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In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the evolving landscape of advisory firms, emphasizing the importance of clarity in defining ideal clients, innovative pricing strategies, and the adoption of collaborative team models. He highlights the significance of developing talent from within and integrating technology to enhance client relationships and operational efficiency. The episode concludes with coaching questions aimed at helping leadership teams realign their strategies for future success.Key TakeawaysDefining the ideal client based on complexity and values is crucial.Broad client rosters lead to confusion and inefficiency.The ensemble model improves client relationships and consistency.Developing talent from within is essential for long-term success.Integration of technology is key to operational efficiency.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
Haseeb Awan, CEO of Efani Secure Mobile, protects celebrities and high-net-worth individuals from phone hacking. A Y Combinator alumnus and telecom engineer, he also co-founded a major Bitcoin ATM network. His work has been featured in the Wall Street Journal, New York Times, and Hulu. Haseeb's journey from Pakistan to the United States is nothing short of extraordinary. Picture this: a student in Canada accidentally finds himself in the U.S. after a sleepy bus ride to Niagara Falls. This unexpected detour led to a whirlwind of immigration challenges, including a revoked visa. Yet, through sheer perseverance and determination, Haseeb managed to secure a green card via the prestigious EB1A category—a testament to the resilience needed on the path to the American dream. He then embarked on an adventurous road trip from Toronto to San Francisco, marking the beginning of his successful entrepreneurial endeavor as the CEO of Ifani Secure Mobile. In this episode, you'll hear about: Haseeb Awan's journey from Pakistan to the U.S., facing unexpected immigration challenges and eventually obtaining an EB1A green card. Thoughts on the significance of U.S. citizenship, including voting and freedom of expression. Observations on Silicon Valley's culture of innovation and support for entrepreneurs. The power of community and ambition in achieving dreams, shown by Hasib's success as CEO of Efani Secure Mobile. The importance of strategic immigration and recruiting global talent for U.S. competitiveness. Highlighting the opportunities in the U.S. for dreamers, despite challenges and high living costs in the Bay Area Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: LinkedIn - https://www.linkedin.com/in/haseebawan/ Website - haseebawan.com efani.com https://stevenpressfield.com/books/ Alcorn Immigration Law: Subscribe to the monthly Alcorn newsletter Sophie Alcorn Podcast: Episode 16: E-2 Visa for Founders and Employees Episode 19: Australian Visas Including E-3 Episode 20: TN Visas and Status for Canadian and Mexican Citizens Immigration Options for Talent, Investors, and Founders Immigration Law for Tech Startups eBook
In this bonus episode of Building the Billion Dollar Business, Ray Sclafani discusses strategies for financial advisors to navigate market volatility and strengthen client relationships. He emphasizes the importance of proactive communication during uncertain times, assessing client satisfaction, and identifying at-risk clients. Sclafani also highlights the potential for growth in client acquisition during downturns and the need for strong leadership and self-care among advisors.Key TakeawaysProactive communication can strengthen client relationships.Identifying at-risk clients is crucial for retention.The top advisors grow their client base during downturns.Reassurance drives referrals and client engagement.Strategic actions can turn at-risk clients into advocates.For The At-Risk Client Assessment™ please click here.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the essential considerations for financial advisors and leaders aiming to build enduring firms. He emphasizes the importance of strategic thinking, culture, leadership, value creation, competition, growth, focus, listening, technology, branding, financial security, and succession planning. The episode provides actionable insights and encourages leaders to assess their firms against these key areas to ensure long-term success.Key TakeawaysStrategic thinking requires dedicated time and attention.Culture sets the tone for an enduring firm.Value creation focuses on client needs and innovative solutions.Growth can be organic, inorganic, or acquisitive.Listening to team and client feedback drives improvement.For more information click here.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the critical importance of business development for financial advisors. He shares insights from a conversation with a CEO of a $5 billion RIA who initially resisted the idea of business development. Sclafani emphasizes that growth is not merely a byproduct of market performance but requires intentional strategies and a shift in mindset. He introduces the Organic Growth 10% Rule as a benchmark for new client acquisition and stresses the need for firms to engage the next generation to ensure continuity. The episode concludes with actionable strategies for fostering growth and enhancing client relationships, reinforcing that business development is an act of service rather than selling.Key TakeawaysFirms must engage the next generation to ensure continuity.Business development aligns with fiduciary principles and enhances client relationships.Failing to grow leaves clients underserved and vulnerable.Growth is not about selling products but about serving clients.Advisors should focus on enhancing the value provided to existing clients.Sustainable growth is a mandatory responsibility for financial advisors.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
Visit Website: https://www.gatesfoundation.org/Guest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices.Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRuOrder 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0Subscribe To Our Other YouTube Channels:-https://www.youtube.com/@rajshamaniclipshttps://www.youtube.com/@RajShamani.ShortsTimestamps(00:00) - Introduction(03:16) - Raj Shamani x Bill Gates begins(03:52) - Observations on India(06:40) - India: The Global Talent Capital(08:00) - Views on Inheritance(11:34) - People He'd Like to Meet Again(13:33) - Future Possibilities(16:18) - What People Misunderstand About Him(17:50) - Mistakes Made by Bill Gates(20:30) - Advice for Young People(21:42) - Problems That Money Cannot Fix(23:01) - Behaviors Everyone Should Adopt(24:32) - Perspectives on India(26:13) - Accuracy of Predictions(28:44) - Things He Fears(29:37) - Personal Fears(31:44) - Being a Maniac in His 20s(33:54) - What He Is Currently Learning(35:13) - What Young People Should Start Learning(37:20) - India's Contribution to the Gates Foundation's Strategies(39:19) - What People Should Think When They Hear “Bill Gates”(40:32) - Problems That Will Be Solved in the Next 5 Years(41:29) - Thanks for Listening(42:20) - Behind the Scenes(42:56) - OutroToday's guest, Bill Gates, the co-founder of Microsoft and one of the world's leading philanthropists, shared his observations on India's entrepreneurship boom, the impact of its universities, and why the country is becoming a global talent hub. From technology to philanthropy, he offers a glimpse into his journey and the principles that have shaped his life.We discuss his philosophy on wealth and inheritance, his thoughts on AI startups if he were starting today, and the biggest misconceptions about him. Gates also talks about the challenges faced by his foundation, including scientific hurdles and global funding cuts, and why empathy is key to understanding inequalities. He highlights problems money can't fix, such as obesity, and emphasises the importance of continuous learning.In the last segment, he opens up about his fears, including AI, climate change, and the next pandemic. He reflects on how ageing affects intelligence, how his relentless work ethic shaped his 20s, and why this is the best time to be a learner. Finally, he shares how he hopes to be remembered by the world. Subscribe for more such episodes!Follow Bill Gates Here:Instagram: https://www.instagram.com/thisisbillgatesLinkedIn: https://www.linkedin.com/in/williamhgatesFacebook: https://www.facebook.com/BillGatesX: https://twitter.com/BillGatesAbout Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamanihttps://www.instagram.com/rajshamani/Twitter @RajShamanihttps://twitter.com/rajshamaniFacebook @ShamaniRajhttps://www.facebook.com/shamanirajLinkedIn - Raj Shamanihttps://www.linkedin.com/in/rajshamani/#Podcast #FiguringOut #RajShamani #billionaire #billgates #gatesfoundation #money #entrepreneur #business #microsoft About Figuring OutFiguring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.
