HVAC Financial Freedom

“OPTIMIZING YOUR MARKETING FOR REVENUE NOT CLICKS” Gain critical insight into your marketing efforts by measuring the right variables. It's not just about clicks and conversions! Joining us on the podcast today is Kevin Lesage, the CEO of SearchLight. SearchLight works with home service contractors to connect channel data, website data, conversion tool data, and CRM data together to offer a clear picture of revenue flow. Kevin and his team measure revenue from lead to CRM to help you understand what's driving revenue, how you can improve operationally, and to hold their advertising vendors accountable for performance. You need to understand where your money is going and what marketing tactics are driving results for your business. A comprehensive marketing strategy includes measuring key metrics like average cost per job, average ticket per job, and average book job cost. While having a reporting system and call tracking numbers is a good start, it's important to capture revenue from non-phone channels like chat, online schedulers, and form submissions. But with so much happening on your website, it can be challenging to keep track of it all. By capturing every event, you'll gain valuable insights to help you make informed decisions about your marketing efforts. In this podcast episode, you'll learn... 0:20 Introducing Kevin Lesage 1:15 Kevin's Origin Story and How He Founded Searchlight Digital 5:22 Understanding the Current Marketing Analytics Situation for Businesses Without Searchlight 7:14 Why Basic Call Tracking Isn't Enough 10:58 Case Studies and Examples of How Accurate Data Can Benefit a Business 14:47 Understanding Match Rate: Why Leads Don't Convert into Contacts and How to Boost it 24:11 Trends in Marketing Channels for Better Business Results 29:35 Is Bing's Chat GPT Integration a Threat to Google's Dominance? 33:05 Comparing SEO and Pay-Per-Click on Google: Which is Better? 38:18 Does Searchlight Digital Offer Email and Text Marketing Services? 39:34 Cracking the Code of Multi-Touch Marketing 44:37 Final Thoughts on Software and Roadmap 45:21 The Winning Mindsets of Top Contractors 52:54 Get Ahead in the Busy Season: Quick and Easy Business Tips You Need to Know 56:56 Final Words Don't let your website be a black hole. Get the data you need to grow your business. Listen now!

Digital marketing sucks. It's complicated. It's constantly changing. And it's entirely necessary. As a business owner, you have a billion things to worry about: finances, events/products, staffing, troubleshooting, etc. But marketing is that thing to make all the effort turn into MONEY! Get these things in place to make your website, social media accounts, Google services, and email marketing NOT suck! Jake Zufelt is the owner of Hite Digital Eugene - a digital marketing agency that protects owners from themselves by ensuring they don't screw up their online presence. But seriously, Hite Digital Eugene has helped 100s of business owners and companies clarify their message, choose their marketing methods, create their materials, and control their momentum. Specializing in SEO, Google Services, Social Media Marketing, Web Design, and Branding, Hite Digital is one of the fastest-growing private companies in the US (#868 on the INC 5000). Jake's new book “Digital Marketing Sucks” is available for presale on December 12th on Amazon! In this podcast, we had a fruitful conversation with Jake about his diverse background, strategies you can do to make your digital marketing suck less, powerful insights to inspire you to be at your best potential, and you'll also learn... 0:20 Introducing Jake Zufelt 2:16 Jake's Diverse Background 4:06 The "Needed" Leap Into Digital Marketing and How He Started Hite Digital Eugene 7:22 Why does Digital Marketing Sucks? 11:11 What Inspired Jake To Write His Book "Digital Marketing Sucks!" 13:59 Make Your Digital Marketing Suck Less By "Managing Your Login Accesses Correctly" 21:41 Make Your Digital Marketing Suck Less By "Leveraging Your Existing Client Database" 25:26 What You Can Expect From The Book 27:25 Make Your Digital Marketing Suck Less By "Knowing Your Audience" 34:20 Book Coverage 35:59 How To Find The Book 38:37 The Strength in Vulnerability: How Asking for Help Can Unleash Your Full Potential 45:10 From Self-Doubt to Self-Assurance: How to Overcome Impostor Syndrome 50:20 Last Parting Words 51:25 Wrapping Up Don't miss this episode! Tune in!

