Podcasts about click to tweet

Play Episode Listen Later Nov 21, 2019 21:22

Des O’Neill runs a multi-million-euro turnover business called OmniPro out of Ireland. It serves accountants all over the globe in practice support, practice development, company secretarial, tax and legal, corporate finance, continuing professional development and online information products. Des is passionate about empowering accountants to deliver transformative results for their clients. Shownotes: The professional accounting associations don’t always serve their accountancy members The accounting profession is in a good place because of what’s changing in society, in business and in technology, hence the need for advice How the perception of accountants has fallen from being held up on a pedestal to a less exalted position of just another advisor An emphasis on technical expertise has diminished the power of accountants to deliver strong business advice The biggest challenge many accounting firms face is not having a vision for their future and getting strategic about their business The benefit of a proven pathway or process to develop a vision and a strategic plan for your accounting firm The power of focusing on one thing, which if done right, makes everything else easier or unnecessary The power of an inventory tracker to help busy accountants focus on what’s really important and what to stop doing The Dan Sullivan question – if we look ahead 3 years, what has to have happened for you to be happy with your progress? It’s not about the business (It’s just an enabler) but the person in the business 'The perception of #accountants has fallen from being held up on a pedestal to a less exalted position of just another advisor' says Des O'Neill @omniprodes on the #Accounting Influencers #Podcast with @therobbrown #accountex… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-2jk&text=%27The%20perception%20of%20%23accountants%20has%20fallen%20from%20being%20held%20up%20on%20a%20pedestal%20to%20a%20less%20exalted%20position%20of%20just%20another%20advisor%27%20says%20Des%20O%27Neill%20%40omniprodes%20on%20the%20%23Accounting%20Influencers%20%23Podcast%20with%20%40therobbrown%20%23accountex%E2%80%A6&via=therobbrown&related=therobbrown) (https://bdacademy.pro/wp-content/uploads/2019/11/des_o_neill.png) Des is married to Caroline and has 3 young kids, 2 dogs and 3 cats. You can call him on +353 53 910 0000 or contact him below: Des on LinkedIn (https://www.linkedin.com/in/desoneill) Des on Twitter (https://twitter.com/omniprodes) Liked your Accounting Influencers Interview with Rob Brown" target="_blank">Des on email Profit Pro Website (http://www.theprofitpro.com)

ireland neill e2 a6 rob brown click to tweet 27the

How Xero Got Big & Why Accountants Need to Sell Better

Play Episode Listen Later Nov 13, 2019 26:47

Wayne Schmidt Wayne Schmidt launched Xero in Australia back in 2009. By many people’s reckoning, he had his head in the clouds while everyone else was getting their feet wet. Wayne has since worked in executive-level roles at Xero, MYOB and Reckon and lived in the UK, AUS, China and the USA. After over 30 years of experience in the accounting industry, Wayne has just launched www.socialforgood.org to help train non-profits on how to leverage the power of social media to amply their worthy cause. He currently delivers sales mentoring to selected accounting firms across the world. Shownotes: Shout out to the podcast Business Wars on McDonalds vz BurgerKing, Nike vz Adidas, Gibson vz Fender and other epic battles The birth of Xero in Australia and how the early skirmishes with MYB and Intuitin the desktop vz cloud space How being nimble and an early adopter of social media helped Xero take on the big incumbents in Australia to become #1 Three great questions to ask yourself before you post anything on social media The three step sales and growth strategy Xero followed to become a global business Why Xero will never win America, but could be a strong number 3, which is why their switch to Asia has been so successful that Intuit have retreated Where Sage are now in the accounting software battle with Xero and Intuit Why the Sage-Salesforce union was a very bad idea Most accounting partners in firms are in their 50s which means they’re quite happy with the status quo and a compliance driven profession The whole world is compliance driven and accountants don’t know how to sell advisory, so it will only happen very slowly UK accounting firms should offshore their human resource much more Shout out to The Outsourced Accountant (TOA) for offshoring accounting capability If accounting firms want to grow rapidly, they should niche – accountants can be generalists or specialists, though one earns a lot more Niching as an accounting firm doesn’t mean giving up existing clients Why it’s crazy that partners in an accounting firm have to do the hunting and selling, when they’ve never really had formal sales training Accountants – treat sales as a process vz a relationship, because relationships take too long before people actually buy There’s a big difference between word of mouth and referrals for accountants, and one is much better than the other Why accountants should have sales targets and sales budgets Accountant discovery meetings are generally not run well but are great business advisory conversations How many software vendors indulge in ‘lazy sales’ which is asking questions that can be answered by their website If accountants want to be successful in business advisory, they need to be able to question and sell Everybody can sell and everybody sells – just think of your last interview or date Shout out to B1G1 and what it takes to leave a legacy by giving back to have an impact Accounting firms who have let their bookkeeping go have made a big mistake and should bring it back Shout outs to Fathom, Practice Ignition and Spotlight Reporting Many app vendors use accountants as a route to market rather than educating them. 'The whole accounting world is compliance driven and #accountants don't know how to sell advisory, so change will only happen very slowly' says @wayne_schmidt on the #Accounting Influencers #Podcast with @therobbrown… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-2mC&text=%27The%20%20whole%20accounting%20world%20is%20compliance%20driven%20and%20%23accountants%20don%27t%20know%20how%20to%20sell%20advisory%2C%20so%20change%20will%20only%20happen%20very%20slowly%27%20says%20%40wayne_schmidt%20on%20the%20%23Accounting%20Influencers%20%23Podcast%20with%20%40therobbrown%E2%80%A6&via=therobbrown&related=therobbrown)...

australia china america united states mcdonalds fathom united kingdom fender xero 2c burger king adidas e2 a6 intuit myob click to tweet practice ignition reckon b1g1 business wars my b 27the

Beyond Training – Building High Performing Accounting Firms

learning performance head fellow royal society united kingdom thomson reuters chief learning officer click to tweet

Play Episode Listen Later Nov 7, 2019 25:10

Charles Jennings Charles Jennings is a leading thinker and practitioner in innovative organisational performance improvement. He is particularly well known for his work with the [70:20:10] model, based on research that learning occurs as part of daily work and not through formal training. He has spent the past 45 years helping people and organisations make measurable improvements to their performance. Charles is a business school professor, Head of the UK national centre for networked learning and Chief Learning Officer for global companies. He also advises on boards for international learning, performance and business bodies. He is a Fellow of the Royal Society for Arts (FRSA) and a Fellow of the Learning & Performance Institute (FLPI). Shownotes: Training alone is never enough to produce high performance in any field, particularly accountancy How the 70-70-10 model stopped Thomson Reuters from going under 70% of learning and development in an accounting firm is comes from experience, practice and reflection 20% of learning and development in an accounting firm comes from coaching, mentoring, support from peers and managers around and above us 10% of learning and development in an accounting firm comes from formal training, perhaps classroom or online based High performing accounting firms are those with agility that can respond rapidly to changes and can outperform others High performers out perform their peers in accountancy not by one or two times, but by multiples Many accounting firms see learning that happens to individuals, but it’s actually cultures and companies that shape learning Nobody in accounting achieves their learning or commercial objectives alone For many leaders, learning means schooling and measuring what’s been learned rather than performance How coachable and malleable are technically smart accountants compared to professionals in other industries? How good leadership and an understanding of learning and performance in Thomson Reuters more than doubled their stock price Every accounting manager has two responsibilities – operational excellence AND people development Managers who abdicate people development to HR or L&D will never see high performance in their team Bringing people into a room for face to face training can be very impactful to change behaviours and mindset Three brilliant post-training coaching questions to deepen learning and enhance behavioural change in accounting firms The definition of learning is behaviour change so training and learning needs to measure that The more identical the environment to the training, the more effective it is Transfer of skills and people’s performance in a learning environment doesn’t always transfer back into the workplace There is a lot more to coaching and mentoring in a professional firm than the standard approaches if you want high or exemplary performers It takes some time to develop coaching techniques and empathy but anyone can improve their coaching skills Warning for partners and leaders in accounting firms – giving advice from your own experience with those you coach is the 14th most effective way to improve others The vital role of ‘performance support’ with learning close to the point of application to be more effective Even though most people want to do a good job at work, there are things inhibiting them to perform at an optimum level No organisation performs at an optimal level – there is always a lot of head room. 'How coachable and malleable are technically smart #accountants compared to professionals in other industries?' Performance expert @charlesjennings answers on the #Accounting Influencers #Podcast with @therobbrown… Click To Tweet...

Blunt Advice for Accountants Who Want to Make a Difference

Play Episode Listen Later Oct 31, 2019 23:32

Paul Davis Paul Davis is an award-winning business and executive mentor, speaker, trainer, author of several international best-selling books, and creator of The Impact Code and The Executive Code. He has earned a reputation as a game changer and a secret weapon when it comes to the measurable and permanent positive change that has been experienced by the countless business leaders he has worked with. Having originally trained as a management accountant, Paul has since transformed several pan-industry enterprises into multi-million Euro successes. Shownotes: Compliance for accountants is becoming a smaller proportion of accounting firm income Accountants have NOT been listening over the years, both to what their client are wanting and what the market is driving Clients see little value in compliance, which is why it’s becoming a commodity Many accounting firms are unable or unwilling to give their clients the direction and advice they need Most accounting websites have the same buzz words – integrity, honesty, professionalism, reliability, so where is the differentiation? Most accountants have lied, bent the rules, committed things if they answer honestly The vast majority of accounting firms have not changed over the years and are not open to changing A picture of what will happen to accounting firms who cannot or refuse to change and really listen to their clients and their own staff The younger accountants coming through to replace the older generation are more empathetic and ask better questions of clients One possible reason why accountants don’t listen and ask good questions if clients is that they’re supposed to have all the answers Dashboards, graphs and charts are easy for accountants to produce, but this is not what business ownrs are looking for Most accountants are doing well from a revenue and profitability point of view but are not thinking long term and will suffer in coming years What separates the good accounting firms from the great ones Commercially minded accountants are few and far between, and many are not open to this coachable skill The difference between the good and great accountants is offering strategic advice Why accountants should not SImon Sinek’s ‘start with your why’ as that’s not why clients buy from you Values are completely misunderstood in all companies – accountants should properly use them for better impact and differentiation A business cannot have a set of values – it’s an inanimate object and not a human being Values are better phrased as priorities or philosophy when it comes to representing your accounting firm Almost all accounting firms are seeing huge downward pressure on fees and a huge increase in salaries, and economics says these two lines will cross Accountants are a 6 or 7 out of 10 when it comes to time management and productivity Accountants can put all manner of new business systems and processes in place, but if they don’t change human behaviour, they won’t succeed Very few business coaches and consultants who serve accountants do not invest in learning and so dish out the same information and methods. 'Almost all #accounting firms face huge downward pressure on fees and a huge increase in salaries, and economics says these two lines will cross and firms will suffer' says Paul Davis on the #Accounting Influencers #Podcast with… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-2fh&text=%27Almost%20all%20%23accounting%20firms%20face%20huge%20downward%20pressure%20on%20fees%20and%20a%20huge%20increase%20in%20salaries%2C%20and%20economics%20says%20these%20two%20lines%20will%20cross%20and%20firms%20will%20suffer%27%20says%20Paul%20Davis%20on%20the%20%23Accounting%20Influencers%20%23Podcast%20with%E2%80%A6&via=therobbrown&related=therobbrown) (https://bdacademy.pro/wp-content/uploads/2019/10/paul_davis.png) Paul is an

euro 2c paul davis e2 a6 simon sinek click to tweet

From Accounting Firm Owner to Practice Ignition Founder…

Play Episode Listen Later Oct 24, 2019 22:14

Guy Pearson Guy Pearson is the CEO & Founder of accounting onboarding platform Practice Ignition. His mission is to turn it into the single point of collaboration for small business owners and their advisors. He is an entrepreneurial accountant that is passionate on removing bottlenecks from business processes in order to achieve scalability. Prior to Practice Ignition, Guy started (and still sits on the board of) one of the world’s first cloud accounting practices – Interactive Accounting. Doubling down on the change in the industry, he also invests into the technology around the industry with 10+ angel investments. Shownotes: How the global onboarding software platform Practice Ignition came about A great elevator pitch technique for answering ‘what do you do?’with something like accounting software A global perspective on what kind of shape the accounting profession is in internationally Two big drivers for the accounting profession are in real time banking and online taxes Examples of how countries like China and Brazil log and serialise all B2B revenue We’re at the tip of the iceberg with AI and ML because of the need for structured data We’re close to the movie ‘Short Circuit’ than ‘I-Robot’ or ‘Terminator’ when it comes to what AI is doing in accounting Tech is more of an evolution than a revolution in the accounting world Nobody cares about or values repetitive processes or transaction efforts – they value the outputs of those The easiest way to measure ROI on taking your whole 50 strong team to Bali for a working holiday The role of staff retention and engagement in providing a rich source of quality new employees How the power of a USP or niche positioning makes a good accounting firm great The one drawback for an accounting firms that just sticks to compliance work and tax Why it’s hard for accounting firms to differentiate themselves What makes the good accountants great in today’s business world Good accounting firm bosses put in the right systems, training, clients and processes to make their people run 10% faster every month The big misconception between art, science and pricing in accounting firms The difference between fixed and value pricing for accountants Advisory for accountants is where there are more needs of clients that are not being serviced beyond compliance If accountants help their clients grow, then the amount of compliance work will also grow Numbers are great but numbers without context are useless How funding changed the game for Practice Ignition and what it allowed them to do What shapes decisions like bringing in experienced leaders without ego to drive a company forward Funding and extra resource should be more for innovation than to merely increase efficiency Skunkworks is the ability to take a problem and put resource towards solving it The pain of early start up funding, borrowing from family etc – Practice Ignition went through the familiar entrepreneurial journey Shout out to Michael Wood, co-founder of Receipt Bank for playing a part in the Practice Ignition success What it might take to bring on 130 people in your company over the next 15 months – almost 10 new hires a month The tech entrepreneur’s journey is not always glam and exotic – it’s often a life on the road What’s coming up for the accounting world now that we’ve moved to the cloud What Guy Pearson plans to be doing in five years from now…. 'We're closer to the movie 'Short Circuit' than 'I-Robot' or 'Terminator' when it comes to what AI is doing in accounting' says @guy_pearson on the #Accounting Influencers #Podcast with @therobbrown https://wp.me/p9RNgp-25A #accountex… Click To Tweet...

china ceo brazil founder roi ai terminator guy bali doubling ml show notes how short circuit usp irobot michael wood click to tweet practice ignition receipt bank

