Podcasts about business lunch

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Best podcasts about business lunch

Latest podcast episodes about business lunch

Business Lunch
High-Impact Offers: Strategies for Sales Success

Business Lunch

Play Episode Listen Later Jul 4, 2025 35:21


Welcome to a new episode of Business Lunch. In this episode, Ryan Deiss and I dive deep into the art of creating effective offers and adapting sales strategies for different business models. From navigating the challenges happening because of rising ad costs to understanding the nuances of sales motions, we share valuable insights and practical tips. Whether you're selling high-ticket items or aiming to optimize online conversions, this episode is packed with advice to help you convert successfully .Highlights:"Sales motion impacts offer structure.""You've got to say at what point in this process do we get agreement on the problem? Because there's got to be problem agreement before anything else.""If you can understand levels of awareness, you understand probably 80% of what you need to know to be really good at sales and marketing."Timestamps:00:00 - Problem Agreement04:05 - Shifting Sales Strategies05:07 - Sales Motion and Offer Structure07:30 - Ad Cost Challenges10:00 - Sales Assist and Sales Function11:45 - Levels of Awareness13:20 - Problem Awareness to Solution Awareness14:40 - Crafting Effective Lead Magnets15:50 - Adapting to Market ChangesCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook• Get my book, Zero Down, FREETo learn more about Roland Frasier

Business Lunch
Don't Get Killed by the Hype - AI Gadgets Failing to Deliver

Business Lunch

Play Episode Listen Later Jul 1, 2025 32:13


Welcome to a new episode of Business Lunch, Ryan Deiss and I dissect the recent hype surrounding two new AI-powered gadgets - the Humane AI pen and the Rabbit. Both products promised to revolutionize our lives with features like real-time feedback and enhanced productivity. However, reviews have been scathing, exposing the devices as clunky, unhelpful, and ultimately a letdown. We delve into the challenges of launching new hardware products in a crowded market and explore the dangers of overpromising and failing to deliver, highlighting how a great marketing campaign can backfire if the product itself isn't exceptional.Highlights:"The people are not stupid long term, we're all a little stupid short term from time to time.""It's a game of replacement, not enhancement.""The better you are at marketing, the better your product better be.”Timestamps:00:54 - Introduction02:36 - Memorial Day05:26 - AI Devices and Hype07:17 - The Future of AI Gadgets12:24 - Apple Vision Goggles14:21 - Lessons Learned16:30 - Nobody Wants More Stuff17:32 - Rabbit Using Chat GPT23:10 - Marketing Lessons (and Mistakes)CONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook• Get my book, Zero Down, FREETo learn more about Roland Frasier

Business Lunch
The Ethics of Outsourcing Yourself

Business Lunch

Play Episode Listen Later Jun 27, 2025 37:02


Welcome to a new episode of Business Lunch! In this episode, Roland Frasier and Ryan Deiss tackle the controversial topic of 'shadow standards' in the workplace. They explore the ethics and implications of employees outsourcing their own jobs to other workers, often in other countries, without their employers' knowledge. The discussion touches on the legal, ethical, and practical ramifications of this growing trend and offers insights into how both employees and employers can navigate this complex landscape.Highlights:"Employees are outsourcing their jobs, effectively becoming mini-agencies themselves.""Is it deceptive if you wouldn't proudly announce what you're doing?""Good employers will always support efficiency and innovative ideas.""Outsourcing your job without transparency is setting yourself up for liability."Timestamps:00:00 - Introduction 01:12 - The Great Resignation and Quiet Quitting02:49 - Ethical Dilemma: Outsourcing Personal Jobs05:30 - Employer Perspective on Shadow Standards08:49 - Legal and Security Implications12:19 - Hypocrisy and Exploitation in Shadow Work14:41 - Building a Team Ethically and Transparently18:35 - Crucial Policies and Handbook Updates20:31 - Encouraging Transparent Efficiency23:02 - The Problem with Shadow Work24:37 - The Value of High-Level Employees30:55 - Conclusion and TakeawaysCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 6/27/25: Market all-time highs, tax bill update, Fenceworks, Universal Horror Unleashed

Wintrust Business Lunch

Play Episode Listen Later Jun 27, 2025


Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the stock market reaching all-time highs, why he believes the market is fairly priced, what needs to happen to happen for the market to move even higher, when we might see an impact on tariffs, if he expects two […]

Wintrust Business Lunch
Wintrust Business Lunch 6/26/25: Meta lawsuit, financial freedom survey, Friends of the Chicago River, Wintrust in Lansing

Wintrust Business Lunch

Play Episode Listen Later Jun 26, 2025


Segment 1: Mike Leonard, Executive Vice President, Wintrust Commercial Banking, joins John Williams to talk about Wintrust’s footprint throughout the area, why it’s important to be embedded in neighborhoods, the importance of community involvement, the pride they take in the work they do, and the passion they have about bettering the communities they are in. […]

Wintrust Business Lunch
Wintrust Business Lunch 6/25/25 – Terry Savage: Should you take Social Security benefits earlier?