Are you an HVAC business owner looking for ways to maximize your tax savings before the end of the year? In our latest podcast episode, we have the pleasure of chatting with Mitchell Sharpe, Founding Partner of SKC & Co. CPAs, LLC, and expert in all things taxes. With over 40 years of experience as a trusted advisor, mentor, and coach for entrepreneurs, Mitchell knows a thing or two about helping business owners achieve their financial goals. He takes a holistic approach, evaluating both personal and professional goals and developing strategies to achieve them in the short and long term. And as the Founding Partner of SKC & Co. CPAs, he practices what he preaches by ensuring the company is always ahead of the curve and planning for the future. Not only is Mitchell a Certified Public Accountant and member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, but he also received his MBA in Accounting and BA in Economics from Rutgers State University. He's even spent time as a Senior Accountant at Gikow, Bierman, and Talesnick and a Staff Accountant at Price Waterhouse Coopers. And in his spare time, he coaches AAU basketball, mentors his players for college, and enjoys fishing, hiking, and reading – so you know he's a well-rounded and exciting guy. So, if you want to save on taxes for your HVAC business before the year is up, make sure to tune in to our podcast with Mitchell Sharpe. He'll share expert tips and tricks to help you outsmart the tax man, and reach your financial goals, and you'll also learn... 0:20 Introducing Mitchell Sharpe 2:37 The Inspiration Behind Mitchell's Career as a CPA 6:38 Taking the Leap into Business Ownership: The Motivation Behind Mitchell's Decision to Become an Entrepreneur 11:56 Mitchell's Holistic Approach to Working with Clients 22:44 End-of-Year Expert Strategies for HVAC Business Owners to Save on Taxes 30:04 About The Cash Balance Plan 37:45 Client Success Stories: How a Holistic Approach to Finances Improved Outcomes for Business Owners 51:36 What Does Financial Freedom Mean to Mitchell 54:35 Mindset Shifts to Overcome Mental Roadblocks to Financial Freedom 58:27 Mitchell's Final Advice + Ways to Connect With Him Don't miss out on this opportunity to get valuable insights from Mitchell – join us for our latest episode of HVAC Financial Freedom!

Are you like most companies that cringe whenever they hear the words Workers' Comp Insurance? Companies reach out to Bobby (Recovery Guardian) because it's complicated, expensive, and a major pain point. What if you could work with a company that has your back? Imagine recovering thousands of dollars you've overpaid and lowering future premiums with zero out-of-pocket costs. What you'll learn... 0:20 Introducing Bobby Giurintano 1:18 Bobby's Origin Story and How He Started His Company 3:35 Transitioning from 20 Years in Printing and Copier Business to Current Venture 7:24 Overcoming Fears and Staying True to the Course: Advice for Aspiring Entrepreneurs 12:31 Recovery Guardian: Real-Life Success Stories 13:28 Clearing up Common Misconceptions about Workers' Compensation for Business Owners 17:01 A Closer Look at the Workers' Compensation Recovery Process 17:52 Who Can Benefit from Workers' Compensation Recovery: Understanding Eligibility 20:50 The Timeline of Workers' Compensation Recovery: What to Expect 22:40 About Selecting the Right Workers' Compensation Insurance Carrier 23:37 Next Steps After a Workers' Compensation Audit 25:36 Take Advantage of the Opportunity to Recover Money in Overpaid Workers' Compensation 26:47 Recent Client Success Stories from Recovery Guardian 29:34 About Classification of Overpaid Workers' Comp Recovery 30:28 Tips for Making a Successful Recovery from Workers Comp 31:20 Accomplishments, Not Money, Are the Key to Success 33:04 More Takeaways From Bobby About Mindset Shifting 39:48 Bobby's Favorite Motivational Speakers 40:15 Transform Your Mindset for Success in 2023: Stop Hoping, Start Doing, Embrace Failure, Keep Going, and Achieve Victory 41:43 Connect with Bobby We'll cover all this and more in today's HVAC Financial Freedom podcast!

