The Business Credit and Financing Show

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In The Business Credit and Financing Show we tackle all types or topics relating to how you can get business credit and financing to start and grow your business. We also discuss marketing and growth strategies with top influencers and industry experts, to help you start and grow a profitable business.

Ty Crandall


    • Dec 22, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 37m AVG DURATION
    • 931 EPISODES

    4.9 from 134 ratings Listeners of The Business Credit and Financing Show that love the show mention: thanks ty, learning podcast, thanks a lot, i've learned a lot, business podcast, business owner, always great, great advice, great information, type, deal, actionable, excellent podcast, knowledgeable, run, useful, important, valuable, unique, nice.


    Ivy Insights

    The Business Credit and Financing Show podcast is an incredibly insightful and helpful resource for anyone looking to build or strengthen their business. Hosted by Ty, the show offers a wealth of advice and information that is beneficial to entrepreneurs from all walks of life. Each episode features knowledgeable guests who share practical tips and strategies for financial success. Whether you're looking to learn about business credit, funding options, or general financial management, this podcast is a must-listen.

    One of the best aspects of The Business Credit and Financing Show podcast is the expertise of the guests. Ty brings on a wide variety of professionals who are highly knowledgeable in their respective fields. They share valuable insights and provide actionable advice that listeners can implement in their own businesses. This diversity of expertise ensures that there's something for everyone, regardless of industry or level of experience.

    Another great aspect is Ty's interviewing skills. He has a unique ability to draw out salient information from his guests, making each episode informative and engaging. His relatable approach creates a comfortable atmosphere where guests can freely share their knowledge and experiences. This makes the podcast not only educational but also enjoyable to listen to.

    However, one potential downside is that some episodes may be more relevant to certain industries or stages of business growth than others. While the show covers a wide range of topics, not every episode may resonate with every listener. It would be beneficial if there were more episodes tailored specifically to different business types or stages.

    In conclusion, The Business Credit and Financing Show podcast is an absolute gem for any entrepreneur or business owner seeking financial guidance. With its wealth of expert advice, diverse range of topics, and engaging hosting style, this podcast provides invaluable insights that can help businesses thrive financially. Whether you're just starting out or looking for ways to strengthen your existing business, this podcast offers a treasure trove of information that shouldn't be missed.



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    Latest episodes from The Business Credit and Financing Show

    Jason Solomon: How to Choose the Right Financing Partner for Your Business

    Play Episode Listen Later Dec 22, 2025 31:32


    Jason Solomon is the Vice President of Partnership Development at Fora Financial, where he leads strategic channel relationships and builds partnerships that support the company's mission to provide working capital solutions for underserved small businesses. With over 15 years of experience in sales, business development, and financial services, Jason brings deep industry insight and a proven track record of driving growth through collaborative partnerships. At Fora Financial, which has generated 5B in funding, he focuses on expanding the company's ecosystem of partners to better serve small and medium-sized enterprises. Jason holds an MBA from Northeastern University and a bachelor's degree in business from Miami University.  During the show we discuss: An overview of Fora Financial's financing products, including revenue advances and lines of credit How much capital businesses can access and how quickly funding can be received after approval The application and underwriting process, including documentation and credit considerations Repayment structures, cash-flow-based flexibility, and early payoff options Transparency around rates, terms, fees, and total cost of financing Eligibility requirements, supported industries, and key approval factors How Fora Financial compares to traditional banks and SBA loan programs Resources: https://www.forafinancial.com/

    Cindy Gallop: How to Build a High-Trust, High-Impact Culture That Actually Delivers Change

    Play Episode Listen Later Dec 18, 2025 32:55


    Cindy Gallop is a brand and business innovator, consultant, coach, and keynote speaker who helps leaders and organizations change the game in their industries. Known for her radical, no-status-quo approach to business transformation, she's unapologetically bold — "I like to blow shit up. I am the Michael Bay of business." She empowers people and companies to own the future — to become the leaders they want to be, build the businesses they envision, and create truly inclusive, gender-equal workplaces. Cindy believes adversity breeds opportunity and that today's breakdowns create space for the boldest new ideas to emerge. As a consultant, coach, and diversity advocate, Cindy works with forward-thinking brands and leaders ready to reinvent themselves, driving transformative growth through fearless creativity and strategic innovation — helping them blow up what's broken and build what's next. During the show we discuss: What it really means to disrupt business responsibly and rebuild what's broken Designing future-ready companies rooted in trust and innovation Turning crisis, disruption, and fear into growth opportunities Why trust-driven leadership outperforms control-based cultures Building inclusion, equality, and diversity directly into the profit model Shifting from surface-level D&I efforts to systems that drive real change Lessons from working with iconic global brands and building taboo-breaking companies The mindset shift required to blow up the old and build what's next Resources: https://cindygallop.com/  

    Chastin J. Miles: How to Turn Struggle Into Success in Real Estate and Beyond

    Play Episode Listen Later Dec 18, 2025 31:00


    Chastin J. Miles is an award-winning real estate entrepreneur, author, speaker, and coach who went from struggling solo agent to nationally recognized business leader. Since starting his career in 2014, he's built a legacy rooted in purpose, momentum, and wealth creation—helping others do the same. As the founder of Power Unit Coaching, Chastin has trained thousands of agents to scale profitable, sustainable businesses. His books, The Real Before The Estate and Do The Most: The Entrepreneur's Guide to Infinite Hustle, share his proven framework for achieving lasting success through strategy and consistency. Featured in Forbes, Fortune, The New York Times, and Realtor Magazine, Chastin is also the creator of the Think Rich Foundation and a TEDx speaker dedicated to teaching financial literacy and entrepreneurship to underserved communities. His mission: to inspire entrepreneurs to build wealth, lead with purpose, and always Do The Most. During the show we discuss: The journey from struggling solo agent to multi-million-dollar real estate entrepreneur The mindset shift required to move from transactions to true business ownership Real-world lessons new agents aren't taught but must learn to survive and scale Rebuilding confidence and momentum when agents feel stuck or burned out Why most agents fail to build a scalable business—and how to avoid it The role of coaching, community, and the Do The Most philosophy in sustained success Using social media and YouTube to build influence, trust, and opportunity What separates agents who succeed long-term from those who quit too soon Resource: https://chastinjmiles.com/  

    Warren Whitlock: How to Build Influence and Grow Your Brand in a Digital World

    Play Episode Listen Later Dec 17, 2025 30:42


    Warren Whitlock is a digital marketing pioneer with over 20 years of experience in social media, new media, and emerging technology. As CEO of Stirling Corp, he builds mass audience properties with exponential growth potential by partnering with forward-thinking technologies and markets. A best-selling author and advisor, Warren helps companies leverage online opportunities to drive growth and profit. Focused on AI and blockchain, Warren explores how these innovations boost productivity and disrupt traditional industries. He also advises enterprises on e-commerce, martech, and the future of marketing, supporting ventures like PERK Protocol, which tackles global workforce Warren Whitlockchallenges. Named a Forbes Top 50 Social Media Power Influencer, Warren authored Twitter Revolution—the first book about Twitter—and Profitable Social Media: Business Results Without Playing Games. He believes business success is built on authentic human connection, using digital tools to amplify impact and share stories profitably with the right audience. During the show we discuss: How influence, storytelling, and connection have evolved in the social media era Applying a "people love to buy" mindset in an AI-driven marketing world Common mistakes brands make when using social media for growth How emerging tech like AI and blockchain will reshape digital marketing Using collaboration and partnerships to scale brands authentically Trends shaping thought leadership, content consumption, and podcasting Balancing innovation with simplicity in modern marketing strategies Measuring meaningful engagement over vanity metrics like virality Leadership traits that help innovators thrive during disruption The future of digital storytelling, technology, and human connection Resources: https://warrenwhitlock.com/  

    George Couros: Using Financial Fluency to Master Money

    Play Episode Listen Later Dec 17, 2025 32:15


    George Couros is an Innovative Teaching, Learning, and Leadership Consultant, speaker, and author of The Innovator's Mindset and Innovate Inside the Box. As co-owner of IMPress Books and an Adjunct Instructor at the University of Pennsylvania's Graduate School of Education, he draws on his experience across all levels of K–12 education to help educators create innovative, collaborative, and student-centered learning environments. A father of three—Kallea, Georgia, and Marino—George is passionate about helping every learner find a meaningful path to success. He believes education should not only prepare students for the real world but inspire them to make it better through curiosity, collaboration, and creativity. Guided by the belief that meaningful change begins by connecting to people's hearts before their minds, George empowers educators to lead with empathy, innovation, and purpose in all they do.  During the show we discuss: How financial fluency helps families build confidence with money What kids should learn early to manage money wisely Teaching kids how to leverage money responsibly Getting kids excited about saving and investing Making compound interest fun and easy to understand The most important money lessons every child should learn Why kids need to understand financial freedom early Paths to success beyond the traditional college route Resources: https://georgecouros.com/

    David Aaker: How to Transform Brand and Demand Marketing to Drive Growth

    Play Episode Listen Later Dec 10, 2025 29:26


    David Aaker, known as the "Father of Modern Branding," is Vice-Chair at Prophet and one of the world's leading authorities on brand strategy. Creator of the Aaker Brand Vision Model, he has shaped how organizations build and manage enduring brands. His contributions have earned him induction into the American Marketing Association Hall of Fame and the Sheth Foundation Medal for Exceptional Contribution to Marketing Scholarship and Practice. Aaker has authored 18 books and hundreds of articles, selling over one million copies worldwide and translated into 18 languages. His influential works, including Building Strong Brands, Brand Portfolio Strategy, Brand Relevance, and Aaker on Branding, provide timeless guidance for marketing leaders seeking to drive growth and brand relevance. Professor Emeritus at the Haas School of Business, UC Berkeley, Aaker remains an active consultant, keynote speaker, LinkedIn Influencer, and blogger at davidaaker.com, inspiring executives globally with practical insights on brand leadership and growth. During the show we discuss: How AI uncovers deep customer insights and predicts emerging trends How to design value propositions that truly resonate with customers Connecting brand strategy to measurable demand-generation outcomes How integrated marketing planning aligns channels and touchpoints Steps to optimize media strategies in today's complex marketplace The core components of a modern marketing operating model Creating a compelling value exchange between brands and customers Measuring success across brand-building and demand-driving efforts The role of creative strategy in activating brand and demand strategies How organizations can future-proof their marketing capabilities Resources: https://www.linkedin.com/in/davidaaker/  https://www.amazon.com/Aaker-Branding-Playbook-Building-Strong/dp/163698665X  

