Billion Dollar Legacy

In This Episode We Discuss:   Billy’s entrepreneurial lessons growing two companies over $300M in market value. Five key life and leadership principles Billy has relied on to achieve success. How Billy is impacting more people through his experience. About Billy Prim: Billy D. Prim is the founder and executive chairman of Primo Water Corporation. Primo is a rapidly growing provider of multi-gallon purified bottled water, self-serve filtered drinking water and water dispensers sold through major retailers throughout the United States and Canada. The Company’s products provide an environmentally friendly, economical, convenient and healthy solution for consuming purified water. Primo is listed on NASDAQ under the symbol PRMW.

In This Episode We Discuss: Steve’s journey as an entrepreneur How to identify the right start-up opportunities to get involved with Why many young people should look at the start-up world over the corporate world About Steve Kahan Steven Mark Kahan has successfully helped to grow six start-up companies from early-stage development to going public or being sold, resulting in more than $3 billion in shareholder value. He is currently CMO at Thycotic, which will become the seventh. Steve inspires teams and their organizations to take on the impossible and succeed. He has just written a book published by Wiley and Audible and available on Amazon.com called “Be a Startup Superstar. The book teaches those graduating college and young professionals how to earn a great living doing what they love by igniting their career at a tech startup.

In This Episode We Discuss: How James met Gary Vaynerchuk and become his COO (and now President of The Sasha Group). What are the latest trends in digital marketing. Where The Sasha Group and VaynerMedia are headed next. About James Orsini: James Orsini is President of The Sasha Group, a VaynerX company. Working alongside Gary Vaynerchuk, its CEO and serial entrepreneur, Orsini leads the group to help small business reach explosive growth potential. The Sasha Group provides educational, consulting and marketing services for companies from $1 million to $100 million in revenue. Orsini held previous positions as Chief Operating Officer as well as Chief Integration Officer for VaynerMedia, a digital agency with social at its core. Working alongside founder and CEO Gary Vaynerchuk, James helped manage the agency for success. He was Chief Executive Officer and a member of the Board of Directors of Sito Mobile Ltd., (NASDAQ: SITO) A proven leader and author of numerous business articles including Agency of the Future, Guided Exploration, and Let Leaders Lead and Practitioners Practice. Mr. Orsini has also penned white papers The Authentic Network, Reverse 360 Mentoring, Mastering Procurement and Procurements Evolution for Today’s Marketing Service Companies. He has done numerous podcasts including Second in Command with Cameron Herold and Self-made man with Mike Dillard. James has more than 30 years of finance and operations experience across a broad range of marketing and communications disciplines.

In This Episode We Discuss: How Wes transitioned from corporate sales to being an entrepreneur. How Wes manages The Sales Whisperer. How Wes stays so productive by prioritizing his personal time first. About Wes Schaeffer Wes Schaeffer is The Sales Whisperer®, a pigheaded entrepreneur who rehabilitates salespeople and trains their managers. He's a reassuringly-expensive copywriter, sought-after speaker, and marketing automation aficionado. He is the author of 2.5 books on sales, marketing, and entrepreneurship, host of The Sales Podcast and The CRM Sushi Podcast. He has helped 5,400 of the world’s top speakers, authors, coaches, and sales professionals achieve nearly miraculous growth by mastering his proven process, which hinges on the idea that to make any sale, you must make every sale.

In This Episode We Discuss: ● Robert’s entrepreneurial journey ● How Robert manages multiple businesses generating $100M ● How fast start entrepreneurs like Robert, start and hand off businesses About Robert Hartline: Robert Hartline went from selling cell phones from the trunk of his car in college in Murfreesboro, TN to building a chain of 57 wireless stores called Absolute Wireless along with Callproof (a software company), Dang It Repair (a phone repair business with 8 locations) and Hytch (a carpooling service which launched in September 2017). Robert Hartline is a serial entrepreneur who built his businesses that are currently generating $100+ Million in total revenue. Robert lives with his wife and two young boys half the year in Nashville and the other in Costa Rica. Robert enjoys traveling, learning new technology, surfing, off-roading, skiing and lots of travel. His newest company, Shift Your Time, coaches entrepreneurs how to move internal communication from email to a mobile app called Marco Polo saving business leaders 40 hours a month.