Wintrust Business Lunch

Play Episode Listen Later Jun 25, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about new home sales falling in May, if this means there are buying opportunities, and the latest on Social Security and if you should take benefits earlier. Terry also answers all of your financial questions.

Business Lunch
The Art of the Deal: Disruptive Strategies for Business Growth

Business Lunch

Play Episode Listen Later Jun 24, 2025 22:35


Welcome to a new episode of Business Lunch! This episode is a deep dive into how unconventional thinking and strategic agility can transform business challenges into powerful growth opportunities. With a focus on creative deal-making, innovative funding strategies, and the art of leveraging constraints, this episode provides listeners with actionable insights and inspiration to rethink their approach to business. Perfect for entrepreneurs at any stage, this conversation illuminates the path to unlocking the potential within your business, revealing the blueprint for achieving breakthrough success and sustainable growth.Highlights:"The most promising opportunities often start as average propositions that require work to uncover their true value.""Tailored expertise can open up new opportunities in deal-making, transforming constraints into strategic advantages.""Creative solutions often outshine straightforward financial injections, paving the way for long-term success and growth."Timestamps:00:29 - "Behind-the-Scenes Business"01:27 - "Innovative Deal Structuring"04:22 - "Exploring Funding Options"06:18 - "Uncovering Value in Opportunities"08:16 - "Addressing Key Growth Bottlenecks"10:44 - "Expertise in Eliminating Constraints"11:14 - "Funding Through Sales Innovation"14:08 - "Inventory Challenges in E-Commerce"19:22 - "The Power of Creative Solutions"24:43 - "Speculating Future Growth"Mentioned in this episode:Get Roland's Training on Acquiring Businesses!Discover The EXACT Strategy Roland Has Used To Found, Acquire, Scale And Sell Over Two Dozen Businesses With Sales Ranging From $3 Million To Just Under $4 Billion! EPIC Training

Wintrust Business Lunch
Wintrust Business Lunch 6/24/25: Tough job market, boomer home dilemma, ‘The Bear' tour

Wintrust Business Lunch

Play Episode Listen Later Jun 24, 2025


Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about what you need to know about getting hired in a tough job market. Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to talk about the benefits of the ‘paint a simple picture’ style of leadership. Segment 3: James Rodriguez, Senior Reporter, […]

Wintrust Business Lunch
Wintrust Business Lunch 6/23/25: Everyday millionaires, Zillow sued, corporate board effectiveness, Wintrust Week

Wintrust Business Lunch

Play Episode Listen Later Jun 23, 2025


Segment 1: Ilyce Glink, owner of Think Glink Media and Chief Communications Officer and Chief Wellness Officer, Best Money Moves, joins John Williams to talk about selling Best Money Moves and what it means moving forward, the rise of the everyday millionaire, the salary Americans say they now need to earn to live comfortably, Compass suing Zillow over their […]

Wintrust Business Lunch
Wintrust Business Lunch 6/20/25: Housing slump, China EVs, Just Rite IT

Wintrust Business Lunch

Play Episode Listen Later Jun 20, 2025


Segment 1: Phillip Shaw, CFP, Senior Advisor, Goldstone Financial Group, joins John to talk about the market performance this week, how the conflict between Israel and Iran is impacting the economy, what tariffs might do to the market, how much inflation has come down, if the Fed will cut rates in July, the economy being healthy overall, and […]

Wintrust Business Lunch
Wintrust Business Lunch 6/19/25: Interest rates steady, tariff impact, 40 years of Kefir

Wintrust Business Lunch

Play Episode Listen Later Jun 19, 2025


Segment 1: Julie Smolyansky, CEO of Lifeway Foods, joins John Williams to talk about National Kefir Day, what they are doing to celebrate 40 years in business, how the company brought Kefir to the United States, the cultural relevancy of Lifeway Kefir, how much the company has grown, the expansion into other products, the health […]

