Tune in to hear from experts who generously share Do's and Don'ts, Best Practices, and Lesson Learned; to help owners of private companies crack the code on multiplying the value in their business in any economy. The 3X Value Growth Podcast is a forum to hear from advisors with the expertise and res…
Dr. Mike Armour combines life-long leadership experience in high-level positions with passion for helping leaders meet their most pressing challenges. He has coached over 600 executives, managers, and entrepreneurs, and has trained thousands more on four continents. “Anywhere you increase trust you increase value.” – Mike Armour Why you have to check out today’s podcast: Discover the impact of unrecognized, unaddressed, or unresolved issues of trust in an organization Determine why trust is the core of leadership Develop trust-building steps that will boost employee engagement Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How to boost employee engagement? “When you find a place where trust is high in an organization, you will find that there is an atmosphere that is running. There is a feeling in the air, and it’s a feeling that I am safe, I am informed, I’m respected, I’m valued, and I’m understood. People need to feel safe, informed, respected, valued, and understood. And it’s interesting to just begin a dialogue with your workers, with your employees, with your management team to find out, do they feel in this culture that they are safe, informed, respected, valued and understood. Because if those things are weak, trust will be in poor repair.“ – Mike Armour Resources|Links Free Downloads Related to Leadership, Management, and Entrepreneurialism Free E-Books and Booklets: https://www.leaderperfect.com/freestuff Upsize Your Leadership:https://www.leaderperfect.com/podcast Connect with Mike Armour: Website: https://www.leaderperfect.com Linkedin: https://www.linkedin.com/in/mikearmour
The future of your business depends on your talents. Recruiting and retaining great talent, efficiency, and customer loyalty benefit from the culture you design. Julie Ann Sullivan is The Queen of Culture. Her diverse background and extensive research give her a unique perspective on business culture. She is a speaker, author, podcast host, and leadership coach. Her current book is Catalysts of Culture – How Visionary Leaders Activate the Employee Experience. "When all this (pandemic) settles down, we're still going to be back to being able to find and retain great talent. The way you do that is by creating a company where people want to work. And once they're there, they want to do their best for themselves and for the company." – Julie Ann Sullivan Why you have to check out today’s podcast: Discover how to increase your knowledge of what it means to be a best place to work Determine what components in your employee’s experience need to improve Develop a unique plan for your organization's next cultural improvement Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: 'You can't see the forest through the trees'-- what does that look like in an organization? "When I go into a company, the first thing I do, or I want to do, is to do a survey of the workforce and a survey of the leadership team. And what comes out of that, I have always found that what the leadership team thinks the challenges are, are different than what the workforce (thinks). That old saying, "You can't see the forest through the trees" it's the same that happens in leadership in a company. Especially medium size, they don't have a people officer who's doing this kind of work." – Julie Ann Sullivan Resources|Links Sign up to Julie Ann's Business Culture Insights at https://julieannsullivan.com/ Connect with Julie Ann Sullivan: Website: https://julieannsullivan.com Twitter: https://twitter.com/JASatLNE Linkedin: https://www.linkedin.com/in/julieannsullivan
Michael Houlihan and Bonnie Harvey are the founders of Barefoot, America’s number one wine brand. They are also the co-authors of the New York Times bestseller, The Barefoot Spirit. They started with virtually no money or wine industry experience and pioneered worthy cause marketing. They now share their innovative approach to business as consultants, authors, workshop leaders, and speakers. In this episode, Michael and Bonnie share how they help companies use their business stories to help instill corporate DNA with their stakeholders and employees resulting in a more engaged team, lower turnover rates, and increased productivity. “When people hear a story, they’re more likely to identify with the principles behind the story.” – Michael Houlihan Why you have to check out today’s podcast: Discover how knowing the company story, the business hardship, hustle, and heart can build a business to success Learn the importance of instilling the corporate DNA and values when onboarding employees Find-out why is it so important that your employees know your company history when they are hired in the first 24 hours Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Why is it so important that your employees know your company history when they are hired in the first 24 hours? “‘When the cement is wet; you can move it with a trowel when it gets hard; you need a jackhammer’– the thing is when you can move it with a trowel, why not embed the company history in that new employee’s open mind. They’re coming to work, they don’t know what to expect. This is your chance to tell them about your company’s story.’ – Michael Houlihan Episode Takeaway: How to solve employee turnover? “If people are more engaged, if they understand what the principles are of the founder, then they can relate to that and they can relate to everyone they’re working with, and be more of a team player. They can care more about the company that they’re working for, instead of it just being a job. So, it solves the problem of turnover, the number one hidden cost of any company.” – Bonnie Harvey Resources|Links Blogs at www.thebarefootspirit.com & www.consumerbrandbuilders.com Connect with Bonnie Harvey and Michael Houlihan: Website 1: https://thebarefootspirit.com Website 2: https://www.consumerbrandbuilders.com Twitter: https://twitter.com/barefoot_spirit Facebook: https://www.facebook.com/BarefootWineFounders
Christina Daves is a do-it-yourself publicity strategist. Together with her clients, she has over 1 billion views and over 8 figures in sales from free publicity. She has appeared on over 1000 media outlets and is a regular on-air contributor on television programs across the country. In this episode, Christina shares how to use free publicity to massively grow your business and how to stand out from the crowd when doing media pitching. "The people who get this, who get it, who get the digital marketing piece, who get the media piece, they're going to win because they're going to get the visibility. It doesn't matter how good they are or not, they're the ones who are going to get the clients and the customers.” – Christina Daves Why you have to check out today’s podcast: Discover how to free publicity to massively grow my business Learn how to stand out from the crowd when pitching the media by making you or your business newsworthy and valuable to the media’s audience Discover what holds people back from doing public relations or PR Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What holds people back from doing PR? "It's inaction. My business coach said to me years ago, 'Christina, imperfect action is better than perfect inaction.' So, just do it. What's the worst that's going to happen? Nothing. " – Christina Daves Resources|Links Get Christina Daves' PR Famous Formula: http://www.3stepstoprsuccess.com Provides journalists with a robust database of sources for upcoming stories and daily opportunities for sources to secure valuable media coverage: https://www.helpareporter.com Connect with Christina Daves: Website: https://www.prforanyone.com LinkedIn: https://www.linkedin.com/in/christinadaves Twitter: https://twitter.com/prforanyone Facebook: https://www.facebook.com/Prforanyone
Lisa Nirell is passionate about helping CEOs and CMOs cut through the chatter, grow revenues, and accelerate marketing innovation. She’s also the Chief Energy Officer of EnergizeGrowth® Innovative companies such as Adobe, Google, AARP, Gannett/USA TODAY NETWORK, and Hilton hire Lisa to gain fresh insights, formulate new strategies, and launch breakthrough marketing ideas. In this episode, Lisa gave her insights about how to stay present and profitable in a data-driven world by working directly and interacting humanely with your customers and how can businesses make that leap from the way they did marketing when the economy was booming to how marketing is done now in a new ‘temporary’ reality. “Q: What should we be asking our people and our customers right now? A: Those two questions are: what is the most pressing challenge you’re experiencing right now and how can we help?” – Lisa Nirell Why you have to check out today’s podcast: Discover how to become a mindful leader who knows how to ask customers what they need and become the go-to service provider for that need Learn how to stay present and profitable in a data-driven world by working directly, and interacting humanely with their customers Discover how do you make that leap from the way you did marketing when the economy was booming to how marketing is done now in a new reality Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What is the meaning of the platitude. “We are in this together”? “It’s heard across the world right now. ‘Business owners are in it together.’ This is a time to deepen our relationships with each other and be willing to ask for help. Although that’s not something I have mastered. So, this is testing me as well to know when to raise my hand and say, ‘I really need some resources, I need some help. Can we work on this together?’“ – Lisa Nirell Resources|Links Free Mindful Marketer Bonus Gifts: https://www.energizegrowth.com/bonus Connect with Lisa Nirell: Website: https://www.energizegrowth.com LinkedIn : https://www.linkedin.com/in/energizegrowth Twitter: https://twitter.com/lisa_nirell
David Veech teaches leaders how to Love, Learn, and Let go so they can create a workplace that fully engages the creative and productive power of people. He learned through 20 years of service in the Army and is still learning. He has shared what he learned with thousands of students and clients since he retired. His messages will inspire you and your teams to obliterate obstacles, accelerate innovation, and elevate performance leaving everyone motivated and engaged for the future. In this episode, David shares how he helps leaders see where their personal behaviors are taking the organization away from their stated purpose and their stated goals. “The energy that is generated when people know that you’re actually listening and doing something with their ideas, then it just comes like a flood. It’s just very exciting to see an engaged workforce switch on. ” – David Veech Why you have to check out today’s podcast: Discover how to practice lean thinking as a leader — which is deeply rooted in developing people both technically and cognitively using ‘The C4 Process’ Learn how organizations of all types can create a leader-development system that defines critical leader behaviors, provides simple techniques for building and improving the skills that drive those behaviors, and establishes a mechanism for monitoring and enforcing those behaviors. Discover how personal behavior of leaders enhances influence and performance — and is positively associated with being perceived as a leader Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: When are we going to get back to normal [after the coronavirus pandemic]? “Let’s not go back to normal, let’s go back to better. So, what can we do now, while we’re in this virtual mode, what can we do now to analyze our processes, to solve some of our problems, to develop our people, particularly develop our leaders? What can we do now so that when we go back, we’re better and ready to just hit it hard?” – David Veech Resources|Links A full digital copy of The C4 Process and become a member of David mailing list, he offer a wide range of free gifts that are added to often.: http://leadersights.com/free-downloads/ Connect with David Veech: Website: https://leadersights.com/ LinkedIn : https://www.linkedin.com/in/davidveech Facebook: https://www.facebook.com/david.veech Twitter: https://twitter.com/davidveech