In This Episode We Discuss: Martin’s journey as an entrepreneur and how he got into action working with some of the largest companies in the world. The three question process for defining the life you want (what Martin calls Heaven on Earth). Examples of others who got past “I can’t do that” and started taking their first steps. About Martin Rutte: Martin Rutte, an international speaker and management consultant, is President of Livelihood. Martin has worked with such organizations as The World Bank, Sony Pictures Entertainment, Southern California Edison and Virgin Records, helping them expand their outlook and position themselves for the future. Martin’s newest book is: Project Heaven on Earth: The 3 simple questions that will help you change the world…easily. He helps people discover what Heaven on Earth is for them and what simple, easy, and concrete action they can take in the next 24 hours to begin making that real.

In This Episode We Discuss:  How David became a top coach to leaders around the world. David’s four-part framework for artfully managing tough conversations. How business leaders can have tough conversations with their teams. About David Wood: David Wood is a former consultant to Fortune 100 companies including Sony Music, Chanel, and Exxon. David left his cushy Park Avenue job 20 years ago to build the world’s largest coaching business. He became #1 on Google for “life coaching”, serving an audience of 150,000 coaches, and coaching thousands of hours in 12 countries around the globe. He is also the author of "Get Paid For Who You Are," with a foreword by Jack Canfield. He coaches high performing entrepreneurs, executives and teams to create amazing results and deep connection — one tough conversation at a time.

In This Episode We Discuss:  A three-part mental framework to get clear and get into action when creating your second half life plan. Why focusing on the solutions to your life plan too early leads to confusion and what to do instead. How to create a clear plan that gives you more fulfillment during the second half of your life. About Lloyd Reeb:  Lloyd Reeb, a successful real estate developer, made a midlife transition, looking for greater meaning, joy and impact in his second half.   For over 20 years, Lloyd has helped leaders make their second half their best half. He is the founding partner of the Halftime Institute, a global team that teach, coach and connect successful men and women in pursuit of significance. He’s taken this message around the world. Lloyd is the author of From Success to Significance: When the Pursuit of Success Isn’t Enough; with his wife, Linda, co-wrote Halftime for Couples.

In This Episode We Discuss: Examples of how to use your company for good in your community Ideas for employee personal development inside your company Why napping, stretching, and walking contests are great for company productivity and morale About Adam Goodman: Adam Goodman, president and CEO of Goodmans Interior Structures, is the third generation to lead the family business.  Under Adam’s leadership, Goodmans has developed many innovative programs to give back to the community. These programs include Office Chair Hockey, Goodmans Eye for the Good Guy, AIM to Make a Difference, Rooted in Good, GoodInc, GoodART, GoodTHREADS and more. In 2009, Goodmans won the first-ever ACE Award for Community Impact and in 2011, Goodmans became the third certified B Corp in Arizona. In 2012, Goodmans won the overall Impact Company of the Year Award from the Phoenix Chamber of Commerce. In 2013, Goodmans was the Better Business Bureau’s Ethics Award winner for Arizona and then Goodmans was honored with the BBB’s International Torch Award for Ethics. In 2014, Goodmans was named to the Game Changers 500 list as one of the top 500 companies in the world using business as a force for social change. In 2015, Goodmans became the first Benefit Corporation (B Corp) registered in the State of Arizona and in 2018, Goodmans was recognized as the Top Social Responsibility Company among the Arizona Republic’s Top Companies awardees.

In This Episode We Discuss:  How company leaders can create more compassion for their people Why company culture is the key to compassion Shifts that need to occur to create a more compassionate capitalist system  About Blaine Bartlett: Blaine Bartlett is CEO and President of Avatar Resources, a global leadership development and consulting firm he founded in 1987. He has coached and consulted worldwide with executives, companies, and governments and has personally delivered programs to more than a quarter of a million individuals and has directly impacted more than one million people worldwide. Blaine is an Adjunct Professor at Beijing University, Managing Director of the Global Coaching Alliance, Founder of the Institute for Compassionate Capitalism, and a longtime member of the Transformational Leadership Council. He sits on the Board of Directors of the Unstoppable Foundation and the World Business Academy where he also serves as Director of Education. In 2012, he was formally invested as a Knight of the Sovereign Order of St. John of Jerusalem Knights of Malta, the world’s oldest humanitarian organization.  Blaine is the author of four books – the #1 international best-seller Compassionate Capitalism: A Journey to the Soul of Business, Discover Your Inner Strength written in collaboration with Stephen Covey, Ken Blanchard and Brian Tracy, and the best-selling Three-Dimensional Coaching: Moving Passion into Performance. His latest book is Tapping into the Soul of Business: The Key to Employee Engagement.