Designing Your Life Around What You Want with Crystal McDonough

Play Episode Listen Later Oct 10, 2019 39:46

Too many people go to work every day because that’s what they think they’re supposed to do. Perhaps they have this dream that they’d love to pursue something else. Maybe they’d like to start their own firm or their own business, but they’re not sure how to do it. If you’re in that kind of dilemma, McDonough Law (https://mcdonoughlawllc.com/) and she has designed a fairly unique lifestyle as an entrepreneur, a business owner, and a lawyer. Today, she shares what her normal day looks like and how she manages it. — Watch the episode: Listen to the podcast: Designing Your Life Around What You Want with Crystal McDonough We have Crystal McDonough. She is the Founder and Owner of (https://mcdonoughlawllc.com/) . They do business law, energy, natural resources and utilities. They serve Colorado, Wyoming, Nebraska, Montana, Idaho, California and Florida. Crystal, welcome to the show. Thank you. Tell us a little bit about your business and who you serve. We serve clients who are looking for attorneys who can help navigate them through some of their tough legal issues, whether it’s business, natural resources, energy or even trusts and estates. We help our clients navigate those issues. We come up with a plan to walk them through that and then we implement that plan to help them find as much success as they can with their situations. You and I go back a little way. We’ve talked off and on for quite some time and this is not your straight-out of college first pursuit. You’ve been an entrepreneur and a business owner for many years before you pursued your law degree. Let’s dig in a little bit to the backstory. I got my first taste in business when I was seven years old. I made inventions out of trash in our trash can, wrapped it in tin foil and went door to door selling my inventions to our neighbors for a quarter. I came home with a pocket full of change, I felt pretty good about myself. Later on in high school, I started a piano studio. I had been studying piano for a lot of years and my piano teachers said, “I think you’re ready to start teaching.” I opened up a studio, and I taught music for a lot of years. What booming metropolis was it done? If you're in law, you have to have a passion to help people. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fdesigning-your-life-around-what-you-want-with-crystal-mcdonough%2F&text=If%20you%27re%20in%20law%2C%20you%20have%20to%20have%20a%20passion%20to%20help%20people.&related) This was in Grand Lake, Colorado, a little bitty mountain town if you’re familiar with it. I went from there. When I was in high school, I discovered that there was not a swim program for our community for all the kids. I coordinated with our local country club and the community center. I went and learned how to be a swim instructor. I took all the courses through the Red Cross. I developed and implemented a huge program that they ran for several years through the program. I taught all the lessons, I ran the program and I coordinated everything. I got my real first taste in how to run and manage things and take something from the ground up, solve the problem, put a plan together and find some success with that. There were a lot of kids that came through our program. It was fun, then I went to college. What did you study in college? I studied Piano Performance. That was my first love. Then, I met my husband and fell in love with him. We got married and went on to continue with other areas of business. We had a small construction business for a while. I maintained my piano studio because I loved teaching. We had a few other small businesses that we ran, but I always loved education. I always loved the learning. I was forever a student. I was always taking classes, and I ended up with a lot...

watch california colorado founder nebraska idaho montana owner wyoming 2c 2f red cross piano performance click to tweet grand lake

Does Accounting Have a Problem with Gender Equality?

women amazon finance accounting click to tweet icaew

Play Episode Listen Later Aug 29, 2019 21:41

Della Hudson Della Hudson is the author of ‘The Numbers Business; how to grow a successful cloud accountancy practice’ which is not just an Amazon bestseller but went on to win the specialist book category in the 2019 Business Book Awards. She is the former owner of Hudson Accountants which she started from her kitchen table, grew and sold in 2017. Her team at Hudson Accountants were all part time from 10 to 30 hours per week. Della now enjoys helping other accountants and bookkeepers to do better business (however they define that) by speaking, writing and coaching them over the different hurdles in their business life cycle. This year alone has seen her listed in the Practice Ignition Top 50 Women in Accounting, the Accountancy Age top 50 Women in Finance and consistently in the top 10 of the Avalara Accounting Top 100. Shownotes: Many accountants are resistance to change and not as coachable as the should be How she became an advocate for women in accounting Women in accounting and women influencer lists provide role models for professional women Why women don’t rise to leadership positions in accounting as much as they should and could do There are are many reasons employees may seek part time work – it’s not just family The intake of women in accountancy is 50% but at management and partnership levels, this drops to 25% Women make sacrifices to be there for their children, many of which are around their career The value of influencer lists, particularly for women in accounting A meritocracy exists in that women in accounting and finance can progress on merit, but they do need to be able to put themselves forward How girls outperform boys in schools but something changes in the workplace How male champions of female causes can sometimes help the progression of women in work What ‘stepping up’ involves for women in accounting How women can build their network and profile better using social media Offering flexible working is not easy or acceptable for some employers, which restricts career opportunities for women How not offering part time work to women can result in greater competition to your accounting firm Having a more diverse accounting workforce makes you more attractive to more diverse clients Positive discrimination in accounting recruitment is patronising but needed in the short term until equality becomes the norm Is accounting as a profession failing women? Good women in accounting are disadvantaged in ways that good man are not Obvious but having children impacts women in their career more than men Accounting initiatives from ICAEW to make it easier for women to return to work after childcare Why should an accountant have to work full time? If you work hard and have talent, there should be no barriers in any profession There is less active prejudice against women in the accounting workplace, though it is still present Flexible working is not just about parenting – there are other reasons for not wanting full time work Tips for women who want to step up in accounting and be a better role model What’s so difficult for accounting firms to offer remote of flexible working – you either trust your people or you don’t? 'What's so difficult for accounting firms to offer remote of flexible working - you either trust your people or you don't?' asks @DellaHudsonFCA with @therobbrown on the #Accounting Influencers #Podcast #accountants #accountex… Click To Tweet...

45. Guest Lee Wilkof: From Little Shop Of Horrors, Max Headroom, to Hart To Hart, Marvelous Mrs. Maisel and beyond!

Full Cast And Crew

Play Episode Listen Later Aug 15, 2019 116:52

In this special episode of the Full Cast And Crew Podcast, we interview Lee Wilkof, an actor and director whose career on stage and screen has spanned more than 42 years. He graduated from the University of Cincinnati in 1972 and has more than 101 IMDB credits as an (and counting) and has garnered Obie and Drama Desk Awards and a Tony nomination on Broadway. Lee is a charming and self-effacing guy who we were thrilled to nerd out with about his journey through Show Business and his great anecdotes about so many of the people he's worked with over the years. One of our favorite episodes to date on the podcast and a special chance to go behind the scenes of 40 years of stage and screen history, filled with great advice for actors and human beings. In this episode (as a thunderstorm briefly rages dramatically outside the FCAC studio) Lee shares with Chris and Jason stories about: The origins of Lee's directorial debut/cautionary tale of the acting life 'No Pay, Nudity' (13:40), the vibe and characters hanging around the old Actor's Equity Lounge (14:40), meeting Nathan Lane as young actors in NYC in 1972 (16:50), a clip from 'No Pay, Nudity' featuring Nathan Lane and Jon Michael Hill ('Eastbound & Down', 'Elementary') (25:00), some George R.R. Martin stories (30:45), 'Silence Of The Lambs' co-star Ted Levine (34:15), Loudon Wainwright III playing a character loosely based on Stephen Sondheim (42:20), Joel Higgins and 'Silver Spoons' (47:25), inadvertently insulting James Lapine and 'Into The Woods' and then making up for it with a self-effacing letter (49:22), Jeff Perry as Mr. Katimski in 'My So-Called Life' and presence in the Columbo Cinematic Universe (55:20), National Lampoon's 'Disco Beaver From Outer Space' (57:25), Influential show 'The Present Tense' and Roger Ailes trying to manage a young Lee Wilkof, who got as six-paragraph rave review, and Obie and a Drama Desk noms (59:16), Getting cast in the 'Animal House' tv spinoff 'Delta House' and being told to "town it down" (01:02:48), Dressing room 'Hart To Hart' chats with Natalie Wood and RJ Wagner while Stephanie Powers was not warming to Lee on-set (01:04:00), Lee's 'The Gong Show' appearance and getting gonged by JP Morgan while a struggling actor in LA and waiting for his big break and getting two pilot offers in one day (01:08:14), Bob Newhart reportedly not being thrilled with Lee as agent Elliot Gabler on 'Newhart' (01:14:08), working with Madeline Kahn (01:17:05), a 'Hunter' (Fred Dryer, Stepfanie Kramer) clip featuring Lee (01:18:23), Lee on the difference b/t guesting and being a regular on a TV series (01:21:57), working closely with Tim Blake Nelson ('O Brother Where Art Thou', 'The Ballad Of Buster Scruggs') (01:23:44), doing 'Ally McBeal' and a falling-out with David E. Kelley story (01:24:15), being a series regular on the iconic 'Max Headroom' ABC series (01:25:55), Steven Bochco's 'Cop Rock' and Lee convincing the director he didn't blow a take (01:28:45), doing 'Beverly Hills Buntz' (01:35:17), Lee tells us what he'd watch on tv in our 'Latch Key TV' segment (01:38:59), having Thanksgiving dinner with Gary Oldman and Dennis Hopper but not M. Emmett Walsh, sadly, on the set of Mick Jackson's 'Chattahoochee' (01:42:10), meeting Cary Grant in 1985 (01:45:00), Watching "Ghoulardi" as a kid growing up in Cleveland (01:49:20), On not being cast in the movie version of 'Little Shop Of Horrors' (01:51:00). Connect with Lee online: @leewilkof on Instagram Check Out Lee's IMDB Page: https://www.imdb.com/name/nm0929502/ Watch Lee's Directorial Debut 'No Pay, Nudity': https://www.amazon.com/No-Pay-Nudity-Francis-Conroy/dp/B01MQU3H9M The 'Hart To Hart' Stanley Friesen Comp Reel we play in this episode: https://www.youtube.com/watch?v=MecYgXiEfaY Chuckler Comedy on Facebook. Share this podcast with your Twitter followers using this Click To Tweet link: https://ctt.ac/0dtX3+ Subscribe to the podcast.

What’s Really Happening in Today’s World of Accounting

e2 a6 accountants click to tweet accountingweb

Play Episode Listen Later Jul 25, 2019 22:54

Mark Lee Mark Lee is a chartered accountant who spends much of his time researching, writing and speaking about what accountants need to do to survive, evolve and thrive into the future. During his career in practice he worked for all sizes of practice and was a partner at two top firms. In 2006, Mark moved from practice work to focus on those elements of his career that he most enjoyed – speaking, writing and mentoring. Now, as well as being a popular speaker at accounting conferences Mark is also a frequent blogger and contributor to various accounting journals, websites and Linkedin. His practice-focused articles for AccountingWeb, have been viewed over one million times. Shownotes: Why it’s hard to define what shape the accounting profession is in right now, because it’s not one group What young people want now in the accounting profession is different to days gone by What makes a good accounting firm great is the same the small and large firms – it’s about looking after clients despite the rapid pace of change in accounting, it hasn’t predominantly affected the service that clients want from their accountant The accounting client doesn’t care how quickly or slowly the work gets done providing it is done on time There is a fundamental reason why people use accountants, and that’s because of a legal obligation to be compliant What accountants need to do to advance in the accounting profession (it’s not about technical skills) The biggest challenge that virtually all accounting firms are facing is recruiting enough of the right people Many accounting firms recruit for technical skills but they must train key business skills beyond the CV The mistakes accounting firms make when training their staff and partners Why training business skills in accounting firms needs ongoing coaching to make it stick Accountants will find it hard to progress in their career without a broad range of business skills beyond their technical expertise The three timeframes and accounting futurist works on, and the point beyond which making any predictions is just wild speculation Over the next five years, accountants will be competing with external management consultants, business coaches and mentors and better skilled accountants The AI in accounting software will mean that many start-up businesses actually don’t need an accountant in the early stages With client churn, accountants increasingly need to develop the skills to replace them and win more business Why much of the current M&A activity in the accounting market will not be successful The accounting profession advances because of what clients want and not because of what suppliers think they want Why there is limited appetite for accounting firms to change, particularly at the top What the best accounting firms will have to do to future proof The slow demise of the generalist accountant who is not prepared to specialise or focus Key business skills are robot proof and must be developed if accountants are going to survive and thrive the coming years of disruption '#Accountants will find it hard to progress in their career without a broad range of business skills beyond their technical expertise' says #accounting futurist @bookmarklee on the Accounting Influencers Podcast #accountex #advisory… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-1pB&text=%27%23Accountants%20will%20find%20it%20hard%20to%20progress%20in%20their%20career%20without%20a%20broad%20range%20of%20business%20skills%20beyond%20their%20technical%20expertise%27%20says%20%23accounting%20futurist%20%40bookmarklee%20on%20the%20Accounting%20Influencers%20Podcast%20%23accountex%20%23advisory%E2%80%A6&via=therobbrown&related=therobbrown) (https://bdacademy.pro/wp-content/uploads/2019/07/mark_lee.png) Mark was once described by Accountancy Age magazine as “probably the most...