Regina Gulbinas is a business strategist who has worked with over 100 businesses, helping them scale correctly and in many cases re-organize. In this episode, Regina shares how she teaches CEOs how to run and grow their company correctly, preventing them to become major bottlenecks of their own company in terms of decision making and infrastructure resulting in improved cash-flow and long-term success and profitability. “Take responsibility that you’re the CEO, that you’re the leader. A lot of people are struggling and usually, business owners are the biggest bottleneck in their own business. ” – Regina Gulbinas Why you have to check out today’s podcast: Discover why it is important to teach CEOs and business leaders to make better and profitable decisions Learn the reasons why business owners become the major bottlenecks of their own company in terms of decision making and infrastructure Learn how to fail-proof your business in any industry with knowledge and infrastructure towards long-term success and profitability Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What’s Regina’s number one priority to her clients? “My number one priority is to teach the CEO to make better and profitable decisions because if I can’t do that, they’re going to continue going down the rabbit hole.” – Regina Gulbinas Resources|Links eBook: Fail-Proof Your Business in Any Industry. Get them here: https://www.reginagulbinas.com/free-stuff/ Connect with Regina Gulbinas: Website: https://www.reginagulbinas.com/ LinkedIn : https://www.linkedin.com/in/regina-gulbinas-82423120/ Facebook : https://www.facebook.com/ReginaGulbinasBusinessStrategist/ Twitter: https://twitter.com/ReginaGulbinas
Holly Duckworth is a trailblazing keynote speaker, applied mindful leadership advisor and a Stress Reduction Specialist. She is the Founder of the C-Suite Network Mindful Leadership Council. Holly is also a New York Times contributor, and Producer/Host of the Everyday Mindfulness Show. In this episode, she shares how she teaches leaders how to bridge the personal practice of mindfulness into the profitable business culture. "Take that extra moment to breathe, to relax, to center, to focus, and maybe listen a little bit, not only to our own intuition but the intuition and the data of our teams to create those focus results that are going to get this economy spinning forward in the right and perfect time. ” – Holly Duckworth Why you have to check out today’s podcast: Discover how to shift the culture of a company from a traditional to a self-aware and mindful one Learn how to become a mindful leader that has resilience, reliance on gut instinct, authenticity, and confidence Find-out how visioning, meditation, affirmations, and other “self-help” modalities help overcome leadership stress Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What's one other practice you could do beyond breathing and gratitude to overcome leadership stress? "It is that practice of centering. Take a moment every day and remember your center. That very first day you took this job, you started your career, that passion, that excitement, and continue to grow that practice because that will keep you in the present moment with passion--that will create profits, peace, and presence for your company." – Holly Duckworth: Resources|Links As Holly's gift to 3X Value Growth Listeners, get mindful mini-poster you can use at home and at work to remind you how to be mindful in every moment. Get them here:https://hollyduckworth.com/mindful-mini-posters Connect with Holly Duckworth: Email: holly@hollyduckworth.com Website: https://hollyduckworth.com LinkedIn : https://www.linkedin.com/in/hduckworth/ Facebook : https://www.facebook.com/hollyduckworthleadership Twitter: https://twitter.com/hduckworth?lang=en
Mark Boundy is a business builder, sales leader, author, coach, and consultant. He has grown businesses in a variety of industries for 25 years, amassing wide-ranging experience in sales, marketing, new product development, and product management. In this episode, Mark shares how he helps his clients find, win, and keep more business—more profitably. “Understand your value to your customer. And then make sure you can articulate that to the customer, you sell it and then you price it appropriately. ” – Mark Boundy Why you have to check out today’s podcast: Discover how to develop and show value in a customer’s mind Learn how to provide more value for customers without discounting your services short Learn how to deepen customer relationships and make your business more profitable Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Typical symptoms of that problem that you see owners experiencing Focusing on internal customers only. If you have developed processes where you have internal customers, that's a symptom because you've let people lose a view to the outside customers. Discounting too much. If you think that you might be discounting too much, you've got a symptom of the problem. Your salespeople fai to sell value. If your salespeople can't articulate the customer outcomes that your customer is going to receive from using your product or service, you've got a symptom of the problem. Resources|Links Radical Value: Elevate Your Company—And Career—by Unleashing the Power Inside Customer Centricity: https://www.amazon.com/gp/product/B08527K4ZG?pf_rd_r=A5GVJD373M9VJ6DEPDX6&pf_rd_p=ab873d20-a0ca-439b-ac45-cd78f07a84d8 Connect with Mark Boundy: Email: mark@boundyconsulting.com Website: http://boundyconsulting.com LinkedIn : https://www.linkedin.com/in/markboundy Twitter: https://twitter.com/BoundyMark
Barry Moltz is a small business expert that gets companies growing again by unlocking their potential. As a small business expert, Barry Moltz gets owners growing again by unlocking their long forgotten potential. With decades of entrepreneurial experience in his own business ventures as well as consulting countless other entrepreneurs, Barry has discovered the formula to get stuck business owners unstuck and marching forward. As a small business expert, Barry applies simple, strategic steps to facilitate change. “Close your eyes and imagine a consumer world where people rarely leave their homes. Now open your eyes, and how is your business going to react? How is your business going to reinvent itself in this world where most things will be done virtually?” – Barry Moltz Why you have to check out today’s podcast: Discover how to plan for your business in this Corona economy Learn how to build a business that can “bounce” through these cycles of recession for long-term success. Learn how to protect your business in the midst of the coronavirus crisis Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Common mistakes that you see business owners making at this time of the Corona crisis? “You have to have a plan right now about how your business is going to respond. It’s like, whenever we have one of these recessions, it’s like musical chairs, right? You’re going along, the music is going and all of a sudden, the music stops. And then you got to see where you’re at. You really have to assess how is your business going to respond to what really will be going on short term. I believe for another six or eight weeks, then long term, probably 18 to 24 months?” – Barry Moltz Resources|Links Free audiobook: Bounce!: Failure, Resiliency, and Confidence to Achieve Your Next Great Success published in 2008 for the Great Recession. Contact barry@moltz.com CoronaVirus Checklist – available on Barry’s website: https://barrymoltz.com/business/small-business-coronavirus-checklist/ Connect with Barry Moltz: Website: https://barrymoltz.com LinkedIn: https://www.linkedin.com/in/barrymoltz/ Twitter: https://twitter.com/barrymoltz Facebook: https://www.facebook.com/SmallBusinessUnstuck
Norman Wolfe, founder, and CEO of Quantum Leaders, is a leading voice in bringing about a transformation of the core paradigm of business. He is a 15-year veteran of Hewlett Packard, has lead and consultant with companies large and small. He is the author of The Living Organization, an application of the core principles of how the world works and how organizations can create extraordinary impact. “Most people are not as successful as they'd like. Either it takes longer than they want, they're not getting the efficiencies they want, they're not being as innovative as they want. ” – Norman Wolfe Why you have to check out today’s podcast: Discover why a shift in orientation from the traditional view of an organization as a machine to an organization as a living being is required Learn what 'a new paradigm' for both organizational management and personal transformation is all about and how this helps leaders Learn a better way to engage the world of business to make a positive impact on the society, world and the lives of people Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What is the common mistake that leaders do in their organizations? "One of the things they doing that's a big mistake is they think of their organizations like a machine, which in turn, makes them think in terms of people as cogs of the machine. Not consciously or not intentionally, it's just the way we're taught to think and how we manage the organization. And on top of that, it makes the leader completely responsible, which is really a burden. .” –Norman Wolfe Resources|Links Free gift landing page – www.quantumleaders.com/podcast/ offers the first 3 chapters of his book for free. Connect with Norman Wolfe: LinkedIn: https://www.linkedin.com/in/wolfe/ Website 1: http://www.quantumleaders.com/ Website 2: http://www.thelivingorganization.com/
Jennifer Peek is a solutions innovator. She provides clients with key strategic insights while helping them develop plans to profitably execute their visions. At Peek Advisory Group, she consults with business owners identifying business gaps and opportunities to increase value and prepare them for the next stage of business evolution – from growth to varied exit strategies. “Growth can camouflage a variety of issues. You can grow and math the fact that you've got products or services that aren't that profitable. But because you're just continually adding revenue, it doesn't really show up the way that it would if you were just in a flat revenue state.” –Jennifer Peek Why you have to check out today’s podcast: Discover why it is important to understand your company’s financial and operational value Identify any potential hiccups that your business might be having that affects your profitability Learn how having a system in place helps you manage your business growth for profit Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How having a system in place helps a business manage its profitability? “In a fast-growing company, business owners haven’t necessarily put a lot of systems in place to be able to monitor their profitability. And that’s a little bit more of a gray area for them. So, they focus on the things that aren’t going to get them a big return on their investment, and they’re still going to have cash flow problems.” –Jennifer Peek Resources|Links Do You Know Your Business Value? This 9 question quiz will give you a high-level insight into the general value of your business: Take the Quiz atwww.BusinessValueQuiz.com Connect with Jennifer Peek:: LinkedIn: https://www.linkedin.com/in/jenniferjpeek/ Website: https://peekadvisory.com/ Twitter: https://twitter.com/jenniferpeek
Tommy Breedlove is a business, relationship, and mindset coach and featured keynote speaker. He serves clients and audiences by empowering them to build and live Legendary Lives. He guides them to build a lasting legacy, work in their zone of brilliance, obtain financial freedom, and live with meaning and balance. "We need to know that we're not alone. All great leaders have leaders in their life, all great coaches have coaches, and that we need people to help us step in and step up and be the best entrepreneur and person that we can possibly be." –Tommy Breedlove Why you have to check out today’s podcast: Discover how to live a life of significance while building a lasting legacy Learn how to how to work in your zone of brilliance, obtain financial freedom, and live with meaning and balance. Learn how to become the person you’ve always wanted to be Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How to become legendary by participating in your own rescue? “Participate in your own rescue. Many of us put ourselves last.So many of us ambitious types, doubling down, investing in the stock market, will invest in our businesses, will invest in our networks, but we won’t invest in ourselves. And in order for us to be the best leaders and people that we can possibly be is – we have to invest in ourselves, first. Because once you become the best person and leader you can possibly be, then all from your success to your network, to your money, but also to your happiness and fulfillment will be achieved. “ –Tommy Breedlove Resources|Links START YOUR JOURNEY TODAY! Receive your copy of Tommy’s one page Legendary Life Plan and begin building your own.: https://tommybreedlove.com/ Connect with Tommy Breedlove: LinkedIn: https://www.linkedin.com/in/choosegoodness Website: https://tommybreedlove.com/ Twitter: https://twitter.com/TommyBreedlove Facebook: https://www.facebook.com/yourceomentor/ Youtube: https://www.youtube.com/channel/UCogUAlFMSKjdtJYY4uf29GQ