In This Episode We Discuss: How to invest your money for social and environmental change. The biggest societal shifts to make the world a better place. How small business and the public can participate. About Joel Solomon: Joel Solomon is the author of The Clean Money Revolution: Reinventing Power, Purpose, and Capitalism. He’s the Chairman of Renewal Funds, a $200 million mission venture capital firm. He has invested in over 100 early growth-stage companies in North America, delivering above market returns while catalyzing positive, social and environmental change. JoelSolomon.org Renewalfunds.com  

In This Episode We Discuss: Why you should have 100 conversations before you launch a product. Why hiring for culture trumps hiring for talent. The most important processes to grow your business. About David Greer: David J. Greer is an entrepreneurial coach, author, and professional speaker. He is the catalyst who gets you to fully live your dreams now. Spend one hour reading his book Wind In Your Sails, attend a one hour talk with him, or get one hour of 1-on-1 coaching and you will have 3 concrete action items that will shift and accelerate your business within 90 days. David and his wife Karalee are committed to each other and their three children, spending time supporting them in the many and varied activities they are involved with. They live in Vancouver, Canada.  

In This Episode We Discuss: How people increase their odds of finding a career that they love. How leaders increase their odds of placing people in the right spots. How CareerSpark and other leading technologies can assist leaders in finding and placing top talent. About Jamie Schneiderman: Jamie Schneiderman is the Founder and CEO of Career Spark, the leader in Predictive Career Mobility that helps organizations to understand what drives success and to easily and consistently select, develop, and promote top talent. He believes that job performance depends on people working in the roles they are built to succeed in. He has long been an advocate of creating a world where the right people are in the right jobs, resulting in happier employees and more productive organizations. Jamie has spent over 20 years building companies like Proctor & Gamble, Coca-Cola, and Rogers along with several technology start-ups. Jamie has a Commerce Degree from the University of British Columbia and an MBA from Harvard. He lives in Toronto, Canada, with his wife and two children.

In This Episode We Discuss: How the best leaders lead with empathy vs ego. What attributes make for a Soul-Sucking CEO. How WD-40 has created a billion dollar company full of happy people. About Garry Ridge: Garry O. Ridge is CEO and a member of the board of directors of WD-40 Company. He joined WD-40 Company in 1987 and held various leadership positions in the company before being appointed to CEO in 1997. He is also an adjunct professor at the University of San Diego where he teaches leadership development, talent management, and succession planning in the Master of Science in Executive Leadership program. He is passionate about the learning and empowering organizational culture he has helped establish at the WD-40Company. In 2009, he co-authored a book with Ken Blanchard outlining his effective leadership techniques, titled “Helping People Win at Work: A Business Philosophy called ‘Don’t Mark My Paper, Help Me Get an A.’” A native of Australia, Mr. Ridge holds a certificate in Modern Retailing and wholesale distribution and a Master of Science in Executive Leadership from the University of San Diego.

In This Episode We Discuss: The Three Toxic Money Myths that are Keeping You Unhappy in Life. How Lynne Turned Down a Donation from the Largest Food Company in the World. Why Money is Like Water, a Currency. About Lynne Twist: Lynne Twist is a global pro activist, speaker and author of the best-selling book, The Soul of Money: Transforming Your Relationship with Money and Life. She is the co-founder of the Pachamama Alliance, a social profit organization that is an alliance between indigenous people of the Amazon Rainforest and conscious, committed people in the modern world, for the sustainability of life. And, she has shared her passion on stage with some of today’s top thought leaders, including Oprah Winfrey, The Dalai Lama, Jane Goodall, and Desmond Tutu.  