Get ready to dive into the life and mind of the original Shark from "Shark Tank," the man who's sold over 500 products and raked in billions, Kevin Harrington. We're unpacking his journey from the roots of entrepreneurship to the creation of infomercials, alongside strategies to build killer dream teams and sell products that make you say, "I need that in my life.” Meet the legend himself, Kevin Harrington—an American entrepreneur and business executive. He has been a successful entrepreneur for over the last 40 years, with his influence extending globally, inspiring aspiring business minds through impactful books like 'Mentor to Millions.' From the groundbreaking creation of the first-ever 30-minute infomercial to his pivotal role on "Shark Tank," his journey is nothing short of epic. So, get your notepad out, because Kevin's sharing knowledge gems that'll level up your game in the world of business. Tune in, take notes, and let's ride this wave of entrepreneurial wisdom together! In This Episode: Kevin's Early Entrepreneurship and Father's Mentorship - (02:48) Kevin's Discovery of Opportunity - (05:00) Kevin's Expansion into Global Markets - (06:28) From Screen to Success: Kevin's Journey with Iconic Infomercials - (07:32) Kevin's Smooth Transition to "Shark Tank" - (08:04) Taking Action Without a Perfect Plan - (12:00) Pitching Strategies: Tease, Please, Seize - (13:45) Importance of Magical Transformations in Products - (17:18) Identifying Profitable Products - (18:17) Building a Dream Team - (20:00) Where to Learn from Kevin - (21:39) Notable quotes: “Test before you invest” (13:45) - Kevin “Tease them, please them, and then seize them." (14:10) - Kevin “Surround yourself with experts" (20:54) - Kevin Resources and Links Kevin Harrington LinkedIn Twitter Instagram Websites: https://starshop.com/ http://www.kevinharrington.tv/ http://globalleadersorg.com/ Books: Mentor to Millions Act Now Key Person of Influence Put a Shark in Your Tank The 100 Best Spare-Time Business Opportunities Today Podcast: SharkPreneur Insight Out Insight Out Show – Website Insight Out Show - Linkedin Insight Out Show – Patreon This is an encore episode and was originally published on November 25, 2023 Learn more about your ad choices. Visit megaphone.fm/adchoices
What if company culture was the key to billion-dollar success? In this episode, Kris Krohn sits down with Bill Higgs, co-founder of Mustang Engineering, who built a thriving business in one of the toughest industries. Bill shares how he transformed a cutthroat oil industry into a culture of loyalty, teamwork, and explosive growth—even during economic downturns. Learn how strategic relationships, hustle, and an unshakable culture can set your business apart.
SUMMARYNick Huzar, the CEO and co-founder of OfferUp, a widely popular local marketplace app, joins the podcast to discuss his journey and offer insights into the company's rapid growth and development. Known for its easy-to-use platform, OfferUp has made waves in the online marketplace industry, and Huzar shares the early days, how the idea came together, and the evolution of the platform. He dives into their strategic moves and explains how they transformed OfferUp from a simple online marketplace into a dynamic, visually engaging treasure hunt-like experience that encourages people to interact more frequently with the app.Throughout the conversation, Huzar delves into the company's focus on vertical expansion, exploring services like home improvement and local jobs. He also touches on the importance of continuous innovation and experimentation, even as the company grows. Emphasizing the need for calculated risks, Huzar recounts the challenges of team building, especially dealing with toxic hires, and explains how they found success by betting on the right people. The discussion is a deep dive into the highs and lows of entrepreneurship, with valuable lessons on leadership, failure, and scaling a business.CHAPTERS02:35 - Building OfferUp: The Journey from Idea to Launch04:56 - Creating a Visual Experience for Users: OfferUp's Social Media Shift07:23 - Expanding Beyond Shopping: Offering Local Services09:10 - Scaling OfferUp: Testing New Vertical Markets11:37 - Navigating Risk and Innovation: How OfferUp Stays Fresh14:00 - The Entrepreneurial Mindset: From Startup to Industry Leader16:05 - Learning from Failures: Offering New Opportunities Despite Setbacks18:40 - The Importance of People: How Team Building Defines Success21:05 - Big Bets and Small Wins: The Secret to OfferUp's Growth23:30 - Embracing Failure: The Stories of OfferUp's Bumpy Road to SuccessGUEST DETAILSWebsite: OfferUpLinkedIn: Nick HuzarX: @NickHuzarInstagram: @NickHuzarOfferUp Social Media:X: OfferUpInstagram: OfferUpFacebook: OfferUpConnect with Rudy Mawer:LinkedInInstagramFacebookTwitter
Wendy El-khoury is not just a businesswoman - she's a visionary who transformed the wedding industry. As the founder of Wedded Wonderland, she built a global empire that connects couples with over 100,000 wedding businesses and 2,000 venues across 54 countries. Her platform reaches over 10 million people every week, making her the go-to expert for all things weddings.In this episode, Wendy shares the jaw-dropping story of how she turned an idea into a billion-dollar brand. She opens up about the struggles of balancing a global business with raising five kids, the marketing strategies that skyrocketed her success, and the secrets to social media domination.From starting out with zero resources to working with some of the biggest names in the industry, Wendy breaks down exactly how she made it happen. Wendy's story is proof that nothing is impossible when you refuse to quit.In this episode:How Wendy turned Wedded Wonderland into a billion-dollar brand – The journey from a simple idea to a global platform with over 100,000 businesses and 2,000 venues.The marketing secrets that made Wendy an industry leader – How she built a brand that reaches over 10 million people every single week.The TRUTH about balancing business and motherhood – Running a global company while raising five kids (all under 12!) and how she makes it work.Overcoming health struggles and defying the odds – Wendy shares her battle with health issues and how she was told she couldn't have children… but proved everyone wrong.How she raised over $10 million for charity – The mindset shift that led her to give back and why philanthropy has been a key part of her success.The importance of networking in building a business empire – Why the right connections can completely change your career and how to make them.Social media growth strategies that ACTUALLY work – The exact content strategies Wendy used to dominate Instagram and build an engaged audience.The biggest mistakes people make in the wedding industry – The costly errors that vendors and couples make (and how to avoid them).From Western Sydney to a global icon – How growing up in a diverse community helped Wendy understand and connect with different cultures worldwide.Her biggest lessons from scaling a multi-million-dollar company – The challenges, mindset shifts, and strategies that helped her grow Wedded Wonderland to where it is today.—Apply to be mentored by Dylan to start & scale your own E-commerce brand, Limited spots available!