From university drop out to CEO of a multi-billion dollar business, Martin Moore forged a successful 30+ year career working for a range of blue-chip companies across multiple industries. Martin is now pursuing his true purpose; to improve the quality of leaders globally. A strong believer in the adage that “leadership drives culture; culture drives performance”, Martin is committed to helping organizations deliver real value uplift through improving leadership capability, and unlocking the latent potential of the workforce. “Leadership drives culture and culture drives performance.” – Martin Moore Why you have to check out today’s podcast: Discover how to cut through the ‘noise’ and get to the things that will truly make a difference to your organization. Learn how to implement highly successful and proven leadership strategies to enhance your performance (and confidence) in real-time Learn how to challenge conventional wisdom on leadership, culture change, and discover the key principles to success Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How to get better outcomes through better leadership? Focusing on value creation. What actually creates value for your business. And you’ve got to be absolutely crystal clear on that. From the people side, stripping out all the non-value adding activity that goes on in your business. Take an approach of simplicity and focus. Resources|Links Link: http://www.yourceomentor.com/ No Bullsh!t Leadership Podcast Connect with Martin Moore: LinkedIn: https://www.linkedin.com/company/yourceomentor/ Website: https://www.yourceomentor.com/ Facebook: https://www.facebook.com/yourceomentor/ Instagram: https://www.instagram.com/yourceomentor/
Jennifer Dawn is the owner of Jennifer Dawn Coaching and the founder of Best Planner Ever. She began her entrepreneurial career selling apples off her grandfather’s tree because a lemonade stand was so “yesterday”. She’s a serial entrepreneur who has grown two multi-million dollar businesses, is a successful speaker, and author. She helps motivated entrepreneurs master their goals, achieve a mindset for success, and create abundance in their businesses and lives. “We think by asking for help, it’s somehow going to like show a weakness in ourselves because we think, for some reason, we’re supposed to know everything. And we don’t. Nobody ever does.” – Jennifer Dawn Why you have to check out today’s podcast: Discover how to transform your mindset for success Learn why it is important to create a living vision of your most extraordinary life, set goals that flow together and are fun and easy to achieve Learn how to live each day with focus, purpose, and satisfaction to set you up for victory Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What’s a free thing that you could do that would have the biggest impact on your success? “Make an effort, an intention every day to get your mindset in the right place, eat at the right stuff, train the way an Olympic athlete trains for the gold. That’s probably the biggest and most important thing that will help you achieve the kind of success that you’re after to meet your goals easier faster, is if you’re in the right mindset to do it.” – Jennifer Dawn Resources|Links Link: https://bestplannerever.com/ Connect with Jennifer Dawn: LinkedIn: https://www.linkedin.com/in/jenniferdawn/ Website: https://bestplannerever.com/ Twitter: https://twitter.com/JenniferDawn8 Facebook: https://www.facebook.com/bestplannerever/ Instagram: https://www.instagram.com/jenniferdawn8/
Tabitha Laser is the author of the Organization Culture Killers, CEO of T.A. Laser Consulting, and a multi-faceted professional with over 25 years of leadership experience with government, Fortune 500 and startup organizations. Now, she’s sharing learnings on the journey to better and inspiring others to lead beyond best. In this episode, Tabitha brilliantly combines her expertise in risk reduction, human behavior, and strategy with existing ‘better’ practices and learnings from others, in this entertaining, easy to read, solution-packed beginner’s guide to leadership essentials. “If you’re harming your culture, and you’re out there applying all these resources that you are wasting time, money, effort on because you didn’t do it right, to begin with. ultimately, what’s going to happen, just like a building with a poor foundation, is your organization’s going to crumble.” – Tabitha Laser Why you have to check out today’s podcast: Discover the valuable free action to improve employee retention, compliance, customer satisfaction, and performance Learn how to identify and eradicate the insidious Deadly Practices preventing your organization from reaching peak performance Know why is it so important to get our foundation right from the get-go especially for middle-level companies Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How to implement Operating and Performance All-inclusive Leadership Systems (OPALS) that can be found in Tabitha’s book Organization Culture Killers “It’s a management system kind of on steroids, but at the same time fit for purpose. So, something they could do for free is look at the book and look at the high-level gap assessment criteria and go through that and say, ‘Where do we have gaps? Do we even talk about the management of change? What is that?’ Go through that list and see if you have gaps. If you do, those are the big-ticket items. So, then you can drill down further.” – Tabitha Laser Resources|Links Link: https://www.talaser.com/commitment Connect with Tabitha Laser: LinkedIn: https://www.linkedin.com/in/talaser/ Website: https://www.talaser.com/ Twitter: https://twitter.com/tabithaalaser?lang=en Facebook: https://www.facebook.com/TabithaALaser/ Instagram: https://www.instagram.com/talaserconsulting/?hl=en
Michelle Pascoe combines her extensive experience and specialized knowledge with an absolute commitment to igniting the potential in every individual, so they can achieve outstanding results. As an International speaker (CSP) established her business in 1994 employing 70 people. Michelle specializes in every aspect of service operations and processes – looking holistically at the overall impact of the customer experience. “What we’re looking for is a team leader who goes, ‘Okay, I’m actually going to be vulnerable in the workplace. I’m actually going to show the actions and behaviors that are behind the values and the vision of my business, or the business that I work for. And then I will trust my team, and I will show them how we can do things together.’ Not just being that micromanager or demanding from their point of authority.” – Michelle Pascoe Why you have to check out today’s podcast: Discover the challenges and solutions to leading multi-generational teams Learn how to enhance your leadership capability and navigate the full potential of yourself, your team & your organization Know how to ease the disconnect between vision and purpose of the management to your frontline team through delegation Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How to lead your multigenerational workforce? “Create those commonalities. Then they will learn something about each other, then it’s something more and they understand where people are coming from. That’s what grows a business. That’s what grows a team.” – Michelle Pascoe Resources|Links Link: www.michellepascoe.com/blog Connect with Michelle Pascoe: LinkedIn: https://www.linkedin.com/in/michellepascoe/ Website: https://www.michellepascoe.com/ Twitter: https://twitter.com/pascoe_michelle Facebook: https://business.facebook.com/MichellePascoeVIP Youtube: https://www.youtube.com/user/MichellePascoe
Kristen Gallagher is an organizational strategy and learning designer. She is the founder and CEO of Edify, a consultancy that builds technical onboarding programs for high-growth teams. She brings over a decade of brings expertise in the science of adult learning, business strategy, knowledge management, and organizational development to Edify. She has architected and delivered onboarding programs for companies ranging in growth from one to 100+ people per quarter, in just one office to over 13 global offices, and for fully on-site to fully remote teams. Gallagher frequently speaks and writes on the topics of onboarding, change management, and team communication. “The very next time that you have a new hire joining your company, you actually asked them to pay attention to what’s missing, and have them create a list of what kinds of information and knowledge they needed, or wish that they had to make their onboarding better. And then you use that new hire to write that documentation or to gather that from subject matter experts.” – Kristen Gallagher Why you have to check out today’s podcast: Discover why it is important to have an onboarding system that scales with you and cuts time to productivity in half - for every level of your business Learn the importance of investing in helping managers be better people leaders through targeted development Know how to ease your onboarding pains if you're tired of scrambling to onboard your new hires, struggling with the same-old, same-old management challenges, and looking to galvanize your team so they can meet the vision through the help of Edify Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How do Kristen Gallagher help managers onboard better? “The reason I think that that’s the most important question in onboarding, actually is that if a manager isn’t on-boarded well, then they are not going to be able to onboard the rest of their team well, and they’re not going to be able to manage their team well. And the answer to that question, how should I manage the onboarding of my own managers better, is by going around to the rest of the managers in your company, similar to the tip I offered with new hires, figuring out what they needed when they got started. Making that checklist for yourself. And then as you think about the kinds of tacit knowledge, the things that are in your head as a business owner, what kinds of things does the manager not know that you know about the ropes, say, learning the ropes part. And write those things into the checklist as well. So, I think that’s a really important question and a pretty easy answer as well.” – Kristen Gallagher Resources|Links Link: MVP Onboarding For The 97% of Startups Who Have None Connect with Kristen Gallagher: Website: http://www.edifyedu.com/ Twitter: https://twitter.com/edifyedu/ Pinterest: https://www.pinterest.com/edifyedu/
