POPULARITY
Categories
Companies have gotten frighteningly good at removing friction from spending. One click, stored payment info, a box on your porch before you've even had time to regret the purchase. Today's episode flips that same idea around: what if you engineered your own financial life the same way, making good decisions the path of least resistance and bad decisions just annoying enough to make you pause? Joe and OG close out Financial Action Month with a genuinely useful framework for building systems that work even on the days your willpower doesn't show up.What You'll Walk Away WithWhy discipline isn't a personality trait, it's a system you build once instead of a decision you make every dayA simple "make it easy or make it hard" test you can apply to any financial habit, from retirement savings to late-night online shoppingWhy automating your savings rate removes the single biggest source of decision fatigue in a financial planA smarter way to handle windfalls and bonuses, deciding your split between saving, debt, and fun once a year instead of every single timeWhy canceling a subscription is deliberately made difficult, and the workaround that neutralizes itA four-step "financial action ladder" for turning financial knowledge into permanent, lasting habitsWhy waiting a day before a big purchase, and other small friction points, can save you from regret without requiring any extra willpowerWhy This Matters NowKnowing what to do with your money has never really been the hard part. The hard part is doing it consistently, especially when life gets busy, stressful, or just plain boring. Building your environment so the smart choice is also the easy choice takes the daily grind of willpower out of the equation entirely. That's not a lack of discipline, it's actually the most disciplined move available: deciding once, automating it, and letting the system do the work every day after that.From the BasementA goofy but genuinely fun "make it easy or make it hard" game plays out across everything from emergency funds to concert tickets, and a National Trail Mix Day detour delivers exactly the kind of nonsense only this show could make delightful.Resources MentionedStacko Financial Action Month board — the interactive game with a money move for each squareStacking Benjamins Field Kit — the all-in-one financial organization and subscription-canceling toolProfit First by Mike Michalowicz — the book referenced on flipping the save-then-spend defaultSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
✏️ Your Profit & Loss is the report card for your business. If you're making decisions based only on your bank balance, you're missing one of the most powerful tools available to you. Learn what a P&L is, why it matters, and how it can help you build a more profitable business.
You didn't start your business to stay stuck. If you're serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team: https://weddingproceo.com/applicationRight now someone is on your website loving your work, hunting for a price, and hitting the back button when they cannot find one. This episode is about the clients you are losing without ever knowing they were there, and why hiding your pricing is quietly costing you more than you think. I walk through a warm lead that slipped away in real time, the consultation ghosting that looks like a sales problem but is not, and the three-step fix that changes your conversion rate.Here's what you'll walk away with:- Why hidden pricing loses leads you never even see, and how to stop the invisible leak- The real reason great consultations still ghost, and how pricing up front makes the close easy- The three-step fix: a price range on your website, pricing in your first email, and closing on the callThe FREE Assume Sales Training: 2x your wedding bookings in 30 days, step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/pricing-on-your-website========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZqqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase, at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.========================Support the show
You didn't start your business to stay stuck. If you're serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team: https://weddingproceo.com/applicationYou already know who on your team needs to go, and you've probably known for months. This episode is about what keeping them costs you, because it is so much higher than the discomfort of the hard conversation. I walk through the hidden costs to your A players, your clients, and your cash, the honest reasons we keep people too long, and the exit plan that lets you control the timing instead of getting blindsided. Here's what you'll walk away with:- The three hidden costs of keeping an underperformer, including the one that can break your business- Why "get through busy season," "I feel bad," and "I don't have time" keep you stuck, and how to reframe each one- How to build YOUR exit plan (cross-cover the role, hire before they're gone) so the break happens on your terms The FREE Assume Sales Training: 2x your wedding bookings in 30 days, step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/keeping-a-bad-employee-too-long======================== Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZqqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase, at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.========================Support the show
Time isn't your biggest problem. The way you're using it is. Learn how theme days and Financial Fridays can help you stop reacting and start building a more profitable business.
Today we have authors Mike Michalowicz and Shawn Van Dyke talking about Profit First as a methodology for contractors among other topics.Sponsors:Cycle CPAKnowledge Tree Consulting Smart Growth EventPatioSEOHow to Hardscape HeadquartersRegister for HNA and Use Code: HTH for 50% Off
#740: Paula and Joe rarely butt heads — but a caller's side hustle, which pulled in $5,500 in a single day, sparked their most heated disagreement in months. This week's mailbag: a couple weighing an early retirement built on $1.2 million, a wedding-dress side hustle deciding whether to go all in, and a listener whose small stock investment turned into a $25,000 tax puzzle. In this episode, we discuss: How to build a bucket strategy so you can retire early and still stay aggressive with your portfolio The real markers that tell you it's time to go back to work — not just a number How one listener turned a marketplace side hustle into a $5,500 day When to leave a stable paycheck for a growing side business, and when to wait Why a popular plan to gift a winning stock to your kids usually backfires Whether it's worth paying taxes now to raise your stock's cost basis Where a single winning stock belongs — taxable, Roth, or a solo 401(k) Whether you're weighing an early exit from a stable career, deciding if your side hustle is ready to become your main hustle, or holding a stock that's grown far beyond what you expected, this episode will help you think through the tradeoffs before you act. ⏱️ TIMESTAMPS Note: Timestamps may vary slightly depending on dynamic ad placements. (00:00) Why a winning stock can turn into a tax trap (02:23) A $1.2M portfolio and a plan to retire by 45 (07:45) Why an aggressive portfolio needs a cash cushion first (16:49) The real signal your plan isn't working (24:25) A side hustle that made $5,500 in one day (33:51) Quit now or wait — two strong arguments (39:51) The book that could save a new business (54:09) A $200 stock that grew into $25,000 (01:01:08) The tax rule that blocks gifting stock to your kids (01:12:59) A hidden tax that kicks in above $250,000 income