On this episode of Tank Talks, Matt Cohen sits down with Michael Garrity, Executive Chair and Founder of Financeit, alongside recurring guest, John Ruffolo. Michael shares his unconventional journey—from growing up in remote Canada to navigating the world of venture capital, fintech, and regulatory battles. He reveals how he pivoted CommunityLend after facing regulatory roadblocks, ultimately transforming it into Financeit, which became Canada's largest point-of-sale lender for home improvement.We also dive into:* The hard lessons of scaling a fintech company* How Goldman Sachs' investment changed Financeit's trajectory (and the tough call that put the company up for sale)* Why Canada needs better fintech regulations and open banking policies* How tariffs, economic shifts, and political uncertainty are reshaping the fintech industry* The resilience required to build and scale a successful business in CanadaMichael Garrity's Journey from Politics to Fintech (00:01:00)* How growing up in Northern Canada shaped his entrepreneurial mindset* His unexpected path into venture capital and fintech* What he learned from early-stage investing and Canada's labor-sponsored fundsThe CommunityLend Pivot: How Failure Led to a Billion-Dollar Business (00:05:00)* Why Canada's financial regulators blocked his first fintech startup* The painful decision to pivot away from peer-to-peer lending* How FinanceIt found product-market fit and scaled rapidlyWinning in Fintech: What It Takes to Build a Market Leader (00:12:00)* The strategic acquisition of TD's home improvement lending business* How partnering with Goldman Sachs helped Financeit scale* The biggest mistakes founders make when raising capital from big-name investorsThe Future of Fintech & Canada's Economic Challenges (00:25:00)* Why Canada's regulatory environment is stifling innovation* How tariffs, inflation, and deglobalization are impacting Canadian businesses* Why open banking is critical for fintech growth in CanadaMichael's Advice for Founders & Leaders (00:40:00)* Why the best founders have grit and adaptability* How to navigate industry shakeups and market downturns* Why trust, relationships, and strategic pivots matter more than everAs Canada navigates economic uncertainty, fintech disruption, and regulatory battles, founders must adapt or risk being left behind. Michael Garrity's story proves that persistence, strategic thinking, and a willingness to pivot are the keys to building a billion-dollar business. Will Canada's fintech ecosystem rise to the challenge, or will regulatory roadblocks continue to hold it back?About Michael GarrityMichael Garrity is the Executive Chair and Founder of Financeit, a leading point-of-sale financing platform for home improvement projects in Canada.Michael is a seasoned fintech entrepreneur who has built and scaled multiple financial technology businesses. His journey began in venture capital and early-stage investing, where he worked on Canada's early labor-sponsored investment funds. He later co-founded CommunityLend, a peer-to-peer lending marketplace that faced regulatory challenges—leading to a high-stakes pivot that ultimately resulted in FinanceIt.Under Michael's leadership, FinanceIt grew into Canada's dominant home improvement lender, with billions in loan originations and major financial backers, including Goldman Sachs. Today, he continues to shape the industry while advocating for open banking and smarter fintech regulations.Follow Michael Garrity on LinkedIn: https://linkedin.com/in/michael-garrity-7a87152Visit Financeit's website: https://www.financeit.io/Subscribe to our YouTube channel: https://www.youtube.com/@thetanktalkspodcastFollow Matt Cohen on LinkedIn: https://linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
Scaling a business is a lot like styling hair. It takes vision, technique, and a little heat
This week, Ash is joined by Liz Elting, the powerhouse entrepreneur behind TransPerfect and founder of the Elizabeth Elting Foundation. Liz and Ash explore the thrilling highs and challenging lows of entrepreneurship, uncovering the key mindset shifts that helped her scale a billion-dollar enterprise. They discuss the emotional resilience required to make tough leadership decisions and the importance of aligning business strategies with core values. Liz shares candid insights on building a world-class team, navigating obstacles, and maintaining authenticity while leading a company to massive success. But that's just the beginning. Liz breaks down the essential skills for effective customer communication, revealing strategies for managing client concerns with empathy and precision. She also dives into the nuances of balancing revenue generation with ethical business practices and the art of delegation for long-term growth. Whether you're an aspiring entrepreneur or a seasoned business leader, this episode is packed with actionable wisdom to elevate your leadership and business strategies. In This Episode, You'll Learn: The mindset and resilience required to scale a billion-dollar company. How to balance leadership decisions with core values and personal integrity. Effective strategies for customer communication and conflict resolution. The power of delegation and team-building for sustainable growth. How to create a thriving company culture while avoiding burnout. The importance of perseverance and revenue-focused strategies in entrepreneurship. Connect with Liz Elting IG:https://www.instagram.com/lizelting/?hl=en Linkedin: https://www.linkedin.com/in/lizelting Website: https://lizelting.com/ Connect with Ash: https://www.instagram.com/ashleystahl/ Want to become a professional speaker and skyrocket your personal brand? Ashley's team at Wise Whisper Agency offers a done-with-you method to get your signature talk written and booked and it's helped more than 100 clients onto the TEDx stage! Head over to WiseWhisperAgency.com/speak Visit shopify.com/youturn and only pay $1 for your first month's trial.
At just 10 years old, Grant Cardone lost his father. This moment flipped his world upside down. He spiraled into teenage addiction, hitting rock bottom in his mid-twenties. Determined to change, he got clean, mastered sales, and began building wealth. It wasn't until his fifties, during the 2008 financial crisis, that he realized survival meant growing bigger. That's when he went all in. He scaled Cardone Capital, grew his brand, and turned his hard-earned lessons into a multi-billion-dollar business. In this episode, Grant joins Ilana to discuss overcoming adversity, embracing reinvention, managing fear in high-stakes investments, and his strategies for building wealth and a powerful network. Grant Cardone is a serial entrepreneur, equity fund manager, real estate investor, and bestselling author. A global authority on sales, investing, and personal development, he influences millions through his books, events, and online content. In this episode, Ilana and Grant will discuss: (00:00) Introduction (01:48) Reinventing After Facing a Career Crisis (03:01) Childhood Struggles After Losing His Father (05:52) Battling Addiction and Near-Death Experiences (08:17) Stuck in a Sales Job but Crushing It (10:35) The Birth of the 10X Movement (15:02) Building a Highly Influential Brand at Age 52 (17:38) The Secret to Never Getting Laid Off (20:13) Taking a Loan to Launch His Real Estate Empire (21:33) Navigating Fear, Doubt, and High-Stakes Risks (27:04) The $58 Million Loan Call That Shook Him (30:35) Turning Small Investments into Billion-Dollar Deals (35:00) The Future of the 10X Growth Conference (38:54) Grant's Real Estate-Bitcoin Investment Strategy (40:19) The Most Overlooked Shortcut to Success Grant Cardone is a serial entrepreneur, equity fund manager, real estate investor, and bestselling author. He is the founder of Cardone Capital, a real estate investment firm managing billions in assets. He also created the 10X movement, which includes the 10X Growth Conference, the largest business conference in the U.S. A global authority on sales, investing, and personal development, he influences millions through his books, events, and online content. Connect with Grant: Grant's Website: https://grantcardone.com Grant's LinkedIn: linkedin.com/in/grantcardone Resources Mentioned: Grant's Book, The 10X Rule: The Only Difference Between Success and Failure: https://www.amazon.com/10X-Rule-Difference-Between-Success-ebook/dp/B004X75OES Grant's Book, Sell or Be Sold: How to Get Your Way in Business and in Life: https://www.amazon.com/Sell-Be-Sold-Your-Business/dp/B00JV3YVHU Leap Academy: Ready to make the LEAP in your career? There is a NEW way for professionals to Advance Their Careers & Make 5-6 figures of EXTRA INCOME in Record Time. Check out our free training today at leapacademy.com/training
Lately, I've been working with too many people who don't have a clear vision and plan of where they want to go and what they want to accomplish in their life and business. If you don't know where you want to go, then any path will get you there. You'll end up meandering and then wonder why you're not really getting anywhere in life or business. The crazy thing is recently when I was talking with Brien Gearin about coming on board to help us grow Millionaire University, he asked me if I could send him a business plan, and I realized I didn't really have one...Well, I did sorta but not anything that I could easily send over to him. This allowed me to think through our plan to grow MU to a Billion Dollar Organization over the next 10 years and helped me think through more about how I come up with and write business plans, and how and when you should write a business plan of your own. I hope you enjoy this episode. Feel free to send me your plan and or any questions you have at justin@millionaireuniversity.com (Original Air Date - 7/20/23) What Justin and Tara discuss on today's episode: + Introduction to Millionaire University + The Importance of a Business Plan + The Vision for Millionaire University + The Role of Stock in MU + The Challenge of Articulating a Business Plan + The Process of Creating a Business Plan + The Problems Millionaire University Aims to Solve + The Mission and Vision of Millionaire University + The Importance of Tailoring Business to Individual Strengths + The Role of Business Plans + The Importance of Having a Business Plan + The Role of Business Plans in Starting a Business + The Challenges of Writing a Business Plan + The Importance of Adapting Business Plans + The Importance of Vision in Business + The Role of Personal Vision in Business + The Importance of Goals and Timelines in Business + The Role of Problem Solving in Business + The Importance of Execution in Business + The Role of Partnerships in Business + The Importance of Smart Leadership in Business Growth + The Role of Flexibility and Adaptability in Business + The Power of Teamwork and Shared Vision + Exploring Different Strategies for Business Growth + The Potential of Podcasting in Business + The Value of Diversifying Business Tasks + The Impact of Effective Marketing and Advertising + The Importance of SEO in Business + The Role of Investment in Business Growth + The Power of Sponsorships in Business + The Importance of Email Marketing in Business + The Potential of Business Growth through Podcasting + The Importance of Having Fun, Making Money, and Helping People in Business + The Potential of Mastermind Groups in Business + The Value of Content Creation in Business + The Power of Networking and Connections in Business + The Potential of Business Growth through Equity + The Potential of Business Growth through Marketing Agencies + The Importance of Aligning Incentives in Business + The Importance of Taking Action in Business For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.