Welcoming Nick to the HVAC Financial Freedom show! Nick Crow is a graduate of Salisbury University, which is located on the eastern shore of Maryland. He graduated with a double major in marketing/management as well as a minor in professional sales. After graduating, Nick accepted a job with Federated Insurance where he spent 9 months at Federated's Headquarters in Minnesota. During these 9 months, Nick completed his “masters” in commercial business insurance, specifically for contractors. This “masters” program revolves around learning the in's and out's of his client's types of businesses and how he can best serve them. Nick has been with Federated Insurance for a few years now and services the Maryland counties surrounding Washington D.C. Nick is a responsible for serving a book of business that encompasses client's ranging from the one-man band to several 100 employees. His favorite part of his job is seeing the impact he has on the safety and success of his clients. In this podcast, we had a fruitful conversation with him on how he got into the insurance world, the difference between Federated over other insurance agencies, how he's helping his clients, and you'll also learn... 0:20 Introducing Nick Crow 1:43 How Insurance Can Be An Extreme Asset For You and Your Business 4:28 Nick's Background And How He Got Into the Insurance World 6:53 Why Nick Chose to Work with Federated Insurance 13:18 Insurance for HVAC Business Owners 18:43 The Hidden Benefits of Investing in Insurance 22:27 Common Contractor Insurance Claims 24:12 Insurance as an Asset: Adding Value to Your Team and Marketing Strategy 29:45 How Joining Associations and Surrounding Yourself with Like-Minded Professionals Maximize Your Success 32:36 Why You Need Insurance for Retirement 34:51 Why Having a Positive Attitude Matters If You Want to Succeed 38:03 Final Words Don't miss this episode! Tune in!

Welcoming Kristen & Justin Deese to the HVAC Financial Freedom show! Kristen Deese is a Business Coach and Certified Behavioral Consultant who helps businesses grow by strengthening the 'behind the scenes' framework and communication strategies within the organization. After 20 years of business ownership with her husband and business partner, Justin, she uses coaching as her vehicle in which to serve others. Justin Deese is a serial entrepreneur who thrives in the business sales and leadership arena. His love of small business is evident through the many companies he's started, bought, sold, and led. Together, Kristen & Justin are a business growth force to be reckoned with. They have experienced the ups and downs of running a business while keeping their marriage alive and are sharing what they have learned with the world. In this podcast, we had a fantastic conversation with them on their shared journey in business ownership, key numbers to running your business, what financial freedom means to them... and you'll also learn... 0:20 Introducing Kristen & Justin Deese 2:40 Kristen and Justin's Origin Story 6:19 The Journey of Starting Their Business 11:36 How Hiring A Business Coach Helped Kristen & Justin's Business Overcame Their Struggles 15:06 "Even if being coachable makes you feel vulnerable, it is the secret to achieving your goals." 17:14 The Challenges Kristen & Justin Faced and Overcame When They Started Working with a Business Coach 20:54 Life Visioning: Effective Coaching Exercises That Helped Kristen & Justin Manifest Their Dreams 24:55 Reading Kristen & Justin's Eulogies Based On Their Book 28:01 Biggest Takeaways They Got From Doing The "Writing Your Own Eulogy" Exercise 29:26 A Day in the Life of Kristen & Justin Deese 33:05 About Kristen's Virtual CFO Services 37:03 Justin's Role in the Growth of Paradise Home Services 38:28 Proven Ways to Successfully Start Transitioning From 'Technician' to 'Entrepreneur' 42:00 What Does Financial Freedom Mean to Kristen & Justin and Living Life On Their Own Terms 44:30 Kristen & Justin's Vision for The Future 45:57 Connect with Kristen & Justin 47:33 "When Your Business Partner is Your Spouse" Book Takeaways Tune in, because you don't want to miss this episode!