Interview with Kyle T Kadish: Controlling Your Taxes

3X Value Growth

Play Episode Listen Later Jul 2, 2019 9:32

Kyle T Kadish is the President of Advantage Wealth Solutions – a company that utilizes strategies within the tax code and investment opportunities across all capital markets helping investors maintain wealth and enhance investment portfolios. Since 2004, Kyle T Kadish has worked with investors to take advantage of investment opportunities across all markets. His focus has been introducing investors to strategies, securities, and investment structures to enhance their portfolios. With a focus on the Internal Revenue Code, he structures transactions and utilizes investments that allow taxpayers to keep more of what they have created and built – deferring, mitigating, and reducing tax liabilities In this episode, Kyle Kadish of Advantage Wealth Solutions is here to fill us in on some of it. Through real estate and some amazing tax laws, investors are able to make world-changing improvements for themselves. “Business owners have been paying taxes the payroll taxes property taxes, profitability taxes, depending on which state they were in. And upon exit. They don’t want to give up more of that value that they’ve created over the life of that business.” – Kyle Kadish Why you have to check out today’s podcast: Learn how to get your business taxes under control Discover ways to tackle common tax tribulations that continue to fluster small-business owners Learn the tax implications when you are exiting a business. Learn More about the 3X Value Growth Model Go to www.3xvaluegrowth.com/model Episode Takeaways: Ways to Control Tax Tribulations and Control Your Taxes Start early, keep good books. Pay attention to deductibles and business expenses. Ask for professional help. Resources|Links For FREE tax savings analysis on a commercial or investment property, or a stock or a business you own, please visit and complete the form at www.mydstplan.com/ktkadish Full Interview Transcript Kerri Salls: Hello everyone. Welcome to another edition of the 3X Value Growth Podcast. My name is Kerri Salls coming to you as always from New Hampshire. Kerri Salls: My piece of New Hampshire trivia for this episode is that Alan Bartlett Shepard,Jr, the first American to travel in space is from Derry, New Hampshire-my town. I’m joined today by Kyle Kadish of Advantage Wealth Solutions. First very much welcome, Kyle. Kyle T Kadish: Thank you very much, Kerri. Glad I could be here today. Kerri Salls: I am so glad you are really. I know how busy your schedule is and just finding time to make this happen. I really appreciate you finding the time where you are so much in demand. I feel we’re really fortunate to have you here for this interview. Thank you again. Kerri Salls: And so everyone else appreciates what you bring to the table, Kyle. I just wanted to tell them that since 2004, Kyle has worked with investors to take advantage of investment opportunities across all markets. His focus has been introducing investors to strategies, securities, and investment structures to enhance their portfolios. Kerri Salls: With a focus on the Internal Revenue Code. He structures transactions and utilizes investments that allow taxpayers to keep more of what they’ve created and built. Deferring mitigating and reducing tax liabilities. Kerri Salls: So I think it’s perfect that your title for our seven-minute interview today is ‘Controlling Your Taxes’. Very, very nice and we’re gonna do that in just seven minutes, right? Kyle T Kadish: Well we certainly are. But I got to say whenever I’m hosting a continuing education session, bring up the idea of taxes I need to lock the room just so people stay, and pay attention. Kerri Salls: Well, we want them excited not fearful. So, we’ll work on that. Definitely. So we’re going to get started. And the first question is who’s your ideal client? Kyle T Kadish: Yeah it could be very general and broad just to say anyone that has a near-term liquidity event. But more in particular Kerri, it comes down with anyone that has the tax liability being created from that event. Business owners real estate investors are the two areas where most of my clients are in. Kyle T Kadish: When it comes down to the business owner it’s really looking for someone who’s maybe selling in the next six months or so. And with a mid-market valuation, the company somewhere between 4 and 9 million dollars is where we can provide the most efficiency of the tax code. When it comes down to the business owner it's really looking for someone who's maybe selling in the next six months or so. - @ktkadish CLICK TO TWEET Kyle T Kadish: However, what we’re it really makes sense could be anyone who has $250,000 or more generating tax liabilities for the amount of sale of an asset. Kerri Salls: So you’re telling me that they need to speak to you at least six months before a transaction would occur. Not necessarily six months I would say, we can conduct transactions in much less time. I think that provides all parties enough review enough of a review period. We don’t really need to be working with anyone longer than that timeframe. Because they’re working with other professionals to build their enterprise. Kerri Salls: So number 2, what problem are you solving for these business owners and individuals? Kyle T Kadish: Yeah it really comes down to the taxation upon the sale. We’re helping them retain more of the pre-tax dollars that can be utilized post-sale. It really comes down to the taxation upon the sale. We're helping them retain more of the pre-tax dollars that can be utilized post-sale.- @ktkadish CLICK TO TWEET Kyle T Kadish: Again I mentioned business owners and real estate. But it could even work for individuals who are selling collectibles. We really work on the… as I said earlier the mid-market business owner. But for a lot of those individuals, they will also maybe own a vacation home or investment property and we can actually help consolidate those assets on a pre-tax basis after the sale, too. Kerri Salls: Okay. Well, we’re two and a half minutes in number three what are the typical symptoms that you see that people are experiencing or that they start talking about that made you laugh. Kyle T Kadish: Yeah. I think we all know and understand that we have an obligation to pay some taxes but many individuals I speak with Kerry feel they pay too much. Or it’s not necessarily their decision as to how much they pay. Kyle T Kadish: So business owners have been paying taxes the payroll taxes property taxes, profitability taxes, depending on which state they were in. And upon exit. They don’t want to give up more of that value that they’ve created over the life of that business. Sometimes upon the sale, the markup could be 40- 50 % just because the seller has a net number. We’re also not able to help them keep more of that gross but maybe even they can take a little less than they would want to market because we’re going to have greater use of that capital. So the company becomes more marketable. Kerri Salls: But I also think I just heard you say that they could take a little bit less because they won’t be giving away extra to Uncle Sam. Kyle T Kadish: Correct whether it’s Uncle Sam or their own state taxes. The states as well that they might be subject to. Correct. So we’re not avoiding taxes in any way rather it’s structuring when you pay the taxes and how much you pay. Kerri Salls: Got it. So onto question number 4 what do you see are the most common mistakes that people are making when they try to solve this on their own? Kyle T Kadish: Yeah! It really comes down to they don’t know what they don’t know. Not faulting anyone at all or placing blame here. But a lot of the professionals they might be working with let’s just use an accountant for example if an accounting practices 150 households, how many of them in any given year will be going through a liquidity event? Kyle T Kadish: It’s a de minimis number. So you might be the only client going through this situation. So it’s not something necessarily the accountants focus on. What we’re able to do is make the accountant more of a scorekeeper or maker instead of a scorekeeper. Also with business brokers, we can make them more honest in the sale. Because we’re closer to that true value of what the client will have after the sale. Kerri Salls: Then, question 5, what is one valuable free resource (VFR) that audience members can implement right now to start solving the problem? Kyle T Kadish: Well, As they continue to work with you and other great professionals and advisors like Doug and Jason, they do have an idea in mind of what their exit will be. They should be working with their accountant and financial advisor now to start harvesting the losses from other parts of their portfolio which can be carried forward to offset that gain. Kyle T Kadish: Just a little on capital markets and the stock, let’s just say the S&P 500, historically 30-40 of the names in the S&P have been negative each on any given year. So you could sell those stocks and carry forward those losses until a point in time to offset gains. Kerri Salls: That’s perfect. Therefore my next question for you is what is one valuable free resource you can direct people to that will further help with that problem. Where can they go to get more from you? Kyle T Kadish: Yes certainly. Through our websites myDSTplan.com/ktkadish it’s posted attached to the description of this podcast. But that’s where we just begin the conversation. As I mentioned earlier every situation is different and we want to begin having that conversation to see if this actually makes sense for the business owner or real estate investor. I will also add that there is no charge or any fee until the transaction actually happens. My last question is what’s the one question I should be asking you that would give great value to our listeners and then tell us the answer too, please. Kyle T Kadish: Yes sure. Kerri this comes up all the time when I’m having conversations with those business owners or the real estate investors, why haven’t I heard this before? And I can’t answer that. But I can say that it’s been codified in the Internal Revenue Code for over 90 years. My colleagues and partners I work with have been focused on this for a quarter century and it’s been proven and tested by the IRS. Thousands of transactions and billions of dollars that were allowing those tires to continue making productive use of a pre-tax basis. Why haven't I heard this before?-@ktkadish CLICK TO TWEET Kerri Salls: That’s huge. Definitely. Kerri Salls: Thank you so much. I really appreciate your time today. It’s been a pleasure to have Kyle Kadish here on the 3X Value Growth Podcast, Kyle. Kyle T Kadish: Kerri, thank you for having me and listeners thank you for tuning in. Kerri Salls: Thanks for checking out the 3X Value Growth Podcast if you like what we’re doing here. Head over items and subscribe leave us a review or rate us. It’s very much appreciated. And if you’d like to learn more about the 3X Value Growth Model go to www.3xvaluegrowth.com/model for the PDF. Connect with Kyle T Kadish www.advantagewealthsolutions.com Email Linkedin Enjoyed the Podcast? Please subscribe on iTunes for updates

discover business american head president pdf new hampshire thousands uncle sam irs learn more correct derry enjoyed internal revenue code s p click to tweet podcast please deferring vfr

Leadership Insights from a Top 20 Accounting Firm CEO

Play Episode Listen Later Jun 6, 2019 32:43

Nilesh Shah Nilesh Shah has over the years specialised in international tax with a focus on US based clients whom he has advised on expanding their international footprint. His clients have ranged from large household names to tech start-ups. He took over as Chief Executive of Blick Rothenberg in February 2017. Nilesh has considerable experience in M&A, both on behalf of clients and Blick Rothenberg having been heavily involved in our acquisitions since he took over as Chief Executive. He also sits on the Board of our parent company, Cogital Group as well as our international association, BKR. Shownotes: The benefits ot training and moving up the ladder from a small accounting firm Blick Rothenberg has trebled in size over almost 3 years (200 people to 520 people) with zero change in their culture, values and ethos The secret to growth is keeping things as simple as possible, no matter what size you get The Blick Rothenberg culture revolves around people – happy people means happy clients Insights on being private equity owned and driving growth through acquisitions The key difference between small, mid-tier and large accounting firms from somebody who has worked in all three The grass roots approach to modernising and driving change in an accounting firm What an open accounting firm culture means when sharing information, numbers, vision and strategies Doubts about how sustainable the partnership model will be for accounting firms down the line What it takes to be promotable in an accounting firm like Blick Rothenberg Who has it right, the older parents who gave up family time to work and build a career, or younger parents who flip this? The challenges of succession, and why it motivates some accounting firms to sell because they have no natural exit Why the accounting profession is in a confused state currently with the technological change happening For accounting firms, a client’s perceptions of value doesn’t change, even if costs go up, which means greater efficiency is needed The best accounting firms and brands fulfil a promise and do what they way they do on their website and in their values The accounting profession is no different to any other service business like hotels, airlines or banks Accounting clients still have not got used to ‘self help’ and DIY for a lot of basic things, and so still call their accountant The service element is for accounting clients is not just around the personal touch but the whole experience of interaction with the firm Growth in accounting firms comes from finding and hiring the right talent with commercial acumen Younger partners in accounting firms are less driven by equity and longevity, but instead by personal satisfaction and achievement The value of belonging to an international accounting network to serve clients with global interests The ways in which accounting firms win work have changed over the years Commercial acumen can be coached and trained, although some people have it naturally The most frustrating accounting professionals are those who have no ambition to change or take risks. ' It's important to like the people you work with if you want to get things done in a progressive accounting firm' says Nilesh Shah CEO of @BlickRothenberg on the #Accounting Influencers #Podcast #accountants #accountex… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-10x&text=%27It%27s%20important%20to%20like%20the%20people%20you%20work%20with%20if%20you%20want%20to%20get%20things%20done%20in%20a%20progressive%20accounting%20firm%27%20says%20Nilesh%20Shah%20CEO%20of%20%40BlickRothenberg%20on%20the%20%23Accounting%20Influencers%20%23Podcast%20%23accountants%20%23accountex%E2%80%A6&via=therobbrown&related=therobbrown) In his spare time Nilesh enjoys travelling, playing golf, watching most sports and supports...

diy board chief executive e2 a6 click to tweet nilesh bkr

The Role Accountants Play in the World of E-Commerce

Play Episode Listen Later May 30, 2019 26:56

Ali Miller Alan Wilson is the CEO and founder of Expandly – an eCommerce SaaS solution that is helping accountants across the globe. An entrepreneur in all sense of the word, Alan spends much of his spare time helping out other budding businesses – advising on pitches and investment at accelerator programs including Natwest and Barclays. Ali Miller is Expandly’s sales director and was one of the first employees at Xero UK. After months of pestering (and bordering stalking) Ali finally succumbed to Alan’s plan that he join the Expandly team (and its foosball table league) as sales director. The rest, they say, is history. Shownotes: The accounting profession is transforming, with almost every business being a digital business How the ‘big three’ of Xero, Sage and QUickbooks are helping to drive the digital evolution MTD is a once in a lifetime opportunity to get everyone online Expandly gives e-commerce sellers the ability to sell on multiple channels no matter what they’re size and get live reporting E-commerce is remote selling and is a lot more than just Amazon and ebay (https://bdacademy.pro/wp-content/uploads/2019/06/Alan-Wilson-Expandly-e1560594647569.jpg) Alan Wilson Expandly acts as the glue between e-commerce businesses and platforms like Xero How e-commerce is rapidly changing the way we live and do business The immediacy of e-commerce means people are less bothered about going to buy things on the high street 73% of shoppers buy from multiple channels, although Amazon dominate the market It’s not just the big retailers that sell online – everyone can do it and make good money from it Turnover for e-commerce clients is really high and such businesses really need accountants Some accounting firms really go after e-commerce clients and do well, but others shy away from the complexities E-commerce businesses are much more likely to thrive if they have an accountant who understands the industry The progressive accounting firms who get the cloud and advisory are the ones able to add massive value to their clients The biggest pain point for accountants working with is the sheer volume of transactions The e-commerce market is largely uncatered for by accounting firms The ability to make decisions at speed separates the good accounting firms from the great ones Accounting firms who are on the cloud and understand the ecosystem around it are best placed to offer insight to clients There are 25m global e-commerce businesses or merchants, with 3m really serious players, generating $4tn in sales and growing in double figures Only 15-17% of businesses are online, so e-commerce is only going to get bigger When businesses know how they’re doing ‘in the moment’ it can be much more successful. 'The progressive #accounting firms who get the cloud and advisory are the ones able to add massive value to their clients' says @expandly & @alimillerlive on the Accounting Influencers #Podcast #accountants #accountex… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-108&text=%27The%20progressive%20%23accounting%20firms%20who%20get%20the%20cloud%20and%20advisory%20are%20the%20ones%20able%20to%20add%20massive%20value%20to%20their%20clients%27%20says%20%40expandly%20%26%20%40alimillerlive%20on%20the%20Accounting%20Influencers%20%23Podcast%20%23accountants%20%23accountex%E2%80%A6&via=therobbrown&related=therobbrown) (https://bdacademy.pro/wp-content/uploads/2019/06/ali_miller_alan_wilson.png) Alan is a Rangers-supporting Scotsman whose pastimes include visiting North Korea and Chernobyl. Interesting facts and claims to fame? Alan’s visited 60 countries, has run two marathons (before they got popular) and twice in his kilt. Ali was England’s under 18’s basketball captain – a story he loves to remind the team when slam dunking the office basketball. www.expandly.com

ceo amazon england chernobyl rangers north korea xero scotsman e2 a6 quickbooks click to tweet barclays natwest ali miller 27the

Managing the Tax Affairs of the Top Sports & Media Stars

entertainment head williamson media england sport united kingdom formula show notes how fomo rugby union rob brown ifa click to tweet tax partner manchester united football club

Play Episode Listen Later May 16, 2019 27:53

Peter Fairchild Peter Fairchild is Tax Partner at Smith & Williamson and Head of Sport, Media and Entertainment. He has over 20 years’ experience providing UK tax advice, and currently works with individual sportspeople and sports clubs to advise on structuring salary, benefits and image rights payments. A passionate communicator and tax expert, Peter gives a flavour of what it’s like looking after high net worth individuals from an advisor’s perspective. Shownotes: How a promising career earning millions as a pro footballer turned into becoming a tax accountant A new meaning of ‘big brother’ an accountant providing lifestyle advice to clients Great examples of what ‘trusted advisor’ really means – nothing to do with accounting How accounting clients with more money can often make worse investment choices, especially without the right advisors around them The best accountants are a conduit for a lot more services than they alone can provide The 3 advisors that wealthy people require are tax, IFA and wealth management How the role of an accountants has changed over the years Why it’s always best for accountants to visit your clients at home if possible What truly separates the good accounting firms from the great ones The beauty of a regular meeting with your client where the agenda is a blank piece of paper The power of FOMO hits high net worth sports people and performers as much as us mere mortals Does your firm offer a program of financial education for your clients like Smith & Williamson do? The link between wealth and financial health amongst some high level sportspeople The challenges of retirement and being ‘out of the spotlight’ for high level performers – the pressure of ‘what next?’ Why film stars and pop stars are exactly the same as sports stars in how they need managing The true secrets of how to become successful in a niche – immerse yourself in their world The importance of having your firm and a team behind you if you want to develop a strong accounting niche What the legacy might look like of a 20-30 year career managing the tax and personal affairs of top sports stars The best #accounting advisors are a conduit for a lot more services than they alone can provide. Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-UF&text=The%20best%20%23accounting%20advisors%20are%20a%20conduit%20for%20a%20lot%20more%20services%20than%20they%20alone%20can%20provide.&via=therobbrown&related=therobbrown) (https://bdacademy.pro/wp-content/uploads/2019/05/peter_fairchild.png) In his spare time Peter supports Manchester United Football Club and England’s Rugby Union team. He is a keen Formula 1 fan too. Find out more at Liked your Accounting Influencers Interview with Rob Brown" target="_blank">email him>> (https://www.linkedin.com/in/peterfairchild/)