Loren Ridinger changed the face of the beauty and e-commerce industries alongside her partner and husband, JR. Loren and JR went from $25 weeks to a billion dollar company! Two years ago, Loren faced her darkest day and biggest challenge yet after suddenly losing the love of her life from a Pulmonary Embolism. We tap into her new book, “Scrambled or Sunny Side Up?” and talk and love, loss and what's next for the distinguished entrepreneur.Loren's New Book!https://a.co/d/469DrocYouTubehttps://www.youtube.com/@HerestolifepodcastInstagramhttps://www.instagram.com/nickbarrotta https://www.instagram.com/lorenridingerhttps://www.instagram.com/herestolife.podApple Podcastshttps://podcasts.apple.com/us/podcast/heres-to-life-podcast/id1727965819
After Craig Newmark moved to San Franciso in 1995, he had a simple idea: a mailing list to share local events with friends. It wasn't fancy and certainly wasn't meant to change the world. However, as the list grew, people began calling it “Craigslist,” unknowingly naming what would become a billion-dollar digital marketplace. In this episode, Craig joins Ilana to share his journey, from creating Craigslist without VC funding to stepping down as CEO to focus on customer service. He also discusses how his moral compass continues to shape his work, including his mission in cybersecurity and his support for veterans and military families. Craig Newmark is an internet entrepreneur, philanthropist, and the founder of Craigslist, the online classified ads platform that transformed how people buy, sell, and connect. As a philanthropist, he supports causes related to veterans, journalism, tech ethics, and cybersecurity. In this episode, Ilana and Craig will discuss: (00:00) Introduction (02:01) The People and Moments That Shaped His Values (03:30) Navigating Social Skills as a Nerd (05:05) How a Simple Mailing List Led to Craigslist (08:23) Why Craig Rejected Billion-Dollar VC Funding (11:07) The Surprising Story Behind the Name Craigslist (12:46) His Slow but Steady Approach to Scaling (14:31) Fighting Fraud, and Dirty Tricks in Business (16:37) The Strategy Behind Growing Without Funding (19:02) Craig's Pivot from CEO to Customer Service Rep (22:36) How Veterans Inspired His Cybersecurity Focus (29:51) His Pigeon Rescue Mission Craig Newmark is an internet entrepreneur, philanthropist, and the founder of Craigslist, the online classified ads platform that transformed how people buy, sell, and connect. As a philanthropist, he supports causes related to veterans, journalism, tech ethics, and cybersecurity. Craig also serves on the boards of several nonprofits and was named one of Time magazine's 100 most influential people. Connect with Craig: Craig's Website: craignewmarkphilanthropies.org Craig's LinkedIn: linkedin.com/in/craignewmark Resources Mentioned: Craigslist Website: craigslist.org Leap Academy: Ready to make the LEAP in your career? There is a NEW way for professionals to Advance Their Careers & Make 5-6 figures of EXTRA INCOME in Record Time. Check out our free training today at leapacademy.com/training
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the importance of intentional client reviews and presents a year-long playbook for financial advisors. He emphasizes the need for deeper conversations with clients beyond traditional investment management, covering topics such as tax strategies, legacy planning, budgeting, insurance, charitable giving, and dynamic financial planning. The episode highlights the significance of building trust and maintaining strong relationships with clients to ensure their financial success.Key Takeaways Intentionality in client interactions strengthens relationships.Legacy planning should evolve with clients' lives.Charitable giving aligns with clients' values and legacy goals.Building trust through consistent communication is vital.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the critical importance of succession planning for financial advisory firms, particularly in light of the impending retirements of senior advisors. He explores the role of mergers and acquisitions (M&A) as a strategic option for succession, emphasizing the need for a clear understanding of the motivations behind pursuing M&A. The episode highlights the challenges firms face in planning for the future, the significance of human capital in successful acquisitions, and the importance of intentional growth strategies. Sclafani concludes with coaching questions to help advisors reflect on their strategic goals and succession plans.Key TakeawaysLess than 40% of RIAs have a written succession plan.Only a third of RIA leaders are confident in succession.Acquisition will not address your human capital needs.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this powerhouse episode of Under Contract, we sit down with Sam Khorramian, a real estate leader who's scaled from rookie agent to leading a multi billion-dollar business. We dive deep into:✅ The mindset shift that took Sam from selling homes to owning a business ✅ Why diversification is key in real estate & entrepreneurship ✅ The LPT Realty merger and what it means for agents ✅ Real talk on success, money, and legacy ✅ Advice for new and struggling agents in today's marketSam shares raw insights on building wealth, overcoming rejection, and surrounding yourself with the right people. Whether you're an agent, entrepreneur, or investor—this episode is packed with game-changing advice!
Natalie Plain is the CEO and Founder of Billion Dollar Beauty – A Consumer Product Goods brand that is distributed throughout, Australia, Asia, Europe and North America. As an industry veteran of nearly 20 years, Natalie has spun off her fortress of Billion Dollar intellectual property into the launch of Billion Dollar Brands where she owns everything from concept to the consumer experience. Natalie has developed every vertical in her corporation and continues to break new ground through strategic brand acquisitions, licensing rights and Federal contracts with the United States government. As a certified Women Owned company, Natalie studied and earned her trade through mentorship such as serving as a White House journalist - Working as an intern in the Press Office for the First Lady and as a correspondent to President Bill Clinton. Natalie graduated from California State Long Beach with a B.A. degree and currently resides in Southern California with her husband and two children.In this episode we ‘get into it' with Natalie about-Her upcoming book ‘The Plain Truth to Building a Billion Dollar Business-the 7 pillars she outlines in the book to building a billions dollar brand-stories of business and lessons learned-Her journey to success and more! Follow Natalie on Instagram or TikTok and visit her website..