    Dustin Heiner: How to Build a Successful Real Estate Investing Business from Scratch

    Play Episode Listen Later Dec 10, 2025 38:12


    Dustin Heiner is a leading real estate investing expert and the Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON). After achieving financial freedom and becoming successfully unemployed at the age of 37 through real estate rental property investing, Dustin made it his mission to help one million people do the same—building wealth and independence through smart real estate investing. Dustin launched MasterPassiveIncome.com in 2015 from his home while working full-time, raising four children, running two additional businesses, and actively investing in real estate. His journey from employee to financially free entrepreneur has inspired thousands, and his proven strategies empower everyday people to build passive income and break free from the 9-to-5 grind. Today, through his platform and REWBCON, Dustin has helped countless investors start and scale their rental property portfolios—no matter where they live. Even those in high-cost cities learn how to invest strategically across the country, building sustainable wealth and creating a life on their own terms. During the show we discuss: Why real estate investing is one of the most reliable paths to financial freedom How beginners can build a rental property business from scratch The mindset shifts required to become a successful real estate investor The most common roadblocks new investors face—and how to overcome them How real estate creates passive income and replaces earned income The key steps to building an "automatic" rental property business How to identify properties that generate consistent cash flow The six ways rental properties make money—and how they compound over time Why building the right real estate "dream team" is critical to success The tools and systems needed for a hands-off, profitable rental business How to find great deals in competitive or high-cost markets Strategies to minimize risk and avoid costly investing mistakes How to build sustainable monthly cash flow that exceeds expenses How to scale from one property to a portfolio that supports financial independence Why access to a strong investor community accelerates long-term growth Resources: https://masterpassiveincome.com/freecourse Text RENTAL to 33777  

    Gino Barbaro: How to Transform Your Relationship with Money and Build Lasting Wealth

    Play Episode Listen Later Dec 8, 2025 30:01


    Gino is a successful entrepreneur, certified Money Coach, and proud father of six who brings a wealth of real-world experience to his work. Having built and operated multiple businesses, including restaurants, he knows firsthand what it takes to launch and grow ventures from the ground up. Through Barbaro 360, Gino is expanding his mission to mentor and empower individuals in every aspect of life—covering personal finance, parenting, relationships, wellness, and faith. His holistic approach helps people thrive both personally and professionally. Having coached hundreds of investors and entrepreneurs, Gino now focuses on money coaching, guiding individuals to explore and transform their relationship with money so they can create lasting financial freedom and fulfillment.  During the show we discuss: Why understanding your relationship with money is the foundation of lasting financial change The most common money patterns or "money types" that shape financial behavior How a 4-session Money Coaching process uncovers the root causes behind money decisions Why high earners often stay stuck in financial "survival mode" The first steps to building a financial system that fits real life How business owners can separate personal and business finances to reduce stress The role mindset plays in financial clarity and long-term success The most common money myths that block wealth-building How couples align money habits and reduce financial conflict The difference between earning more money and building real wealth How coaching helps overcome fear, guilt, and emotional blocks around money Resources:  https://barbaro360.com/

    Gerri Detweiler: How to Build & Monitor Business Credit to Unlock Funding

    Play Episode Listen Later Dec 8, 2025 31:23


    Gerri Detweiler is a leading, nationally recognized financing and credit expert, with more than 20 years of experience.  Gerri shares her knowledge through contributed content in leading industry and national publications, and her articles have been featured on Yahoo!, MSN Money, ABCNews.com, CBSNews.com, NBCNews.com, Forbes, The Today Show website and many others  She is the author of seven books including her forthcoming book, The Ultimate Credit Repair Action Plan: A step-by-step guide to great credit to be released in late 2025. Gerri hosted her own talk radio programs for more than five years and she has been interviewed for more than 5,000 news stories. She is an international speaker and has testified before Congress on consumer credit legislation. Today, Gerri develops educational programs and content for small business owners for Nav, a financial health and credit platform that provides small businesses owners a dedicated space for accessing, building, managing their business and personal credit, tracking cash flow patterns, and understanding their financing options before they apply. During the show we discuss: Why business credit feels confusing—and how to simplify it What business credit is and why it's critical for small business success How monitoring business credit across all three bureaus supports smarter decisions How quickly business credit scores can improve with tradeline reporting Why tracking business and personal credit together matters What tradelines are and how they strengthen business credit profiles The funding options unlocked by strong business credit How Nav matches businesses with the right financing opportunities Why cash flow tracking is essential to financial health How strong business credit increases loan approval odds The common mistakes that limit business credit growth How to find and fix errors on business credit reports What sets Nav's credit monitoring and reporting apart How business credit separates—and protects—personal finances Resources: https://www.nav.com/gerri/    

    Charles Gaudet: How to Build Systems That Deliver Consistent Revenue Month After Month

    Play Episode Listen Later Dec 8, 2025 34:15


    Charles Gaudet is the Founder and CEO of Predictable Profits and creator of the Predictable Profits Operating System™, a proven framework helping 7- and 8-figure businesses achieve consistent, predictable growth. He is the author of The Predictable Profits Playbook (voted #1 Sales & Marketing Book by Indie Excellence) and host of The Beyond 7-Figures Podcast. Yahoo Finance calls him "The CEO Whisperer," and the International Business Times names him "The Go-To Business Coach for 7- and 8-Figure Businesses." An entrepreneur since age four, Gaudet built his first multi-million-dollar company at 24 and has helped countless CEOs generate millions more through his expertise in revenue architecture, growth systems, and sales process engineering. His work has been featured in Inc., Forbes, Salesforce, Success, and Fox Business, and he has been recognized as one of American Geniuses' Top 50 Industry Influencers and one of CEO Weekly's "Top 10 Innovative CEOs to Follow." Gaudet is also a two-time Brazilian Jiu-Jitsu gold medalist and three-time wrestling state champion.He lives in Florida with his wife, their three "kid-preneurs," and their loyal dog, balancing entrepreneurship with family and personal growth. During the show we discuss: Signs your agency has outgrown hustle and referrals and needs a growth system What marketing really is and how to use it for consistent growth How to create, capture, and nurture demand The OSI Method and how it accelerates growth How to turn random wins into predictable, month-over-month profits The three growth phases—Setup, Sales, and Scale—and why they matter How to generate consistent, qualified leads without founder dependency The mistakes keeping CEOs stuck in daily operations instead of scaling Why tactics fail without a complete operating system The frameworks that remove the CEO from day-to-day firefighting How agencies build resilience and scale past revenue plateaus The mindset shift required to scale from 7 to 8 figures How the system adapts for companies under $1M to $10M+ Proven results, including 90-day record-breaking revenue stories Resources: https://www.PredictableProfits.com

    Jeremy Schneider: How to Master Your Money by Investing in the Market

    Play Episode Listen Later Dec 8, 2025 31:19


    Jeremy Schneider is an entrepreneur, software developer, and personal finance educator passionate about making investing simple and accessible. In 2004, he founded RentLinx, bootstrapped it without outside funding, and profitably grew the company until its acquisition by AppFolio in 2015. That success allowed Jeremy to reach financial independence and retire at the age of 36. After exiting, he founded Personal Finance Club, where he teaches millions how to build wealth through disciplined saving and long-term investing, and co-founded Nectarine, a marketplace dedicated to fixing the financial advice industry by aligning incentives. Jeremy's mission is to help others achieve financial freedom by providing clear, unbiased education. When he's not teaching personal finance, he enjoys beach volleyball, traveling, and spending time outdoors. During the show we discussed: A flat fee financial advice solution explained Reasons to buy an index fund Understanding target date index funds and why you want one The smartest way to prioritize money between debt, saving, investing, and buying a home Essential steps to start investing confidently Why index funds and ETFs are the easiest way to build wealth How to stay motivated to save and invest despite instant-gratification temptations The simplest way to avoid falling for bad financial advice How learning personal finance early can change your financial future Resources: https://personalfinanceclub.com/ https://hellonectarine.com/   

    Jack McColl: How to Optimize Your Credit to Access Top Business Cards Fast

    Play Episode Listen Later Nov 25, 2025 34:43


    Jack McColl is an entrepreneur, business credit expert, and founder of Credit Stacking, a program that has helped thousands of entrepreneurs access over $100M in 0% interest funding to grow their businesses and create lifestyle freedom. Starting with just $10K and a hoverboard company, Jack learned through tough equity deals and high-interest loans before cracking the code on how to secure $100K+ in business credit with no tax returns or business history. Since launching Credit Stacking in 2016, Jack has scaled it into a seven-figure business, co-founded multiple ventures, and been featured in Forbes for his work. He now teaches entrepreneurs how to scale faster, avoid giving up equity, and use credit as a "cheat code" for growth. Based in Utah, Jack is also an action-sports enthusiast and private pilot who believes business should be a vehicle for freedom, not a grind. During the show we discussed: What Credit Stacking is and how it accelerates funding access. How optimizing personal credit boosts business card approvals. Whether beginners with no business history can get high-limit cards. What sets Credit Stacking apart from other credit or funding programs. Typical timeline for seeing results in the program. Common mistakes people make when building business credit alone. How business credit fuels growth without equity loss or risky loans. Which industries benefit most from Credit Stacking. How "top" business credit cards are selected. The role of personal credit scores in funding approvals. Typical credit limits achieved after completing the program. How the program helps avoid high-interest debt while scaling. Real success stories from entrepreneurs using Credit Stacking. How Credit Stacking supports those with already strong credit. Immediate steps to start stacking credit and accessing capital. Resources: https://go.creditstacking.com/  