You didn't start your business to stay stuck. If you're serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team: https://weddingproceo.com/applicationYou keep asking me for a follow up script, and I keep telling you no. This week I'm answering the question I get more than any other: what do I say when a couple goes quiet after a consultation? The short answer is nothing, because a script was never the problem. I'm walking you through why your consultation is ending without a clear next step, how to book that next step on the call itself, and what an actual personal follow up sounds like when you do need to send one.Here's what you'll walk away with:- Why a follow up script cannot fix a consultation that ends without a clear next step- The exact question to ask before a couple leaves the call, and how to book a follow up date on the spot- What a personal, transcript-specific follow up looks like compared to a generic template The FREE Assume Sales Training: 2x your wedding bookings in 30 days, step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3lTKLb4 ======================== EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/wedding-consultation-follow-up========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZqqPmz Heads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase, at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.========================Join the Beyond Prompts Boot Camp here!!!Support the show
En este episodio reflexionamos sobre una verdad poco hablada en la vida del empresario: tener una empresa que crece no siempre significa sentirse pleno. Hablamos de cómo muchos dueños de negocio alcanzan metas, generan resultados y sostienen responsabilidades importantes, pero aun así pueden sentirse cansados, desconectados o con la sensación de que algo sigue faltando. Una reflexión para mirar la plenitud más allá del éxito externo, reconectar con lo que realmente importa y construir una empresa que no solo funcione, sino que también le dé sentido, equilibrio y vida a tu vida. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
This is a free preview of a paid episode (55 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: https://cubicletoceo.co/podcast Questions about our premium podcast subscription? Send us a DM @cubicletoceo What happens to your IP when it's published under someone else's name? Adrienne Dorison built the operations frameworks behind Clockwork—a book that's sold more than 300,000 copies—yet her name never made the cover. Then a solo seven-figure consultant when author and later business partner Mike Michalowicz began interviewing Adrienne for his book in 2016, their collaboration eventually turned into a years-long partnership and a multi-million dollar company and brand, Run Like Clockwork. This case study explores the before, during, and after of a major business partnership involving shared IP. Adrienne gives us full transparency into the negotiation process and financial structure of how her and Mike shared the Clockwork IP, as well as the untangling of assets and IP after dissolving their partnership recently to launch her own brand, Level11 Leaders. Connect with Adrienne: Want to go out-of-office without anything in your business breaking? Book your FREE, 45 minute call with Adrienne to get clarity on your next move: level11leaders.com/bookacall level11leaders.com/exit level11leaders.com/podcast @adriennedorison If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag us @cubicletoceo so we can repost you. Subscribe to our premium feed for case-study style interviews every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices
✏️ Short Description Profit and cash flow are not the same thing. Learn why your business can be profitable on paper but still have no money in the bank, and what you can do to fix it.
En este episodio hablamos del área de innovación y de cómo encontrar ese espacio donde tu empresa puede dejar de competir igual que todos y empezar a diferenciarse con claridad. Descubrirás por qué innovar no siempre significa crear algo completamente nuevo, sino identificar qué haces mejor, qué necesita realmente tu cliente y dónde existe una oportunidad para aportar más valor. Una conversación para mirar tu negocio con estrategia, encontrar aquello que puede hacerlo único y construir una ventaja que te permita crecer sin depender solo del precio, la urgencia o la comparación con la competencia. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
You didn't start your business to stay stuck. If you're serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team: https://weddingproceo.com/applicationYou want to stop doing weddings and still pay yourself well, and it feels impossible because those two things don't arrive at the same time. In this episode Brandee walks through the real build behind her own freedom: the contractor bottleneck, the salary trade she made on purpose, hiring up one role at a time, and the middle-season framework that reframes why building feels like going backward. Then she hands you three questions to decide your own path.Here's what you'll take away:- Why you can't have time freedom and financial freedom at the same time, and the middle season where you trade one for the other- What "hiring up" means: every hire has to remove a responsibility entirely, not just reduce it- The three questions to answer before you build: what you want in three years, what you're willing to trade, and what season you're inThe FREE Assume Sales Training: 2x your wedding bookings in 30 days, step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3lTKLb4========================EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/time-freedom-vs-financial-freedom========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZqqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase, at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.========================Join the Beyond Prompts Boot Camp here!!!Support the show
En este episodio reflexionamos sobre una pregunta que puede cambiar la forma en que ves tu empresa: ¿qué la hace realmente única? Hablamos de cómo muchos negocios compiten por precio, imitan lo que otros hacen o intentan parecerse al mercado, sin detenerse a identificar aquello que los diferencia y les da verdadero valor. Una reflexión para mirar tu propuesta con más claridad, reconocer qué problema resuelves mejor que nadie y empezar a construir una empresa con identidad, enfoque y una razón clara para ser elegida. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
¿Llevas tiempo con una meta que no arranca? ¿Eres el cuello de botella de todo lo que pasa en tu negocio? La pregunta "¿cómo lo hago?" parece lógica, pero es una trampa que te condena a hacerlo tú solo, con tu tiempo y tu atención, que no son infinitos. En este episodio resumimos Quién, no cómo (Who Not How, 2020), de Dan Sullivan y Ben Hardy. Sullivan es fundador de Strategic Coach, la mayor empresa de formación para emprendedores de Estados Unidos. Hardy es psicólogo y coautor de varios libros sobre mentalidad y rendimiento. El "cómo" es lineal y lento: depende de lo que tú sabes y de las horas que le metas. El "quién" es instantáneo y exponencial: en el momento en que encuentras a la persona correcta, te conectas de golpe con conocimiento, contactos y capacidades que tú solo habrías tardado años en desarrollar. Michael Jordan no ganó ni un campeonato en sus primeros seis años en la NBA, no porque le faltara talento, sino porque le faltaba gente. Llegaron Scottie Pippen, Phil Jackson y Tim Grover, y ganó seis anillos. En este episodio vas a llevarte: ✅ Por qué la procrastinación no es pereza, sino una señal de que te falta un quién ✅ Cómo el filtro del impacto convierte tu visión en algo que otros quieren ejecutar sin que tú estés encima ✅ La historia del millonario que casi murió por no querer pagar 8.000 dólares en un aire acondicionado ✅ Por qué las personas correctas no solo te ayudan a llegar a tu destino, sino que pueden cambiar ese destino para mejor ✅ Cómo distinguir los problemas técnicos (que alguien puede resolver por ti) de los adaptativos (que solo tú puedes crear) Este episodio es el segundo de un bloque de cuatro semanas sobre sistemas de negocio. El anterior fue Un paso a la vez, de Mike Michalowicz. La semana que viene: Reclama tu tiempo, de Dan Martel.