Welcoming Debra Angilletta to the HVAC Financial Freedom podcast! Debra is the CEO & Founder of Angilletta & Associates, a former Wall Street Trader, and is certified in the advanced level implementation of the Amazon Best Seller - "Profit First" from NY Times best-selling author Mike Michalowicz. In this podcast, Debra taught us how the Profit First methodology can help you retain more profits in your HVAC business, and you'll also learn... 0:19 Introducing Debra Angilletta 2:11 Debra's Background And How She Got Into the Finance Industry 4:18 Debra's Working Experience on Wall Street 6:38 What Inspired Debra to Take a Leap to Entrepreneurship 8:16 What is the "Profit First" Method and How It Can Boost Your Business's Profits 10:07 "Profit First" is Better For Entrepreneurs Than Traditional Profit Formula 12:07 Profit First Concept Made Easy: Set Small Plates For Your Business 17:05 Implementing the "Profit First" Formula Creates Steady and Sustainable Income in Your Business 20:37 Bridging The Gap: Profit First & GAAP Accounting Principles 23:33 How to Start Using the Profit First System - Follow These 3 Easy Steps! 24:23 About the Book: "Profit First" by Mike Michalowicz (A Must-Read!) 25:02 What Does Financial Freedom Mean to Debra and Ways to Achieve It 28:00 Don't Be Afraid To Take The Leap For Financial Freedom 32:15 How to Network and Invest Your Way to Financial Freedom 35:33 FREEBIE! Get Your Copy of "5 Secrets to Success Hiding Inside Your Financials" E-Book 37:26 Connect with Debra So sit back, listen in, and enjoy this conversation!

Are you interested in creating passive income, building wealth, and reaching financial freedom without involving Wall Street? In this episode of the HVAC Financial Freedom podcast, Anthony Faso and Cameron Christiansen (founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast) taught us how to achieve your money goals through the concept of Infinite Banking. Tune in as we discuss the basics of Infinite Banking, why you should never pay cash for real estate, how to use IBC in real estate to increase cash flow and pay less in taxes, and a lot more, and you'll learn... 0:19 Introducing Anthony Faso and Cameron Christensen 1:15 Anthony & Cameron's Diverse Backgrounds And How They Got Into Infinite Wealth 11:47 Why Embracing Passive Income and Building Generational Wealth Are Important to Achieve Financial Freedom 15:57 Reasons Why Typical Financial Advice is Flat-Out Wrong For Most Investors 22:07 Infinite Banking Concept Explained - Becoming Your Own Banker 28:36 The Power of IBC: Why Borrowing from a Whole Life Insurance Policy is More Financially Efficient Than Paying Cash 36:40 Gaining Financial Freedom Through Infinite Banking Strategies - Client Success Stories 41:45 Is Infinite Banking Right for You?: Key Considerations When Starting an Insurance Policy 47:07 Advice For People Unsure About Infinite Banking Concept 56:11 How Did Anthony & Cameron Master Money Mindset & Overcome Money Blocks 1:00:50 About the Infinite Wealth Course (Where to Get Your Free Access) 01:03:45 Wrapping Up Don't miss out on these wealth-building tips!

Welcoming Mike Hall to the HVAC Financial Freedom Podcast! With the Employee Retention Credit (ERC) Tax Credit, you can potentially get up to $26K per employee from the IRS against certain payroll taxes for your HVAC company. In this podcast, Mike Hall explains how the ERC tax credit works and how you can take advantage of it, and you'll learn... 0:19 Introducing Mike Hall 1:52 What Inspired Mike to Start His Own Business 4:40 Taking The Leap From Employee to Entrepreneur Mindset 10:04 Employee Retention Tax Credit: An Opportunity For Mike and His Team's Clients 14:43 Determining Eligibility and Qualification for the Employee Retention Tax Credit 21:51 How Does Jorns and Associates Help You Claim Your Maximum ERC 25:05 There's Still Time to Claim the Employee Retention Tax Credit 26:56 Connect with Mike (Jorns & Associates) 28:04 Take Advantage of the Employee Retention Tax Credit While You Can 29:48 What Does Financial Freedom Mean to Mike 30:43 Mike's Journey to Financial Freedom 35:30 How Did Mike Overcome Self-Limiting Beliefs and Negative Mindset 39:14 3 Keys to Achieving Success in Life 40:42 Tapping into the Power of Intuition Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