    Terri Couser: How to Leverage Credit to Build Wealth and Break Generational Cycles

    Play Episode Listen Later Nov 21, 2025 32:37


    Terri Couser is an entrepreneur, coach, and Board-Certified Credit Consultant with two degrees from Villanova University. Her career began at TransUnion, where she updated thousands of credit profiles, sparking her passion for real estate and helping others build financial stability through home buying, selling, and property management. Through her Wealth Building Ministry, Terri empowers individuals and youth to create generational wealth and LEGACY, partnering with organizations like the Philadelphia Education Fund and Year Up for panels and speaking events. Today, Terri teaches people nationwide how to leverage credit to build wealth, start businesses, and achieve financial freedom. She has grown her company into a national brand, partnered with global influencers, launched Credit Leverage Lifestyle and "The Winner's Circle" community, and hosts Major Impact on The CW's CONNECT Network to help women entrepreneurs master money and investing. During the show we discussed: The inspiration behind creating Credit Leveraged Lifestyle. How credit leverage helps break generational debt cycles. Why the credit repair industry is full of misinformation. Common credit myths people still believe. How bureau experience gives an edge in credit consulting. Risks of following bad online credit advice. First steps in starting a credit-building or repair journey. Key differences between personal and business credit. How to build business credit without using a personal SSN. Biggest mistakes with credit utilization and DTI. How Board and Credit Score Certification set you apart. Results clients see from your programs. Why understanding credit reports and scores matters. How better credit unlocks major financial opportunities. What's included in the 90-module Credit Leveraged Lifestyle course. Resource: https://www.creditleveragedlifestyle.com/  

    Tiffany Mittal: The Secret Sauce to Growing Your Multifamily Portfolio

    Play Episode Listen Later Nov 19, 2025 29:27


    Tiffany Mittal is a multifamily real estate expert with over 13 years of experience in property management, ownership, and technology. She began her career as an owner-operator, gaining hands-on experience that shaped her understanding of the industry's challenges and opportunities. In 2020, Tiffany co-founded Utility Ranger, a tenant utility billing software company designed to streamline operations and empower small to medium multifamily operators with a value-add tool that increases property value. Partnering with 10X Incubator in 2021 boosted the company's visibility, and in 2023, she launched her latest proptech startup, further advancing innovation in the multifamily sector. A lifelong learner and leader, Tiffany earned a Master's in Global Leadership from the University of San Diego, completed Harvard Business School's General Management Program, and holds certifications in Real Estate Management. Now based in Stuart, Florida, she leads Utility Ranger alongside her husband while raising four children, inspiring the industry with her vision to transform property management through technology. During the show we discussed: Transition from operator to tech innovator. How Utility Ranger streamlines billing. Why RUBS is more efficient with the software. Regaining utility control without extra work. Flexible billing options and benefits. Resident responsibility improving efficiency. Boosting NOI through smarter billing. Integrated payments enhancing invoicing. Key billing challenges Utility Ranger solves. Owner-operator experience shaping the platform. Turning utilities into a revenue stream. Integrations with property management systems. Ideal properties and operators for the software. Cadet vs. Commander package differences. Resources: https://utilityranger.com/  

    Chris Naugle: Creative Deal Structuring Secrets for Entrepreneurs & Investors

    Play Episode Listen Later Nov 13, 2025 36:47


    From pro-snowboarder to America's #1 Money Mentor, Chris Naugle has built his career on the belief that success isn't about the resources you have, but how resourceful you can be. His journey from humble beginnings to financial success has fueled his mission to teach others a better way to build and preserve wealth. Over the years, Chris has built and owned 19 companies, with features in Forbes, ABC, House Hunters, and even his own HGTV pilot in 2018. He is the founder of The Money School™ and serves as Money Mentor for The Money Multiplier, where he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money truly works. His expertise also extends to managing tens of millions of dollars in assets across financial services and real estate. As an innovator, speaker, author, and podcast host, Chris has shared his wealth-building strategies with over ten thousand Americans nationwide. His teachings continue to inspire those seeking lasting financial freedom and a path to creating true generational wealth. During the show we discussed: Entrepreneur journey shaping money and success Resourcefulness in wealth creation Creative deal-structuring insights What makes a deal attractive to lenders Strategies to get lenders to say yes Value of in-person borrower/lender connections Lessons from building 19 companies Common wealth-building mistakes Using Money School™ principles for freedom Real estate's role in long-term wealth Impact of money mindset Financial basics everyone should know Resources: https://www.chrisnaugle.com/ https://privatemoneyclub.com/   

    Ryan White: The Blueprint for Entrepreneurial Branding

    Play Episode Listen Later Nov 12, 2025 36:42


    Ryan White is a 7-figure digital entrepreneur, influencer, investor, press contributor, and speaker. He is the founder of Social Revelation, a globally recognized social media marketing company that helps business and personal brands expand their digital footprint and increase brand awareness online. Through Social Revelation, Ryan has managed social media strategies for multiple seven- and eight-figure industry leaders, while also curating a personal online network of more than 6 million people worldwide. His expertise has positioned him as a trusted authority in building influence and driving digital growth. Ryan's insights and success have been featured on top podcasts such as Entrepreneurs on Fire, Underdog Empowerment, The Daily Grind, The No Excuse Show, and The Millionaires' Hot Seat. He has also appeared on live television shows including Good Morning LALA Land in West Hollywood and the Mountain Morning Show in Park City, Utah, sharing his knowledge on entrepreneurship and the power of social media. During the show we discussed: Personal brand helps entrepreneurs stand out. Many people make common mistakes growing their brand online. Clarity of purpose drives business and brand success. Solid foundations are essential before scaling. Smart strategies are needed to stand out in a crowded space. Entrepreneurs must position themselves as trusted authorities. Proven methods can monetize a brand faster. Social proof builds powerful credibility. The right tools save time and money online. Personal branding is often misunderstood. Balancing online growth with business operations is key. Mindset and habits separate successful entrepreneurs from others. Resources: https://www.officialryanwhite.com/ https://www.instagram.com/ceoryanwhite/related_profiles/  https://linktr.ee/ceoryanwhite   

    KC Chohan: How to Go Beyond Bookkeeping and Build a Tax Strategy That Scales

    Play Episode Listen Later Nov 10, 2025 27:39


    KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes. Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights. A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies. During the show we discussed: Biggest tax mistakes high-net-worth owners make How strategic giving cuts taxes and builds wealth Role of asset protection in minimizing taxes Why a CPA or bookkeeper isn't enough Creating a custom tax strategy beyond loopholes When to bring in a CFO Key financial roles every business needs Bookkeeping vs. high-level tax strategy How Together CFO's approach stands apart Saving millions through proactive tax planning Overlooked tax breaks for 7–8 figure entrepreneurs Tying legacy and generational wealth to tax strategy Using AI and automation for smarter tax planning Strategic giving for impact and savings Building the right financial team for tax efficiency Resources: https://togethercfo.com/ https://financialfusion.io/   

    Ash Exantus: How to Build Wealth with Practical Money Moves

    Play Episode Listen Later Nov 3, 2025 32:01


    Ash Cash Exantus — better known as Ash Cash — is a nationally recognized financial educator, bestselling author of over 40 books, and media personality known as "The Hip-Hop Financial Advisor." With six bestselling titles, he has dedicated his career to making financial literacy culturally relevant, spiritually grounded, and accessible to all by blending psychology, personal finance, and hip-hop culture. He is the Founder of MindRight Money Management and creator of Hip-Hoponomics, a program bringing financial education to students through the lens of hip-hop. Ash also leads The Abundance Community, the #1 platform for Financial Spirituality, and runs BookRich, where he helps people turn their life experiences into books and build multiple streams of income. Ash hosts the top 100 business podcast Inside the Vault with Ash Cash, which reaches listeners in 156 countries with over 7 million video views and 1.3 million audio downloads. Featured on CNN, CNBC, The New York Times, The Wall Street Journal, BET, Essence, Black Enterprise, Earn Your Leisure, InvestFest, and more, his mission is to inspire and equip people to build wealth, unlock their potential, and live abundantly. During the show we discussed: Why financial planning transforms your money mindse Easy ways to start and stick to a budget Simple side hustles with low startup costs Common income-building mistakes to avoid How good credit unlocks wealth opportunitiesFirst steps to rebuild poor credit Balancing debt payoff and investing Using life insurance to build wealth Simple tax-saving strategies How trusts grow and protect wealth Safe, smart ways to start investing Resources:  https://iamashcash.com/  

    Brendon Sedo: How Bitcoin Is Becoming a Permanent Financial Asset

    Play Episode Listen Later Oct 30, 2025 27:08


    Brendon Sedo is a serial entrepreneur and blockchain innovator whose journey began early, scaling a service company to over 100 locations by the age of 19. He went on to co-found Joist, the world's largest contractor platform, which now generates more than $18 million in annual recurring revenue and processes over $1 billion in payments each year. Driven by a passion for innovation and real-world impact, Brendon entered the cryptocurrency and blockchain space as an initial contributor to Core and Core Ventures. There, he champions user-centric development, focusing on sustainable utility and self-reliance rather than short-term hype. At Core, Brendon leads Web2 business development partnerships, oversees Core Ventures and the Core Venture Network to fund builders and accelerate ecosystem growth, and has secured key integrations with over 10 major blue-chip projects. A true global citizen with experience living in Winnipeg, Mexico City, and Lisbon, Brendon bridges the gap between sophisticated blockchain technology and everyday user needs. His work reflects a community-first mindset, blending entrepreneurial vision with a mission to make blockchain innovation both practical and accessible. During the show we discussed: Bitcoin as a lasting financial force, not a trend. Why Bitcoin outlasts other cryptocurrencies. Decentralization as Bitcoin's shield from control. Bitcoin's role as digital gold and store of value. How scarcity drives Bitcoin's long-term worth. Global adoption signaling Bitcoin's permanence. Misconceptions about Bitcoin's legitimacy. Institutional adoption validating Bitcoin's role. Key risks and why Bitcoin can endure them. Bitcoin's shift from digital gold to active capital. Earning yield, borrowing, and transacting with BTC. DeFi and Layer 2 innovations boosting Bitcoin utility. How active capital strengthens Bitcoin's ecosystem. Bitcoin's rise as a dynamic, multi-use asset. Resources: https://coredao.org/

