Podcasts about cultivate advisors

Join Camilla Jeffs as she shares her journey from early real estate ventures to becoming a business leader. Discover her insights on buying versus building a business, buying a construction company, and building remotely. Camilla highlights the importance of partnerships, client experience, and acquiring financial skills. She also delves into balancing family life with entrepreneurship, involving children in business, and utilizing tax benefits. Learn about her experiences with flood restoration, condo renovations, and selecting trade partners. Camilla's transition to consulting with Cultivate Advisors is discussed, along with advice for young professionals.

Most business owners will tell you they built their company for freedom. But somewhere along the way, the business stops working without them in it. It becomes something they can't step away from, can't sell, and can't scale past their own bandwidth. In this episode of The Retirement Fiduciary, Adam Koos, sits down with Tiffany Helton, operational scaling and profit strategy expert at Cultivate Advisors, to talk about what founder dependency actually costs, how to build a business that runs without you, and why exit planning is really just good business strategy, no matter how far out your timeline is. Episode Timestamps 00:00 – Intro & guest background: Tiffany's path from busing tables to building and scaling multi-unit restaurant groups 05:00 – What founder dependency really looks like, and the test every owner should run on their business 10:00 – The $20/hour trap: why owners doing low-value tasks is killing growth and exit potential 15:00 – The financial risk of being too important to your own company (death, divorce, disability, and deals) 20:00 – Business transition and exit planning: why it's not about leaving, it's about growing 25:00 – Profitability vs. revenue growth: what your financials are actually telling you 31:00 – Delegation vs. operational leadership: the difference and why it matters 35:00 – The $523/hour question: backing into your real hourly value as a business owner 38:00 – What buyers actually look for, and how to set your business up to attract them 40:00 – Final takeaways and where to start if you want more freedom in your business Key Takeaways

In this episode of The Exit is Now podcast, host Scott Snider welcomes Jeff Armstrong, a seasoned entrepreneur and Partner at Cultivate Advisors through DriveValue.com. Together, they explore the pivotal role Cultivate Advisors plays in the exit planning ecosystem, offering strategies and insights that help business owners prepare for their next chapter. Jeff also shares how his own journey as a business owner has shaped his perspective and approach, bringing real-world experience to the clients he serves.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Episode Summary:Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business, Jeff shows how becoming the expert on your client's largest asset creates unbreakable loyalty. He shares why 97% of business exits disappoint owners and the actions that transform you from replaceable vendor to irreplaceable quarterback.About the Guest:Jeff Armstrong built and ran a laser printer repair company for 23 years before joining Cultivate Advisors. He helps financial advisors avoid losing clients to "big league" competitors by becoming business optimization experts.The Brutal Reality:Devastating Statistics: 50-70% of business owners fire their advisor after liquidity events when investment banks suggest they need "serious players."Hidden Epidemic: Only 30% of businesses attempting to sell complete transactions. Of those that sell, 90% disappoint owners. This means 97% of exits fail expectations.Shared Blind Spot: 99% of business owners cannot answer: What's my business worth? What multiples apply? What drives value? Most advisors share this blindness.The Cultivate Solution:Target Market: Businesses generating $1-15 million annually, matched with former business owner advisors who've successfully exited.Partnership Model: Cultivate functions as team extension, creating "alley-oops" for investment planning and tax strategies as business performance improves.Process: Free business valuation, gap analysis, prioritized roadmap. Owners implement independently or engage ongoing support.Creating "Stickiness":Becoming Irreplaceable: Help optimize their most valuable asset, and Goldman Sachs becomes irrelevant. You're their strategic partner, not just money manager.Personal Trainer Effect: Business owners need accountability and implementation. You become associated with success at the source.CEPA Training Revolution:Implementation Gap: Traditional training provides knowledge without application skills. Cultivate's immersion events bridge this gap.Viral Success: November event sold out after going viral within Edward Jones's 1,400 CEPA network.Implementation Strategy:Start Small: Pilot with one client. Cultivate includes you in calls and provides quarterly reporting.Full Integration: Real-time business metrics create natural wealth management conversations.Connect with Jeff:LinkedIn: Jeff Armstrong  Email: jeffa@cultivateadvisors.com  Website: cultivateadvisors.comBottom line: While other advisors wait for liquidity events, smart advisors help create them and build unbreakable relationships. Claim your free audiobook copy at: www.theshortbookformula.comSupport the show

Send us a textIn this episode, host Matt Jones sits down with Jeff Armstrong from Cultivate Advisors—a seasoned entrepreneur and expert in helping business owners unlock the true value of their companies. Building on conversations from previous episodes about buying and selling trade businesses, Matt and Jeff dig deep into what it really takes to prepare your business to be an attractive, saleable asset.⏱️ Timestamps:00:00 Trade Business Mergers & Sales Insights05:04 Business Owners' Ownership Transfer Blind Spot08:17 "Business Exit Strategy Insights"12:05 Business Health Score Evaluation15:11 "Evaluating Enterprise Value"18:51 Owner Dependency in Business Operations22:21 "Exit Planning Methodology Overview"24:19 "Measuring Success Beyond Financial Metrics"29:32 Transitioning to Paid Marketing Strategies32:47 Business Evaluation and Future Planning34:10 Customized Growth Strategy Blueprint37:31 Discussing Business Exits and ValueTakeaways:Why 70% of trade businesses never sell—and how to avoid being one of themWhat “enterprise value” actually means for tradies, and why it mattersThe top blind spots that keep owners stuck as the main cog in the machineHow to turn your business into a cash cow OR sale-ready assetJeff shares powerful insights into the concept of “enterprise value,” explaining why most business owners mistakenly view their companies as just income producers rather than valuable, transferable assets. The conversation explores common blind spots, key value drivers like owner dependency and financial clarity, and practical steps you can take—even if you're not planning to sell right away—to build a business that runs without you and stands out to buyers or investors. Get FREE marketing insights for your business when you complete the Opportunity Scorecard - https://go.tradiewebguys.com.au/ Don't let your business fall behind—explore the power of AI with Tradie Hub. Visit tradiehub.net to see the innovative AI tools crafted just for tradies. Discover how you can stay ahead and transform your business with cutting-edge technology!

Dan Gramann is Co-founder of Cultivate Advisors, a business growth advisory firm that helps entrepreneurs scale their businesses, increase profitability, and prepare for eventual exits. Under his leadership, Cultivate Advisors has grown to work with businesses of all sizes, from startups to established enterprises, across diverse industries. With experience launching and leading hundreds of franchises across industries, Dan has supported thousands of entrepreneurs in achieving measurable growth through tailored advisory strategies. In this episode… What does it take to build an agile business that can capitalize on future opportunities? From scaling operations to preparing for a potential sale, how can entrepreneurs position their businesses for sustainable growth? According to Dan Gramann, a seasoned entrepreneur and advisor, building a scalable and sellable business starts with mastering the fundamentals: clear systems, strong leadership, and a focus on measurable growth. He highlights the importance of defining precise processes for sales, marketing, and talent acquisition and creating systems that ensure long-term profitability. Dan also recommends aligning operations with long-term goals, ensuring the business can function independently of its owner and stand out to potential buyers. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Dan Gramann, Co-founder of Cultivate Advisors, to discuss how entrepreneurs can create scalable and sellable businesses. They talk about the key components of a successful business growth strategy, the importance of aligning leadership and talent, and tools for entrepreneurs to measure and improve their business' health.

Dan Gramann is the Co-founder of Cultivate Advisors, a business growth advisory firm that helps entrepreneurs scale their businesses, increase profitability, and prepare for eventual exits. Under his leadership, Cultivate Advisors has grown to work with businesses of all sizes, from startups to established enterprises, across diverse industries. With experience launching and leading hundreds of franchises across industries, Dan has supported thousands of entrepreneurs in achieving measurable growth through tailored advisory strategies. In this episode… What does it take to build an agile business that can capitalize on future opportunities? From scaling operations to preparing for a potential sale, how can entrepreneurs position their businesses for sustainable growth? According to Dan Gramann, a seasoned entrepreneur and advisor, building a scalable and sellable business starts with mastering the fundamentals: clear systems, strong leadership, and a focus on measurable growth. He highlights the importance of defining precise processes for sales, marketing, and talent acquisition and creating systems that ensure long-term profitability. Dan also recommends aligning operations with long-term goals, ensuring the business can function independently of its owner and stand out to potential buyers. In this episode of the Rising Entrepreneurs Podcast, Dr. Jeremy Weisz sits down with Dan Gramann, Co-founder of Cultivate Advisors, to discuss how entrepreneurs can create scalable and sellable businesses. They talk about the key components of a successful business growth strategy, the importance of aligning leadership and talent, and tools for entrepreneurs to measure and improve their business' health.