Kirby Atwell runs Living Off Rentals and has coached nearly 400 students to build cash-flowing short term rental portfolios over the past five years, alongside his own 43-property portfolio. A profit-first practitioner who lives on a farm with his family, he applies the system to how he buys properties, not just how he manages the cash.This episode breaks down Kirby's unusual 1% net rule, why the highest-cash-flowing property beats the prettiest one, and how small multi-unit properties in secondary markets outperform luxury cabins. If you want to build a short term rental portfolio or squeeze more profit out of the one you have, this conversation is packed with tactical detail.Timeline Summary[1:24] – Kirby returns to the show with nearly 400 students coached over five years of short term rental teaching[2:18] – Why he'd rather buy the highest cash flowing rental than the prettiest one[3:03] – The 500 million Airbnb bookings most investors overlook beyond the luxury vacation cabin[4:21] – A real deal breakdown: a $234,000 two unit in Sioux Falls netting around $2,500 a month[5:32] – How the same property performs as a long term rental and why that matters as a backup[6:09] – Why all 43 of his properties could convert to long term tomorrow and still cash flow[7:38] – Kirby's 1% net rule and how it differs from the standard 1% gross rule for long term rentals[9:03] – Netting 1% of purchase price after every expense including maintenance set asides[10:39] – What his accounts looked like before Profit First when he had over $1 million and no clarity[11:42] – Using the free spreadsheet and the caps versus taps distinction every first and fifteenth[13:20] – His actual percentages across an active income LLC and a rental property entity[15:20] – How Profit First clarity coincided with outsourcing the day to day of the business[16:24] – Going from a stretch goal of 30 properties to listing his 43rd while working less[16:50] – Growing organically into four full time Philippines-based team members instead of a property manager[19:18] – The typical first goal for students: 10 to 15 thousand a month to escape a full time job[24:49] – The fastest Profit First move for an owner drowning in their own properties5 Key TakeawaysCash Flow Beats Curb Appeal — A $234,000 two unit in Sioux Falls nets $2,500 a month while a $700,000 luxury cabin grossing the same amount can lose money. Buy for profit, not looks.Use The 1% Net Rule — Instead of 1% gross like the long term standard, Kirby targets 1% of purchase price in net profit after every expense. Small multi-units in secondary markets make it possible.Profit First Starts At Purchase — The system isn't just for managing cash. Kirby applies it to his buying formula so a deal has to hit the net number before he ever underwrites it.Clarity Enables Hiring — With over $1 million in the bank and no idea what was profit, he couldn't grow. Seeing where every dollar was designated is what let him build a remote team and step out of the day to day.Ten Properties Can Free You — Four Sioux Falls style deals at $2,500 a month hits $10,000 monthly and buys back 40 plus hours a week. For most of his students, that's the real financial freedom goal.Links & ResourcesLiving Off Rentals Web Class — https://livingoffrentals.com/startSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comProfit First by Mike Michalowicz — https://mikemichalowicz.com/profit-firstEnjoyed This Episode?If Kirby's 1% net rule made you rethink every short term rental deal you've looked at, don't keep buying the pretty cabin that loses money. Share this episode with an investor who's killing themselves cleaning their own properties, and follow the show and leave a rating and review so more real estate investors can build portfolios that actually pay them.
When sales slow down, many business owners think the answer is to expand into a new market, add new services, or even start a second business. But what if that's exactly the wrong move? In this episode, I explain why chasing the next opportunity often hurts the business that's already making you money. We talk about the hidden costs of expanding too early, why most businesses haven't even scratched the surface of their current market, and how staying focused can lead to greater profits than constantly chasing something new. Before you start another business, add another service, or expand into a new area, listen to this episode. Sometimes the fastest way to grow is to stop chasing and start dominating. ----------------------------- DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
En este episodio hablamos de cómo criar hijos seguros de sí mismos a partir de las 7 fuentes que nutren su desarrollo emocional, su autoestima y su forma de relacionarse con el mundo. Descubrirás por qué la seguridad de un hijo no se construye desde la exigencia, la perfección o el control, sino desde la presencia, la aceptación, el amor, los límites y el ejemplo diario de sus padres. Una conversación para llevar las 7 fuentes a la práctica y entender cómo cada gesto, palabra y decisión puede ayudar a formar hijos más plenos, auténticos y confiados en quienes son. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
You've heard the dreaded B word. Budget. Maybe you've never found one that actually sticks or maybe you're the opposite, and you feel pretty on top of your money already. Either way, this episode is going to shift how you see it.I first found Mike Michalowicz back in 2019 when I read Profit First, and it completely changed how I manage the finances here at The Pink Bee. So when his newest book, The Money Habit, came out, I devoured it. This one applies those same principles to home finances, which means you'll love it even if you're not an entrepreneur. One of my favorite parts of this conversation is when Mike and I realized his money system works exactly like the way our community already plans their time. Turns out the thing that finally makes your money make sense is treating your bank account like your calendar.In This Episode, I'll Cover:Why traditional budgets set you up to fail before you even start, and what Mike says to build instead.The number of hours a day the average person spends worrying about money, backed by a 2025 study that genuinely stopped me in my tracks.The system Mike uses to take money out of one confusing pile and give it the same at-a-glance clarity your calendar has.The one word swap that changes whether you stay buried in debt or actually dig your way out.Where to start if the whole thing feels like too much, because you do not have to do it all at once.Connect With Mike Michalowicz:www.mikemotorbike.comwww.facebook.com/MikeMichalowiczFanPage www.instagram.com/mikemichalowicz www.linkedin.com/in/mikemichalowicz ________________________________
Send us Fan MailWhat happens when your notary business finally starts working — and you still can't figure out where the money goes?That's exactly where Bill Soroka found himself the year his revenue came in at $364,000. He was driving 400 miles a day, running nine to twelve appointments five and six days a week, grinding harder than he ever had. And in November of that year, he almost couldn't pay his rent.In this episode, Bill gets real about the financial pattern that nearly swallowed his best income year whole, why earning more doesn't automatically mean keeping more, and the book that finally gave him a system that worked.You'll hear about the concept of lifestyle inflation and why it shows up at every income level — not just for six-figure earners, but for notaries depositing $150 checks too. You'll learn the core idea behind Mike Michalowicz's book Profit First, how Bill adapted the system to fit the way his brain actually works, and why automation turned out to be the piece that made everything stick.This isn't a lesson in financial theory. It's an honest, sometimes embarrassing, deeply personal story about growing up broke, building a thriving notary business, and still managing to spend every single dime of it — until one system changed the whole trajectory.Bill also shares what became possible once cash reserves started building: the investments, the opportunities, the dream trips, and the doors that opened simply because he finally had the financial foundation to say yes when the right moment showed up.If you've ever had a solid month and wondered where it all went, this episode is for you.What you'll take away from this episode:Why lifestyle inflation is a documented psychology pattern and not a discipline problemHow the Profit First system works and why the core formula flip changes everythingWhy Bill didn't follow the system exactly as written and what he did insteadThe Qapital app and how automated savings buckets made the whole thing sustainableWhy working hard is a requirement but not a complete strategyWhat actually became possible once the financial foundation was in placePick up Profit First by Mike Michalowicz on Amazon. And if you want to keep building with a community of notary professionals who are serious about creating real income and real wealth through this work, join us at skool.com/notary.
