The Trusted Advisor Show

First, we are so grateful that you took the time out of your day to join us for another "Hot Topic"

In this week's episode of the TA Show, Co-Hosts, Rob Jacomen and Ryan Staton, are honored to sit down with another incredible guest, Mike Gola the Director of Strategic Accounts for a phenomenal company, BizEquity. Mike delivers some of the most powerful and impactful value for business owners and C-Suite execs on why it is so critical to know how much your business is really worth.Sounds like a cliché, but, the old adage is true..."knowledge is power" and when you learn what your business is really worth and all the unique factors that drive value, then you'll have the foundation to build upon and transform this knowledge into your competitive advantage. Also, we're confident that you'll walk away with real actionable strategies that you can implement in your business immediately.Mike takes us behind the scenes on the early beginnings and journey of the BizEquity model, his personal story and his mission to share the incredible power of their platform to help Trusted Advisors work with clients to better assess the value of their businesses and much much more!Join us for another great jam-packed episode of tips, tools and strategies that we believe has the potential to elevate your business to a whole new level of scale and growth with this powerful Business Valuation concept.To connect with Mike directly and learn more about BizEquity:MIKE GOLADirector, Strategic Accounts C: (610) 864-3522mgola@bizequity.comwww.bizequity.comBizEquity is the world's only patented and the largest provider of business valuations,having valued 33,422,388 private businesses globally. BizEquity was born from the learnings of a multi-billion dollar financial institution and a passionate founding team to help Democratize the most important financial knowledge in the world - your business value. At BizEquity, we help answer the elephant-in-the-room question, “What's Your Business Worth?”. We invite you to join us in our mission to democratize business valuation for the 98% of the world who have avoided this important question until now.#advisors#businessvaluation#smallbusiness#businessowner#business#entrepreneur#successThe Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:

In this week's episode of the Trusted Advisor Show, Co-Hosts, Rob Jacomen and Devin Walsh, are honored to sit down with another incredible guest, Matt Bralove, one of the co-owners and partners of Zone Accounting located in the Baltimore, MD Region. Matt shares some of the most powerful and impactful value for business owners that we've ever heard from a CPA's viewpoint. And, best of all, he peels back the layers of a business where most business owners either don't want to go and ignore or their current CPA, while probably good at annual tax return work, lacks the knowledge and expertise to be a valuable Advisor first and foremost. Matt's expertise in working with small businesses and his uncanny ability to uncover TRUTHS about you and your business is everything a true Trusted Advisor should be!So, if you think this episode is going to be a nerdy discussion about numbers, "bean counting" and metrics that puts us all to sleep

In this week's episode of the Trusted Advisor Show, Co-Hosts, Rob Jacomen and Ryan Staton, are honored to sit down with amazing guest, Alexander Cruz, one of the co-owners and partners of CR of Maryland and to share his amazing story of successes, overcoming challenges and being a part of creating an amazing real estate investment business model that is making a huge impact in the lives of other aspiring investors as well as improving the local Baltimore region and the communities they serve. Everyone is in for a big treat and you will walk away with tremendous value!CR of MD HISTORYMaryland Born And RaisedThe company was established in 2004 as CR Property Group by Craig Reich, a Maryland native who was born and raised in Baltimore. The focus of the company was buying, renovating and reselling homes. Within a few years we had become one of the largest home renovation companies in the northeast. As the company continued to grow, it expanded into a full service real estate investment company that buys, renovates and resells homes, buys, renovates and leases rentals, and includes a retail real estate team that serves buyers & sellers throughout the Baltimore Metro area.So, join us for another amazing guest who is filled with incredible knowledge, experience and value to share, and as always..."Another HOT TOPIC!!!"