Business partners Dan Gramann and Greg Maddox from Cultivate Advisors join Scott in the Exit is Now podcast studio. They discuss their journey from initial failures to success, emphasizing the importance of diffusing egos and identifying strengths in business partnerships. They also delve into the findings of the 2023 State of Owner Readiness survey and explore six key business elements that create significant value. Their deep business owner research complements the survey, providing valuable insights into owner readiness and business growth.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

“Integrity and consistency are the bedrock of successful leadership." – Amy Jones   Amy Jones exemplifies what it means to lead with integrity and empathy. As a business advisor at Cultivate Advisors, founder of a real estate flipping company, third-degree black belt, and published author, Amy is deeply committed to her teams and clients. Guided by her father's influence, Amy built a career that shows the power of mentorship and skill development, co-founding Smart Mentor Systems to offer invaluable resources from experts.   In this episode of Made for Impact, Amy shares her journey in real estate, her passion for developing others, and her insights on servant leadership with host Gretchen Schott. Join us to discover how focusing on individuals' strengths, fostering coachability, and prioritizing employee fulfillment can transform both your leadership style and your business.   Tune in to this episode to gain actionable insights into: How prioritizing empathy and relationships builds a culture of integrity and consistency Becoming an effective servant leader that encourages growth and development in yourself and others How to balance results-driven goals with personal fulfillment for employees by recognizing individual strengths   Get in touch with Gretchen, and let her know which impactful leaders you'd like to hear from: Connect on LinkedIn or Subscribe to our newsletter.    Loved this episode? Leave us a review and rating here: https://link.chtbl.com/QY4Knw_x     Strong leaders at all organizational levels are requisites for business success. Gretchen Schott's GrowU Leadership Pathways keeps a leadership ‘pipeline' flowing to ensure skilled and competent leaders are present throughout every brand in the Threefold Portfolio. This episode of Made for Impact delves into the last of six core competencies in this leadership journey – Servant Leadership.    Jump into the conversation: [00:00] Introduction by Made for Impact with host Gretchen Schott [3:10] Amy Jones' journey as a leader [9:53] Explanation of coachability as openness to dialogue and willingness to learn [16:01] Effective communication and understanding people as fundamental leadership principles [18:04] Challenges of outdated authoritarian leadership styles and the importance of adapting to evolving employee expectations [19:44] Importance of prioritizing employee fulfillment and growth over the fear of them leaving [23:34] Amy Jones' definition of servant leadership and its application in business [25:28] Example of applying servant leadership principles in Amy's organization [29:05] Importance of taking responsibility for actions and decisions

Send us a Text Message.In this episode of the Figure Eight podcast, Julie converses with Tina Sue Moser, a former entrepreneur who sold her business and now partners at Cultivate Advisors. Tina Sue recounts her journey from starting her business for flexibility as a mother, through the challenges of entrepreneurship, to successfully selling her company. Tina Sue Moser is a Business Growth Strategist, Certified Exit Planning Advisor and Life Coach who began her journey over 20 years ago with a leap into entrepreneurship after saying goodbye to the corporate world when she became a mother. Despite having no prior business experience or mentors, she continuously pushed her boundaries, introducing new services, making strategic acquisitions, and forging valuable relationships until becoming a top producer in the industry and successfully selling her business at top dollar.Tina Sue is currently a Partner, Growth Advisor and Director of Finance for Cultivate. With her desire to help as many women entrepreneurs as possible, Tina Sue also hosts a podcast (Women Choosing Growth) to share her expertise and the expertise of other successful women. Her motto for this community of women helping women is “We are Better Together". You can learn more about Tina Sue and her story here. Julie and Tina Sue discuss...Becoming an entrepreneur (00:01:20)Tina Sue's decision to become an entrepreneur after a life-changing event, her experience as a new entrepreneur, and pushing boundaries to grow her business. Selling the business (00:09:06)Tina Sue's decision to sell her business, the unexpected nature of the sale, and the challenges of deciding what's next. Transition to advisor role (00:13:38)Tina Sue's transition to becoming an advisor and finding her passion for helping others. As an advisor Tina Sue focuses on financial education and growth by acquisition, and explains the importance of understanding business metrics.Coaching through acquisition (00:20:29)Tina Sue shares her experience of coaching people through acquisition. She reflects on the challenges and pitfalls of acquisitions. Furthermore, she unpacks the emotional process of letting go after selling her business.What to do after selling a business (00:28:10)The discussion revolves around different options after selling a business. Tina Sue shares her experience of transitioning from a solo entrepreneur to joining Cultivate Advisors as a partner, emphasizing the importance of peer support.Balancing personal needs (00:32:12)Tina Sue discusses the importance of fulfilling personal needs and finding satisfaction in different aspects of life, including work and hobbies. Tina Sue shares her dedication to continuing the growth of Cultivate Advisors and her openness to future opportunities, reflecting the entrepreneurial spirit.You can connect with Women Choosing Growth through their Instagram page, Website, and PodcasYou can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering Big Gorgeous Goals. What did you think of this conversation? We'd love if you'd rate or review our show!

"When you align your business's core values with your passion to impact the community, you create a ripple effect that goes beyond profits and sales." - Andrea Ross Imagine transforming your company into a beacon of positive change without compromising your bottom line. Andrea Ross is no stranger to impactful leadership and social responsibility. As an entrepreneur, small business advisor, and life and executive coach, she knows how to seamlessly integrate corporate social responsibility (CSR) into your business framework. With a storied career that includes founding an award-winning tourism company in Southeast Asia and establishing a grassroots nonprofit, Andrea embodies what it means to blend business acumen with a heart for community service. Currently, at Cultivate Advisors, she helps small businesses unlock their full potential by focusing on impactful, value-driven strategies  In this episode of Made for Impact, she shared her insights on how aligning CSR with your core values strengthens your brand and drives employee satisfaction and retention. with host Gretchen Schott.     By tuning in to this episode, you'll discover: How tapping into the passions of your team can skyrocket employee satisfaction and retention That strategic empowerment means streamlining your charitable efforts into a powerful CSR initiative resonating with your company's values What effective approaches to engage clients and communities in a way that aligns with your company's story   Connect with Andrea Ross: https://www.linkedin.com/in/andrea-ross-25a60a4/  More on Cultivate: https://cultivateadvisors.com/ Get in touch with Gretchen, and let her know which impactful leaders you'd like to hear from: Connect on LinkedIn or Subscribe to our newsletter.  Loved this episode? Leave us a review and rating here: https://link.chtbl.com/QY4Knw_x     Strong leaders at all organizational levels are requisites for business success. Gretchen Schott's GrowU Leadership Pathways keeps a leadership ‘pipeline' flowing to ensure skilled and competent leaders are present throughout every brand in the Threefold Portfolio. This episode of Made for Impact delves into the last of six core competencies in this leadership journey – Servant Leadership.    Jump into the conversation: [00:00] Introduction by Made for Impact with host Gretchen Schott [4:20] On the importance of corporate social responsibility [7:43] Properly engaging teams, communities, and clients [11:23] Strategies for streamlining purpose and social impact back into the business [14:43] Strategies for streamlining charitable efforts [16:13] Discussion on the different challenges businesses may face to create impact [20:08] Importance of purpose and social impact for employees [22:09] Measuring CSR success with KPIs [25:58] Gretchen Schott thanks Andrea for her insights  

In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position.Journey to Business Mastery: From Paper Routes to CEOExplore his entrepreneurial journey from his early days managing paper routes to his leadership role at Cultivate Advisors. Discover how personal experiences and challenges shaped his approach to business coaching, focusing on actionable advice rather than traditional methods.Defining the Edge: Cultivate Advisors' Unique ApproachLearn about the distinctive strategy of Cultivate Advisors in the crowded business coaching industry. Unlike typical coaches, he and his team offer hands-on advisory services, leveraging real-world entrepreneurial experiences to drive meaningful business growth and enhance enterprise value.Revolutionizing Enterprise Value: Strategies for Business GrowthHe elaborates on the concept of enterprise value and its critical role in assessing a company's worth, similar to real estate valuation. Casey explains how improvements in this area can significantly increase a company's market value without necessarily boosting revenue.Key Insights for Elevating Business ValueEnterprise Value as a Core Metric: Unpack the importance of focusing on enterprise value rather than just revenue, with practical tips on how business owners can shift their metrics for better financial outcomes.The Importance of Quality and Strategic Risk Management: Discuss the critical role of delivering high-quality products/services and managing business risks through informed decision-making and robust planning.The Power of Expert Partnerships: Explore how working with specialized advisors like Cultivate Advisors can amplify your business's growth potential and facilitate smoother transitions and scalability.Elite Growth Academy: A Convergence for Collaborative LearningAnticipate the upcoming Elite Growth Academy in San Diego, where advanced strategies for business growth and value acceleration will be shared. It is a vital opportunity for professionals to learn, network, and collaborate.About our Guest:Casey Clark, CEO of Cultivate AdvisorsYou can learn more about his work at:Website: https://cultivateadvisors.com/our-advisors/casey-clark/About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.Claim your free audiobook copy at: www.theshortbookformula.comSupport the Show.

