(b) Plan can help with
● Threats to business cash flow (brand, cyber security, other risks)
● What can be insured
● The risk mitigation strategy of every Fortune 500 Company
● The Liability Crisis and how is it repeating itself now
Show resources:
https://www.831b.com/
Do you need business funding but lack the cash flow and collateral that most lenders require?
Join us as we show you how to get a business loan with No Cashflow or Collateral!
👉 For your next business loan, go to: https://www.creditsuite.com/business-...
Key Moments in This Episode: ========================
💰 What You’ll Learn Today
💰 What it Takes to Get Business Loans
💰 Examples of Business Loans Loans ith No Cashflow or Collateral
💰 Recap
Livia Devi, 5D mentor, and entrepreneur helps people awaken, transcend beyond the physical and shift to a higher level of Consciousness, thus accessing multiple realities and dimensions. She helps people shift their Consciousness from the third dimension to the 4th and 5th Dimensions
During the show, we discuss:
● What 5d consciousness is
● What makes conscious leaders different and more effective
● How awakening benefits leaders
● Ways to be a conscious leader
● How to develop your concious leadership skills
● How entrepreneurs achieve their goals
● How does consciousness affect your results
● How the humanity awakening the consciousness
● How to activate a powerful 5d soul mission
● How to activate a unique abundance
● How to activate 5d inner visionary
● Qualities of a visionary leader
● Ways to bring vision to life
● The best practices of an awaken leader
Show resources:
Website: https://linktr.ee/liviadevi
Who are the vendors in tier 4 when you are building business credit?
Join us I’ll show you the keys to getting accounts with tier 4 vendors, and give you some examples of who these vendors are.
To take your business credit building to the next level, go to: 👉 https://my.creditsuite.com/.
Key Moments in This Episode: ========================
👉 What You’ll Learn Today
💳 What Are the Vendor Credit Tiers?
💳 Why Should You Work the Tiers in Order?
💳 Examples of Tier 4 Vendors
👉 Recap
As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.
In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning.
During the show we discuss:
● Why pay more taxes than we should and how to pay less
● Some Income tax nuances for stock options
● What triggers you to pay more taxes than you should
● The worst of the tax mistakes
● The worst investment decision
● The best investment decision
● Stock options tax secret you wish people knew about
● Investments for people who don’t have an advisor
● When should someone at a pre-IPO company contact an advisor
● What You Should Know About the IPO Lockup Period
● How to plan for an IPO
● The Crucial Financial Planning Steps to Take When Anticipating an IPO
● The pitfalls to avoid
● The non-starters for IPOs
● How to get credit to buy stock options
● How not using a financial planner will hurt you
Show resources:
https://www.wrpwealth.com/
How to Use a Solo 401 (k) to Fund Your Business
Daniel Blue is the President of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt and use self-directed retirement accounts to invest in alternative assets With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that leads to life changing results.
During the show we discuss:
● What a “solo” 401k is
● Loan feature on a 401k and how it can help you
● How to make a 401k a solo one
● How to take money out of a 401k without paying tax penalties
● Process of using a 401k to fund a business
● Benefits of using a 401k to fund your business
● Kinds of rates can you get on this type of financing
● Is personal credit a factor in qualification
● Is revenue a factor in qualification
● How much money must be in the 401k to qualify
● Is it a good idea to tap into a 401k to launch a new business
● What percent of the 401k can you borrow against
● How to ensure you can keep the money out of the 401k without tax penalty
● What’s the interest rate is
● How to use this financing to pay off high-interest debt
● What do business owners use the funds for typically
● Why Wallstreet doesn’t educate on this
Show resources:
👉 https://www.danielblue.me/
Are you wondering how to get your business set up with the business credit bureaus?
Just give me less than an hour of your time, and I’ll show you the keys to business credit bureau setup for your business. T
o best build fundability, be sure to schedule a consultation with us: 👉 https://info.creditsuite.com/business...
Key Moments in This Episode: ========================
💳 Business Credit Bureaus and Fundability
💳 All Bureaus are Not the Same
💳 Business Credit Monitoring for More Than Score
💳 The FICO SBSS Mystery
Peter Millington is an avid participant in fintech and the application of cutting-edge technologies to the financial industry. Pete has spent over 25 years working in quantitative finance and founded Scientific Financial Systems in 2016 to advance the state of the art of data
science, big data, and machine learning in asset management.
During the show we discuss:
● Advantages and disadvantages of integrating machine learning in finance
● How to know who to listen to when it comes to machine learning
● Relationship between artificial intelligence and finance
● Role machine learning will play in finance in the future
● Distinction between finance and financial engineering
● Social media in promotion of machine learning
● What role machine learning play in finance
● The best machine learning available today
● Machine learning in financial engineering
● Machine learning benefits to finance
● How to know the data that’s useful
● What financial engineering entail
● Machine learning in banks
● Financial engineering
Show resources:
https://www.scifinsys.com/
Brent Bowers, is an investor and coach with a focus on buying and selling vacant land.
While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.
During the show we discuss:
● Why consider investing in vacant land if they’re already investing in other types of real estate
● How does investing in land differ from investing in single family or multifamily homes
● Tips for buying land most first-time buyers don’t consider
● What PropStream is and how it can help you buy land
● How to use Zillow to know how much to buy land for
● How to locate property in markets outside your own
● How to determine the properties to target to buy
● How to make your land more profitable
● How to classify which land is profitable
● Things to consider in investing in land
● How to determine the value of a land
● Why is there no competition in land
● Types of land to look at to buy
● 3 reasons why Brent love land
● How to sell the land you buy
● Where to find land to buy
Show resources:
https://www.thelandsharks.com/
As an established business with solid cashflow you can get access to some of the best business loan options.
Join us as we show you 10 Business Loans you can use to take your business to the next level!
Looking for a Business Loan? We can help 👉 https://crdt.st/udBRI
Key Moments in This Episode ======================== 💰
What You’ll Learn Today
💰 The Big Picture for the Future of Your Business
💰 10 Business Loan Options Outlined
💰 Underwriting Qualification Review
💰 Where to Find Your Next Business Loan
Jennifer Shaheen is the founder and President of Technology Therapy® Group. She is recognized as an expert in planning, implementing, and translating digital marketing and technology. She is a digital transformation expert, user experience enthusiast, and data insights specialist, expertly guiding business owners through the intersection of marketing and technology for the past 20 plus years. With unique expertise that combines technical prowess, entrepreneurial insight, and marketing acumen, Jennifer’s marketing strategy, brand development, and small business operations skills have aided companies in the retail, manufacturing, hospitality, luxury, and travel industries.
During the show we discuss:
● How digital advertising differs from the traditional advertising
● Influences social media platforms have on digital advertising
● What Apple may really be up to making all their data private
● Aspects contribute to the success of digital advertising
● Advantages and disadvantages of digital advertising
● Importance of knowing your customer avatar
● Prioritize digital advertising on organic traffic
● Beneficial applications of digital advertising
● Significance of a digital marketing strategy
● Most effective digital advertising strategy
● Factors to a successful digital advertising
● Developing a digital advertising strategy
● What’s happening with geo targeting
● Importance of digital advertising
● Digital advertising strategies
● Digital advertising
Show resources:
https://technologytherapy.com/
Jeffrey Kamys has decades of experience working in the technology industry as well as the analytics field. Jeffrey is the Founder, Chief Investment Strategist & Portfolio Manager at Inherent Wealth Fund. Inherent Wealth Fund is the Investment Advisor to the iBET Sports Betting & Gaming ETF, the only actively managed sports betting & gaming ETF. The iBET ETF is a basket of stocks that represents the sports betting, casinos and gambling sector, including but not limited to: DraftKings, Penn National Gaming, Caesars, MGM and Wynn.
During the show we discuss:
● Recommendations to invest in the sports betting industry
● Differences between a professional bettor and a gambler
● Factors to consider before investing in sports betting
● Benefits of investing in sports betting
● Sports betting and the stock market
● How to profit from sports betting
● Sports betting as an investment
● Best stocks for sports betting
● Greatest sports betting site
● Impact of sports betting
● How to bet on sports
● Drawbacks of sports betting.
Show resources:
https://www.inherentwealthfund.com/
In your journey to Build Business Credit Tier 3 Vendors can be hard to find!
Come find out how you can beef up your business credit profile and finish out the process strong during this episode!
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ========================
💳 What You’ll Learn Today
💳 Just Keep Swimming
💳 Tier 3 Vendors
💳 Beyond Tier 3
💳 Recap
In your journey to Build Business Credit Tier 3 Vendors can be hard to find! Come find out how you can beef up your business credit profile and finish out the process strong during this episode!
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ========================
💳 What You’ll Learn Today
💳 Just Keep Swimming
💳 Tier 3 Vendors
💳 Beyond Tier 3
💳 Recap
Leon Kuperman is a co-founder and CTO at Cast.ai as a potential guest on your show. Cast.ai ensures developers focus on building great products instead of worrying about their cloud infrastructure. Combining instant AI-driven cloud optimization with Kubernetes, this is 1 platform that: cuts cloud bills in half, boosts the power of DevOps 10X, and guarantees business continuity by preventing downtime.
Formerly a Vice President of Security Products OCI at Oracle, Leon’s professional experience spans tech companies such as IBM, Tuition, and HostedPCI. He has 20+ years of experience in product management, software design, and development, all through production deployment.
During the show we discuss:
● Factors to consider while selecting the best Cloud services for your company
● Which cloud platform is ideal for launching a new business
● Which cloud provider is the most suitable for a startup
● The most significant advantages of cloud computing
● How to choose the best service from the beginning
● How much a cloud server cost for a small business
● Is cloud computing beneficial to small businesses
● Benefits of cloud computing for new businesses
● How to create a Cloud-based business quickly
● Is the cloud appropriate for a new business
● Benefits of the cloud for small businesses
● How is data kept safe in the cloud
● What infrastructure as a service is
● The purpose of cloud computing
● What platform as a service is
● Benefits of cloud computing
● What cloud computing is
Show resources:
http://cast.ai/
Internationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the#1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+companies and is the owner of the multi-million-dollar franchise Action COACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you - so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars.
During the show we discuss:
● How the success of a marketing campaign can be measured
● Benefits and drawbacks of choosing a marketing channel
● How to maintain a positive relationship with customers
● How to make a good first impression on new clients
● What business coaches can do for business owners
● Importance of maintaining contact with customers
● How to implement an effective marketing strategy
● The most effective social networks for marketing
● Why coaches help business owners grow faster
● Pointers for achieving good business marketing
● The finest practices for marketing success
● How to establish a marketing connection
● The best business marketing channels
● The future of the marketing industry
● How to pick a marketing strategy
● Role of a digital marketer
● Importance of marketing
● Marketing industries
Show resources:
https://bradsugars.com/
Business operations play a major role in the Fundability™️ of your business. Find out the hidden factors lenders use to qualify you and what you can do about it.
These tips are going to change the way you run your business and maximize your funding opportunities, you don't want to miss it!
👉 Find Your Next Business Loan at: https://crdt.st/udFBg Key Moments in This Episode
======================== 💵 What You’ll Learn Today
💵 Business Operations for Maximum Fundability
💵 Licensing and Accounts for Fundability
💵 Website and Domain for Fundability
💵 Money Management for Fundability
💵 Recap
At the age of 25, Dan Haberkost has managed to build an impressive real estate business & portfolio that allows him the freedom to live & work where he wants while spending a tremendous amount of time in the mountains and on the beach. Dan’s first foray into the world of real estate investing was as a teenager when he managed a portfolio of properties for his employer at the time, while still in high school! Dan took the lessons he learned from these early experiences and brought them into his own business allowing him to shorten the learning curve and make an enormous amount of progress in just a few years which has given him complete freedom in his mid-twenties.
During the show we discuss:
● How to send hand-written mailers to landowners to tell them you want to buy
● How to use tools like PropStream to do research on what you should buy
● Why people buy land, then develop it, and make it available to sell
● What kind of due-diligence process should you use before buying
● Why land investing is the best way to invest into real estate
● How to use Zillow to find the perfect piece of land to buy
● The pitfalls you’ll often run into when building land
● The type of land you should be focusing on flipping
● Advantages and disadvantages of investing in land
● What to send to sellers to start the purchase price
● The kind of profit margins you can make on land
● How to buy land for 30-40 cents on the dollars
● How to get the money you need to buy land
● How to know the right type of price to offer
● Where you find pieces of land to buy
● How to sell land to other investors
● How to best sell land for a profit
● How to invest in land
Show resources:
https://danhaberkost.com/
Todd Miller, best-selling author of ENRICH, says that these all provide the wrong types of financial security, promoting capital gains rather than cash flow. Capital gains, while nice in the short term, don't produce the long-term financial stability of a reliable cash flow. COVID has taught us that even our corporate paychecks are no longer a reliable source of income.
Years ago, Todd decided to stop relying on his paycheck and engineered independent income streams that allowed him to quit his job and live the life he wanted. He stopped banking on situational gains (like a pay raise or fast bump in the markets) and rejected conventional retirement advice (like the 4% rule, which rests on a negative scarcity mindset) and now he's on a mission to help others flip the script for themselves.
During the show we discuss:
● Why should professionals accelerate – even if they have a “good job”
● Why most people are miserable, and how to live the life you want
● The 3 places professionals get stuck in their search to be happy
● What time poverty is and how to not let it control your life
● Ways to future proof and build your financial security
● Why you must create a written financial plan now
● How to incorporate these ideas into our lives
● Challenges toward financial independence
● What financial security mean
● The key to enrich your life
● What financial fitness is
Show resources:
www.enrich101.com
Todd Miller, best-selling author of ENRICH, says that these all provide the wrong types of financial security, promoting capital gains rather than cash flow. Capital gains, while nice in the short term, don't produce the long-term financial stability of a reliable cash flow. COVID has taught us that even our corporate paychecks are no longer a reliable source of income.
Years ago, Todd decided to stop relying on his paycheck and engineered independent income streams that allowed him to quit his job and live the life he wanted. He stopped banking on situational gains (like a pay raise or fast bump in the markets) and rejected conventional retirement advice (like the 4% rule, which rests on a negative scarcity mindset) and now he's on a mission to help others flip the script for themselves.
During the show we discuss:
● Why should professionals accelerate – even if they have a “good job”
● Why most people are miserable, and how to live the life you want
● The 3 places professionals get stuck in their search to be happy
● What time poverty is and how to not let it control your life
● Ways to future proof and build your financial security
● Why you must create a written financial plan now
● How to incorporate these ideas into our lives
● Challenges toward financial independence
● What financial security mean
● The key to enrich your life
● What financial fitness is
Show resources:
www.enrich101.com
There are some amazing options for funding a Startup Business! Join us as we show you what options are available for Startup Businesses and answer your questions!
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ======================== 👉 What You’ll Learn Today
💰 Unique Challenges Faced by New Businesses and Startups
💰 5 Financing Options
💰 Building Fundability
👉 Recap
Scott Danner is the CEO of Freedom Street Partners, a practice that supports financial advisors in their next career step and helps them explore all available paths to secure a fulfilling future. After fifteen years practicing on an employee platform, Scott founded Freedom Street and took it from $0 to $2 billion in assets under management in just five years. Scott is the co-founder of the Chesapeake Virginia Wine Festival and enjoys traveling the country with his wife to watch their two sons play soccer. During the show we discuss:
● The secret to growing assets under management to $2B in a short period of time
● How to stand out above other bidders when bidding on a company to buy
● How to get started with acquiring other companies and roll-ups
● How to find financial advising companies you may want to buy
● The skills for entering the world of financial consulting
● The best way to become a successful financial advisor
● Tips and advice you can tell the new financial advisor
● Qualities distinguish a competent financial advisor
● Strategies for gaining a client as a financial advisor
● Characteristics that financial advisors should have
● How to manage companies you acquire from afar
● Role that social media play as a financial advisor
● How to become an effective financial advisor
● Information a financial advisor need to know
● How important culture is to growing quickly
● Financial advisor industry in the near future
● How to communicate with your customers
● Is it difficult to work as a financial advisor?
● Inflation and recessions and your money
Show resources:
https://www.freedomstreetpartners.com/
www.ScottDanner.com
Jim Rowe, a marketing veteran of 45 years, started in market research after receiving his BS in Marketing from Fairfield University, CT. Jim has held client and agency positions including Brand Manager, Coke; VP Marketing, Cutty Shark; President of Promotion and InterMark Divisions, Saatchi Howard Marlboro Group; plus 30+ years as an owner of Manhattan Marketing Ensemble then Jim Rowe Marketing.