    Noah St John: How to Create a Success Mindset That Lasts

    Play Episode Listen Later Oct 28, 2025 29:41


    Noah St. John is known worldwide as "The Father of AFFORMATIONS®" and "The Mental Health Coach to The Stars." He helps Hollywood celebrities, professional athletes, and CEOs remove "head trash," boost performance, and grow profits without sacrificing well-being. In 1997, Noah discovered his breakthrough AFFORMATIONS® Method, a science-based technique for reprogramming the mind through empowering questions, along with SUCCESS ANOREXIA®, the hidden condition behind self-sabotage and burnout. These insights led to his Power Habits® System, which has helped clients generate more than $2.7 billion in sales. Featured on ABC, NBC, CBS, FOX, Entrepreneur, and SUCCESS, Noah's proven frameworks combine psychology, mindset, and performance strategy to help leaders and organizations unleash their full potential with clarity, confidence, and balance. During the show we discussed: How mindset connects to success and became your life's work. The origin and uniqueness of AFFORMATIONS®. Why big dreamers still struggle with results. How self-questions shape life and business outcomes. A simple way to use AFFORMATIONS® for confidence. What "head trash" is and how to clear it. The role of mindset and mental health in performance. Common limiting beliefs and how to overcome them. What separates those who break through from those who stay stuck. How to reprogram the mind for wealth, love, and success. Top AFFORMATIONS® for abundance and fearlessness. Resources: https://noahstjohn.com/ https://breakthroughwithnoah.com

    Kolaiah Fuzzy Jardine: How to Turn Your Savings, Equity, and Ideas Into Real Income

    Play Episode Listen Later Oct 27, 2025 33:01


    Kolaiah "Fuzzy" Jardine is the co-founder of HUI Mastermind, where he empowers Native Hawaiians and local residents to build generational wealth the Pono Way—with integrity, balance, and community at the core. Growing up with limited opportunities, Fuzzy was determined to change his story and discovered real estate investing as his path to freedom and legacy. Through perseverance and purpose, he built a multi-million dollar portfolio, including over 100 affordable homes and a $6 million rental portfolio, becoming a leading voice in ethical investing across Hawaii. His approach centers on using Other People's Money and Time (OPM/OPT) to make wealth-building accessible for everyday people. Fuzzy's signature HUI Framework simplifies complex real estate strategies, guiding aspiring investors to succeed in Hawaii's challenging market without compromising their values. Through HUI Mastermind, he continues to inspire others to reclaim ownership in their homeland, create sustainable wealth, and live the Pono Way. During the show we discussed: Start investing in Hawaii real estate, even with little capital. Use OPM/OPT to build wealth faster in Hawaii's market. Avoid common mistakes new investors make. Spot profitable deals in Hawaii's competitive market. Turn savings, equity, or ideas into steady cash flow. Build generational wealth for your 'ohana. Invest "the Pono Way" for lasting success. Create community impact through real estate. Develop a winning mindset for investing success. Grow faster with a mastermind community. Learn directly from successful local investors. Turn knowledge into results through hands-on events. Access expert support at the HUI Mastermind Academy. Scale from one property to a multi-million portfolio. Balance profit, purpose, and community while growing. Resources: https://huimastermind.com https://www.fuzzyjardine.com

    Perry Belcher: How to Leverage AI and Authority Marketing to Scale Your Business Faster

    Play Episode Listen Later Oct 24, 2025 36:14 Transcription Available


    Perry Belcher is a renowned digital strategist, educator, and veteran entrepreneur who has shaped the way millions approach marketing, sales, and storytelling online. Best known as the co-founder of DigitalMarketer and the Traffic & Conversion Summit, two of the most influential platforms in digital business, Perry has earned the nickname “The Billion Dollar Man” for the billions in sales his strategies have generated worldwide. A master copywriter, best-selling author, and high-impact speaker, Perry is celebrated for his ability to turn complex ideas into instantly actionable insights. His copywriting frameworks, product launch strategies, and growth systems have been adopted by entrepreneurs and brands across the globe, resulting in over $500 million in direct sales. Today, Perry is focused on the intersection of artificial intelligence and human creativity, helping entrepreneurs harness AI tools to grow faster, future-proof their skills, and scale with less chaos. With decades of experience, an unmatched track record, and a gift for simplifying success, Perry continues to inspire and equip business leaders to thrive in the digital age.   During the show we discussed: AI builds stronger, more personalized customer relationships. Irresistible offers use key elements that drive buying decisions. Automation and LLMs create modern customer journeys. AI replicates top performers and automates repetitive tasks. Simple frameworks turn complex marketing into action. Marketers must adapt to thrive in an AI-driven economy. Businesses often err when scaling marketing efforts. Creativity and AI must align for powerful brand storytelling. Resources: https://perrybelcher.com/ https://partnerwithperry.com 

    Seth Williams: How to Turn Land Investing Into a Profitable Real Estate Model

    Play Episode Listen Later Oct 22, 2025 34:36 Transcription Available


    Seth Williams is the founder of REtipster, a trusted real estate investing brand and podcast that teaches practical strategies for building wealth through land investing and creative real estate approaches. Known for his humble, value-driven style, Seth focuses on delivering actionable content that helps both beginners and experienced investors succeed. His journey began in college, where books like Rich Dad Poor Dad sparked his interest in financial freedom and investing. After struggling for years with rentals and house flips, he discovered land flipping in 2008 and quickly realized its potential. Closing his first few deals proved the model worked, and he went on to complete dozens more, establishing land as his primary niche. Through REtipster, Seth has built a platform that simplifies real estate concepts into clear, step-by-step guidance. From blog posts to courses and the REtipster Podcast, he shares proven techniques to help investors find deals, close transactions, and build long-term wealth. During the show we discussed: How this real estate model differs from traditional investing. Why land investing drives financial freedom. How beginners can start with this step-by-step system. Common mistakes when finding motivated sellers. How to tell if a deal is real or too good to be true. Ways to handle rejection and skepticism. How to write winning offers without overpaying. Key due diligence steps to avoid costly errors. Fastest ways to sell acquired properties. How and when to use seller financing for profit. Role of creative marketing in quick sales. How to scale from solo investor to full team. Long-term wealth and stability strategies. How the self-storage model works. How the truck parking model works. Resource: https://retipster.com/ https://landflippinglifecycle.com https://stridecrm.co/  https://landportal.com/  https://landfunding.partners/ 

    Zack Folk: Everything You Need to Know About Securing an SBA 504 Loan

    Play Episode Listen Later Oct 20, 2025 29:08 Transcription Available


    Zack Folk is a Business Development Officer at the St. Louis Economic Development Partnership (STL Partnership), where he connects businesses with capital solutions that drive job creation and investment across the region. Since joining STL Partnership in 2016, he has held roles in both business development and finance, including Credit Analyst, before moving into his current position in 2020. Zack specializes in marketing and managing economic development finance programs such as the SBA 504 loan and local and federal revolving loan funds. He works directly with business owners and lending partners to guide applications, structure loans, and minimize risk—helping businesses improve cash flow, purchase real estate, refinance debt, or acquire equipment. With a BA in Economics, Political Science, and International Studies from the University of Missouri-Columbia and an MBA in Economics from Saint Louis University, Zack also connects clients to broader STL Partnership resources, including business counseling, trade assistance, tax incentives, and incubator space—ensuring businesses have the tools to grow and thrive in the St. Louis region.   Resources: https://stlpartnership.com/

    Jeff Lerner: Blueprint for Entrepreneurship & Personal Growth

    Play Episode Listen Later Oct 17, 2025 33:53 Transcription Available


    Jeff Lerner went from a jazz musician to generating over $100 million in online sales. After multiple failed ventures and $500,000 in debt, he discovered digital business, paid off his debt in 18 months, and built multiple 8-figure companies, twice landing on the Inc. 5000. His journey inspired him to educate others, leading to the creation of ENTRE Institute, one of the fastest-growing entrepreneurial education platforms with over 250,000 students, and Entresoft, a top small business software suite. Jeff is the author of Unlock Your Potential (Penguin Random House, 2022), a Wall Street Journal and Publishers Weekly bestseller, and the host of Unlock Your Potential, a top 1.5% global podcast featuring leading entrepreneurs, authors, and thought leaders. His message revolves around the "3 Ps of Success"—Physical, Personal, and Professional—helping people reshape their lives through entrepreneurship. A sought-after speaker and content creator, Jeff continues to expand his reach through speaking engagements, media appearances, and digital content. He is a devoted husband and father of four, crediting much of his success to his marriage. Despite his busy schedule, he still plays the piano for an hour daily.   During the show we discussed: From jazz musician to 8-figure entrepreneur Overcoming $500K in debt and rebuilding success Myths and misconceptions about making money online The creation of the “Life Design” philosophy Why ENTRE Institute achieves 63X higher success rates The “3 Ps of Success” framework for a balanced life Breaking self-limiting beliefs to unlock potential Resources: https://designyourlife.com/ https://www.youtube.com/@lifedesignwithjefflerner