Ryan Valencic, an accomplished entrepreneur with a 12+ years in the trenches, has built and successfully exited multiple businesses. With a family background in franchising, Ryan continues to hone his skills as a serial entrepreneur, currently overseeing multiple companies. He is in the midst of launching an innovative health tech platform and about a year ago, Ryan joined Cultivate Advisors to lead their partnerships, drawing on his extensive professional experience to drive new opportunities. In this episode, Pete and Ryan dive into concepts like business owner freedom, effective coaching, and what it may look like in the future when it comes to growing and exiting a business successfully. Ryan also highlights the importance of mission alignment, disciplined execution, and the value of saying no to ensure business success. Whether you're an established entrepreneur or just starting out, Valencic's insights on navigating the business landscape, particularly in the HALO sector, promise to be educational. "Don't create yourself a job," states Valencic. "You build yourself as the keystone of the company and your removal is going to have your exact skill set, which is probably close to 0. So I think it's being in a spot where you left the systems, the processes, and the product or service that you sell be the value of the business, not your unique skill set to where your removal collapses the company." Key themes discussed Selling a business takes a lot of work! Entrepreneurs should build sellable businesses, not jobs. Mission alignment is critical for business success. Navigating traditional medicine, creating platform for connections. Buying a franchise requires honesty, time, and commitment. Navigate and (try to!) steer clear of the inevitable bumpy ride. A few key takeaways: 1. Ryan emphasizes the importance of establishing a business that can function and grow independently of the founder's direct involvement. This involves creating robust systems, processes, and products/services that hold their value irrespective of the founder's unique skills. 2. Successful business operations require a mission alignment among team members and stakeholders. Ryan highlights that having passionate and mission-aligned people is crucial for driving a company's vision and ensuring consistency in purpose and goals. 3. The decision to franchise should be taken cautiously, particularly ensuring that the unit economics make sense and that the business model is replicable by others. He advises entrepreneurs to fully grasp their business's financial viability before venturing into franchising. 4. Regarding advisory services, Ryan stresses the importance of matchmaking between business owners and advisors who can best fulfill their needs. He asserts that advisory shouldn't require hard selling; the business owner should recognize the value intuitively. 5. Ryan differentiates between motivation and discipline, asserting that while motivation might get you started, discipline is what sees you through to the end. Successful entrepreneurship is often about consistent, disciplined actions rather than sporadic bursts of motivation. Resources:  Ryan Valencic: https://www.linkedin.com/in/ryan-valencic-3444b9144/   Cultivate Advisors: https://www.cultivateadvisors.com  Well Connekt: https://www.wellconnekt.com/  Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com  Connect With Us:  Instagram: https://www.instagram.com/thehaloadvisors/?hl=en  Facebook: https://www.facebook.com/Integritysquare  YouTube: https://www.youtube.com/@halotalks  LinkedIn: https://www.linkedin.com/company/integrity-square/  Website: https://www.halotalks.com  Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.

This week on The Exit: Tina Moser has come a long way since her start in entrepreneurship, which she describes as being like jumping from a plane and building the parachute on the way down. As the owner of multiple businesses and Finance Director at Cultivate Advisors, she shares her evolution from developing financial literacy to successfully exiting her business. Tina highlights the significance of understanding financial health beyond profit and loss statements, urging entrepreneurs to focus on future projections and cash flow management. Regarding building a team, she stresses the need for leadership development and hiring strategies that prioritize the quality of new hires over immediacy. Reflecting on her past, Tina advises her younger self to embrace spending strategically and prioritize ROI analysis. For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit. Tina Moser is the Strategic Finance Director at Cultivate Advisors, where she specializes in making big goals a reality with solid, financially savvy steps. During Tina's time as a business owner, she ensured that her financials were dialed in to show the company's true profit. When Tina became an advisor, she helped her clients look honestly at their finances to identify wasted potential. Through Tina's guidance, her clients have become more profitable, others also have successfully exited their businesses, and all reached the work-life balance they have been striving to achieve. Tina also started a podcast called Women Choosing Growth. The purpose of the podcast is to help give support, guidance and actionable advice to women entrepreneurs and leaders. Cultivate Advisors - https://cultivateadvisors.com/ Women Choosing Growth Podcast: https://womenchoosinggrowth.com/ Instagram: https://www.instagram.com/womenchoosinggrowth/ For a Free Flippa Business Valuation: https://flippa.com/exit -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Dave interviews Jeff Armstrong, life-long entrepreneur, business leader, and wellness advocate. Currently, he is the Director of Strategic Partnerships at Cultivate Advisors. Lastly, Jeff is a HeartMath trainer, certified in the science of building resilience and creating flow. Today's podcast is titled, "Resilience, Flow and Change Agility."

In this episode, Casey Clark, CEO of Cultivate Advisors, discusses the importance of a shared vision, the entrepreneurial mindset, and the value of partnerships in business growth. He also elaborates on the five stages of business evolution, the role of technology in systemization, and the transition to the influencer stage. The episode concludes with insights into owner and group advisory, the significance of cybersecurity, and empowering your people.

In times of hardship, it's tempting to avoid the difficult tasks and opt for the easy way out. However, this often leads us away from achieving our goals. We tend to make excuses and justify our actions, only to realize that we are the ones hindering our own success. The internal dialogue within our minds is often contributory to this.  Tina Moser is an Entrepreneur, Growth Advisor, Podcast Host, Speaker, Certified Exit Planning Advisor, Professional Life Coach & Strategic Financial Director at Cultivate Advisors and also the host of Women Choosing Growth podcast. In this episode, Tina guides us towards adopting the right mindset to reach our goals. She empowers us to break through our self-imposed limits and overcome the limiting beliefs that hold us back from success.  By delving into Tina's own life, we can learn how she connected with her core and became the successful person she was meant to be. This lesson isn't just relevant to business, but also applies to our relationship with food, eating, and body image struggles. Join us as we discover the path to lasting happiness and freedom. "To be successful you need to be at peace with yourself." - Tina Moser What you will learn from this episode: 03:07 - It's not a straight path no matter what 08:14 - Thinking beyond one's limits 09:48 - How different are women from men in terms of their mindset towards a big goal 11:48 - Building a plan and making things happen 14:36 - The right mindset to realizing your big goals 18:20 - Get uncomfortable to grow 19:18 - Treating your business like it should be and respecting boundaries 21:33 - What she thinks about 'culture' in business 23:46 - Tina's advice in dealing with failures and mistakes in life and business 28:40 - What success means for Tina 32:32 - Tina's empowering words: Be a better friend to yourself 33:25 - Get rid of blocks by talking to yourself Connect with Tina Moser:  LinkedIn: https://www.linkedin.com/posts/tina-sue-moser-540379a Podcast: https://womenchoosinggrowth.com Valuable Resources: Free Monthly Hypnosis for Weight Loss Session Join Emotional Mastery Coaching with Leslie Connect With Leslie Thornton: Book A Clarity Call Watch Free Training Website Facebook LinkedIn Email: Leslie@hpwl.co If you enjoy the podcast, Would you please consider leaving a quick review on Apple Podcasts/iTunes in under 60 seconds? It brightens our day and helps us bring you incredible guests for top-notch content. Plus, I cherish reading every review! Click here to make a difference!