Wintrust Business Lunch
Wintrust Business Lunch 6/18/25 – Terry Savage: Social Security benefits could be cut by 2033

Wintrust Business Lunch

Play Episode Listen Later Jun 18, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about a new report that shows the Social Security retirement trust fund may be depleted in less than a decade, what needs to be done to fix Social Security, and her thoughts on Fed Chair Powell’s interest rate decision. And as always, Terry answers all […]

Business Lunch
The Exit Trap: What Most Founders Miss When It's Time to Sell

Business Lunch

Play Episode Listen Later Jun 17, 2025 74:27


Welcome to a New Episode of Business Lunch! In this episode, Roland Frasier and Ryan Deiss dive deep into the world of mergers, acquisitions, and private equity. They share insider strategies for selling your business, from understanding platform vs. tuck-in acquisitions to negotiating multiples and avoiding common pitfalls. Whether you're a founder considering an exit, a business owner curious about private equity, or just looking to maximize your company's value, this conversation is packed with actionable insights..Highlights:"People don't buy services, they buy better versions of themselves.""You want to be the platform company, not the tuck-in acquisition.""Private equity is fishing to avoid a process, don't take the first offer.""The more you prove you can acquire and integrate, the higher your multiple."Highlights:00:00 Introduction and Setting the Scene06:05 Facilitators Appreciation and Round Table Rumble07:09 Discussion on Exits and Private Equity08:57 Understanding Private Equity Deals15:57 Negotiation Strategies and Mistakes to Avoid27:06 Preparing for a Successful Exit33:33 Maximizing Company Value for Acquisition37:37 Current Market Trends and Multiples41:27 Strategic Considerations for Selling Your Business46:09 Navigating Acquisition Offers and Due Diligence01:05:25 Connecting with Potential Buyers and Investors01:07:50 Introducing Deanna Rogers and Closing RemarksCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 6/17/25: Tariff policy, economic attitudes, Pope house legal battle

Wintrust Business Lunch

Play Episode Listen Later Jun 17, 2025


Segment 1: Mark Hamrick, Washington Bureau Chief and Senior Economic Analyst for Bankrate.com, joins John to talk about a new survey that shows 65% of Americans think tariffs would be bad for their personal finances. Mark also talks about the resiliency of the market, and the likelihood the Fed keeps interest rates steady. Segment 2: Dennis Rodkin, residential real estate reporter for Crain's, joins […]

Wintrust Business Lunch
Wintrust Business Lunch 6/16/25: Market relief, Fed decision looming, Chicago startup dip, Solstice Century Bike Ride

Wintrust Business Lunch

Play Episode Listen Later Jun 16, 2025


Segment 1: Faron Daugs, CFP, Founder and CEO, Harrison Wallace Financial Group, joins John to talk about the market continuing to weather various storms, the status of President Trump’s tax bill, what we know about Trump’s trade agreements, the consumer feeling pretty good overall, the latest inflation data, and what he expects the Fed to do this […]

Wintrust Business Lunch
Wintrust Business Lunch 6/13/25: Market dip after Israel attack, commercial real estate outlook, Prime Meats by Lettuce

Wintrust Business Lunch

Play Episode Listen Later Jun 13, 2025


Segment 1: Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the impact of the Israel-Iran conflict on the U.S. economy, when the Fed will likely cut interest rates, why the market is still holding up despite all of the uncertainty, what […]

Wintrust Business Lunch
Wintrust Business Lunch 6/12/25: Benign inflation data, AI hiring impact, Chicago's new marketing campaign

Wintrust Business Lunch

Play Episode Listen Later Jun 12, 2025


Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about the fairly benign inflation numbers released this week, corporate earnings continuing to be healthy, and if he believes it’s time to lower interest rates. Segment 2: Bree Fowler, Senior Writer, CNET, joins John Williams to talk about Tesla “tentatively” set to begin […]

Wintrust Business Lunch
Wintrust Business Lunch 6/11/25 – Terry Savage answers your financial questions

Wintrust Business Lunch

Play Episode Listen Later Jun 11, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about long-term care insurance and what you need to know, what she thinks of President Trump’s plan to give newborns $1,000, and to answer all of your financial questions.