Paresh Shah is a tech entrepreneur, Harvard MBA, speaker, innovation and leadership expert, and mindfulness yoga instructor. His abilities to cross multiple worlds make him a sought after trainer and advisor to executives who wish to lift performance by intentionally integrating practices that drive innovation, motivation, and engagement with proven mindfulness techniques. Shah has spoken at TedXYouth, South by Southwest, Wisdom 2.0, Yoga Expo, and WBEC and has been featured in Forbes, Inc., Entrepreneur, and CEO.com. He is co-founder of Lifters, a leadership training company. “Our words, our actions and our thoughts, create our environment, they create our reality within our workplace and within our world.” – Paresh Shah Why you have to check out today’s podcast: Discover and operationalize the Four Lifter Leadership Mindshifts and associated skills to be the new type of leader more and more organizations are seeking Learn the importance of treating people as whole people, rather than simply as employees or units of labor or production Know how our actions and thoughts create our environment and reality within our workplace and our world Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What are the Four Mindshifts to be a lifter? Serve up – generate an awareness that there’s a massive shift happening in the world right now. A shift from the outmoded, hunting, controlling, competing and transacting way of business evolved to being positive, optimistic and in service to others where we attract customers and talent rather than transact or hunt for them. Listen up – this is about tuning to our body awareness and our intuition as a complement to our thinking brains. And it generates high caliber listening, mindfulness, empathy, productive dialogue and the ability to powerfully express and connect with others in order to sell or motivate. Show up – this helps lifters dive deep and recognize the breadth and depth of their own talents, and that of their workforce. Adopting show up, helps you activate the diversity that’s right there in front of you because with diversity, you get innovation and energy to catapult to new solutions. Act up – this teaches us how do we clearly defined victory, set collective intentions, remove constraints and create what we call inspired velocity so we can get that sort of growth Resources|Links Link: Ted Talk: Are You Naturally a Lifter? (TEDTalk) https://vimeo.com/248058944 Connect with Paresh Shah: LinkedIn: https://www.linkedin.com/in/pareshshah1/ Website: https://www.iamalifter.com/ Twitter: https://twitter.com/iamalifter Podcast: https://www.iamalifter.com/podcasts.html
Karen Walker is a consultant, author, and advisor to CEOs and senior leaders. She helps her clients grow their companies with successful outcomes that include IPOs, acquisitions, market share increases, and significant leadership development. Her clients include Inc. 500 start-ups and Fortune 500 firms. Her work helps senior leaders create internal strategies that support their organizations’ external growth; and she is the author of the recently published book, No Dumbing Down – A No-nonsense Guide for CEOs on Organization Growth. “Think bigger. oftentimes, we don’t find ways to think outside the box that we built for ourselves when we don’t know what’s possible. So, finding ways to help yourself think bigger.” – Karen Walker Why you have to check out today’s podcast: Discover how to put these ‘No Dumbing Down’ strategies to work-taking direct aim at pitfalls that can trip up even the most stellar companies Learn how to align the organization’s internal and external strategies for profitable and sustainable growth Know why when companies try to grow, they invariably over-focus on sales and revenue growth resulting in sales outpacing the company’s ability to fulfill its promises Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: One Valuable Free Action (VFA) that Karen Walker suggests to our audience that they could implement, that audience can implement that will help them solve the problem with this accelerated growth Get your team in a room. And sometimes that can just be a virtual room, I have a lot of clients who are now global in nature. And you can’t always get someone in the same physical room, do your best. And then focus, once you get them in the room, focus on how you get things done not just what needs to get done. And that would include of course an accountability structure. But I think process whether you’re looking at sort of seat of the pants or standard operating procedure, I call my SOP continuum, focusing on what process and how much you need is every bit as important as what you get done if you want to grow your business. Resources|Links Link: https://karenwalker.us/no-dumbing-down-book Connect with Karen Walker: LinkedIn: https://www.linkedin.com/in/karenwalkerus/ Website: https://karenwalker.us/ Twitter: https://twitter.com/KarenWalkerUS Podcast: https://podcasts.apple.com/us/podcast/no-dumbing-down/id1195126237?mt=2%20#iTunes
Strategic Business Advisor, Leadership Coach, and Podcast Host, Nicole Jansen has helped thousands of people transform their lives and achieve extraordinary results in business and their community. Her 30+ years of experience in business, leadership and human behavior along with overcoming adversity in her own life, has uniquely equipped her to empower greatness in others. She has interviewed over 285 difference makers on the Leaders Of Transformation Podcast and has reached listeners in 130 countries around the world. “A lot of times what holds us back is our mindset. The beliefs that we have about ourselves, the beliefs that we have about others, and the beliefs that we have about the world around us.” – Nicole Jansen Why you have to check out today’s podcast: Discover how to achieve the breakthrough of your business by gaining clarity and expanding your vision Learn how having the right mindset brings clarity and success to your business Know why checking-in where your business is at is essential for you and your organization’s success and collaboration Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: One valuable free action that Nicole Jansen suggests to our audience that they could implement, that will actually help them with their leadership in terms of driving value for the business? “Do a debrief, check-in where you’re at. Like if you’re on a journey, and you’re lost, or you’re getting out of control, what’s the best thing to do? To stop check-in, check your map, right? See where I am, see where I am in relation to where I want to go. And so, it sounds simple, but it’s very very powerful when you do that.” – Nicole Jansen . Resources|Links Link: www.discovertheedge.com/3X Connect with Nicole Jansen: LinkedIn: https://www.linkedin.com/in/nicolejansen Website: http://www.discovertheedge.com/ Twitter: https://twitter.com/DiscoverTheEdge Facebook: https://www.facebook.com/DiscoverTheEdge
Kristina Podnar works with some of the most high-profile companies in the world to see policies as opportunities to free the organization from uncertainty, risk, and internal chaos, while unlocking opportunity, strengthening the brand and driving digital innovation. “Assign somebody in the organization to be a digital policy steward. Somebody who’s going to be thinking about these risks, and the opportunities of digital. ” – Kristina Podnar Why you have to check out today’s podcast: Discover the role of digital policies in your organization and why it is important to protect your business Learn how to capitalize on digital age opportunities and minimize risk to your business Know your organization’s digital policy challenge and learn how to fix the gaps Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What is a digital policy all about according to Kristina Podnar “Digital policies are nothing more than guardrails. They are the guardrails around your digital that makes sure that your business isn’t going drive off of a cliff and get itself into trouble.” – Kristina Podnar Resources|Links Link: www.thepowerofdigitalpolicy.com Connect with Kristina Podnar: LinkedIn: https://www.linkedin.com/in/kristinapodnar Website: https://www.kpodnar.com/
Jack Finnell is a Yale graduate, Vietnam Veteran, semi-pro rock drummer, businessman, author, and Leadership and Management Excellence mentor. “A lot of times we just focus on breaking even, we get there and, “Oh, now what?” I’ll be thinking forward what are we going to do next.” – Jack Finnell Why you have to check out today’s podcast: Discover why do natural leaders often blow it in management and how can we fix that? Why be a manager or a leader? Is there an overlap? Why should we master both…and can we? What tasks and activities will help good leaders become better managers? Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: What factors should be considered in creating an exit strategy according to Jack Finnell “Employees, maybe you’ve hit your target financially. But what of all, all of the fine men and women who joined forces with you to accomplish the result? Make sure you don’t just consider yourself, and your own family members. Make sure you pay very, very close attention to your employees because they’re the people who made it happen for you in the first place.” – Jack Finnel Resources|Links Link: http://www.growthaccelerators.com Connect with Jack Finnel: LinkedIn: https://www.linkedin.com/in/jackfinnell/ Website: https://growthaccelerators.com/ Twitter: https://twitter.com/theEXITfirm
After spending 35 years building, buying and selling businesses, Clinton Lee now advises owners of UK businesses who want to extract the value they’ve got locked up in their businesses. “I advise them to start with an exit plan. Ideally, at least two or three years before they take their business to market.” – Clinton Lee Why you have to check out today’s podcast: Discover how do you find the right partner to assist in the sale of your business Learn guerilla advice and expert tips to help you get out of the sale exactly what you’re aiming to get Understand if it is possible to sell the business yourself. Where do you start? How do you keep the sale confidential from staff and customers? How do you run an effective sales campaign if you’ve never sold a business before? How do you ensure you get the right price? And more… Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: How do you value a business according to Clinton Lee Many business owners want to start with the value. They want to have a figure there, it makes them feel comfortable, it gives them some sort of reassurance. But I believe it’s completely the wrong thing to do. Because what you’re coming up with is a theoretical number, and buyers don’t care about that. Your efforts should be much better directed towards information influencing the kinds of things that buyers use to come to their value decisions. What matters is how much the buyer thinks you’re worth, not how much your value or thinks you are worth. or your accountant thinks you’re worth, how much your buyer thinks. Getting the right kind of buyers, getting the strategic buyers in, or are going to compete with other buyers on the transaction. Have somebody, a broker who will manage the whole process and get build some competitive tension. So, it’s about putting effort into finding the right buyers into finding well-funded buyers, finding strategic buyers who’re going to see more value in your business than other buyers, essentially. Create the conditions for them to open up their wallets and pay you the kind of money you’d like to see. Work on that rather than on obsessing about how much your business is worth. . Resources|Links Link: http://ukbusinessbrokers.com/ Connect with Clinton Lee: LinkedIn: https://www.linkedin.com/in/clintonleeuk Website: https://http://ukbusinessbrokers.com/ Twitter: https://twitter.com/theEXITfirm
Voted One of The Top 15 Business Growth Experts To Watch, a Top Sales Expert on LINKEDIN and one of the Top 41 Motivational Speakers, Meridith Elliott Powell is an award-winning author, keynote speaker. In this episode, Meredith shares how she helps clients learn the strategies they need to succeed, no matter what the marketplace does turning uncertainty to competitive advantage. “Get your team together, sit around and brainstorm. Get yourself outside of your business and think about the things that are happening. Because when you do that, you free yourself up to start to see the changes that are coming, you start to see the things that you can go ahead and change now.” –Meridith Elliott Powell Why you have to check out today’s podcast: Discover how to shift your paradigm about uncertainty and see it as an opportunity Learn how do you figure out what path or what direction to take when you're not really sure what's going to happen Understand why it is important as a business leader to zoom out, look 360 rather than staying firefighting in your business Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: The common mistakes Meredith sees leaders make within their organization Still trying to compete on product or service. And so, there’s no product or service that you make in today’s marketplace that your competitor can’t make, wouldn’t make, or doesn’t make. So that’s not what’s differentiating you in the marketplace, it’s the experience in your reputation. So, the first mistake is still trying to compete on a product or service and not really realizing how important the customer experience is. Still outsourcing employee engagement and culture to human resources. I mean, now, the most important thing you have is the team you surround yourself with and the most successful companies I see, that’s become the job of the CEO. And the last and probably one of the most important is the fact that the biggest mistake even though we know change is coming, they still are sitting and waiting for change to happen rather than anticipating, creating scenarios, and really planning for change before it comes. . Resources|Links Link: http://www.valuespeaker.com/ Connect with Meridith Elliott Powell: LinkedIn: http://facebook.com/MeridithElliotPowell/ Website: https://www.meridithelliottpowell.com/ Twitter: https://twitter.com/meridithpowell Youtube: https://www.youtube.com/user/meridithepowell Instagram: https://www.instagram.com/powellmeridithelliott/