Welcome to Beyond the Office with Bill Keller, a GGG Unleashed podcast. We delve into the transformation of work and business in the digital age. In this engaging and insightful conversation, seasoned business advisor, Alex Dzierbicki, shares secrets to success, strategies for economic empowerment, and the importance of vision, values, and alignment in business. From remote staffing and hybrid work to integrating AI into business models, Alex offers valuable takeaways on the future of work, how to build alignment in business, and the power of time management and delegation. Join us as we explore the key ingredients for business success in the digital age and beyond. Here are 7 eye-opening lessons you'll learn after listening:  1. Remote Staffing Is Reshaping the Workforce: Finding good employees is getting harder, but remote staffing offers a win-win solution for employers and employees alike. 2. Prioritize Alignment: Specificity of vision, mission, and values is crucial to ensure everyone, from staff to leaders, is on the same page. 3. Important, Not Urgent: Understand the difference between tasks that are important and urgent versus those that are essential but not time-sensitive. 4. Strategic Alignment in Hiring: Differentiate your company from the competition by focusing on culture, soft skills, and hard skills when hiring. 5. Flexibility Is Key: The future of work is bound to have elements of remote work, so being able to navigate both office and remote team dynamics is crucial. 6. Embracing AI in Business Models: AI isn't about replacing jobs, it's about using technology to speed up data gathering and decision-making. 7. Delegate Low-Cost Functions: Offload low-impact tasks to focus on high-impact, revenue-generating activities.

Summary:Many first-time authors wonder about trademarking their book title. Actually, it's not allowed, but there are some creative ways you might still be able to trademark the title of your book. In episode #132 of The Author's Corner, Robin is joined by Joey Vitale, an attorney and business growth consultant. He shares his insightful loopholes so that authors and business owners can protect their intellectual property. Joey pulls back the curtain on all things trademark, and how authors can use them to their advantage.Key takeaways:How do you call dibs on the title of your book so that no one else can use it? Copyrights vs. trademarksLoopholes to protect your intellectual propertyThe three main trademark mistakes business owners/authors makeWhy waiting to file is not a strategyAnd more!Resources mentioned in this episode:Chicken Soup for the SoulMike Michalowicz's Profit FirstFree government database to check for trademarksRobert Kiyosaki's Rich Dad, Poor DadAlexandra Watkins' Hello My Name is AwesomeJoey's free legal bundleAbout Joey Vitale:Joey Vitale is an internationally renowned speaker, award-winning attorney, and business growth consultant. He has spoken to tens of thousands of people across the world. Joey has worked with influential brands like Cultivate Advisors, Honeybook, Maximum Lawyer, and The Futur.Spread the word:LinkedInTwitterInstagramFacebook

Summary:Many first-time authors wonder about trademarking their book title. Actually, it's not allowed, but there are some creative ways you might still be able to trademark the title of your book. In episode #132 of The Author's Corner, Robin is joined by Joey Vitale, an attorney and business growth consultant. He shares his insightful loopholes so that authors and business owners can protect their intellectual property. Joey pulls back the curtain on all things trademark, and how authors can use them to their advantage.Key takeaways:How do you call dibs on the title of your book so that no one else can use it? Copyrights vs. trademarksLoopholes to protect your intellectual propertyThe three main trademark mistakes business owners/authors makeWhy waiting to file is not a strategyAnd more!Resources mentioned in this episode:Chicken Soup for the SoulMike Michalowicz's Profit FirstFree government database to check for trademarksRobert Kiyosaki's Rich Dad, Poor DadAlexandra Watkins' Hello My Name is AwesomeJoey's free legal bundleAbout Joey Vitale:Joey Vitale is an internationally renowned speaker, award-winning attorney, and business growth consultant. He has spoken to tens of thousands of people across the world. Joey has worked with influential brands like Cultivate Advisors, Honeybook, Maximum Lawyer, and The Futur.Spread the word:LinkedInTwitterInstagramFacebook

"Leaders in today's world need to have strong introspection skills. It's crucial for them to be able to reflect on their own actions, thoughts, and motivations in order to lead with authenticity and make a positive impact."  Casey Clark is the CEO and Co-Founder of Cultivate Advisors where they partner with entrepreneurs to help them grow beyond their expectations. Through his passionate, entrepreneurial spirit, Casey has helped thousands of business owners reach their growth objectives through core business skill development and scalable systemization. In this episode of Made For Impact, Casey discusses time and task management, leadership and team alignment, and personal and professional development.   In this episode, you'll learn:  The importance of measuring and prioritizing your time as a business owner to prevent becoming a victim of your own business.  How to implement block scheduling to manage your time and increase productivity effectively. The significance of aligning core values in business partnerships, team members, and clients for long-term success.   Connect with Casey Clark: https://www.linkedin.com/in/caseybusinessadvisor/ Check out Cultivate Advisors: https://cultivateadvisors.com/   Get in touch with Gretchen, and let her know which impactful leaders you'd like to hear from: Connect on LinkedIn or Subscribe to our newsletter.   Loved this episode? Leave us a review and rating here: https://link.chtbl.com/3EbmWF5a 

Maura Vella started her journey in the corporate world, quickly climbing the ladder and achieving financial success by the age of 24 in tech sales. However, she realized that despite the impressive paycheck, she lacked a sense of purpose and excitement. This led her to embark on a different path, one centered around her newfound passion for yoga. She eagerly attended classes every day, and it became the focal point of her daily routine. Fueled by this passion, she made the rather large decision to leave her lucrative job and pursued her dream of teaching yoga and getting into the business side of the HALO sector. (Health, Active Lifestyle, Outdoors.) She ventured into this new chapter of her life, eager to share the benefits of yoga with others while building a thriving community for like-minded individuals. She states, "By the time I was 24, I was making six figures, which was amazing. But then had this epiphany that it wasn't purpose driven. I wasn't really excited about what I was doing even though I was making a lot of money." Some key moments:  Open-mindedness, confidence, learning, and success in business. Created third successful yoga studio in addition to instituting systems and procedures for the growing brand.  Custom memberships created to fit individual needs. Exploring gyms as a potential partners. Survey clients about their goals and preferences. Seeking open, willing learner for collaborative work. "Do the best with what you know."  A few key takeaways: Building a strong community and employing high-quality instructors can help a business stand out in a competitive industry. Customizing memberships based on individual goals, lifestyle, and budget can be an effective strategy to cater to a diverse range of customers.   The fitness industry may evolve towards curated programs within specific brands, where individuals stay within the brand's umbrella and follow a prescribed workout regimen. This concept could potentially offer a more tailored fitness experience.  Recovery is an important aspect of fitness that should not be overlooked by health clubs. By offering recovery products and services, clubs can prevent their members from seeking specialized recovery centers.  Click to download transcript.  Resources: Maura Vella: https://www.linkedin.com/in/mauravella/  Cultivate Advisors: https://cultivateadvisors.com/our-advisors/maura-vella/  Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com  Connect With Us:  Instagram: https://www.instagram.com/thehaloadvisors/?hl=en  Facebook: https://www.facebook.com/Integritysquare  YouTube: https://www.youtube.com/@halotalks  Twitter: https://twitter.com/thehaloadvisors  LinkedIn: https://www.linkedin.com/company/integrity-square/  Website: https://www.halotalks.com  Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.

Another great guest and another fellow young entrepreneur, Casey Clark. We have a lot in common and have grown some pretty significant companies over our careers and are now in the same industry: helping business owners grow their businesses.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Greg Maddox is a Senior Business Advisor at Cultivate Advisors, a consulting firm that partners with small business owners to help them grow sustainably and rediscover the joy in entrepreneurship. With a background in the financial services industry, Greg works with business owners to plan and maximize their business exits. He is a serial entrepreneur and was also the Founder and CEO of the Maddox Group. In this episode... What does it take to successfully exit a business? How can you make informed decisions and gain the financial freedom you desire after selling? According to Greg Maddox, a certified business exit advisor, there are nine key steps to prepare for a successful exit. You need to understand your current business valuation, develop systems and processes, and find the right experts. His advice is to start this process early and thoroughly plan through using the nine steps.  In this episode of the Innovations and Breakthroughs Podcast, Rich Goldstein sits down with Greg Maddox, a Senior Business Advisor at Cultivate Advisors, to talk about how to prepare for a successful business exit. Greg shares tips for increasing your company's value, getting a higher multiple when exiting, and how to plan for life after selling your business.