Business Lunch
Wealth, Work, and What Matters Most

Business Lunch

Play Episode Listen Later Jun 10, 2025 24:47


Welcome to a new episode of Business Lunch! In this episode, Ryan Deiss and I delve into the intricate dance between pursuing success and nurturing personal life. As entrepreneurs, the quest for a meaningful legacy often leads us down a path of extremes. We talk about some insights on finding equilibrium amidst the chaos of business growth, family commitments, and personal health. Whether you're scaling the heights of your career or seeking satisfaction in the simple things, this conversation offers valuable perspectives on prioritizing what truly counts.Highlights:"Be intentional about your seasons...that's important.""As long as I'm remembered by the kids, I'm good. It's such an ego thing to me." 3. "Being intentional about what you're doing...you're probably going to be okay." Timestamps:00:00 -Weather & Life's Storms02:22 -The Legacy Question05:55 -Wealth vs. Health07:20 -Entrepreneurial Extremes09:05 -Life's Balancing Act10:00 -Yearly Planning for Balance14:00 -Practical Balance Tips16:02 -Wealth's Diminishing Returns18:08 -100 Million: A Turning Point?20:50 -Legacy's Ephemeral NatureCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 6/10/25: Job feedback, networking value, work ambassadors

Wintrust Business Lunch

Play Episode Listen Later Jun 10, 2025


Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk the importance of getting feedback at work, and why networking is key when trying to get a job Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to explain why the most valuable employees of 2025 are ambassadors and anticipators. Segment 3: Carl […]

Wintrust Business Lunch
Wintrust Business Lunch 6/9/25: Top staycations, credit scores drop, clean-tech, Patterned by Nature

Wintrust Business Lunch

Play Episode Listen Later Jun 9, 2025


Segment 1: Ilyce Glink, owner of Think Glink Media and Best Money Moves, joins John Williams to talk about why Chicago is a great place for a staycation, and how low credit scores from student loan debt nonpayment has been impacting homebuying. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about a Chicago startup that helps disinfect spaces raising […]

Wintrust Business Lunch
Wintrust Business Lunch 6/6/25: Relief rally, reshoring manufacturing, small business growth

Wintrust Business Lunch

Play Episode Listen Later Jun 6, 2025


Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of […]

Wintrust Business Lunch
Wintrust Business Lunch 6/5/25: Market opportunity, Meta AI power, work surveys, Friday Night Flights

Wintrust Business Lunch

Play Episode Listen Later Jun 5, 2025


Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins John Williams to talk about the uncertainty in the market, but how uncertainty can lead to opportunity. Steven also explains why he believes its time for the Fed to cut interest rates. Segment 2: Bree Fowler, Senior Writer, CNET, joins John Williams to talk about […]

Wintrust Business Lunch
Wintrust Business Lunch 6/4/25 – Terry Savage: Uncertainty is impacting the economy

Wintrust Business Lunch

Play Episode Listen Later Jun 4, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the net return of T-bills, what you need to know about the Trump tax bill, the opposition to the bill by some members of the GOP, the weak ADP jobs report, why you need to join the digital revolution when it comes to your […]

Wintrust Business Lunch
Wintrust Business Lunch 6/3/25: How you can lower your tech bills

Wintrust Business Lunch

Play Episode Listen Later Jun 3, 2025


Longtime Chicago radio veteran Harvey Wells, Founder, Lower Tech Bills, talks to John about how he helps customers lower their internet, cell phone, and television costs. And as always, Harvey answers all of your tech questions! First, though, Harvey talks about seeing Bruce Springsteen in France where everybody was sitting down!

Wintrust Business Lunch
Wintrust Business Lunch 6/2/25: Home listings jump, IRS data, City Cruises Live, Pathos AI is Chicago's latest unicorn

Wintrust Business Lunch

Play Episode Listen Later Jun 2, 2025


Segment 1: Ilyce Glink, owner of Think Glink Media and Best Money Moves, joins John Williams to talk about the strength of the spring housing market, and to break down the data released in the IRS 2024 Data Book. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about Motorola Solutions paying $4.5B for wireless radio maker Silvus, Chicago’s latest […]