In this week's episode of the Trusted Advisor Show, Co-Hosts, Rob Jacomen, Ryan Staton, and Devin Walsh are honored to sit down with a very special guest, Jerry Lotz, serial entrepreneur, founder and principal of CostSeg Energy Solutions and to share his amazing story of successes, overcoming challenges and persevering by providing solutions to a major problem business owners face everyday in their businesses...helping to reduce the enormous costs associated with running a business and also helping to improve the efficiencies of how those resources are deployed.You'll also learn some amazing and often little-known cost-reduction and tax-saving tips, tools and strategies that virtually any business owner can implement in their business and get results. Jerry embodies all the qualities, leadership and vision of a successful entrepreneur and a true best-in-class Trusted Advisor to his clients. Everything his organization does is about helping your organization become “Fiscally Fit!”.CostSeg Energy Solutions was born in 2015 as result of years of listening to and taking care of customers’ needs. Jerry had a vision of pooling together a select few highly reputable companies that offer products and services that could provide for-profit and not-for profit owners and managers a “peace of mind” in these tenuous times. The foundation of his business model is built on the fundamental belief that owners and managers want to know they are making the most efficient use of their hard earned dollars. They also want to know they are offering the “best” products and services they can to meet the market they are looking to penetrate. They want to feel good about taking care of the people in the organization that help them survive and thrive.So, join us for another amazing guest who is filled with incredible knowledge, experience and value to share, and as always..."Another HOT TOPIC!!!"

In this week's episode, Rob Jacomen and Ryan Staton, Co-Hosts of The Trusted Advisor Show are honored to sit down with a very special guest, Kate Lawrence, the Founder and Partner of Lawrence Law to share her amazing success story. Backed with hard work, belief in her dream and the determination to overcome the challenges of entrepreneurship, Kate founded Lawrence Law in 2013 to build her construction law practice after several years working as a business lawyer and litigator. Under Kate’s leadership from 2013 to 2019, Lawrence Law focused exclusively on serving the legal needs of the construction industry, and Kate grew the firm to be an established leader in the field. Kate also served as leader in the construction industry itself. She currently holds leadership positions in multiple industry trade organizations, including serving as the Chapter Attorney for Associated Builders and Contractors, Greater Baltimore. This is one of the most inspiring and uplifting interviews we've ever had the pleasure of doing. Kate is a true visionary and business community leader whose list of achievements and entrepreneurial accomplishments are too long and distinguished to mention them all here. Most importantly, Kate reveals what she values most in life...her amazing children, supportive husband and relationships, first and foremost, and, how to balance family, business, relationships, community service and leadership.And the best part...Kate shares her heart-felt and personal story of the challenges she has faced as a woman in two traditionally male-dominated industries (Legal Profession and Construction) and what it took for her to rise to the top and prove she could achieve her goals and dreams!To connect with Kate directly and learn more about Lawrence Law, LLC:

In this week's episode, Co-Hosts, Rob Jacomen, Devin Walsh and Ryan Staton of The Trusted Advisor Show sit down with a very special guest, Nick Cipollone, a Junior at Towson University, studying Business Administration with concentration in financial planning and investments.Nick spent his summer interning at Staton Walsh and he reveals every detail of his incredible experience working on the inside at a first class financial services firm in the Maryland Region. Nick also candidly shares his advice to young aspiring Financial Advisors who are looking to break into the financial services industry and what he feels it will take to be successful. Perhaps even more revealing is Nick's (and the Host's) advice to college administrators who want to learn what a real college summer internship experience should be and why throwing an intern right into the fire and get their "hands dirty" right from the beginning is the most valuable "real world

In this week's episode, Rob Jacomen, the Co-Host of The Trusted Advisor Show sits down with a very special guest, Shana Cosgrove, the founder, owner, and CEO of Nyla Technology Solutions, Inc. Founded in 2013, in the heart of thriving Baltimore City, Maryland, Nyla Technology Solutions, Inc. is a woman-owned small business focused on providing superb software systems development services to the Federal Government..This is one of the most inspiring and uplifting interviews I've ever had the pleasure of doing. Shana is a true high-performer whose list of achievements and entrepreneurial accomplishments are long and distinguished. Most importantly, she is also values being a developer of people and extremely passionate about building a healthy culture of diversity, chemistry, team work and opportunity for all who work for her. This episode is also chalked up with some of her best tips, advice for young aspiring women and business strategies that have contributed to tremendous success in her companies.And the best part...Shana shares her heart-felt and personal story of the challenges she has faced as a woman in a traditionally male-dominated industry and what it took for her to rise to the top and prove she could do it better, faster and higher quality than the competition! Shana is not only inspiring to all in the Maryland Business and Philanthropic communities, but, she is a positive role model for the next generation of young woman who want to be successful in their careers or in business as a female entrepreneur. Join us for this amazing interview!To connect with Shana directly and learn more about Nyla Technology Solutions, Inc.:

In this week's episode, Rob Jacomen, the Co-Host of The Trusted Advisor Show sits down with a very special guest, Jim Ries, Director of Business Development, Practice Group Manager and "Wearer of Many Hats" at Offit Kurman for an exclusive interview. Anyone who has a relationship with Jim knows that he is one of the most giving, generous and one of the very best "people connectors" I've ever met in my business life and career.This episode is not only about Jim sharing his amazing journey from where he started in business to where he is today, but, it is literally chalked full of his BEST sales, networking and business development tips, tools and strategies for building a successful business and your fortress of relationships. Join us for one of the best interviews and a true first class business professionals I've every had the pleasure of having as a special guest on the show.To connect with Jim Ries directly and learn more about the law firm of Offit Kurman:

In this week's episode of The Trusted Advisor Show, we do perhaps one of our most "raw" and revealing show so far, during one of the most challenging times in our history...The topic we discuss is: UNCERTAINTY...Is this the new normal?✅ How do you overcome massive amounts of self-doubt, fear and insecurities with SO MUCH uncertainty about the world economy and the future of your business?...✅ We talk about mental health, success mindset and overall mind/body/spiritual wellness✅ How do you "pivot", "re-invent" your business and when you need to keep the ship "on course", no matter what...✅ What if my business is headed for FAILURE...what do I do next?✅ And much, much more...The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:

In this week's episode of The Trusted Advisor Show, we launch the 6th and final step of "The 6 Key Elements of Business Continuity Success" Series. During this powerful next episode, your co-hosts, Ryan, Devin and Rob give you the best tips, tools and strategies to help you formulate and execute your Business Continuity Strategy and Game Plan so you are better prepared and protect your business BEFORE a crisis decides to hit. Specifically, you will learn one of the most powerful secrets to taking this next and final step in the planning and executing phases, including:✅ How do you even know if you have a serious problem and your plan isn't working or being executed on the ground-troop level effectively?...✅ How to know when it's time to "pull the plug" on specific strategies that aren't producing results and what to do next...✅ When you need to "pivot" and when you need to keep the ship "on course", no matter what...✅ What are the optimal strategies and methods to TEST & MEASURE your plan's performance and results...✅ And much, much more...Join us for this awesome new series!The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businesscontinuity#smallbusiness

In this week's episode of The Trusted Advisor Show, we launch Part 4 of "The 6 Key Elements of Business Continuity Success" Series. During this powerful next episode, your co-hosts, Ryan, Devin, Laura and Rob give you the best tips, tools and strategies to help you formulate and execute your Business Continuity Strategy and Game Plan so you are better prepared and protect your business BEFORE a crisis decides to hit. Specifically, you will learn the secret to taking the next steps: massive action and executing your game plan to help you gain a significant strategic and competitive advantage. Join us for this awesome new series!The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businesscontinuity#smallbusiness

In this week's episode of The Trusted Advisor Show, we launch Part 3 of "The 6 Key Elements of Business Continuity Success" Series. During this powerful next episode, your co-hosts, Ryan, Devin and Rob (AND LAURA IS BACK!) give you the best tips, tools and strategies to help you formulate and execute your Business Continuity Strategy and Game Plan so you are better prepared and protect your business BEFORE a crisis decides to hit. Specifically, we reveal the number one secret to mitigating and dealing with risk in the most cost-effective and efficient way possible, regardless of your revenue, size or number of employees...STEP 1: Reverse Engineering the entire process and think about risk with the end in mind, the result or outcome you desire for your business. Your ability to execute on this strategy in your business is perhaps one of the most critical and powerful steps during the planning process...and can ultimately set you up for Business Continuity success. Join us for this awesome new series!The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businesscontinuity#smallbusiness