Invest In Her host Catherine Gray talks with Deborah Snyder, who has enjoyed a more than 20-year career in sales, marketing, membership development, online education initiatives and strategic partner engagement. Deborah served as the VP of Membership and Community outreach for NAWBO (National Association Women Business Owners) for the past eight plus years and found her passion to help women business owners. She is excited about her new role with Cultivate Advisors where she can continue her dedication to help empower entrepreneurs. Cultivate Advisors partners with committed entrepreneurs to propel their business beyond expectations. Cultivate provides the opportunity for business owners to gain prospective of their business with a free growth assessment. This provides a road map of where the owner can focus and gain the most traction for growth. Deborah believes that combining passion and purpose provides the opportunity to impact and help business owners to connect, learn, and grow their businesses and impact the global economy.   www.sheangelinvestors.com  https://cultivateadvisors.com/   Follow Us On Social Facebook | Instagram | Twitter | LinkedIn

Looking to grow your business' value, maximize your exit results, and ensure financial freedom, even during a recession? To learn how, tune in to this episode! This is Part 3 of our series, Business Exit Planning is a Team Sport. In this episode, hosts David Armstrong and Jessica Gibbs wrap up their three-part discussion with Greg Maddox of Cultivate Advisors by discussing how to maximize your business value and your exit results, all while prioritizing business freedom, financial freedom, and personal freedom. Doubling down on the importance of hiring a wealth manager during exit planning, Greg talks about how to grow your business as an asset and diversify your income and wealth as a business owner. He then highlights what you should consider if you're looking to maximize your exit options and sell your business during a recession. Finally, Greg addresses the 3 main problems business owners face in planning an exit and how to discern if an all-cash offer is right for you. Greg is also offering a free resource to help evaluate the health and value of a business: Get Cultivate's Business Health and Value Assessment here: https://bit.ly/3COxTMW “Instead of chasing profit, if we focus on value first, revenue and profit come along for the ride. If you focus just on revenue and profit, you could probably make a lot of money, but whether or not you built an asset somebody else would pay you for, that's less likely. So, I think it's just a mental shift there.”  – Greg Maddox   Episode Timeline/Key Highlights: [00:22] Introducing Greg Maddox & the topic of today's episode. [01:51] Growing Your Business: The difference between multiplying value and adding revenue. [03:44] How to multiply the value of your business. [10:44] Separating Your Business from Your Personal Wealth: Ways to diversify income and wealth as a business owner. [24:11] Maximizing your exit options during a recession: Evaluating buyers, deal structures, and future roles after exit. [35:26] Is an all-cash offer worth it? How do you know if it's enough? [37:02] Greg's final advice: Begin with the end in mind & Build a good exit team. [42:12] How to connect with Greg. Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.   Resources Mentioned: Listen to Part 1: https://bit.ly/gregmaddoxpart1 Listen to Part 2: https://bit.ly/gregmaddoxpt2 Learn more about Cultivate Advisors: https://cultivateadvisors.com Business Health and Value Assessment (Free): https://bit.ly/3COxTMW Listen to Best Practices for a Successful Business Exit with Kevin DeSanto: https://bit.ly/3prdBGo   About Greg Maddox: Greg is a Senior Business & Exit Advisor at Cultivate Advisors in Chicago, IL. As a serial entrepreneur, Greg Maddox provides his clients with the same long-term planning he used to make his own businesses successful. From owning a mortgage company that went through the housing bubble crisis to a financial services company during the '08 financial crash, Greg steered his businesses with clear foresight no matter the turbulent environment. Now, as an advisor, Greg brings exit planning into the present and helps his clients live their Ultimate ExitLifestyle—even if they never sell! And for those ready to move on to the next chapter in their lives, he ensures they are mentally and financially prepared to fund their next step and live an amazing life.   Connect with Greg: Connect with him on LinkedIn: https://www.linkedin.com/in/gregorymaddox Visit his website: https://www.myexitlifestyle.com Email Greg: greg@cultivateadvisors.com   Connect with Monument Wealth Management: Visit our website: https://bit.ly/monumentwealthwebsite Follow us on Instagram: https://bit.ly/MonumentWealthIG Follow us on Twitter: https://bit.ly/MonumentWealthTW Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI Connect with us on Facebook: https://bit.ly/MonumentWealthFB Connect with us on YouTube: https://bit.ly/YouTubeMWMFit   About “Off the Wall”: OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

If you want to keep yourself, your family, and your assets safe throughout your business exit, tune in to this episode. This is Part 2 of our series, Business Exit Planning is a Team Sport.   Tune in as hosts David Armstrong and Jessica Gibbs continue their discussion with Greg Maddox of Cultivate Advisors. In this episode, they're talking about the importance of prioritizing your personal wealth throughout a business exit (separate from business wealth) and why you need an experienced wealth advisor on your advisory team while planning your exit. Greg also teaches you how to identify, address, and manage risks in your business so you can have a smoother exit and post-exit experience. He also breaks down the tax strategies and tips you can use to save money now and set yourself up for success in the future.  “That's what the freedom point is about, it's about how do I sustain my life without my business, or make working in the business optional? That's the freedom that we would eventually have.”   – Greg Maddox  Episode Timeline/Key Highlights:  [00:44] Introducing Greg Maddox & the topic of today's episode.  [01:35] Why you should consult a wealth advisor during business exit planning.   [07:18] What's your freedom point?  [13:03] Why do entrepreneurs need a wealth advisor that has experience with business ownership?  [17:01] Separating your personal wealth from your business wealth.  [24:36] How to identify the risks in your business.  [28:46] How to address/manage risks in your organization.  [36:23] The importance of business continuity planning.  [41:05] Tax strategies and tips for business owners who want to exit.  [47:18] Stay tuned for Part 3!    Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Resources Mentioned:  Listen to Part 1: https://bit.ly/gregmaddoxpart1  Learn more about Cultivate Advisors: https://cultivateadvisors.com     About Greg Maddox:  Greg is a Senior Business & Exit Advisor at Cultivate Advisors in Chicago, IL. As a serial entrepreneur, Greg Maddox provides his clients with the same long-term planning he used to make his own businesses successful. From owning a mortgage company that went through the housing bubble crisis to a financial services company during the '08 financial crash, Greg steered his businesses with clear foresight no matter the turbulent environment. Now, as an advisor, Greg brings exit planning into the present and helps his clients live their Ultimate ExitLifestyle—even if they never sell! And for those ready to move on to the next chapter in their lives, he ensures they are mentally and financially prepared to fund their next step and live an amazing life.    Connect with Greg:  Connect with him on LinkedIn: https://www.linkedin.com/in/gregorymaddox   Visit his website: https://www.myexitlifestyle.com   Email Greg: greg@cultivateadvisors.com    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Follow us on Twitter: https://bit.ly/MonumentWealthTW   Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI   Connect with us on Facebook: https://bit.ly/MonumentWealthFB   Connect with us on YouTube: https://bit.ly/YouTubeMWMFit    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.   

In this video episode, John Lincoln, the CEO of Ignite Visibility, engages in a conversation with Casey Clark, the CEO and Co-Founder of Cultivate Advisors. Casey shares his personal journey, starting from odd jobs during high school to his current successful venture, where he coaches and assists fellow entrepreneurs in expanding and elevating their businesses.

Are you a founder/business owner looking to exit your business? Do you want to better understand the exit process and the types of advisors you need on your exit team? You're in the right place. This is Part 1 of our series, Business Exit Planning is a Team Sport.  In this discussion, our guest reframes exit planning in a whole new light, to illustrate how exit planning is just great business strategy. Listen in as hosts David Armstrong and Jessica Gibbs welcome Greg Maddox, a Senior Business & Exit Advisor at Cultivate Advisors, to talk about why you need to run your business with an exit in mind and the three key advisors you need by your side.  You'll also learn three common challenges business owners face and how exit planning can solve them. You'll gain insights on how to figure out your “freedom point” in business, the exit plan action steps you should take while actively running your business, and how to build an exit team that will actually increase your ROI and make your exit process smoother and easier.  “We're all going to exit at some point. Hopefully, it's on our terms and timeline.”   – Greg Maddox  Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.    Episode Timeline/Key Highlights:  [00:41] Introducing Greg Maddox & the topic of today's episode.  [02:19] The difference between exit planning and leaving your business.  [07:10] Why 75% of business owners regret selling their business.  [11:36] The mindset shift you go through after exiting your business.  [12:27] Why you need a business exit team & Types of advisors you need.  [20:47] Why do you need a wealth manager for an exit, not just a financial advisor?  [29:00] Why you need to run your business with an exit in mind.  [36:09] Stay tuned for Part 2!  Resources Mentioned:  Learn more about Cultivate Advisors: https://cultivateadvisors.com  About Greg Maddox:  Greg is a Senior Business & Exit Advisor at Cultivate Advisors in Chicago, IL. As a serial entrepreneur, Greg Maddox provides his clients with the same long-term planning he used to make his own businesses successful. From owning a mortgage company that went through the housing bubble crisis to a financial services company during the '08 financial crash, Greg steered his businesses with clear foresight no matter the turbulent environment. Now, as an advisor, Greg brings exit planning into the present and helps his clients live their Ultimate ExitLifestyle—even if they never sell! And for those ready to move on to the next chapter in their lives, he ensures they are mentally and financially prepared to fund their next step and live an amazing life.  Connect with Greg:  Connect with him on LinkedIn: https://www.linkedin.com/in/gregorymaddox   Visit his website: https://www.myexitlifestyle.com   Email Greg: greg@cultivateadvisors.com  Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Follow us on Twitter: https://bit.ly/MonumentWealthTW   Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI   Connect with us on Facebook: https://bit.ly/MonumentWealthFB   Connect with us on YouTube: https://bit.ly/YouTubeMWMFit  About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com. 