Ep014: Ladies, Libidos, & a special guest, with Rachel Wright

Masculinity on the Rocks

Play Episode Listen Later May 7, 2019 53:14

Rachel joins Kyle on this informative episode of Masculinity on the Rocks! In this episode our fearless host & guest get into the Orgasm Gap, societal views around sex, and the lack of education around communication and sex. You know, really light and easy to discuss topics! Also, Kyle gets flustered a BUNCH, which just brings to light how complex and difficult these conversations can be - FOR ANYONE! CLICK TO TWEET Ladies and Libidos Rachel's Twitter Wright Wellness Center's Instagram Wright Wellness Center's Facebook

culture gender rocks masculinity ladies wright bunch click to tweet orgasm gap

Conquering Limiting Beliefs Through Neuro-Linguistic Programming with Karen Brown

watch ceo velocity 2c 2f aiming karen brown neuro linguistic programming executive leadership coach click to tweet velocity leadership consulting

Play Episode Listen Later Apr 30, 2019 44:40

The key to our failures and successes always lie within us. Aiming for the latter, we have the CEO and Executive Leadership Coach at Velocity Leadership Consulting, Karen Brown, to talk about how the science of words or neuro-linguistic programming gives a window into what is going on in us that hinders our greater success. Karen guides us to find the blind spots in our behavioral patterns and address the limiting beliefs that hold us back from taking action. She also directs us to the fears that we keep locked down in our unconscious mind, urging us to overcome them and eventually lead better with the capacity to transform the world. — Watch the episode: Listen to the podcast: Conquering Limiting Beliefs Through Neuro-Linguistic Programming with Karen Brown I am an expert in behavioral blind spots and identifying them. How they’re hindering greater success and by resolving them, you get greater success We are so fortunate that we have Karen Brown on this episode. She’s the CEO and Executive Leadership Coach at (http://www.velocityleadershipconsulting.com/) . Karen, thanks for coming down. I’m happy to be here. Karen, tell me a little bit about your business and who you serve. In Velocity Leadership Consulting, our mission is to elevate leadership performance and impact with greater velocity and ease. We do that through one-on-one executive coaching using neuroscience techniques. Everything we do is scientifically proven effective. There’s that E word. In some of the backstory, for you, there’s a journey. Karen was nice enough to let me know she has a book out and I read the book before getting together. If I’m the business owner and I heard you said we help leadership in Velocity, what does that look like when you show up day one at my business? What that looks like is I’m going to ask you a lot of questions. Most of which I probably know the answer to but I want to hear what you have to say and how you say it. This goes back to something called Neuro-Linguistic Programming which me and all of our coaches are experts in. It’s the science of the words that you use to express yourself and it gives us a window into what’s going on for you. Specifically, what are the blind spots in your behavioral patterns that are holding you back from higher levels of success? We tend to work with either high performers or the person in the organization who is the trouble spot. We also work in areas of succession. Maybe someone’s been identified as the successive candidate and maybe they have some developmental work to do. Whatever it is, it’s going through those blind spots and identifying them. I’m adept and I would say, if I have a special gift it’s that, being able to see behavioral blind spots in an instant. From what I ask someone and how they respond, I can see exactly what’s going on and then ask them a question to open that up even further so that they can see it. By and large, at some point you pretty much see all the problems that you can see, if you’ve been doing it long enough. I think that until a new problem emerges and then I go, “I haven’t seen it all yet. I thought I had.” We've all risen to a nice level of success, and that's also where our blind spots live. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fovercoming-limiting-beliefs-through-neuro-linguistic-programming-with-karen-brown%2F&text=We%27ve%20all%20risen%20to%20a%20nice%20level%20of%20success%2C%20and%20that%27s%20also%20where%20our%20blind%20spots%20live.&related) Is there a typical leadership challenge, blind spot that you see most of the time? Yes. Number one that every single executive we work with talks about is not having enough time to achieve what they want, which is ultimately a blind spot and a limiting belief. It’s...

The DETAILS about ONLINE DATING

Sh*t You Need to Know

Play Episode Listen Later Apr 17, 2019 37:01

Are you DTF or DTR? Whatever you're looking for in life, I'm pretty sure you can find it online. Listen to this episode to hear reviews of Hinge, Tinder, OKCupid, and Bumble. I share my tips and tricks to get you on and OFF the apps as quickly as possible as well as how to date confidently. After all, everyone deserves a little bit of love, right? "I feel like if you have a fish pic in your profile, you're compensating for something." CLICK TO TWEET: https://ctt.ac/vd9t2 HELPFUL LINKS: http://bit.ly/confidenceepisode https://www.doctornerdlove.com/paging-dr-nerdlove-episode-40-write-perfect-online-dating-message/ https://www.doctornerdlove.com/5-critical-online-dating-questions/ https://www.doctornerdlove.com/awesome-first-dates/all/1/ CONTACT ME / FOLLOW ME ON THE MEDIAS: show instagram: http://bit.ly/shitetoknow personal instagram: http://www.instagram.com/realmarthariley email: shitetoknow@gmail.com call/text me: (301) 941-7448

tinder hinge bumble okcupid online dating dtf click to tweet

Episode 120: 3 Keys to Creating Content That Converts with Deb Coman

Amplify Your Success

Play Episode Listen Later Apr 1, 2019 39:47

Most service-professionals and entrepreneurs know that marketing is about attracting the ideal client. They spend hours and hours crafting the perfect email campaign, writing detailed blog articles and finding the right words to put in their next Instagram post. But then…crickets. Nothing. No likes. No shares. No sales. What if you knew how to write content that not only created buzz and lots of shares but also translated into sales? In episode 120 of Amplify Your Success Podcast I talk with Deb Coman, the writer behind many high converting Facebook ads you’ve probably seen in your Newstream, who shares her formula for creating content that converts interest into sales. Be sure to join the conversation in the Amplify Your Success Community and share your input there too. Key Takeaways The types of content that most online business owners, coaches, consultants and service-based business owners can easily create. The primary reason most people’s content doesn't attract their ideal clients and convert into sales. Three common mistakes business owners making when creating their content. Deb’s top three places to share content using her content multi-purposing What an entrepreneur can do today to start improving their content conversion. CLICK TO TWEET: 3 Keys to Creating Content That Converts with Deb Coman on Amplify Your Success #Podcast Episode 120 with @melcoach] Resources Mentioned in This Episode: Get Deb’s FREE Resource: 3 Costly Content Mistakes: How to Identify What’s Not Working In your Marketing and Fix it www.debcoman.com/gift Take the FREE Own Your Bold Challenge About The Guest Deb Coman is a content conversion strategist, copywriter, speaker, and an author in the International Best Seller Voices of the 21st Century. Her copy is behind some of the big-name FB ads you see, as well as her strategies power many blogs, social media sites and email campaigns. She empowers business owners to create better content and to share and repurpose it using strategy that attracts and converts more of their best paying customers.

Company Of The Future: Creating The Path To Higher Valuation with CEO/Partner Sean Hutchinson

business watch ceo future partner milky way sva explorers 2f click to tweet sean hutchinson kepler space telescope

Play Episode Listen Later Mar 28, 2019 21:48

Business is all about being able to look forward and come through from where you are in the present. Sean Hutchinson, CEO/Partner of SVA Value Accelerators, talks about the Company of the Future in the value accelerator. He shares the intensive work his company has been doing with pivoting owners to advance towards their goals in the future. The Company of the Future is that strategy where you will have to think of the current and future state of your business. Get down into it as you answer the question of “Where are we going and how are we going to get there?” Sean breaks down the two tools that can help you find the answers to these questions: the graphics game plan and strategic doing. — Watch the episode here: Listen to the podcast: Company Of The Future: Creating The Path To Higher Valuation with CEO/Partner Sean Hutchinson We’re going to go through and do a continuation or a deep dive from an original episode with Sean Hutchinson of SVA (http://buildvaluetoday.com/) . He’s the CEO and partner. What we’re going to be talking about is the value accelerator methodology, Company of the Future. Sean, welcome to the podcast. Thank you, Bob. It’s good to be here. Let’s talk about the Company of the Future component. As a reminder, a few principles from the first episode that we did. We have three classes of owners, three categories. We’ve got the explorers, we’ve got the pivoters and we’ve got the triggers. Explorers are seeking information and insights. Pivoters are working on value accelerator actively and intensively. Then the triggerers are owners who are looking in the short-term to transition ownership of their business. Company of the Future is in the value accelerator. We’re working with the pivoting owners. Company of the Future is a strategy. Think about the current state, future state when you’re doing strategy, you’ve got two questions to answer. They’re simple questions. Where are we going and how are we going to get there? That’s all you need to answer. We created Company of the Future as a 90-day sprint and what we ask our clients to do is concentrate on those two questions. They’re going to continue to run their business, it’s not like we’re going on a 90-day retreat. What we are focusing on in terms of value acceleration is where are we going as a company out of all the options out there? Where do we want to plant our flag? How do we want to create a direct path or at least a path that can efficiently get us there? Then what resources are we going to need both in our company and from outside of our company in order to activate that pathway? What I’m going to describe to you are two things after using a few visuals here. I’m going to describe to you two tools. One is the graphic game plan and the other is called strategic doing, which is an agile strategy methodology. We believe in agile strategy and, I want to say as many times as I possibly can, this has a strong bias for action. The reason that we call it strategic doing is because strategic planning doesn’t encourage anybody to do anything at all except plan. Think about being in an action mindset throughout this entire process. That’s what’s going to count. You're going to have to learn what the essence of leadership is and that is knowing what not to do. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fcompany-of-the-future-creating-the-path-to-higher-valuation-with-ceopartner-sean-hutchinson%2F&text=You%27re%20going%20to%20have%20to%20learn%20what%20the%20essence%20of%20leadership%20is%20and%20that%20is%20knowing%20what%20not%20to%20do.&related) I want you to imagine that we have a picture from the Kepler Space Telescope that shows us all of the Milky Way at one time. What is that going to look like?...

Women On Board with Jo Lynne Whiting

women watch colorado chamber commerce ceos 2c 2f coloradans board chair leadership foundation click to tweet colorado women

Play Episode Listen Later Feb 19, 2019 40:22

More than having such caring and nurturing hands, women nowadays have also demonstrated their power and strength on the business and corporate side. Jo Lynne Whiting, the Board Chair of the Women’s Leadership Foundation, believes that having more women on board is critical to the success of companies. She talks about how women can become a great leader to spearhead company success and create better economic development. Watch the episode here: Listen to the podcast: Women On Board with Jo Lynne Whiting We’re incredibly fortunate because I have Jo Lynne Whiting. She is the Board Chair of the Women’s Leadership Foundation (https://womensleadershipfoundation.org/) . I had the pleasure of meeting her at an event where women were talking about being on boards. Jo Lynne, thanks for taking your time. Tell us a little bit about the foundation and what your mission is. Boardbound (https://womensleadershipfoundation.org/board-bound-program/) by Women’s Leadership Foundation, we are working for advocacy because we believe that having more women on boards is critical to the success of their companies. Fortunately, the research bears that out. We also work on the supply. We have a Boardbound program that equips women to step into board service and we work on-demand. We think there are a lot of very talented women already out there. The more that companies, CEOs, board directors, the chair nominating governance asked for those women and look for them, the better off we’ll be and we’ll have more balance on our boards. How long has the foundation been around? We were legally formed in 2002. The Colorado Women’s Chamber of Commerce formed an independent foundation and we were rather dormant until 2011 when we adopted a mission. The way we did that is we did research of what’s already going on here in Colorado, where are women succeeding and where are the gaps. One of the gaps that stood out was breaking that glass ceiling to get on the board. That is what we focused on. We started with research. In the very first research study, we learned that there was only 7% of the board positions in Colorado held by women. How did that relate to the rest of the country as a comparison? At that point in time, we didn’t have a good benchmark because you need to adjust to the size of companies. Back in 2011, you’ll hear publications say, “We’ve got 12%. We’ve got 14%.” They might have been only talking about the larger companies and here in Colorado, we do have a lot of smaller companies which tend to have fewer. Now, we know that and we know we’re about 2 percentage points behind the national average. We’re about 9 percentage points behind some of the best states whose companies that are headquartered there have done a great job of getting women on boards. As far as percentage gains from where you were, you have made great strides. It's everyone, both men and women, working together that are going to make this a better world and a better business environment. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fwomen-on-board-with-jo-lynne-whiting%2F&text=It%27s%20everyone%2C%20both%20men%20and%20women%2C%20working%20together%20that%20are%20going%20to%20make%20this%20a%20better%20world%20and%20a%20better%20business%20environment.%20&related) We’re excited. It is slow, but it is a steady increase. We started at seven and I’m very proud to say that as of December 31st of 2018, we’re at 14.4%. How does that put you in comparison to other states? We’re still behind by about those 2 percentage points. The part that’s encouraging is if you look at 2018, we had a 2.1 percentage point gain and the previous six years it was less than one point. We’re encouraged because a lot of Coloradans have gotten behind this. Colorado was the fourth...

How to Make Selfish Decisions and Enjoy More Freedom – in Just 7 Minutes with Erno Hannink

marketing work business invisible netherlands beach ceos folks typical tom poland business owners it doesn be crazy queensland australia erno click to tweet episode find resources links

Play Episode Listen Later Feb 7, 2019 8:02

Learn how to be a selfish leader Why every leader needs to be selfish How to decrease weekly working hours from 80 hours down to 40 hours and have the time freedom to strategize and develop new ideas in managing your company Resources/Links: www.coach.me/ernohannink It Doesn't Have to Be Crazy at Work by Jason Fried Summary Erno Hannink is a business coach. His unique ability is asking tough questions and push you toward action. In this episode of Marketing the Invisible, Erno shares how helps his clients make smart decisions to accomplish faster what they want so they can create more freedom. Check out these episode highlights: 00:49 - Erno’s professional background as a business coach 01:38 - Erno’s ideal client: a Business owner who has 5 -25 employees who work in the service and selling industry like coaching, consultancy or software 02:04 - Business growth and scaling problems Erno solves for his clients 02:56 - Typical symptoms that Erno’s ideal client would be experiencing before coming to him 03:51 - The common mistakes that people do before working with Erno 05:02 - Erno’s Valuable Free Action (VFA): Find out what is it that you are the best at. What is it that you as the owner love to do. /li> 07:17 - Erno’s Valuable Free Tip (VFT): Get and read the book 'It Doesn’t Have to be Crazy at Work', the book can help you find ways to improve your business Tweetable Takeaways from this Episode: “Find out the most important thing that you are best at and spend 80% of your time working on that one thing and forget the other.” -@ernohannink Click To Tweet “ (on solving problems) Businessowners work on the symptoms they don’t tackle the real thing.” -@ernohannink Click To Tweet Transcript (Note, this was transcribed using a transcription software and may not reflect the exact words used in the podcast) Tom Poland: Hello everyone. A very warm welcome to another edition of marketing the invisible. My name is Tom Poland being out here for a little castaways Beach in Queensland Australia joined today by Erno Hannink. Erno where you're hanging out this morning. Erno Hannink: I'm in did the sun which is nobody knows of course but it's. It's a time close to one home in the Netherlands and maybe people know online because it's from a famous movie a bridge too far. Tom Poland: Oh yes indeed. Oh, an exciting place to live about fifty-five years ago. Not the most successful battle the eyes ever had but nevertheless we're here it's a long time later. I'm on the other side of the earth to you and doing a different climate by the sound of it. So rather cool over there. Yeah. Folks let me introduce you Erno is a business coach and knows the very unique ability is asking if you like the tough questions to push his clients towards action. And my experience of folks from the Netherlands is they generally do ask tough questions so I'm not sure if it's a genetic compositional idea but like the Northern Germans. But he coaches business owners partners founders CEOs people in charge of organizations on making smart decisions so that they can achieve what they want to achieve faster and in doing so creating more freedom and that brings us to the title of this little seven minutes interview which is how to make selfish decisions that enjoy more freedom we're gonna do that in just seven minutes. So you know I got a very warm welcome my time starts now. Question number one is Who is your ideal client? Erno Hannink: It's a business owner that has about five to 25 employees usually works in the business to business environment and sells knowledge to their clients. So they are really in the service industry and selling nice we need to be coaching or you know consultancy or software or anything like that. Tom Poland: Yeah that sounds like a familiar target market. Yeah.