Business Lunch
Netflix's Downgrade and the Subscription Economy Apocalypse

Business Lunch

Play Episode Listen Later May 30, 2025 31:02


Welcome to Business Lunch! Join Roland and Ryan as they discuss the changing landscape of subscription businesses. This episode is a must-listen for entrepreneurs, business owners, investors, and anyone interested in understanding why the subscription model that once seemed like a golden ticket is now facing serious challenges. Learn how to adapt your business strategy in an era of subscription fatigue and changing consumer preferences.Highlights:"If you're not a utility, you're probably a nice to have.""Consumers don't love subscriptions. Businesses and investors do.""The time to value needs to be measured in minutes, if not seconds.""Shadow Subscription Revenue is the new game in town."Timestamps:00:00 - Introduction 0:01:02 - Discussing the JP Morgan Stock Recommendation0:02:55 - Amazon's Role in Online Purchasing Trust0:06:33 - Subscription Fatigue and Pandemic Impact0:11:51 - Macroeconomic Factors Affecting Subscription Value0:16:47 - Post-Subscription Economy Models0:20:27 - Result-Based Subscription Pricing0:22:34 - Advice for Struggling Subscription Businesses0:25:30 - Valuation and Recurring Revenue Insights0:27:47 - Alternative Approaches to Recurring Revenue0:28:15 - ConclusionCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 5/30/25: Economic growth, vacation rental tips, small business job creation

Wintrust Business Lunch

Play Episode Listen Later May 30, 2025


Segment 1: Paul Nolte, Senior Wealth Advisor and Market Strategist, Murphy & Sylvest, joins John to talk about the decent economic data released this week, how tariffs have been impacting the market, what we know about any trade deals, the likelihood of seeing a recession, how he’s seeing economic growth, what he’s telling his clients right […]

Wintrust Business Lunch
Wintrust Business Lunch 5/29/25: Mijo's Authentic Mexican Food in Fox Lake, Trump tariffs, Musk leaving government

Wintrust Business Lunch

Play Episode Listen Later May 29, 2025


Segment 1: Ivan Gomez, Owner, Mijo's Authentic Mexican Food, joins John Williams to talk about the history of their restaurant, how long they have been in Fox Lake, how the restaurant concept started, what you should order when you visit, and the soul of Mijo’s being the taco. Segment 2: Bree Fowler, Senior Writer, CNET, joins […]

Wintrust Business Lunch
Wintrust Business Lunch 5/28/25 – Terry Savage: The implications of AI on the economy

Wintrust Business Lunch

Play Episode Listen Later May 28, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the implications of AI on the economy, why now is time to do something about your student loans, and President Trump’s reaction to the term ‘TACO Trade.’ And as always, Terry answers your financial questions.

Business Lunch
The Accidental Viral Moment That Changed Everything

Business Lunch

Play Episode Listen Later May 27, 2025 37:35


Welcome to a new episode of Business Lunch! On today's episode, Ryan Deiss unpacks the full story behind his viral “retirement” post, a headline that unexpectedly ignited controversy, curiosity, and massive engagement. He shares the real reason behind DigitalMarketer's major pivot, the behind-the-scenes chaos of a misfired email campaign, and the strategic follow-through that turned a happy accident into one of their most successful promotions ever. If you want to learn how to harness viral attention and turn it into real revenue, this episode is a masterclass in doing exactly that.Highlights: “I'm retiring from digital marketing and taking my company down with me.”“It was a forcing function for me to finally stop doing what I always defaulted to.”“We're not training people anymore. We're training AI.”“The post was an accident. What happened after? That was strategy.”Timestamps: 00:00 From 1999 to Now: A Marketing Journey02:42 The Viral “Retirement” Post05:00 The Unexpected Reactions08:19 Why DigitalMarketer Had to Pivot12:41 Email Chaos Behind the Scenes15:00 Handling a Viral Moment in Real Time20:00 Lessons From the Comments Section24:06 What Ryan Would Do Differently Next Time7:32 The 77% Opt-in Rate Town Hall31:53 Retiring With a Final OfferCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 5/27/25: Employer power shift, Job ‘delayers,' Southwest Airlines baggage fees, Bernie's Book Bank

Wintrust Business Lunch

Play Episode Listen Later May 27, 2025


Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about about the importance of showing up for meetings, and what you can learn if you accidentally missed a scheduled appointment. Tom also tells about the recent shift of power from the employees to the employer. Segment 2: Philippe Weiss, President, Seyfarth at […]