Weaknesses are awesome. If you can identify them that is. We discuss three common GTM weaknesses and how you can identify them...So you can start fixing them and getting better.(00:00) - Introduction (03:23) - Parenting Challenges (04:22) - Go-to-Market Strategies (05:35) - 20-20 vision (06:22) - 1: I'm just not motivated (12:37) - You're a bad leader (15:04) - It's products fault (of course) (16:30) - Handling Bugs and Product Frustrations (17:09) - Building a Billion Dollar Business (22:17) - I'm not listening to you (the customer) (26:24) - The Value of Qualitative Data This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Get access to our real estate community, coaching, courses, and events at Wealthy University https://www.wealthyuniversity.com/---On today's episode of The Wealthy Way, I sit down with Trevor Bauer, former MLB pitcher, Cy Young Award winner, and now a full-time YouTuber who's breaking boundaries in the sports world. If you've heard Trevor's name, you probably know about the controversy surrounding his MLB suspension and what came after. But in this conversation, we dive deeper than the headlines.Trevor shares how being ousted from the MLB impacted his career, finances, and future in baseball. We also talk about the bigger picture like collusion in the league, the rise of injuries among pitchers, and how baseball could learn a thing or two from the NBA when it comes to social media and fan engagement.But Trevor's not just about sports he's creating a whole new path with a sports media company, YouTube content, and even plans to expand training facilities for young athletes. Whether you're a fan of baseball or just love hearing about resilience and reinvention, this episode has it all.If you want to know how Trevor is shaking up the game, how he's using AI to help hitters, or even what it's like managing a team, tune in now.Connect with Trevor:YouTube: @BauerOutage IG: https://www.instagram.com/baueroutageWebsite: https://momentumbaseball.shop/collections/bauer-outage---If you want to level up, text me at 725-527-7783! Get access to our real estate community, coaching, courses, and events at Wealthy University https://www.wealthyuniversity.com/Join our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://www.wealthykingdom.com/--- ---About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media a...
In this episode of Building the Billion Dollar Business, Ray Sclafani emphasizes the importance of taking bold actions in the financial advising industry. He encourages listeners to reflect on their past and future, innovate client engagement models, invest in their teams, pursue personal development, and nurture client relationships. The episode concludes with actionable questions to help advisors design their legacy and align their daily actions with their long-term vision.Key Takeaways Reflect on the past to shape the future.Innovate client engagement to meet evolving expectations.Invest in your team for sustainable growth.Pursue personal development to unlock new opportunities.Create value for clients that lasts 20 years.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the successful strategies employed by WYSIWYG Wealth Management, a high-performing advisory team generating over $10 million in annual revenue. This episode highlights the importance of developing the next generation of talent, implementing a transfer of trust model, and leveraging team capacity for growth. Key TakeawaysThe transfer of trust model enhances client relationships.Clients appreciate the involvement of younger advisors.Mentorship fosters personal connections and knowledge sharing.Forecasting opportunities helps in proactive planning.Utilizing capacity effectively can lead to strategic growth.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
In this special episode of Big Shot, recorded live at the iconic Kennedy Center in Washington, D.C., we're joined by Uri Levine, the co-founder of Waze. Uri is a visionary entrepreneur whose journey includes building Waze, the world's largest community-based traffic and navigation app, which Google acquired for over $1 billion. Beyond Waze, Uri has co-founded several impactful startups like Moovit (acquired by Intel), FeeX, and Engie. He's also the author of Fall in Love with the Problem, Not the Solution, a must-read guide for entrepreneurs. In our conversation today, we cover: • Lessons on failure and prioritization from Uri's father • A clever hack he used to pitch Waze with an incomplete product • The cultural drive behind the Jewish ambition to create positive change • The story of the many millionaires created by Waze's acquisition • And so much more! A special thank you to ADL In Concert Against Hate. You can learn more here https://www.adl.org/adl-concert-against-hate-shines-light-heroes — In This Episode We Cover: (00:00) Intro (01:40) How Uri's father taught him the importance of failure (04:55) A story about prioritization (06:59) Uri's solution for fundraising with an incomplete product (09:00) The ups and downs of the start-up journey (11:04) Why Jewish people are drawn to entrepreneurship and making a positive impact (12:58) The connection between the kibbutz community and entrepreneurship (13:25) The Google acquisition of Waze (13:58) The importance of keeping the main thing the main thing (15:11) How tikkun olam inspires Uri's entrepreneurial ventures (16:48) Chutzpah and the Israeli experience (17:40) How Uri continues to be inspired by his father — Where To Find Uri Levine: • Website: https://urilevine.com/ • LinkedIn: https://www.linkedin.com/in/uri-levine/ • X: https://x.com/urilevine1 — Where to Find ADL: • Website: https://www.adl.org/ — Where To Find Big Shot: • Website: https://www.bigshot.show/ • YouTube: https://www.youtube.com/@bigshotpodcast • TikTok: https://www.tiktok.com/@bigshotshow • Instagram: https://www.instagram.com/bigshotshow/ • Harley Finkelstein: https://twitter.com/harleyf • David Segal: https://twitter.com/tea_maverick • Production and Marketing: https://penname.co
What does it take to exit a billion-dollar company? In today's episode, I'm joined by the incredible Suneera Madhani, who's made waves in the FinTech world. She shares how the biggest lessons she gained scaling a billion dollar company so you can uncap your potential and crush “impossible” goals. She also reveals the strategies she's using to build her second business and how she is approaching rejection and taking on risks for the second time around, knowing everything she knows now. Check out our Sponsors: Shopify - Sign up for your $1/month trial period at Shopify.com/happy Found - Try Found for free at Found.com/EARN. Constant Contact - Get customized marketing campaigns built for you in just a few clicks. Go to constantcontact.com for your free trial. OpenPhone - Get 20% Off with OpenPhone on your first 6 months when you sign up at OpenPhone.com/EARN Moonpig - Order your holiday cards and more! Try your first card free with code FREE at moonpig.com/us/happy HIGHLIGHTS 00:00 How to uncap your potential and set impossible goals. 06:00 Why dinner conversations are essential for family connection. 13:15 The mindset for entrepreneurs at every stage. 23:30 How to develop resilience and motivation as an entrepreneur. 28:00 Why redefining success begins with inner reflection. 39:00 The strategic shift Suneera is making in her second business. 44:15 How do you handle failure and rejection? 49:45 The BEST thing you should focus on collecting in life. 53:00 How to identify and enter the right rooms for networking and growth. RESOURCES Learn about Worth Credit Score SIGN-UP HERE Tune into Suneera's CEO School Podcast HERE Get glōci HERE Use code: HAPPY at checkout for 25% off! Text DAILY to 310-496-8363 for daily manifesting affirmations, journal prompts, and motivation. Sign up for GrowthDay - https://www.growthday.com/lori?via=harder Watch on YouTube - @LoriHarder My book: A Tribe Called Bliss FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow Earn Your Happy: @earnyourhappy Follow glōci: @getgloci Girlfriends & Business: @girlfriendsandbusiness Follow Suneera: @suneeramadhani
Dave Lukas, The Misfit Entrepreneur_Breakthrough Entrepreneurship
This week's Misfit Entrepreneur is David Steele. David is the founder and CEO of One Wealth Advisors, an independent RIA firm with over $1B in assets. He is also restaurateur owning 6 difference restaurants, a yoga studio owner, philanthropist and more. Needless to say, he's a Misfit Entrepreneur to the core. One of the hardest things for any entrepreneur to do is build and scale multiple businesses simultaneously and be successful, let alone juggle that with all the other areas of life. I've asked David to come on share how he's done this so successfully and to share his best advice for building a great business. davidsteele.xyz/ To see the full show notes and Misfit 3 for this episode, go to www.MisfitEntrepreneur.com. Show Sponsors: Entrepreneurs, what if there was a way to know you were hiring the best salespeople to drive your business? How much would that help your success? Well, with SalesDrive's DriveTest, you can! Drive is composed of three non-teachable traits shared by all top producers: Need for Achievement, Competitiveness, and Optimism. You can get a FREE DriveTest assessment to help you in your hiring efforts at www.MisfitEntrepreneur.com/SalesDrive 5 Minute Journal: www.MisfitEntrepreneur.com/Journal
Fawn Weaver had a story to tell — and then she became the story. It started as a passion project, to make sure that the story of the first known African-American master distiller would no longer be lost to time. But while righting that historical wrong the serial entrepreneur got an idea so crazy that it just might've worked. It did. Her plan to make sure that Nathan “Nearest” Green would finally be celebrated took a new, serendipitous and daunting turn: Weaver decided that she could create a whisky brand named for Green. With no background in the industry. In an industry that is insular and decidedly male. No biggie. Weaver didn't just create a niche brand that she could tell her grandchildren all about. In eight years she built, from scratch, a billion-dollar business. In this edition of This is Working the author of Love & Whiskey tells LinkedIn Editor-in-Chief Dan Roth about the power of relentless determination — how she learned to leverage being habitually underestimated into a strategic advantage and why patience is not only a virtue, but profitable.