En este episodio reflexionamos sobre el regalo más valioso que puedes darle a tus hijos: no solo bienes, oportunidades o consejos, sino tu presencia, tu ejemplo y una versión de ti más consciente. Hablamos de cómo muchos padres trabajan para darles "lo mejor", pero en el camino pueden olvidar que lo que más marca a un hijo es sentirse visto, escuchado y acompañado. Una reflexión para recordar que el verdadero legado no está solo en lo que construyes para ellos, sino en la conexión, los valores y la forma en que aprenden a vivir a través de ti. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
¿Tu negocio lleva meses estancado aunque no pares de apagar fuegos? ¿Y si el mayor problema de tu empresa no fuera el que tú crees? En este episodio resumimos Un paso a la vez (Fix This Next, 2020), de Mike Michalowicz —el mismo autor de La Ganancia—, el primer libro de su trilogía y el que él mismo recomienda leer antes que los demás: es el mapa que te indica dónde están los cimientos de tu negocio. La tesis incómoda: tu instinto —el que te salva la vida en un callejón oscuro— sabotea tu negocio. Lo que más grita cada mañana no suele ser el problema más urgente. Puede que lleves años cambiando las ventanas del tercer piso mientras el sótano se agrieta. Mike lo vivió en carne propia: pasó más de una década aumentando ventas mientras acumulaba 400.000 dólares de deuda personal, porque el problema nunca eran las ventas. La buena noticia es que hay una herramienta de 15 minutos que cualquier dueño de negocio puede usar hoy para encontrar ese único eslabón roto y volcar toda su energía en él. No en los 25 problemas que tiene tu empresa, solo en uno. En este episodio vas a llevarte: ✅ La jerarquía de 5 necesidades del negocio (ventas, beneficio, orden, impacto y legado) y por qué siempre hay que atender primero la más baja ✅ Las 25 necesidades concretas que tiene cualquier empresa, y cómo usarlas como mapa de prioridades ✅ Los 4 pasos para detectar tu «necesidad vital» en menos de 15 minutos y dónde volcar tu energía ✅ Por qué la trampa de la supervivencia te empuja a tomar decisiones que te hunden más ✅ La mentira de «vender más lo arregla todo» y cuándo las ventas no son el eslabón roto Este episodio abre un bloque de cuatro semanas sobre sistemas de negocio: cómo diagnosticar problemas, arreglarlos, delegar y recuperar tu tiempo como dueño.
David Richter, author of Profit First for Real Estate Investing and founder of Simple CFO, makes a blunt case in this solo episode: if you don't have a real reserve strategy, you don't have a real business. He walks through why most investors drain their accounts chasing the next deal and what that costs them a decade in.This episode reframes cash reserves as a growth tool rather than money sitting idle, covering how lenders view financial stability, why you should grow from reserves instead of revenue, and how one Profit First implementation gave a business owner six months of reserves for the first time in his life. If you're closing deals but living deal to deal, this one is for you.Timeline Summary[0:26] – The opening claim that a business without a reserve strategy isn't a real business[0:48] – Why real estate investors resist reserves and prefer every dollar out in deals[1:09] – Draining accounts for deals may scale you fast but won't build something that lasts[1:46] – Reserves as fire prevention instead of endless firefighting in your business[2:11] – The mastermind line that convicted David: if you're always fighting fires, you're the arsonist[2:35] – Without systems and people, you're constantly behind the eight ball on cash decisions[2:54] – The three questions you can't answer without a system: reinvest, pay yourself, or taxes[3:12] – Living deal to deal instead of paycheck to paycheck and what that does over ten years[3:29] – Why Profit First is fundamentally a reserve strategy for knowing where every dollar goes[4:05] – What lenders actually want to see and why zeroed out accounts kill your credibility[4:22] – Becoming the fire preventer instead of the firefighter through a clear cash system[4:43] – You took the chance on yourself, so the business should give you financial freedom[5:12] – Grow from your reserves, not from your revenue, and stop recycling the top line[5:33] – Where to find Profit First and the real estate investing edition David wrote[5:49] – A business owner who implemented one teaching and built six months of reserves[6:07] – Reserves as both financial peace of mind and a tool for profitable growth5 Key TakeawaysReserves Are Fire Prevention — If you're constantly putting out fires in your business, the lack of a cash buffer is what keeps lighting them. Reserves stop the emergencies before they start.Living Deal To Deal Is A Trap — Closing a deal, dropping the cash in the bank, and repeating for a decade leaves you broke with nothing to show. Volume without a system doesn't build wealth.Lenders Fund Financial Stability — Savvy investors and lenders don't want to see accounts drained to zero on every deal. Reserves make you fundable, which means reserves help you grow.Grow From Reserves, Not Revenue — Plowing every dollar of top line back into the business just recycles revenue. Real scale comes from a reserve cycle that keeps building.One Change Can Create Six Months — A business owner who had lived in financial chaos his whole career implemented a single Profit First teaching and built six months of reserves within a year.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comProfit First by Mike Michalowicz — https://mikemichalowicz.com/profit-firstEnjoyed This Episode?If the line about being the arsonist in your own business landed a little too close to home, that's the wake up call. Share this episode with an investor who's still draining their accounts for every deal, and follow the show and leave a rating and review so more real estate investors can build reserves that actually protect them.
En este episodio hablamos de cómo aplicar Profit First en tu empresa para dejar de administrar el dinero solo después de pagar gastos, deudas y urgencias. Descubrirás por qué la utilidad no debería ser "lo que sobra", sino una decisión financiera que se separa desde el inicio para darle más orden, claridad y estabilidad al negocio. Una conversación para entender cómo este método puede ayudarte a manejar mejor tu flujo de efectivo, tomar decisiones con más conciencia y construir una empresa que no solo venda, sino que también genere ganancias reales. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
En este episodio reflexionamos sobre Profit First, el método de Mike Michalowicz que propone una forma distinta de manejar el dinero dentro del negocio: separar primero la utilidad, antes de que los gastos se lo coman todo. Hablamos de por qué muchos dueños de empresa venden, cobran y trabajan duro, pero aun así sienten que el dinero nunca alcanza o que la utilidad aparece solo "si sobra algo". Una reflexión para empezar a mirar tus finanzas con más orden, conciencia y responsabilidad, entendiendo que un negocio sano no solo debe vender más, también debe aprender a conservar, administrar y generar ganancias reales. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
If you had the chance to buy your own business today... would you? In this episode, I share one of my favorite coaching exercises that helps business owners step out of the daily grind and see their business through a completely different lens. Imagine you're buying your business from someone else. What would you notice? Would the financials give you confidence? Would the customer experience impress you? Would your employees, systems, inventory, and processes make you excited to invest? This simple exercise helps you stop making excuses and start identifying opportunities. You'll learn how to evaluate your business objectively, uncover hidden weaknesses, and use your business numbers to make smarter decisions that lead to more profit. Sometimes the biggest breakthrough comes from looking at your business with fresh eyes.