    Scott Kelly: How to Find and Pitch to Investors

    Play Episode Listen Later Oct 16, 2025 34:19 Transcription Available


    Scott Kelly is the Founder and CEO of Black Dog Venture Partners, a business accelerator that helps disruptive companies secure funding, grow sales, and scale faster through a network of over 13,000 investors and 40,000 business partners. With more than three decades of experience working with entrepreneurs and investors, Scott has trained thousands of salespeople and built a reputation for driving innovation and growth. He is also the creator and host of VC Fast Pitch, a national series of investor-founder matchmaking events that connect startups with top venture capitalists and angel investors. Known as a dynamic MC and connector, Scott leverages his network to help founders and investors succeed. In addition, Scott is a college professor and host of The Emerging Managers Podcast, where he explores why new VC funds might be the next great investment. Outside of work, he is a proud father and owner of Melvin, the company's namesake mascot. During the show we discussed: Building a list of potential investors Using LinkedIn to find investors The power of relationships in raising capital Creating the perfect pitch deck The importance of a due diligence checklist Knowing when to raise capital Angel investing vs. venture capital Finding local investor groups What sets Black Dog Venture Partners apart How the investor network benefits startups How business partners support growth The best-fit companies for the accelerator Client results and success stories What to expect at VC Fast Pitch events Common mistakes in investor pitching Preparing founders for investor meetings Resources: https://blackdogventurepartners.com/ https://vcfastpitch.com/ https://emergingmanagerspodcast.com/  

    Logan D Freeman: Navigating Cycles and Unlocking Opportunities

    Play Episode Listen Later Oct 14, 2025 29:41 Transcription Available


    Logan Freeman is the founder of LiveFree Investments, launched in early 2018 after recognizing that the corporate world couldn't offer the fulfillment or freedom he was seeking. Fueled by his passion for real estate—which began with a live-in flip in 2013—Logan has since built a thriving business, completing over 80 successful transactions and managing more than $13 million in investments annually. What sets Logan apart is his relentless drive and proactive communication. He believes deeply in personal growth and continually invests in himself to stay ahead of market trends and provide maximum value to his clients. His philosophy, “What got you here, won't get you there,” drives his commitment to adapt, evolve, and serve investors with confidence and clarity. With a proven track record and a client-first mindset, Logan empowers investors to build wealth and security through strategic real estate investments.   During the show we discussed: Incorporating the 18.6-year real estate cycle into your strategy Where we are in today's CRE market cycle How macro trends guide CRE investment decisions The 5 stages of real estate cycles and their impact Risks of ignoring market cycles Navigating uncertain markets with confidence Ways to partner with LiveFree Investments Advantages of the LiveFree brokerage model Uncovering off-market deals through equity syndications The role and structure of joint ventures Overlooked trends in commercial and multifamily real estate Staying ahead in the next 3–5 years with LiveFree Investments   Resources: https://www.livefreeinvestments.com/

    Solomon Thimothy: How to Use CRM and AI to Create a Pipeline That Fills Itself

    Play Episode Listen Later Oct 10, 2025 32:50 Transcription Available


    Solomon Thimothy is a serial entrepreneur, growth strategist, and the founder of Clickx. His journey began in web development, but he quickly recognized that businesses needed more than websites—they needed leads, conversions, and real growth. To meet that demand, he expanded into Google Ads, built a high-performing team, and developed Clickx, a platform that helped manage clients and automate marketing operations. This innovation allowed his agency to scale nationally and internationally. Solomon created the 10X Framework, a growth philosophy rooted in doubling every aspect of business—from leads and sales to systems and results. It's not just a tactic, but a mindset—an ongoing commitment to solving problems, embracing challenges, and pushing past limits. The compounding effect of small, consistent wins creates exponential growth, and that's what the 10X mindset is all about. Through his agency, Solomon helps companies overcome the digital obstacles.With deep expertise in SEO, PPC, HubSpot, content marketing, automation, and analytics, his team empowers businesses to scale with precision. His “ALL-IN” philosophy—combining client dedication with expert strategy—delivers real, measurable success.   During the show we discussed: AI-powered CRM transforms B2B lead generation. The 10X System redefines growth through automation. AI outreach delivers consistent, quality leads. Automation removes founder dependency. CRM aligns with each client's sales flow. Smart systems convert leads automatically. Unified tools connect ads, outreach, and CRM. Founders scale faster with less effort. The Home Run Offer keeps messaging aligned. AI enhances personalization and follow-up. Leads are scored and acted on instantly. Existing systems are optimized for growth. CRM insights fuel high-converting funnels. Clients achieve faster, sustainable growth. Resources: clickx.io  

    Annetta Powell: How to Launch Digital Products

    Play Episode Listen Later Oct 8, 2025 27:30 Transcription Available


    Annetta Powell is a powerhouse entrepreneur, best-selling author, and the ultimate queen of creating wealth through multiple streams of income. At just 25, she had an epiphany: the road to millionaire status didn't run through living paycheck-to-paycheck. So, she boldly ditched her blue-collar job as a materials coordinator at Johnson Controls and dove headfirst into the lucrative world of real estate. Instead of letting the experience define her, Annetta used it as fuel for an epic comeback. Today, she owns a thriving Digital Product Agency, teaching aspiring entrepreneurs how to transform their ideas into income—all from the convenience of their cellphones. Annetta Powell is living proof that no challenge is too great and no setback too overwhelming to overcome. Her journey is a masterclass in resilience, determination, and turning setbacks into comebacks. If you're ready to level up and take control of your entrepreneurial future, connect with Annetta on Instagram: @annettapowell.   During the show we discussed: Get paid for what you know with digital products Turn your story into a product that sells while you sleep Start with an e-book as your first product Use lead magnets to get low-cost leads Follow steps to create your first course Simplify course creation with the DPC System Build funnels and extras to boost sales Launch your first product in 10 days or less Use challenges to sell your products Make challenges convert more sales Sell more with master classes Use AI to create products faster Add upsells and downsells to maximize ROI Write email sequences that drive sales Resources: https://annettapowell.com/  

    Jon Ostenson: Scaling Through Systems: The Strategic Case for Franchise Ownership

    Play Episode Listen Later Oct 7, 2025 28:45 Transcription Available


    Jon is a top Franchise Consultant, investor, author, and speaker specializing in non-food franchising. As CEO of FranBridge Consulting, he draws on his experience as a former Inc. 500 franchise system president and multi-brand franchisee to help clients explore business ownership. Through FranBridge, Jon connects entrepreneurs with over 600 high-growth non-food franchise opportunities, providing expert guidance throughout the process. Previously, Jon served as President of ShelfGenie, a national franchise with 200 locations, and was Vice President of Sales at Carter's Inc., where he managed over $350 million in annual sales. He began his career as a Consultant with Accenture, working internationally. He is also the author of Non-Food Franchising and a recognized thought leader in the franchise and investment space. Jon earned a BBA in Finance and an MBA from the University of Georgia and was named to UGA's “40 Under 40” list in 2014. He lives in the Atlanta area with his wife and three children and serves on the boards of Growing Leaders, Inc. and the Entrepreneur's Organization while mentoring through various nonprofits.   During the show we discussed: Why focus on non-food franchises Why non-food often beats food franchising Helping clients discover unexpected franchise options What it's like to work with FranBridge Consulting Finding the right franchise fit Typical franchise investment range Common funding options (SBA, retirement, etc.) Why franchises earn 1.5X higher exit multiples Balancing risk vs. return in franchising Owner-operator vs. semi-absentee models Support systems from franchise partners Common franchising misconceptions Traits of successful franchise owners Resources: https://franbridgeconsulting.com/  

    Chris Dyer: Culture Is the Strategy: Inside the Mind of a Workplace Transformation Expert

    Play Episode Listen Later Oct 1, 2025 36:19 Transcription Available


    Chris Dyer is a globally recognized expert on company culture and remote work. As a former CEO, his companies were named “Best Places to Work” 15 times and appeared five times on Inc. Magazine's list of fastest-growing companies. Today, Chris is a top-ranked leadership speaker, consultant, and bestselling author of The Power of Company Culture and Remote Work. He's been featured on numerous global leadership lists, including the LeadersHum Power List and Inspiring Workplaces' Top 101 Influencers in Employee Engagement. Chris helps organizations build high-performing cultures that drive productivity, engagement, and profitability. Through his keynote talks and 7 Pillar Strategy, he delivers practical, experience-based insights that leave lasting impact. Known for his candor, humor, and actionable advice, Chris has transformed how leaders approach culture and performance. Beyond the stage, Chris is a passionate hiker, music lover, and family man. He believes that thriving at work and in life go hand in hand—and he's on a mission to help companies create environments where everyone can succeed.   During the show we discussed: Define company culture and why it matters today. Apply the 7 Pillars of Company Culture to drive results. Increase transparency to transform team performance. Share team and cross-team goals for better alignment. Review goals in meetings and plan solutions when off-track. Ask regularly how the team can get 1% better. Use a weekly one-question survey with follow-up and updates. Clarify what makes your company and team members unique.   Resources: https://chrisdyer.com/  

    Bobby Mesmer: The Mindset and Strategies Behind Sustainable Business Growth

    Play Episode Listen Later Sep 29, 2025 27:43 Transcription Available


    Bobby Mesmer is the CEO of RMG Erectors & Constructors, LLC, the world's largest Pre-Engineered Metal Building Erector Company. He also leads Iron Will Racing, LLC, a professional prototype racing team, and RMG Luxury Services, LLC, a startup offering black car and luxury jet services nationwide. Known for his strategic vision and hands-on leadership, Mesmer has grown RMG into a $4 billion company with locations in the U.S. and Costa Rica, erecting over 5 million square feet of steel buildings annually—more than any competitor worldwide. Born and raised in Southern New Jersey, Mesmer launched his first construction firm in 2000. After being defrauded by a major client in 2016 and losing millions, he pivoted to steel building erection. Starting with a single project in Oregon, he rebuilt from the ground up by personally training crews and focusing on sustainable growth. His disciplined, chess-like approach to business transformed RMG into an industry leader through vertical integration and unmatched quality control. A two-time Titan 100 honoree and Inc. 5000 recipient, Mesmer remains at the forefront of business development and operations. He brings a unique blend of grit, strategy, and innovation to every venture—qualities that have defined his entrepreneurial journey. During the show we discussed: Key mindset shifts for scaling effectively Focusing on long-term value over short-term gains Strategies for deliberate, sustainable growth Importance of building and training a strong team Risks of scaling too fast and how to prevent them Adversity's role in building resilience Maintaining culture and quality while growing Essential systems for sustainable scaling Measuring success beyond revenue Habits to stay focused and prevent burnout Using mission and purpose for better decisions How vertical integration supports scalability Common scaling mistakes and how to avoid them Resources: https://www.bobbymesmer.com/  