“Without downs, the ups wouldn't be as high.” In this episode, Nick speaks with John Hewitt, a successful entrepreneur and CEO of Loyalty Brands. John shares his unique journey from playing in the World Series of Poker to founding billion-dollar companies. He emphasizes the importance of purpose, giving back, and the ups and downs of entrepreneurship. John discusses the significance of mentorship, leadership, and the need for calculated growth strategies in business. He concludes with valuable advice for self-mastery and success, highlighting the importance of perseverance and finding joy in one's work. What to listen for: John's transition from the World Series of Poker to entrepreneurship, founding multiple billion-dollar companies. The importance of having a purpose and improving lives. Ups and downs in business are essential for growth and perspective. Mentorship and active listening are crucial for effective leadership. Calculated growth requires understanding the needs for people and resources. Team dynamics and adaptability are key to managing growth. Finding the right fit for team members is essential for success. “Our mission statement says it all, and that is having fun improving lives.” Discover the value of finding purpose and joy in your work. How having “fun” as part of your mission creates a balanced approach to success. The benefits of fostering a work culture rooted in enjoyment and positivity. Why improving lives should be at the core of your business goals. Attracting a team that aligns with a mission of impact and enjoyment. “Most people only want to… improve their own lives. And so they manipulate other people. A rare minority… understand the real purpose of life is to serve others and to make a difference.” The contrast between self-interest and genuine service – why it matters. Integrity over manipulation: building a lasting legacy. How focusing on contribution over competition leads to a more meaningful life. Understanding the long-term impact of prioritizing service to others. Why making a difference is the most fulfilling goal of all. “The more you give, the more you receive. So it's self-fulfilling… as you experiment with giving, you, you get more, you receive more.” Embracing generosity as a path to personal abundance. How giving creates a positive cycle of goodwill and support. The rewards of giving beyond just material returns. Tips for starting small with acts of generosity and seeing the impact. Why giving without expectation often brings surprising rewards in return. About John Hewitt Having previously founded both Jackson Hewitt and Liberty Tax Service, John has used his 55 years of tax experience and remarkable business acumen to develop the next stage in his unmatched franchise success: Loyalty Brands. https://loyaltybrands.com/ https://loyaltybrands.com/free-icompete-book/ https://www.linkedin.com/company/loyaltybrandsinc https://www.instagram.com/loyalty_brands Resources: Interested in starting your own podcast or need help with one you already have? Send Nick an email or schedule a time to discuss your podcast today! nick@themindsetandselfmasteryshow.com Thank you for listening! Please subscribe on iTunes and give us a 5-Star review! https://podcasts.apple.com/us/podcast/the-mindset-and-self-mastery-show/id1604262089 Watch Clips and highlights: www.youtube.com/channel/UCk1tCM7KTe3hrq_-UAa6GHA Guest Inquiries right here: podcasts@themindsetandselfmasteryshow.com Your Friends at “The Mindset & Self-Mastery Show”
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the pressing issue of talent retention in the financial services industry. He outlines a six-part blueprint for developing the next generation of leaders, emphasizing the importance of investing in human capital, creating transparent compensation structures, and fostering open communication. The episode highlights the need for financial advisory firms to adapt their practices to meet the expectations of younger professionals, ensuring they feel valued and supported in their career growth.Key TakeawaysHuman capital is often overlooked despite being a major expense.Neglecting employee engagement leads to erosion of trust.Creating written professional development plans is crucial.Defining roles and responsibilities can prevent burnout.Regular performance reviews foster growth and alignment.High-frequency one-on-ones build trust and engagement.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
The data revolution is transforming every business in the world, and Tristan Handy sits near the center of it. Starting with a simple idea, he and his team built dbt Labs into a multi-billion-dollar tech company by understanding how technology is changing the world and what that meant for how people should change with it. This episode dives into Tristan's journey, his thoughts about entrepreneurship, and the lessons he learned while leading one of the most central companies in the industry. From Practitioner to Pioneer Tristan Handy's journey began with years of experience in data roles, culminating at RJMetrics. There, he encountered a transformative moment: the rise of Amazon Redshift, the first cloud-native data warehouse. This innovation disrupted traditional business intelligence (BI) tools and catalyzed Tristan's realization that the future of data analytics lay in the cloud. He then launched Fishtown Analytics, a consultancy that helped startups implement cloud data systems. This endeavor ultimately gave birth to dbt (Data Build Tool), a revolutionary approach to data transformation and governance. Building the Foundations of dbt Dbt wasn't initially a product; it was a tool Tristan and his co-founder created to solve a problem that they thought needed solving. However, as people adopted and expanded its use, a community began to form. The project's open-source nature fueled its growth, with dbt becoming a core tool for data teams worldwide. Today, over 50,000 companies use dbt in production, and it serves millions of data practitioners. Scaling the Business, Preserving the Culture The journey from a bootstrapped consultancy to a venture-backed powerhouse worth over $4 billion wasn't without challenges. Tristan shared insights on scaling while maintaining the culture and values that defined the company's early days. He emphasized the importance of retaining long-tenured team members who deeply understand the product's ethos. Lessons on Venture Capital and Founding Reflecting on the venture capital landscape, Tristan offered candid observations. While acknowledging the resources VC brings, he highlighted the inherent misalignment between founders' visions and the VC focus on extreme outcomes. He underscored the importance of founders being intrinsically driven by the change they wish to create, cautioning against entering entrepreneurship solely for prestige. The Future of Data and AI The conversation touched on the evolution of data, from structured rows and columns to the vast potential of unstructured data in AI applications. Tristan acknowledged the paradigm shift AI represents, predicting that while today's AI aids discrete tasks, its true potential lies in reshaping how we create and use knowledge. However, he remains cautious, stressing that transformative change requires time and iterative progress. Nonlinear Growth and Innovation One of the key takeaways was the importance of nonlinear growth. Both Ben and Tristan discussed how significant breakthroughs—those “10x moments”—often define the trajectory of a business. These nonlinear events, coupled with steady incremental progress, are what drive true innovation and scalability. Closing Thoughts Tristan Handy's story is a masterclass in thoughtful entrepreneurship. From leveraging community-driven growth to balancing the demands of scaling a business, his journey offers invaluable lessons for founders and technologists alike. As dbt Labs continues to shape the data ecosystem, Tristan's commitment to empowering practitioners and fostering innovation stands as a model for what's possible in the rapidly evolving tech landscape. Listen to the full episode for more on Tristan's journey, the challenges of scaling a mission-driven business, and the future of data and AI. Onward! — For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast. Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com. Onward is hosted by Ben Miller, co-founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada. About Fundrise With over 2 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button. Please see fundrise.com/oc for more information on all of the Fundrise-sponsored investment funds and products, including each fund's offering document(s). Want to see the specific assets that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets.
Hey BA fam! Suneera Madhani joins us this week, sharing her inspiring journey as a successful entrepreneur who built a billion-dollar business, Stacks Payments -- and is now on her way to creating her second unicorn, Worth. She discusses the challenges of balancing motherhood with entrepreneurship, the importance of mindset shifts for success, and the unique hurdles women face in securing venture capital. Above all, Suneera highlights the significance of networking, emotional intelligence, and the need for inclusivity in business. Her insights prove o be invaluable for aspiring entrepreneurs and leaders -- so give it a listen!Follow Suneera for more info. And don't forget to follow Brown Ambition! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee omnystudio.com/listener for privacy information.