Dwight W. Holcomb is the author of the #1 Amazon Bestseller “The Lean CMO”, a Member of the Forbes Business Council and the host of the business television show, “SaaS CEO Success TV”. The show airs on the C-Suite TV Network which has global distribution in over 59 million households and more than 90 million views per month. In this episode, Dwight demystifies the black box of modern marketing showing exactly how to get more with less. Through his storied career and first-hand experience, you will learn how to maximize the value of your teams, tactics, and especially, yourself. “A lot of times lead generation companies lose opportunities over the fence to sales. And if the process is broken on the sales side, the salespeople will just point the finger at marketing and say, ‘They’re bad leads.'” –Dwight W. Holcomb Why you have to check out today’s podcast: Discover how to marry online lead generation with sales prospecting for better results Learn how to maximize the value of your teams, tactics, and especially, yourself as the executive and CMO Understand a marketing system that’s lean, smart, and brilliantly effective to the core Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: The symptoms Dwight sees CMO's experience when they try to do all things by themselves Executives are pretty overwhelmed and kind of out of their space. CEOs trying to be a CEO, but he also has to play sales and also has to play marketing roles, and is, you know, really kind of overwhelmed wearing all those different hats. A lot of times lead generation companies losing opportunities over the fence to sales. And if the process is broken on the sales side, the salespeople will just point the finger at marketing and say, 'They're bad leads.' Resources|Links Link: https://www.hcdco.com/hacks/ Connect with Dwight Holcomb: LinkedIn: https://www.linkedin.com/in/dwightholcomb Website: https://dwightholcomb.com/ Twitter: https://twitter.com/dwightwholcomb?lang=en
Larry Stybel is a Harvard trained licensed doctoral-level psychologist and co-founder of two companies. Board Options, Inc. is a resource to Boards of Directors for Board talent and Board education. And Stybel Peabody which provides retained search for Board members, CEOs, COOs, and CFOs. Larry and his partner write monthly perspectives on leadership for PSYCHOLOGY TODAY. He also is an executive in residence at Lexington Search Fund Capital. In this episode, Larry shares how he helps companies hire competent leaders through customized, and pragmatic approaches to leadership change. "The biggest mistake that I see is, hiring authorities spend too much time focusing on the right functional or technical skills at the expense of culture fit." – Larry Stybel Why you have to check out today’s podcast: Discover why determining “culture fit” is so important in the hiring process Learn why companies hire so many incompetent leaders Confidence and competence, learn why they are not the same in terms of hiring Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Why do people hire so many incompetent leaders? Competence and confidence are not the same things. A lot of particularly male candidates come in exuding confidence. People start confusing confidence with competence. If somebody has competence, you want to test for it. You want to check references for it. But don’t assume competence based on someone’s confidence, two separate things. Women express confidence differently than men. And it works to the disadvantage of women. So, if you’re looking to hire really great women on your team, understand that you have a male candidate and you have a woman candidate. You need to understand men and women don’t think the same. And men and women don’t express their level of confidence in the same way, and just understand that. . Resources|Links Link: http://stybelpeabody.com/leadership_resources.php Connect with Larry Stybel: LinkedIn: https://www.linkedin.com/in/lstybel Website: http://www.stybelpeabody.com/ Twitter: https://twitter.com/lstybel Facebook: https://www.facebook.com/lstybel
Jessica Pettitt, M.Ed., CSP, pulls together her stand up comedy years with 15+ years of diversity training’s in a wide range of organizations to serve groups, to move from abstract fears to actionable habits, that lead teams to want to work together. With a sense of belonging and understanding, colleagues take more risks with their ideation, conserve precious resources through collaboration, and maintain real connections with clients over time. In this episode, Jessica shares her insights on how to do the best you can with what you have some of the time utilizing tough subjects to make better connections – better teams – better decisions – to be good enough now. ”If we could try to try, then we’re at least building up some momentum. And we can engage in some of those challenging conversations that we’re avoiding that doing real work. That’s ‘good enough now’.” – Jessica Pettitt Why you have to check out today’s podcast: Discover how to combine direct self-aware comedy with current events to stir up much-needed conversations Learn how to hold space for reclaiming self-responsibility so you can do the best we can with what we have Learn why ‘good enough, now’ is better than being perfect Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Why Jessica is an advocate of failure? I actually like failure. I think you learn a lot from failure. And if you’re doing something that will lead you to failing, you’re at least trying something new. – Jessica Pettitt Resources|Links Link: https://goodenoughnow.com/freebies/ Connect with Jessica Pettitt: Facebook: https://www.facebook.com/jessicapettitt Twitter: https://twitter.com/jesspettitt LinkedIn: https://www.linkedin.com/in/jesspettitt/ Website: https://goodenoughnow.com/
Of all the sales and marketing strategies you might adopt, there is only one strategy that will allow you to increase your revenue without increasing your marketing budget – and that is through multiplying your best clients. Bill Cates started, built, and sold two successful book publishing companies. Bill is now the founder and president of Referral Coach International and works with businesses who want to multiply their best clients by adopting proven processes to generate more purposeful word of mouth, referrals, and introductions from advocates. He is also the author of three best-selling books: Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals and Radical Relevance. In this episode, Bill shares his process on how he helps people bridge that gap of how do we become appropriately proactive without, again, looking needy or pushy. “I believe that serving the heck out of clients will create incremental growth and we need to do that. But if we have ways to leverage, to promote introductions, then we can create exponential growth.” – Bill Cates Why you have to check out today’s podcast: Discover the #1 key to acquiring more RightFit clients … and the real reason why your value proposition falls flat) Learn how to get more referrals without asking (and ask without looking desperate) Learn simple steps to maximize introductions, and create advocates for your business Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Typical symptoms of that problem that you see prospects, clients, experiencing and to make them realize that they have this problem? Sometimes the gap is they’re not being purposeful enough. They promote the possibility of introductions, but they don’t really ask. They don’t want to look aggressive, needy, pushy. Resources|Links Link: www.MultiplyYourBestClients.com Connect with Bill Cates: Facebook: https://www.facebook.com/ReferralCoach Twitter: https://twitter.com/Bill_Cates LinkedIn: https://www.linkedin.com/in/billcates/ Website: https://referralcoach.com/
Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 30 years of professional deal-making and negotiating experience as a successful entrepreneur, attorney, and consultant. He is the author of Authentic Negotiating and hosts the Fueling Deals podcast. You can learn more about Corey, his companies and current projects at www.coreykupfer.com In this episode, Corey shares his dedication to inspire authenticity in business on topics such as authentic negotiating, authentic deal-making, and how to build authentic business relationships. “If you want to be a great salesperson, a marketer, or provide great service, you need to build a skill set and a team around that. The same thing with deal-making.” – Corey Kupfer Why you have to check out today’s podcast: Discover what authentic deal-making is all about and why it is important Know the key elements that are crucial to successfully closing deals and having them work for all parties Learn how to prepare for a deal to increase the chances of it closing Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Deal or no deal? Five common mistakes people make when negotiating deals Their biggest mistake is that they don’t do it at all. They only focus on organic growth. They don’t have a vision and a plan for how they want to do it. They see an opportunity that comes up, they’re reactive. They don’t get clear on even why they’re doing it. They don’t get clear on exactly what’s acceptable to them and not. They don’t prepare in a way that would have them be successful. Resources|Links Link: www.FuelingDeals.com Connect with Corey Kupfer: Facebook: https://www.facebook.com/CoreyKupfer/ Twitter: https://twitter.com/coreykupfer LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://coreykupfer.com/
Stephen M. Shapiro is an expert on innovation, the creator of Personality Poker®, the author of Best Practices Are Stupid, and a speaker who has presented to audiences in more than fifty countries. He previously led a 20,000-person process and innovation practice during a fifteen-year tenure at Accenture. He is a regular columnist for Inc.com. In 2015 he was inducted into the Speaker Hall of Fame. And in 2017 he was a regular judge and mentor on the TLC innovation reality television show, "Girl Starter." His sixth book, INVISIBLE SOLUTIONS, will be published early 2020. "Anytime you're making an investment, I want you to just put the pause button on it. Don't stop it. But put the pause button on it. Ask yourself a simple question, which is, what is the problem we're really solving? What is the problem we're really solving?" - Stephen M. Shapiro Why you have to check out today’s podcast: Discover breakthrough solutions faster through effective collaboration and by looking beyond their areas of expertise Know how to reveal hidden solutions to difficult problems by asking better questions. Learn how to solve the right problems...the right way...in less time...with less risk Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: "I think is important for companies to focus on is recognizing that the best answer, the best solutions, are often right in front of your nose. If we can take the time to actually step back and make sure we're solving the right problems, and we're reframing them the right ways, we will get an incredible amount of value." - Stephen M. Shapiro Resources|Links Link: www.Stephenshapiro.com Connect with Stephen Shapiro: Youtube: https://www.youtube.com/user/247innovation Facebook: https://www.facebook.com/Shapiroinnovates Twitter: https://twitter.com/stephenshapiro LinkedIn: https://www.linkedin.com/in/shapiroinnovates/