Welcoming Muhammad Siddique (Author of New Success Secrets) to the HVAC Financial Freedom Podcast! In this episode, we discussed how Smart TV advertising works and how it can help you reach more people with your marketing message, and you'll learn... 0:20 Introducing Muhammad Siddique 1:49 Muhammad's Origin Story 4:49 How Muhammad Got Into Smart TV Advertising 7:20 Combating the Click Fraud Problem Through Powerful Local Smart TV Advertising 13:55 The Rise of Smart TV Advertising and Why It's Effective More Than Other Forms of Advertising Today 16:20 AI-powered Smart TV Ads Placement 19:38 Why Adding Direct Response to Smart TV Ads Drive More Conversions and Sales for HVAC Contractors 21:31 What Kind of ROI You Can Expect to See From Local Smart TV Advertising 26:31 How Smart TV Ads Boost Sales Fast in the Slow Season for HVAC Companies 31:54 Why You Should Take Advantage of Adding Smart TV Advertising to Your HVAC Marketing Strategy Now 34:47 About Muhammad's Book: "New Success Secrets: How to Build, Run and Manage an Unstoppable Success Team" 36:34 Overwhelmed at work? Apply the 4D's. Do it. Date it. Delegate it. Dump it.  39:10 Wrapping Up Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom Presented By Polianna (https://polianna.net/)

Welcoming Logan Shinholser of Contractor Growth Network to the HVAC Financial Freedom Podcast! In this episode, we discussed everything from creating videos that capture the attention of potential customers to using video as a way to establish trust and credibility, and you'll learn... 0:20 Introducing Logan Shinholser 0:52 Congratulating "Contractor Growth Network" as Inc. 5000 America's Fastest Growing Private Companies 2022 Honoree 2:31 Learning More About Contractor Growth Network & Their Mission 3:09 The Journey of Starting Contractor Growth Network 6:13 Lessons Learned Through Past Experiences 17:54 The Mindset You NEED To Have For Your Contracting Business 25:23 Why Do HVAC Companies Need a Video Marketing Strategy 36:07 Video Equipment Essentials: What You Need To Get Started 40:14 Beginner Tips For Creating a Successful Video Content Strategy 49:59 Overcoming Your Fear of Public Speaking and Feeling Comfortable on Camera 57:48 Final Takeaways 59:28 Connect with Contractor Growth Network Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

Welcoming Jim Klauck to the HVAC Financial Freedom Podcast! In this episode, we'll be doing a deep dive on effectively using radio to market your HVAC business, and you'll learn... 0:18 Introducing Jim Klauck 0:56 About Jim Klauck (Check A Pro) 1:53 Contact Jim 2:59 The Golden Advantages of Radio Advertising 5:19 The Radio Show's Unique and Profitable Call-to-Action Programming 7:45 The Radio Show's Target Demographics and How Combining Radio and Podcasting Widen Their Audience 12:46 How Promoting Your Home Services Business on a Radio Program Distinguish You From Your Competition 15:08 How Call Tracking Works For The Radio Show 16:09 The Top Qualities To Look For in a Home Service Provider Towards Becoming a Check A Pro Member 21:48 Closing the Gap for Home Services Professionals Who Are Not Confident in Speaking on the Radio 27:24 Why You Should Spend More Time Working 'ON' rather than 'IN' Your Business 31:04 Making The Leap From Self-Employed to Business Owner 33:08 Common Mindsets and Trends Amongst Successful Home Service Professionals 36:59 How Jim Builds a Strong Professional Network 40:05 The 10 Rules for Business Success 44:11 "Why Do You Do What You Do?": Understanding The True Purpose of Your Work 48:29 Jim's Vision for The Future 50:24 Connect with Jim Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