In This Episode We Discuss: How the HIP investor allows anyone with a $100 or more to make the world a better place by investing in “HIP” companies. Paul’s biggest entrepreneurs mistakes and challenges growing two successful companies. Finding a problem and being the change you want. About Paul Herman: Professor R. Paul Herman is a globally recognized leader in investing to pursue positive impact and profit. The HIP (Human Impact + Profit) Investor team advises investors and advisors on the impact and ESG (Environmental, social and governance) opportunities across 7,000 stocks, 100,000 bonds, and 2,000 funds, and manages the Higher Impact Portfolios, including fossil-fuel-free and great-place-to-work strategies. HIP's Impact ESG Ratings help drive the Newsweek Green Rankings and the Peter Drucker Index. Prof. Herman founded HIP Investor in 2006 to show that investments across all asset classes can solve human, social and environmental problems -- and can be more profitable and less risky than investing that is extractive of people, natural resources and trust. Prof. Herman's 2010 book (The HIP Investor; Make Bigger Profits by Building a Better World; published by John Wiley & Sons) is included in 27 university, MBA and MPA curricula worldwide on finance, capital markets and impact investing. Prof. Herman is a graduate of the Wharton School of Finance at the University of Pennsylvania, advised Boards and executives while with McKinsey and Company, found and funded social entrepreneurs at Ashoka.org, and shaped and measured impact investments at eBay founder Pierre Omidyar's Network. Herman is an advisor to the Sustainability Accounting Standards Board (SASB), Net Impact and Sustainable Brands. Prof. Herman's insights have been published in The Wall Street Journal, The New York Times, Fortune, Forbes, BusinessWeek, CNN, Reuters, Morningstar.com and CNBC.

In This Episode We Discuss: Why taking risks is the only way to expand and grow. The #1 business mistake Nigel made that cost him years of frustration. How to build a business while prioritizing your family. About Nigel Bennett: Nigel Bennett is an award-winning entrepreneur, author and a founder of Aqua-Guard Spill Response Inc. (aquaguard.com). His company, a global leader in oil spill control, protects water, the world’s most precious resource. Both Nigel and Aqua-Guard have received multiple awards for their innovation, business excellence and entrepreneurialism. Nigel received the British Columbia Institute of Technology’s 2018 Distinguished Alumni of the year Award. Nigel has devoted his life to environmental and social responsibility and boldly advocates for “risking it all for what really matters” among the entrepreneurial tribes to which he belongs. Nigel speaks and consults with entrepreneurs and young people worldwide about bringing their talents to solving some of our planet’s most pressing challenges. An active philanthropist, Nigel donates all profits from his book sales (Take that Leap – Risking it all for what really matters”) and speaking engagements to organizations that support poverty alleviation, human rights, social services and the environment.

In This Episode We Discuss: How a shift from pressure sales tactics to relationship building lead to a massive increase in sales and more importantly joy in Jonathan’s life. Practical ways you can start helping others. The top four books that have helped Jonathan build the largest commercial real estate firm in the state of Arizona. About Jonathan Keyser: Jonathan Keyser is the founder and thought leader behind Keyser, the largest commercial real estate tenant rep brokerage and consulting firm in Arizona. Through his disruptive focus on selfless service, Jonathan is re-shaping the commercial real estate industry, and his firm has quickly become one of the fastest-growing commercial real estate firms in the country, representing companies globally across multiple industries. Jonathan is thrilled to share his journey and mission of selfless service through his highly-anticipated book, You Don’t Have to Be Ruthless to Win (hitting bookshelves in mid-2019). Jonathan prioritizes family. He is a devoted father and lovingly raises his four wonderful children with the love of his life, Susanna. Jonathan is extremely committed to personal development and self-improvement, and he stays active with mountain/water sports, spin, and hiking.

In This Episode We Discuss: Why you should look for and amplify your weaknesses if you want to succeed. How hiding your weaknesses is keeping you stuck and unhappy. The importance of affiliating with others to make your weaknesses irrelevant. About David Rendall: During the last fifteen years, David Rendall has spoken to audiences on every inhabited continent. His clients include the US Air Force, Australian Government, and Fortune 50 companies such as Microsoft, AT&T, UnitedHealth Group, Fannie Mae, and State Farm. Prior to becoming a speaker, he was a leadership professor and stand-up comedian. He also managed nonprofit enterprises that provided employment for people with disabilities. In between presentations, David competes in ultramarathons and Ironman triathlons. David has a doctor of management degree in organizational leadership, as well as a graduate degree in psychology. He is the author of four books: - The Four Factors of Effective Leadership- The Freak Factor - The Freak Factor for Kids - Pink Goldfish

In This Episode We Discuss: Todd’s incredible rollercoaster ride from in debt and depressed to leading a 6-time INC 5000 company. How to hire for DNA versus just a resume. The characteristics of highly effective leaders. About Todd Palmer: Todd Palmer is a renowned thought leader/CEO, executive coach and author who is committed to Improving Lives. As a successful business owner and entrepreneur he works with both individuals and companies to support corporate growth, foster business start-ups, and guide leaders in the area of talent management, workforce planning and organizational development. As the CEO of a 6-time INC 5000 company, Todd knows the struggles businesses face around the areas of people, cash, strategy, and execution. Through his firm Extraordinary Advisors, Todd is able to guide leaders into programs of sustained profitability.