En este episodio hablamos de las 7 fuentes del amor incondicional y de cómo pueden ayudarte a reconstruir la conexión con tu pareja desde un lugar más profundo, consciente y verdadero. Descubrirás por qué una relación plena no se sostiene solo con tiempo juntos, sino con presencia, escucha, aceptación, gratitud, respeto y la decisión diaria de volver a mirarse con amor. Una conversación para reflexionar sobre aquello que le da sentido a todo lo demás: la calidad de tus vínculos, la manera en que amas y la posibilidad de construir una relación que no solo acompañe tu vida, sino que también la nutra. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
En este episodio reflexionamos sobre cómo muchas veces las quejas de la pareja no son solo reclamos, sino señales de algo más profundo que necesita atención, presencia y comprensión. Hablamos de cómo el cansancio, la desconexión, la falta de tiempo o la sensación de no ser prioridad pueden expresarse como molestia, pero en el fondo revelar una necesidad emocional que no ha sido vista. Una reflexión para dejar de reaccionar a la defensiva, escuchar con más conciencia y empezar a mirar qué hay detrás de cada queja para recuperar conexión, empatía y cercanía en la relación. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Hiring your next employee might be the best decision you ever make... or one of the most expensive mistakes. In this episode, we break down the two questions every business owner needs to answer before adding another person to the team: Do you truly need the help? Can your business actually afford it? We discuss why hiring won't fix an unprofitable business, how to know when your current team is being underutilized, and why adding another employee often masks training, leadership, or process problems. We also cover the difference between employees and subcontractors, when outsourcing makes more sense than hiring, and how every new hire should help create more sales, more profit, or free you up to work on growing the business. If you're thinking about making your first hire or adding to your team, this episode will help you make that decision with confidence.
En este episodio hablamos de la importancia de definir a tu cliente ideal y de por qué intentar venderle "de todo a todos" puede estar afectando la rentabilidad, el enfoque y el crecimiento de tu negocio. Descubrirás cómo atender a clientes que no encajan con tu propuesta puede generar desgaste operativo, baja rentabilidad, problemas con el equipo y decisiones tomadas desde la urgencia. Una conversación para entender que vender más no siempre significa vender mejor, y que elegir con claridad a quién quieres servir puede ayudarte a construir una empresa más enfocada, rentable y alineada con su verdadero valor. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
En este episodio reflexionamos sobre una pregunta clave para cualquier dueño de negocio: ¿realmente le estás vendiendo a las personas que quieres servir? Hablamos de cómo muchas empresas terminan aceptando clientes que no encajan con su propuesta, desgastan al equipo, presionan la operación y alejan al negocio de su verdadero propósito. Una reflexión para revisar si tu cliente actual está alineado con el tipo de empresa que quieres construir, y cómo empezar a venderle con más intención a quienes realmente puedes ayudar, servir y transformar. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Fear comes in many forms. Sometimes it's fear of numbers. Sometimes it's fear of what those numbers will tell you. Learn why facing your Profit & Loss could be the most profitable decision you make this year.
Welcome to another episode of Women Petpreneurs Presents Book Club! Join Mary Oquendo, Denise Heroux, and Sacheen Mobley as they dive into some of their favorite business books and discuss the lessons they've gained as entrepreneurs. In this episode, Mary Oquendo introduces Denise's book, "Build It Right," which breaks down fundamental aspects of running a pet industry business, from mindset and clarity, to pricing, branding, leadership, and growth. Denise Heroux shares her thoughts on "Profit First" by Mike Michalowicz, a practical guide for building profit into your business from day one. The conversation continues with reflections by Sacheen Mobley on "The Millionaire Fast Lane" and other timeless business reads, highlighting the value of sustainable business practices and "unsexy" ventures that can lead to real success. Whether you're a pet industry professional or just love a great business book, this episode is packed with insights and inspiration to take your business to the next level!
En este episodio hablamos de cómo los miedos pueden empezar a dirigir nuestras decisiones, relaciones y forma de vivir sin que nos demos cuenta. Descubrirás por qué muchas veces el sufrimiento no nace solo de lo que ocurre afuera, sino de las historias, anticipaciones y bloqueos internos que construimos alrededor del miedo. Una conversación para mirar con honestidad qué miedos te están controlando, cómo impactan tu vida personal y profesional, y cómo empezar a recuperar claridad, libertad y paz interior. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Todos los dueños deberían poder tomarse cuatro semanas de vacaciones al año, completamente desconectados, sin celular, sin correo, y que la empresa siga creciendo. Así lo dice Mike Michalowicz en Clockwork y cuando lo leímos pensamos que estaba loco. Pero lo pusimos en práctica, raza, y hoy nos tomamos mínimo diez semanas de vacaciones al año.En este episodio te contamos cómo lo hicimos, sin filtros: cómo nos tomamos licencias de hasta seis meses cuando nació Pablo, cómo el trimestre que ni Dan ni yo estuvimos presentes terminó siendo el más exitoso de nuestra historia, y por qué descansar es mucho más valiente que aguantar. Hablamos de cómo aprender a delegar en tu negocio, de qué es un integrador empresarial y por qué solo el 2% de las personas puede serlo bien, y de cómo agendamos el descanso con tanta anticipación que ya sabemos qué vamos a hacer casi todos los fines de semana del año.Si sientes que tu empresa no puede funcionar sin ti, que cada vez que te desconectas algo se cae, o que la idea de tomarte vacaciones siendo dueño de negocio te genera más ansiedad que descanso, este episodio es para ti.Libros que mencionamos en el episodio:Clockwork de Mike Michalowicz, Traction y Rocket Fuel de Gino Wickman, y Buy Back Your Time de Dan Martell.