How To Protect Your Intellectual Property with Art Nutter

Play Episode Listen Later Feb 7, 2019 47:04

Intellectual property is the most valuable asset of a company that is why it should always be protected. Otherwise, employees come in and learn all your systems and processes, and then they leave. The next thing you realize, there’s a competitor down the road that is being run by that former employee. However, many companies don’t do a good job of securing their intellectual property because they don’t understand that. Art Nutter, the founder, chairman, and CEO of PatentBooks and a company called TAEUS, delves deep into the subject of intellectual property, bringing to light the significance of patents. He also shares how PatentBooks and TAEUS were created and what they are all about. — Watch the episode here: Listen to the podcast: How To Protect Your Intellectual Property with Art Nutter We have Art Nutter. He’s the Founder, Chairman and CEO of (https://taeus.com/) . People will go, “PatentBooks, I got. What is TAEUS?” People think it’s some Greek god of knowledge. I was going to invent that, but it’s an acronym for Take Apart Everything Under the Sun. That company was one that I started back in 1992 when the United States and big companies were thinking that foreign competition was copying their intellectual property. I approached AT&T one day and said, “You acquired NCR. Do you know what patents you acquired in that acquisition?” They said, “No.” I said, “I can tell you.” We proceeded to do that and turned to AT&T and then subsequently IBM into patent licensing powerhouses. IBM went from $100 million licensing income to $2 billion in licensing income over the space of ten years.” I think about that and say, “You started TAEUS.” Yes, I did. Out of the garage with frequent flyer miles, a laptop computer, a laser printer and that was it. Did you have experience in patent or anything or taking things apart? Yes, I’ve always taken things apart. We grew up on a farm. If something broke, we had to figure out how to fix it. I’ve had an inherent interest and curiosity in doing those things. However, the last job I had as an employee before I started TAEUS, I tended to get fired in most companies because I was usually the guy making too much money. That was my crime. I doubled the sales of this particular company in a space of nine months. This company was reverse engineering semiconductor memory chips. I discovered that there was a marketplace that was very interested in this reverse engineering data. That was this intellectual property marketplace because like I said in the late ‘80s, early ‘90s, US companies were thinking, “We’re getting killed by foreign competition. They must be copying our stuff, our ideas and our inventions.” In fact, they were and this was an easy way for them to document the other companies copying of their circuits. They literally would reverse engineer the circuits and then duplicate them exactly. It was government-funded in Japan and Korea and Taiwan and so forth. They wanted to establish semiconductor industries for themselves, which as from history, our semiconductor industry is pretty few and far between. You have the Intels, AMDs and in-house semiconductor capabilities but nowhere near likely the volume of semiconductor companies that did exist in here in the 1980s. Those businesses are now done overseas in Asia. Learn all the time because you're kidding yourself anytime you think you know everything; you'll be blindsided. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fhow-to-protect-your-intellectual-property-with-art-nutter%2F&text=Learn%20all%20the%20time%20because%20you%27re%20kidding%20yourself%20anytime%20you%20think%20you%20know%20everything%3B%20you%27ll%20be%20blindsided.&related) I’m thinking about you started out with your laptop in your garage and you get called to AT&T. Walk us...

japan watch ceo founder greek united states taiwan korea sun walk intellectual 2f ibm 3b ncr click to tweet 2fhow intels amds

Rob Amerine: What You Need To Know About Selling A Business

Ask The Tech Coach: A Podcast For Instructional Technology Coaches and EdTech Specialists

Play Episode Listen Later Feb 5, 2019 47:07

With everyone either selling or buying, you would think it’s a simple process for them to meet and finish the job. However, many business owners and buyers alike still have a hard time looking for the right business or buyers for them. Rob Amerine, certified business intermediary of The FBB Group, Ltd, talks about selling a business and helping buyers see what they want and need. He shares some nuggets about how to have good businesses that are ready to sell as well as the things you need to have a higher sales price. Rob walks through the process and discusses the small business development council (SBDC), the market, some expectations and misconceptions, and more as he advises businesses to build to sell. Watch the episode: Listen to the podcast: Rob Amerine: What You Need To Know About Selling A Business We’re very fortunate to have FBB Group (https://www.fbb.com/) in Colorado Springs. If you would, tell us a little bit about your business and who you serve. Our firm was originally started in 1982 called the FBB, First Business Brokers, and then we changed the name to the FBB Group. We wanted to become a little bit more nuanced, people have a lot of questions about confidentiality so we want to make it more straightforward. We actually added the ability to do stock transactions at that time as well. Our Founder, Ron Chernak (https://www.linkedin.com/in/ronchernak) , had his FINRA license. There was a little branding and name change at that point to the FBB Group. What is it that you guys do? If you don’t live in this world, you don’t realize that a lot of small businesses transact through intermediaries like ours where a seller needs to sell and we have buyers that come to our firm. It’s a very niche industry, but it’s very important to the economy, being able to find buyers for sellers that are looking to transition their business. It’s one of those businesses where you don’t realize it touches a lot of different facets of the business from the legal side, to the accounting side, to the marketing and the operations. You can imagine all the different things that we touch and see. It’s vital to what sellers need. Rarely do businesses sell without someone like us. If it does happen, it’s some of the bigger businesses. Small business is the engine of the economy, and selling businesses is where this value changes over. Looking back over the past few years, would you say that there’s a fair quantity of businesses available to be sold? Is there a shortage? There are a lot coming on the market, more so than we’ve seen before since the recession. We’re going through that cycle. No one knows when it’s going to end. There’s a lot of them out there. There are also a lot of businesses that are not ready to sell that out there. They’re trying to sell and they’re very frustrated. About one in ten go to the market actually sell. When you use a firm like ours, that can increase to maybe three or four out of ten. You increase your percentages by having a firm like ours involved. It’s better to know than to wait. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Frob-amerine-what-you-need-to-know-about-selling-a-business%2F&text=It%E2%80%99s%20better%20to%20know%20than%20to%20wait.&related) You’ve got the business owner reading this and he goes, “I know what my company’s worth.” When you find the nine out of ten businesses that don’t sell, what are the typical reasons you run across as to why they don’t? Unrealistic expectations. Most of the time, business owners have gotten their valuation from their accountant. The accountant does a great job of doing accounting, but they’re not selling businesses. Usually, when they value business, they may not have the latest information. Some accountants do a great...

watch colorado springs rarely 2f sbdc unrealistic click to tweet finra our founder fbb it e2

Stop Doing Things For Your Teachers … You’re the Tech Coach

Play Episode Listen Later Jan 21, 2019 27:45

In this episode of “ Ask the Tech Coach (https://www.teachercast.net/episodes/ask-the-tech-coach/) ,” Jeff and Nick discuss 4 ways to empower your teachers in the classroom by simply stepping back and removing yourself from the coaching equation. In this episode, we discuss: Reflections and reactions Coppa/Ferpa Presentation for Mastermind Members www.TeacherCast.net/Mastermind (http://www.teachercast.net/Mastermind) $50 off = “TC50” $100 off 6 mo or 12 mo plans = “100” 4 ways to STOP doing things for your teachers Have a plan and create a goal Be transparent Put THEM in the driver's seat Just stop doing things! (http://www.askthetechcoach.com) Jan 28: Tech Coach Round Table Feb 4: Tech Coach Chrome Extensions @TeacherCast (http://www.twitter.com/teachercast) @AsktheTechCoach (http://www.twitter.com/askthetechcoach) Follow our HostsJeff Bradbury | @JeffBradbury (http://www.twitter.com/jeffbradbury) Nicholas Amaral | @NamaralEDU (http://twitter.com/namaraledu) Tech Tip of the WeekRemember that the ultimate goal is to teach your staff to “fish”. It’s easy to get caught up in the moment and solve every problem that comes your way. Step aside, ask questions and make sure you are both on the same page. Learn how to empower your teachers and reach more teachers with these 4 simple reminders. (https://twitter.com/share?text=Learn+how+to+empower+your+teachers+and+reach+more+teachers+with+these+4+simple+reminders+from+%40AskTheTechCoach&via=TeacherCast&url=https://www.teachercast.net/attc-ep35-stop-doing-things-for-teachers/) Click To Tweet (https://twitter.com/share?text=Learn+how+to+empower+your+teachers+and+reach+more+teachers+with+these+4+simple+reminders+from+%40AskTheTechCoach&via=TeacherCast&url=https://www.teachercast.net/attc-ep35-stop-doing-things-for-teachers/) Join our PLNAre you enjoying the TeacherCast Network, please share your thoughts with the world by commenting on iTunes (https://itunes.apple.com/us/podcast/ask-the-tech-coach-the-teachercast-educational-network/id1067586243?mt=2) today? I enjoy reading and sharing your comments on the podcast each week. Let’s Work TogetherHost: Jeff Bradbury (http://twitter.com/jeffbradbury) Email: (mailto:info@teachercast.net) Voice Mail: (http://www.teachercast.net/voicemail) YouTube: (http://www.teachercast.net/YouTube) iTunes: (http://www.teachercast.net/iTunes) Check Out More TeacherCast ProgrammingTeacherCast Podcast ( http://www.teachercast.net/tcp (http://www.teachercast.net/tcp) ) Educational Podcasting Today ( http://www.educationalpodcasting.today (http://www.educationalpodcasting.today/) ) The http://www.techeducatorpodcast.com (http://www.techeducatorpodcast.com/) ) Ask The Tech Coach ( http://www.AskTheTechCoach.com (http://www.askthetechcoach.com/) ) View LIVE Professional Development from TeacherCast (http://www.teachercast.tv/) Need a Presenter?Jeff Bradbury (http://jeffreybradbury.com/) , or to Broadcast your conference LIVE!

live broadcast voicemail step reflections mastermind tech tip click to tweet teachercast week remember educational podcasting today tech coach teachercast network plnare work togetherhost jeff bradbury presenter jeff bradbury view live professional development

Meranda Vieyra on Servicing Solo Practitioners And Small Law Firms With Legal Marketing

Ask The Tech Coach: A Podcast For Instructional Technology Coaches and EdTech Specialists

Play Episode Listen Later Jan 10, 2019 28:04

When you look around and you think of lawyers and law firms, you think of the big ones. Truth be told, the majority of the law firms in Colorado and beyond are small law firms. Most of the time, they’re solo practitioners. Meranda Vieyra of Denver Legal Marketing says her goal is to make market space for solo practitioners and small law firms. Meranda’s goal is to have more people start choosing to spend the money that they allocate for legal services by supporting small law firms, keeping their lights on, keeping the Colorado economy booming, and supporting this level of small business in that industry. Meranda explains why the service she provides is unique and why the business community has taken notice. — Watch the episode: Listen to the podcast: Meranda Vieyra on Servicing Solo Practitioners And Small Law Firms With Legal Marketing I’m the owner of Denver Legal Marketing. I work with solo practitioners and small law firms in Colorado and beyond. My ultimate goal is to make some market space in the Colorado business community and beyond for the small law firms of the world, which are essentially small business. We are incredibly fortunate. I am in the world headquarters of Denver Legal Marketing (https://www.denverlegalmarketing.com/) with Meranda Vieyra. Thank you so much for taking the time to tell us a little bit about your business and who you serve. Thanks for having me, Bob. I’m excited to talk to you. I founded Denver Legal Marketing. My business turns three on my daughter’s birthday in February. I’ve been very lucky to be successful. I have great clients. My sweet spot is solo practitioners and small law firms. I started out with a Colorado-focus, a Denver-focus and I’m looking to support my own community but word of my marketing firm has spread. At times, I’m working with lawyers in New York, Nevada, and California. You’re widely covered and known in Denver. There’s a lot of press about you. Why do you think that is? I’m a little bit unique when it comes to what a marketing professional or somebody in Colorado legal marketing looks like. I’m 5’1” and I am a working mom. I’ve been in Colorado law for twenty years. The way that I serve my clients and the types of clients that I serve is unique. Nobody else is doing this and so the business community especially has taken notice. You decided in a niche, for the potential client of yours and they reach out to you. How do they find you? Where do they find you on social media? LinkedIn (https://www.linkedin.com/in/merandavieyra/) is my only place for social media. That is the easiest ROI when it comes to reaching other lawyers. I’m trying to reach lawyers and lawyers are playing on LinkedIn. About 90% of the lawyers in our country have LinkedIn profiles. The majority of my clients come through word of mouth. I’ve been in law for two decades. I’ve worked hard to protect my reputation. When I say what I’m going to do, then I do it. That travels. They come through word of mouth. They go to my website for confirmation of reputation and then they call. Everyone assumes once your business doors are open unless you get sued or unless something happens, you're good. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fmeranda-vieyra-on-servicing-solo-practitioners-and-small-law-firms-with-legal-marketing%2F&text=Everyone%20assumes%20once%20your%20business%20doors%20are%20open%20unless%20you%20get%20sued%20or%20unless%20something%20happens%2C%20you%27re%20good.&related) The website is DenverLegalMarketing.com (https://www.denverlegalmarketing.com/) . You’ve niched down in your market. We were talking about why you do what you do and there are some misconceptions about the attorneys and there’s a difference you’re trying to make in that community....