During the show we discuss:
● The biggest issues companies face now
● How modern technology has adversely affected our ability to communicate
● Why writing less has an adverse impact
● What are the fundamentals of communication
● Why you must know who your audience is
● Why you need to know the purpose of your communication
● Why knowing the background or situation status is essential
● How to define the problem your communication is going to help solve
● How to define your objectives and properly measure results
● How to determine the tactics you’ll use to get the goal you want
● Why critical thinking is an essential skill employees must have
● How to get your company positioning right and why it matters
● How to write persuasively?
Show resources:https://www.jimrowemarketing.com/
Want to see how to improve your options for funding your business?
See what steps you can take right now to get a jump start to maximizing your Fundability™️ for 2022!
👉 Take the Fundability™️ Mini Course: https://crdt.st/udIpZ
Key Moments in This Episode ======================== ✅ What You’ll Learn Today
🏆 Business Setup for Success in 2022
💰 What Makes a Fundable Foundation?
🏁 Funding to Get Started
✅ Recap
Scott Turman, a technologist, entrepreneur, and Amazon top 10 author that is making book writing accessible. He is the founder and CEO of BrightRay Publishing, a company that offers writing and publishing services for founders, CEOs, celebrities, sports figures, politicians, and other high performing professionals. After struggling to write a book for years, Scott was able to quickly co-write two books with his industry disrupting process done at BrightRay - that doesn’t include ghost writers.
Before beginning his publishing career, he wrote code for organizations such as NASA, the US Department of Defense, Disney, and another Fortune 500’s. As a side note, Scott was named after the fourth astronaut in space, Scott Carpenter! His father, Arthur Turman, had worked with Scott Carpenter on Mercury-Atlas 7 at NASA.
During the show we discuss:
● Effective methods for establishing credibility in your industry.
● Create your own personal brand.
● Brand yourself.
● Promote your company's brand.
● Convey your personal brand.
● Create and market a brand.
● Role of social media platforms plays in helping you establish and promote your brand in your industry.
● Create your own strong brand and name.
● Personal branding helps you in promoting yourself.
● Factors should you consider when developing your own brand.
● Market yourself in the world.
● of credibility in business.
● Factors apply to credibility.
● Effective technique to establish credibility in an industry.
● Consequences of constructing your own in your career or path.
● Factors should you consider when deciding on a target market for establishing and promoting your brand.
Show resources:
https://brightray.com/
Gordon Van Wechel has built and sold three national companies as well as consulted with hundreds of local business owners in a variety of niches. He is the author of nine business books, and a frequent speaker at business growth events. He is passionate about bringing “big ad agency” strategy, tactics, and resources to local business owners.
For more than 17 years, Gordon has been helping hundreds of small to medium size businesses and professional practices develop marketing and business growth plans that have brought millions of dollars in added revenue. This has been accomplished through his agency, The Alchemy Consulting Group.
During the show we discuss:
● Why a business owner should look at their company the way a buyer would
● Why you need to have a sales funnel to capture leads and make more sales
● Recent marketing technology innovations that can benefit a local business
● Why has the online reputation of a business become so important
● What to know about Google ads to run a successful ad campaign
● Why you should be retargeting to people who visit your website
● Does a young business need an ad agency or any other agency?
● What alchemy is and what you need to know to help you grow
● The most important marketing tool a business needs today
● How to know if you have a defined or non-defined market
● How so many businesses waste their advertising dollars
● Does a local business need paid advertising to compete
● Marketing best practices for an early stage company
● How to determine your marketing strategy and plan
● How much should a business budget for advertising
● Why you should have a Google My Business profile
● Key business growth strategies for a local business
● The things you must have on your website
● How important social media marketing is
● How to determine your marketing spend
● How to drive traffic to your website
● How to know your customer avatar
Show resources:
https://www.thealchemyconsultinggroup.com/
https://www.alchemytransitions.com/
There are over 125 Fundability™️ factors banks, lenders, and vendors consider for funding. Join us and learn what you can do to get money to start and grow your business in 2022! 👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ======================== 💰 What You’ll Learn Today
💰 How to Get Fundable in 2022
💰 Fundable Foundation
💰 Other Fundability Factors
💰 Recap
Stefani Boyd is a Sacramento local serving those in California and those leaving California with their home mortgage needs. After a successful career in criminal investigations as one of the youngest criminal investigators in Sacramento County, Stefani went on to pursue her dreams of joining the family real estate business. She spent years learning the ins and outs of real estate and lending with her family brokerage. Now, Stefani has both her real estate and mortgage broker licenses and is the CEO of her own corporation.
During the show we discuss:
● How to get more buyers into contract in a competitive market & compete in a multi-offer situation
● How to help your buyers purchase a home with zero $ down how much can my buyers really afford
● The simple formula to calculate how much home your buyer can afford
● How to get a boost in your credit score & qualify for a home loan
● The secret formula for first-time home buyers to get approved
● The difference between being prequalified and preapproved
● How to know which home mortgage option is right for you
● How to get a mortgage without a credit score
● How to own a home for less than renting
● How interest rates affect your mortgage
● How to help veterans get into homes
● Different types of mortgage terms
● How to turn renters into buyers
● How to lock your interest rate
● Basic credit qualifications
Show resources:
https://www.stefaniboyd.com/
Cody Wittick is the Co-CEO at Kynship, the agency that is paving the way for the future of influencer marketing.
Prior to co-founding Kynship, Cody began his journey at QALO, the brand that created the silicone wedding ring. Over the course of 5 years, he built out a robust influencer program of 500+ influencers, all through the foundation of seeding, while also working with household names such as Lebron James, Jason Aldean, Mike Trout, and Dale Earnhardt Jr.
During the show we discuss:
● How an influencer is different from a brand ambassador
● Why focus on content creators first
● How influencer marketing works
● What influencer marketing is
● Who influencers are
Show resources:
https://kynship.co/
Are you looking for easy business loan approval? Just give me less than an hour of your time, and I’ll show 5 tips to help you easily get approved for business loans.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ========================
✅ What You’ll Learn Today
✅ More That Filling Out an Application
✅ 5 Tips for Easy Approval
✅ Choosing the Right Loan Option
✅ Recap
Dr. Nadia is a sales strategist, consultant, trainer, and founder of The Doyenne Agency. A sales agency that works with business owners, companies, and corporations to multiply revenue and awaken the consistent closer within your sales team using the Consistent Sales Method™. Nadia helps women learn to play the career game in business to advance their careers and professions.
During the show we discuss:
● How to use the internet and technology to start or grow your own relationship-based sales
● Keys to developing a strong connection and how does it benefit sales
● How to clinch a deal with a potential client without seeming pushy
● How to use social media to promote your relationship marketing
● Why courage may be the most critical sales quality we need
● Advantages and disadvantages of relationship-based sales
● Why should you have goals you track for your sales reps
● The most effective tactics for creating relationship sales
● The most important aspects of relationship marketing
● The secrets of relationship marketing success
● Steps to take to boost your relationship sales
● Why relationships are so important in sales
● Factors to promote relationship marketing
● How to decode someone’s buying process
● The #1 secret to relationship-driven sales
● How to turn self-doubt into confidence
● What to include in a sales process
● How to Hire the Right Sales Team
● Tactics for negotiating
Show resources:
https://thedoyenneagency.com/
Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world. As the host of his popular podcast, The Practical Wealth Show, and in his individual meetings with clients, Curtis teaches people that their number one financial asset is their knowledge. The more they know, the lower their risk, and the greater their chance of success over time. He feels strongly that financial products are simply tools. What makes the biggest difference in people’s lives isn’t the product, it’s how they use it. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. During the show we discuss:
● The most important financial lessons business owners should know
● The most important lessons to know about cashflow management
● Top things business owners should know about finances but don’t
● How to invest where you quickly accumulate recurring income
● Creative ways to manage home equity most don’t think about
● The biggest mistakes entrepreneurs make managing cashflow
● Why ignore financial products and focus on rate-of-return
● How to create your own private family banking system
● How to best manage debt and make it work for you
● How to use cashflow mapping as an entrepreneur
● How to properly invest the money you’re saving
● The best lessons to deal with business expenses
● How to start saving 15% of your gross revenue
● Best ways to reduce personal debt
● 5 principles of persona finance
● What cashflow mapping is
Show Resources:
www.practicalwealthadvisors.com
Are you wondering if it is possible to get business funding for your side hustle? Give me less than an hour of your time, and I’ll show you how you can do just that! If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
Key Moments in This Episode ========================
✅ What You’ll Learn Today
✅ Side Hustles Are All the Rage
✅ Set Up for Funding
✅ Expanding Your Hustle
✅ Funding a Going Concern
✅ Recap
Isaac Ho is a master sales and mindset coach and sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by transforming their mindset, emotions, and well-being.
Isaac started helping clients at 17 years old with their health. His drive to help clients led him to study with instructors and doctors in France, New Zealand, Mexico, Australia, and the U.S. He helped clients eliminate chronic pain, triple their income and even conceive the children they wanted. When he started to feel burnt out and overworked, he decided to redesign his business and sold his first $18k paid in full package. That’s when he started helping clients repackage their offers and sell high-ticket. His mission is to move entrepreneurs out of overwhelm and fatigue, fall in love with the service they provide and create a lifestyle of freedom and joy.
During the show we discuss:
● Most common reasons why most entrepreneurs fail to establish an entrepreneurial mindset
● How to improve your company market knowledge and thinking as an entrepreneur
● Roles social media play in cultivating an entrepreneurial mindset
● Most effective methods for developing a business mindset
● How to use an entrepreneurial attitude in your daily life
● Entrepreneurial mindset into practice in your daily life
● Helpful hints for fostering an entrepreneurial mindset
● Steps to take to develop an entrepreneurial mindset
● Actions to improve your entrepreneurial mindset
● Best way to assess your entrepreneurial mindset
● Business perspective to difference in the world
● How to cultivate an entrepreneurial mindset
● How to improve your company's reputation
● How to shift to business mindset
● Entrepreneur's secret
● Entrepreneur mind
Show resources:
www.isaachocoaching.com
Tiffani Higgins started the Stay at Home Bookkeeper Academy to teach thousands how to make money while pursuing the freedom in life they desire, whether working from home or on the road in an RV. Tiffani understands the importance of family, but never wanted to give up having a successful career. After pursuing an accounting degree, she struggled being a mother and a businesswoman at the same time. It took her years until she discovered an opportunity that changed her life, as well as her family's life. She now encourages anyone in the workforce to never settle, and knows first-hand that being your own boss gives you the best of both worlds, and gives you control of your life. She is passionate about teaching others how to pursue a career that provides a better life for themselves and their family and walk away from what has been holding them back.
During the show we discuss:
● The most recent programs that an employee can engage in to become an entrepreneur
● How to make the move from working for someone else to working for yourself
● Considerations to make when transitioning from employee to entrepreneur
● How to Transition from an Employee Mindset to an Entrepreneur Mindset
● The most common misstep in the shift from employee to entrepreneur
● The common reason why people get stuck being an employee
● The best strategies to develop an entrepreneurial mindset
● What type of mindset does it take to be an entrepreneur
● How tough is it to go from employee to entrepreneur
● How does a new entrepreneur find a suitable business
● How an employee becomes an entrepreneur
● Factors to consider to be an entrepreneur
● How to get rid of the employee mentality
● Tips for being a successful entrepreneur
● The main entrepreneurship mindsets
● How successful entrepreneurs think
● Traits of a successful entrepreneur
Show resources:
https://www.stayathomebookkeeper.com/start-a-virtual-bookkeeping-business
Are you in the trucking industry?
Just give me less than an hour of your time, and I’ll show you Your 5 Year Business Credit and Funding Roadmap.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths
During the show we discuss:
● The Ins and Outs of Starting a Trucking Business and Making it Fundable
● Details on How Your Trucking Business Can Grow and Thrive Over Time
● Business Financing and Credit Options as Your Trucking Business Matures
● More Business Funding Choices When Your Trucking Business Gets Big
● Strategizing a Smart and Profitable (Eventual) Exit Strategy from Your Trucking Business
Mark Lachance (Mr. Lucky), a serial entrepreneur, strategic thinker, and investor. He is a renowned figure in the business world, one who possesses a deep understanding of blitzscaling companies. Having owned and operated several businesses that have experienced hypergrowth through creative business development and lead generation, he is a master of sales and marketing and continues to apply and grow his expertise through current projects. He has had many successful exits, 4 which have resulted in public offerings.
Decades of business experience and great success does not come without some failure - Mark made a poor real estate investment in 2006 which led him to depression and near bankruptcy. He has suffered crushing defeats only to rise again and win!
During the show we discuss:
● The most important factors to consider while establishing a solid business foundation
● How to grow a small business to become one of the leading companies
● How can technology, particularly social media, help in chosen business
● The most effective strategies for starting a new business from scratch
● Basic strategies to increase the profitability of your business
● How to build a thriving small business from the ground up
● Factors that can assist you in growing your business
● The elements of a successful company strategy
● How to build from the ground up
● How to build a strong business
● How to build your business
● How to get customers
● How to run a business
● The success factors
Show resources:
https://marklachance.com/
Culin Tate is a serial entrepreneur, owner and host of eight Airbnb properties, Airbnb ambassador, short-term rental coach, author of Host Coach, and speaker. His mission is to share his experience, knowledge of specific tools and software, and the systems he has created to harness the unique opportunity of short-term rental investing so that others can enjoy a life of financial freedom to live their why. During the show we discuss:
● Why short-term/Airbnb investing is the most stable and efficient way to create wealth
● How to tap into the most stable opportunity for wealth creation of the decade
● The 4 pillars of short-term rental investing to create financial freedom
● How to Hack the Airbnb algorithm for listing placement and success
● The necessities and maintenance in short-term rental properties
● Tell me about your tech stack for automating success on Airbnb
● The key concepts for succeeding as a short term rental investor
● Why get into short-term rental investing in the country
● How COVID impact Airbnb investors and travelers
● How can Brand Superhost help with your success
● What is considered a short-term rental
● How to maximize my short-term rental
● Short-term rental vs. long term rental
● How to choose the right location
● Where to buy short-term rentals
● How to get the money to invest
● How short-term rental works
● What “Beyond Superhost” is
Show resources:
https://www.hostcoach.co/
Are you looking for business credit for the gig economy?
Just give me less than an hour of your time, and I’ll show you how to get business credit for your gig economy job.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● How Our Economy Has Become a Gig Economy
● How and Why Workers are Protecting Their Rights
● Why Incorporating is the Way to Go
● How to Use Fleet Credit to Finance Fuel and More
● How to Use Auto Financing to Get on the Road to Buying Your Next Auto, Truck, or Van
Chris Michael Harris (CMH) is the founder of Startup, an interactive, online learning platform that teaches entrepreneurs how to take an idea or an existing business and turn it into a highly successful + profitable company.
Having founded, bootstrapped, and scaled multiple startups to 7+ Figures in his mid-to-late twenties, Chris excels in taking concepts from idea stage to traction and growth in extremely rapid succession.
During the show we discuss:
● The most important factors to consider when creating a plan for a new business
● The most essential strategic plans for the organization as a whole
● The advantages and disadvantages of modifying a roadmap
● How does one go about creating an effective roadmap
● How a developing business's roadmap should be built
● The frequency at which roadmaps should be updated
● Factors to consider when creating your own roadmap
● Characteristics that distinguish an excellent roadmap
● The primary goal in developing a business roadmap
● Components that go into creating a roadmap
● The best methods for developing a roadmap
● Procedures involved in creating a roadmap
● How to create an ideal business roadmap
● Items to prioritize in a roadmap
Show resources:
https://chrismichaelharris.com/
www.heycmh.com
Alex founded DX Learning after seeing a gap in the marketplace for efficacy-based leadership training. DX is a partner in progressive leadership training that taps into the powerful combination of behavioral psychology and experiential learning, to expose and eliminate bad leadership and prepare leaders to put people first.
The workforce is changing before our eyes, and our organizations and leaders within, need to change with it or be left out. He is now a leading force in disrupting the leadership training industry with science-based methodologies that drive leadership self-awareness, emotional intelligence, inclusivity, and psychological safety that solves organizational challenges.
During the show we discuss:
● Differentiate venting vs. Gossiping in a psychologically safe workplace
● Creative ways to prevent isolation in virtual teams
● Best way to get honest feedback from your team
● How to create a workplace worth working for
● The value of embracing vulnerable leadership
● Signs and solutions for experienced burnout
● Importance of practicing what we preach
● How to set your leaders up for success
● How to reflect on yourself as a leader
● The power of knowing your people
● The golden rule of leadership
● Effective styles of leadership
● How to manage burnout
● Tips to be a better coach
● How to overcome biases
Show resources:
https://www.dx-learning.com/
@draperdexlearning LinkedIn
Want to see how you can earn 7 figures as a Business Loan Broker? Join us as we show you how to become a Business Loan Broker by accessing some of the most powerful tools in the industry!