Ramping Up Your HVAC Sales with Joe Person (Go-Time Success Group) Welcoming Joe Person to the HVAC Financial Freedom Podcast! Join us as we discuss how to ramp up your HVAC sales and take your business to the next level, and you'll learn... 0:18 Introducing Joe Person 01:30 About Joe Person (Go-Time Success Group) 03:12 Before Joe Became an Official Trainer with Go-Time 03:58 Finding a New Home at Go-Time 04:50 Being a "Massive Action Taker" 06:03 How Go-Time Success Group Empowers Contractors to Learn, Take Action, and Make a Difference 11:03 The Importance of Having a Positive Attitude and Growth Mindset Toward Change 14:16 Having a "Repeatable Process" In Place to Speed Up Your Success 17:54 Overview of The Go Time Success Book (Insights & Strategies to Help Your Home Service Company Succeed) 18:56 Go Time's Transformational Learning from Master Coaches and Trainers 26:05 The Role of Go Time's State of the Art Classes in Increasing Student Engagement 28:57 Go Time's Unique & Principle-Driven Business Consulting and Coaching Services 31:53 The Art of "Buying Yourself First" In Order To Be Successful 33:52 Integrating of "Self-Reflection" in Coaching and Training Towards Customer's Professional Growth 37:42 ServiceTitan's Powerful Platform and How Home Service Contractors Benefit From it 48:42 Why Mindset Mastery Is Vital to Your Success 56:23 Connect with Joe Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

Welcoming Russell Furr of Culpeper Home Services to the HVAC Financial Freedom Podcast! In this episode, you'll learn… 0:18 Introducing the Guest 0:57 About Russell Furr (Culpeper Home Services) 2:39 The Journey of Starting Culpeper Home Services 6:43 Making The Transition From Employee To Business Owner 10:27 Team Is Key To Building Sustainability Into Your Business 12:17 Private Equity Investment Creates Opportunities 14:33 Culpeper Home Services' Standout Team of Professionals 16:21 The Advantage of Joining Nexstar Network and Getting a Mentor 20:01 Empowering Your People Helps You Become Successful 23:12 Success Leaves Breadcrumbs 26:47 Proven Marketing Strategies That Helped Culpeper Home Services Grow 28:46 Are Lead Generation Sites Worth It? 29:55 How Facebook Ads Ignited Culpeper Home Services' Marketing Strategy 33:08 The Great Impact of Rebranding Your Business and Getting Your Trucks Wrapped 36:01 Traditional Advertising for Culpeper Home Services 37:46 Top Marketing Strategies That Boost Sales 38:28 Marketing to Existing Customers: Tactics and Insights 39:02 Importance of Online Reviews and Asking For Them from Customers 41:14 The Focus on Reputation Marketing 42:13 How Company's Reputation Matter in Recruiting 46:06 "Culpeper Home Services is about taking care of people." 47:57 Wrapping Up 49:09 Connect with Russell 49:51 Final Takeaways Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/

Welcoming Brad Rapone of TradeWraps to the HVAC Financial Freedom Podcast! In this episode, we'll be doing a deep dive on effectively wrapping your HVAC trucks, and you'll learn… 0:18 Introducing Brad Rapone 01:43 Recent TradeWraps Customer Testimonial 02:57 The Amazing Team, Culture, and Customer Service of TradeWraps 05:54 Falling In Love with Your Customer's Wants and Needs More Than Your Art 07:08 Why Vehicle Wrap is a Smart Investment 08:41 The Do's and Don'ts of a Great Vehicle Wrap Design 10:39 Secrets to an Effective Commercial Vehicle Wrapping 14:25 Vehicle Wraps Drive Sales and Build Strong Brand 16:54 Why Choose Trusted Professional Vehicle Wrap Experts at TradeWraps 18:56 How TradeWraps Help Customers Protect Their Vehicle Wraps 20:58 TradeWraps' Dedication to Bring Top Quality Work & Customer Service Nationwide 23:53 A Transformed Life 27:09 Front Loading VS. Freeloading 30:59 Past Experience of Living With Chronic Back Pain 33:38 Adapting to a Vegan Diet 36:59 The Identity Shift: Who You Need to Be to Succeed 41:17 About Investing, Building Wealth, and Financial Freedom 43:38 Final Takeaways 44:10 Connect with Brad Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/