new york watch truth california colorado nevada roi 2c 2f click to tweet meranda

5 Ways To Change School Culture

Play Episode Listen Later Jan 7, 2019 29:48

In this episode of “ Ask the Tech Coach (https://www.teachercast.net/episodes/ask-the-tech-coach/) ,” Jeff and Nick discuss the importance of not only identifying what school districts want their student and staff cultures to be but how to set up a successful roadmap to help everyone achieve their goals each year. In this episode, we discuss: Reflections and reactions from last weeks episode New Mastermind starts this week First meeting is January 10 12 Step EdTech Integration Plan TeacherCast.net/Mastermind (http://teachercast.net/Mastermind) 5 Ways to Shift the Culture of your School District Identifying school goalsStrategic Plan (District Level) EdTech Integration Plan (Curricular Level) Tech Plan (Technology Level) Community Involvement (Township Level) Having a clear vision of what those goals are and how the district wants to achieve them.Creating a roadmap Involving all members of the school community Having a clear plan that is well communicated to all staff members and community membersIs every decision leading back to the school goals? Communicate clearly and often Be honest but be transparent Highlight and Recognize Staff and Student AchievementsCreating incentives for achieving those goals Build interconnectedness of staff (show their awesome) Badging (PD) Pineapple Program Certification Programs Student activities Creating opportunities for group activities outside of the traditional school dayMovie Night Family Trips Happy Hour (http://www.askthetechcoach.com/) Jan 14: How to create systems for your tech coaching Jan 21: How do you stop doing things for your teachers? Jan 28: Tech Coach Round Table (http://www.teachercast.net/mastermind) Follow our PodcastThe TeacherCast Educational Broadcasting Network | @TeacherCast (http://www.twitter.com/teachercast) @AsktheTechCoach (http://www.twitter.com/askthetechcoach) Follow our HostsJeff Bradbury | @JeffBradbury (http://www.twitter.com/jeffbradbury) Nicholas Amaral | @NamaralEDU (http://twitter.com/namaraledu) Tech Coach Tip of the WeekAs your school district begins the process of creating an EdTech Plan it’s important that you also redefine what you want the culture of your district to be. For this reason it’s important to have time away from the office for staff members to meet and interact with each other so they can become a team inside the office during the week. Learn the 5 'simple' steps that you can do to change the educational culture of your school district! (https://twitter.com/share?text=Learn+the+5+%27simple%27+steps+that+you+can+do+to+change+the+educational+culture+of+your+school+district%21&via=TeacherCast&url=https://www.teachercast.net/attc-ep33-changing-school-culture/) Click To Tweet (https://twitter.com/share?text=Learn+the+5+%27simple%27+steps+that+you+can+do+to+change+the+educational+culture+of+your+school+district%21&via=TeacherCast&url=https://www.teachercast.net/attc-ep33-changing-school-culture/) Join our PLNAre you enjoying the TeacherCast Network, please share your thoughts with the world by commenting on iTunes (https://itunes.apple.com/us/podcast/ask-the-tech-coach-the-teachercast-educational-network/id1067586243?mt=2) today? I enjoy reading and sharing your comments on the podcast each week. Let’s Work TogetherHost: Jeff Bradbury (http://twitter.com/jeffbradbury) Email: info@teachercast.net Voice Mail: (http://www.teachercast.net/voicemail) YouTube: (http://www.teachercast.net/YouTube) iTunes: (http://www.teachercast.net/iTunes) Check Out More TeacherCast ProgrammingTeacherCast Podcast ( http://www.teachercast.net/tcp (http://www.teachercast.net/tcp) ) Educational Podcasting Today ( http://www.educationalpodcasting.today (http://www.educationalpodcasting.today/) ) The...

culture reflections shift mastermind communicate click to tweet teachercast educational podcasting today tech coach teachercast network plnare work togetherhost jeff bradbury

Mergers, Acquisitions, And Other Business Transactions with Jessen Gregory

Play Episode Listen Later Jan 7, 2019 34:03

It is incredibly important to get the right counsel involved in your transactions at the right time so that you don’t end up in a dispute later on. Jessen Gregory, attorney with Ruddy Gregory, PLLC talks about preventative medicine in terms of business transactions. Jessen says the majority of their transactions are mergers and acquisition transactions where someone is trying to sell or purchase a business or an asset within that business or get financing thereof. RG is a member of an international alliance of business attorneys that they can reach out to if a client has a transaction going on in any other country across the world. Jessen talks about what they do in their firm and shares some useful information about pothole avoidance, de-risking your business, transitioning your business, and everything else you need to know in between transactions. — Watch the episode here: Listen to the podcast: Mergers, Acquisitions, And Other Business Transactions with Jessen Gregory Better, sooner than later. A little prevention. Preventative medicine in terms of a transaction. We have Ruddy Gregory (http://www.ruddylaw.com/) . Jessen, you and I met at a large conference, which prompted this meeting. Welcome to the show. Thank you, Bob. I’m very happy to be here. I appreciate your time. If you would tell us a little bit about your business and who you serve. I’ve been practicing for 13 years and I am licensed in California, Colorado and Texas. I’m part of a boutique firm. We have two offices, one here in Cherry Creek, Colorado and one in Washington, DC. There are six lawyers total. We provide high-quality services at an affordable rate. We have the same experience that large firms do. We are a smaller scale version of the same thing. We have a collection of attorneys. What is the specialty that you guys focus on? In the Denver Office, we have a general business practice. The majority of our transactions are mergers and acquisition transactions where someone is trying to sell or purchase a business or an asset within that business or get financing for some avenue thereof. In a transaction like that, you always see a piece of commercial real estate, whether it’s the sale of commercial real estate or a lease transaction or transferring that lease, so our business is heavily involved in commercial real estate as well. Our group in DC represents the alternative investment community, so hedge funds, registered investment advisers, private equity funds and the like. We’re also a part of the Alliance of International Business Attorneys. That means that we have a group that we can reach out to if you have a transaction going on in any other country across the world. For the business owner that’s going like, “That’s not ringing a bell for me,” I’m a typical business owner and I go, “I’ve got a warehouse that’s no longer a key to my operation and I want to liquidate or I’ve got a warehouse and I want to move. I want to sell one and move to another.” What are the typical things that a business owner misses that they should be thinking about if they’re going to go down that road? I’d like to separate the two into the asset itself versus the real estate because those are two separate questions. I’m thinking about concerns related to both of those. Not affording yourself that ability to have somebody who thinks outside of the box is a detriment to your business and future transition. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fmergers-acquisitions-and-other-business-transactions-with-jessen-gregory%2F&text=Not%20affording%20yourself%20that%20ability%20to%20have%20somebody%20who%20thinks%20outside%20of%20the%20box%20is%20a%20detriment%20to%20your%20business%20and%20future%20transition.&related) Before we go any further...

watch california colorado washington dc texas mergers acquisitions washington alliance 2f preventative rg jessen click to tweet pllc cherry creek

Buddha Logic: Simplifying Life with Charlie Weidman

Play Episode Listen Later Nov 20, 2018 46:56

Imagine if you were to receive 500 loan applications one day and they just they showed up at your doorstep. That may be one, two, three boxes of paper, depending on all the supporting documentation that goes with that. You can imagine what this looks like. A loan package, on average, is around 600 pages. That’s what Charlie Weidman aims to solve with his company, Buddha Logic, an enterprise content management (ECM) solutions provider that helps companies streamline digital document capture and management. Folks get intimidated by the word robot or automated process and there’s some level of concern about them replacing people, but Charlie says it’s an education and an awareness that helps you eliminate unnecessary work when you start automating more. — Watch the episode here: Listen to the podcast: Buddha Logic: Simplifying Life with Charlie Weidman We have Charlie Weidman as our guest. He’s the CTO and President of (http://buddhalogic.com/) . We’re going to do a deep dive in robots, digital transformation, and financial process automation. If that doesn’t take in and make your toes curl, we’ll dig into it. Charlie, thanks so much for taking the time. Bob, it’s a pleasure to be here. You and I chatted in a previous podcast and we talked about what you do at Buddha Logic. I was sufficiently interested in what I thought the possibilities were that I wanted to come back and do a deep dive because I think folks don’t quite get what it is that you do. I’m happy to share what I can and give you some insight into what robots are, what digital transformation is, and what we can do with financial processes. We were talking before we started, you’ve been working with a Housing Authority here in Denver. It takes weeks to process a paper application. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fbuddha-logic-simplifying-life-with-charlie-weidman%2F&text=It%20takes%20weeks%20to%20process%20a%20paper%20application.%20&related) That’s correct. We’ve seen them through quite a transition. If I were to look back, we were processing truckloads of paper that would show up and be captured in one way or feature or fashion or another. Scanning, sorting, separating, and batching. It would take a week to process a paper application. I think about that from the end-user, from the customer standpoint, “What’s going on with my app?” It’s somewhere between the loading dock and the fourth floor or whatever. What I thought would be useful is to go back and go “This is where we were years ago.” They didn’t just jump off the cliff and started doing robots. I don’t even know that “robots” were available at that time. Let’s go sequentially what were they doing. If you really want to start from scratch, you’re an entity that has not even thought about moving away from paper, getting into the digital transformation of paper. This Housing Authority was pretty much right at that space back then. They made a decision to say, “We can’t process paper anymore and the paper we get in, we need to digitize and move it into repository and make it available for our loan processors to take care of our customers.” Phase one, let’s define a backbone, put together something that allows us to capture that information, and understand what we have and get it into the processors hands within a week’s time. Let’s say seven business days, that would be a huge goal. At that time, it was all over the map, how quickly something got processed. Sneakernet, paper from one desk to another in inboxes and outboxes. You can imagine what a mess that that was. I had this vision what people’s desks look like. Just think of the storage space you need to handle that paper because you’ve got to...

watch president folks phase ecm cto scanning 2f click to tweet housing authority

The State Of Seller Readiness In Family Owned Businesses with Lisa Niederman

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later Nov 8, 2018 47:21

There are about 75% of closely held family business owners in the country. Yet, 85% of those have not completed the transition and succession plan. As a result, 25% of businesses close while others have to sell, cutting their family ties and emotional investment with it. Lisa Niederman, managing director of Speed2Results, talks about the importance of planning for your destination and preparing your business for succession. Sharing her own story and background in psychology as well, she discusses the state of owner readiness and the common problems with business owners. She also covers the processes of transition—from selling to buying—and the need for value drivers. Watch the episode: Listen to the podcast: The State Of Seller Readiness In Family Owned Businesses with Lisa Niederman We’re incredibly fortunate. We have Lisa Niederman. She is the Managing Director of Speed2Results (http://speed2results.com/) . Lisa, thank you so much for allowing us to come into your home. Bob, what a pleasure. I’ve been excited about doing this interview with you and I’ve heard all about it. I’m ready to get started. Lisa, tell me about your business and who you serve. Speed2Results is about focusing on closely held family-owned businesses in transition. It’s particularly working with the owners, the rising generation, the nonfamily executives, and the partners in helping them look at the emotional and behavioral challenges that they’re experiencing with succession. There’s a lot of succession going and continuity. How do you grow the business? How do you create that legacy and getting it ready for sale? We call this seller readiness. It’s the people side of the transition journey that ensures improvement in value drivers and optimum valuation. For the folks in our audience, they’re going, “What is that entire touchy-feely thing?” I don’t think they’re aware of the statistics for the quantities of businesses that come to market that don’t sell. Can you share some of your experience and understanding of basically the state of owner readiness? There are about 75% of closely held family business owners in this country. 85% have not completed a transition plan and that succession we’re talking about. 50% haven’t even started. Out of that, 75% regret it when they do sell because they’re not prepared. They spend approximately the next eighteen months in depression and anxiety, trying to find themselves because their identity was tied to their business. 25% of the businesses only close. That’s not much. When we talk about seller readiness or the emotional and behavioral side of getting the business owners ready, I know that sounds a lot of gobbledygook, it’s not. If you think about it, it’s the glue that makes that transaction or succession work and people aren’t paying attention to it. We’re living in a volatile market. We don’t know what’s going to happen. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fthe-state-of-seller-readiness-in-family-owned-businesses-with-lisa-niederman%2F&text=We%E2%80%99re%20living%20in%20a%20volatile%20market.%20We%20don%E2%80%99t%20know%20what%E2%80%99s%20going%20to%20happen.&related) They’re paying attention to the advisors, the valuation, the attorneys, the CPAs, the investment bankers, and business brokers. What happens when the people side falls apart? What happens when the owner isn’t psychologically ready? They’re controlling. They’re a know-it-all. They’re not ready yet and they think they can do it in another three to five years. We’re living in a volatile market. We don’t know what’s going to happen. People think that they still can sell their business. They still have a right to sell their businesses. Nobody has a crystal ball. We don’t know that. You...

watch sharing managing director 2f e2 2fthe cpas click to tweet 20we

How to Grow Your Agency Without Constantly Working In It

Play Episode Listen Later Oct 31, 2018 27:28

Worried your agency will collapse if you're not constantly working? Wish you could lead your agency without working 24/7? Feel like you sacrifice too much of your family and free time for your agency? Stop being a prisoner to your agency! This pace isn't the best way to run your agency. And maybe your agency doesn't actually need you as much as you think it does. In this episode, we'll cover: Why you need to get uncomfortable in order to grow. 2 ways to drop the hustle and grind. #1 most important delegation tip! Today, I talked to Mike Michalowicz author of six business growth books, including Profit First Book and his latest, titled Clockwork. In this new book, Mike attempts to disrupt the hustle and grind mentality that has taken over modern small businesses, especially marketing agencies. Instead of working 24/7, Mike wants you to work less, get more done, and change your entire work mentality. Why You Need to Get Uncomfortable Hustling for the sake of hustle is not the way grow your business. If you've been hustling non-stop for several years and you haven't gotten anywhere, it's time to change your strategy. You've slumped. Too often, agency owners think if they just work hard enough it'll pay off. But this hustle hard mentality isn't going to cause burnout and a sense of defeat. Mike says you have to get uncomfortable. Put yourself out there and make a change. Hire new employees, delegate more of your responsibilities onto others, try to position employees in ways that disrupt your day-to-day. Even something as simple as trying a new software may be the kick-in-the-butt you need to get out of that constant grind. There are 5 roles of an agency owner. If you're doing anything outside of them, consider ways you can delegate, automate or eliminate it. Stop doing things you suck at or don't enjoy! 2 Ways to Drop the Hustle and Grind 1. Hire owners. If you're having trouble getting your agency employees to act like owners and take on the responsibility necessary to help you run your agency, hire people who will. Mike suggested hiring people who had the ambitions of owning an agency one day. Even if it's just a side gig, having people who understand the mentality it takes to run an agency is critical. 2. You do you. Stop reading those "10 Lifestyle Habits of Highly Successful People" articles and get in touch with who you are. Agency strategies (and especially lifestyle strategies) aren't just one size fits all. They have to meld with you and who you are. If you're not authentic, your agency is going to suffer. So when you hear Gary Vee tell you it's all about the hustle -- maybe it is, but maybe it is. You do you. Don't lose yourself in your agency. Don't be a prisoner to it. Remember, you started the agency to support your life. Not the other way around. #1 Most Important Delegation Tip When it comes to delegating employees, Mike has a critical tip. You want to assign the outcome. [clickToTweet tweet="Delegate the outcome rather than the specific task. You'll be amazed at how your team responds to this method, and how much freer you feel, too. " quote="Delegate the outcome rather than the specific task. You'll be amazed at how your team responds to this method, and how much freer you feel, too."] Standard "delegation" usually works like this: "Jamie, can you go and work on that proposal for me?" This style of delegation, or assigning specific tasks to each employee is worn-out and results in you being stuck answering tons of questions. You end feeling like it's just easier to do it yourself rather than entertain so many interruptions. Instead, Mike recommends assigning an outcome instead of delegating a task. So, instead of saying: "Jamie go work on that stack of proposals." You should say: "Jamie, can you make sure that those proposals really reflect the value we bring to our clients? You got this!" You want to turn your employees into decision makers. Give them permission to do their best job and make decisions that benefit the agency. So, if Jamie has another question, tell her to go with her gut and choose the option that best reflects the vision and goals of the agency. Delegate by the outcome rather than the specific task. You'll be amazed at how your team responds to this method, and how much freer you feel, too! Cashflow or Bookkeeping Issues? FreshBooks is the solution with their ridiculously easy-to-use cloud accounting software for agencies. Freshbooks helps you work smarter and become more organized. Most importantly, it gets you paid quicker. Check out FreshBooks.com/SmartAgency and enter SMARTAGENCY in the “How Did You Hear About Us?” section for a FREE 30-day, unrestricted trial.