During the show we discuss:
● Why working with business owners is a GREAT market
● How to instantly have viable funding options to offer
● What software to leverage for robust funding solutions
● How to get your new venture up and profitable FAST
● How you can affordably partner with Credit Suite to break into this lucrative in-demand business
Joe Camberato has a passion: Helping small businesses grow – really helping them grow.
His passion has defined an entrepreneurial journey that began in his spare bedroom in 2007 where, after discovering a world of private lending that few small business owners knew existed, Joe turned his fascination into a business. Its mission: understand a client’s needs, match them to the right lender, do it fast & with integrity.
Today, as the nation’s unrivaled FinTech Marketplace, National Business Capital & Services has secured over $1 Billion in business financing and embraced a visionary focus: Innovating the Way Entrepreneurs Grow.®
During the show we discuss:
● Where to look if banks reject your small business loan request
● Factors that keep you from getting a small business loan
● Ways for small businesses to improve creditworthiness
● Why loan denials happen and how to get approved
● How to determine the type of loan you can get now
● What’s happening currently with business lending
● Why your industry really matters to lenders
● How inflation affects the rates you’ll pay
● How to get an SBA loan
● Different types of loans
● What an SBA loan is
Show resources:
https://www.nationalbusinesscapital.com/
Galen M. Hair, Owner of Insurance Claim HQ is a property-casualty insurance attorney operating in more than seven states: Alabama, Louisiana, Texas, Atlanta, Georgia, Florida and Mississippi. Through property-casualty insurance claims, Galen and his team have helped over 800 families rebuild their homes and businesses. They have dedicated their practice to fighting for the rights of policyholders when they experience a loss due to fire, flood, hurricane, or from the insurance company not keeping their word.
Galen has been rated a Super Lawyers Rising Star and has been voted one of the National Trial Lawyers Top 100. To learn more about how Galen and his partner, Alexander Shunnarah, can help protect your family and business property from disaster, please visit their website: https://insuranceclaimhq.com
During the show we discuss:
● Why should you never let your mortgage company purchase your property insurance for you
● How to prevent yourself to be victimize by insurance fraud
● Types of insurance you should have but probably don’t
● Why insurance claims are not benefiting the consumer
● What to look for when buying an insurance policy
● How to protect yourself from insurance fraud
● The challenges in fighting an insurance fraud
● Why should you do an assignment of claim
● Different types of insurance fraud
● How to fight an insurance fraud
● How to hire a public adjuster
● How to spot insurance fraud
● What a public adjuster is
● What insurance fraud is
Show resources:
https://insuranceclaimhq.com/
www.apassociation.org
Are you trying to figure out how to get business credit without already having an established business credit score?
Join us in this episode and I’ll show you how to use the magic of tier 1 business credit vendors to do just that.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● Business Credit and Cake
● What are Tier 1 Business Credit Vendors?
● Examples of Tier 1 Vendors
Bill Woolsey is the President and Founder of FiveTwo Network, a network that equips faith-based entrepreneurs to launch a variety of sustainable start-ups. Bill began leading FiveTwo Network full-time in 2015 when the network launched StartNew, its “Mother Teresa meets a friendly Mark Cuban” training process that helps entrepreneurial leaders to grow their dreams into ministries, non-profits, and faith-based businesses. Over the past decade, Bill and his team have been able to make an eternal difference for communities in financially sustainable ways by helping their clients produce new and renewed homeless shelters, mobile medical clinics, churches, sports ministries, preschools, single mothers’ groups, recovery ministries, and coffee shops.
Bill is also the author of Seven Steps to Start, a practical how-to book written from a front-row seat of over 30 years of startup experience.
During the show we discuss:
● How your values play into the earned and donative income streams
● Things to consider when developing a fundraising campaign
● Why would a for-profit want to have donative income
● Why would a non-profit want to have earned income
● What do most successful fundraisers do successfully
● The most creative fundraising idea in pandemic
● Why create a digital fundraising campaigns
● What makes a good fundraising campaign
● Different fundraising activities you can do
● The common reasons why people donate
● Ways to encourage people to give more
● Fundraising strategies to do in 2022
● What value are donors seeking
● How to ask for donations
Show resources:
https://fivetwo.com/
Susan Laubach, author of the book, "Rumpelstiltskin's Rules for Making Your Farthings Grow" is an expert in personal finance and investing. She worked in the investment business as a stockbroker, a branch office manager and broker trainer for 15 years and has taught many levels of investment education to both adults and young people.
Susan’s book, “The Whole Kitt & Caboodle: a Painless Journey to Investment Enlightenment” (Bancroft Press:1996) was recommended by Economics America and called “The most well-rounded source of basic stock information and education” by Better Investing Magazine.
During the show we discuss:
● Why you always need to Understand How a Company Makes its Money
● How important is being slow but steady in your business journey
● How to avoid paying too much for shares of a company’s stock
● The difference between a loaner to and an owner of a company
● The risk and the things that can go wrong with an investment
● "Rumpelstiltskin's Rules for Making Your Farthings Grow"
● Why are earnings per share critical to understand
● How to identify your personal risk tolerance
● How to minimize the risks in an investment
● 7 Rules for Making Your Farthings Grow
● Why is diversify important in investing
● Strategies to be successful in investing
● How are stocks and bonds different
● How to find the right investment
● What to expect in an investment
● Tips for beginner investors
Show resources:
https://www.susanlaubach.com/
Are you looking for business travel credit cards?
Just give me less than an hour of your time, and I’ll show you the best business travel credit cards available right now, and how to get them.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● Forging the Ultimate Business Finance Tool
● Top Cards and How to Use Them
● What to Do if You Don’t Qualify
● Other Money Management Options
Sheevaun Moran is a Spiritual Warrior for Business Success and Growth while others call her their mentor/coach/ the secret ingredient for their success. She delve in to help folks on the path to BECOMING entrepreneurs and CEO’s.
She has used her unique formula to help over 25,000 entrepreneurs, CEO's and leaders achieve freedom, flow in the business and life; bringing them clarity, simplicity and profits.
During the show we discuss:
How electrical devices disrupt our own energy field and aurora
Why is having a good mindset important in businesses success
Proven and tested strategies to stay aligned to your goal
Why meditation is so important to success in business
Techniques you can use to easily get grounded
Benefits of having creative clarity in business
How to turn chaos into clarity in business
Why many businesses suffer in chaos
Ways to counter ADD and ADHD
The effects of chaos in business
Show resources:
https://www.sheevaunmoran.com/
Ryan Vice is the Co-Founder and CEO of Vice Software which provides cost-effective web development services. After gaining 20 years of experience in shipping software, six years in building high-velocity development teams, publishing two books, acting as lead architect for countless projects, and, being awarded Microsoft’s MVP award three times, Ryan decided to
transfer his skills to an entrepreneurial space.
Vice Software doesn’t operate like most development companies; instead, they utilize modern toolkits and a globally distributed team to bring clients impressive design at a reasonable price point. The unique structure of his team allows Ryan to remain very hands-on, helping to create architecture patterns, processes, and best practices that maximize velocity and ROI. Over the
past three years, Ryan has led Vice Software to 50% year over year growth as the team grew from 15 to 45.
During the show we discuss:
● How to make the software development process predictable and affordable
● The red flags to watch out for when hiring a software development agency
● The right software development strategy takes you from idea to asset
● How to build a software development team that fosters excellence
● When is the right time to build an app for your company
● Factors to consider in custom developing a software
● Hiring an onshore vs. Offshore software company
● When to invest in custom software development
● Why invest in a custom software development
● Keys to success before building your software
Show resources:
https://vicesoftware.com/
Checking your Business Credit Reports will empower you to maximize your business credit, but where do you start? Join us for this live presentation on How to Check Business Credit Reports where we show you the easiest ways to check your business credit and how to read your reports.
During the show we discuss:
● The Important Parts of Dun & Bradstreet Business Credit Reports
● What Really Matters in Your Experian Business Credit Reports
● The Most Vital Details in Your Equifax Business Credit Reports
● How You Can Monitor Reports at All Three CRAs For 90% Less
He’s the Owner of Bentley Fine Properties and an Award-Winning Dallas Real Estate Broker.
As one of Dallas' most aggressive real estate magnates in the making, Chris D. Bentley is quickly growing into one of the most popular people on social media. Through his social media posts and videos, we're able to experience what's it's like to be a Realtor®. During the show we discuss:
● How to Maximize Your Ability To Generate New Business At Open Houses
● How to persuade potential clients without being too pushy
● How to utilize the Internet and social media to sell homes
● How to Leverage The Reputation Of Your Brokerage Firm
● How to use video and virtual tours to market your home
● How to enhance your knowledge in the real estate market
● What makes some agents stand out more than others
● How to Make Your Social Media Content Stand Out
● How can social media be useful for your career
● The pros and cons of bringing a real estate agent
● The secrets of a successful real estate broker
● The most effective advertising techniques
● Essential sales tips for real estate agents
● Negotiation techniques you can share
● How to develop a niche as an agent
● What makes up a successful agent
● The best markets to be an agent
● Good source of leads
Show resources:
https://chrisdbentley.com/
https://bentleyfineproperties.com/
Luke Van Der Veer tried it all—affiliate marketing, network marketing, Facebook advertising and even selling products on eBay and Amazon. Although he got one of his side hustles up to $35K a month, he was still working seven days a week and reinvesting the money to grow his business. That’s when he came across a lead generation method called “Rank & Rent SEO” and spent thousands of dollars and months of his time refining the most effective system. By the six-month mark, he had entirely replaced his full-time income, finally quit his job at GE and has never looked back. One of his students, a concrete contractor, earns more than $20K a month from a single lead generation website.
During the show we discuss:
● How to build a passive income by generating leads for local businesses
● How to rent a site and forward leads to business owners
● The common reasons why you are not ranking in google
● How to generate thousands of qualified customers
● How to push the website to page 1 of google
● How to get the leads to the business owner
● How to choose a niche to rank and rent
● How to choose a business to work with
● Can rank & rent work for every niche
● Can you succeed without training
● How to rank and rent a website
● How does rank & rent work
● How to use website rental
Show resources:
https://www.websiterentalcoaching.com/
Are you looking for How to Set Up Your Office Space for Maximum Fundability? Just give me less than an hour of your time, and I’ll show you how the right setup for your office space can get you MORE business money.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● Setting Up Your Business to be Fundable
● How to Set Up Your Business Website for Fundability™
● How to Assure that Your Business Email Address Helps With Fundability™
● Why Your Business Phone Number Can Affect Fundability™
● Maximizing Fundability™ With Your Business Address
Brybe, Inc. was co-founded by Igor Fedenkoff - a serial entrepreneur with a decade long history of creating successful startups in the healthcare and hospitality verticals, improving brand image and revenue 10x. Igor provides a platform for remote professionals and social media influencers looking for opportunities for brand collaborations and on-going work gigs. Individuals and businesses that are interested in utilizing freelance professionals for digital creative services or influencers for social media promotion can access this platform as well. Igor also works with investors looking to be introduced to a profitable opportunity in the online marketplacesector.
During the show we discuss:
● Why did TikTok became the second most popular social network for influencer marketing in 2021
● How to choose the influencers – does only reach matter
● Why consider collaborating with micro-influencers
● Who crafts the message the buyer or influencer
● The 3 steps to take to get the right influencers
● How to find influencers suitable for your niche
● The latest of the influencer marketing world
● How to create influencer marketing strategy
● How to work with social media influencers
● How to measure influencers performance
● What’s next for the influencer marketing
● Macro-influencers vs. micro-influencers
● How to start with influencer marketing
● How big the world of influencers is
Show resources:
https://brybe.com/
Jonathan Hung is a transformative Los Angeles angel investor and venture capital partner who believes in a bright future for businesses seeking to broaden their horizons in North America and Asia. In support of this mission, he serves as Co-Managing Partner at Unicorn Venture Partners and Senior Venture Partner and Head of Due Diligence at Expert Dojo providing a hands-on approach to supporting companies by offering his strategic expertise and operations management.
During the show we discuss:
● What an angel investor is and how can they help your startup business
● The difference between angel investors and venture capitalists
● What investors look for in founders to want to invest
● What ideas attract potential investors
● Why some businesses should not take venture capital funding
● How to become an angel investor
● Why should you work with an angel investor
● Why your business still needs a business plan
● The startup funding stages
● The perfect startup pitch deck look like in an angel perspective
● Top tips for an elevator pitch
● What investors consider before investing in startups
● How to tap into the expertise of your angel investor
● How to negotiate with an angel investor
● Where to find angel investors for my startup
● What do angel investors look for in a startup
● Top questions to ask your investor before accepting the check
Show resources:
https://jonathanhung.com/
Are you looking to use balance transfer credit cards to help put your business in a better position? Just give me less than an hour of your time, and I’ll show you how balance transfer credit cards can be a powerful tool in your business IF you use them correctly.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● Balance Transfer Credit Cards Can Be a Powerful Tool
● How to Use Balance Transfer Credit Cards Wisely
● How to Find the Best Balance Transfer Credit Cards for Your Business
● Best Business Transfer Credit Cards Right Now
Donna Serdula, founder of Vision Board Media and LinkedIn-Makeover.com pioneered the concept of LinkedIn profile optimization, realizing early on that the LinkedIn profile was so much more than just an online resume. She is the author of the book “LinkedIn Profile Optimization For Dummies,” published by Wiley. Donna and her team have helped thousands of executives, entrepreneurs, sales stars, business leaders, and professionals from around the world create professionally branded LinkedIn profiles.
During the show we discuss:
● “LinkedIn Profile Optimization For Dummies”
● Why use LinkedIn for career development and business growth
● How to use LinkedIn Effectively
● What background image to use for your LinkedIn profile
● The importance of branding consistency
● What to include in your name field in LinkedIn to show up in more results
● Why the headline section on LinkedIn is so important
● How to optimize my LinkedIn Profile
● Tips to optimize a LinkedIn Profile
● How to start building Personal Branding
● Factors to a successful LinkedIn Profile
● How to showcase your expertise
● The ways LinkedIn drive more traffic to your website
● What kind of posts will get you the most engagement
● How to increase your LinkedIn engagement?
● What factors attracts client in LinkedIn
● What are some LinkedIn Marketing hacks to grow your career and business
Show Resources:
LinkedIn-Makeover.com
https://donnaserdula.com/
Chris Wise built several companies early in life and learned from rapid growth, failures and eventually burnout. This journey gave Chris the opportunity to evaluate the business approach and personal development needed for sustainable health and success. After selling 2 national businesses, Chris’ focus has been on delivering a fresh sense of clarity and experience to business owners, helping them bring profitability and balance to their vision. During the show we discuss:
● What can happen when business goes wrong?
● Lessons learned from going to prison then restarting as an entrepreneur
● How to learn your biggest lessons from your biggest failures
● What conscious capitalism is
● The difference between an ethical company and a conscious company
● Importance of conscious capitalism
● The advantages and disadvantages of conscious capitalism
● How to practice conscious capitalism
● The principles of conscious capitalism
● Is conscious capitalism sustainable?
● How to scale and grow stakeholder capitalism and impact investment
● How to understand and overcome burnout in business today
● How to move from avoidance to tolerance to embrace in your business life
● How to Use LQ and Metrics for Greater Impact
● How to create a scalable foundation for growth
● How to integrate LQ into the fabric of your culture
Show resources:
https://wiseprofits.net/blog
wiseprofit.net/impact
https://thelovequotient.org/
David Meyer is the managing principal of Meyer Wilson, a national law firm he founded to represent investment fraud victims in their fight against deceptive brokers. Meyer Wilson is one of the nation’s leading investment fraud firms, recovering millions of dollars for clients throughout the last 20 years. David is currently the president of two bar associations: the Public Investors Advocate Bar Association and the Ohio Association for Justice. Included in The Best Lawyers in America®, David has also been twice named “Lawyer of the Year'' by the publication in his practice area and location.
During the show we discuss:
● Fighting fraudulent financial advisors
● “Record-breaking jury verdict”
● Steps to take before hiring a financial advisor
● How to minimize their chances of working with a bad broker
● The warning signs of “possible fraudsters”
● The most common types of misconduct you’ve discovered in your line of work
● What good investors look like
● If someone already has a financial advisor or investor working for them, how might they be able to tell if they have already fallen victim to fraud
● What to recover their losses
● What evidence might someone need to gather to build a case against a fraudulent financial advisor
● More memorable cases
● Why investment scam complaints are up
● How social isolation increases the risk of investment fraud
● What Can Investors Do Now to Recover Losses From the COVID-19 Stock Market Crash
Show resources:
https://www.investorclaims.com/
https://brokercheck.org/
Are you looking for a comprehensive business credit bureau breakdown? Just give me less than an hour of your time, and I’ll show you an easy-to-understand business credit bureau breakdown.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● What Dun & Bradstreet is all about
● How Experian differs from the other business credit bureaus
● How Equifax uses utility data
David Meyer is the managing principal of Meyer Wilson, a national law firm he founded to represent investment fraud victims in their fight against deceptive brokers. Meyer Wilson is one of the nation’s leading investment fraud firms, recovering millions of dollars for clients throughout the last 20 years. David is currently the president of two bar associations: the Public Investors Advocate Bar Association and the Ohio Association for Justice. Included in The Best Lawyers in America®, David has also been twice named “Lawyer of the Year'' by the publication in his practice area and location.