In This Episode We Discuss: Why leaders get the organization they deserve The importance of a long-term business approach What makes an impactful conscious leader About Rand Stagen: Rand Stagen is the Managing Director of the Stagen Leadership Academy. Established in 1999, the Academy trains leaders from across North America who are committed to long-term personal development and using their organizational platforms for positive impact. A passionate advocate for elevating humanity through business, he is also a founding board member and past-Chairman of Conscious Capitalism International. He lives in Dallas with his wife and two daughters.  

In This Episode We Discuss: The science behind navigating stress as a leader. How the most conscious leaders lead. How to use the 4 in 4 Framework to get out of the reactivity mindset. About Daniel Friedland: Dr. Daniel Friedland, is an expert on the science of leadership and author of Leading Well from Within: A Neuroscience and Mindfulness-Based Framework for Conscious Leadership. “Dr. Danny” helps leaders and their organizations leverage neuroscience and mindfulness-based skills and practices to better navigate stress, clarify vision and purpose, and create high performing teams and thriving cultures to multiply their positive impact in the world. His expertise from publishing one of the early textbooks on Evidence-Based Medicine has enabled him to apply science-based solutions to do so. He has served as Co-Chair of the Cause Conference (2017), the Co-Chair of Conscious Capitalism, San Diego and Founding Chair of the Academy of Integrative Health and Medicine. He currently serves as the CEO of SuperSmartHealth, where he provides keynote addresses, workshops and executive coaching to cultivate Conscious Leadership.

In This Episode We Discuss: How the right stories help build a brand that matters. Tips for creating more compelling stories. How Conscious Capitalism modeled Haley as a leader. About Haley Boehning: Haley Boehning is co-founder and principal at Storyforge, where she helps business leaders achieve the clarity and alignment necessary to tell and live meaningful stories, so they can build brands that matter. Haley has decades of experience working for and with Fortune-500 companies, nonprofits and start-ups to elevate storytelling and build differentiated brand positions, and is a regular speaker, lecturer and author on the subject of storytelling, brand strategy and conscious capitalism. Haley is the vice chair of Conscious Capitalism Columbus and a founding member of The Matriots, Ohio’s first multi-partisan PAC dedicated to electing more women to public office.

In This Episode We Discuss: How to represent yourself as a million dollar consultant Marketing strategies for top consultants How to create Bullet Proof Proposals and close the deal About Alan Weiss: Alan’s consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. His prolific publishing includes over 500 articles and 60 books, including his best-seller, Million Dollar Consulting (from McGraw-Hill) now in its 25th year and fifth edition. His newest is Threescore and More: Applying the Assets of Maturity, Wisdom, and Experience for Personal and Professional Success (Routledge, 2018). His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 12 languages.

In This Episode We Discuss: Why so many couples have problems with money. An overall plan for how couples can manage money better. Additional resources to assist couples with their finances. About Rennie Gabriel: Starting from broke at age 50, after two divorces and a business failure, Rennie became a multi-millionaire in less than 10 years. Because his family is now in the top 1% of Americans by net worth he lives on his investment income and donates 100% of the profits from his award winning, best-selling book, plus his training and coaching profits to www.ShelterToSoldier.org. This charity rescues dogs from deadly environments and trains them as service animals for post 9/11 soldiers who have returned with Post Traumatic Stress (PTSD) and Traumatic Brain Injuries (TBI).