How to Create an Irresistible Offer – In Just 7 Minutes with Dan Kuschell

marketing ceo invisible dan kuschell click to tweet systematize

Play Episode Listen Later Oct 11, 2018 9:05

Create an irresistible offer where people won’t have to be sold,they’ll buy Systematize the flow of your clients Learn the mistakes business owners do when making their offers Resources/Links: The Unusual 3 Step Social Media Method to Triple Your Business Summary Dan Kuschell is the co-founder, chairman, and CEO of BreakthroughX. He’s a husband, dad, serial entrepreneur and angel investor. He helps business owners connect the dots, see the blind-spots, and get unstuck, by helping you implement unique sales, marketing, and hiring systems - so you can have a bigger impact, reach, and contribution. In this episode of Marketing the Invisible, Dan shares how he helps business owners create irresistible offers. Check out these episode highlights: 00:37 – All about Dan Kuschell 01:57 – Dan describes his ideal clients who are entrepreneurs and business owners who are struggling to get predictable steady flow of new clients 02:05 – clients onboarding problems he helps solve for his clients who struggle to get predictable steady flow 02:41 – symptoms his clients experience when systematizing their flow of clients 03:42 – common mistakes his client do when trying to solve in creating leads 05:05 – Dan’s Valuable Free Action (VFA): Spend more time on creating an irresistible compelling offer. 07:10 – Dan’s Valuable Free Resource (VFR): The Unusual 3 Step Social Media Method to Triple Your Business 07:53 – Where should you focus your time? Tweetable Takeaway from this Episode: “The biggest problem we see in the marketplace is people having an offer that just does not compel people to buy.” - @dan_kuschell Click To Tweet “Spend more time on creating an irresistible compelling offer. ” - @dan_kuschell Click To Tweet “If you spend time on creating an irresistible offer, you’ll put yourself on a place where people won’t have to be sold, they’ll buy. ” - @dan_kuschell Click To Tweet “When you do not have a good buyer’s culture, you have to sell really hard. ” - @dan_kuschell Click To Tweet

Hiring and Developing Better Leaders with Martin Lanik

watch ceo american phd pittsburgh journal hiring 2f fort collins colorado state university industrial organizational psychology click to tweet martin lanik pinsight downtown denver consulting psychology

Play Episode Listen Later Oct 9, 2018 48:17

There are so many different models of leadership and there are so many different solutions out in the market. Martin Lanik, CEO of Pinsight and the author of the business bestseller, The Leader Habit, says what makes their process different is the realization that traditional classroom-based leadership development just doesn’t work. They focus on 5-minute daily leadership exercises that build positive habits. They work with organizations to help them hire better leaders, and then to promote better leaders to identify the right high-potentials that they should invest in and to develop them to prepare them for executive positions. Martin shares some effective leadership behaviors you can practice to the point that they are your second nature. Watch the episode: Listen to the podcast: Hiring and Developing Better Leaders with Martin Lanik We are in Downtown Denver with Martin Lanik. He’s the CEO of (https://www.amazon.com/Leader-Habit-Master-Lead-Minutes/dp/0814439349) . I had the good fortune of getting a copy before it was released and finished reading it. Martin, thank you so much for taking time to be on the podcast. I’m happy to be here. Thank you, Bob. Martin, if you would tell us a little bit about your business and who you serve. I run a software company called Pinsight and we focus on leadership development and leadership assessment. We work with organizations to help them hire better leaders and then to promote better leaders to identify the right high potentials that they should invest in and to develop them and prepare them for executive positions and work with those high potential as we are developing them. I’m paramilitary so the leadership model was pretty understood and taught and so on. What took you down the path of working on leadership and developing solutions and applications to help? I have a background in Industrial Organizational Psychology. I have a PhD from Fort Collins from Colorado State University. I started very early on in my career focusing on leadership and leadership assessment and then development. Then I worked as a consultant out of Pittsburgh and London working with global organizations, helping them with their leadership strategy. When the recession hit, I identified an opportunity. I thought, “There’s an opportunity here in the market where you can take all the really good parts of general leadership programs and then streamline them so they become much more cost-effective and scalable globally. That’s how I founded Pinsight. Let’s make leadership as natural as brushing your teeth. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fhiring-and-developing-better-leaders-with-martin-lanik%2F&text=Let%E2%80%99s%20make%20leadership%20as%20natural%20as%20brushing%20your%20teeth.&related) I think about the folks that are listening and they’re going, “There’s a number of leadership programs with one description or another.” It’s really module-based inside the book where you could go through and try to do some work with big topics and work your way through, what led you basically to the thought process to start chunking it for lack of a better term? You are absolutely correct. There are so many different models of leadership and there are so many different solutions out in the market. What makes our process different is the realization that your traditional classroom-based leadership development just doesn’t work. This was actually why I decided to write the book. Several years ago, I came across an article in the Journal of Consulting Psychology that shows that American corporations year-over-year are now spending more and more money on leadership development, to the point that it was about $14 billion in 2012. Our general confidence in leadership is actually decreasing. There’s a negative relationship....

Why Businesses Should Think About Exit Planning with Holly Flores

watch america rocky mountain thinking president begin statistically ebitda click to tweet exit planning exit planning institute certified exit planning advisor

Play Episode Listen Later Oct 8, 2018 44:18

We often hear the saying, “Begin with the end in mind.” However, no one would think of applying this when it comes to business. Thinking about the end is often overlooked that it becomes a problem. Statistically, 80% of business owners either do not transact at all or did not transact with the value they think they should have gotten. Holly Flores, president of the Rocky Mountain chapter of the Exit Planning Institute, talks about exit planning, succession, and why it’s important for businesses to take this in mind. She covers the EBITDA which stands for earnings before interest, taxes, and depreciation, as well as the valuation, the processes, transactions, sales options, and more. Watch the episode: Listen to the podcast: Why Businesses Should Think About Exit Planning with Holly Flores We have Holly Flores. She’s the President of the Rocky Mountain Chapter of the (http://exit-planning-institute.org/chapter/epi-rocky-mountain-chapter/) . She is also a Certified Exit Planning Advisor. We’re very fortunate. Thanks for taking the time to come in. It’s my pleasure. I’m excited to be here. Holly, tell us a little bit about what you do with the Exit Planning Institute as well as what you do as a Certified Exit Planning Advisor? I got to the Exit Planning Institute via my day job as a Value Advisor with Quantive (https://goquantive.com/) where we do business valuation. Those business valuations are often a triggering point for Exit Planning. What Exit Planning is, some people think of it as a negative because exit, they think I’m coming near the end of my life, but it means succession planning in business. Exit Planning does not mean planning for an exit for tomorrow. It means planning for transitioning out of your business sometime down the road, whether it’s six months from now or five years from now. We often say you always want to start with the end in mind. We transfer that over into other parts of our life but when we run a business, sometimes we fail to have that conversation. With the Exit Planning Institute, who has done a great job over the past five or so years, bringing that vocabulary to the forefront of advisors all across the country, I wanted to be part of it and see how I could integrate that into my business. From day-to-day, I may work with the business on determining their current value and maybe looking at that for a handful of reasons. First of all, for transaction, for litigation, for tax planning but often that conversation, when they see the value, all of a sudden, the light goes on. They see what it’s worth and they’re excited or they see what it’s worth then they’re a little disappointed and they start thinking about, “What does the path forward look like?” We hear triggering event and we hear exit and succession and go, “I died.” That’s usually what you get. In going backwards a little bit, the statistics around Exit Planning, succession planning are pretty grim, aren’t they? They are. Statistically, 80% of business owners either do not transact at all or do not transact at the value that they think they should have gotten. If you think about that, the opportunity that is out there for us to improve upon this is huge. It’s limitless, especially when you think about how many small businesses there are in every city in America. If you are an advisor working with business owners and you’re not having this conversation, then maybe there’s an opportunity that you’re missing as well as there was a part of me that thinks we’re failing as advisors if we don’t have that difficult conversation and say, “Have you thought about what’s next?” Most business owners think they’re immortal. Click To Tweet...

How to Make the Most Out of Conferences- In Just 7 Minutes with Robbie Samuels

discover marketing business invisible effective conferences croissants lifehacker symptoms click to tweet professional speaker robbie samuels inclusive networking resources links

Play Episode Listen Later Sep 20, 2018 8:45

Hear insights to help you achieve the leadership position you’re seeking Discover and unlock the business opportunity that comes from building the business relationship in networking Learn tips on how you can sharpen your in-person networking skills Resources/Links: www.robbiesamuels.com/MTI Summary Robbie Samuels is a Strategic Business Coach & Professional Speaker. He helps his clients shift their mindset around relationship building, so they discover new connections and business opportunities. His work has been featured in Inc. and Lifehacker, and is the author of the best-selling business book Croissants vs. Bagels: Strategic, Effective, and Inclusive Networking at Conferences. He is the host of the On the Schmooze podcast In this episode of Marketing the Invisible, Robbie shares how he helps businesses owners build relationships, not just a network. Check out these episode highlights: 00:54 – All about Robbie Samuels 01:57 – Robbie describes his ideal clients who are women entrepreneurs who want to bring their career or business to the next level 02:30 – Business networking problems he helps solve for his clients and why he chose that niche 03:40 – Symptoms his client's experience with building their network 05:33 – Common mistakes his clients make 06:43 – Robbie’s Valuable Free Action (VFA): Form a habit of having two touch points a week. 07:40 – Robbie’s Valuable Free Resource (VFR): www.robbiesamuels.com/MTI Tweetable Takeaway from this Episode: “I help build business strategies that are based on strong relationships.” - @robbiesamuelsClick To Tweet “Some business owner feel that networking is a total waste of time because they put their energy and their time into going but it is the wrong kinds of events and those really not relating to some kind of strategy.” - @robbiesamuelsClick To Tweet “Business owners do not think to offer that little small resource during a conversation because they do not think to add a small business value or what they should be doing, they do not think it is important enough to add big value.” -…Click To Tweet “Business owners must do two touchpoints a week. It can be a follow-up conversation, a coffee chat, a virtual get to know you call, it could be sharing a resource. Just any small effort to connect or reconnect with people and their network.” -…Click To Tweet

237 | Creativity, Wisdom, Bodies, Sex + Food Connection, Psychedelics, Dance & music with Tasha Blank DJ and teacher

LET IT OUT

Play Episode Listen Later Sep 19, 2018 99:35

Notes from the Show:-Tasha Blank on The Web | Instagram | Facebook | Soundcloud | Twitter- Tasha's course Radical Movement 101 : Early bird pricing goes until October 1. Enrollment closes October 17.-The Feldenkrais Method-Burning Man-How to Change Your Mind by Michael Pollan- The 5 Rhythms Dance Practice- The Get Down Dance Party | Instagram |All original music composed by Carolyn Pennypacker RiggsAlbum art by Zoie HarmanCool Things to Check-Out:-Come to my Wellness Workshop with Kelsey Patel in NYC and DC. Register here.-Come to my New Years Eve 2 night retreat at Kripalu Retreat Center. Get your tickets here. Use code OCTOBER20 for 20% off until October 20th!-Sign-up for my newsletter to get updates on where I'll be and what I'm loving!-Join the listener Facebook Group-Get my book Let It Out: A Journey Through Journaling. This episode was supported by Organifi. I love their Organifi Green Juice - an organic superfood green juice powder you just add to water to get your greens anytime, anywhere! The best part? It actually TASTES GOOD! Try it for yourself and use discount code LETITOUT at www.organifi.com to receive 20% off your order!This episode was also supported by Care/Of who creates personalized supplement packets for you based on your unique needs and delivers them in daily customized packets.Enter the code "KATIE" at checkout for 25% off your first [clickToTweet tweet="'not so much trying to get to a place when we're healed and we never have a bad day....we're here to experience contrast. that joy of remembering is kinda what life is all about.' #letitoutpod @katiedalebout @djtashablank" quote="'not so much trying to get to a place when we're healed and we never have a bad day....we're here to experience contrast. that joy of remembering is kinda what life is all about.'"][clickToTweet tweet="'therapy isn't enough, dance isn't enough, acupuncture,...it's all of those things together.' #letitoutpod @katiedalebout @djtashablank" quote="'therapy isn't enough, dance isn't enough, acupuncture,...it's all of those things together.'"]

washington dc new york city register new year's eve enrollment change your mind click to tweet kelsey patel let it out a journey through journaling organifi green juice

Making Profit From A Non-Profit Through Grant Proposals with Sherita Herring

Play Episode Listen Later Sep 11, 2018 31:10

As a certified grant consultant and a very successful grant writer, Sherita Herring debunks the enormous misconception around what people think about grants, one of the most common of which is can a nonprofit make a profit? Sherita’s answer is yes, it can. Many small towns are drying up across the country, and there is a need to coach them on how to implement sustainability efforts and go after funding for their town. A lot of small town mayors are not getting their dollars through the government because they just figure there’s no money. Most people aren’t aware there’s millions in tourism grants. Sherita says a grant proposal is nothing but a business plan and to approach an investor is the same language used in the nonprofit arena as the for profit arena. You’ve got to learn how to go after your own money. She teaches how to raise capital, how to speak to investors, and how to prepare your documents to give your grant proposal the best chance at success. Watch the episode: Listen to the podcast: Making Profit From A Non-Profit Through Grant Proposals with Sherita Herring I have as my guest, (http://www.kifoundation.org/) . She’s a certified grant consultant with over $30 million worth of grants secured, the largest being around $14 million. She’s a very successful grant writer. Sherita, thanks for taking time to be on the show. Thank you. It’s an honor. Tell me a little bit about your business and who you serve. I serve individuals that want to make a difference in the world. That could range from celebrities and athletes to someone that has a soup kitchen and they’re working with the homeless. Anyone that wants to make a difference, that’s my ideal client. In the past three or four years, most of my clients have been these super entrepreneurs and small business owners. For most of us, when we hear about grant, and I certainly did before I had listened to you speak. This is the second or third time I’ve heard you speak about grant. There’s an enormous misconception or disconnect between around what people think about grants. Let’s dig into what they do and how you view grants and cover some of that. In the past few years, it’s been entrepreneurs and small business owners because before they would not look or even consider that grants are non-profit arena. They felt like, first of all, I need to make a profit. The misconception and one of the main things that people ask is can a nonprofit make a profit? Yes, it can. There are multimillion and even billion-dollar non-profits. Non-profit just means it’s a non-stock corporation. Once I get them past that misconception in their mind. Non-profit just means it's a non-stock corporation. Click To Tweet (https://twitter.com/intent/tweet?url=http%3A%2F%2Fbusinessleaderspodcast.com%2Fmaking-profit-from-a-non-profit-through-grant-proposals-with-sherita-herring%2F&text=Non-profit%20just%20means%20it%27s%20a%20non-stock%20corporation.&related) You’ve got a project going on now with some small town mayors. Let’s walk through it if we can like a case study of what you did for the small town mayor that you did the grant for. I was on tour and it took me through small town America, and I realized that many small towns are drying up across the country. We did a little research and there’s the graying of America that’s going on. What does that mean? Where you got young kids that live in small towns, they can’t wait to grow up and leave and then what’s being left in these small towns are individuals that now on an average are 60 years old and older. They’re losing jobs, empty homes, empty schools, and you’ve got the older people that are left there. That’s what’s happening. Towns are drying up. Being on tour, I went through my uncle’s small town in Arkansas. He’s the...