During the show we discuss:
● Fighting fraudulent financial advisors
● “Record-breaking jury verdict”
● Steps to take before hiring a financial advisor
● How to minimize their chances of working with a bad broker
● The warning signs of “possible fraudsters”
● The most common types of misconduct you’ve discovered in your line of work
● What good investors look like
● If someone already has a financial advisor or investor working for them, how might they be able to tell if they have already fallen victim to fraud
● What to recover their losses
● What evidence might someone need to gather to build a case against a fraudulent financial advisor
● More memorable cases
● Why investment scam complaints are up
● How social isolation increases the risk of investment fraud
● What Can Investors Do Now to Recover Losses From the COVID-19 Stock Market Crash
Show resources:
https://www.investorclaims.com/
https://brokercheck.org/
David Meyer is the managing principal of Meyer Wilson, a national law firm he founded to represent investment fraud victims in their fight against deceptive brokers. Meyer Wilson is one of the nation’s leading investment fraud firms, recovering millions of dollars for clients throughout the last 20 years. David is currently the president of two bar associations: the Public Investors Advocate Bar Association and the Ohio Association for Justice. Included in The Best Lawyers in America®, David has also been twice named “Lawyer of the Year'' by the publication in his practice area and location.
During the show we discuss:
● Fighting fraudulent financial advisors
● “Record-breaking jury verdict”
● Steps to take before hiring a financial advisor
● How to minimize their chances of working with a bad broker
● The warning signs of “possible fraudsters”
● The most common types of misconduct you’ve discovered in your line of work
● What good investors look like
● If someone already has a financial advisor or investor working for them, how might they be able to tell if they have already fallen victim to fraud
● What to recover their losses
● What evidence might someone need to gather to build a case against a fraudulent financial advisor
● More memorable cases
● Why investment scam complaints are up
● How social isolation increases the risk of investment fraud
● What Can Investors Do Now to Recover Losses From the COVID-19 Stock Market Crash
Show resources:
https://www.investorclaims.com/
https://brokercheck.org/
Are you looking to win lucrative government contracts for small business?
Just give me less than an hour of your time, and I’ll show you how you can win lucrative government contracts for small business.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● What government contracting is all about
● How to tell if your business has what it takes to get government contracts
● How the SBA offers counseling to small businesses
● How to win government contracts
Mike Sowers is a licensed contractor and broker in the state of Minnesota. He holds the CCIM designation, which is the highest designation you can achieve in commercial real estate. After investing in residential real estate through flipping, wholesaling, and rentals for over twelve years, he was sick of overnight HGTV “experts” and ready for something bigger. A lot bigger. So he sold his multimillion-dollar remodeling business, modified his residential investing system for commercial use, and added an extra digit to every deal.
Today, Mike is the CEO and founder of Commercial Investors Group and the host of the CREative Commercial Real Estate podcast, sharing his methods for graduating from residential to commercial investments using equity partners. He has a platform called Commercial Investing Mastery that helps students nationwide learn how to follow the exact methods he teaches in this book.
During the show we discuss:
● Why choose commercial real estate to invest
● Which is more profitable: leasing or selling a commercial property? Why?
● How to get the capital you need to get into commercial real estate
● How to build an investment strategy?
● How to assess a commercial property to determine its potential worth
● Every property is bound to need some sort of repair. When analyzing the property for potential profit, which types of repairs are worth the cost?
● What is an equity partnership?
● How to establish equity partnership
● How to find investors, pitch them, and get the equity funding you need for your deals
● What are “asset management systems”
● How to put asset management systems into practice
● What Commercial Investing Mastery is and who would benefit from this platform
Show resources:
https://www.commercialinvestorsgroup.com/
Are you looking for how to Get a Business Credit Card Bonus? Just give me less than an hour of your time, and I’ll show you all about getting a business credit card bonus.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● Credit Cards with Generous Bonuses and Low Required Spend
● Business Credit Cards with Cash Back Bonus Offers
● Credit Cards with Little-Known Bonus Offers
Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high yielding passive investment backed by residential real estate.. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can.
During the show we discuss:
● Why real estate funds are one of the best alternative investments you can make
● How to Diversify your portfolio with Real Estate
● What is needed before getting into real estate investing
● How to invest in real estate without the hassle
● Can I begin real estate with no money? If so, how?
● How to finance the first real estate deal I find
● Helpful tips for new real estate investors
● How to find leads for my first deal
● How to invest through self-directed IRA’s and 401k’s
● The most important factors in real estate investments
● The proven real estate strategies
● How to choose the best real estate strategy for me
● How to maximize my investment property profits
● What is the future of residential real estate markets
Show resources:
https://securedinvestmentcorp.com/
Do you want to Get Moving with Business Credit for Sprinter Vans? Just give me less than an hour of your time, and I’ll show how you can get sprinter vans for your business.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
👉 Find Your Next Business Loan at: https://crdt.st/udFBg
During the show we discuss:
● Building Business Credit with Vendor Credit Accounts
● Business Credit Benefits
● Three Great Business Credit Vendors to Fuel and Maintain Your
● Sprinter Vans
● Fleet Credit and Vehicle Financing
● Sprinter Vans and Business Credit: Together
● PG and No-PG (Personal Guarantee) Financing
Kirk Cooper, the CEO of Ecom Automation Gurus. Kirk was a former high school teacher who got tired of the 9-5 life and decided to take a leap of faith and build his own company from the ground up. Now, EAG builds fully automated eCommerce stores for its users, supplying them with all of the manpower and tools to run their business, passively. Kirk has already been featured in Yahoo Finance and is an esteemed Entrepreneur.com contributor.
During the show we discuss:
● The major areas of operation for profitable automation in e-commerce
● How to achieve workflow automation in an e-commerce environment
● Successful e-commerce businesses have in common
● What is needed to start your e-commerce store
● How to find for products to sell on Amazon
● The right way to build your Amazon Store
● How to automate your Amazon Business
● Why is Amazon a good source of income
● The strategies to boost customer loyalty
● Importance of e-commerce automation
● The biggest e-commerce challenges
● Tips for a startup Amazon Business
● How to optimize your listing pages
● How to start an E-commerce store
● Where to get the products to sell
● The ways to attract customers
● How to accelerate your sales
Show resources:
https://ecomautomationgurus.com/
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● How Fundability™ makes a difference for building business credit
● Seven terrific vendors to help you kick off the business credit building process
● Why monitoring your reports matters, and how to get monitoring through Credit Suite for 90% less
As president of Safe Harbor Retirement Planning*, Mark has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.
Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey. Mark has been featured in the Wall Street Journal, ABC news.com, FOXNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO. He is also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager Award.
During the show we discuss:
● What’s happening now with inflation
● How disruptions in supply and demand are affecting entrepreneurs
● How long we can anticipate inflation will have a big impact
● What’s happening with social security and what can we expect
● What’s happening with the markets and what to expect in the future
● What’s happening in the real estate market and what to expect in the future
● 7 key steps to take to not outlive your money in retirement
● When is the right time to take money out of retirement
● How social security really works
● How much you can maximize the amount you get from social security when you retire
Show resources:
http://www.55retire.com/
Do you want to learn how to use your business credit to keep growing your business? Just give me less than an hour of your time, and I’ll show you how you can use your strong business credit profile to unlock the power of advanced business vendors.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● A Rarely Discussed Benefit of Business Credit
● Practical Examples
● What Is Available
Dave Finberg is a top digital marketing expert who has been making websites since he was 9 years old. In 2015, Dave founded Peaks Digital Marketing, and has generated tens of millions of dollars in revenue for his clients. His passion is growing small, medium, and enterprise businesses with data-driven ROI-centered strategies. As a "Digital Sherpa", he helps guide clients towards the best online paths for the success of their business. To Dave, success is making an impact on other’s lives while being able to do what you love.
During the show we discuss:
● Top SEO trends for 2022
● The art of ranking on the first page of google do to your business
● How to elevate your business with SEO
● The ways to measure your business’ online performance
● The common mistakes on why isn’t a business ranking on google
● The importance of creating an SEO roadmap to guide
● How to align data & your goals for scalable success
● How to create strategic, timely & measurable ROI-driven results
● The ways to make your content more readable
● Which SEO factors are not in your control
● Tips in searching for the keywords to use
● What link building is and why it matters
Show resources:
https://www.peaksdigitalmarketing.com/
Are you looking for credit line hybrid financing? Just give me less than an hour of your time, and I’ll show you how to get business financing with our credit line hybrid program.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● How to leverage good personal credit as an asset for business financing
● What to do if you don’t have good personal credit
● How to best use a credit line hybrid in your business
Kelley Cunningham, is a Life coach, motivator, and Author. The powerful energy of joy lifted her spirit to soar in spite of the fact that her family’s perfect life abruptly vanished the moment her incredible husband Jeffery, amazing dad to their three awesome kids, love at first sight-soul mate—suffered a traumatic brain injury (TBI). At the same time as his 27-month road to recovery, a series of overwhelming life circumstances and tragedies tried their hardest to suffocate her faith with fear and steal her joy through sorrow. But she fiercely fought back!
Through the course of Jeffery’s recovery, she certified as a professional life coach and started JoyINC Incorporated. She steadily growing an organic social media platform with over 6k followers on Instagram. She had been invited as a “Joy Expert” to speak in several podcasts, interviewed live by an Instagram account with 46k+ followers & their interview was one of her highest viewed) She was featured in the online magazine—Positivity. As well as being invited to write a piece in the published book— Unzenable.
During the show we discuss:
● Investing in yourself
● Why invest in yourself first before investing in a business
● The impactful ways to invest in yourself
● What can developing your skills do to your life and business
● The different ways to develop yourself
● Is a life coach necessary
● How to realistically set your goals
● How to find motivation in what you do
● How important is giving yourself a break
● How can health affect your life and business
● Tips in investing in your physical health
● The benefits of being optimistic in business
● The benefits of being future-oriented
● Strategies to invest in your future
Show resources:
https://www.kellycunninghamcoaching.com/
During the show we discuss:
● Building Your Commercial Fleet While You Build Your Business and Its Credit
● Get a Look at Three Vendor Credit Accounts We Love
● How to Get the Most Out of Fleet Credit and Vehicle Financing
● What Turo is All About and How Turo, Business Credit, and Business Ownership Work Together
● PG (Personal Guarantee) vs No PG (Personal Guarantee) Financing
Sam Palazzolo is the Founder/Managing Director at Tip of the Spear Ventures, a Private Equity firm that provides early-stage Entrepreneurs with venture capital, has a holding portfolio from Mergers & Acquisitions, and conducts Business Funding services.
During Sam’s time at Tip, he and his team built the organization into one of Venture Capital’s favorite firms, a sustainable leader, and an innovation early-adopter, dramatically increasing customer satisfaction and growing financial results for the companies they help grow. His greatest achievement, however, may have been to make himself a better leader: he decided to work on his leadership skills relentlessly, and grow the next generation of leaders.
During the show we discuss:
● Post-Pandemic Leading and Managing People
● What do venture capitalists look for in leaders when they acquire businesses
● Why clarity on strategy is so important
● Some effective ways to lead business
● How do successful leaders adapt to a virtual world
● How to prepare for uncertainty
● How to create and lead high-performing teams
● Some essential skills for a leader in the Digital Age
● Strategies to make an effective decision making
● How to avoid biases when making any decision
● How to strategically plan the team’s next steps for the company’s growth
● How to cultivate next generation leaders
Show resources:
https://tipofthespearventures.com/
During the show we discuss:
● What You Don’t Know About Small Business Grants
● Free Doesn’t Mean No Cost
● Who Gets the Grants
● Best Options for Small Business Startup Grants
Brandon Wilson is one of the world’s best communicators and a sought-after executive
consultant. His impact has helped leaders realize daring pursuits — from building
college campuses to addressing global wealth disparities. But more than this, Brandon
is a survivor of leadership sabotage. His bout with betrayal, theft and deceit cost him
more than $600,000 and threatened his livelihood in an unthinkable way. Brandon’s
experience has taught him that despite a leader’s talent level, having an inability to
survive leadership sabotage can stop anyone from realizing their full potential.
During the show we discuss:
● The core responsibilities of a leader’s leader
● The most important leadership skills
● Important values as a leader
● How to overcoming barriers to leadership
● How to achieve transformational impact
● How to lead in a way that shapes legacy
● How to lead with authenticity and transparency
● Some organizational behavior and ethics
● The most important thing in creating a positive culture
● Ideation and entrepreneurship of a leader’s leader
● How to delegate tasks/responsibilities efficiently
● Strategies to handle challenges as a leader and conflict in your team
● How leaders find the right solutions
● How to motivate a leader as their leader
● How do goals help you become a better leader
Show resources:
http://brandonwilson.co/
During the show we discuss:
● How Venture Capital and Alternative SBA Loans Work
● The Differences Between Equity Crowdfunding and Reward-Based Crowdfunding
● How Peer to Peer and Online Lending, and Private, Federal, and Local, City, and State Grants Can Help Your Business
● Exactly Why Angel Investing is a Great Solution for So Many Business Owners… Like You!
Top 100 Yahoo Finance in 2020, Brandon Elliott is a leading authority on real estate and credit. He is experienced and proven in utilizing credit to invest in real estate and implement the "BRRRR Strategy." Brandon has a thriving credit repair and tradelines company but prefers teaching people the credit hacks he's been applying for years such as building huge credit lines for both personal/business up to 7-figures and manufactured spending techniques- showing ways to create millions of points equivalent to cash, free travels, and even buying properties using credit cards. From the credit knowledge that is taught in his Elite Credit Course, Brandon was able to liquidate $200K+ for a safety-net when purchasing a 4-PLEX in one of the most desirable locations in San Diego, just 8 minutes walking distance from the famous San Diego Zoo. His passion in helping others reach their financial freedom too, led Brandon to host "Ready. Set. Go. Real Estate Investing" podcast every Monday sharing how you can invest in real estate successfully with little to no money utilizing credit. Brandon has completed numerous Fix & Flips locally in San Diego as well as across the country out of state virtually with his worst project still being 60% cash-on-cash ROI.
During the show we discuss:
● How to get very high limits on credit cards
● Why you should ask for credit limit increases every 6 months
● Why using the credit you get is essential to getting higher limits
● Why to avoid hard-pull inquiries on your credit report
● Why you need to speak to underwriting not the first person who answers
● How to speak to underwriters to get them to give you higher limits
● How to turn denials into approvals
● How to determine the best kind of credit card to apply for
● How to us credit cards to buy properties
● How to cash out credit cards at 0%
● The best way to pay to rehab a property
● A cool hack to not be taken care of by contractors
● How to find the best renters for your properties
● The lenders who are the easiest to get cash out refinances from
Show resources:
https://www.brandonelliottinvestments.com/
creditcounselelite.com
During the show we discuss:
● How to Think Like a Lender: the 3 Cs Capital Acquisition Formula
● Our Four Top Choices for Business Funding with Collateral
● What’s So Special About Our Credit Line Hybrid
● How Building Business Credit and Getting Vendor Credit Will Get You More Money Now…
● … and Later
Ty Morgan, is the Founder of Infinite Planning, where his goal is to educate and inspire individuals to take control of their financial lives through proper education and coaching methods. Ty also recently founded the nonprofit organization, Silent Guardian-Angels, Inc. and he is here today to share his and his family’s incredible story of overcoming incredible odds and how financial freedom allowed that possibility.
During the show we discuss:
● Financial freedom
● What infinite banking is and how to use it for financial freedom
● Common reason on what is keeping people to achieve financial freedom
● What the Austrian School of Economics is and how can it help with your journey towards financial freedom
● How to inflation-proof your life and why you need to start protecting your wealth now
● Tips in creating financial planning
● Strategies to become debt free
● Things to consider when making your financial plan
● How to set your financial goals
● Steps to start taking right away to reach financial freedom
● The habits that will help you reach financial freedom
● What passive income is and how to maximize its benefits
● How to achieve financial freedom in no time
Show resources:
https://infiniteplanning.org/infinitebanking/
https://infiniteplanning.org/
During the show we discuss:
● Your Business Credit Building Timeline and Why Getting Fundable is Job One
● How to Make Sure Everything From Your Business Name to Your Business Email Help You Get Money
● The Connection Between Your Secretary of State’s Office, Incorporating Your Business, and Your D-U-N-S Number
● Why Establishing Positive Payment Experiences and Working With Vendors Which Report Will Shorten Your Business Timeline for Credit
Nick Kosko, is a former pilot who knew there had to be a better way to become financially free and provide for his family. After interviewing several traditional financial advisors and rejecting that path, Nick came across Infinite Banking and changed his life for the better. By understanding how banks work and how he could be his own banker, Nick was able to get his passive income to exceed his ideal standard of living. Now, as a Wealth Strategist at CreateTailwind, Nick educates, motivates, and inspires people to take back control of their money.