In this week's episode of The Trusted Advisor Show, we launch Part 2 of "The 6 Key Elements of Business Continuity Success" Series. During this powerful next episode, your co-hosts, Rob, Ryan and Devin give you the best tips, tools and strategies to help you formulate and execute your Business Continuity Strategy and Game Plan both before and after a crisis. Specifically, we reveal "How to Perform a Powerful Business Impact Analysis" on your business and learn why this is one of the most critical steps during the planning process that will ultimately set you up for Business Continuity success. Join us for this awesome new series!The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businesscontinuity#smallbusiness

In this week's episode of The Trusted Advisor Show, the entire crew gets together to launch Part 1 of "The 6 Key Elements of Business Continuity Success" Series. During this powerful first episode, your co-hosts, Rob, Ryan and Devin give you the best tips, tools and strategies to help you formulate and execute your Business Continuity Strategy and Game Plan both before and after a crisis. Join us for this awesome new series!The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businesscontinuity#smallbusiness

In this week's episode of The Trusted Advisor Show, the entire crew gets together to launch an exciting new 6-Part Series called "The 6 Key Elements of Business Continuity Success". During this powerful first episode, your co-hosts, Rob, Ryan and Devin give you the best tips, tools and strategies to help you formulate and execute your Business Continuity Strategy and Game Plan both before and after a crisis. Join us for this awesome new series!The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businesscontinuity#smallbusiness

In this week's episode of The Trusted Advisor Show, Rob sits down with one of the top personal lines insurance producer in the country, Alex Penduck with WSMT Insurance in Maryland. During this powerful and insightful interview, Alex shares the best tips, tools and strategies for helping VIP clients protect their most valuable assets and what a true partnership and relationship with your Trusted Advisor really means to your long-term success and peace of mind. Join us for this awesome interview with a real Servant-Leader and "Trusted Advisor".The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with our special guest and the hosts of the Trusted Advisor Show and to learn more about their firms:TO CONTACT OUR GUEST:WSMT Insurance, Inc.Alex Penduck, Trusted Insurance AdvisorWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/alexpenduck/Email: alex@wsmt.comOffice: (443) 787-4013TO CONTACT YOUR HOST:WSMT Insurance, Inc.Rob Jacomen, Risk Architect and Host of the Trusted Advisor Show@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.com

In this week's episode of The Trusted Advisor Show, Devin Walsh co-hosts with Rob Jacomen to discuss the single biggest secret to building a successful and sustainable business...the Art of Relationships. Devin also shares the best tips, tools and strategies for developing trust and faith in your Trusted Advisor relationships and how these can help you build and grow your business to a whole new level.The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalsh@statonwalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#statonwalsh#smallbusiness

In this week's episode of The Trusted Advisor Show, Rob, Ryan and Devin get together to reveal powerful business valuation tips and strategies and also share how to determine "What Is Your Business REALLY Worth?". As a business owner or C-Suite Exec., now more than ever is the most critical time to learn why a proper business valuation can be one of the most important and NECESSARY decisions that can determine your future success. Also, you will learn:Powerful Tips and Strategies to properly and accurately value your business and what DETERMINES your businesses valuationHow doing regular, consistent valuations can mean the difference between selling your business for many multiples higher than what YOU THINK it might be worth Why a proper business valuation can actually become your most POWERFUL competitive advantage by helping you grow, build and learn where to focus your investment capital, resources, marketing dollars and sell even more!Why a world-class Trusted Advisor can actually become an income-producing-asset for your business and give you the time freedom to focus on what you do best...building your business!And much, much more...The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on FINRA’s BrokerCheck This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.#businessvaluation#statonwalsh#smallbusiness