watch america arkansas 2f towns click to tweet sherita

How to Get Free Radio Publicity Interviews – In Just 7 Minutes with Scott Fox

marketing invisible founder scott fox click to tweet resources links episode most guest expert

Play Episode Listen Later Jul 26, 2018 7:52

Know how to find podcasts and radio shows that want to interview guests like you Learn how to pitch to podcast and radio shows for free air-time about yor niche and products Learn how to get free radio publicity through podcast interviews Resources/Links: www.RadioGuestList.com www.PodcastsAndRadioShowsDirectory.com Summary Scott Fox is a serial entrepreneur, best-selling author, and Founder of RadioGuestList.com, the #1 podcast and radio show interview booking service. As a Free Publicity Radio and Podcast Expert, he helped 10,000+ authors, celebrities, experts, and marketers of all kinds get booked for free "Guest Expert" appearances on podcasts and radio shows worldwide. In this episode of Marketing the Invisible, Scott talks about how radio and podcast interviews help you gain free publicity if you are an expert, author, celebrity, or marketer and you want to expand your reach and grow your network. Check out these episode highlights: 00:34 – all about Scott Fox and RadioGuestList 01:25 – Scott describes the perfect client for RadioGuestList 01:49 – signal to noise problems that Scott solve for his clients 02:29 – symptoms his clients experience with their publicity tactics dilemma 03:59 – common mistakes his clients make when trying to fix their problems 05:37 – Scott’s Valuable Free Resource (VFR): www.RadioGuestList.com 05:42 – Scott’s Valuable Free Action (VFA): Rethink your pitch. 07:17 – Scott’s Valuable Free TIP (VFT): Do not overlook podcasting and radio. Tweetable Takeaways from this Episode: “Most people are lost in the signal to noise ratio so bad in the internet now.” - @radioguestlistClick To Tweet “ Rethink your pitch. Do not keep sending the same thing month after month and wonder why nobody is answering. Think about what is in the news and then tie your topic into the news.” - @radioguestlistClick To Tweet “Do not overlook podcasting and radio. These folks, these hosts have pre-built targeted audiences they’ve spent months off and years, pulling together the niche that you want. So if you are nice to them, they will put you on there. And they want…Click To Tweet

How to Get and Analyze Conversions from Social Media– In Just 7 Minutes with Nate Gadzhibalaev

marketing google invisible roi google analytics click to tweet

Play Episode Listen Later Jul 24, 2018 8:56

Find out how a well-managed social media generates money Learn how content from Amplifr converts better based on data driven posting and scheduling Learn how Amplifr drives more user engagement and attract viewers to your website Resources/Links: Amplifr: Social media scheduling with social media ROI analytics www.amplifr.com/blog/en/ Summary Nate Gadzhibalaev is the co-founder of Amplifr, the social media scheduling, collaboration, and analytics platform. He has a background in software engineering and product management, and has spent the last few years building a social media automation software with emphasis on analytics, metrics, and profitability of the business’ social media strategy and efforts. . In this episode of Marketing the Invisible, Nate talks about how he helps business owners can get and analyze conversion from social media and how a well-managed social media increase profitability. Check out these episode highlights: 00:34 – Nate Gadzhibalaev as co-founder of Amplifr 01:56 – Nate describes the perfect client for Amplifr 04:40 – symptoms his clients experience with their social media’s engagement and click through rates 05:20 – common mistakes his clients do when trying to fix their problems 06:20 – Nate’s Valuable Free Action (VFA): Set up the goal and conversion tracking on their web tracking service. 07:20 – Nate’s Valuable Free Resource (VFR): www.amplifr.com/blog/en/ 07:56 – Nate’s Valuable Free TIP (VFT): Be very critic about freelance social media professionals out there. Tweetable Takeaways from this Episode: “Throwing more time or more content at the general problem of being unable to understand what type of content produces the result for you is actually a waste of your time and your resources.” - @xnutsiveClick To Tweet “Set up a goal and conversion tracking on their web tracking service be that Google Analytics or something more advanced and then, they should really connect their purchases data, their conversions data from Google analytics with all other…Click To Tweet

The Alternative Dream And Courageous Faith

Bold Moves With JB

Play Episode Listen Later Jun 20, 2018 30:26

SUMMARY:I am excited to share with you my conversation with Caleb Stanley. Caleb helped start The Alternative, a 501(c)3 non-profit organization that partners with the local church, to see generations and cultures come together to experience and encounter the hope of Jesus. Caleb helps keep the vision and dream for The Alternative in front of leaders and influencers, both locally and nationally. He is passionate about people, their story, and how it all plays into the big picture. RESOURCE LINKS:JBMediaCo.netThe AlternativeCalebStanley.comFacebook, Twitter, & Instagram @thecalebstanleyCrossroads ChurchIt’s not about influence, it’s about integrity. Click To TweetKEYNOTE TAKEAWAYS:Being a Christian is not tied to any denomination.It’s not about influence, it’s about integrity.“Faith is the confidence to let everything fall apart.” – Jason UptonPsalm 121:1-2, “I lift up my eyes to the mountains—where does my help come from? My help comes from the Lord, the Maker of heaven and earth.”Have the courage to say yes to God.If God is calling you to it, you got to do it.If you’re not breathing, you’re not living. Understand when you need a season of rest.Trust God along the journey to identifying your calling.Pause, be still, and ask God, “What are you breathing into me right now?”Go make disciples!Go for it!Have the courage to say yes to God. Click To TweetIf you’re not breathing, you’re not living. Understand when you need a season of rest. Click To TweetIf God is calling you to it, you got to do it. Click To TweetPause, be still, and ask God, “What are you breathing into me right now?” Click To Tweet

god lord jesus nonprofits maker dreaming if god trust god click to tweet bold moves caleb stanley

Making Moves To Empower Church Communicators

Bold Moves With JB

Play Episode Listen Later Jun 13, 2018 32:23

SUMMARY:I am pumped today to share with you my conversation with Justin Dean. Justin is a communications advisor, entrepreneur, author, and speaker helping churches and ministries relate and engage online. He is the cofounder of That Church Conference, an annual conference focused on digital communications training for churches, and Sunday University, an online training resource to help you become a church communications and marketing pro. In this episode Justin shares the transition he made from the corporate world to ministry, the launch of That Church Conference, and what it takes to write and self-publish a book.RESOURCE LINKS:JBMediaCo.netJustinJDean.comFacebook, Twitter, & Instagram @JustinJDeanThat Church Conference – Use Coupon Code “BOLDMOVES” for $100 the conference ticket price.Sunday UniversityAtlanta Tech VillagePR Matters – A Survival Guide For Church CommunicatorsSocial Media Guide For ChurchesSurround yourself with people who speak life into you.Click To TweetKEYNOTE TAKEAWAYS:Our security is in Christ Jesus.Make sure you have a support system when making a move.Surround yourself with people who speak life into you.Keep your eyes open for problem solving opportunities.As Church Communicators, we have the best story to tell.Schedule a writing day when committing to write a book.Keep your eyes open for problem-solving opportunities. Click To Tweet

christ jesus surround click to tweet bold moves that church conference justin dean

How to Grow Your Business by Being a Guest on Podcast in 7 Minutes with Andrew Allemann

marketing invisible andrew allemann podcast guests click to tweet great guests episode being

Play Episode Listen Later Jun 7, 2018 8:50

Learn how a podcast guesting can help you expand your reach and network Learn how to create a Podcast One Sheet Learn how having a ‘list of questions’ can help you pitch your expertise better and screen your podcast guests Resources/Links: Podcast Guests: Connecting Podcasters with Great Guests Summary Andrew Allemann is the creator of Podcast Guests, which connects podcasters with experts, authors and other podcasters. In this episode of Marketing the Invisible, Andrew and Tom deep dive into how podcasters can connect, invite and screen relevant experts and other podcasters to be guests on their show in order to grow their network. Check out these episode highlights: 00:53 - Andrew Allemann as the creator of Podcast Guests: Connecting Podcasters with Great Guests 01:25 - who is his ideal client 02:59 - symptoms his clients experience when they forget to stand by their authority 05:06 - common mistakes people make when trying to connect with potential guest 05:31 – importance of having a ‘one-sheet’ as a podcaster 06:53 - Andrew’s Valuable Free Action (VFA): Create a one-sheet and come up with that list of questions that will really help you figure out which podcast makes the most sense for you. 07:30 - Andrew’s Valuable Free Resource (VFR): list of 4000+ podcasts looking for podcast guest 08:00 - Andrew’s Valuable Free Tip (VFT): Do not get too hung up on which podcast you are going on. Tweetable Takeaways from this Episode: Being a guest on a podcast is a great way to grow your business but getting podcaster to invite you on their show can be a lot of work.Click To Tweet I bring the podcasters into the room so you do not have to go through of all that mess trying to figure out who they are, and contact them.Click To Tweet People do not understand the podcast that they are going to be on and what their qualifications are.Click To Tweet Treat every podcast as an opportunity.Click To Tweet

How To Get Media Coverage And Amplify Your Agency Brand

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later Jun 6, 2018 24:59

Wondering how you can get PR and media coverage a for your agency? Afraid your agency isn't newsworthy? Then it's time to learn some simple tips to get your agency the media coverage it deserve so you can generate interest and leads organically, plus amplify your brand. Today's show guest is talking ways to jump-start your agency's publicity. In this episode, we'll cover: 3 tips to achieve media coverage. The #1 thing to do for a media interview. Today I chatted with Emily Richett, founder and owner of Richett Media. In 2013, Emily left her job as a TV news reporter to start a new venture and naturally leaned towards publicity. Over the past five years her agency has grown from a solo act, to now 5 full time employees. Emily shares some great advice on working with different media outlets and how to start getting your agency in the news. 3 Tips To Achieve Media Coverage Your agency is newsworthy, even if you don't think so. There are always ways to be newsworthy if you understands what the media outlets are targeting, what they care about and the natural ebb and flow of the news cycle. Emily shared 3 big tips for getting noticed by the media: Make it easy for the media to want to cover your story. The media is going to cover seasonal and holiday trends, based on their annual calendar. If you can connect the dots for them and align with a season or time-sensitive current trend you're more likely to get noticed. Create the hook for the media. Often times reporters are too busy, so if you do some of the leg work for them it's a much easier sell. Tie into what the media outlet's viewers care about. People care about people (not businesses) and their impact on society. Outline how your agency is making an impact, whether on a local or national level. Utilize social media as a media lead generation tool. On Twitter search #journalrequest, where journalists request information and quotes for stories. On LinkedIn, use Dux Soup as a lead generation tool to leverage for media lead generation. Check out other resources, like H.A.R.O. ("Help a Reporter Out") The #1 Thing To Do For a Media Interview Prepare in advance! You want to leverage this media opportunity, so you MUST do your homework in order to make your media coverage great. See if you can find out what questions they will ask. A great way to do this is to study past interviews. Create a list of questions you want to be asked in order to touch on the important topics; provide the list to the media outlet. If your agency will be in print, provide professional pictures and /or headshots. If you agency will be on TV, shoot a hi-res B-roll and provide it. Remember to be yourself. Find your agency's voice. [clickToTweet tweet="Fifty-percent of a great PR opportunity is getting the press. The other 50% is leveraging the media exposure." quote="Fifty-percent of a great PR opportunity is getting the press. The other 50% is leveraging the media exposure."] Always have a call to action with media coverage. Make sure the viewers can find your agency or your client. For Emily's free entrepreneur's publicity guide, click here. Ready to Discover the Best Agency Strategies Working Today? [Invitation-Only Group for Digital Agency Owners] Most agency owners struggle to scale. We’ve developed a process that will guide you through the journey of implementing the right systems so you can scale your agency — instead of feeling overwhelmed by it. We do this by bringing together agency thought leaders to share strategies, offer advice, and reveal what’s working (and what’s not working) in their agency. The truth is, whatever you want to accomplish in life, nothing will help you go further, faster than getting the right advisor in the context of motivated peers. If you want to GROW fast and smart, here's how Agency University™ Mastermind will HELP. Request your personal invite here.

tv discover marketing pr agency afraid digital tie outline fifty publicity request wondering for emily utilize click to tweet dux soup emily richett

#009: Five Friends Every Man Needs to Thrive in Life w/ Kenny DeShields

Adventurous Faith: Life to the Full

Play Episode Listen Later Jun 6, 2018 34:41

The more crap I go through in this life the more I realize I cannot do it on my own. I would simply fail time after time at trying to get things done, accomplish goals, and see good done in the world by my own hands. There’s a good chance you find yourself in the same shoes. You want to make a difference in this life you’ve been given, but sometimes you’re left wondering how in the world you’d like to go about doing it. Here’s the reality we need to remember - The vehicle for thriving in this life and making a dent in this world happens through people. If you want to succeed in life, you have to succeed in friendships. [clickToTweet tweet="If you want to succeed in life, you have to succeed in friendships. " quote="If you want to succeed in life, you have to succeed in friendships. "] Today, on the Adventurous Faith podcast, I am joined with one of my best friends Kenny Deshields, and we are going to take a deep dive into the 5 friends that every man needs to thrive in life. If you want to be the best man possible, you need to have these 5 friends in your life. THE FIVE FRIENDS EVERY MAN NEEDS TO THRIVE IN LIFE 1. The Truth Teller 2. The Listener 3. The Sage 4. The Merciful 5. The Risk Taker How do you get these friends? If you’re anything like me, you may struggle to find each of these types of men in your life. But it doesn’t change your need for them. You need each of them, I promise you. Some of the guys in your life will morph and take on different roles at different times. In my own life, most of the time these are all separate men. I have identified their gifts and I seek out a friendship. I don’t always have each of these roles filled, either. But I am always seeking them out. If you want to thrive in life and make a dent in this world, it begins with relationships. It begins with these 5 types of men that will help form and shape you into the man you want to become. I wrote a blog post about the 5 friends every guy needs - check in out HERE. WHAT YOU'LL LEARN ABOUT IN THIS EPISODE Kenny's Story and how God brought him to St. Louis The epic story (ok, maybe it's not epic...ha!) about how Ben & Kenny met. Each of the 5 types of friends that you need in your life and how you can begin searching for them. RESOURCES MENTIONED IN THE SHOW Graham Cooke on Twitter Christine Caine on Twitter FREE RESOURCE: How to Find Killer Friends

performance relationships god wisdom jesus friendships risk merciful adventurous faith click to tweet truth teller

How to Increase Engagement and Conversion Using Video in 7 minutes with Ryan Spanger