During the show we discuss:
● What does it mean to become your own banker
● Hope is not a strategy, becoming your own banker is
● How infinite banking works
● Some myths behind being your own banker
● The benefits of becoming your own banker
● Advantages of becoming your own banker
● How to become tax invisible
● The challenges in becoming your own banker
● Who will perform the bank functions
● How to become your own banker
● The potential sources of capital
● How to create your own banking system
● How to design an insurance plan that solves the banking function
● How to create and focus on eternal cash flow rather than retirement
Show resources:
https://createtailwind.com/
During the show we discuss:
● The Surprise Connection Between Vendors and Business Credit
● What Type of Vendor Helps Build Business Credit?
● How Do You Find the Right Kind of Vendors?
● A Few Good Options to Get Your Started
Jesse Krieger sits squarely at the intersection of publishing and promotion – having signed two publishing deals on two different continents and navigated the world of becoming a best-selling author twice. It has been his honor to publish 100+ books during his 6-year tenure as founder & publisher of Lifestyle Entrepreneurs Press - The Publisher for The Passionate.
In addition to being featured on over 50 media outlets for his best-selling book Lifestyle Entrepreneur, Jesse has been an entrepreneur his entire adult life and holds degrees from University of California, Berkeley, as well as National Taiwan University and Beijing Normal University.
During the show we discuss:
● Why write a book
● How to make your book your best business development tool
● The Evergreen System to write a great book that will stand the test of time
● Tips in choosing what to write
● How to write a best-selling book even if you’re a bad author
● Tactics to write a book without taking a lot of time to do it
● 3 options to get your book published
● The steps to take to have your book published
● How books get published: traditional vs. hybrid publishing
● The pros and cons in of self-publishing a book
● Things to consider when publishing a book
● How to make $10,000+ before your books hit shelves with a pre-launch campaign
● The best way to market your book
● How can pre-selling of your book determine your success
● Importance of landing major media
● How to make your book the hook to landing major media
● How to leverage your business with your book
Show resources:
https://www.lifestyleentrepreneurspress.com/
During the show we discuss:
● Shocking Facts about Business Credit
● Secret Tips for How to Build Business Credit
● Where to Get Help to Build Credit for a Business
Sandy Sanders is an entrepreneur, business leader, and career strategist, passionate about helping professional women experts and digital entrepreneurs Level Up in their career and business and Secure That B.A.G - Bodacious Ass Goal!
Sandy made that Magic Leap out of Corporate America in 2019 from a Fortune 10 company to building a multi-six-figure business as an Author, Speaker, Consultant, and Coach helping her clients accelerate their growth, propel them into their future, and build the business of their dreams. She is an expert at driving sales execution, transitioning low to high-performing teams, and helping sales organizations achieve operational excellence. Sandy is the recipient of an Outstanding Career Achievement STEM Award by Women of Color Magazine as an influential trailblazer of change for several Fortune 100 companies including IBM, American Express, MetLife, and AT&T.
During the show we discuss:
● How pandemic affect businesses
● How to navigate the great resignation
● How business become recession-proof
● How to make your business recession-proof
● Tried and tested strategies to recession-proof your business
● The 3 “P’s” purpose, plan, preparation to grow
● Tips on how to survive a recession
● How to reestablish your business after recession
● How to set a realistic goal after recession
● The benefits of goal setting
● How to secure your goals for your business
Show resources:
https://sandysandersconsulting.com/
https://www.linkedin.com/showcase/careerchic/
www.magickleapblueprint.com
During the show we discuss:
Your Business Credit and Funding Roadmap
Phase 1: Setup and Launch – Including Funding Options
Phase 2 Development – Including Credit Options
Phase 3: Growth – Including Goals for Credit
Phase 4: Maturity– Including Goals for Funding
Phase 5: Exit
Shawn Khorammi is a serial entrepreneur, having started and managed more than a dozen businesses, up to $100 million in revenue, involving products and services across a wide range of verticals. In the process, he has managed thousands of employees servicing tens of thousands of customers, large and small, from consumers to small to medium-sized businesses and even governmental entities. He has formal education and extensive hands-on experience in business operations, strategies and planning, marketing, sales, finance, legal, and human resources. He has obtained university diplomas in mathematics, economics, and computers, and earned a law degree.
During the show we discuss:
● Why your product is not your business, but your business is your product
● How to build a business model and roadmap to success
● How to determine where to get capital to grow
● How to create your business plan
● The step-by-step process to build a plan that can help you grow quickly
● How to become an effective CEO and leader
● How to determine what products to sell and how to name and sell them
● What to learn about why some businesses thrived during COVID
● How to determine the lifetime value of a customer to your business
Show Resources:
https://www.khorramiconsulting.com/
During the show we discuss:
● Different Kinds of Rewards Business Credit Cards
● Rewards Business Credit Cards with Low APR
● Rewards Business Credit Cards with Low Minimum Spend to Get a Bonus
● Rewards Business Credit Cards with a Generous Bonus After Meeting Minimum Spend
● Rewards Business Credit Cards with Generous Point Multipliers
● Rewards Business Credit Cards with No Cap on Cash Back Earned
● Rewards Business Credit Cards with Varied Travel Benefits
● Rewards Business Credit Cards For Startups
● Rewards Business Credit Cards with Merchant Rebates
He has personally delivered more than 1,900 full-day sessions for more than 135 companies, helping them implement EOS. He is also the author of the award-winning, best-selling book Traction: Get a Grip on Your Business, as well as Get a Grip, Rocket Fuel, How to Be a Great Boss and What the Heck is EOS?, which have sold more than one million copies.
Gino is the founder of EOS Worldwide, an organization that helps tens of thousands of businesses implement EOS with the aid of an international team of over 350 professional and certified EOS Implementers and online support. There are over 100,000 companies using the EOS tools worldwide.
Gino is now devoting time and energy toward helping entrepreneurs-in-the-making get a huge jump-start on taking their entrepreneurial leap, which is why he created Entrepreneurial Leap. The mission of Entrepreneurial Leap is to find all of the entrepreneurs-in-the-making, at any age, wherever they are—to help them realize their purpose and live the life they were born to live.
During the show we discuss:
● The core characteristics successful entrepreneurs have
● How to know if you have the traits successful entrepreneurs have
● The 6 characteristics that successful entrepreneurs have
● Where you are on the entrepreneurial range
● How to recognize the type of entrepreneur you are and own it
● How to determine the best industry you should build a business in
● How to decide the type and size of company you should be building
● How to determine if you should be selling products or services
● Should you be selling B2C or B2B
● How to decide if your business will be high-cost low volume or the opposite
● How to know how big of a company you really want to build
● 8 critical mistakes most entrepreneurs make and how to avoid them
● How to live in entrepreneurial heaven not hell
● How to avoid the mistake of hiring the wrong people
● How to develop your company core values
● How to truly understand who your customer is
Show resources:
https://e-leap.com/
During the show we discuss:
● Brex for Business Money Management
● Divvy for Business Money Management
● Building Business Credit
Jack McColl, the founder of Credit Stacking, has been featured on MarketWatch, Disrupt Magazine, Yahoo Finance, and many other publications and podcasts for his knowledge and in-depth understanding of the credit stacking strategy. Jack has mentored thousands of entrepreneurs and been a part of growing multiple 7-figure businesses.
During the show we discuss:
What credit stacking is and how to use it to fund your business
The benefits of having a business credit card
How to get approved for so many cards with such high limits
How to get 0% financing for up to 18 months
How to get approved for multiple cards from the same bank
How to take cash out of credit cards at 0%
How to get hundreds-of-thousands in NO DOC funding
Exactly what it takes to get approved for credit stacking
How to develop relationships with lenders to get even more money
How to use relationship managers to get maximum funding
How to get past computer algorithm to get higher approvals
The factors that determine how much you’ll get approved for
How to choose the amount of credit you get
How to get multiple rounds of funding
How to get max points on the cards you use
Show resources:
https://www.creditstacking.com/
https://www.instagram.com/kingofdebt/
https://go.creditstacking.com/start-case-study
Karl Maier has been successfully helping business owners transform from a limiting single manager mode to a scalable management team mode so they can continue to grow their companies.
In his various roles over the past 25 years, he has led 6 established companies to double sales in 2 years including one that continued to grow sales by a factor of 7X in 4 years. Leveraging his successes, Karl developed the Abunden Framework© and led the development of the practical management tools in the Abunden Tools App that helps companies build an engaged team to grow their business.
During the show we discuss:
● The biggest struggles entrepreneurs face when scaling management
● How big a team must be to put a leader in place
● How to become a better leader to be able to manage larger teams
● How to jump from doing it yourself to delegating to others
● How org charts can help you find the right person in the right role
● The examples of proven approaches of leaders
● The most effective leadership styles
● Why behavior feedback to improve quickly
● The most important attributes of successful leaders today
● What tools are necessary to effectively grow a management team
● When you should create the core values of your company
● The most challenging part of leading a management team
● How to achieve objectives in a fast-paced environment
● How to keep your team motivated despite conflicts and obstacles
● The common reasons why a leader fail
● How to prevent from failing as a team
● How to lead your team with tangible tools
● How to build habits for success
● How to get all team members to be onboard with the same goal/plan
● How to encouraged the learning and development of employees
Show resources:
https://abunden.com/
During the show, we discuss:
● The Difference Between Authorized Credit Card User and Cosigner
● A Warning Against Buying Tradelines
● Building Business Credit
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 year before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission.
During the show we discuss:
● What Infinite Banking is
● How Infinite Banking Concepts works
● The pros and cons of Infinite Banking
● How to invest the right way to obtain financial freedom
● Why infinite banking makes good financial sense
● How to benefit from the Infinite Banking Concept
● How soon can I take out a policy loan
● The guaranteed interest rate on these Infinite Banking policies
● Are whole life insurance premiums flexible
● Is my death benefit guaranteed
● Why use whole life for Infinite Banking and not Indexed UL
● How to pay a policy loan back
● Do I have to fund a whole life policy for my whole life
● Does the life insurance company keep my cash value when I die
Show resources:
https://www.wealthwithoutwallstreet.com/passport
https://www.wealthwithoutwallstreet.com/freecall
Gil Baumgarten, one of the nation’s top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron’s.
Distinctions aside, Gil’s affinity for precision and detail reveals itself in his daily life as well.
During the show we discuss:
● The good, the bad, and the ugly in Wall Street investment
● “The house always wins.”
● What the brokerage ecosystem look like
● The differences between brokerage and advisory systems
● The most important new SEC regulations for us
● Brokerage tactics that make your portfolio inefficient and put you at a disadvantage?
● Common self-destructive tendencies that make every investor vulnerable to brokerage firm schemes
● How to walk away from the FOOLI$H routes investors so often take
● Tips for better investment results
● The best practices in investing
● Finding your investing style
● Successful investors have in common
● What the “two-portfolio theory” is
Show resources:
https://segmentwm.com/
https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990
https://www.linkedin.com/in/gil-baumgarten/
https://www.amazon.com/FOOLISH-Investors-Worked-Over-System-ebook/dp/B092YLSYTK/ref=sr_1_3?dchild=1&keywords=foolish&qid=1631213000&sr=8-3
https://gilbaumgarten.com/
During the show, we discuss:
✅ Unique Benefits Business Credit Cards
✅ Business Credit Cards Serving Startups Including No PG
✅ Get Credit Cards to Buy Cryptocurrency
✅ Business Debit Cards Where You Pay in Full When the Bill Comes Due
✅ Business Credit Cards Where You Become a Member of a Rewards Program
✅ Business Credit Cards Available if You’re Connected to the Armed Forces…
✅ Business Credit Cards for Nonprofits
✅ Cards for Amazon Discounts
✅ Business Consortium Cards
✅ A Truly Unique Business Credit Card to Manage Funds from an SBA Express Loan
Hilary Hendershott is the founder of Hendershott Wealth Management, a leading financial advisory firm for women, where her mission is to motivate women and their loved ones to be financially empowered.
Hilary hosts Profit Boss® Radio, a weekly podcast where Hilary and her guests offer inspiration and actionable advice to support women in their financial journey. She’s also a TEDx speaker, and has been featured in Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes and Investopedia.
Hilary was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley and Investopedia has named her one of the Top 100 Most Influential Advisors in the US in 2018, 2019 and 2020. With more than 30 television appearances, she’s considered the go-to personal finance expert in Silicon Valley for NBC, where they have nicknamed her "The Investor's Voice of Reason."
Hilary has an MBA from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™.
During the show we discuss:
● Why business owners get lost in their own numbers
● How to get a grasp the numbers you need to know to be profitable
● The bare minimum numbers you need to know to run your business
● What do you do if you don’t have an idea of your business numbers?
● How can you get a better idea of the main numbers in your business?
● Why not to waste time reviewing a P&L all the time, and what you should watch
● Why you need to know where your leads are coming from and how much they’re worth
● How to manage your expenses the right way to increase profits
● Why it’s essential to set profit goals for your company
● What Profit First is and how it can help you
● How to make the shift to running a profitable business to put money in your pocket
● What’s the key to building a profit margin where the company is healthy?
● What financial experts you need to have in your business
● How to extract more profits from their business
● What type of profit margins you should have
● What a profit funnel is and how to use it to get the profit margin you want
Show resources:
https://hilaryhendershott.com/
https://hilaryhendershott.com/profit-boss-radio/
During the show we discuss:
● The 3 Business CRAs and Their Data
● Dun & Bradstreet
● Get Set Up with D&B
● Build Business Credit with D&B
● D&B Reports, PAYDEX, and Other D&B Scores
● Dun & Bradstreet Reports and Monitoring
● Experian
● Get Set Up with Experian
● Working with Experian
● Experian Sample Scores
● Score Improvement Tips
● Monitoring Your Business Credit with Experian
● Experian Reports
● Equifax
● Get Set Up with Equifax
● Equifax Reports and Sample Scores
● Monitoring and Disputing Issues with Your Equifax Report
● Monitor Business Credit at D&B, Experian, and Equifax for Less
● Improving Your Reports
Pascal Bachmann is an international speaker, author, life, and business strategist who empowers and coaches businessmen to be healthy and successful leaders in business and life.
After being a professional athlete on a world-class level, having a praxis for Asian therapies, creating 7 businesses in 3 different industries, generating more than $20 Million, and coached more than 20,000 people, he is in the position to share what he learned. The view and experiences from 3 different angles make him and his approach unique. He doesn’t share what he learned from books, but what real-life taught him.
During the show we discuss:
● Connection of health & business
● The secret of securing good health
● What to do when you feel like you’re dealing with too many things
● The strategies to stay motivated
● How to get clarity and a clear strategy
● How to start structuring your life and business
● How to start and create a master plan for success
● How to stay focus on what you really want
● How to produce momentum and remain consistent
● What successful entrepreneurs have in common & how did they do it
● The biggest factor that can helped to be successful
● What’s preventing people from achieving success in health and business
● CORE 4
● How to use CORE 4 in path to success
● The secret to success in life and business
Show resources:
https://pascalbachmann.com/
During this show we discuss:
● How you can easily offer business credit for your customers
● Why business credit and financing are in such HIGH-DEMAND post-COVID-19
● How to become a business loan broker
● How you can have the work done for you while you rake in the cash
● How to earn $2,000+ per customer in front-end commissions …
● … while earning thousands more in back-end commissions
● What fundability is, and why it matters
● How business credit building will help your clients
● Everything you get when you join our partner program
Viktor Jiracek is a fix and flipper out of Gainesville Florida. He did 20 flips last year and his goal is 30 flips for this year (2021). His best flip was a $64k net profit deal that he ironically almost backed out of. He flips all type of properties including single family residences, townhomes, condos, and mobile homes.
Although he’s done many avenue of real estate including lease options, seller financing, short term rentals, and long-term rentals his passion is in flipping houses and teaching others to do the same.
He mentors students all over the USA and teaches them all aspects of how to get started in flipping including; how to get the deals, how to get the money, how to run the numbers, etc.
In Viktor’s free time, he enjoys to travel and has been to 38+ countries.
During the show we discuss:
● Why invest in real estate
● Fix and flip real estate
● How fix and flip real estate works
● What are needed to flip a house
● The required skills in house flipping
● The biggest risks associated with flipping a house
● How to get started in fix and flip real estate
● The things to consider before buying a property to fix and flip?