Dan Purdy is a Director of Partnerships for Cultivate Advisors. Cultivate Advisors is one of the fastest-growing small-to-medium-sized business advisories in North America, appearing on the Inc. 5000 list for the last 4 consecutive years. They partner with committed entrepreneurs in propelling their businesses beyond expectations. Dan is a veteran of numerous Fortune 500 companies, a published author, and a Lean Six Sigma Black Belt. As an entrepreneur himself, Dan started 4 ventures with 2 exits. He speaks with entrepreneurs and business owners daily, qualifying them for a 2-hour FREE advising session with one of Cultivate Advisors' 60+ experienced business advisors in 160+ industries. 00:00 - 00:24 “One or two connections could actually turn into not hundreds of thousands but millions based upon the various degrees of separation between me and them.” — Dan Purdy 00:25 - 00:42 Welcome to Peppershock Media's Marketing Expedition Podcast 00:43 - 01:52 Dan's Background 01:53 - 11:00 Marketing Essentials Moment: How to spend your Marketing Budget 11:01 - 12:07 Welcome to the show, Dan! 12:08 - 13:10 F.I.R.E.S. (financial, internal, relational, external, and spiritual) 13:11 - 17:03 Cultivate Advisors – Visit: linkedin.com/company/cultivateadvisors 17:04 - 22:25 Expanding client base through LinkedIn and organic outreach 22:26 - 25:43 Growing your network through referrals 25:44 - 27:02 Getting access to opportunities to interact with huge entrepreneurs because of referral partners 27:03 - 27:48 Misfits Markets. Get organic produce and sustainably sourced groceries delivered at up to 40% off grocery store prices. 27:49 - 31:39 Using an AI tool that will encourage leads to engage in a conversation on LinkedIn 31:40 - 33:25 Developing authentic relationships 33:26 - 36:36 Getting off AI automation to engage in more genuine, honest human interaction 36:37 - 39:19 Targeting your ideal client persona 39:20 - 42:11 How to give value to your messaging 42:12 - 47:08 The Arctic Survival game 47:09 - 48:45 Sign up for a free 2-hour advisory session. Visit: cultivateadvisors.com 48:46 - 48:55 Thank you so much, Dan! 48:56 - 49:20 Give us a review! Enjoy your marketing journey! 49:21 - 50:05 Join The Marketing Expedition Community today! #linkedinmarketing #linkedin #linkedintips #digitalmarketing #socialmediamarketing #aitools #ai #artificialintelligence #newtech #referralpartners #referralmarketing #referralbusiness #growyourbusiness #referralprogram

So excited to introduce you to my legal BFF, the lawyer with a soul, Joey C. Vitale! If we have ever been on a call together where anything legal whatsoever has been talked about, then you've probably already heard about Joey Vitale, who is my go-to resource – and go to referral – for anything to do with legally protecting my brand, from contracts to trademarks. I was super excited to chat with him for this episode, where we go all over the world around legal stuff, building and managing a team, and creating way more sustainability in your business. Quick overview of what we cover: Joey's perspective on creating a system with your team and how that helps build a business structure that is truly self-sustainableThe importance of SOPs and how having your team go through courses when developing is keyReminding yourself that small wins are everything when transitioning your business into self sustainability Prioritizing trademarks for your business and how it isn't as easy as you think How Joey feels about business owners outsourcing their problems vs delegating their solutions RESOURCES: Click here to join Adriane's Scalable Foundations MembershipClick here to get on the waitlist for Sustainable Growth LabClick here to work with Adriane and the Soulpreneur AgencyLET'S CONNECT: Follow Soulpreneur: @soulpreneur_coFollow Sustainable Scaling: @sustainablescaling Follow Adriane @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH JOEY: Visit Joey's trademark firm website: indielaw.comFind the Indie Law Facebook page here: facebook.com/indielawfirmFollow Indie Law: @indielaw Click here for Joey's Virtual Assistant FinderJoey Vitale is an internationally renowned speaker, award-winning attorney, and business growth consultant. He has spoken to tens of thousands of people across the world. Joey has worked with influential brands like Cultivate Advisors, Honeybook, Maximum Lawyer, and The Futur.As a trusted business growth consultant, Joey helps mission-driven, service-based business owners who want to achieve exponential growth and transform into recognized thought leaders so they can make a bigger impact.His forthcoming book is entitled: The Business Growth Advantage: How to Run Your Business in One Hour a Week, Crack the Social Media Code, and Make Limitless Income & Impact.- - - - - - - - - - - - - - - -Loved this episode? If you leave a review or share it with your friends on social, my team will send you a copy of one of our favourite business resources! Take a screenshot and email it over to us at support@soulpreneur.co or DM it to @sustainablescalingThis episode was first published at SustainableScaling.co/016

ABOUT TODAY'S SHOW On today's show, Joey talks about the 3 big trademark mistakes to avoid, so you don't lose your brand overnight. After helping thousands of entrepreneurs on the legal side, trademark attorney Joey Vitale is handing over his exact, step-by-step method for calling dibs on your trademarks, so you NEVER have to worry about rebranding.   ABOUT JOEY Joey Vitale is an internationally renowned speaker, award-winning attorney, and business growth consultant. He has worked with brands like Honeybook, Maximum Lawyer, The Futur, Dubsado, Cultivate Advisors, and James Wedmore's Business By Design just to name a few! As a trusted business growth consultant, Joey helps mission-driven, service-based business owners who want to achieve exponential growth and transform into recognized thought leaders so they can make a bigger impact. Joey has spoken to tens of thousands of people across the world. He has also been a repeat guest on popular podcasts and is the host of his own chart-topping podcast with well over 100 reviews A trusted lawyer and business consultant, Joey has been featured on dozens of influential podcasts such as The Law Entrepreneur, The Maximum Lawyer Podcast, The Velocity Work Podcast, Law Firm Autopilot, Profit With Law, The Successful Lawyer Podcast, and Crushing Chaos with Law Firm Mentor. His forthcoming book is entitled: The Business Growth Advantage: How to Run Your Business in One Hour a Week, Crack the Social Media Code, and Make Limitless Income & Impact.   LINKS SHARED ON THE SHOW www.indielaw.com www.facebook.com/indielawfirm https://twitter.com/joeycvitale   ABOUT OUR SHOW Mastery Unleashed (formerly Overcoming Mediocrity) is a podcast for success-driven women who want to empower their thoughts, design their dream businesses, and build beautiful lives that are aligned with their destinies—hosted by Bestselling Author and Business Strategist Christie Ruffino. Each episode features today's top influencers and entrepreneurs on the rise as they share empowering stories and ninja tips meant to become the FUEL that will ignite a positive change in YOUR life and the lives of others.   Access Our Free Gift Vault GET THIS GIFT AND MANY MORE HERE: https://masteryunleashedpodcast.com/gift-signup/   

Alex Dzierbicki has held a variety of positions in the  hospitality and HALO sectors. At one point, he owned three gyms, worked in private equity, moved on to the franchise space, and now works for the highly regarded Cultivate Advisors, where all advisors must possess a minimum of at least 10+ years of business ownership.  When asked about the importance of perspective, he states, "The broader that is, the better you will be able to form commonality and pattern recognition skills. So saying, 'Hey, I've seen how the big boys play. I've seen how the little ones play. I've seen how the winners, losers, various intention have walked these notions out. I can say, Oh A, B and C, are common factors . . . so this is what I think is likely.' What are we doing to address these problems? How can we peak around these corners?" It's critical to ground businesses in data--to take something from the more "etherial" to the more concrete. He discusses how an engagement works with Cultivate, what the process entails (the need for 2 years+ of operating data being the starting point), and more.   "One of the big differentiators from the larger consulting companies, is we do our proposals and contracts based on scope of work, not on time. Because we don't want to say, 'Hey, this task took me 45 extra minutes, that'll be $200.' We want to figure out what's needed, put a price tag on it, and then do the work. We are implementers." Cultivate has clients on 4 continents, is industry agnostic, and has just over 60 advisors. He strongly urges Founders to consider their personal views and long term interests on brands and franchise systems, when thinking about expansion. ("Franchising is only sexy from the outside.") Any business owner can always use a fresh set of eyes from time to time--and you may want to consider reaching out to Alex and Cultivate at some point down the road.   Click here to download transcript.   