You didn't start your business to stay stuck. If you're serious about hitting 6 or 7 figures without sacrificing your life, book your FREE Gap Assessment with our team: https://weddingproceo.com/applicationMost wedding pros are drowning in manual follow-ups, content, and admin while the work that makes money keeps sliding to tomorrow. In this episode find out what changes when AI becomes the operational layer under your business, not a caption generator you have to prompt. This is the shift from being a tool user to being a system user, and it is happening faster than most people realize.Here is what you'll take away: - The real difference between a CRM that automates a generic funnel and an AI employee trained on your offers, pricing, and history that drafts the right reply before you wake up- Why you audit your biggest time suck first, then build one system at a time like rolling the first ball of a snowman- How AI turns the words you already say on calls and in meetings into content that sounds like you and pulls in clients like the ones you've already booked The FREE Assume Sales Training: 2x your wedding bookings in 30 days, step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorg A favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3lTKLb4======================== EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/ai-powered-wedding-business======================== Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZqqPmz Heads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase, at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.========================Support the show
En este episodio reflexionamos sobre ese miedo silencioso que muchas veces paraliza al dueño de negocio: miedo a equivocarse, a crecer, a perder el control, a tomar decisiones difíciles o a no estar a la altura de lo que su empresa necesita. Hablamos de cómo el miedo puede disfrazarse de análisis, perfeccionismo o espera, mientras el negocio sigue detenido y las oportunidades se van aplazando. Una reflexión para reconocer qué miedo está frenando tus decisiones y empezar a avanzar con más conciencia, valentía y claridad. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Learning your numbers isn't just about understanding a Profit & Loss statement. It's about building confidence, making better decisions, creating more profit, and giving yourself the freedom to build the business and life you truly want. Whether you're just getting started or you've owned your business for years, your journey changes the moment you stop guessing and start understanding your numbers. I'd be honored to be a small part of that journey. ----------------------------- DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
David is joined by Mike Michalowicz, author of Profit First and The Money Habit, who has spent years showing entrepreneurs why financial discipline at home is just as critical as profitability in the business. They break down why most owners are wired to spend every dollar they earn, from the behavioral science behind the hunt-and-gorge cycle to the multi-account system that removes willpower from the equation, to why 1% profit allocation can compound into a sellable, self-sustaining business.See where your business stands —Take the free Growth ScorecardListen to the full audiobook free — Get Off The TruckFollow HSBC Social's:Facebook | Instagram | YouTube | HSBC Accelerator | Jobber | Home Service Business Coach Email: info@homeservicebusinesscoach.com
En este episodio hablamos de reclutamiento y de por qué muchas empresas siguen contratando personas equivocadas, no por falta de candidatos, sino por falta de método. Descubrirás cómo dejar de contratar solo por intuición, urgencia o "buena impresión", y empezar a evaluar con más claridad si una persona realmente encaja con el puesto, la cultura y las necesidades del negocio. Una conversación para entender que contratar bien no es cuestión de suerte, sino de estructura, procesos claros y decisiones más conscientes desde antes de abrir una vacante. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
This episode explores financial management strategies tailored for physical therapy practice owners, highlighting how behavioral finance principles can lead to more sustainable and profitable practices. Dr. Stephanie Weyrauch speaks with Craig Dacy and shares actionable insights on building cash reserves, setting equitable owner compensation, and fostering a long-term profitability mindset—key considerations especially relevant in a landscape of changing reimbursement policies. In this episode: · How practice owners can implement the Profit First system to improve cash flow and profitability · Strategies for paying PT owners and team members competitively while maintaining business health · The importance of behavioral finance and habit formation in managing healthcare business finances · Building cash cushions to buffer the impact of delayed insurance reimbursements · Transitioning from solo to multi-location practice: financial and strategic shifts · Insights on hiring and retaining staff in a competitive employment market, including creative compensation models · Special considerations for insurance-based PT practices and handling delayed payments · The role of long-term thinking in promoting lifelong patient engagement with physical therapy · Craig's journey to authoring a book tailored to physical therapists on financial management Timestamps: 00:00 - Introduction and host introduction to Craig Dacy 00:14 - Craig's background and link with Ramsey Solutions 01:05 - Transition from teaching to financial coaching, motivated by personal debt freedom 02:04 - Connecting personal finances with managing a healthcare practice 02:26 - The link between physical therapy and finance, and the need for early financial education 03:22 - Why focus on physical therapists and their unique financial challenges 03:57 - Short-term engagement models and their impact on PT practice finances 04:37 - Promoting lifelong physical therapy and long-term patient relationships 05:05 - Expanding services and revenue streams beyond injury-based care 06:01 - Overcoming scarcity mindset in insurance-reliant practices 06:35 - Owner compensation strategies and making practices more sustainable 07:18 - Implementing profit-based accounting to manage personal and business finances 08:36 - The role of budgeting and behavioral finance in practice management 09:57 - The Envelope system adapted for business accounts 10:23 - Building a practice on a lean budget and avoiding debt 11:04 - Managing delayed insurance payments and cash flow buffers 12:02 - Percentage-based budgeting and cash cushion strategies 12:47 - Tailoring Profit First principles for healthcare settings 13:31 - Different financial strategies for growing practices 14:01 - Prioritizing payroll and managing equipment expenses 14:38 - Challenges of hiring in a competitive market and offering competitive salaries 15:06 - How to determine sustainable compensation—percentages and alternative pay models 15:56 - Profit sharing and creating ownership culture for employee retention 16:50 - Boosting practice profitability through mindset shifts 17:31 - The importance of profit in business health and longevity 18:30 - Transitioning from solo to multi-location practices and financial planning 19:19 - Growth phases and financial shifts at different revenue levels 20:48 - Proactive planning to fund expansion and staffing 21:20 - Behavioral changes needed for practice profitability and culture 22:07 - How profitability benefits the team, patients, and business sustainability 23:04 - Making profit a priority by shifting financial behaviors 24:18 - Small habits for long-lasting financial health—starting with just 1% into profit 25:00 - Speaking at Web PT's Ascend conference, and the growth mindset around money 26:20 - Craig's journey to writing a book for PTs on financial systems 27:53 - Inspiration behind the book and the process of writing 29:22 - Advice to younger self: embrace authenticity and risk-taking 30:18 - Connecting with Craig and upcoming resources for practice owners 31:23 - Final tips: opening a profit account and celebrating profitability 32:05 - Closing remarks and encouragement to adopt financial habits Resources & Links: · Profit First by Mike Michalowicz · pf4pt.com — Book landing page and pre-order info · Dacy Coaching — Practice financial consulting Connect with Craig: · Website · Schedule a coaching session · Craig on Instagram · Craig on LinkedIn · Craig on YouTube More About Craig Dacy: Craig Dacy, owner of DACY Financial Coaching, has helped hundreds of small businesses, with a focus on Physical Therapists, find confidence and clarity in their finances. After spending over a decade as an educator, Craig combines his knack for small business and love for teaching to help make the overly complicated concept of business finances incredibly simple to understand. Craig lives in Austin, TX with his wife and 2 kids. When he's not spending time with his family, he can be found reliving "the good old days" as the lead singer and bass player for his 90s cover band, Zoodust. Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio
We have a special episode for you today! A few weeks ago, Dr. Sabrina was invited to a webinar in the Pumpkin Planners Rock Facebook Group to consider this important question: “Is your business killing your relationship?” We've found that this topic resonates deeply with small business owners everywhere, because we all fear that our commitment to our work is taking over our lives, killing our marriages, and damaging our relationships with loved ones. We are bringing you this webinar to increase understanding about entrepreneurial burnout and to prevent your business from becoming the uninvited third party in your relationships. If you want to show up fully present in your most important relationships, this episode is for YOU. It could change your life!Donna Leyens is the president and co-founder of Pumpkin Plan Your Biz. She is on a mission to save small businesses from extinction by providing tools, strategies, training, and support to business professionals who want to make a big impact as small business growth strategists. This mighty team of strategists uses The Pumpkin Plan Action Guide, a business growth program Donna developed based on the methods in the book, The Pumpkin Plan, written by her co-founder, Mike Michalowicz. Pumpkin Plan Strategists help small businesses not just stay afloat but also scale and grow in both profitability and size, while giving the owner time for life and relationships. Profit by Design is a Tap the Potential production. Show Highlights:The mission of the Pumpkin Plan programThe early warning signs that your business is damaging your relationshipThe trap: Being physically present and mentally “checked out” with our familiesHow to know when your business is taking up way too much of your mental spaceYou're not a bad person if you're a burned-out entrepreneur! (Our Better Business, Better Life Assessment is the only tool that measures burnout in entrepreneurs and the health of their businesses.)Burnout: A combination of all the small things and stressors we absorb (Listen to the cold, hard facts that our research has shown.)Dr. Sabrina's story (Listen to learn why this mission is a personal one.)Entrepreneurs are disconnected at home. Why?We need to value our time differently. (Are you working on $10,000 an hour activities? Download your chart now!)Are your team members working from their strengths?What are the $10,000 an hour activities in your relationships? Nothing else matters!Action steps to start today: Recognize that limits drive innovation and creativity, completely turn off your phone in the evenings and on weekends (Do you need a “Work supports life” sticker?), and ask your loved ones what would be going on if your relationship were at a “10.” Resources:Take the Better Business, Better Life Assessment to identify what may be keeping you stuck and killing your relationships!
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/application In this episode, I'm breaking down the one AI skill that has to come before any prompt, tool, or automation. Most wedding pros are building on a broken foundation, which is why their AI content sounds generic and nothing like them. I'll show you how to build your foundation file so AI finally sounds like you and saves you the hours everyone keeps promising. The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4 ========================= EPISODE SHOW NOTES BLOG & MORE:https://www.weddingproceo.com/341=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Support the show
Want to know exactly how much you need to sell to hit your profit goal? In this episode, we use a simple formula and your Profit & Loss statement to reverse engineer your sales target and build a more profitable business.
David Richter is the author of Profit First for Real Estate Investors and founder of Simple CFO, a company built to help real estate investors get control of their cash flow, pay themselves consistently, and stop living deal to deal. He spent nearly a decade inside a real estate business that scaled to 25 wholesale deals a month, where he eventually took the finance seat, only to discover they were spending more than they were making — and that nearly everyone around them was in the same boat.In this featured episode, David joins Jason Lucchesi on the No Flipping Excuses show to walk through the exact financial foundation every investor needs from their first deal forward. From the Golden Trio bank accounts to finding your keep number to what clean financials actually look like to a lender, this conversation gives real estate investors a clear, no-excuse starting point for building a profitable business.This is a practical, straight-talk episode for investors at every stage — whether you're still waiting on deal one or you're ten years in and still chasing your tail. If you've ever wondered where your money goes after a deal closes, or why more deals aren't translating to more personal wealth, this is the episode that answers it.David's core message is simple: real estate is the vehicle, but money is the game. And most investors don't know the rules. This conversation gives you the foundation to start playing it right.Episode Highlights[0:26] – David teases the episode: $25 deals a month while going broke, the Golden Trio accounts, and the keep number framework[1:13] – Jason Lucchesi opens the No Flipping Excuses interview and introduces David Richter[3:16] – David's origin story: started in real estate at 19 after reading Rich Dad Poor Dad, joined a team doing 5 wholesale deals a month and helped scale it to 800+ total deals[4:35] – How David ended up in the finance seat with zero accounting background, and what he learned sitting down with the CPA to understand profit, loss, and cash flow[5:14] – The wake-up call: doing $25 deals a month but spending $26 worth out the door — and realizing at masterminds that this was an industry-wide problem[7:07] – Why Gary Harper's recommendation of Profit First hit David so hard, and how it led him to partner with Mike Michalowicz on a real estate-specific edition[9:31] – Why the classic "pay yourself first" advice from Rich Dad and The Richest Man in Babylon always stopped short — and what Profit First does differently[12:09] – The #1 mistake most investors make: the single "black hole" account where all money comes in and disappears, with every decision based solely on the balance[13:52] – Introducing the Golden Trio: profit, owner's comp, and owner's tax accounts — and why even 1% into each is enough to start breaking the deal-to-deal cycle[15:31] – Why Relay Bank partnered with Profit First and how to open up to 20 accounts for free to implement the system right now[21:23] – How to figure out realistic starting percentages, why 1% beats 0%, and when to begin ramping toward the recommended targets based on your revenue range[24:10] – The lender advantage: why having clean, structured financials and visible reserves makes you far more attractive for financing on rentals and portfolio growth[26:35] – Role play: two investors walk into a bank — one sloppy, one Profit First-style — and what actually happens in underwriting[29:49] – Finding your keep number: how one investor lost $70,000 in 2019, found his number, and realized he only needed five deals in 2020 to hit his goal[35:10] – David's two book recommendations: Crucial Conversations (for life, marriage, and leadership) and Fix This Next by Mike Michalowicz (for diagnosing your business stage)5 Key TakeawaysThe single bank account is the root problem. Most investors run their entire business out of one account and make every spending decision based on the balance. Splitting into multiple named accounts creates instant clarity about what money is yours, what belongs to taxes, and what's actually available to invest.Start with the Golden Trio, not a perfect system. Profit, owner's comp, and owner's tax accounts are the three that matter most first. Even putting 1% into each from every deal builds the habit and keeps you from sending everything out the back end of your business.The Hope and Pray plan is not a strategy. Hoping a deal closes before payroll is due isn't business management, it's survival mode. Knowing your keep number — the actual