Kevin Hallinan is an expert at developing sales teams into high achievers, and sales leaders into true coaches and mentors. He is a partner at WINNING, Incorporated, part of the worldwide Sandler Sales Training Network. He regularly speaks before audiences large and small and hosts Winning Business Radio on W4CY Radio. In this episode, Kevin shares how he helps develop sales teams into high achievers, and sales leaders into true coaches and mentors. “Q: Why do business leaders continue to make the same mistakes over and over again?A: A lot of the organizations that I work with, the leaders didn’t come up to the sales organization, so that world is foreign to them. They’re technologists, they’re experts in a field. They’re not sure how to coach and manage the sales animal if you will.” – Kevin Hallinan Why you have to check out today’s podcast: Discover how to transform mediocre performers into selling superstars. Know battle-tested advice on driving personal and organizational success by breaking the rules of conventional selling. Learn how to avoid the trap of repeated sales mistakes Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Valuable free actions that Kevin suggest that the audience members can implement that will increase the value of their business. “Hold salespeople accountable to minimum behaviors that drive pipeline.” -Kevin Hallinan Resources|Links Link: www.winninginc.sandler.com Connect with Kevin Hallinan: Youtube: https://www.youtube.com/user/SandlerWorldwide Facebook: https://www.facebook.com/WINNINGIncorporated Twitter: https://twitter.com/WINNINGSandler LinkedIn: https://www.linkedin.com/company/winning-incorporated/?trk=hb_tab_compy_id_
An author, speaker and consultant, Ken Keis PhD, the President and CEO of CRG Consulting Resource Group International Inc., is an expert on leadership, life purpose, wellness and the foremost global authority on behavioral assessment strategies and processes that increase and multiply your success rate. In this episode, Ken shares how he helps individuals, teams, and organizations to realize their full potential and to live on purpose. “Get to know yourself, you’re the only person that’s responsible for it.” – Ken Keiss Why you have to check out today’s podcast: Discover the secrets to understanding yourself and others Know know more about style and how you can use it to improve your life, relations and interactions with others? Learn more about interacting with others and how style affects every area of your life Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Valuable free actions that Ken can suggest that the audience members can implement that will increase the value of their business. First of all, is just taking action, make this a priority. Decide today that now this is going to be priority – to develop ourselves, develop our skills, and to look for what the gaps are, so we can go to the next level. Resources|Links Get a copy of Ken Keis’ Book: The Quest For Purpose A Self Discovery Process To Find It, And Live It!: https://kenkeis.com/3xvalue www.crgleader.com
Shep Hyken is a customer service/experience expert and keynote speaker. He is the New York Times bestselling author of seven books, including Moments of Magic®, The Cult of the Customer, Amaze Every Customer Every Time, and The Convenience Revolution. He also created The Customer Focus™, a customer service training program. In this episode, Shep teaches business leaders and owners the importance of creating a customer service culture. “I want you to think about being convenient for your customers. Be easy to do business with, eliminate friction, find the interaction points, again, those moments of truth.” – Shep Hyken Why you have to check out today’s podcast: Learn how to create an amazing customer service experience Know why customer experience is your business’ single biggest competitive advantage Discover how to make your customers no longer compare you to your competitor as they compare you to the best service they ever had from anyone. Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Typical Symptoms Of That Problem For Businesses That You See Them Experiencing Or That They Talk About That Makes Them Realize They Need Help with Their Customer Service Culture There has to be the measurement in place. You can’t manage what you don’t measure. We could look at customer satisfaction scores, for example, what are those scores? We can look at churn. How often do we do business with a customer and then we never hear from them again? If you want to call it a number or a stat, does the customer come back? Because that’s really what we’re focused on. Loyalty being about the next time every time. What are we doing now to make sure that the customer comes back? Resources|Links https://hyken.com/blog/ Connect with Shep Hyken https://hyken.com Facebook Twitter Linkedin Contact Shep (314) 692-2200
John DiJulius is the authority on world-class customer service. He is an international consultant, keynote speaker, and the best-selling author of three customer service books. His newest book is The Relationship Economy. He is the founder of three businesses: The DiJulius Group, an international consulting firm focused on changing the world by creating a Customer Service Revolution; John Robert’s Spa, a chain of upscale salons in Northeast Ohio which has repeatedly been named one of the top 20 salons in America; and Believe in Dreams, a non profit that helps make dreams come true for deserving children. In this episode, John teaches business leaders about the importance of relationship-building in the digital age. He argues that in spite of (and because of) the advances in tech, we've become a less connected society. We have dramatically evolved away from face-to-face communication, and the skill of building rapport is evaporating. This means that customer personalization and relationships are more important now than ever--and they will be the key to success for businesses moving forward. “Today we live in a digital disruption era, and technology has provided us unprecedented advances, however, as convenient as it is, it’s also changed every part of society. And we are relationship-ly disadvantaged, and personally and professionally, and we’re living in a touchscreen age.” – John DiJulius Why you have to check out today’s podcast: Learn why everyone says technology weakens relationships Know why customer experience is your business’ single biggest competitive advantage Discover why relationship economy is all about valuing customer experience, customer personalization, and relationships - the key to success for businesses moving forward Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: Three Strategic Ways to Dominate The Relationship Economy Use technology. I love technology. It’s not the enemy. Use technology to perform basic tasks. Conveniences enabling your employees to focus on what’s most important. Building relationships that result in higher customer loyalty, retention, lifetime value, and job satisfaction. Build a culture, an internal culture that creates emotional connections with your employees. Incorporate the relationship building, training, for new and existing employees. Resources|Links https://thedijuliusgroup.com Connect with John DiJulius https://thedijuliusgroup.com Facebook Twitter Linkedin
Charles H. Green is an author, speaker and world expert on trust-based relationships and sales in complex businesses. Founder and CEO of Trusted Advisor Associates. Charles is the author of Trust-based Selling, and co-author of the iconic The Trusted Advisor and the Trusted Advisor Fieldbook. In this episode, Charles shares how trust is the single most powerful factor driving client relationship effectiveness – including business development. “People look at the word trust, and they read these things in the press about trust, and it makes it look like it’s a simple problem. And they want to become known for being more trustworthy. ” – Charles H. Green Why you have to check out today’s podcast: Learn how to deserve and earn a buyer’s trust. Determine how trust between buyer and seller is created and explains how both sides benefit from it. Discover why trust goes hand-in-hand with profit; how trust differentiates you from other sellers; and how to create trust in negotiations, closings, and when answering the six toughest sales questions. Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Resources|Links www.trustedadvisor.com Connect with Charles H. Green Facebook Twitter Linkedin
Brian Ahearn is the Chief Influence Officer at Influence PEOPLE. An international speaker, he specializes in applying the science of influence in everyday situations. He’s one of only 20 Cialdini Method Certified Trainers in the world. His new book, Influence PEOPLE, is an Amazon bestseller. In this episode, Brian talks about how to influence people using the Science of Persuasion and what it means to influence people. “One of the most simple things that people can do, instead of telling people what to do, start asking. ” – Brian Ahearn Why you have to check out today’s podcast: Learn the importance of Influence in sales and negotiations Determine what it means to influence people Discover how to influence people using the Science of Persuasion Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model Episode Takeaway: “Don’t try to get people to like you, but do what you can to try to come to like the people you work with, the clients you serve, the vendors you deal with, and any other constituents that you interact with, do your best to come to like them. And then the side benefit of it is this, you’ll enjoy working a whole lot more.. ” – Brian Ahearn Resources|Links https://www.influencepeople.biz/ Connect with Brian Ahearn Facebook Twitter Youtube Linkedin
Laura Pennington Briggs is a former inner-city teacher turned freelance writer, entrepreneur, TEDx speaker, and author of "How to Start Your Own Freelance Writing Business" with Entrepreneur Press. Since 2013, she's worked full-time as a freelance writer online. Today, she manages her freelance writing business in the mornings and coaches other freelancers in the afternoon. A digital nomad with a passion for freedom-based careers, Laura uses her skillset to help freelancers build a tailored plan for their success. In this episode, Laura talks about how she helps freelancers and service-based be unstuck, move forward and scale without burnout or headaches. "If you're someone who makes a hundred or five hundred or a thousand dollars an hour, don't get stuck doing $20 and $30 an hour task. find one thing you're doing in your business that can be easily outsourced to somebody else for a much lower cost freeing up your time to work on more of those high-value tasks." –Laura Pennington Briggs Why you have to check out today’s podcast: Learn the importance of delegation to business success Determine why business owners struggle to outsource Discover how to turn your freelance side hustle into a full-fledged career you love, pays the bills and helps clients Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: How Laura make business owners outsource and get them to break the time-suck non-income generating habits? I think it's to recognize that you can stay where you're at right now but it's not going to help you go to the next level. And one question I challenge you to ask is, 'As you're doing these tasks say, Would a CEO be doing this? Would you find a CEO of a company doing this particular administrative task?' And if the answer is "No", it might be time for you to change up how you approach it and what you decide to do instead. " - Laura Pennington Briggs Resources|Links Better Biz Academy Channel on YouTube Connect with Laura Pennington Briggs Freelance Freedom Youtube Channel http://www.betterbizacademy.com Book: Start Your Own Freelance Writing Business: The Complete Guide to Starting and Scaling from Scratch info@betterbizacademy.com +(1) 240-686-5547 Enjoyed the Podcast? Please subscribe on iTunes for updates