The R&D Tax Credit is a valuable tool for HVAC business owners. In this podcast, you'll learn how to take advantage of the R&D tax credit and recover tens of thousands in overpaid taxes. Robert is National Account Manager for Business Group Resources, a specialty accounting firm. He brings to his work a long and successful career as a small business owner, trainer and speaker, and consultant to small and mid-size businesses in the areas of marketing, operations, and organization. Email: robertbcurtiss@businessgroupresources.com Website: https://robertbcurtiss.businessgroupresources.com/ Linkedin: https://www.linkedin.com/in/robertcurtiss We'll be discussing: - What is the R&D Tax Credit? - What kinds of businesses are eligible for the tax credit? - I thought it was only for companies who invent something new...Why haven't I heard about this before? Why didn't my CPA tell me about it? - Aren't R&D Tax Credits too complicated and expensive to get? ...and more! Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

Welcoming Scott Sylvan Bell to the HVAC Financial Freedom Podcast! In this episode, we'll be doing a deep dive on Scott's sales philosophy, and you'll learn… Winning strategies and insights to set your techs up for selling successHow to build a bulletproof sales development plan for your technicians to lock down and upsell more dealsRefining your sales machine to fill your schedule ...and more! Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

If you have aspirations to build or currently have an inbound and/or outbound sales team for your HVAC company, you'll wanna listen in to today's HVAC Financial Freedom live interview. We had a candid conversation with Sales Coach and Mentor Dave Tester on strategies HVAC owners can implement in their business to generate more business during the slow season and land more five-star reviews. For Dave's free book, go to godavetester.com  Join us as we discuss... How Dave used his training in broadcast radio as a talk show host to being a leading sales trainerThe story of Dave's first cold call Key strategies to implement during HVAC shoulder season to generate businessDave's scripts for doing outbound calls to past HVAC customers Why Dave uses the title “Director of First Impressions” versus “Customer Service Representative” A role-play on how to ask for 5 Star Reviews from past customers A key mindset shift to make when it comes to outbound sales Dave's “Zero Technique” on addressing price objections How an investment in Applebee's gift cards can change the game for your customer service ...and more! Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)

Welcoming Jeremy Goff to the show! We had an incredible conversation with Jeremy Goff of Top Rank on his journey from being laid off in 2010 to building a $4M/year residential HVAC company. Join us as we discuss... Jeremy's story of how he started his company during the 2010 economyThe surprising reason why Jeremy switched from doing commercial work to residential work (even though it meant he was turning down $100K+ jobs!)The "Giver's Gain" mentality & how Jeremy used grassroots marketing to get to his first $500K in businessHow Jeremy turned a 75-cent investment into a new AC install in less than two weeksWhat Jeremy is doing to address rising costs across the industry and in his home state of CaliforniaHow Jeremy has been addressing staffing issues & the specific benefit packages he's created to retain employeesThe importance of building an abundance mindset and not being afraid of your employees end up being contractors as wellJeremy's growth projections & plans to go from $4M to $10M over the next few yearsWhy it's so important for starting HVAC businesses to get a well-designed logo & wrapped trucks ... and how you can seem to be "everywhere" in your market!The importance of mentorship while growing your HVAC companyJeremy's rule of thumb of how many people you need for every million dollars of revenueThe steps you need to take before making the leap to start your own HVAC business ...and more! Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)