In This Episode We Discuss: Why the Right Kind of Capitalism is the Best System How Conscious Leaders like Brian Lead Their Team and Create Culture What Brian’s Legacy Means to Him About Brian Mohr: Brian's career-to-date has been a learning-based journey with an intense focus on people, purpose, values, culture, leadership, and advocating capitalism as a force for good. Brian was a founding member of Jobing.com, one of the original online job boards, which he helped grow to over 350 employees and $38M in revenue over an 11-year period. He later became director of talent strategy & acquisition for P.F. Chang’s China Bistro and Pei Wei Asian Diner restaurants before joining forces with his co-founder, Max Hansen, to create the first purpose-based leadership search firm, Y Scouts, in 2012. In the summer of 2018, Brian doubled down on his commitment to leveraging business as a powerful force for good and joined the Arizona Chapter of Conscious Capitalism as its first President. Together with Scott McIntosh, Founder & Chairman of the Arizona Chapter of Conscious Capitalism, Brian is focused on helping the Arizona business community practice capitalism with both a long-term view and a stakeholder-centric orientation; a model of business that creates prosperity for all. Brian is on the Global Board of Trustees of Conscious Capitalism, Inc., a member of the Board of Directors of the Better Business Bureau of the Pacific Southwest, and anticipating the launch of his first book, "Hiring on Purpose - How the Y Scouts Method is Revolutionizing the Search for Leaders". Brian's most important and cherished responsibilities are being the lucky father to his 2 daughters, Taylor and Riley, and the proud husband to his wife, Jackie. In his spare time, you'll find Brian practicing guitar and enjoying an occasional game of Texas Hold 'Em Poker.

In This Episode We Discuss: How Steve Discovered Conscious Capitalism How Steve Leads His Team How Steve Views His Legacy About Steve Hall: I started driversselect in 2004 but my real journey began in 2010 when I discovered Conscious Capitalism (CC) which led me to my higher purpose and why I wanted to be an entrepreneur. After experiencing the workplace environment for 18 years I witnessed first hand the positive & negative impact workplace cultures had on people's mental, physical, emotional and spiritual health-including my own. CC taught me that business is the most powerful resource for positive change & I believed I could leverage the driversselect platform to reimagine the way people viewed the workplace. I realized how the workplace captured people's attention for 40-50 hours a week- a real opportunity to have a positive influence and shape people's lives. This drive for reimagining the workplace turned into a vision of creating a workplace that taught people the importance of values I learned early on in life that I felt gave me meaning. Things like being vulnerable (transparent), taking ownership (walking my talk; following through on my commitments); celebrating small success (practicing gratitude every day) and showing up with a learner mindset (being curious and never stop trying to be qualified for the leadership position I was given). I believed the workplace could be structured in a way that helped others develop these traits and if so would not only make them show up to work as a better person but also at home, around their friends and in their local community. I believed if you spent 8-10 hours at work practicing vulnerability and gratitude, taking more ownership, and being more curious and committed to learning than you are likely to be more vulnerable, grateful, committed, supportive and curious at home with family and friends. As our engagement increased our revenues grew- from just under $40M to over $200M. We attracted national attention & in Sept 2017 we were purchased by the Sonic Automotive Group. We are excited to expand our culture of CARE to the 10,000+ employees.

In This Episode We Discuss: How busy families can build a rich legacy for their children so they can pass on more than just money, but values and principles. Bradley’s story from depression and drugs to helping children and families around the world. How managing expectations and experiences are the keys to a thriving family unit. About Bradley Callow: Bradley Callow is revolutionizing the way affluent families teach and learn passion, performance and perseverance. Despite coming from a good family in one of the most affluent counties in the United States, Bradley narrowly escaped prison and death. From an early age Bradley had a insatiable drive to be an entrepreneur. Sadly at the age of 11 he began battling both depression and addiction, which eventually lead to him give up hope on ever being a successful entrepreneur. Without a purpose, Bradley quickly spiraled completely out of control and found himself on his knees with a gun to his own head at the age of 24. Although he didn’t pull the trigger that day, his self-destruction continued and resulted in handgun charges that carried a three year prison sentence that helped lead him to turn his life around. Bradley is now dedicated to providing the inspiration, tools and blueprints for transforming how families interact with themselves, each other and the world. In 2016, Bradley Founded Rich Legacy which has rapidly become a trusted resource for Fortune 10 Executives, Inc. 50 Entrepreneurs, and Middle Eastern Royals and their families. As an award winning international speaker, Bradley lives for his time spent creating lasting transformation by opening the eyes, hearts and minds of parents and children everywhere.

In This Episode We Discuss: How to use personalized business gifts to land meetings and love on your clients and customers What is Giftology and how does it work What are some gifting mistakes to avoid About John Ruhlin: John Ruhlin is the Founder of the Ruhlin Group and Author of the Best Selling Book Giftology, The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention.