Allan Langer is an award-winning sales consultant, best-selling author, sales coach, and trainer, and motivational speaker that has sold over 70-million dollars’ worth of product in his 22-year sales career. His book, The 7 Secrets to Selling More by Selling Less, is a hit with nothing but 5-star reviews on Amazon, and his philosophy of “helping” people, not “selling” people, has been resonating throughout the selling world. In this episode, Allan talks about how to take your sales game to the next level by helping, not selling. “If your mindset is, ‘I’m not here to sell you. I’m here to help you.’ You’ll actually be amazed at how many more sales you make because you don’t have the “commission brats” walking in. The customer realizes in a genuine way that you are there to help them.” –Allan Langer Why you have to check out today’s podcast: Learn to sell more than you ever have in your career; Know how to sell a product or service to customers and actually feel good about yourself doing it; Discover how to never use a “sales pitch” again Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: What can you do after the book is done to keep yourself motivated and to actually implement The 7 Secrets to Selling More by Selling Less: …..The Ultimate Guide to Reinventing Your Sales Life A- Animate, which means get going, start. C- Calibrate, calibrate yourself. Stop once a week and actually figure out if you’re on the right track. If you’re doing things that are heading in the right direction. M-Motivate, obviously you had to figure out how to motivate yourself and what motivates you. A- Adulate is the last one. And that means when you do something that you’re proud of, reward yourself. Take yourself to dinner, buy yourself a bottle of wine. Don’t just pretend that’s like, “Okay, that’s just part of my day”. Actually, reward yourself. Resources|Links The 7 Secrets to Selling More by Selling Less: …..The Ultimate Guide to Reinventing Your Sales Life https://allanger.com Connect with Allan Langer https://allanger.com Linkedin Facebook Instagram Enjoyed the Podcast? Please subscribe on iTunes for updates
Mark Stiving is chief pricing educator at Impact Pricing. He earned a Ph.D. in pricing, wrote a book on pricing, and wrote hundreds of articles and blogs. He was a pricing executive and has coached many companies on pricing and value. He currently shares his pricing knowledge on the podcast, Impact Pricing. In this episode, Mark talks about how value-based pricing helps a business be more profitable through an understanding of pricing and value. “Value-based pricing simply means charge what your customers are willing to pay.” –Mark Stiving Why you have to check out today’s podcast: Know your way to more profitable pricing by adopting value-based pricing Learn why you should charge higher prices for your services Know why pricing is the most powerful tool in your marketing mix Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: Different Revenue Buckets that Subscriptions Have to Deal With The first bucket is customer acquisition and everybody deals with how do I go when new customers. The second bucket is customer retention; how do I keep the people who I’ve won. And this is a real pain point when people drop out so it’s an easy one to not ignore. But the third one is how do I grow my existing customers. How do I get my current customers to pay me more money? The third bucket is revenue bucket that almost everybody ignores. Resources|Links Subscription Growth Calculator: Gain valuable insight when you try our proprietary Subscription Growth Calculator at no cost. This powerful tool helps you determine how to grow your company through each key revenue bucket: acquisition, retention, and expansion. get it here: www.impactpricing.com/sgc Connect with Mark Stiving Email: mark@impactpricing.com www.impactpricing.com LinkedIn Twitter Podcast Enjoyed the Podcast? Please subscribe on iTunes for updates
John Weeks is Managing Director, Family Wealth & Business Transition Planning at Harvest Capital. He is a financial service professional with over thirty years’ experience working with business owners to grow and then preserve the value realized from a business sale. His experience includes growing up in a family business and then in commercial banking and wealth management during his professional career. In this episode, John Weeks fills us with his expertise about how he enrich clients’ lives by helping them achieve important financial goals, priorities for themselves and their families, and step on their next adventure not only in their business but also in their life. "To do more for the world than the world does for you, that is success." –John Weeks, quoting Henry Ford Why you have to check out today’s podcast: Know how to plan for your life after the sale of your business Learn the ‘three clocks’ that can help you to grow and manage your business. Know the importance of free transaction and post-transaction Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: 3 Clocks of a Business The first clock is the industry clock. You know you want your industry to be in favor, you want the multiples to be high. Not as much control as a business owner over the industry but you want to know when the right time in your industry is to exit your company and sell your company. The second clock is the business clock. Preparing the business and all that goes into the business for this ultimate sale. You're looking to show growth in your business, have a very good management team, to have a diversified customer list, and great products, and all those things. So that's really preparing the business clock. And the third clock is the personal and family clock. This is the one that we focus on. And what we have found and heard is that it is the personal and family clock the one where it's getting the business owners its head in the right place, their emotions in the right place, and also their overall financial picture in the right place, so that they can come out of a transaction like it's with the profits, that they can go to that next adventure to live the lives that they want to live. Resources|Links Harvest Capital Website: www.harvestcap.com/your-next-adventure Connect with John Weeks www.harvestcap.com Linkedin mhudson@harvestcap.com
Raoul Davis is CEO of The Ascendant Group, a world leader in CEO branding with offices in Egypt, Lebanon, and the Netherlands. Ascendant helps CEOs, retired athletes, and executive leaders increase their top line revenue. Ascendant’s integrated model includes brand strategy, public relations, book deals, social media, and brand design. Davis has been invited to small business forums at the White House and is considered to be a global expert on CEO and executive branding. In the episode, Kerri talks with Raoul Davis about building a personal brand. Raoul shares some of his strategies on how they build CEOs into industry experts. “Business isn’t just B2B or B2C anymore. It is now H2H, human to human connectivity.” – Raoul Davis Why you have to check out today’s podcast: Learn how to create a stronger CEO brand Know how to determine which audiences you want to go after and what message will connect with them the most Learn why ‘speaking human’ is important to make your market understand what you do Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: 3 Reasons Why Building a CEO or Executive Brand is Important To grow the top line revenue of your business. To build a more portable brand. So if you are a CEO or an executive in having multiple entities you’re involved in building a brand can help you market many of them and makes you look good in the marketplace. People like Elon Musk and Richard Branson have been masterful at this. To build a legacy. Resources|Links Ascendant Group Website: www.ascendantgroupbranding.com Connect with Raoul Davis www.ascendantgroupbranding.com Linkedin Facebook Twitter
Kyle T Kadish is the President of Advantage Wealth Solutions – a company that utilizes strategies within the tax code and investment opportunities across all capital markets helping investors maintain wealth and enhance investment portfolios. Since 2004, Kyle T Kadish has worked with investors to take advantage of investment opportunities across all markets. His focus has been introducing investors to strategies, securities, and investment structures to enhance their portfolios. With a focus on the Internal Revenue Code, he structures transactions and utilizes investments that allow taxpayers to keep more of what they have created and built – deferring, mitigating, and reducing tax liabilities In this episode, Kyle Kadish of Advantage Wealth Solutions is here to fill us in on some of it. Through real estate and some amazing tax laws, investors are able to make world-changing improvements for themselves. “Business owners have been paying taxes the payroll taxes property taxes, profitability taxes, depending on which state they were in. And upon exit. They don’t want to give up more of that value that they’ve created over the life of that business.” – Kyle Kadish Why you have to check out today’s podcast: Learn how to get your business taxes under control Discover ways to tackle common tax tribulations that continue to fluster small-business owners Learn the tax implications when you are exiting a business. Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: Ways to Control Tax Tribulations and Control Your Taxes Start early, keep good books. Pay attention to deductibles and business expenses. Ask for professional help. Resources|Links For FREE tax savings analysis on a commercial or investment property, or a stock or a business you own, please visit and complete the form at www.mydstplan.com/ktkadish Full Interview Transcript Kerri Salls: Hello everyone. Welcome to another edition of the 3X Value Growth Podcast. My name is Kerri Salls coming to you as always from New Hampshire. Kerri Salls: My piece of New Hampshire trivia for this episode is that Alan Bartlett Shepard,Jr, the first American to travel in space is from Derry, New Hampshire-my town. I’m joined today by Kyle Kadish of Advantage Wealth Solutions. First very much welcome, Kyle. Kyle T Kadish: Thank you very much, Kerri. Glad I could be here today. Kerri Salls: I am so glad you are really. I know how busy your schedule is and just finding time to make this happen. I really appreciate you finding the time where you are so much in demand. I feel we’re really fortunate to have you here for this interview. Thank you again. Kerri Salls: And so everyone else appreciates what you bring to the table, Kyle. I just wanted to tell them that since 2004, Kyle has worked with investors to take advantage of investment opportunities across all markets. His focus has been introducing investors to strategies, securities, and investment structures to enhance their portfolios. Kerri Salls: With a focus on the Internal Revenue Code. He structures transactions and utilizes investments that allow taxpayers to keep more of what they’ve created and built. Deferring mitigating and reducing tax liabilities. Kerri Salls: So I think it’s perfect that your title for our seven-minute interview today is ‘Controlling Your Taxes’. Very, very nice and we’re gonna do that in just seven minutes, right? Kyle T Kadish: Well we certainly are. But I got to say whenever I’m hosting a continuing education session, bring up the idea of taxes I need to lock the room just so people stay, and pay attention. Kerri Salls: Well, we want them excited not fearful. So, we’ll work on that. Definitely. So we’re going to get started. And the first question is who’s your ideal client? Kyle T Kadish: Yeah it could be very general and broad just to say anyone that has a near-term liquidity event. But more in particular Kerri, it comes down with anyone that has the tax liability being created from that event. Business owners real estate investors are the two areas where most of my clients are in. Kyle T Kadish: When it comes down to the business owner it’s really looking for someone who’s maybe selling in the next six months or so. And with a mid-market valuation, the company somewhere between 4 and 9 million dollars is where we can provide the most efficiency of the tax code. When it comes down to the business owner it's really looking for someone who's maybe selling in the next six months or so. - @ktkadish CLICK TO TWEET Kyle T Kadish: However, what we’re it really makes sense could be anyone who has $250,000 or more generating tax liabilities for the amount of sale of an asset. Kerri Salls: So you’re telling me that they need to speak to you at least six months before a transaction would occur. Not necessarily six months I would say, we can conduct transactions in much less time. I think that provides all parties enough review enough of a review period. We don’t really need to be working with anyone longer than that timeframe. Because they’re working with other professionals to build their enterprise. Kerri Salls: So number 2, what problem are you solving for these business owners and individuals? Kyle T Kadish: Yeah it really comes down to the taxation upon the sale. We’re helping them retain more of the pre-tax dollars that can be utilized post-sale. It really comes down to the taxation upon the sale. We're helping them retain more of the pre-tax dollars that can be utilized post-sale.