Business Lunch
The Exit Playbook: How to Avoid Leaving Millions on the Table

Business Lunch

Play Episode Listen Later May 23, 2025 74:04


Welcome to a New Episode of Business Lunch! In this episode, Roland Frasier and Ryan Deiss dive deep into the world of mergers, acquisitions, and private equity. They share insider strategies for selling your business, from understanding platform vs. tuck-in acquisitions to negotiating multiples and avoiding common pitfalls. Whether you're a founder considering an exit, a business owner curious about private equity, or just looking to maximize your company's value, this conversation is packed with actionable insights..Highlights:"People don't buy services, they buy better versions of themselves.""You want to be the platform company, not the tuck-in acquisition.""Private equity is fishing to avoid a process, don't take the first offer.""The more you prove you can acquire and integrate, the higher your multiple."Highlights:00:00 Introduction and Setting the Scene06:05 Facilitators Appreciation and Round Table Rumble07:09 Discussion on Exits and Private Equity08:57 Understanding Private Equity Deals15:57 Negotiation Strategies and Mistakes to Avoid27:06 Preparing for a Successful Exit33:33 Maximizing Company Value for Acquisition37:37 Current Market Trends and Multiples41:27 Strategic Considerations for Selling Your Business46:09 Navigating Acquisition Offers and Due Diligence01:05:25 Connecting with Potential Buyers and Investors01:07:50 Introducing Deanna Rogers and Closing RemarksCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 5/23/25: Wayfair anniversary, EV sales, McHenry Outdoor Theater

Wintrust Business Lunch

Play Episode Listen Later May 23, 2025


Segment 1: Liza Lefkowski, Vice President of Merchandising and Stores, Wayfair, joins John Williams to talk about the 1 year anniversary of their first brick and mortar store in Wilmette! Segment 2: Joe Cicero, Director of Marketing and Promotions for the McHenry Outdoor Theater, joins John to talk about the 74th season of the theater! […]

Wintrust Business Lunch
Wintrust Business Lunch 5/22/25: Just Rite IT, Google's AI makeover, finding your purpose

Wintrust Business Lunch

Play Episode Listen Later May 22, 2025


Segment 1: Wendy Reed, Partner at Just Rite IT, joins John Williams to talk about what Just Rite IT does, how they help customers with their technology needs, the most important need for businesses right now, the typical problems they solve, how they ease the day-to-day burden for their clients, and the ways they can […]

Wintrust Business Lunch
Wintrust Business Lunch 5/21/25 – Terry Savage: Uncertainty over budget bill

Wintrust Business Lunch

Play Episode Listen Later May 21, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the market clawing its way back from drops earlier in the year, the importance of creating a financial plan from a fee-only fiduciary, and the uncertainty over President Trump’s budget bill. And as always, Terry answers all of your financial questions.

Business Lunch
Turn Your Business Expenses into Hidden Profit Machines

Business Lunch

Play Episode Listen Later May 20, 2025 24:31


Welcome to a new episode of Business Lunch! In this conversation, Roland Frasier and Ryan Deiss break down one of their favorite business strategies: using partnerships to scale without extra capital or risk. If you're an entrepreneur, founder, or marketer looking to grow your business faster (and smarter), this episode is for you. Roland and Ryan reveal how to create strategic partnerships that can exponentially increase your reach, resources, and revenue without spending a dollar more on ads or infrastructure.Highlights:“If you can't write down the offer in a sentence, it's probably not going to work.”“The best partnerships solve a need for both sides.”“Speed to implementation is everything.”“You get further when you grow together.”Timestamps:00:00 Introduction01:54 A Definition of Partnership Marketing04:40 The Difference Between Affiliate and Strategic Partnerships07:30 How to Identify the Right Partners10:45 Crafting a Compelling Partnership Offer15:10 The 9 Core Areas Where Partnerships Can Drive Growth21:03 Example: Scaling a Software Business Without Spending a Dime26:12 The Importance of Speed and Simplicity31:30 Avoiding the Most Common Pitfalls35:58 Final Advice for EntrepreneursCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 5/20/25: Credit downgrade, recession probability, Unicorn Auctions

Wintrust Business Lunch

Play Episode Listen Later May 20, 2025


Segment 1: Jack Ablin, Chief Investment Officer and Founding Partner, Cresset Capital, talks to John about the big takeaways from Moody’s credit downgrade, the trade agreement between China and the U.S., and the likelihood of a recession in 2025. Segment 2: Phil Mikhaylov, Founder / CEO, Unicorn Auctions, talks to John about their auction platform for […]

Wintrust Business Lunch
Wintrust Business Lunch 5/19/25: U.S. credit rating, Walmart and tariffs, credit card debt, Supergut

Wintrust Business Lunch

Play Episode Listen Later May 19, 2025


Segment 1: Ilyce Glink, owner of Think Glink Media and Best Money Moves, joins John Williams to talk about spring homebuying season sputtering, student loan borrowers throughout the country reporting massive credit score drops, the impact of Moody’s downgrading the credit rating of the United States, and Walmart saying price hikes may come soon because of tariffs. Segment 2: Matt Schultz, LendingTree chief […]