From Bestselling author currently writing the forthcoming book Authentic Achievements - The 7 Secrets to Building Brave Belief, Unstoppable Sales, and Turning Your Leaders Into Talent Magnets for Guaranteed Sustainable Growth, this show features interviews with industry leaders and shares advice, stories and inspiration to help you achieve exponential growth personally and for your business.  In this episode, I am delighted to be joined by my good friend Joey Vitale. Joey is an internationally renowned speaker, award-winning attorney, and business growth consultant. He has spoken to tens of thousands of people across the world. Joey has worked with influential brands like Cultivate Advisors, Honeybook, Maximum Lawyer, and The Futur. As a trusted business growth consultant, Joey helps mission-driven, service-based business owners who want to achieve exponential growth and transform into recognized thought leaders so they can make a bigger impact. His forthcoming book is entitled: The Business Growth Advantage: How to Run Your Business in One Hour a Week, Crack the Social Media Code, and Make Limitless Income & Impact. You can find out more about Joey at www.thebusinessgrowthadvantage.com Join his free Facebook group, The Business Growth Advantage. https://www.facebook.com/groups/businessgrowthadvantage Or catch him on social media at https://www.linkedin.com/in/joeycvitale https://www.instagram.com/joeycvitale  https://www.facebook.com/joeycvitale/ If you want to find out more check us out at www.authenticachievements.co.uk Learn more about your ad choices. Visit megaphone.fm/adchoices

ABOUT TODAY'S SHOW On today's show, Joey talks about why hiring overseas virtual assistants is the best way to create freedom and leverage in your online business and costly mistakes to avoid as you hire an overseas VA.   ABOUT JOEY Joey Vitale is an internationally renowned speaker, award-winning attorney, and business growth consultant. He has worked with brands like Honeybook, Maximum Lawyer, The Futur, Dubsado, Cultivate Advisors, and James Wedmore's Business By Design just to name a few! As a trusted business growth consultant, Joey helps mission-driven, service-based business owners who want to achieve exponential growth and transform into recognized thought leaders so they can make a bigger impact. Joey has spoken to tens of thousands of people across the world. He has also been a repeat guest on popular podcasts and is the host of his own chart-topping podcast with well over 100 reviews. A trusted lawyer and business consultant, Joey has been featured on dozens of influential podcasts such as The Law Entrepreneur, The Maximum Lawyer Podcast, The Velocity Work Podcast, Law Firm Autopilot, Profit With Law, The Successful Lawyer Podcast, and Crushing Chaos with Law Firm Mentor. His forthcoming book is entitled: The Business Growth Advantage: How to Run Your Business in One Hour a Week, Crack the Social Media Code, and Make Limitless Income and Impact.   LINKS SHARED ON THE SHOW www.globalvettedvas.com https://twitter.com/joeycvitale www.facebook.com/groups/businessgrowthadvantage   ABOUT OUR SHOW Mastery Unleashed (formerly Overcoming Mediocrity) is a podcast for success-driven women who want to empower their thoughts, design their dream businesses, and build beautiful lives that are aligned with their destinies—hosted by Bestselling Author and Business Strategist Christie Ruffino. Each episode features today's top influencers and entrepreneurs on the rise as they share empowering stories and ninja tips meant to become the FUEL that will ignite a positive change in YOUR life and the lives of others. Access Our Free Gift Vault GET THIS GIFT AND MANY MORE HERE: https://masteryunleashedpodcast.com/gift-signup/   

Watch the full video podcast on YouTube here!The 2020 market crash is still fresh in our minds. Many business owners want to plan for the worst-case scenario, but they are also hoping for something better. Inspired by Big Debt Crises by Ray Dalio, Colin Bowman uses data from past recessions to advise today's businesses. Colin is a business advisor with Cultivate Advisors who has advised businesses in over 28 industries, including ones on the Inc 500 Fastest Growing Businesses list. He joins us this week to share some of his research and inspire us in a time of uncertain economy and record inflation. With the right balance of defensive and offensive business strategies, you can survive what comes next.  To learn more about the statistics behind these strategies, visit the National Bureau of Economic Research. About Your Host DCA Virtual Business Support President Denise Cagan has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs. Denise is recognized as a facilitator, problem solver, and builder. She enjoys speaking to business groups about social media for small businesses and motivating remote and work from home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. She has extensive experience in helping small businesses grow through outsourcing solutions providing administrative, creative, marketing, and website support. Connect with Denise DCA Virtual Business Support website. View and listen to Podcasts with Denise Cagan LinkedIn

As a motivated business leader, Casey is a passionate entrepreneur who got his start owning a home service franchise. After nearly a decade, he successfully exited his role with 90+ franchise owners and over 600+ employees. Casey went on to co-found Cultivate Advisors in 2013 which is now one of the largest small business advising firms in North America. As the CEO of Cultivate, his team has helped thousands of business owners reach their growth objectives through core business skill development and scalable systemization.Cultivate has ranked high on the Inc 5000 list for the fastest growing businesses in the United States for the last four years in a row. In addition to advising, Cultivate has built and acquired other brands such as Breakwater Accounting Group & Performance Platforms. Employee count has grown for Cultivate from 2 to 120+ in the last 7 years. The mission of Cultivate Advisors is to partner with committed entrepreneurs to propel their business beyond expectations.Cultivate Advisors is one of the fastest-growing business advising firms in North America. Cultivate Advisors has 400+ 5+star google reviews, with over 60+ W2, expert business advisors, that have all managed and scaled their own businesses before. Cultivate Advisors has worked with thousands of business owners between $200K and $50M in top-line revenue.Casey has personally developed the 5 stages of the entrepreneurial journey (Hustler, Experimenter, Visionary, Systemizer & Influencer) and also created the Propeller Methodology that guides owners through the turbulence of entrepreneurship. The propeller starts with Financials, then dives deep into Sales, Marketing, Leadership, Recruiting, and Productivity that will all factor into the growth of a business.Cultivate uses this methodology to assess the gaps and opportunities in each business. We then create a tailored roadmap that will guide each business to their vision and destination. Owners learn on the job, by partnering with Cultivate we turn business owners into CEO's.

Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses around the world. BrEpic has partnered with incredible brands, including Allstate, University of Illinois, Morgan Stanley, Salvation Army, White Lodging, Burwood Group, Schuler Scholar Program, Cultivate Advisors, LISC, The Safe + Fair Company, McCormick Foundation, and numerous other companies, CEOs, entrepreneurs, attorneys, healthcare professionals and remarkable individuals. Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating important relationships through those introductions. Two master connectors connect as Justin and Lou have an engaging conversation on Thrive LouD with Lou Diamond. ***CONNECT WITH LOU DIAMOND & THRIVE LOUD***

Jeff Rendell (Cultivate Advisors, Vice President) is best known for his energy and passion he brings to life every day! His entrepreneur flame was lit in 1996 when he first became a franchisee with College Pro at the age of 18. Years later, he became a Partner and helped lead the Operations Team for CertaPro Painters, the largest painting franchise in North America. Jeff is currently a Partner at Cultivate Advisors, which allows him to continue his passion of supporting the entrepreneurial community. Cultivate is now supporting over 450 business owners on a monthly basis to help propel their business beyond expectations.

This week's insights are all about  going analog, resiliency through imposter syndrome, the unknown and making yourself irrelevant. I'm also going the share the cold slap in the face that accelerated my work in human-centered innovation and reminded me to always "fill the gaps." The Everyday Innovators came for a diverse set of experiences, backgrounds and Everyday Innovator styles. Paul Vorrieter (Futuristic Risk Taker) leader in Canvas Credit Unions,  Casey Clark (Instinctual Imaginative) CEO of Cultivate Advisors, Nelly Yusupova (Inquisitive Collaborative)  Founder of Technology for Entrepreneurs,  and David Kon (Inquisitive Futuristic) President of RipSaw Wealth Tools. I'm going to share my big insights and experiments and in doing so I hope you find ways to take what you are learning and transfer it into action. Click and listen to any of the episodes.  Tamara's Everyday Innovator style: Risk Taker Experiential Join the 5-Day Innovation Challenge (Starts April 11th) Discover your Everyday Innovator Style Everyday Innovators Digital Magazine Check out our sponsor Howdy Puppy Code 'Tamara' for 20% off your order Everyday Innovators Online Facebook Group Innovation is Everybody's Business Book  