- @ktkadish CLICK TO TWEET Kyle T Kadish: Again I mentioned business owners and real estate. But it could even work for individuals who are selling collectibles. We really work on the… as I said earlier the mid-market business owner. But for a lot of those individuals, they will also maybe own a vacation home or investment property and we can actually help consolidate those assets on a pre-tax basis after the sale, too. Kerri Salls: Okay. Well, we’re two and a half minutes in number three what are the typical symptoms that you see that people are experiencing or that they start talking about that made you laugh. Kyle T Kadish: Yeah. I think we all know and understand that we have an obligation to pay some taxes but many individuals I speak with Kerry feel they pay too much. Or it’s not necessarily their decision as to how much they pay. Kyle T Kadish: So business owners have been paying taxes the payroll taxes property taxes, profitability taxes, depending on which state they were in. And upon exit. They don’t want to give up more of that value that they’ve created over the life of that business. Sometimes upon the sale, the markup could be 40- 50 % just because the seller has a net number. We’re also not able to help them keep more of that gross but maybe even they can take a little less than they would want to market because we’re going to have greater use of that capital. So the company becomes more marketable. Kerri Salls: But I also think I just heard you say that they could take a little bit less because they won’t be giving away extra to Uncle Sam. Kyle T Kadish: Correct whether it’s Uncle Sam or their own state taxes. The states as well that they might be subject to. Correct. So we’re not avoiding taxes in any way rather it’s structuring when you pay the taxes and how much you pay. Kerri Salls: Got it. So onto question number 4 what do you see are the most common mistakes that people are making when they try to solve this on their own? Kyle T Kadish: Yeah! It really comes down to they don’t know what they don’t know. Not faulting anyone at all or placing blame here. But a lot of the professionals they might be working with let’s just use an accountant for example if an accounting practices 150 households, how many of them in any given year will be going through a liquidity event? Kyle T Kadish: It’s a de minimis number. So you might be the only client going through this situation. So it’s not something necessarily the accountants focus on. What we’re able to do is make the accountant more of a scorekeeper or maker instead of a scorekeeper. Also with business brokers, we can make them more honest in the sale. Because we’re closer to that true value of what the client will have after the sale. Kerri Salls: Then, question 5, what is one valuable free resource (VFR) that audience members can implement right now to start solving the problem? Kyle T Kadish: Well, As they continue to work with you and other great professionals and advisors like Doug and Jason, they do have an idea in mind of what their exit will be. They should be working with their accountant and financial advisor now to start harvesting the losses from other parts of their portfolio which can be carried forward to offset that gain. Kyle T Kadish: Just a little on capital markets and the stock, let’s just say the S&P 500, historically 30-40 of the names in the S&P have been negative each on any given year. So you could sell those stocks and carry forward those losses until a point in time to offset gains. Kerri Salls: That’s perfect. Therefore my next question for you is what is one valuable free resource you can direct people to that will further help with that problem. Where can they go to get more from you? Kyle T Kadish: Yes certainly. Through our websites myDSTplan.com/ktkadish it’s posted attached to the description of this podcast. But that’s where we just begin the conversation. As I mentioned earlier every situation is different and we want to begin having that conversation to see if this actually makes sense for the business owner or real estate investor. I will also add that there is no charge or any fee until the transaction actually happens. My last question is what’s the one question I should be asking you that would give great value to our listeners and then tell us the answer too, please. Kyle T Kadish: Yes sure. Kerri this comes up all the time when I’m having conversations with those business owners or the real estate investors, why haven’t I heard this before? And I can’t answer that. But I can say that it’s been codified in the Internal Revenue Code for over 90 years. My colleagues and partners I work with have been focused on this for a quarter century and it’s been proven and tested by the IRS. Thousands of transactions and billions of dollars that were allowing those tires to continue making productive use of a pre-tax basis. Why haven't I heard this before?-@ktkadish CLICK TO TWEET Kerri Salls: That’s huge. Definitely. Kerri Salls: Thank you so much. I really appreciate your time today. It’s been a pleasure to have Kyle Kadish here on the 3X Value Growth Podcast, Kyle. Kyle T Kadish: Kerri, thank you for having me and listeners thank you for tuning in. Kerri Salls: Thanks for checking out the 3X Value Growth Podcast if you like what we’re doing here. Head over items and subscribe leave us a review or rate us. It’s very much appreciated. And if you’d like to learn more about the 3X Value Growth Model go to www.3xvaluegrowth.com/model for the PDF. Connect with Kyle T Kadish www.advantagewealthsolutions.com Email Linkedin Enjoyed the Podcast? Please subscribe on iTunes for updates
John Dustin is the owner of JED Insurance in Massachusetts. He is a life-long learner. His commitment and passion for the insurance industry has never waivered for 31 years, the last 18 years owning his own firm providing insurance and risk management solutions with the protection and planning you deserve. In this episode, John shares how he helps clients know, understand their risk and help them interpret the information and scenarios they need to know so they can plan the protection they need to be risk-free. “Put price aside in the short term and see what all the exposures are, and what their various risks are within those exposures. And determine what they want to insure.” – John Dustin Why you have to check out today’s podcast: Learn why it is important to understand and identify risk in business Discover what it means to hire an insurance partner for ‘culture fit,’ and how to do it right to help you and your business risk-free Learn why as a business owner, you need to know your risk exposures to help manage your business risk and prepare you for scenarios that may directly affect your business Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Resources|Links For more information about our vast selection of insurance coverage options for business and personal protection, visit JED Insurance at www.jedinsurance.com Connect with John Dustin www.jedinsurance.com LinkedIn Enjoyed the Podcast? Please subscribe on iTunes for updates
Jason Tuzinkewich is a business transformation consultant with 20 years of professional experience in business operations and development. He is well positioned to guide business owners through their M&A options while coordinating all efforts to help ensure a successful outcome for each and every one of his clients. In this episode, Jason shares how he supports organizations in identifying and realizing their next-level potential thought active engagement at every stage of the planning, implementation and reviewing the transitional cycle. He provides insights, experience, and resources to complement the existing organization, and working together toward a unified vision. “Every business owner is going to exit their business at some point. Even that point is decades into the horizon, it’s never too early to get started and preparing for it.” – Jason Tuzinkewich Why you have to check out today’s podcast: Learn Jason’s hands-on approach in partnering with organizations to identify and realize their next-level potential Discover how Jason guide other business owners through their change options to achieve durable long term success Learn why it is important to translate functions into repeatable processes and optimizing them for specific business applications Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Resources|Links Initial Strategic and Operational Analysis Survey: Reach out to Jason’s team at Blue Sky Resources Capital www.blueskycapitalresources.com/contact-us/ Connect with Jason Tuzinkewich www.blueskycapitalresources.com LinkedIn Phone: 920-391-8255 Enjoyed the Podcast? Please subscribe on iTunes for updates
Doug Robbins is an industry icon well recognized for championing business owners ensuring that you get true value out of your business. An entrepreneur at his core, Doug has worked seamlessly, tirelessly supporting transactions and transitions in the mid-market both nationally and internationally for over 40 years. Doug is also the author of two books, "There's Always a Way to Sell Your Business" and "Getting into Business" In this episode, Doug shares how he provides clients with experience-based knowledge to maximize the value of their companies, to help them make the right exit decision, at the right time and for the right reasons. Why You've Got to Listen to this Interview Learn the process a business owner has to face when it comes to dealing with prospective buyers but also provides distinct decision points along the way Learn Doug’ unique approach to selling a business which is based on preparing the sellers of a business to be able to deal on a level playing field with buyers that are typically more experienced and to assist in attracting buyers who will pay fair market value. What is Doug’s ‘10-5-3’ planning program all about and how does this help an owner vision where they want their business to be "You really need to get in the KPI's of the business, the key performance indicators, and understand where the underlying challenges are emanating from." Doug Robbins Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Resources|Links EXECU-BRIEF® delivered to your inbox 10 times per year. The EXECU-BRIEF® provides valuable insights for both Buyers and Sellers.
Welcome to the 3x Value Growth Podcast. I'm your host, Kerri Salls. I'm glad you're here. In my research for the value growth manifesto last year, I uncovered data demonstrating that the entire U.S. middle market is underperforming. I think you can do better. The 3x Value Growth Podcast is a forum to hear from advisors with the expertise and resources you need now to ensure your middle market enterprise can reach its full potential. Tune in to hear from experts who generously share Do's and Don'ts best practices and lessons learned to help owners of private companies crack the code on multiplying the value of their business in any economy. The mission we set for the 3x Value Growth Podcast is to make critical information available to owners of private businesses to help them easily multiply the value of their business threefold in three years intrinsically. The expertise wisdom and insights of our guests when applied will also put you in a controlling position for funding, financing, or any liquidity event. The goal of each episode of the 3x Value Growth Podcast is to showcase a problem midmarket owners face and our guest experts solution to that problem to help increase the value of your business. In 7 minutes, each guest provides symptoms and mistakes that owners and CEOs may recognize. As well as the action steps, resources, and insights. You won't hear about anywhere else. We will post 2-4 new podcast episodes each month. They're not long but each one is packed with the value you can apply to your middle market business to increase value now. Not someday. I'm Kerri Salls as the host of the 3x Value Growth Podcast. It's my job to bring you great value succinctly. You don't have time to listen to a full 30-minute or 60-minute podcast so I boiled down the formula to 7 questions in 7 minutes. The 3x Value Growth Podcast will be available through many channels, not just my website and social media. Thanks for checking out our 3x Value Growth Podcast if you like what we're doing here. Please head over to Itunes s to subscribe, rate us, and leave us a review. It's very much appreciated. And if you want to learn more about the 3x Value Growth Model check out www.3xvaluegrowth.com/model for free download. Tune in next time.