● The common house flipping challenges
● The house flipping trends
● How to source great deals
● Tips to finding the best deals
● Does the market matter in choosing your next deal
● How to source the funds
● How to effectively negotiate on your deal
● Getting a loan to flip a property
● Where the housing market is going
Show resources:
https://www.sellyourgainesvillehometoday.com/
https://www.linkedin.com/in/viktor-jiracek-b8549156/
https://www.facebook.com/viktor.jiracek.5
https://www.facebook.com/groups/sixfigureflippers/
During the show we discuss:
● Setting Up Your Business
● Fundability, Industry and Risk
● Business Name, Address, Entity and EIN, and Licenses
● SIC and NAICS Codes, Business Phone and 411 Listing
● Web Domain and Professional Website
● Business Bank Account and Business Merchant Account
● Get Set Up With the Business Credit Reporting Agencies
● Business Credit History, Congruent Business Information, Personal Financials and Personal Credit History
During the show we discuss:
● The Best Tools for Building Business Credit
● The Business Credit Builder Core Program
● Monitoring
● Business Valuation
● Business Financing Options and Support
● What if You Want to Do it On Your Own?
● How About a Truly Bare Bones Solution?
● Costs of Business Credit Monitoring
● The Business Credit Builder 7 Step Process
During the show we discuss:
● Business Credit Builds Differently Than Personal Credit
● Establish a Business Credit Profile
● Get Accounts Reporting
Jerremy Alexander Newsome is on a mission to enrich lives with mentally liberating education. Since the age of seven, he has been fascinated with investing and growth and even convinced his father to match his investment deposit for some Apple stock back in 1995, which would be worth $14,000,000.
His passion for helping others enrich their lives through investing led him to found Real Life Trading in 2014. This starting point has allowed him to assist and enrich tens of thousands of lives while also growing the company organically to a seven figure business.
During the show we discuss:
● The difference between fear and greed
● How to reshape your beliefs about money
● The most important rule to Investing
● The kind of mindset that a successful investor have?
● What trading is
● What should beginner investors know about trading
● What a stop-loss is and how to use it
● What stock options is
● How To Invest In The Stock Market
● The things to know before buying a stock
● Kind of stocks should to avoid
● Should I invest in stocks when the market is high
● How to buy stocks at a lower price using stock options
● The best way to invest in volatile markets
● How to minimize my risk when I invest
● How to grow a modest investment
● What are some proven trading strategies
● How to become successful in trading
Show resources:
https://www.jerremynewsome.com/
https://www.reallifetrading.com/
https://www.linkedin.com/in/jerremy-newsome-99850847/
https://wallstreetsurvivor.com/
During this training, you’ll discover …
● What lenders are looking for when it comes to small business borrowers
● How the way you set up your business can affect your business fundability
● What business fundability is
● How to build business credit
● What other funding options are available besides loans
Michelle Fernandez is the lead Ad Strategist and Launch Manager for Foot Traffic Formula, which is one of the top coaching programs for small business owners helping them get more customers in the door, more profit in their pocket, and more happiness in their home. She is an expert in branding and a vital force behind the continued growth and scale of Foot Traffic Formula.
Michelle enjoys the strategizing process that takes place prior to running ads, and is a master at getting crystal clear on brand identity, messaging, and funnel strategy, ensuring maximum ROI for ad spend. She understands how to combine the most powerful organic, ad, and funnel strategies to create a successful launch and scaling business.
During the show we discuss:
● Strategies in paid and organic social growth
● Why video is a must for social media growth
● How to craft your customer avatar
● Why Facebook and YouTube ads are hot and how to monetize
● Pieces to building a funnel that converts the best types of ads to run prior to a launch
● How to optimize your funnel
● Best practices that helps you to convert
● Why you need to let your audience ask questions live
● How to make money with challenges
● Secrets to decrease your ad spend
● How to make a 6 figure launch without a 6 figure ad spend
● How to connect and convert in 45 seconds
● How to know an offer will convert
● Importance of content that converts
● How to increase webinar conversions
● Extremely powerful ad targeting strategies
● How to get visible and build authority with ads
● How to increase your social following
● How to get exposure on others’ platforms
Show resources:
https://themichellefernandez.com/
During this show, you’ll discover …
● Everything you need to know about how to get a startup business loan, including…
● ...the top 3 things most traditional lenders are looking for in a borrower
● Why startups sometimes have a harder time getting funding than an already established business
● How some types of funding work better for startups than others
● What business loan options tend to work best for startups
● Which types of funding you can get if you only have some of the things lenders look for in a creditworthy borrower
● Why you need expert help to ensure your business is in the best position to get the funding it needs when it needs it
● The best way to get started with a business credit expert
Oz Konar is a passionate entrepreneur and multiple seven figure business owner whose mission is to help people design and build their dream businesses. His mission is to revolutionize the Alternative Lending Industry, one Business Loan Broker at a time.
His training program, Business Lending Blueprint, has been the most comprehensive success guide focusing on leverage, low risk, high reward, and speed. Oz’s program has become a symbol of great principles: a solid foundation following ethical and consultative process to train others how to become profitable in a short amount of time.
During the show we discuss:
● What business loan brokers do
● How business lending works
● The best time to become a business loan broker
● Where should you be looking to get funding for your business
● What types of funding are available for small business owners
● What it takes to be successful offering business loans
● How loan brokers can successfully get new leads
● How can someone build a six-figure business as a business loan broker
● The essentials to know to become a successful business loan broker
● How to know the right products to offer customers as a broker
● Why get loans to build and grow your business
● What are the different kinds of business loan
● How to decide which type of business loan is right for you
● The most popular types of business funding right now
● Why is it difficult for small business to get approved for loans
● What are the factors that banks consider before granting a loan
Show resources:
https://businesslendingblueprint.com/
https://www.linkedin.com/in/oguz-konar/
Darrell Amy knows how to help businesses grow. Rolling up his sleeves, he works behind the scenes with executives, sales leaders, and marketing professionals to develop and execute revenue growth strategies. He knows what works and what doesn’t, and he is sharing this information in his new best-selling book Revenue Growth Engine: How To Align Marketing and Sales to Accelerate Growth. Over the past 27 years, Darrell has been a leader in sales and marketing, giving him a unique perspective on sales and marketing alignment. In sales, he has trained over 1,000 salespeople and developed training programs for multiple Fortune 500 companies. Since 2004, he has also led a marketing agency, helping companies leverage the latest digital marketing strategies. As a member of the Forbes Business Council and the C-Suite Network Advisors team, Darrell advises executives on ways to grow. He co-founded Convergo, a firm that helps companies align marketing and sales to drive growth. Darrell is the host of the Revenue Growth Podcast and the co-host of the Selling From the Heart Podcast. As a board member of several non-profit organizations, Darrell is especially passionate about helping companies increase revenue so they can give back to their communities and impact the world
During this show we discuss:
● How to create an engine that drives predictable revenue growth
● How to create the systems needed to grow quickly
● How to set your goal of revenue growth
● The only 2 real ways to grow your revenue
● How to determine your revenue per customer so you can increase their lifetime value
● What it is your customers are really buying from you
● How to start mapping out the right processes for marketing and sales
● How to focus on cross-sells to sell more to customers you already have
● How to start attracting new customers
● Why you need to create a dream avatar of your perfect customer
● How to use your avatar to attract your perfect clients
● How to create engagement with your perfect prospect where they want to work with you
● Why you need a sales process to create consistent sales
● Why a sales framework and talking points will help your sales team sell more
Show Resources:
Text revenue to 21000 to get Revenue Growth Engine for FREE
www.revenuegrowthengine.net
During this show, you’ll discover …
● Five companies that provide vendor credit and report to the credit reporting agencies
● What business credit is
● The process of building business credit
● How to get vendor credit for new businesses
● The benefits of vendor credit
● How to get a vendor to pull credit under your EIN
● How to get approved for starter vendor credit for new businesses…
● … from vendors like…
● … Uline…
… and Wex Fleet…
… and three more starter vendors that WILL approve your startup business for vendor credit
Anne Gannon is the Principal at The Largo Group. The Largo Group offers innovative accounting and bookkeeping solutions to businesses and individuals.
During the show we discuss:
● How business owners can really understand their accounting
● Is it ever too late for a business?
● How to structure small business
● Common business financing options
● How to increase profits
● Where to report profit
Show resources:
https://www.thelargogroup.com/
Business owners are used to living with a lot of unknowns. Income, debt, career, lifestyle, taxes, and so much more put pressure on you and your dollars.
Scott Jarred is here to help break this pattern.
Scott is the CEO of INVST who left corporate America more than seventeen years ago to flip the traditional wealth industry on its head by breaking through the limitations of “financial planning” and instead focuses on financial positioning.
He’s about to release his new book FutureHack! (May 4th) which provides a 10-step road map to hack your future and live your best life. He offers some unconventional wisdom that I think The Business Credit and Financing Show’s audience will really enjoy.
During the show we discuss:
● The importance of an abundance mindset
● The right mindset for growth
● How to determine what in a day give you significance towards your bigger purpose
● How to determine who you should be spending time with and what to read
● How to determine your internal rules to live by
● How to best execute your vision to get the best results
● How to accelerate your growth to get more done in less time
● How to clarify your life vision
● How to always evolve in life and business
● How to develop new habits and get them to stick
● Why self-education is essential to living your best life
● A framework you can use to create rapid growth in life and business
Show resources:
👉 https://invst.com/
👉 https://www.futurehackmylife.com/free-book-order
During the show we discuss:
● Business Credit Builds Differently Than Personal Credit
● Establish a Business Credit Profile
● Get Accounts Reporting
Eric Geier is the CEO of Puresurance, advising business owners and entrepreneurs on the implementation of life insurance as a retirement vehicle and custom designed health coverage solutions.
With over 25 years of experience on Wall Street, Eric is a financial professional with a lifelong goal of helping people with their personal finances and retirement plans.
While asset protection and growth is their central focus, exceeding client expectations is the reason that Puresurance has become the choice for many Business Owners and Entrepreneurs alike.
During the show we discuss:
● How powerful life insurance can be as tool when used properly
● How to become your own bank using life insurance
● The ways to afford retirement
● How to save money on health insurance and use savings to retire
● How to get a 5% credit line without meeting typical qualification requirements
● How to boost retirement income?
● How much will my income need to increase to keep up with inflation?
● How to use debt wisely to get a huge rate of return
● Before retirement, is there a way for me to project my retirement income?
● Why Life Insurance is a critical component of any successful retirement strategy?
● Why you need whole life insurance not term
● Isn't a max funded 401k + social security adequate for a successful retirement?
● How does Indexed Universal Life work, and how can it help solidify retirement success (guaranteed not to outlive your money)?
● Why you want annuities and use it wisely
● How to reduce expenses in retirement?
● What kind of investments do you recommend for retirees?
● Is there a way that I can simplify my investing during retirement?
● Is there a way for me to safely and legally reduce my income taxes during retirement?
● What are my biggest financial risks in retirement?
● What are the biggest mistakes retirees make?
Show resources:
https://puresurance.com/
Text covered to 21000
I’m Shinobu. She is a CERTIFIED FINANCIAL PLANNER™, money expert and creator of Empowered Planning. She helps busy people understand how to invest and build wealth through actionable, easy to digest digital courses.
During the show we discuss:
● The financial industry and the stock market
● “Investing is still a man’s world”
● How can that world become more inclusive to women?
● How ones “childhood money culture influence the way they see their finances today?
● How readers can unlearn their bad spending habits
● How cultural differences can create a crotch
● The investing essentials everyone should know
● How to put “financial life and investment strategy on autopilot”?
Show resources:
https://www.empoweredplanning.com/about
https://www.linkedin.com/in/shinobu-hindert-9004aa37/
During this show, you’ll discover …
● What lenders are looking for when it comes to small business borrowers
● How the way you set up your business can affect your business fundability
● What business fundability is
● How to build business credit
● What other funding options are available besides loans
Kyle Duford is an executive specializing in crafting outstanding experiences for global brands. A former magazine editor, he also spent a bunch of his career with a focus on the fashion, outdoor, and sports industries through the e-commerce and digital lens for brands such as Nike, Dr. Martens, KEEN, Lululemon, PowerBar, Ariat, Chrome Industries, Nuun, and others. Kyle’s unique blend of design, branding, and digital best practices lends itself to creating and leading some of the foremost brands.
During the show we discuss:
● What branding really is and how important it is to your business
● Importance of a brand in every business
● How branding boosts sales
● Why rebranding is necessary
● The top benefits of rebranding
● The common reasons to rebrand your business
● When should a business consider rebranding
● The things to consider when rebranding
● How to successfully rebrand
● The different ways to rebrand your company
● The key elements to remember when updating the branding
● Proven strategies to establish your brand identity
● The dos and don’t of a rebranding strategy
● What can cause a rebranding failure
● How to avoid rebranding failure
Show resources:
https://thebrandleader.com/
David Friedman is an award-winning CEO, entrepreneur, author, and renowned public speaker. In 2011, he published his first book, Fundamentally Different, which is based on the insights he learned and taught throughout his leadership career, and in 2018 he published his second book, Culture by Design, the definitive “how to” manual for building a high-performance culture. His current company, High Performing Culture, has helped hundreds of companies throughout North America to implement his culture operating system, CultureWise™.
During the show we discuss:
● What is corporate culture and how can it be operationalized in a company
● 8-step framework to create a winning culture
● How to define with crystal clear clarity what your culture should be
● The difference between values and behaviors
● How to create behaviors that give your team clear expectations
● Some of the most popular cultural behaviors that companies adopt
● Explain how and why organizational culture changes.
● The bottom-line benefits of a high-performing culture
● What should every corporate culture have and not have
● The primary reasons why leaders choose to focus on their culture
● How to adopt a culture that can last forever
● How can companies effectively manage their culture when employees are working remotely
● How different is remote culture vs traditional organizational culture
● Define the behaviors that drive success in your organization
● How to create and deploy the rituals necessary to teach and practice those behaviors with consistency
● How to engage your workforce for maximum impact
Show resources:
www.culturewise.com
https://www.linkedin.com/in/davidfriedman-01b38a35/
During this show, you’ll discover …
● Everything you need to know about how to get a startup business loan, including…
● ...the top 3 things most traditional lenders are looking for in a borrower
● Why startups sometimes have a harder time getting funding than an already established business
● How some types of funding work better for startups than others
● What business loan options tend to work best for startups
● Which types of funding you can get if you only have some of the things lenders look for in a creditworthy borrower
● Why you need expert help to ensure your business is in the best position to get the funding it needs when it needs it
● The best way to get started with a business credit expert
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation.
During the show we discuss:
● The importance of having a work-life balance
● The advantages of improved work-life balance
● A perfect work-life balance
● How to achieve balance in taking care of yourself, family, and financial
● “Work to live” and “Live to Work”
● Why is it challenging to balance life and business
● The 3 cords approach to life and wealth management
● Why are these 3 interwoven with each other
● How to balance the 3 cords
● How to develop the strategies in planning your life and business
● The factors contributing to the success of a plan
● Which of the 3 cords should you start planning
● How to manage your personal life while running your business
● The techniques for establishing work-life balance
● The key to a successful wealth management
● Tips to live your best life
Show resources:
https://roccoacarriero.com/
Julio Cacho is the founder and Chief Investment Officer of Quantor Capital, LLC, as well as the CIO of Inscription Capital, where he provides highly personalized advice to family offices, financial advisors (RIAs), bankers, asset managers, institutions, and wealthy individuals on their investment portfolios and financial products and oversees more than one billion dollars in assets.
Juan Carlos is the founding partner of Quantor Capital, LLC and Managing Director of Inscription Capital. After graduating from the University of Texas in Austin, he began his financial career in Madrid, Spain working for a boutique consulting firm.
During the show we discuss:
● Why do most people make bad investment decisions
● What should most people do with their hard-earned money
● Is there a scientific way to invest
● Is investment luck or skill
● Who should people take advice from when making a financial plan
● What are the main theories of investing
● What is the efficient market hypothesis
● What types of risks exist
● How can investors obtain high expected return
● What are the effective strategies to use in stock market
● How to properly manage your investment portfolio
● What should your portfolio look like to say that you are successful
Show resources:
https://inscriptioncapital.com/
https://www.quantorcapital.com/
During this video, you’ll discover …
● Five companies which provide vendor credit and report to the credit reporting agencies
● What business credit is
● The process of building business credit
● How to get vendor credit for new businesses
● The benefits of vendor credit
● How to get a vendor to pull credit under your EIN
● How to get approved for starter vendor credit for new businesses…
● … from vendors like…
● … Uline…
● … and Wex Fleet…
● … and three more starter vendors that WILL approve your startup business for vendor credit
David Duford owns DavidDuford.com, a virtual insurance agency helping newand experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents”, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.”