monthly amount you need to take home — replaces hope with a real target and changes how you size deals, marketing spend, and growth.More deals don't fix a broken system. Scaling a business that loses money on cash flow just creates bigger losses at higher volume. Getting the financial foundation right at five deals a month means you're actually building something — not just generating more chaos with more zeros.Clean financials make you a better borrower. Lenders look at reserves, structure, and cash management. Investors running Profit First-style accounts with visible cash buffers get better terms, faster approvals, and more lender interest than operators with sloppy books, regardless of how many deals they've closed.Links & ResourcesProfit First for Real Estate Investors (free copy) — https://www.simplecfo.com/giftSimple CFO (book, podcast, and discovery call) — https://www.simplecfo.comRelay Bank (Profit First-friendly banking, up to 20 free accounts) — https://www.relay.comProfit First by Mike Michalowicz — available on Audible and AmazonCrucial Conversations by Kerry Patterson et al. — available on Audible and AmazonFix This Next by Mike Michalowicz — available on Audible and AmazonRich Dad Poor Dad by Robert Kiyosaki — referenced by David as the book that started it allClosing RemarkIf this episode gave you a clearer picture of what your finances should actually look like, share it with an investor friend who's still running everything through one account. The Golden Trio is a simple starting point anyone can implement this week, and it might be the most impactful hour they spend on their business all year. Subscribe, review, and share the show — and if you're ready to get your numbers dialed in, visit https://www.simplecfo.com to book your free discovery call today.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/application You're buried in repetitive work and drowning in A.I. hype that promises a hack will save you 10 hours. It won't, because A.I. is not the strategy. In this episode I pull back the curtain on how we use A.I. employees inside our own wedding businesses to handle onboarding, follow-ups, sales tracking, and content, so your business runs lighter while you sleep. If you've felt behind on A.I., this is the foundational breakdown that finally makes it make sense for wedding pros.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorg A favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/ai-for-wedding-business/========================= Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swd Have a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Join the Beyond Prompts Boot Camp here!!! Beyond Prompts Bootcamp: Learn AI to Run Your Wedding Business Better (June 23–25)Support the show
What if the problem isn't your business? What if the problem is that you're trying to force yourself into a life you no longer want? In this episode, we have an honest conversation about something most business owners never talk about: what happens when you hate being a business owner. Some people are struggling because they simply haven't figured out their numbers yet. They love being a business owner but need to understand their Profit & Loss, pricing, debt, cash flow, and profitability. Others hate every aspect of business ownership. They hate sales. They hate marketing. They hate managing people. They hate the pressure and responsibility. Those are two completely different situations. The question is: Which bucket are you in? Today we're talking about how to know the difference and what to do next.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationI have spent 20 years in the wedding industry, and since launching Wedding Pro CEO in 2020 I have helped hundreds of wedding pros build profitable, scalable businesses. The single biggest shift I am seeing right now is not about better prompts. In this episode, I break down the difference between using AI as a tool and using it as an operating system, introduce the four AI agents every wedding pro should build first, and show you exactly where to start so you can stop being the bottleneck in your own business. If you are tired of doing everything yourself, this one is for you. The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorg A favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFw Another favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/ai-agents-wedding-business/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmz Heads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Join the Beyond Prompts Boot Camp here!!! Beyond Prompts Bootcamp: Learn AI to Run Your Wedding Business Better (June 23–25)Support the show
Most business owners are busy. The question is: are they actually successful? In this episode, we talk about one of the biggest traps small business owners fall into—confusing activity with progress. Just because you're working long hours, running from job to job, and staying busy every day doesn't mean your business is growing or becoming more profitable. We discuss the difference between working IN your business versus working ON your business, why so many owners avoid looking at their numbers, and how failing to carve out time for planning keeps them stuck in the same cycle year after year. You'll learn why protecting time to review your business, improve systems, develop your team, and understand your Profit & Loss report may be the most important work you do all week. If you're tired of spinning your wheels and ready to build a more profitable business, this episode is for you. ----------------------------- DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS
Target Market Insights: Multifamily Real Estate Marketing Tips
Marcy Sagel is the founder and principal of MSA Interiors, a commercial interior design firm specializing in multifamily housing, student housing, senior living, affordable housing, and other complex commercial projects. With over 30 years of industry experience, Marcy has built a reputation for creating innovative, functional spaces that align with her clients' strategic and financial goals. She also co-founded Designer Bank, an online education platform that teaches design skills, space planning, software, and product knowledge to developers, investors, and aspiring designers. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Audit your top ten competitors before making a single design decision Prioritize closet space, in-unit laundry, lighting, and cabinetry in unit renovations Full-size stackable washers and dryers outperform compact units in resident satisfaction Furniture layout planning, including TV placement and door positioning, directly affects rentability Looking high-end and being expensive are not the same thing Cheap materials that fail early cost more over time than durable materials installed once Differentiate from the competition rather than replicate it Topics What Residents Actually Want in a Unit Walk-in or large closets are now a baseline expectation, not a premium feature In-unit full-size stackable laundry is the preferred standard for most unit types Updated lighting, countertops, and kitchen cabinetry signal value to prospective residents Common Design Mistakes in Multifamily Layouts are not evaluated for furniture placement before construction or renovation TV placement and couch space are often afterthought considerations Excessive interior doors fragment rooms and reduce usable wall space Simple layout adjustments, such as moving a door 12 inches, can unlock meaningfully higher rents How to Stand Out Against the Competition List every competitor, their amenities, finishes, unit quality, and rents before setting a design direction Identify what the market is missing, then build toward that gap Boutique, differentiated spaces lease faster than properties that blend in Marcy cites a university-area project where a speakeasy-style hangout space and boutique design drove strong lease-up against large institutional competitors Looking Premium Without Overspending A $1.50 tile can look high-end with the right design approach Affordable housing projects should look as good as the budget allows, not be deliberately toned down Cheap, low-durability materials often require costly mid-cycle replacements that eliminate any initial savings Work with established vendors who can offer warranties and guarantee product longevity Designer Bank: Design Education for Developers Designer Bank is an online platform offering modules on Revit, rendering, space planning, lighting, flooring, and tile Modules are taught by industry practitioners with deep product knowledge Targeted at developers, investors, and anyone who wants to make better-informed design decisions