In This Episode We Discuss: How David overcame a life of abuse and murder to build a successful business helping the affluent create multi-generational wealth The mindset of the wealthy What motivates, scares, and inspires the wealthy. Hint: creating generational wealth is part of it About David Roy Newby: David Roy Newby is a legacy coach to wealthy families around the worldwide. He went from growing up as a poor Philippines missionary in 1984 to semi-retiring at age 32, before losing most of his wealth in the 2008 real estate meltdown. This loss led him to discover that what drove him to be successful in business which was to prove his worth to his two dads, and thereafter to upgrade his “whys.” Today he helps success-minded people like you to create multi-generational success using ancient, timeless trillionaire-level wisdom combined with cutting-edge technology. He is the founder of LegacyBuilders.co and Author of Beyond Billions.

In This Episode We Discuss: Wealth creation Money Scripts and how they affect our subconscious thinking around money Characteristics of the wealthy: what they worry about, what motivates them What makes the wealthy different from the non-wealthy About Dr. Brad Klontz: Bradley T. Klontz, Psy.D., CFP® is an expert in the science and practice of financial psychology and applied behavioral finance. He is an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute™, and a Managing Principal at Your Mental Wealth Advisors™. Dr. Klontz is co-author/co-editor of Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy: Theory, Research & Practice (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008).

ALEX BANAYAN is the author of the national bestseller The Third Door, which chronicles his five-year quest to track down Bill Gates, Lady Gaga, Warren Buffett, Maya Angelou, Steven Spielberg, and dozens more of the world’s most successful people to uncover how they broke through and launched their careers. Alex has been named to Forbes’ 30 Under 30 list, Business Insider’s Most Powerful People Under 30, and been featured in major media including Fortune, Forbes, Businessweek, Billboard, Bloomberg TV, CNBC, Fox News, MSNBC, and CBS News. A keynote speaker, Alex has presented the Third Door framework to business conferences and corporate leadership teams around the world, including Apple, Google, Nike, IBM, Snapchat, Salesforce, Disney, Harvard, and countless others.

A Wall Street Journal cartoonist, hall of fame-nominated marketer and business author, Stu Heinecke seeks truth and the magic of life in all things he cartoons and writes. Born in Los Angeles, he grew up in the picturesque New England town of Sudbury, then headed west to return to his place of birth to attend USC and begin his career. As a marketer, he flipped convention on its head by showing how powerful humor can be as a device in advertising, creating countless record-breaking campaigns for many of the world's biggest direct marketers. In How to Get a Meeting with Anyone (2-2016), Heinecke explores a long-hidden form of marketing--dubbed "Contact Marketing" in his book--that has been quietly helping sales people and business owners connect with those who are most critical to their success, with micro-focused "contact campaigns." His other books examine cartoons as marketing devices (Drawing Attention, 3-2011) and feature a collection of his cartoons, as seen in The Wall Street Journal and elsewhere (Big Fat Beautiful Head, 12-2013).

Steve is the founder of Bluefish, one of the top personal concierge services, and an expert marketer within the luxury industry, Steve has been quoted in various publications & TV including the Wall Street Journal, Forbes, London’s Sunday Times, South China Morning Post and many more. A best-selling Author with "BLUEFISHING - the art of making things happen”, sought-after consultant and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard – twice! Want to sing with your favorite rock star, walk the red carpet at A List Oscar parties, get married in the Vatican, Dive to the wreck of the Titanic – these are just a few highlights of what Steve has been asked to provide for his clients. Steve creates experiences for his clients that they could never have imagined being possible. He makes the impossible, possible, after all, he is quoted as “The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine.  Listen in as Steve shares his personal story from bricklayer to personal experience concierge to some of the world's wealthiest.

Mitch started a software company in his garage, sold it for 8 figures and then went on to work directly with Tony Robbins and Chet Holmes to build a $25M business together. Mitch wrote a book called “The Invisible Organization – How Ingenious CEOs are Creating Thriving, Virtual Companies” and he’s here with us today with a new book called “PowerTribes – How Certification Can Explode Your Business." 

Welcome to the Billion Dollar Legacy Podcast! Inspiring stories with today’s most successful business leaders, entrepreneurs, and multi-millionaires hosted by Jon Schumacher. Check out more over at BillionDollarLegacy.com