David is also a YouTube Influencer in insurance sales with over 18,000 subscribers and more than 1.5 million total views.
During the show we discuss:
● Essentials needed to break through and achieve massive success in insurance
● The common reason of insurance business failure
● The proven path to getting new insurance customers
● How effective digital marketing is to grow an insurance agency
● How to provide value upfront to potential customers to make more sales
● The importance of sales funnels and systems to scale insurance lead generation
● What to know about a growing trend of customers who want to self-signup
● Why you should offer multiple insurance products to increase lifetime value
● How to choose and own a niche to start then gradually grow into other products
● The traits most successful agents have and failures don’t
● What’s needed initially to help agents become super-successful
● How to make the complex simple for ultimate success
● The best way to sell insurance to customers
● How to use question-based selling to succeed in insurance
● Why virtual insurance agencies are better than working in an office
● Why offering multiple products through different providers is essential
● The systems you need to have to succeed in insurance
● How to achieve being a top agent
Show resources:
https://davidduford.com/
https://www.linkedin.com/in/david-duford-19952357/
A timeless futurist with primary expertise on “The Future Of Work”, Frank Cottle is the Founder and CEO of Alliance Virtual Offices. Frank is a truly experienced business leader and an engaging speaker who will appeal to listeners of all ages and backgrounds, from Gen Z to Boomers, all over the globe.
From his home (and sometimes his coworking center) in Southern California, Frank will offer enlightening insights across a huge range of topics in his easy-going but authoritative So-Cal style. Investment banking, finance, commercial real estate, workplace technology, the future of work, even windsurfing and cycling - Frank has lived and studied them all - and he is happy to share his visionary insights and experiences to help listeners explore fresh perspectives on business, lifestyle, and new ways of working.
During the show we discuss:
● The difference between a virtual address and virtual office
● Why you’ll get denied financing using a virtual address but not with a virtual office
● How flexible workspace plays a crucial role in driving today’s economy
● The difference between virtual offices & physical ones
● What’s in the Virtual Office Setup
● The benefits a virtual office provide you and your business
● What are some of the hidden benefits of virtual offices most don’t know about
● How to maintain the efficiency of working on the move, anytime, anywhere
● How remote office services help business owners maintain professionalism, even when working from home
● Kind of businesses can benefit from a virtual office
● How physical offices transition to virtual business
● How is a flexible workspace your secret ingredient for starting a business entity and building credibility for future growth
● Why are virtual offices here to stay
Show resources:
https://www.alliancevirtualoffices.com/
https://allwork.space/
For more than a decade, Brandon Miller has been involved in Immigration and Settlement of Newcomers to Canada. He has operated a boutique immigration practice (Maple Immigration Services) in Toronto, Canada, where he has helped countless people find their way to Canadian shores and settle in successfully to their new home.
Brandon approaches immigration differently by taking a holistic approach to immigration & settlement. The very unique approach led to The Immigration Success SystemTM and a published book "Second Passport" that outlines this system and introduces the idea and benefits of a Second Passport in Canada. Brandon is a proud Canadian who sees himself as a nation builder responsible for shaping the Canada of tomorrow with its true asset-the people who call Canada their home. He is a certified Immigration Consultant, is passionate about everything immigration and enjoys not only helping people to come to Canada but seeing that they get integrated into the country.
During the show we discuss:
● Why countries choose to promote immigration like Canada
● How immigration help society
● Why do you see your time overseas as an integral part to being able to help your clients?
● The importance of planning and executing on an immigration plan
● Why is it important to focus on settlement planning in Canada
● Why is Canada such a desirable place to immigrate to and settle in
● What trends are happening in immigration
● What do you see happening in the future
● What exactly is an immigration consultant
● What role do immigration consultant play in my immigration future
● How easy is it to move to Canada & what are the real benefits to a Second Passport in Canada
● Top tips for immigrating and settling in Canada successfully
● Benefits available to Americans who chose Canada as their second home
Show resources:
https://www.mysecondpassport.ca/
During this show, you’ll discover …
● How you have the power to help turn a lender or credit provider’s no into a yes
● What fundability is
● How your business name, address, email, and NAICS code all affect fundability
● Why your business EIN, licensing, and profiles with the business credit reporting agencies matter
● How records consistency could be the key to turning a no into a yes
● Frequently asked questions about the fundability of your business
● The questions you should be asking about business fundability
Nick specializes in working with lease purchase buyers to get them into a home and on the path to home ownership. That includes working with them throughout the entire deal which ends in them being able to get their own loan. Getting buyers to the finish line is something Nick and the entire Pre Property Solutions team take pride in. That is something that separates them from their competition. Regardless of a buyer’s credit situation, he looks at their complete financial picture and comes up with a plan to get them into a home.
During the show we discuss:
● Getting into real estate
● Does rent to own really work
● What does it mean to buy and sell your property on terms
● How to get buyers to the finish line of being able to get their own loan
● The advantages of buying and selling property
Show resources:
https://www.prepropertysolutions.com/
KEVIN WESSELS is the Founder and Managing Director of RevSherpas LLC, a boutique business growth advisory and customer experience strategy consulting firm for small to mid-sized businesses. He is a multi-published author.
During the show we discuss:
● What does a business need to do to increase cashflow?
● Why is growth important in anything?
● What mistakes do entrepreneurs make when trying to grow a business?
● How to use profitability for your business growth?
● What are the key stages of business growth acceleration?
● How to outshine and outlast competition without burning out?
● How to generate more leads to accelerate your income?
● How to Create a Steady & Predictable Cashflow?
Show resources:
https://revsherpas.com/
During this show, you’ll discover …
● How good business credit can open up a ton of funding options for anyone in the trucking industry
● Why over the road trucking is a high risk industry
● What National Funding has to offer
● How LVRG can help
● What Headway Capital can do for your business
● How you can get money from Lendio
● How to get trucking business funding from Kabbage
● How Fundbox works
● What Gud Capital has on offer
● The specifics on what 1st Commercial Credit offers
● How Fundera can help
● What HIL Financial is all about
● How FastUpFront works
● What TopMark Funding can do for you
● What Crossroads Equipment Lease & Finance, LLC has to offer
● The specifics on Clarify Capital
● How Become.co works
● How to get business grants for trucking if you’re a veteran
● How you can get trucking school scholarships and grants
From startup to $4B business, Stephen King brings a unique combination of vision, foresight, and experience to help small businesses run better, grow faster, and make more money. Regarded as one of the accounting industry's top thought leaders, he's currently serving as President & CEO of GrowthForce, one of the nation’s largest cloud-based accounting services.
During the show we discuss:
● What cash flow is
● What is the main cause of cashflow problems
● How to radically increase your profit margins
● Early signs of cash flow problems
● How to plan an effective cash flow management
● The difference between net income and cash flow
● How to convert profit into cash flow
● Importance of cash flow
● Some good cash flow habits
● How to increase your cash flow
● How to do a cash flow analysis
● What should your bookkeeper be doing to maximize cashflow and profit
● Why not collecting quickly after each job will hurt you
● How to get more customers to pay quickly
● How to do a cash flow forecast
● What free cash flow is
● How to calculate operating cash flow
Show resources:
https://www.growthforce.com/
https://www.linkedin.com/in/stephenkingcpa/
During this show, you will discover:
● How you can positively impact your business’s ability to get business financing
● What business credit is…
● How fundability is affected by your business’s setup
● How your business address and phone numbers can affect your ability to get financing
● How your business email and website affect your ability to get business funding
● Why your EIN and D-U-N-S numbers matter
● How your industry and NAICS and SIC codes can affect fundability
● How records consistency can keep lenders from denying loan applications due to fraud concerns
Steven Glaze is an expert in the exterior home remodeling industry and specializes in siding and gutter protection systems. He started in the business working as an assistant at his father’s roofing company at the age of 16 and was estimating projects and managing crews by the time he was 18 years old. Today, Steve serves as Vice President of Sales for Smart Exteriors LLC, an award-winning home improvement company serving the greater Kansas City metro area.
Steven works tirelessly to find the best exterior products and to educate homeowners on the best options for their goals and budgets. In fact, he recently wrote a homeowner’s guide for siding that is now available on Amazon.
During the show we discuss:
● How home improvement change throughout the years
● How home improvement look like now
● How COVID has changed the construction industry
● The importance of having your home improved from time to time
● What to do with your home to ensure your home office runs efficiently
● The best materials to use for outside of your home to save money
● How to prepare your home for a storm
● The types of windows to use that are quiet enough to run a home office
● First few home renovation you should be having
● Signs your windows need to be replaced
● How Covid-19 affected sales & installation processes
● The best siding material in the industry
● Why go with the best material possible if they can
● Some material advances in the industry
● Cleaning & care tips for your home
● Why you need immediate repair for roof leaks
● Ways to make your roof last longer
Show resources:
https://www.smartextpros.com/
https://www.linkedin.com/in/stevenglaze/
Robert Syfert is the Co-Founder and Chief Visionary at RealEstateInvestor.com as well as the founder of InverstorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He’s passionate about being part of the solution and finding answers to the problems that hold real estate investors back from growing and scaling their businesses.
During the show we discuss:
● Implementing high level automation to your REI business
● How to get high-quality leads for real estate investing
● Dial in your follow-up
● List stacking is your secret weapon
● Laser target your leads
● What’s working today
● Concept of “All Leads Suck!” Why is that
● Favorite mailing list you use or recommend
● How to use voice drops to generate leads
● Cold-outreach techniques to get qualified leads
● Realistic ROI on marketing
● List and give it to a mail house
● About realestateinvestor.com Member
● Offering Cold Calling What does that look like
Show resources:
https://realestateinvestor.com/
During this show, you’ll discover …
Some of the disadvantages and advantages of running a work from home business
How funding a work from home business is a unique challenge
What major disadvantage of running a business from home makes fundability harder
How to overcome this funding challenge…
Why something as simple as a phone number and address is vital to funding
How getting an EIN and a separate business bank account…
...is more important to funding than you probably think
Why you need to incorporate even if your business is home based
How to get funding for your work from home business right now
And why the Credit Line Hybrid works especially well for funding a business you run from home
Andrew Hutton is the founder and CEO of Day One. Day One is pioneering how we educate and support entrepreneurs. With a program that is one part community membership and one part entrepreneurial bootcamp, Day One provides founders and future-founders the place to learn how to start, build and grow a business. Prior to founding Day One, Andrew was Chief Innovation Officer at Human Ventures, a startup studio in New York City. In his time at Human Andrew led the incubation and launch of startups like Tiny Organics, Paloma Health, LUPii and Milo.
During the show we discuss:
● Why startups fail and how you can succeed
● Secret ingredients to become a successful entrepreneur
● The basic knowledge founders must-have
● Kind of skills should every founder work on improving
● Factors that affect the success of your business
● How to properly prepare for the launching of a startup business
● Common challenges of startup businesses
● How to know when you are ready to start your business
● What should founders expect in their first quarter
● Importance of evaluating your business performance
● How to properly evaluate your current performance
Show resources:
https://joindayone.com/
https://www.linkedin.com/in/andrew-hutton-3a030739/
Kevin Rodman joined Asset Based Lending as a partner in 2014 and brings 30 years’ experience in the mortgage industry to the ABL team. Along with Dan and Paul, Kevin is one of ABL’s three loan underwriters. Kevin is leading ABL’s expansion in New England, with a focus on Connecticut and Massachusetts. Kevin also works on building ABL’s strong capital base, which is one of the largest in the hard money lending industry.
During the show we discuss:
● What hard money lending is and how it works
● How to easily and quickly get money to fix-and-flip homes
● What to know about draws when it comes to flix-and-flip financing
● How to transition from fix-and-flip to buy-and-hold
● How to qualify for flix-and-flip financing
● What you’ll need to get approved
● How to get approved and hours and funded in 2 weeks or less
● How much of your own money you need to put into the deal to get funded
● How to take on multiple loans and properties at the same time
● The types of terms you can get on flix-and-flip financing
● How to get financing for 30 years to buy-and-hold
● How to get approved and fund with little money down
● How to get fix-and-flip type financing for new construction
Show resources:
https://www.abl1.net/
https://www.linkedin.com/in/kevin-rodman-0a1aa25/
During this show, you’ll discover …
● All about business credit and fundability
● Business entities when it comes to…
● … definitions…
● … taxes…
● … legal liability…
● … and costs and shares
● Getting an EIN from the IRS
● Why your business identification numbers matter…
● … from Dun & Bradstreet…
● … Experian…
● … and Equifax
Bruce Wehner and Rachel Marshall from The Money Advantage.
Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.
Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show.
During the show we discuss:
● Who can benefit from being their own banker
● Why you must have cashflow and learn to keep it
● Why you want to look into syndications to invest your money
● How to get control of your money instead of letting others do it
● Why most people fail financially and skip the protection component of investing
● How to develop a cashflow management system
● Privatized Banking in a nutshell
● Why Privatized Banking improve every area of financial life
● How Infinite Banking is like investing in real estate
● The pros and cons of infinite banking
● How to earn a return in two places at the same time with the same money
● The keys to maximize profitability without hustling or cutting back
Show resources:
https://themoneyadvantage.com/
Howard Tiersky is the author of the WSJ bestselling book Winning Digital Customers: The Antidote to Irrelevance.
In his 25 year career helping large enterprises win in the digital space, Howard has worked on projects for dozens of Fortune 1000 companies and has been named one of the “Top 10” Digital Transformation influencers by IDG as well as by Enterprise 360.
Howard Tiersky is the Founder and CEO of FROM, a proven digital agency that drives customer enthusiasm and bottom line results.
During the show we discuss:
● Importance of offering a good customer experience
● What makes a good customer service experience
● Why you MUST have credible online reviews
● Customer Experience improvements that will have the greatest impact
● How different are digital customers compare to traditional ones
● How to create a better customer experience
● How to get customer’s feedback
● How to accurately measure customer satisfaction
● The tips in building a customer experience plan
● The best way to approach digital transformation
● Different strategies to maximize digital customer experience
● What really is digital transformation and how do you know when it's done
● Creative ways to achieve customer satisfaction
Show resources:
https://www.from.digital/
https://winningdigitalcustomers.com/freechapter
During this show we discover:
● How to avoid the awkwardness of business borrowing from friends and family
● Out-of-the-box ways that friends and family can help you fund your business…
● ...without large cash outlays…
● ...or you owing them money
● What options like angel investing, crowdfunding, and guarantor loans have to do with borrowing from friends and family
● How some of those options, like the Credit Line Hybrid...
● ...can help you build your business credit score at the same time
● Why a business credit score even matters
● And how it can help you return the favor to those you love...
● ...and protect your personal credit score
John Vuong is a seasoned sales professional and Internet marketer with an exceptional track record helping companies grow their clientele and profits. Through 15 years of experience working with CEOs, business owners, and marketing leaders at some of Canada’s most successful corporations, John developed a deep understanding of local marketing dynamics and consumer behaviour. John’s entrepreneurial spirit and experience working with more than 5,000 local business owners inspired him to start his own company, Local SEO Search, in 2013.
During the show we discuss:
● What SEO is
● The benefits of SEO
● How SEO boosts your marketing
● The common SEO myths
● The SEO Strategies You Shouldn’t Ignore
● The SEO essentials?
● The best tools to use for SEO
● Some SEO techniques that can guarantee leads
● The basic SEO factors that will get you ranked on Google
● The best ever strategies to rank and earn in YouTube
● The different ways to optimize your website
● How to elevate SEO strategies
Show resources:
https://www.localseosearch.ca/
Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE!
Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about the utilize money within the next generation.
During the show we discuss:
● What’s happening now in the economy that can rob your financial freedom
● What’s happening with inflation that can adversely affect you
● What’s happening with real estate values now
● How getting government money affects you as a business owner
● Why now is the time to borrow money
● Why now is a great time for you if you have asset
● Why you can expect interest rates to climb in the years to come
● The keys to financial peace of mind
● Tips to foster your financial peace of mind
● The biggest financial mistake
● Why to avoid falling into the “gambling trap” many entrepreneurs are in now
● How to adopt the money maximization model
● What’s happening currently that can hurt you financially
● How to get credits that greatly benefit your business
● What financial experts we should have in our corner
Show resources:
👉 https://www.biglifefinancial.com/
During this show, you’ll discover …
● How to use various forms of collateral to get business financing…
● … including collateral you probably haven’t even thought of
● How to use equipment as collateral for purchase…
● … leasing…
● … and sale-leaseback
● What inventory financing is all about…
● … including through Kickfurther
● Securities financing using 401(k)s…
● … IRAs…
● … stocks…
● … and bonds
● Where SBA programs fit in…
● … including CAPLines
● … the 7(a) loan…
● … and 504 loans
Two models and social activists came together with a shared dream – starting a modeling agency that would disrupt the way we think about and see the industry. One phone call was all it took after having been introduced to each other via a common friend, Val and Anne Therese knew right away that this agency had to happen.