    Daniil Kleyman: How Smart Investors Use Software to Dominate Real Estate Deals

    Play Episode Listen Later Sep 24, 2025 25:17 Transcription Available


    Daniil Kleyman is a real estate investor, software entrepreneur, and founder of multiple thriving companies based in Richmond, VA. Originally from snowy Moscow, Russia, Daniil immigrated to the U.S. at age 12 and eventually found himself on Wall Street—briefly, he found his true path in real estate and software development—and hasn't looked back since. He runs Evolve Development, a real estate firm focused on ground-up multi-family and mixed-use projects with a current pipeline of over $80 million. Daniil also leads True Vision Analytics, which builds tools like Rehab Valuator, helping investors and developers analyze deals, raise capital, and manage projects across the U.S. and beyond. An avid traveler, Daniil spends at least two months a year abroad. He stays active through jogging and Muay Thai, and is a hands-on leader, constantly collaborating with his software team to drive innovation.   During the show we discussed: Streamlines investor decision-making. Reduces risks in property acquisition and development. Builds financial models and pro formas. Supports pitching deals to lenders or banks. Estimates ROI, cash flow, and profit margins. Determines maximum allowable offers (MAO). Evaluates property exit strategies. Simplifies rehab budgets and scopes of work. Compares financing options quickly. Enhances comp analysis vs. MLS or Zillow. Markets wholesale deals effectively. Provides pre-built flyers and presentations.   Resources: https://rehabvaluator.com/  

    Dedric & Krystal Polite: Key Insights Every Investor Should Know

    Play Episode Listen Later Sep 17, 2025 31:47 Transcription Available


    Krystal and Dedric Polite are real estate investors and stars of A&E's 50/50 Flip, where they transform rundown properties while building generational wealth. Based in North Carolina, the couple launched their real estate journey with a single Airbnb and have since flipped over 100 properties. Their success blends Krystal's expertise in systems and marketing with Dedric's skills in acquisitions and finance. Starting with wholesaling and using tools like DealMachine, they identified off-market deals and turned early setbacks into profitable lessons. Today, they run multiple businesses and a nonprofit, focusing on sustainable growth and educating aspiring investors through seminars and media appearances. Outside of business, the Polites are raising two young boys and remain passionate about inspiring others to achieve financial freedom through real estate. Their mission: build wealth, uplift their community, and show others what's possible—one property at a time. During the show we discussed: Importance of mindset in real estate wholesaling License or experience needed to start wholesaling Common mistakes on a first deal Choosing the right market as a beginner Top three marketing methods to master Building a motivated seller list on a budget Knowing if a property is a good deal and what to offer Assignment contract vs. purchase agreement Resources: https://politewealthportal.com/ https://dedricandkrystal.com/

    Cole Vandewoestyne: Key Questions to Unlock Sustainable Inbox Domination

    Play Episode Listen Later Sep 15, 2025 29:33 Transcription Available


    Cole VanDeWoestyne is the founder of Inboxing Engine helping 7- and 8-figure course creators, coaches, and consultants scale with high-converting email marketing. He sends hundreds of millions of emails annually—with open rates as high as 70%—and has generated over $75 million in revenue through email alone. Cole's path to success is rooted in diverse real-world experience. From streamlining processes as a Metallurgical Lab Coordinator, to mastering customer service and networking in the auto parts world, to leading luxury sales for brands like Maserati and McLaren, he's built a toolkit of leadership, sales, and strategy. These roles taught him how to think creatively, lead teams, and deliver results in high-pressure environments. Today, Cole channels his decades of experience into helping others grow—teaching not only marketing, but mindset and business development. His mix of technical skill, real-world grit, and people-first approach makes him a trusted partner to top-tier entrepreneurs looking to scale smarter. During the show we discussed: Define the Email Algorithm Model vs. traditional email marketing. Explain what's broken with current industry standards. Show why community is key for future customer growth. Share why your team are “email assassins,” not list managers. Define “dominating the inbox” and key metrics. Expose top myths and mistakes in email scaling. Outline your client onboarding and optimization process. Break down the PEAS strategy and its use. Explain how you choose content and audiences. Describe your feedback loop and its impact. Show how data drives segmentation and content strategy. Reveal the secret to 67–70% open rates. Explain how you find $100M+ in hidden revenue. Clarify who your model is best for and prerequisites. Resources: https://inboxingengine.com/ 

    Alex Kutsishin: Human Development for a Healthy ROI

    Play Episode Listen Later Sep 10, 2025 30:48 Transcription Available


    Alex Kutsishin is the co-founder and CEO of FUEL Inc., the world's first Performance-as-a-Service platform designed to deliver cutting-edge performance training for sales teams and leaders. FUEL is transforming traditional business education by combining science-backed learning, real-time coaching, and advanced analytics to create happier, healthier, and more productive professionals. A born entrepreneur, Alex has co-founded ten companies across diverse industries—from launching medical offices in Washington, D.C., to building the first American-based low-code/no-code platform for creating custom mobile websites. His ventures consistently push the boundaries of innovation, blending technology and strategic growth to meet evolving market demands. Alex's achievements have earned him widespread recognition, including EY Entrepreneur of the Year, Inc. 101, and Deloitte Fast 50 honors. He is also credited with building the fastest-growing mortgage technology company in the world, achieving a staggering 7,000% growth in just four years. With FUEL, Alex continues his mission to redefine how individuals and organizations unlock peak performance.   During the show we discussed: How Fuel differs from traditional LM “Performance-as-a-Service” explained The gap Fuel fills in training Boosting retention by 700% On-demand video library content Daily live coaching structure Science-backed learning methods Manager tools for tracking & analytics Fostering accountability & growth Personalized learning paths Client ROI & performance gains   Resources: https://www.myfuel.io/

    Jason Sisneros: Built to Exit: Scaling, Systemizing, and Selling Your Business on Your Terms

    Play Episode Listen Later Sep 7, 2025 32:14 Transcription Available


    Jason Sisneros is a battle-tested CEO and business strategist known as The Architect for his unique ability to systemize, scale, and turn around companies for maximum cash flow or exit. He's worked with Fortune 500 giants like Nike, Comcast, and Microsoft, and has led the successful turnaround of over 100 small to mid-cap companies. Renowned for his leadership expertise, Jason has delivered over 3,000 presentations and was a top speaker for Tony Robbins. His entrepreneurial journey wasn't without setbacks—Jason lost three businesses and filed for bankruptcy. Instead of quitting, he spent six years learning directly from the world's top business minds, filling notebooks with proven systems and strategies. He applied that knowledge to rescue a failing cleaning business, turning it into a multi-million dollar exit using what would become the B2X System. That single turnaround sparked a 20-year career helping entrepreneurs build scalable, sellable companies. With decades of experience, dozens of personal exits, and countless consulting wins, Jason now offers the B2X System—a complete operating blueprint for entrepreneurs ready to scale and succeed. During the show we discussed:  Why businesses fail to scale — and how B2X fixes it The four pillars of the B2X Approach Shifting from operator to owner Why books and coaches aren't enough Culture's impact on valuation and scale Building systems that run without you Custom-tailored vs. generic exits When to start exit planning Biggest mistakes when selling a business How B2X attracts buyers and investors What a strong exit team looks like The value of recurring revenue and retention Key financial metrics buyers want Real business turnarounds with B2X   Resources: https://builttoexit.biz

    Shane Barker: The Review Removal Playbook: A Seller's Guide to Reputation Recovery

    Play Episode Listen Later Sep 3, 2025 30:55


    Shane Barker is a veteran entrepreneur and the founder of TraceFuse, the first company to develop a fully TOS-compliant Amazon Negative Review Removal system. With over two decades of experience in digital marketing, Shane has helped dozens of Fortune 500 companies grow their online presence and has been recognized by the Content Marketing Institute and Influence Directory as a leading voice in the industry. He also served as an instructor at UCLA, where he helped shape the university's Influencer Marketing and Personal Branding programs. Shane's pivot to e-commerce came through his work driving traffic to Amazon listings, where he discovered a widespread problem: abusive and damaging negative reviews. Realizing the impact these could have on sellers, he set out to find a solution that was not only effective but fully compliant with Amazon's terms of service. This led to the launch of TraceFuse, a cutting-edge platform that helps sellers ethically remove harmful reviews using 100% white-hat strategies. Today, Shane continues to lead innovation in the e-commerce space, helping Amazon sellers protect their brands, restore reputations, and unlock long-term growth.   During the show we discussed: Inspiration behind TraceFuse Impact of negative reviews What makes a review abusive Risks of black hat methods Misconceptions about Amazon policies Ensuring 100% TOS compliance Effect of reviews on new vs. high-volume sellers Process of working with TraceFuse Categories most affected by reviews Identifying reviews for removal Success metrics and case studies Preventing negative reviews Impact of fake/competitor reviews What sellers should avoid doing   Resources: https://tracefuse.ai/  