Hey BA fam! Suneera Madhani joins us this week, sharing her inspiring journey as a successful entrepreneur who built a billion-dollar business, Stacks Payments -- and is now on her way to creating her second unicorn, Worth. She discusses the challenges of balancing motherhood with entrepreneurship, the importance of mindset shifts for success, and the unique hurdles women face in securing venture capital. Above all, Suneera highlights the significance of networking, emotional intelligence, and the need for inclusivity in business. Her insights prove o be invaluable for aspiring entrepreneurs and leaders -- so give it a listen! Follow Suneera for more info. And don't forget to follow Brown Ambition! Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of Building the Billion Dollar Business, Ray Sclafani explores the key insights from the Schwab 2024 RIA Benchmarking Study, highlighting the factors that separate top-performing advisory firms from their peers. He covers the importance of referrals, client feedback mechanisms, strategic marketing plans, lead tracking, talent acquisition, and enhancing client experience through technology. Sclafani emphasizes the need for firms to document their strategies and focus on building high-performing teams to drive growth and success in the competitive financial advisory landscape.Key TakeawaysReferrals account for over two-thirds of new clients.A well-documented referral plan is crucial for success.Segmentation in marketing plans attracts more clients.Talent acquisition is a growing priority for firms.Employee engagement strategies are vital for retention.Technology enhances client experience and operational efficiency.Value is subjective and must align with client perspectives.References from this episodeJulie Littlechild CEO & Founder, Absolute Engagement The ClientWise Conversation™Whitepaper by Mark Hurley- "Welcome to the Jungle"For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
This week, Liz Elting joins us to talk about her book and dive deeply into her philanthropy. We discuss the lessons she learned in creating her foundation and the priorities that guide her decisions as a leader. I have looked up to Liz over the years within the Trinity College community and am excited to share her story with our listeners. Liz Elting, Founder and CEO of the Elizabeth Elting Foundation, is an entrepreneur, business leader, bestselling author, linguaphile, philanthropist, feminist, and mother. After living, studying, and working in five countries across the globe, Liz founded TransPerfect out of an NYU dorm room in 1992 and served as Co-CEO until 2018. TransPerfect is the world's largest language solutions company, with over $1.2 billion in revenue and offices in more than 140 cities worldwide. Liz's recognitions include the Trinity College Alumni Medal for Excellence, the Charles Waldo Haskins Award for business and public service from NYU's Stern School of Business, the American Heart Association's Health Equity Leadership Award and Woman Changing the World Award, and the GlobalMindED Inclusive Leader Award. Liz has been recognized as a NOW Woman of Power & Influence, American Express and Entrepreneur magazine's Woman of the Year, and one of Forbes' Richest Self-Made Women every year since the list's inception. Elting is the bestselling author of Dream Big and Win: Translating Passion into Purpose and Creating a Billion-Dollar Business. --- Support this podcast: https://podcasters.spotify.com/pod/show/devdebrief/support
In an era where the landscape of wrestling was set in its territorial ways, one man dared to question the status quo and redefine entertainment: Vince McMahon. In this episode, Adam dives into the billion-dollar business strategies of WWE (formerly WWF), inspired by Mr. McMahon's documentary on Netflix. Adam talks about the powerful tactics used by Vince McMahon to transform a regional wrestling showcase into a global entertainment powerhouse, sharing vital lessons applicable to any business striving for growth and domination. Adam challenges listeners to rethink their business strategies by citing WWE's groundbreaking practices. Adam highlights Vince McMahon's revolutionary approach to the wrestling industry, where he broke away from traditional territorial constraints to establish a nationwide entertainment brand. WWE captivated audiences and expanded rapidly by emphasizing the power of storytelling, controversial branding, and strategic celebrity partnerships. Breaking traditional market rules and entering new segments can be a game-changer, as demonstrated by WWE's national expansion. Storytelling is a powerful tool in business, crucial for building emotional connections with audiences, a strategy mastered by WWE. Partnerships with celebrities or influencers can expand reach and help capture new markets. Embrace controversy strategically to draw attention and engage audiences, as Vince McMahon successfully did with WWE. Continuously reinvest in improving products and services, following WWE's successful model of innovation and expansion. Get your Business Growth Secrets SUCCESS PLANNER for FREE and profit like a pro: https://adamstottplanner.com/free-book47315172 Adam's website: https://adamstott.com/?el=Pod Watch the Episode on Adam's YouTube Channel: https://www.youtube.com/adamstottcoach?el=Pod Connect with Adam on Instagram: https://www.instagram.com/adamstottcoach/?el=Pod Join Adam's network on LinkedIn: https://www.linkedin.com/in/adam-stott-coach/?el=Pod Coaches, consultants, and business owners - lower your marketing costs, increase ticket prices, and get more high-ticket clients: https://3daybrandbuilderworkshop.com/start-here?el=Pod
VOTE FOR FAYT IN THE TIKTOK AWARDS: https://bit.ly/TikTokAwards-2024 Britt has ANOTHER billion dollar idea... So why is Matt not on board? Join OG YouTuber & CEO Brittney Saunders, and Australia's Biggest Glamazon Alright Hey as they break down the biggest stories of the week. If it's trending, going viral, and has you gripped… we're talking about it. LINKS Follow @alrighthey on all socials Follow @brittney_saunders on all socials Follow @novapodcastsofficial on Instagram Email us HERE scrollers@novapodcasts.com.au CREDITSHosts: Alright Hey and Brittney SaundersSenior Producer/Editor: Hannah Bowman Managing Producer: Elle Beattie Nova Entertainment acknowledges the traditional custodians of the land on which we recorded this podcast, the Gadigal People of the Eora Nation. We pay our respect to Elders past and present. See omnystudio.com/listener for privacy information.
In this episode of the Duct Tape Marketing Podcast, I interview(ed) Liz Elting. This week, we´re going to be re-gifting you your favorite episodes! Liz is the co-founder and CEO of the award-winning TransPerfect. TransPerfect is the world's largest provider of language and business solutions, boasting over $1.1 billion in revenue and offices in over 100 cities around the globe. Additionally, she founded the Elizabeth Elting Foundation, a non-profit organization created to break down systemic barriers and foster systemic change for women and other underserved communities. She has been named one of Forbes' Richest Self-Made Women every year since the list's inception. She is the author of the upcoming book DREAM BIG AND WIN: Translating Passion into Purpose and Creating a Billion-Dollar Business and a contributor at Forbes and SWAAY. Relisten and Enjoy! Key Takeaway: With the right mindset and strategies, almost any dream can become a reality. Learn how setting goals with deadlines, embracing constant innovation, and empowering women can lead to billion-dollar success. Liz's journey from starting TransPerfect to her philanthropic endeavors is an inspiring roadmap for aspiring entrepreneurs and leaders. Dream big, take action, and win!