You could throw a bunch of stuff at the wall and see what sticks, or you could hone in on exactly what you need to do to drive growth. Today's Everyday Innovator, Casey Clark, shares with me how to find that sweet spot of innovation and growth  and how to ask for help in a way that gets people to take action. Casey also shares his views on getting through imposter syndrome and why taking the blinders off will help you grow your mindset and your business. As the CEO of Cultivate Advisors, Casey also shares where some leaders get stuck and what it takes in today's world to build your business.  Casey's Everyday Innovator style: Instinctual Imaginative Connect with Casey  on LinkedIn Check out our sponsor, Howdy Puppy Use code ‘Tamara' at checkout for discount Discover your Everyday Innovator Style Everyday Innovators Digital Magazine Everyday Innovators Online Facebook Group Innovation is Everybody's Business Book  

As an entrepreneur or a solopreneur, there is only so much you can do yourself. And while it may be tempting to hire contractors, especially when you're starting out and wanting to keep your costs low, it's important to bear in mind the significant benefits that come from opting into an employee-based model. This week on the show, AJ sits down with Casey Clark, CEO of Cultivate Advisors, to talk about how he built and scaled his 8 figure coaching business from the ground up, in an astoundingly brief period. They discuss Casey's phenomenally successful history in franchising and how those lessons led him to establish Cultivate Advisors, a consulting company that coaches small businesses on how to grow and scale effectively. Hear about the actions that helped place them in the prestigious top 800 of the Fastest Growing Companies on the Inc 5000 list, like prioritizing the quality of their output and utilizing LinkedIn to find exceptional talent. Casey also delves into the importance of building a robust referral model, how they help their clients create sustainable lead generation, and why the two go hand in hand. Today's episode is full of keenly observed insights from someone with a wealth of knowledge and experience, so if you're looking to take your small business to the next level, make sure you tune in today! 

Matt Fox a Business Advisor with Cultivate Advisors, avid business professional, entrepreneur, and industry leader with nearly fifteen-years of successful business experience; demonstrating continual progression and a wide range of business knowledge. He has been recognized and awarded for his leadership, process improvement, and achieving business results. In this episode Neil and Matt discuss these & other topics

Entrepreneurs often neglect business basics to their detriment. Having the basics down, such as planning, marketing, and financials, means being ready for anything. In this episode, Juliet Clark discusses entrepreneurship with Aggie Chydzinski, Business Advisor at Cultivate Advisors. Aggie shares insights on how to grow and scale a business and why you need to pay attention to the basics. Tune in and learn more about growing your business from Aggie.Love the show? Subscribe, rate, review, and share! https://superbrandpublishing.com/podcasts/

TJ Slattery co-founded Zuni Street Brewing Co in Denver, CO and operated as the business manager to plan, fund, build, and launch the brewery in the Denver Highlands. After opening in early 2017, TJ's day-to-day revolved around the mechanics of running the business, but he also had a heavy focus on building a unique culture and finding ways to compete in the heavily saturated Denver brewery market. While enjoying the fruits of building and operating a Denver brewery, TJ also battled with partner issues and the demands of an ever changing market. After exiting Zuni Street in February of 2020, TJ pivoted careers and is now a Business Advisor at Cultivate Advisors, and works with small business owners and entrepreneurs to grow and scale their business. Cultivate Advisors partner with small business owners to create scalable systems that allow the business to develop and grow at an accelerated rate. We are industry agnostic and partner with business owners who are not looking for answers on their industry but more on the ‘how to' in growing and maintaining a business. We work 1:1 with business owners to train, develop and coach on all the hats required in running a successful, fast-growing business. Some of those hats include Vision & Planning, Operations, Productivity, Financials, Sales, Marketing, Leadership, and Recruiting. Learn more about TJ: Website LinkedIn Contact Phil & Firestorm Phil's LinkedIn Firestorm Website Contact Ian & Mission Suite Ian's LinkedIn Mission Suite Website

In this episode, I sit down with Matt Fox of Cultivate Advisors as we discuss the value of understanding KPI's in your business. Tune in! DripJobs app for Contractors out now! http://dripjobs.com?afmc=1t Gusto: https://gusto.com/i/tanner269 Free Coaching - Business Breakthrough Signup: https://calendly.com/dripjobs/breakthrough Follow me on Instagram: http://Instagram.com/contractorcoach Facebook Group: https://www.facebook.com/groups/173750747824373/?ref=share DripJobs Demo: https://calendly.com/dripjobsteam/demo

https://www.linkedin.com/in/timjimslattery/ (TJ Slattery) is a https://cultivateadvisors.com/ (Business Advisor at Cultivate Advisors), and works with small business owners and entrepreneurs to grow and scale their businesses. Previously, he founded Zuni Street Brewing Co in Denver, CO, one of Denver's top breweries. His sweet spot is marketing strategy, B2B collaboration, and organizational management.   Tune into this episode for a candid and raw conversation about TJ's experience founding, scaling and selling his share of the business. Like a romantic breakup, a business partner breakup can be equally painful. TJ reflects on his exit experience and shares his deep learning that came out of that process. For anyone contemplating or going through a partnership termination, this is a must listen. TJ and Katie also discuss how to avoid the shiny red ball syndrome by prioritizing and being intentional about how to spend time working on and in the business.  You will learn more about: The role of an advisor and the value it can bring to your company How to enhance your productivity as an entrepreneur… and avoid the shiny red ball syndrome  Tapping into the power of prioritization, systems, processes and delegation The light and shadow sides of our skills and attributes The importance of self care  When to breakup with your business partner How to set you and your business partner up for success from the beginning with an exit clause  Get in Touch with TJ: tj@cultivateadvisors.com  https://www.linkedin.com/in/timjimslattery/ (https://www.linkedin.com/in/timjimslattery/) 

As a motivated business leader, Casey is a passionate entrepreneur who got his start owning a home service franchise. After nearly a decade, he successfully exited his role with 90+ franchise owners and over 600+ employees. Casey went on to co-found Cultivate Advisors, one of the largest small business advising firms in North America. As the CEO of Cultivate, his team has helped thousands of business owners reach their growth objectives through core business skill development and scalable systemization.  In both 2019 & 2020, Cultivate ranked within the top 800 fastest growing businesses in the United States on the Inc 5000 list. The mission of Cultivate Advisors is to partner with committed entrepreneurs to propel their business beyond expectations. In 2019, the average business within the Cultivate portfolio grew by 68% in year over year revenue and 108% in profit, proving that when you prioritize the growth of your clients, the business grows as well.

Craig is joined by Casey Clark, the CEO of inc 5000 company Cultivate Advisors. They chat about the entrepreneurial journey and what makes each successful entrepreneur such a special breed! Later, we find out more about how Cultivate Advisors can help you grow that winning idea you have into a booming business!

My ponder on today's show is Ms. Angela Angela Coté of Cultivate Advisors, and she is going to visit with us about Franchisee Compliance, or as she likes to call it, franchisee success. Angela cut her teeth really early on in the world of franchising as the daughter of Max Voisin, founder of M&M Food Market. If you are listening from the U.S., you may not have heard of M&M but if you are from Canada, with about 500 locations in its prime, M&M Food Market is a BIG deal. She worked on both sides as both the franchisor and as a franchisee running three locations of her own. Angela has been interviewed on shows such as Social Geek Radio, Franchising Rising Podcast, Tutor Doctor Podcast, and Own Up, Grow Up Podcast. She has been written about in multiple publications such as Global Franchise Magazine, Franchise Blast, Canadian Franchise Association, Douglas Magazine, The Franchise Voice Magazine, Franchise Canada, and a few more   Time Stamps Angela Coté Intro 00:00:40 Segment 1 00:02:48 Get to know Angela Angela Coté Segment 2 00:24:34 Topic Segment – Franchisee Compliance – “Success” Segment 3 00:58:56 Quickdraw Questions   Topics Discussed in this Episode: All franchisees should be as concerned about system-wide compliance as much as the franchisor because compliance to the system standards directly protects their investment. Common reasons for lack of franchisee compliance are: Lack of buy-in Misunderstanding of why system standards exist Franchisor creates an “us vs them” mentality Poorly trained field consultants sometimes lack “soft skills” that are needed to manage the delicate relationship between franchisor and franchisee   How can a franchisor inspire franchisees to WANT to follow the system? Start the “system standards are good for your investment” education early in the relationship – pre-contract. Create and nurture a healthy “franchisees monitoring franchisees” system Regularly connect to the “Why” a franchisee became a franchisee in the first place. Remind them of their goals and how the system standards will help them achieve their personal goals Create easy and open opportunities for franchisees to collaborate with management Create an open and easy mechanism for franchisees to give feedback to the franchisor Utilize a mystery shopper service when it is needed   Angela Angela Coté angela@cultivateadvisors.com Cultivate Advisors   Kit Vinson FranMan Inc www.franman.net kit.vinson@franman.net 214-736-3939 x101