    Toby Potter: Unlocking the Secrets to a Self-Funding Real Estate Business

    Play Episode Listen Later Aug 27, 2025 30:32 Transcription Available


    Toby Potter is the Founder of Global Integrity Finance and the go-to expert for real estate investors who want to build sustainable wealth without making costly mistakes. Known for transforming struggling investors into confident real estate tycoons, Toby offers strategic partnerships and financing solutions that traditional banks won't—empowering his clients to thrive where others fail. With over 7,000 investor success stories, Toby's proven system consistently helps everyday investors become powerful wealth builders. From humble beginnings as a dairy farm kid with just $600 in his pocket, he rose to build a real estate empire—only to lose it all in the 2008 crash. Refusing to be defeated, Toby rebuilt from the ground up and emerged stronger than ever, earning accolades such as Private Lender of the Year and a coveted spot on the INC 5000 Top 100 Fastest-Growing Companies list. Unlike so-called “gurus” who sell hype, Toby delivers battle-tested strategies that work. He teaches investors how to command capital instead of being controlled by it, building real, lasting wealth without relying on empty promises. Whether you're a new investor or ready to scale, Toby Potter is the trusted partner you need to unlock your financial future. During the show we discussed: Why investors fail in real estate 90% financing on fix & flips Building a portfolio with financing Training to succeed in real estate Finding the right partner Steps before your first deal Starting with wholesaling Launching Global Integrity Finance after 2008 Commanding financing vs. being controlled Creative non-bank financing options Building a portfolio without your own money Deal structure for self-funding portfolios Mindset shifts for success Costly mistakes when scaling Ensuring properties add cash flow Partnerships in scaling wealth Driving mission to help others build wealth Resources: globalintegrityinvestment.com  

    Rick Pino: Proven Formula for Consistent, Scalable Income

    Play Episode Listen Later Aug 24, 2025 30:21 Transcription Available


    Rick Pino is the go-to business consultant and wealth coach for entrepreneurs who are done with guesswork and ready to turn their expertise into serious income—fast. With over 20 years of experience in marketing, sales, and financial education, Rick helps clients monetize their knowledge and build online income streams that scale. He's not just theory—Rick has built multiple 7-figure businesses in real estate, e-commerce, publishing, and digital marketing. His systems have generated over eight figures in sales, and he's helped clients hit six figures in a single day. Whether he's guiding B2C beginners or advising 7-figure B2B founders, Rick delivers strategy, clarity, and results to help serious entrepreneurs stop spinning their wheels and start building real digital wealth.   During the show we discussed: Scalable sales system essentials Hustle income vs. systems cash flow Value as the key to scaling Best sales automation tools Is your offer ready to scale? Mindset shift: hustle to systems Audience building for cash flow From inconsistent income to recurring revenue   Resources: rickpino.com

    David Price: The Insurance Freedom Formula- How to Easily Make Money Offering Insurance

    Play Episode Listen Later Aug 20, 2025 28:53 Transcription Available


    David Price is the CEO and Founder of The Price Group, a leading insurance agency specializing in Final Expense Life Insurance. Entering the industry in 2018, he became one of its fastest millionaires—achieving that milestone within 36 months. By 2024, The Price Group surpassed $35 million in sales, helping over 30,000 families and enabling agents to consistently earn six-figure incomes through his proven system. In October 2024, David launched The Price Group IMO, expanding partnerships with top carriers and offering agents enhanced tools, lead programs, and mentorship. This move solidified his commitment to building a scalable model that empowers agents to grow profitable businesses while better serving their communities with integrity and support. Having grown up on government assistance, David built his success from the ground up through grit, vision, and purpose. Now a Forbes Business Council member, he shares insights on entrepreneurship and financial freedom across Instagram, LinkedIn, YouTube, and more—mentoring aspiring agents ready to break free from the grind and build a business they own. During the show we discussed: Why insurance and final expense Early challenges building The Price Group Habits that created millionaire success in 36 months Misconceptions new agents have about insurance sales How The Price Group system stands out Earning six figures with no sales experience Launching The Price Group IMO and its impact A day in the life of a successful agent Keeping agents motivated and consistent Transformational mentorship success stories Building community and culture at The Price Group Advice for 9–5 workers considering a career switch Resources: https://tpglife.com/  

    Michael Scarpati: How to Align Your Money with Your Goals

    Play Episode Listen Later Aug 18, 2025 29:05 Transcription Available


    Michael A. Scarpati is a seasoned entrepreneur and the Co-Founder and CEO of RetireUS, a financial wellness platform dedicated to helping individuals achieve financial freedom. With over 15 years of experience in the financial services industry, Michael previously worked as an independent financial professional, designing custom strategies for high-net-worth individuals and corporate executives. In 2022, Michael co-founded RetireUS to disrupt the traditional financial services model by making fiduciary guidance more accessible and impactful. The platform combines trusted human relationships with innovative technology to deliver faster, more affordable, and more effective financial planning for everyone—not just the wealthy. Outside of RetireUS, Michael serves as Chairman of the Board at OWE, a nonprofit organization focused on empowering underserved communities through sustainable resources and support. Passionate about collaboration and impact, Michael is driven by a mission to democratize financial advice and build pathways to long-term independence for all.   During the show we discussed: Financial consciousness basics Meaning of financial freedom First steps to financial independence Building financial systems Aligning goals with investments Cash flow planning for freedom Common financial mistakes Protecting wealth in downturns Benefits of structured planning Creating a resilient retirement plan Evaluating savings habits Tools for savings & income management Building legacy wealth Simple steps to start planning Future trends in personal finance   Resources: https://retire.us/  

    Joseph Shalaby: Your Guide to Home Loans and Refinancing: Key Questions for Entrepreneurs

    Play Episode Listen Later Aug 13, 2025 28:50 Transcription Available


    Joseph Shalaby is the CEO and Broker of E Mortgage Capital Inc., a top-performing mortgage firm licensed in over 48 states. A UCSB graduate with honors and former law student at Abraham Lincoln University, Joseph has spent over 20 years in the mortgage industry, earning recognition from the Scotsman Guide, UWM Elite 100, and the BBB Torch Award. Known for his integrity-driven and innovative approach, he has helped expand E Mortgage Capital to 900+ licensed loan officers and 40+ physical locations nationwide. Born in Cairo and raised in California, Joseph's journey was shaped by his family's resilience—especially his father's rise from gas station worker to licensed physician. These experiences fueled his commitment to restoring the American Dream through accessible homeownership solutions and exceptional client service. Beyond business, Joseph founded the Shalaby Foundation to fight social injustice and support underserved communities through education and faith-based initiatives. His hands-on volunteer work, especially with the homeless, reflects a deep passion for giving back and creating lasting impact beyond the boardroom.   During the show we discussed: Mortgage eligibility for self-employed borrowers and required docs How lenders verify self-employed income Special loan programs for entrepreneurs Business income's impact on DTI ratio Considering business debts in applications Tax and financial statement requirements Using business assets for down payment/reserve Multiple income streams and loan approval Personal vs. business credit checks Strengthening applications with fluctuating income Refinancing for self-employed borrowers Income history needed before refinancing Benefits of cash-out refinancing for business growth Refinancing investment or second homes Refinancing's impact on future business credit Latest loan options available   Resources:  https://www.emortgagecapital.com/

    John Ghiorso: The Fast Track Process to Scale Your Business Quickly

    Play Episode Listen Later Aug 10, 2025 30:07 Transcription Available


    John Ghiorso is a serial entrepreneur and seasoned marketing strategist known for building and scaling high-performing digital agencies. In 2008, he founded Orca Pacific, a full-service Amazon agency that grew into one of the world's leading Amazon and eCommerce firms. After more than a decade of growth, John successfully led the sale of Orca to Media.Monks (S4 Capital) in 2020 and remained on board through 2023 to complete his earn-out. Now, John is the Founder and CEO of VantaFive, a venture studio dedicated to launching and scaling marketing services companies. With a focus on matching specialized operators with high-demand market opportunities, VantaFive is building the next generation of niche agencies from the ground up. So far, John has launched: Influent – a full-service LinkedIn agency helping B2B brands grow through content, engagement, and advertising. Longbow – an AI-powered outbound messaging agency delivering scalable, high-impact cold outreach. With a new agency launching every quarter, John's mission is to build five successful ventures by the end of the year—all while building in public and sharing the behind-the-scenes journey, wins, challenges, and lessons learned along the way.   During the show we disscussed: What you should be doing now to start scaling your business quickly The importance of systemizing scalable growth Why it's challenging to scale digital advertising—and how to succeed The need for dedicated resources and experts to guide your ads strategy How to identify the top three advertising channels for your business How to generate free leads from organic LinkedIn posts Using modern cold email strategies to accelerate growth The benefits of building hyper-specific niche audiences How to overcome obstacles that slow down your scaling efforts Key insights for producing viral-worthy content Lessons from building five new companies in a single year   Resources: https://www.vantafive.com/  

    Robert DiNozzi: The Business Lifeline: Turning Distress into Opportunity

    Play Episode Listen Later Aug 6, 2025 32:49 Transcription Available


    Robert DiNozzi is Chief Growth Officer at Second Wind Consultants, where he leads brand strategy and key relationships with lenders, investors, intermediaries, and other stakeholders. He oversees corporate strategy, industry partnerships, and the development of growth models across banking, private equity, M&A, and franchising. DiNozzi also directs branding, content, and media efforts to convey Second Wind's mission of preserving and unlocking business value. Before joining Second Wind, DiNozzi spent 15 years in Hollywood as a film producer and executive, working with major studios like Warner Brothers, Disney, and Paramount. He produced the box-office hit Flightplan, founded a market-leading non-theatrical distribution company, and pioneered tech products, including a top-ranked voice-enabled productivity app and an accessible gaming platform. His experience spans creative development, structured finance, and global dealmaking. An expert in strategic storytelling, DiNozzi is known for aligning teams around compelling narratives that drive engagement and growth. He's led major brand collaborations with companies like Microsoft and BMW, and teaches the art of pitching story at the university level, combining his backgrounds in entertainment and business to inspire powerful communication.   During the show we discussed: Second Wind's core mission in action Using the UCC to resolve debt Preserving value during business distress How Second Wind differs from bankruptcy Turning unsustainable businesses profitable Industry adaptability of Second Wind's solutions Getting out of over-leveraged SBA loans Measuring long-term impact on businesses Common misconceptions about business turnaround   Resources: https://secondwindconsultants.com/  