Intro 0:00-1:20 Using Nasal Strips 1:20-2:20 How Hostage Tape Came To Be 2:20-8:20 What's The Difference? 8:20-10:30 Mouth Breathing 10:30-12:00 The Dentist 12:00-13:00 When Did This Start Happening To People? 13:00-15:00 Working Out 15:00-17:20 High School/College 17:20-18:30 Kurt Warner 18:30-19:10 Arena Football 19:10-23:30 High School Football 23:30-24:20 College Football 24:20-27:00 Sam Darnold 27:00-27:45 Peyton Manning 27:45-28:20 Minnesota Vikings 28:20-28:50 Letting A Quarterback Sit Behind A Veteran 28:50-30:00 Football Throwing Motion 30:00-34:00 Fan Controlled Football League 34:00-36:00 PLL 36:00-37:15 Startup Company 37:15-39:40 How Hostage Tape Got Its Name 39:40-44:00 Trying Nasal Sticks Live On Air 44:00-45:00 QB Grip 45:00-1:05:00 Partnering With UFC 1:05:00-1:11:30 Minnesota Gophers Football 1:11:30-1:12:30 Big Ten Football 1:12:30-1:13:00 Ryan Williams Alabama 1:13:00-1:13:40 UNLV Matt Sluka 1:13:40-1:25:00 Finale 1:25:00-1:27:43
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the Stockdale Paradox and its application in year-end planning for financial advisors. He emphasizes the importance of balancing hope with realism to maintain high performance as the year closes. The conversation covers strategic planning, effective communication, and the significance of team dynamics in achieving long-term success. Sclafani provides actionable steps for conducting productive offsite meetings and highlights the need for data-driven decision-making and alignment with the firm's mission, vision, and values.Key TakeawaysYear-end planning is crucial for maintaining momentum.Engaged teams lead to higher profitability and lower turnover.Offsite meetings should focus on current performance and future planning.Avoid message fatigue by regularly revisiting core principles.The final months of the year are critical for strategic alignment.Tools You May Wish To ExploreDISC AssessmentKolbe IndexMyers-Briggs Type Indicator (MBTI)Culture IndexCliftonStrengths (formerly StrengthsFinder)For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
When is the right time to exit your business? For Suneera Madhani, it was after taking her fintech startup, Stax, from idea to unicorn - a moniker coined for the rare privately-held company that reaches a billion dollar valuation. After selling to private equity and finding a new CEO to lead the company's next stage of growth, Suneera knew she wanted to return back to the building phase of business. Taking everything she knew about building a billion dollar business, Suneera's set out to do it again, this time with Worth AI - a company creating the first ever credit score for businesses. In today's case study on lessons from building a billion dollar brand, Suneera shares the wisdom she took from her exit that she's applying to this new venture, so you can borrow her hard-earned lessons & hindsight as well. View the transcript for this episode at: Thank you to our sponsors! Access Sandra Chau's cheat sheet to the 10 must have strategic photos and videos that grow, nurture and increase your sales and bookings at https://schoolofvisualbranding.com/10-must-have-visuals Uplevel your healthy habits with Soursop's Cell + Immunity gummies and shakes! Get 20% when you use code 'CEO20' at https://www.soursopnutrition.com/ Connect with Suneera: Get your business' credit score: https://worthscore.com The CEO School podcast: https://theceoschool.com/the-podcast/ Big Business Energy newsletter: https://theceoschool.co/email-list Instagram: @suneeramadhani Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quiz If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag me @missellenyin & @cubicletoceo so we can repost you. Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Subscribe for new episodes every Monday. Join our C-Suite membership to get bonus episodes! Check out everything our members get at https://ellenyin.com/csuite Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to CEO School! In this incredibly special solo episode, host Suneera Madhani—founder of a billion-dollar business and now on her second unicorn venture—takes you on an intimate journey through the values and lessons that have defined her entrepreneurial path. Marking the tenth anniversary of her first company, Suneera reflects on the emotional and transformative experiences of building, selling, and redefining her identity as an entrepreneur. This episode is packed with insights into the core values like excellence, quality, and innovation that drive long-term business success. Learn how to align your team's actions with these essential values, reward excellence, and navigate the complexities of exiting a business while preserving its core principles. Whether you're a solo entrepreneur or leading a growing team, this episode offers valuable strategies for creating and sustaining a value-driven organization. Plus, don't miss an exclusive sneak peek at our new weekly newsletter, "Big Business Energy," and find out how you can be part of the ever-growing CEO School community. Connect with Suneera: https://www.instagram.com/suneeramadhani Connect with CEO School: https://www.instagram.com/ceoschool Join The Millionaire's Founder Club: https://theceoschool.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
This episode features Cole Shepherd, who shares his transition from a corporate role in M&A at PWC in Hong Kong to entrepreneurship in Medellín, Colombia. It covers his ventures in distressed real estate and commodity trading, particularly in fresh cut flowers, before founding the Green Coffee Company. The discussion delves into the challenges and opportunities in the coffee industry, focusing on vertical integration, innovation, and future plans, including byproduct utilization. The episode also includes Cole's insights into private equity, M&A, investor-focused strategies, and recommendations for Colombian dishes and destinations. Topics Discussed: Cole's transition from M&A at PWC in Hong Kong to entrepreneurship in Medellín, Colombia. Ventures in distressed real estate and commodity trading, particularly fresh cut flowers. Founding and evolving Green Coffee Company, focusing on vertical integration in the coffee industry. Challenges in the coffee industry, such as banking penetration and innovation gaps. The company's approach to innovation and future plans, including byproduct utilization. Key Takeaway: The journey from corporate structured environments to innovative entrepreneurship, and leveraging opportunities in emerging markets. Timestamps: [00:00:00] Introduction to Cole Shepherd and his career shift. [00:01:12] Discussion on moving to Colombia and initial business ventures. [00:02:33] Transition to Green Coffee Company and its growth. [00:03:34] Insights into private equity, M&A, and investor-focused strategies. [00:04:48] Cole's role adjustment for business growth and success. [00:05:50] Current status and future plans for Green Coffee Company. [00:06:50] Importance of investor communication and inclusivity in business. [00:07:42] Recommendations for Colombian dishes and destinations. [00:08:31] Closing remarks and investment opportunities. Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://wiseinvestorcollective.com/ and submit your application to join! Uplift Desk: Visit https://www.upliftdesk.com/mindcast or use the code MINDCAST for a 5% discount! Gusto: Visit https://www.gusto.com/millionairemindcast to get 3 Months free! LinkedIn Sales Solutions: Visit http://www.linkedin.com/mindcast to get your free 60-Day Trial!
#700: Today we're sitting down with blogger-turned-tech entrepreneur, Amber Venz Box. Amber is the founder of the affiliate marketing system Like To Know It formerly named RewardStyle, which connects digital content creators with brands and retailers. Amber joins us for a conversation surrounding creator marketing, passion projects, and how she built one of the largest creator platforms in the world. We also dive into the full LTK story, how to build a company for longevity, and how to build an empire while prioritizing your family at the same time. To connect with Amber Venz Box click HERE To connect with Amber on LTK click HERE To connect with Lauryn Bosstick click HERE To connect with Lauryn on LTK click HERE To connect with Michael Bosstick click HERE Read More on The Skinny Confidential HERE To Watch the Show click HERE For Detailed Show Notes visit TSCPODCAST.COM To Call the Him & Her Hotline call: 1-833-SKINNYS (754-6697) This episode is brought to you by The Skinny Confidential This episode is brought to you by Revolve From last-minute trips to event dressing + seasonal refreshes, REVOLVE has you covered with fast two-day shipping and hassle-free returns, all on them. So go to revolve.com/SKINNY today to shop my top picks for the season. This episode is brought to you by Salt & Stone Visit saltandstone.com and use code SKINNY at checkout for 15% off your first purchase. This episode is brought to you by Airsculpt Get $1000 off an Airsculpt procedure when you complete a consultation. Visit airsculpt.com/skinny to find out more. This episode is brought to you by LMNT LMNT is a tasty electrolyte drink that has everything you need and nothing you don't. It contains a science-backed electrolyte ratio: 1000mg sodium, 200mg potassium, and 60mg magnesium. Get a free sample pack with any purchase at drinkLMNT.com/SKINNY Produced by Dear Media