In this week's episode of The Trusted Advisor Show, the entire crew gets together to reveal the secrets to how to fire your mediocre vendors gracefully and why it can often be the best decision for you to 10X your business. If you are a business owner and find yourself stressed and struggling with how to let go of certain relationships that you know aren't adding tremendous value to your business, then we have the solutions for you...Also, you will learn:3 Powerful Tips and Strategies for having these difficult conversations and how to do it ethically and gracefully without burning any bridges in the processHow to find and "vet-out" the right Trusted Advisor that fits with your unique business and industryWhy creating and implementing Key Performance Indicators (KPI's) can help you easily and effectively evaluate the performance and results your Trusted Advisor is providing to your business...and, most importantly, give you the fire-power you need to end an unhealthy relationshipHow to spot when your Trusted Advisor is getting complacent or losing their "hunger" to serve your business and taking advantage of the relationshipWhy a world-class Trusted Advisor can actually become an income-producing-asset for your business and give you the time freedom to focus on what you do best...building your business!And much, much more...The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:Build RelationshipsEarn TrustCreate ValueMake a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob Jacomen@robjacomen#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalshRyan StatonDevin WalshRyan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on FINRA’s BrokerCheck This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

In this week's episode of The Trusted Advisor Show, Co-Hosts, Rob and Ryan reveal the Top 3 Secrets for how you can proactively measure the financial impact (whether it's positive or negative) and the performance of all your "Trusted Advisors" for your business. If you routinely do annual performance evaluations on all your employees, then why in the world are you not doing the exact same performance evaluations on all the Trusted Advisors who are essentially an extension of your team?Also, you will learn:5 Powerful Tips and Strategies to measure the value to your businessHow to create Key Performance Indicators (KPI's) that can help you easily and effectively evaluate the performance and results your Trusted Advisor is providing to your business3 Keys to leveraging your time more effectively and having the trust to give up "control" to your most trusted relationshipsHow to spot when your Trusted Advisor is getting complacent or losing their "hunger" to serve your business and taking advantage of the relationshipWhy a world-class Trusted Advisor can actually become an income-producing-asset for your business and give you the time freedom to focus on what you do best...building your business!And much, much more...The Trusted Advisor Show & Podcast is about:Building RelationshipsEarning TrustCreating ValueMaking An ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob JacomenWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalshRyan StatonDevin WalshThis podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Rob Jacomen and The Trusted Advisor Show are not affiliated with or endorsed by PAS, Guardian, or StatonWalsh and opinions stated are their own.Ryan Staton is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814, 301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. StatonWalsh is not an affiliate or subsidiary of PAS or Guardian. 2020-91955 Exp 01/22

This 1st Episode and the entire value prop of this show was born from a simple, yet powerful idea that four passionate, go-giver advisors from different professions could get together with a common mission and purpose to completely "disrupt an industry"...that a business should never be satisfied with mediocrity or settle for the "status quo"...or hear "this is the way we've always done it here"...and never, ever be taken advantage of or taken for granted again by someone who calls themselves an "advisor". Instead, we feel you should be expecting more, in fact demanding way more from your advisors than that, and look to surround yourself and your business with true "partners" who have a vested interest in your success and can make a positive impact on your business. We also believe that building your fortress of trusted advisor relationships is probably the single most powerful thing you can do to build and grow a successful business. This show is dedicated to you...the business community.The Trusted Advisor Show & Podcast is about:Building RelationshipsEarning TrustCreating ValueMaking An ImpactTo connect with your hosts and learn more about their firms:WSMT Insurance, Inc.Rob JacomenWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.comStatonWalshWebsite: www.statonwalsh.comhttps://www.linkedin.com/company/statonwalsh/?viewAsMember=truehttps://www.facebook.com/StatonWalshRyan StatonDevin WalshThis podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Rob Jacomen and The Trusted Advisor Show are not affiliated with or endorsed by PAS, Guardian, or StatonWalsh and opinions stated are their own.Ryan Staton is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814, 301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. StatonWalsh is not an affiliate or subsidiary of PAS or Guardian. 2020-91955 Exp 01/22