    Emmanuel Daniel: What Business Owners Need to Know About Global Finance Trends

    Play Episode Listen Later Aug 1, 2025 27:16 Transcription Available


    Emmanuel Daniel is a global thought leader, author, and advisor on the future of finance, geopolitics, and their impact on business and society. He was named a top 10 global influencer on the Fintech Power50 list in 2021 and 2022, and is the founder of TAB Global, which operates platforms like The Asian Banker, Wealth and Society, and TABInsights. Emmanuel works closely with corporate and government leaders, advising on strategy and facilitating high-level planning workshops around the world. His book, The Great Transition: The Personalization of Finance is Here (2022), explores how technologies such as blockchain, crypto, and gaming are reshaping finance. Featuring forewords by former Congressman Barney Frank and financial innovator Richard Sandor, the book provides a roadmap for disruptors in the financial industry. Emmanuel is also a frequent commentator on BBC, CNBC, and Bloomberg, and was awarded the Citibank Excellence in Business Journalism Award for Asia in 1999. With a legal background and degrees from the National University of Singapore, University of London, and studies at Columbia University, Emmanuel brings a global perspective to his work. A former member of the Entrepreneurs' Organization and an avid model train enthusiast, he has traveled to over 130 countries and splits his time between Singapore, Beijing, and New York while working on his next book, The Winning Civilization.   During the show we discussed: What's happening with crypto and stable coins How stable coins impact the US dollar What the Genius Act means for you New crypto giants emerging from stable coin growth Why the US central bank won't regulate crypto' What to know about alt coins and staying safe Credit profiling through business transactions New credit scoring methods for businesses What's changing in peer-to-peer lending Digital data now used in lending decisions Lenders using lifestyle data to qualify you How friends, shopping times, and habits affect borrowing   Resources: https://www.emmanueldaniel.com/  

    Marquel Russell: How to Unlock the Secrets to Scaling Your Business

    Play Episode Listen Later Jul 30, 2025 29:28


    Dr. Marquel Russell is a former 9th-grade dropout turned multimillion-dollar business strategist and CEO of Strategic Scale Institute. He's the creator of the Predictable Scale Flywheel™—a proven system that helps service-based entrepreneurs scale from six to eight figures by streamlining operations, automating marketing, and building high-performing teams. His strategies have helped over 3,000 clients generate more than $1 billion in revenue. Marquel has built multiple 7-figure businesses and landed on the Inc. 5000 Fastest Growing Companies list. But for him, true success is freedom—working just four days a week, taking unplugged vacations each quarter, and celebrating Christmas abroad with his family. He lives what he teaches, using the same systems that have transformed his clients' businesses and lives. Through Strategic Scale Institute, Marquel empowers entrepreneurs to escape burnout and grow with intention. Whether they're earning $30K or scaling past 7 figures, his Predictable Scale Flywheel™ turns businesses into self-sustaining, profit-generating machines. Simply put, Dr. Marquel Russell doesn't just teach growth—he lives it.   During the show we discussed: The Predictable Scale Flywheel™ for burnout-free growth Building a 20-hour workweek system Morning and bedtime rituals for peak performance The power of quarterly vacations Mastering your calendar with the 80/20 Power Grid Delegating to focus on high-level tasks Creating a yearly War Map for business clarity Using a scorecard to track health and performance Weekly mapping for consistent productivity   Resources: https://scalethesmartway.com/ https://scalemadeeasy.com/    

    Benjamin Dennehy: Control the Sale: Exposing and Fixing Your Sales Weaknesses

    Play Episode Listen Later Jul 25, 2025 35:19 Transcription Available


    Benjamin Dennehy is an engaging and entertaining trainer and speaker who blends humour, psychology, and raw insight to challenge everything you think you know about sales. Known as The UK's Most Hated Sales Trainer—a title he unapologetically made up for marketing purposes—Benjamin isn't here to coddle. He's here to disrupt. With brutal honesty and sharp observations, he holds up a mirror to the sales industry, exposing uncomfortable truths that many recognise… and few want to admit. Originally called to the bar as a qualified Barrister in New Zealand, Benjamin never planned on a career in sales—like most people in the profession. Very few dream of sales as kids, yet somehow find themselves selling by default, not design. Young, articulate, and presentable? That's often all it takes to land a sales role. But doing a job you never truly wanted? That's a recipe for mediocrity, and Benjamin is on a mission to change that. Through his no-nonsense, laugh-out-loud style, Benjamin helps sales professionals break out of autopilot and into purpose. He doesn't teach gimmicks—he teaches mindset. Whether speaking from a stage or leading a training session, he'll leave you thinking, laughing, and maybe just a little bit uncomfortable. And that's exactly the point.   During the show we discussed: Spotting high-value prospects quickly Leading sales conversations with confidence Building a top-performing sales mindset Sales script vs. process — what works best Disqualifying prospects faster and smarter How prospects deceive you—and what to do Creating a consistent sales pipeline Opening calls with clarity and purpose Handling objections without losing control Following up without sounding desperate Mindset shifts to earn more with less effort   Resources: https://uksmosthatedsalestrainer.com/

    Eric Mangold: Money & Mindset: A Look Inside True Financial Guidance

    Play Episode Listen Later Jul 23, 2025 27:51 Transcription Available


    Eric's journey into the financial world was born from personal experience. Growing up, he watched his hardworking father battle a debilitating illness and saw the financial strain it placed on his family. It became clear to Eric that many hardworking professionals, like his parents, were navigating a complicated financial landscape without the personalized guidance they needed. This realization sparked his lifelong mission: to become the trusted advisor families could count on during life's most challenging moments. With a degree from the University of Rhode Island, Eric began his career at Merrill Lynch in Retirement Plan Services, laying the foundation for his expertise in long-term financial planning. He later joined Bloomberg, LP, where he deepened his knowledge and expanded his ability to deliver impactful financial solutions. Over the last 13 years, Eric has helped clients save millions in taxes and move confidently toward financial independence. What sets Eric apart is his empathy-driven approach. He takes the time to understand each client's unique story and crafts personalized strategies that align with their goals and values. His mission is to provide more than just financial advice—he offers clarity, security, and peace of mind, helping clients transform uncertainty into confidence and turn aspirations into lasting legacies.   During the show we discussed:  Tax planning vs. tax prep: the big misconception How tax strategy can save millions—and why few use it Real client example of proactive tax savings Why advisors must show up in tough times, not just wins Common financial traps before hiring an advisor The overlooked human side of financial advising Balancing ambition and risk in high-stakes decisions An investment to avoid—and the reason behind it Why one-size-fits-all advice is risky Crafting strategies based on life, not just income How empathy shapes better financial plans   Resources: https://www.emangold.com/  

    Glenn Poulos: Unlocking Sales Success: Expert Tips to Overcome Challenges and Win Customers

    Play Episode Listen Later Jul 18, 2025 30:59 Transcription Available


    Glenn Poulos is a seasoned sales leader and entrepreneur with over four decades of experience. He began his career in 1985 as a technical sales rep and quickly found his passion in customer-facing roles. In 1991, he founded his first company, mmWave Technologies Inc., and later served as President of Anritsu Electronics Ltd. for nine years. In 2007, Glenn founded Gap Wireless, which became a leading distributor for the mobile broadband and test & measurement equipment markets. He successfully sold the company to NWS in 2022. Throughout his career, Glenn has spent thousands of hours in the field, working closely with customers and mentoring sales teams. His hands-on experience has given him a deep understanding of what it takes to start, scale, and succeed in business. Glenn is particularly passionate about sales strategy, consumer behavior, and the emotional drivers behind decision-making, which has helped him create and lead several successful companies. Now, Glenn is exploring new opportunities to share his expertise. Whether through collaborations, podcast appearances, or speaking to sales teams, he brings a proven, results-driven approach. In his personal life, Glenn enjoys hiking, skiing, and playing pickleball near his home in Toronto, Ontario.   During the show we discussed: Use the WSP method to make your product more attractive Get sales reps to dig deeper at the start of each call Handle 10 types of tough customers with ease Avoid common sales negotiation mistakes Stop costly sales mistakes before they happen Keep your sales reputation strong under pressure Turn objections into closed deals   Resources: https://glennpoulos.com/

    Maxwell Finn: Marketing Strategies to Scale Your Business to Unicorn Status

    Play Episode Listen Later Jul 16, 2025 33:01 Transcription Available


    Maxwell Finn is an accomplished marketer, entrepreneur, and investor with over a decade of experience in digital marketing. He was one of the first advertisers on both Facebook and TikTok, becoming a go-to expert in scaling businesses with paid ads. His journey started with his first e-commerce company, Startup Drugz, which he grew rapidly before selling it to Russell Brunson, founder of ClickFunnels. Maxwell then co-founded Quantum Media, a full-service digital marketing agency with Kevin Harrington from Shark Tank. There, he led successful ad campaigns for major clients like 3M, Goodwill, and Sam's Club. Today, he owns a portfolio of businesses, including agencies, e-commerce brands, and SaaS companies, generating over $250 million in direct revenue for clients and training over 10,000 marketers. A sought-after speaker, Maxwell has shared his expertise at top events like Traffic & Conversion Summit and Social Media Marketing World. He's also created educational programs for industry leaders like DigitalMarketer, ClickBank, and Kajabi, helping thousands master paid advertising and digital marketing strategies.   Interview Questions: The power of getting to “no” and why it's essential in client relationships How brilliant brands stand out—and how you can apply the same strategies Lessons from Liquid Death's unconventional rise to success The compounding advantage of entrepreneurship over time How to identify and choose the right mentor to accelerate business growth Why doing what others won't do is the shortcut to hyper success The critical advantage of being first in your market or niche How human illogical behavior can be leveraged for business success   Resources: https://www.maxwellfinn.com/ https://unicornadsmanager.com/   

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