Wintrust Business Lunch
Wintrust Business Lunch 5/16/25: Market fear subsiding, quantum technology, Hyatt Lodge Oakbrook

Wintrust Business Lunch

Play Episode Listen Later May 16, 2025


Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins John Williams to talk about the market performance this week, the tariff fears being overblown, good economic data being released, why he’s bullish long-term, what sector he’s most interested in, why you need to diversify your portfolio, and what he expects from Fed policy […]

Business Lunch
Rich People Use AI Differently - Here's How

Business Lunch

Play Episode Listen Later May 15, 2025 44:36


Welcome to a new episode of Business Lunch! In this episode, Roland and Ryan break down how different groups exploit the power of AI, emphasizing the contrast between 'one-shot answer' users and those who have interactive conversations with the technology. Drawing insights from thought leaders like Sam Altman and Stanford professors, they discuss the effectiveness of AI when used interactively, exploring how generational and economic divides influence AI utilization. This episode is essential for anyone wanting to maximize their productivity, learning, and business potential through advanced AI practices. Highlights: "The way you use AI says more about your future than your resume." "Delegate and prioritize high-value time versus lower-value time." "Most younger users expect a multi-step interaction with AI." "Wealthy people value their time more and are comfortable delegating to AI." Timestamps:00:00 Introduction: Maximizing AI Effectiveness01:57 The Role of Executive Function in AI Utilization06:06 Statistics on AI Usage Across Generations10:08 Delegation and Time Management with AI18:07 Valuing Time: A Key to Success22:36 The Value of Delegation and Outsourcing24:08 Using AI to Save Time and Effort27:25 Prompt Chaining and Expert Consultation32:37 Ensuring AI Accuracy and Context39:12 AI as a Business Partner40:55 Engaging with AI for Personal Growth41:29 ConclusionCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Wintrust Business Lunch
Wintrust Business Lunch 5/15/25: Home affordability survey, RTO and layoffs, Clearbrook, micro-apartments

Wintrust Business Lunch

Play Episode Listen Later May 15, 2025


Segment 1: Mark Hamrick, Washington Bureau Chief and Senior Economic Analyst for Bankrate.com, talks to John about a new survey that shows nearly half of current homeowners say they have at least one regret about the purchase of their current home. Mark also offers some tips on how you can save money on your home purchase. Segment 2: Aki […]

Wintrust Business Lunch
Wintrust Business Lunch 5/14/25 – Terry Savage: Look closely at what's in your retirement account

Wintrust Business Lunch

Play Episode Listen Later May 14, 2025


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the recent stock market rebound, the importance of knowing what you own, and if she believes there will still be some disruption in the economy. Terry also answers all of your financial questions.

Wintrust Business Lunch
Wintrust Business Lunch 5/13/25: First impressions, workforce realities, new home sales

Wintrust Business Lunch

Play Episode Listen Later May 13, 2025


Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the importance of being prepared, making a good impression, and how you can separate yourself from your peers. Tom also says, ‘taking things for granted is how you get beat.’ Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to talk about […]

Wintrust Business Lunch
Wintrust Business Lunch 5/12/25: Tariff cuts, stocks rise, Rivian expansion

Wintrust Business Lunch

Play Episode Listen Later May 12, 2025


Segment 1: Ilyce Glink, owner of Think Glink Media and Best Money Moves, joins John Williams to talk about the market reaction to the Trump administration announcing tariff cuts, the fallout from the trade negotiations, and why it’s harder to get a car loan right now. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about Rivian growing its presence […]

Business Lunch
Overwhelm vs. Innovation: Finding Business Balance in the Age of AI

Business Lunch

Play Episode Listen Later May 2, 2025 22:32


Welcome to a new episode of Business Lunch! Join Roland Frasier and Ryan Diess as they dive deep into the current business landscape, exploring the surprising shift in consumer preferences towards stability, the challenges of technological innovation, and insights into market uncertainty. This episode is perfect for entrepreneurs, marketers, business owners, and anyone interested in understanding the evolving dynamics of technology, consumer behavior, and business strategy.Highlights:"Stability is becoming the new luxury.""We're experiencing the live development and evolution of AI through major competitors.""Innovation is about buying back time and sanity.""Lean into core features and enhance them as convenience enhancers."Timestamps:00:00 Introduction02:27 Discussion on Market Uncertainty and M&A Activity 05:38 The Shift Towards Stability in Consumer Preferences07:59 Challenges of Keeping Up with Technological Changes 11:16 The Overwhelming Pace of Technological Innovation13:15 Marketing Strategies in an Overwhelmed Market16:12 Addition Through Subtraction: Focusing on Consumer Benefits19:46 Simplifying Product Offerings and Reducing ComplexityCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Business Lunch
Reinventing Marketing Education through AI