Anne Therese Gennari and Val Emanuel are the agency that puts ethics, sustainability, environmental, and social justice at the core of our business. Founded in 2017, the agency came to life from the desire to build a platform where models are given a voice to speak about things they believe in. We wanted to show the world that models can be incredible agents of change and help shift pop culture in the direction needed for a better future.
During the show we discuss:
● How is the world-changing right now
● What kind of changes do we need to seek right now
● What can an individual do to have a positive change
● How to unblock the fear for a self-empowered action
● What is being a stubborn climate optimist mean
● How can being a stubborn climate optimist help the world
● The mindset practices for the climate optimist
● How to restore the ecosystem and our faith in humanity
● How can collective action help with climate
● The different things to do to promote collective actions
● How to be the change you wish to see in the world
● What is an ethical and sustainable way of life
● How to achieve an ethical and sustainable way of life
Show resources:
https://www.rolemodelsmgmt.com/
https://www.theactionsquad.com/
Shelley Willingham is a successful business strategist and entrepreneur. She founded Vision and Passion International, LLC (VPI) in 2017 to focus on projects that simply set her soul on fire.
Throughout her career, she has gained the experience and know-how to help others run profitable businesses. By sharing her strategies for success and the lessons she’s learned from her failures, she hopes to shorten the learning curve for entrepreneurs working hard to build their empires and leave a legacy.
Today, Shelley shares her expertise by coaching entrepreneurs and small business owners, speaking at various non-profit and business events and facilitating sales trainings, marketing workshops and leadership conferences.
During the show we discuss:
● The difference between mission & vision
● Importance of having a strong vision in business
● A good business vision
● How to get past imposter syndrome
● The components of a strategic vision statement
● How to effectively draw your vision
● How to celebrate small wins along the way
● How to find your true passion
● The tips for brainstorming ideas
● How will business strategies help businesses to succeed
● How to prepare for obstacles and remove blocks to your business’ success
● The proven strategies to implement the strategies
● How to get employees aligned with the company’s vision
● How to develop your mission
● The key factors of business success
Show resources:
https://shelleywillingham.com/
https://vision-passion.com/
During this show, you’ll discover …
● How you can prevent business loan deals from being killed off
● Fundability and basic issues with business loan denials
● Business risk
● Inconsistent records
● SIC and NAICS Codes
● Business licensing
● Business addresses
● Business phone numbers, website, and email address
● Managing your business bank account to improve your chances of getting a business loan
● Personal and business credit improvement and management
● How and why business credit monitoring can help you keep your scores high…
● … and how to get it for 90% less than the three big business CRAs would charge y
Sean has been training, mentoring, and educating all his life. An exceptionally well-regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics.
Sean has also been a professional services firm owner for over 20 years. His professional services work has spanned consulting engagements with the Fortune 50 and startups you have heard of; the sale of his first professional services company, and the growth of delivery, sales, marketing, and operational practices inside professional services firms.
In short, Sean brings a wealth of knowledge when it comes to surviving and thriving as a service firm owner or the leader of a practice area inside a larger services firm.
During the show we discuss:
● How to survive an economic downturn as a professional services firm leader
● Why “No” matters more than “Yes” when leading a firm and managing clients
● How to grow a marketing practice for Professional Services Firm (PSF) that generates solid leads and revenue
● How to mentor sales team members and seller-doers in a PSF so they can achieve exceptional performance
● How to balance marketing and sales efforts
● The Age of Narrow in consulting firms
● Essential tips to keep in mind when communicating with clients
● Why the typical approach to building a firm’s culture fails
● Why context always trumps tools, technique, and process
Show resources:
https://www.cascadeinsights.com/
Irene Moore is a digital communications and consumer behavior expert who helps e-commerce brands drive sales online. She co-founded Digital Marketing London (DM London) a specialist online marketing consultancy to the beauty, wellness, and luxury sector five years ago. She quickly grew the agency through delivering digital marketing campaigns for global brands, such as L'Oréal, NYX Cosmetics, Cantu Beauty, and Dior.
With a background in PR and marketing psychology, Irene has always been fascinated by what makes a powerful brand and credits her own business success to helping her clients better understand the ever changing shifts in customer behavior online in order to create more effective ads, campaigns and promotions.
During this show we discuss:
● What digital marketing is
● The role of digital marketing in a company
● Challenges of creating a digital marketing strategy
● How to boost engagement with customers
● How to grow your brand without sharing your personal life
● What consumer psychology is
● What makes a social strategy successful?
● Essential ingredients for building an engaged community
● How to build an audience persona
● Using an established persona in digital marketing
● Building a brand in a noisy digital world
● Top 3 factors that make a piece of content successful
● Which social channels to pursue
● Predictions in the e-commerce space when it comes to marketing
Show resources:
https://www.digital-marketing.london/
www.savvystartupclub.com
During this show, you’ll discover …
● How minority women can get grants to start and run their businesses
● How specific grants for Black entrepreneurs…
● … Asian entrepreneurs…
● … and immigrant entrepreneurs can work
● Where to find grants for female entrepreneurs…
● … and Native American business owners
● How to find crowdfunding and angel investing opportunities for female minority business owners
● Where to find loans for women minority business owners
● How to find grants from the federal government…
● … to run a business or startup
After life as a consulting actuary to Fortune 100 Companies, David built the world’s largest coaching business, becoming #1 on Google for “life coaching.” Since discovering that Shiny Object Syndrome is an epidemic among high performers, David coaches rock star business owners to double revenue, achieve more in less time, and be a more extraordinary entrepreneur, partner, parent, and leader.
During the show we discuss:
● How do you get clear on your goals and define your boundaries as well
● How to learn what to say “no” to
● Shiny Object Syndrome
● Shiny Object Syndrome among entrepreneurs
● How the human mind is like a “monkey on crack”
● The true cost of being so scattered in work and life
● Why choosing the right goals and plan is so important
● How to start focusing on less help with goals and plans
● Changing habits to go from Shiny Object Syndrome to Peaceful, Focused Action
● Speaking your truth
● Why you should be 30% more daring and truthful
Show resources:
https://focus.ceo/
www.myfocusgift.com
Adriana Kyser is an international wellness expert who has spent the past 15 years helping highly-driven women stop feeling stressed and overwhelmed and start living a happier, healthier and more fulfilling life. Using her Enlightened Alchemy™ method, she has helped thousands of women worldwide achieve everything from reduced pain and stress to increased confidence and productivity. Rather than drawing from only one modality, her extensive list of certifications (including NLP, coaching, and yoga) allow her to create a customized wellness experience for clients. As a brand ambassador, she has worked with Athleta and Larabar. She’s the co-author of the best seller book “Overcoming Adversity in Entrepreneurship”.
During the show we discuss:
● How health and happiness affect life and business
● How to overcome adversities in life and entrepreneurship
● How to build unstoppable confidence after setbacks in life and business
● Ways to transform painful past experiences into a superpower
● How to effectively use these superpowers in everyday life
● How to reduce pain and stress to increase confidence and productivity
● Secrets to overcome impostor syndrome and feel empowered on a regular basis
● Keys to prevent burnout, exhaustion, and overwhelm
● Key components to health, happiness, and fulfillment
● Strategies to have peace of mind
● What does it mean to live your purpose
● Ways to achieve anything you like
Show resources:
https://adrikyser.com/
https://adrikyser.com/free-gifts
During this show, you’ll discover …
● The kinds of public records which can affect a business’s fundability
● How personal or business bankruptcy can make the difference between getting a loan…
● … or not…
● … and how to fix errors in bankruptcy filings
● What to do about mistakes in liens
● How to correct defective legal judgments
● Why mistakes in UCC filings might not have to be corrected
● How acting fast can save you money
Elliott Holland, founder of Guardian Due Diligence is a business buying expert. He has a Harvard MBA, spent 10 years buying companies for himself and others, and now prevents his clients from losing millions buying bad businesses.
Mr. Holland has 10+ years of experience executing middle market deals as an entrepreneur who was spending his own money for diligence. He fully understands the challenges in executing good deals and avoiding lemons. He is a Harvard Business School (HBS) trained, seasoned buy-side advisor who spent almost a decade as an independent sponsor / business buyer / acquisition entrepreneur before starting Guardian.
During the show we discuss:
● Advantages of buying a business from building one
● How much money you really need to buy a business
● The things you need to know before buying a business
● How to avoid losing millions from buying bad business
● How to choose the best business for you to buy
● Why due diligence is even more important now during the coronavirus crisis
● How everyday people with no money can get into the business buying game
● Frequent mistakes people make when purchasing a business
● How to avoid the frequent mistakes people make when purchasing a business
Show resources:
https://guardianduediligence.com/
As president of Safe Harbor Retirement Planning, Mark Singer has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.
Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book ‘Don’t Outlive Your Money in Retirement’! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey.
During the show we discuss:
● The #1 Fear of retirees financially
● Biggest concerns retirees have as they move into retirement
● How to not outlive your money
● How to invest retirement savings
● How to identify how much risk to take with retirees portfolio
● When most people retire
● Retiring early
● What youngsters should do to plan for retirement
● What benefits to get from tax/retirement pre-planning
● Should one consider selling assets before retirement
● 7 key steps to take on Don’t Outlive Your Money In Retirement
● How to know if a retiree is on track
Show resources:
https://55retire.com/
www.retirenowquiz.com
During this show, you’ll discover …
● What types of small business loans are out there
● Why traditional term loans are not your only and not even your best option
● What business owners and situations SBA loans work best for…
● ...and how to do know if they are the best option for you
● How to use your 401(k) to get financing for your business…
● ...while still earning interest and with no tax penalties
● How a merchant cash advance can help you get money for your business fast…
● ...even with a low credit score
● Why equipment financing may be a better option for buying equipment than a term loan
● How the Credit Line Hybrid can help you not only fund your business…
● ...but build business credit at the same time
● How Credit Suite can help you find the best option for your business
Stacy Tuschl has made a name for herself as an expert in growing small businesses. Put it this way, Stacy started her own business at the age of 18 in her parents' backyard and turned that company into a multi-million dollar business she still runs today (The Academy of Performing Arts has two locations in her home state of Wisconsin). In addition to being a Small Business Growth Coach, Stacy is a bestselling author, and founder of the Foot Traffic Formula - helping small businesses around the world get more customers in the door, more profit in their pocket and more happiness in their homes.
When local area businesses started asking Stacy how she grew her company so rapidly, it sparked the inspiration needed to launch The Foot Traffic Podcast. Her podcast now has over 1 million downloads and is frequently on the top 30 of all marketing on iTunes.
During the show we discuss:
● The importance of time management and organization
● “Time is money”
● Importance of planning and implementation
● Why some people have a hard time completing tasks
● How to self-evaluate productivity in life and business
● How is doing a to-do list help with managing tasks
● The things to consider when setting a priority with tasks
● Kinds of habits to be more productive
● Why people wait for the last minute to do things
● How to avoid wasting time
● The secret to getting it all done
Show resources:
https://stacytuschl.com/
Travis Bliffen is the founder of Stellar SEO, a top US link building agency.
As an Army veteran, Travis took a leap of faith after reading a magazine article about the future of SEO. He dived deep and spent a year perfecting his craft. When he opened his firm in 2012, it quickly gained a reputation for being a cost-effective, honest, and leading SEO agency. He has published many works on SEO and link building, as well as being a featured speaker at SEMPO Cities among other industry events.
During the show we discuss:
● Link building
● The importance of link building
● Types of link building
● The benefits of link building
● Link building tips and tricks for beginners
● Starting with link building
● Planning an impactful link building campaign
● Different link building methods
● Executing a link building campaign
● Efficient link building strategies
● Secrets to an effective link building strategy
● Organic links
● Using organic links effectively
● The secrets of organic content promotion
● Link building do’s and don’ts
● SEO link building hacks
Show resources:
https://stellarseo.com/
During this show, you’ll discover …
● All about the three types of business bankruptcy
● Why and how businesses fail…
● … both before and during the age of Covid-19
● What a Chapter 7 business bankruptcy is all about…
● … and how a business liquidation may be your best bet…
● … if your business does not have a viable future
● How a Chapter 11 business bankruptcy works…
● … and how a business reorganization can work
● It just might save your business
● How the Small Business Reorganization Act of 2019 has changed business bankruptcy
● Why a Chapter 13 business bankruptcy can be an option for a sole proprietorship…
● … and how it can help save personal assets…
● … if they’re tied to business assets
● Getting cash to avoid a business bankruptcy
As a man of true integrity with infectious energy, Bob Wheeler’s crusade for personal growth has crosspollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.
While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store.
During the show we discuss:
● How emotions impact financial decision-making
● Why we need financial therapy
● Healthy relationship with money
● Habits to help with your decision-making
● Why people experience financial depression
● The common financial struggles
● How to overcome financial depression
● How to set smart financial goals
● How to effectively navigate the emotions of money
Show resources:
https://themoneynerve.com/
https://www.linkedin.com/in/bob-wheeler-88029512/
https://twitter.com/themoneynerve
Asif Muhammad is the entrepreneur that entrepreneurs turn to for solutions. A passionate investor, he has held many senior financial and strategic positions including CEO and CFO for a wide range of ventures encompassing all aspects of the business world. In 2011 he became the CEO of Main Course Associates, having joined the firm in 2008, a specialist consultancy delivering growth-focused, business solutions to the restaurant and hospitality industry. He has grown Main Course into a successful international concern with a stellar client roster and branches in London, Italy, Spain and USA. Through Main Course, Asif leverages his and his network’s skills and experience, transforming his client’s enterprises through an injection of sound business disciplines, market knowledge, financial engineering, strategy and operations. He has worked with national & international groups and high-end restaurants, helped clients expand abroad and established foreign companies in the UK.
During the show we discuss:
● How strategic planning help with the growth of the business
● Key factors to successful strategic planning
● The most important characteristics of strategic planning
● The steps in strategic planning
● How to simplify the process of strategic planning
● The things to consider before making a decision
● What are need to assess before making a strategic plan
● The tips for evaluating everything needed
● How to minimize the risks of every decision
● How to make bold decisions
● The proven strategies to effectively execute a plan
● How to measure the effectiveness of a plan
● Why business owners often make the wrong decision
Show resources:
https://www.asifm.world/
https://www.mcainternational.net/
https://www.linkedin.com/in/asif-muhammad-10358916/
During this show, you’ll discover …
● How to find funding for Black-owned businesses…
● … and business money for companies owned by people of color
● The sorts of challenges that Black entrepreneurs often face
● Where you can get government and private grants
● How to get loans for BIPOC business owners
● How small businesses from disadvantaged backgrounds can get money
● How to get a microloan from Kiva
● What you can get from Union Bank
● How Accion can help Black business owners
● How to get monetary prizes to help grow your Black-owned business
● Discover how the Credit Suite Credit Line Hybrid can be the perfect solution for Black business owners who have good personal credit
Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy', and now personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfolio as an adult and everything in between. He built his consulting business, Daas knowledge, to help provide professional coaching for entrepreneurs & business owners of companies with top line sales under $10M. His debut book, FQ: Financial Intelligence is the culmination of his six decades of financial knowledge and experience. His specialties include consultative advisory, strategic planning, startups, small business, coaching, mentoring, new business development, entrepreneurship, sales, marketing, product management, relationship building, and communications.
During the show we discuss:
● Importance of having great financial intelligence in business and in life
● Gaining financial knowledge
● Knowing if you are financial literate
● Measuring your financial capability
● Ways to level up your financial intelligence
● Knowing you're stuck in a 'financial intelligence' gap
● Kind of money mindset we need to be financially successful
● Common financial challenges
● When you need a coach
● Choosing the right coach
● Helpful tips to use in managing your money
● Tips for saving more
Show resources:
https://daasknowledge.com/
https://www.linkedin.com/in/henrydaas/
Martin Holland, award-winning business coach, has four decades of experience as a successful business owner and teacher and has taught over 300 small businesses how to increase profit and cash flow.
Martin earned a BA degree from Hastings College and an MBA degree from the University of Oklahoma. He cohosts the Cash Flow Contractor podcast and has written over a hundred articles on small business topics for publications such as Forbes Coaches Council.
During the show we discuss:
● Why you make money but keep so little as profit
● Why entrepreneurs don’t like to look at financials
● Using financial statements even before fully understanding them
● How to easily double your net profits
● Why you need to raise your prices
● Setting your prices
● Expanding with new employees
● Expanding with new tools or equipment
● Understanding your cash flow
● Managing your cash flow
● Common reasons for the profit problem
● Common mistakes that owners make in gaining profit
● Good financial strategy
● Making a good financial strategy
Show resources:
https://www.annealbc.com/
https://www.thecashflowcontractor.com/