Business Lunch

Play Episode Listen Later Apr 25, 2025 18:40


Welcome to a new episode of Business Lunch! Join host Roland as he sits down with Richard Lindner, president of Scalable.co and DigitalMarketer.com, to explore how AI is transforming marketing education and business strategies. This episode is perfect for entrepreneurs, marketers, and business owners looking to understand how to leverage AI tools to streamline operations, create marketing assets, and stay ahead of technological disruption.Highlights:"We are almost universally over traditional training.""How do we disrupt ourselves before someone else disrupts us?""AI is so much easier to train than a person.""We want the client to have zero learning unless they want to."Timestamps:00:00 Introduction01:23 AI Business Transformation - Digital Marketer's Approach04:38 Leads on Demand: AI-Powered Marketing Strategy09:24 Pricing and Access to AI Marketing Tools12:51 How Businesses Can Proactively Disrupt Themselves with AICONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Business Lunch
From Training Humans to Training AI: The New Marketing Revolution

Business Lunch

Play Episode Listen Later Apr 22, 2025 41:40


Welcome to a new episode of Business Lunch! In this episode, Roland Frasier sits down with Richard Lindner to discuss the evolution of Digital Marketer. Entrepreneurs, marketers, and business owners will gain invaluable insights into adapting business models, overcoming challenges, and leveraging emerging technologies like AI.Highlights:"We don't train humans anymore. We train AI to work for humans.""Define your company by the person you serve, not the product you sell.""AI is changing at the rate at which the internet changed.""If you can't buy it twice, you can't afford it."Timestamps:00:00 Introduction03:33 Professionalizing Internet Marketing07:42 Challenges with Certifications11:45 Exploring Software Development16:26 Redefining the Target Audience22:04 Licensing Intellectual Property25:37 Returning to Community and Training27:34 The Impact of AI on Marketing31:12 Key Business Transformation TakeawaysCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Business Lunch
The Business of Diplomacy: Understanding the Current Trade Wars

Business Lunch

Play Episode Listen Later Apr 18, 2025 43:53


Welcome to a new episode of Business Lunch! Join hosts Roland Frasier and Ryan Diess as they dive deep into the complex world of international trade negotiations. This episode breaks down the current tariff situation, offering invaluable negotiation insights for business owners, entrepreneurs, and anyone interested in understanding high-stakes deal-making.Highlights:"Would you rather be right, or would you rather be rich?""It's just business.""We're not here to start a trade war. We're here to get fair trade.""If you can think longer term, you're probably gonna win."Timestamps:00:46 Setting the Stage: Understanding Trade Negotiations02:19 The Calculus Behind Tariff Strategies06:45 Bringing Difficult Parties to the Negotiating Table11:33 The Importance of Credibility in Negotiations14:58 De-escalating Emotional Tensions18:50 The Art of Escalation and Brinksmanship22:53 Running the Numbers: Scenario Planning26:09 Flexible Positioning and Conditional Pullbacks29:44 Managing Internal Communication35:37 Long-Term Strategic Thinking in NegotiationsCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Business Lunch
Kicking the Hornet's Nest: Controversial Business Advice

Business Lunch

Play Episode Listen Later Apr 17, 2025 41:46


Welcome to a new episode of Business Lunch! Today, Roland Frasier and Ryan Deiss dive into a viral social media post about management strategies that sparked unexpected controversy. If you're an entrepreneur, business owner, or manager looking to understand how to handle viral content and leverage audience reactions, this episode is for you.Highlights:"Love me, hate me. Both are fine. Just pay attention in some way, shape or form.""The world is lacking people with a truly unique point of view who are willing to defend it.""If you're an entrepreneur, you are your company's best spokesperson.""Attention is what everyone wants."Timestamps:00:00 Introducing the Viral Post01:33 Ryan's Newsletter and Content Strategy03:43 Viral Reach and Initial Reactions06:12 Unpacking the Controversial Management Advice10:29 Strategies for Handling Online Criticism12:56 The Power of Standing by Your Unique Perspective17:42 Personal Reflections on Viral Content22:16 Marketing and Content Recycling Strategies27:16 Leveraging Attention and Audience Feedback35:24 Final Insights on Entrepreneurial CommunicationCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier