POPULARITY
In this episode, I'm breaking down the considerations you need to evaluate before hiring a CFO for your business. From understanding the differences between a CPA, bookkeeper, and CFO services, to knowing the signs that indicate you're ready for a CFO, this episode covers it all. I'll share insights on how a CFO can help you make data-driven decisions, challenge you to think differently, and ultimately drive your business to greater financial success. Whether you're unsettled with your current financial guidance or craving strategic input, tune in to see if it's the right time for you to bring a CFO on board. What You'll hear in this episode: [0:50] Understanding the Role of a CFO [2:05] Signs You're Ready for a CFO [3:20] The Value of a CFO's Perspective [7:40] Making Conscious Financial Decisions [9:05] The Benefits of Hiring a CFO [10:40] Exploring CFO Services If you like this episode, check out: How You Know You Need a CFO Do You Need a CFO in Your Business? How to Know if a CFO Power Session is for You Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode Shannon offers invaluable guidance for entrepreneurs contemplating an exit strategy. Shannon breaks down the comprehensive process of selling a business into five essential steps—from clarifying goals and obtaining a valuation, to optimizing operations, understanding risk management, identifying the right buyer, and mastering the art of negotiation. Whether listeners are looking to sell their company, scale it, or buy out a partner, this episode provides actionable insights and expert advice to help navigate this complex journey. So, grab a notepad and dive into the steps to ensure a smooth, profitable, and strategic business sale. What you'll hear in this episode:06:13 Build trust, maintain data, ensure legal structure. 09:27 Client dependency risks business stability post-sale. 10:59 Over-reliance on key employees hampers business transition. 14:15 Negotiate terms; prioritize trust and risk management. 16:54 Decide clearly what you want before accepting. If you like this episode, check out: The Most Valuable Currency to an Entrepreneur Essential Phases in Selling Your Business Become the Director, Not the Lead Actor Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, Shannon delves into a crucial topic for any business owner: hiring contractors versus employees. She shares her personal journey of expanding her team from contractors to W2 employees and breaks down the pros and cons of each option. Whether listeners are planning to hire in the near future or are just curious about the differences, this episode provides valuable insights to help make informed decisions. So, if listeners are ready to discover the best hiring strategy for their businesses, they should stay tuned! What you'll hear in this episode: 03:48 Ensure proper classification of employees and contractors. 06:41 Contractor relationships: low risk, easy exit, flexible. 11:36 Hire slowly and intentionally to avoid costs. 13:15 Employees crucial for sustainable high-value businesses. If you like this episode, check out: The Silent Business Killer Authentic Hiring: Showcase Your Values Creative Benefits You Can Offer Employees Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, Shannon dives deep into the three major risks that can significantly impact any business. She explores the dangers of over-reliance on the owner, the pitfalls of over-concentration on particular clients, and the importance of being prepared for external market and industry risks. Get ready for practical advice that will help safeguard and grow your business. Remember, the insights shared are for educational purposes and not individual tax advice. What you'll hear in this episode: 03:33 Owner dependence reduces business value drastically. 09:18 Assess external factors; identify risks and patterns. 10:26 Prepare for risks with contingency plans in business. 14:28 Identify main risks; take steps to mitigate. If you like this episode, check out: What Can a Balance Sheet Reveal About Your Business? Navigating Tax Rules for Digital Sales What Should You Track in Your Books? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode, Shannon speaks with Jill Simonds, founder and CEO of Savvy Strategic Partners, to explore the role and benefits of fractional C-suite executives. They discuss how part-time executive talent can optimize operations, enhance enterprise value, and ensure smoother business scalability. Listeners will gain insights into effective task prioritization, the importance of Standard Operating Procedures (SOPs), and minimizing founder dependency. Jill and Shannon also delve into understanding various types of business capital—human, structural, customer, and social—and their impact on long-term success. Tune in to discover how fractional services can bridge growth challenges and elevate your business, with actionable tips and strategies from industry experts. Jill is founder/CEO of Savvy Strategic Partners, a full-service fractional C-Suite executing vision, increasing business value, and helping founder owners realize freedom. Savvy serves business owners with an experienced collective of outsourced executive leaders across the functions of operations, revenue, and finance. Website: https://savvystrategicpartners.com/ What you'll hear in this episode: 05:18 Fractional model bridges current and ideal states. 09:44 Shared vacation homes maximize value, reduce costs. 12:43 Intangibles enhance enterprise value beyond financial metrics. 15:16 Intangibles crucial for competitive advantage, four capitals. 17:43 Unpack business capital categories; identify improvement areas. 22:33 Limited impact unless processes are systematized, delegated. 25:10 Prioritize roles for effective organizational changes. 27:15 Reflect and correct process errors: turnbacks. If you like this episode, check out: Managing the Employee Expectation Gap How to Keep Employees Loyal Strategies for Managing Remote Teams Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, Shannon dives into a topic that many business owners find challenging—sales. For those who break out in a cold sweat at the thought of selling, this episode offers relief. Shannon explores how to increase revenue without the dreaded sales struggle, offering practical strategies for upselling existing clients, leveraging partnerships, and optimizing lead sources. These insights aim to drive businesses forward without the constant battle of acquiring new customers. So, sit back and get ready to learn how to boost your earnings without the stress of sales! What you'll hear in this episode: 04:18 Consider upselling existing clients additional services. 09:10 Find complementary professionals or services for clients. 10:15 Earn commissions through referrals without extra effort. 13:52 Examine current processes to increase profit margins. If you like this episode, check out: The Two Ways You Earn Money in a Business Productivity Does Not Equal Profitability The Five Money Metrics You Need Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Words shape how others see us—and how we see ourselves. In today's episode, I'm unpacking the language traps that might be quietly undermining your message—and showing you how to ditch them for good. We're talking about the subtle phrases that slip into our conversations, robbing us of confidence and clarity without us even realizing it. This isn't about polishing your grammar; it's about transforming the way you communicate so your words reflect your true strength.Here's a sneak peek at what you'll learn:
Today, Shannon Weinstein chats with Savannah Chaffin, an enrolled agent and expat tax expert in Vienna, Austria. Savannah shares her experiences navigating the complex world of international taxation, from lifestyle changes and cost of living to the intricate tax obligations US citizens face abroad. Key topics include the importance of thorough research, consulting financial planners, understanding foreign tax systems, and reporting foreign income. This episode is packed with practical advice for anyone considering or already living an expat life. Tune in for valuable insights and real-life stories to help you manage your international move. Savannah Chaffin is an Enrolled agent and self-declared "expat tax nerd", passionate about helping fellow expats navigate tax and finances when living abroad. She is the founder of Alveus Tax and co-founder of Passport to Wealth. LinkedIn: https://www.linkedin.com/in/s-chaffin/ Website: https://www.passportwealth.com/ What you'll hear in this episode: 03:44 Decision to move made quickly and spontaneously. 06:46 Foreign income must be reported on US taxes. 12:28 Consolidate accounts and find a suitable bank. 14:30 Find familiar US tax preparer for complexity. 22:14 Switzerland taxes global wealth, not income. 25:11 Earned income exclusion: $126,500 in 2024 taxes. 26:39 Use physical presence test to adjust contributions. 31:02 Consider legalities: residency, taxes, visas abroad. If you like this episode, check out: Simple S Corp Salary Guide for Beginners Why You Want to Avoid Tax Extensions Moving to a Tax-Free State - Worth it? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Imagine being on stage or in a meeting, pouring out all the wisdom you've got, only to realize your audience's attention is slipping away faster than you can say “next slide.” It's not your message; it's your pace. In this episode, we're diving into one of the most overlooked secrets in public speaking that can transform your impact instantly: the power of the pause. Whether you're a naturally fast talker or just get carried away in the moment, learning to embrace those small pockets of silence can be the difference between a speech that resonates and one that races by.What You'll Learn in This Episode:Why our brains process words faster than we hear them—and how to use that gap to your advantageHow pauses create tension, hold attention, and make your audience lean in for morePractical tips to add intentional pauses into your presentations or everyday conversations (without feeling awkward!)Quick techniques to calm your nerves so you feel confident enough to embrace the silencePausing with intention isn't about leaving empty space; it's about letting your message breathe and giving your audience time to soak in every word. In fact, studies show that strategic pauses can boost retention by up to 20%! So, if you're ready to stop speeding through your speeches and start connecting in a way that leaves a lasting impact, this episode is for you.Now, here's your next power move: if you're serious about elevating your message and want to become the kind of speaker people can't stop talking about, let's team up. Book a Power Session with me—a focused, 60-minute strategy session where we'll work on amplifying your presentation, message, and speaking skills to the next level. Head over to speaklikeitmatters.com/powersession, and let's make your voice unforgettable!Let's connect on IG at www.instagram.com/csillamuscanor on LinkedIn at https://www.linkedin.com/in/csillamuscan/
Today, Shannon dives into a topic that might seem counterintuitive but could be a game-changer for any business – unscaling. In this episode, Shannon shares a cautionary tale from her own business journey this year, where she set out with the intention to simplify, only to find the real magic in unscaling. She explores why scaling too soon can be detrimental, how eliminating unnecessary barriers can dramatically increase client engagement, and why high-impact, personal touches often outperform automated processes. For early-stage entrepreneurs, this episode is packed with actionable insights on focusing on what truly matters and enhancing the customer experience without burning out. What you'll hear in this episode: 03:59 Making it easier for clients to meet Shannon. 07:00 Build scalable systems; include personal follow-up calls. 09:35 Achieve growth to scale effectively and strategically. 12:43 Manually handle outreach to stand out effectively. If you like this episode, check out: The Analog Advantage Don't Make This Huge Mistake with Goal Setting Don't Stop Playing the Long Game Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Ever wonder why some people seem to achieve consistent growth while others stay stuck? Spoiler alert: It's not about talent, and it's not even about setting big goals. It's commitment—the ability to show up every day, take small steps, and embrace the process. In this episode of The Visionary Voice Podcast, we're diving into Key Principle #5: Commitment—How Do You Grow.Here's the truth: Motivation can get you started, but it's commitment that keeps you moving. Without it, even the clearest goals and best intentions will eventually fall flat. So, how do you cultivate this powerful force and use it to fuel your growth? That's what we'll explore today.✨ In this episode, you'll learn:Why motivation fades and why commitment is the real game-changerHow to focus on daily improvement and enjoy the process
Today, Shannon tackles the topic of tax savings and strategies for entrepreneurs. In this episode, she challenges common perceptions and discusses why not all tax-saving tactics are worth the time and effort. Shannon explores the importance of proactive tax planning to avoid surprises, evaluates popular tax strategies like hiring your kids, and emphasizes the value of focusing on revenue growth over implementing every tax hack. Get ready for valuable insights on how to better manage your business taxes. What you'll hear in this episode: 04:27 Plan ahead to avoid surprise tax bills. 08:54 $2,800 tax-saving requires setting up payroll. 10:28 Invest time wisely; structural changes often valuable. 15:28 Assess risk tolerance; prioritize energy and time. 18:17 Optimize business structure and activities for profit. If you like this episode, check out: Is Hiring A Tax Strategist For You? Simple S Corp Salary Guide for Beginners Why You Want to Avoid Tax Extensions Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode, Shannon delves into the new Beneficial Ownership Information (BOI) reporting requirements, which are essential for nearly all small business owners in the United States. Shannon is joined by Frank Tumminello, co-founder and CEO of fileforms.com, a leading expert on navigating regulatory requirements. Together, they will break down the critical aspects of BOI reports—from the practical steps of filing and avoiding hefty fines, to the important role CPAs can play and how fileforms.com can streamline the compliance process. Listeners will gain insights on how to steer clear of penalties and focus on business growth without the burden of administrative tasks. This episode promises valuable information for both seasoned entrepreneurs and those just starting out, ensuring they stay compliant and thrive in the current regulatory landscape. Frank Tumminello comes from a decade-long background in the financial services and technology industry. Prior to FileForms, he was an investor, acquirer, and value-creation resource in several family-owned, operated financial services, insurance, and healthcare businesses throughout his private equity, corporate development, and investment banking career. Businesses can take our free quiz to determine if they are a reporting company: https://apps.fileforms.com/boi/qualification Website: www.fileforms.com LinkedIn: https://www.linkedin.com/company/fileforms/ What you'll hear in this episode: 03:38 U.S. regulating shell companies to prevent financial crimes. 08:34 Resourceful site, practitioners must spread awareness quickly. 11:20 Misunderstanding about deadlines led to unnecessary urgency. 13:36 When unsure, prioritize over disclosing substantial control. 16:46 Beneficial owners ultimately responsible for reporting compliance. 19:25 FinCEN guidance: Quick initial filing, needs maintenance. 23:14 People need confidence and support with tax submissions. 27:59 States maintain autonomy despite Corporate Transparency Act. 31:02 Filing window shortens from 90 to 30 days. 33:28 File forms simplify compliance, prevent costly penalties. If you like this episode, check out: Clearing Constraints in Your Business Exploring Alternatives to Capital Fundraising for Your Business Why Is It Hard to Find a Good Tax Pro? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Ever feel like you're doing everything right, but still not seeing the progress you want? You've got the goals, the motivation, the drive—but something just isn't clicking. Here's the truth most people overlook: it's your environment. The people you spend time with and the spaces you occupy either push you toward your goals or hold you back.In this episode of The Visionary Voice Podcast, we're diving deep into Key Principle #4: Environment—Who Helps You. Your environment shapes your behavior, mindset, and success more than you realize, and if you want to thrive, you need to surround yourself with the right people and places.✨ Here's what you'll learn:Why the people around you are key to your growth (and how to choose wisely)How to immerse yourself in environments that push you forward
Message from Gene Cunningham on October 13, 2024
Message from Gene Cunningham on October 13, 2024
Message from Gene Cunningham on October 12, 2024
Message from Gene Cunningham on October 12, 2024
Message from Gene Cunningham on October 12, 2024
Message from Gene Cunningham on October 11, 2024
Message from Gene Cunningham on October 11, 2024
Let me make a confession: I used to be the master of blaming. If something went wrong, you'd better believe I had a laundry list of reasons (and people) to point the finger at. I blamed my circumstances, other people, and sometimes, even my bad luck. But here's the truth: all that blaming? It kept me stuck.In this episode of The Visionary Voice Podcast, we're diving into Ownership—What Drives You. This is where things get real. Taking ownership means no more excuses, no more blaming. It's about taking full control of your actions, decisions, and your future. If you're tired of feeling like life is just happening to you, this episode is going to be a game-changer.✨ Here's what you'll learn:Why blaming others keeps you stuck in a victim mindsetHow to let go of limiting beliefs that hold you back from successThe powerful process of the Thought Ladder to reframe your thinkingWhy setting higher standards for yourself is the key to achieving your goalsPractical steps you can take today to stop being reactive and start being proactiveThe moment you stop waiting for someone else to fix things for you and decide to take ownership over your life, everything shifts. The power is in your hands, and that's exactly where it belongs. You have what it takes to break free from old patterns, elevate your thinking, and start creating the future you want.Ready to take your life and speaking skills to the next level? Book a 60-minute Power Session with me! In this 1:1 strategy session, we'll dive deep into your message, refine your presentation skills, and ensure you're showing up with confidence and power every time you speak.
Today Shannon is joined by special guest John Ray, author of "The Generosity Mindset." In this continuation from the previous episode, they explore the crucial concept of serving to sell. John Ray shares his strategies for articulating value, building confidence in services, and approaching clients with a heart of generosity. He provides insights on differentiating oneself in a crowded market by prioritizing client needs and fostering strong, value-based relationships. The discussion also highlights the importance of balancing generosity with appropriate pricing, and how this balance can lead to long-term success and fulfillment. Get ready to receive actionable advice from John Ray that will elevate your business approach. John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes. Go to thegenerositymindset.com to learn more about John's book and to buy it. Website: www.johnray.co What you'll hear in this episode: 04:18 Address client's actual problems, not just symptoms. 09:11 Connect clients to solutions, add value efficiently. 11:52 Value clients, discern fit, avoid long-term resentment. 14:39 Understanding client gratitude improves value exchange. 18:15 Quarterly, clients answer two specific, valuable questions. If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important? Lowering Your Price to Sell More? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Ever feel like you're spinning your wheels, chasing goals that never seem to get any closer? You're not alone. Most people set vague, uninspiring goals and wonder why they're not making progress. The truth is, without clarity, you're just shooting in the dark.In this episode of The Visionary Voice Podcast, we're diving into the second key principle of reinvention: Clarity—What You Want. Because let's face it—if you don't know exactly where you're headed, you'll never get there. I'll share why most people are stuck in a cycle of wishful thinking and show you how to finally break free by getting crystal clear on your vision.✨ In this episode, we'll cover:Why most people don't really know what they want (and how that's keeping them stuck)The game-changing power of setting specific goals with intention4 steps to gaining total clarity in your life (hint: step 4 is a must, and most people skip it)How your habits fuel your goals—and why you won't get anywhere without themThe truth is, clarity doesn't just give you direction—it's the foundation for all your future success. Without it, you'll keep wandering through life, waiting for things to magically fall into place. But here's the good news: you get to decide what you want and build the life you've been dreaming of. Ready to take it to the next level? If you want help refining your message, presentation skills, or speaking confidently, I'm offering a 60-minute Power Session. In this 1:1 strategy session, we'll work together to elevate your skills and ensure you show up as your best, most powerful self.
In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializes in helping service professionals such as consultants, attorneys, and coaches overcome their biggest challenges: pricing and business development. As the bestselling author of "The Generosity Mindset," he shares invaluable insights on identifying pricing red flags, effectively communicating value, and breaking free from the outdated model of selling time by the hour. Whether listeners are entrepreneurs running handyman businesses, marketers, or professionals looking to optimize their financial strategies, this episode is packed with practical advice on how to price services based on their true value. Join Shannon and John as they explore how to turn business goals into reality with actionable tips and expert insights. John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes. Go to thegenerositymindset.com to learn more about John's book and to buy it. Website: www.johnray.co What you'll hear in this episode: 03:28 Lacked business resources; passionate about helping others. 08:59 Start by discussing client needs, not selling. 10:14 Service-based businesses struggle with setting initial pricing. 15:14 Intangible value often boosts business owners' ego. 17:03 Judgment-free zone emphasizes clear communication and value. 21:22 Power sessions now results-based, not time-based. If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important? Lowering Your Price to Sell More? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Ever feel like you're stuck in a loop, repeating the same patterns and wondering why nothing ever changes? If you're nodding your head, you're not alone. In this episode of The Visionary Voice Podcast, we're diving into the first key principle of reinvention: Awareness—WHERE YOU ARE. This is where it all begins. Awareness is the foundation of transformation, and without it, we can't even begin to make meaningful changes.But here's the thing: most of us think we're self-aware, when in reality, we're operating on autopilot. Today, we'll explore how becoming truly aware of your thoughts, habits, and beliefs can unlock the potential for massive change.Here's what you'll learn in this episode:Why awareness is the foundation of all personal growthHow to recognize the autopilot habits holding you back4 practical steps to build self-awareness (trust me, step 4 is a doozy and trips most people up!)Why getting ruthlessly honest with yourself is the game-changer you've been waiting forSelf-awareness is more than just noticing what's going on in your life—it's about owning your reality so you can create something different. This is where transformation begins, and it's where your power lies. By the end of this episode, you'll have the tools to start peeling back the layers and confronting the truths that have been holding you back.Ready to elevate your life, message, and speaking skills? Book a 60-minute Power Session with me, where we'll refine your presentation, elevate your message, and unlock the confidence to deliver your message powerfully. Let's work together to make sure your story gets heard.You can book your session here: www.speaklikeitmatters.com/powersession. Not quite ready for one-on-one work? No worries! You can still take steps to elevate your brand and messaging on your own terms. Explore my Speaker Accelerator Program and Amplify Your Impact and Income Through Masterful Speaking. Check out the on demand program here: https://www.speaklikeitmatters.com/speaker-acceleratorLet's connect on IG at www.instagram.com/csillamuscanor on LinkedIn at https://www.linkedin.com/in/csillamuscan/
Hello, everyone. It's been a long time since I last recorded an episode, and today, I want to have a real conversation with you. Over the past four and a half years, I've released over 400 episodes, and I deeply appreciate your support and concern about the podcast's status.I've been on a spiritual sabbatical for the past year, which has been a transformative experience. My word for the year was "Emerge," and while I initially intended to come out strong, life had other plans. This sabbatical has taught me a lot about what it means to truly emerge, and I've learned to embrace a softer, more powerful version of myself.As an Enneagram 8, I'm used to being assertive and strong, but this period has shown me the strength in vulnerability. I've been doing incredible work with teams, organizations, and individuals, and I've also been focusing on my personal life, which has seen significant changes.During this time, I've observed the online entrepreneurial and coaching space, and I've seen a lot of manipulative marketing. I want to offer something different—real, impactful work that truly benefits you. Moving forward, this podcast will focus on what it means to be legendary. We'll discuss the Enneagram, interview legends, and explore what makes them extraordinary.I've been preparing for this new phase, including a rebranding effort that aligns with my true self. While I don't have a specific timeline for the new branding, I want to honor the journey that has brought me here.Thank you for your patience and support. I'm excited and a bit nervous to share this new chapter with you. If you have any topics you'd like me to cover, feel free to reach out. Let's embark on this journey together and do the damn thing. And so it is.Connect with Tracy:Tracy's Website http://tracyomalley.com/ Tracy on Instagram https://www.instagram.com/tracy_omalley/ Tracy on Facebook https://www.facebook.com/tracy.omalley Tracy on Twitter https://twitter.com/TracyOMall Tracy on LinkedIn https://www.linkedin.com/in/tracy-o-malley/Resources:Attend Tracy's Enneagram Group Workshop https://www.tracyomalley.com/workshop Access Tracy's Enneagram Blueprint https://www.tracyomalley.com/workwithmeUsing Your Stress Number to Eliminate Shame & Self-Sabotage on Lead with the Enneagram EP356 https://open.spotify.com/episode/111YMhtJjtw4sgBsN4fHs7 Book a Power Session with Tracy http://tracyomalley.com/workwithme/Learn More About Tracy's Enneagram Team Dynamics Workshop https://www.tracyomalley.com/workwithme Book a Partner Session with Tracy https://www.tracyomalley.com/workwithmeApply for 1:1 Coaching with Tracy https://www.tracyomalley.com/workwithmeEmail info@tracyomalley.com
In today's episode, Shannon sits down with Bob Wheeler, CFO, CPA, and host of "The Money Nerve," to discuss the power of your money story in personal and professional growth. They dive into how professionals can use empathy and effective communication to build trust with clients, overcome fear-based marketing, and tackle imposter syndrome. Bob shares insights from somatic therapy that helped him become more grounded and transform his financial narratives. Shannon and Bob also emphasize proactive client communication and the importance of honest self-reflection. CPA Bob Wheeler brings a unique blend of humor, emotional intelligence, and financial expertise to the world of personal finance. Author of "The Money Nerve" and host of the "Money You Should Ask" podcast, Bob explores the emotions behind money decisions, offering fresh perspectives on achieving financial freedom. As a certified 'CORE Energetics' and Radical Aliveness Practitioner, he conducts seminars worldwide, integrating holistic personal growth with practical financial advice. When not serving as CFO of The World Famous Comedy Store or scaling mountains like Kilimanjaro, Bob uses his 25 years of accounting experience and standup comedy background to deliver financial wisdom with warmth, wit, and inspiration, helping people understand and improve their relationship with money. Website: https://themoneynerve.com Instagram: https://www.instagram.com/moneyyoushouldask/ YouTube: https://www.youtube.com/c/moneyyoushouldask For a thorough review of Bob's core topics around money, visit https://themoneynerve.com/speaking/hire-bob-wheeler-to-speak/ What you'll hear in this episode: 04:37 Encouraging a positive mindset towards handling finances. 07:32 Accounting industry marketing based on fear. 12:56 Taking responsibility for client's dissatisfaction in business. 16:23 Reflect on being a better employer and service provider. 18:29 Reflect on childhood experiences to understand beliefs. 22:24 Take responsibility, make changes, be proactive. 29:08 Accounting focus shifts to basic proactive approach. 34:22 Overlooked personal struggles halted a crucial conversation. 38:44 Emphasize importance of better communication with accountants. If you like this episode, check out: Silence These Voices In Order to Succeed My 3 Most Expensive Mistakes How Can You Shake Off Business Boredom and Thrive? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
What if the stories you believe about yourself are the very things holding you back—or propelling you forward? In this kick-off episode of our 5-part series, we're diving deep into how the narratives we carry shape our lives and how to rewrite them for good. I've lived both ends of the spectrum—from believing I was destined for greatness to feeling utterly powerless. Today, I'm here to help you flip the script, unleash your potential, and design a life that excites you.✨ Here's what you'll take away from this episode:The impact of the stories you tell yourself and how they shape your realityHow to become aware of the limiting beliefs that are holding you backThe 5 key principles of reinvention: Awareness, Clarity, Ownership, Environment, and CommitmentPractical steps to re-evaluating your stories and which ones need to be changed or tossedHow to harness the power of a growth mindset to keep moving forward, even when life feels heavyWhether you're stuck in old, negative patterns or ready to elevate to the next level, you can reinvent yourself. You can rewrite your story, and you can craft a future where you feel empowered, fulfilled, and unstoppable. The power to change is within you—and it starts with flipping the script you've been living by.Are you ready to unleash your potential? Let's dive in together.
In today's chat, we dive into the world of comedy and finance with a truly unique guest, Bob Wheeler. Bob isn't your average CPA; he's also the CFO of the legendary Comedy Store and a stand-up comic. Join Shannon as she explores Bob's journey of merging his passion for comedy with his accounting career. Discover how he brings humor into financial discussions, helping entrepreneurs lighten up while making sound money decisions. From scaling mountains like Kilimanjaro to leading workshops on money and emotions, Bob's story is nothing short of inspiring. Whether you're an entrepreneur or just looking for a good laugh, this episode is packed with insights and entertainment. CPA Bob Wheeler brings a unique blend of humor, emotional intelligence, and financial expertise to the world of personal finance. Author of "The Money Nerve" and host of the "Money You Should Ask" podcast, Bob explores the emotions behind money decisions, offering fresh perspectives on achieving financial freedom. As a certified 'CORE Energetics' and Radical Aliveness Practitioner, he conducts seminars worldwide, integrating holistic personal growth with practical financial advice. When not serving as CFO of The World Famous Comedy Store or scaling mountains like Kilimanjaro, Bob uses his 25 years of accounting experience and standup comedy background to deliver financial wisdom with warmth, wit, and inspiration, helping people understand and improve their relationship with money. Website: https://themoneynerve.com Instagram: https://www.instagram.com/moneyyoushouldask/ YouTube: https://www.youtube.com/c/moneyyoushouldask For a thorough review of Bob's core topics around money, visit https://themoneynerve.com/speaking/hire-bob-wheeler-to-speak/ What you'll hear in this episode: 04:33 Early interest in law, turned to accounting. 06:26 Accountant found passion in Zumba, fitness instruction. 11:54 Humor helps navigate business challenges and expectations. 12:46 Using vulnerability and feedback for business success. If you like this episode, check out: Silence These Voices In Order to Succeed My 3 Most Expensive Mistakes How Can You Shake Off Business Boredom and Thrive? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Your reputation is working for you—or against you—every single day, whether you realize it or not. In this episode of The Visionary Voice Podcast, we're diving into why building a personal brand that's story-driven isn't just a nice-to-have—it's your secret weapon. We're talking about crafting a brand that's intentional, memorable, and above all, trustworthy. Because, let's be honest: “My reputation doesn't matter,” said no one ever!If you've ever wondered how to take control of your reputation, design your brand on purpose, and make sure people are talking about you for all the right reasons, this episode is for you. I'll break down why your story is the key to connecting with others and building a brand that stands out.Key takeaways from today's episode:Stories create emotional connections: Why facts may fade but stories stick—and how to leverage that for your brand.Memorability is built through storytelling: How sharing your unique journey can set you apart in a crowded space.Trust is earned, not bought: Why vulnerability and authenticity are the cornerstones of a powerful, trusted reputation.The stories you tell, the way you show up consistently, and the trust you build are all part of the intentional reputation you craft. You don't have to leave it to chance. Your personal brand can be designed, refined, and elevated to reflect the real you—and that's where the magic happens.Ready to elevate your personal brand and speaking skills? I have limited spots available for my 60-minute Power Session, a 1:1 strategy session to help you take your presentation, messaging, and communication skills to the next level. Visit https://www.speaklikeitmatters.com/power-session to book your session now!Let's connect on IG at www.instagram.com/csillamuscanor on LinkedIn at https://www.linkedin.com/in/csillamuscan/
In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, and avoiding manipulative tactics. Christine highlights strategies for pre-qualifying clients, managing objections, and maintaining a positive sales mindset. She also shares resources and programs to support listeners further. Tune in for actionable insights on selling with confidence and care. Over the course of the last seven transformative years, Christine has guided and coached hundreds of remarkable women, both through personalized 1-1 coaching and engaging events, and masterminds. She has invested in expertise in NLP and other sales related psychologies and applied them to help women feel more confident and authentic while selling Website: https://christinecorcoran.com.au/ Instagram: https://www.instagram.com/christinecorcoran_coach/?hl=en Freebie: https://christine-corcoran-8c76.mykajabi.com/authenticsales-scripts What you'll hear in this episode: 03:48 Invested a lot, uncertain about returns. 07:42 Identify customer needs to align product value. 10:23 Feminine approach to building instead of tearing. 14:01 Forced into a miserable relationship with regrets. 19:22 Surprising onboarding experience leads to appreciation. 22:58 Sales strategies require the right mindset. Confidence, expectation. 24:11 Overcome scarcity mindset, attract more clients confidently. If you like this episode, check out: How to Prepare to Sell Your Business The Framework for the Perfect Offer Stop Doing This to Your Customers Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Have you ever felt the pressure of a big moment approaching, wondering if you're truly ready to shine? I've been there, and in this episode, I'm sharing a personal story about a pivotal moment that taught me the power of preparation, mastering your craft, and embracing authenticity. Drawing from my years of experience as a speaker, I've learned invaluable lessons on how to get ready to make the greatest impact possible. Whether you're gearing up for a career-changing presentation, launching a new project, or simply want to show up more powerfully in your daily life, these lessons are for you.Key Takeaways:Always Be Preparing: Great opportunities can appear when you least expect them. Stay ready by consistently honing your skills, even when no one is watching. Preparation is the secret sauce that turns potential into performance.Focus on Mastery, Not Just Audience Size: While building an audience is important, your primary focus should be on mastering your skills. Become so good that you can't be ignored, and the right audience will follow naturally.Practice It Until You Become It: Instead of faking it till you make it, practice until you embody the qualities and confidence you want to project. Authenticity is far more powerful than perfection.Separate Your Worth from What You Do: Your value isn't tied to a single role or talent. Embrace every season of your life, using your unique gifts to serve others in different ways.Every challenge, every opportunity, and every quiet moment of preparation is shaping you into the leader you are meant to be. The journey might not always be smooth, but it's through these experiences that we find our strength, refine our skills, and rise to meet our greatest potential. Remember, you don't need a spotlight to prepare for your biggest moments—you just need a commitment to growth, practice, and showing up as your authentic self.Ready to take your presentation, message, and speaking skills to the next level? Book a 60-minute Power Session with me at https://www.speaklikeitmatters.com/power-session. Let's elevate your confidence and communication so you can shine when it matters most!Let's connect on IG at www.instagram.com/csillamuscanor on LinkedIn at https://www.linkedin.com/in/csillamuscan/
Today, we're joined by Christine Corcoran, a high-ticket sales strategist and business mindset coach. Christine combines her expertise in neuro-linguistic programming (NLP) and sales psychology to help women sell confidently and authentically. In this episode, we dive into transforming the often daunting sales process into an inviting experience. Christine shares her journey from corporate sales to empowering business owners, emphasizing the importance of mindset and the feminine approach to selling. If you've ever struggled with sales or want to refine your approach, this episode is packed with actionable insights and uplifting inspiration. Over the course of the last seven transformative years, Christine has guided and coached hundreds of remarkable women, both through personalized 1-1 coaching and engaging events, and masterminds. She has invested in expertise in NLP and other sales related psychologies and applied them to help women feel more confident and authentic while selling Website: https://christinecorcoran.com.au/ Instagram: https://www.instagram.com/christinecorcoran_coach/?hl=en Freebie: https://christine-corcoran-8c76.mykajabi.com/authenticsales-scripts What you'll hear in this episode: 06:08 Selling with empathy and asking great questions. 07:57 Evaluate clients' behaviors, offer proposal, secure deal. 12:45 Understanding neurolinguistic programming for effective communication and respect. If you like this episode, check out: How to Prepare to Sell Your Business The Framework for the Perfect Offer Stop Doing This to Your Customers Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode, Shannon reflects on the importance of maintaining an abundance mindset as an entrepreneur, even during financial struggles. She shares insights from a recent experience in a business networking group and provides tips on how to attract ideal clients by focusing on providing value rather than showcasing desperation. Shannon emphasizes the significance of showing up as an expert and communicating the right message to cultivate trust and attract the right customers. What you'll hear in this episode: 04:31 Avoid hiring desperate individuals to maintain integrity. 09:55 Diagnose, commit, find solutions for lack of cash. 10:57 Be flexible in attracting the right customers. If you like this episode, check out: Silence These Voices In Order to Succeed My 3 Most Expensive Mistakes How Can You Shake Off Business Boredom and Thrive? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode, Shannon makes a compelling case for why accounting is an excellent field of study that provides immense career flexibility and earning potential. While many students pursue majors based on their current passions, Shannon argues it's wiser to choose a versatile field like accounting that will provide more career options as interests and technology inevitably change over time. Accounting is not just about math, but learning the rules and language of business - knowledge that can be applied to almost any industry. An accounting degree opens doors to become an entrepreneur, consultant, financial advisor and so much more. Shannon shares how her own accounting background empowered her to eventually run her own business while living abroad. What you'll hear in this episode: 03:32 Explore diverse interests to secure comfortable future. 08:56 Learn business rules, graduate, versatile career options. 10:49 Choosing the right path can be impactful. If you like this episode, check out: How You Know You Need a CFO 4 Brutally Honest Facts About Why Your Business Is Losing Money Should You Try to Scale Everything? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, we dive deep into the financial intricacies of running a nonprofit with our expert guest, Stephanie Skryzowski. As a CPA and fractional CFO specializing in the nonprofit sector, Stephanie brings a wealth of knowledge about the unique challenges and opportunities that nonprofits face. From debunking common myths about nonprofit finances to providing actionable advice on managing cash flow, fundraising, and compliance, Stephanie sheds light on the vitally important but often misunderstood financial side of nonprofit management. Whether you're an entrepreneur considering starting a nonprofit or a seasoned nonprofit leader seeking ways to optimize your financial strategy, this episode is packed with insights to help you grow your impact and your bottom line. Join us as we uncover the essential financial practices that can take your nonprofit to the next level. Stephanie Skryzowski is a visionary Chief Financial Officer who helps nonprofit leaders better understand and use their numbers to make smart decisions to grow their bottom line and their impact. She is the Founder and CEO of 100 Degrees Consulting which provides financial strategy and bookkeeping services to nonprofits around the globe. LinkedIn: https://www.linkedin.com/in/stephanieskryzowski/ Instagram: https://www.instagram.com/stephanie.skry Business Instagram: https://www.instagram.com/100degreesconsulting/ Website: https://100degreesconsulting.com/ Stephanie's forecasting template: https://100degreesconsulting.com/cash List of the best tools for nonprofits: https://100degreesconsulting.com/tools What you'll hear in this episode: 05:15 Transitioned from law to nonprofit accounting career. 07:40 Embracing change, seeing opportunities beyond comfort. 10:53 Excited to learn and debunk nonprofit myths. 14:34 Nonprofit funding often comes with restrictions. 16:33 Cash flow affects talent, mission, and survival. 20:41 Discrepancy in cash and accrual accounting explained. If you like this episode, check out: Takeaways from Steps for Success with Junior Achievement What's the Best Way to Pour Money Into Your Business? Introducing Money to Kids: Where Do You Start? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Today we're diving into a critical question that every entrepreneur needs to consider: Are you overspending on networking? While networking groups can be fantastic for business growth and connections, there's a fine line where the cost may outweigh the benefits. In this episode, we break down how to evaluate whether a networking group is worth your time and investment. We'll explore how to identify the right communities, the importance of adding consistent value, and the power of being in aspirational environments. Plus, I'll share practical tips on measuring success within these networks. So if you're ready to optimize your networking strategy and get the best bang for your buck, this episode is for you. What you'll hear in this eisode: 04:57 Building a valuable, expansive network for success. 06:28 Powerful sessions: Clarifying, revealing, and personalized experiences. If you like this episode, check out: When to Invest in Premium Products and Services Do I Sell More or Spend Less? How Do I Avoid Payment Processing Fees? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Success is more impacted by who you are being rather than what you are doing or saying.The question isn't necessarily, what do I need to say in order to be more successful, although that matters too, but the question we also should be asking of ourselves on the regular: " Who do i need to be or become? What does a successful speaker, communicator, look like? What types of behavior, mindset, values and habits does a person like that display and embrace on a regular basis?"In today's episode we talk about the top 10 characteristics of highly successful speakers and how it goes beyond just what they say and how they say it.Ready to become a highly successful and impactful speaker and communicator? I'm here to help. Book your Power Session with me and let's get your message heard. Loud and clear!Book your session here: https://www.speaklikeitmatters.com/power-sessionLet's connect on IG at www.instagram.com/csillamuscanor on LinkedIn at https://www.linkedin.com/in/csillamuscan/
In today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything from social media strategies to DM automation, providing actionable tips to refine your content and convert high-ticket clients. If you're ready to enhance your marketing game and drive meaningful results, this episode is a must-listen. Tune in and transform your approach to business communication now! Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at the age of 20. She is the co-founder of AutomateMe, a digital marketing agency that offers done-for-you marketing services, consulting, and coaching programs. Her mission is to make it easier for businesses to attract clients online. Instagram: https://www.instagram.com/meghanclor/ Facebook: https://www.facebook.com/meghan.e.clor Website: https://meghanclor.com/ + https://automate.me/ What you'll hear in this episode: 05:25 Realizing need to repeat and repost content. 06:41 Effective content should inform and prompt action. 10:08 Avoid frequent offer pivots, focus on packaging. 14:06 Discovering and refining personal brand through feedback. If you like this episode, check out: This Could Be the Most Expensive Sales Mistake You Make Stop Doing This to Your Customers How to Keep High Margins as a Franchisee Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on automation. Feeling the social media pressure? Tune in for essential tips to transform your social media efforts into growth opportunities. Plus, don't miss out on Shannon's personalized power sessions. Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at the age of 20. She is the co-founder of AutomateMe, a digital marketing agency that offers done-for-you marketing services, consulting, and coaching programs. Her mission is to make it easier for businesses to attract clients online. Instagram: https://www.instagram.com/meghanclor/ Facebook: https://www.facebook.com/meghan.e.clor Website: https://meghanclor.com/ + https://automate.me/ What you'll hear in this episode: 04:16 Focus message first, then aim for visibility. 09:18 Identify marketing angles, attract ideal clients. 10:36 Instagram for personality, brand presence, and networking. 13:26 Recommend winning content, use evergreen strategy. 18:13 Engaging q and a experience with Layla. 20:35 Focus on connecting, not overthinking social media. 24:27 Focusing on audience builds strong brand relationships. 27:08 DM automation can save time, but interaction first. 32:28 Customized power sessions for business growth. If you like this episode, check out: This Could Be the Most Expensive Sales Mistake You Make Stop Doing This to Your Customers How to Keep High Margins as a Franchisee Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Today's conversation delves into a pivotal topic that many entrepreneurs face—misalignment between their sales offers and their target audience. I'll explore why your sales pipeline might be drying up, the consequences of offering high-ticket items to a mismatched audience, and the importance of ongoing market research. Plus, I'll share insights on how to align your products or services with your customers' needs, whether that means expanding your reach or adjusting your offerings. Tune in to discover how to bridge these gaps and enhance your sales strategy. What you'll hear in this episode: 03:25 Align your offerings with your audience's desires. If you like this episode, check out: How to Integrate Business Development Into Habits Investing in Businesses - What You Need to Know Blue Oceans are All Around Us Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Today, we're diving into a critical topic for entrepreneurs—creating a business partnership. While partnerships can be incredibly rewarding, they come with their own unique set of challenges and responsibilities that can make or break your business. In this episode, we'll explore what a partnership truly entails, from the tax implications to the importance of aligning ownership with effort. I'll share insights on guaranteed payments, equitable profit distribution, and the potential pitfalls that can turn a promising partnership into a financial and emotional strain. What you'll hear in this episode: 03:16 Challenges in determining fair and equitable payments. 08:01 Consider contracting service providers to manage operations. 12:11 Managing finances and responsibilities requires clear boundaries. 14:05 Roommates living separately, business entities, joint ventures. 17:47 Roommates trade chores and form magical partnerships. If you like this episode, check out: Why You May Not Want to Start a New Business CFO Q&A - Naming Your Business What Actually Happens If I Commingle Business and Personal Finances? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, we dive deep into various cash management strategies to help your business grow its wealth. Whether you're curious about different types of bank accounts or wondering how to make your money work harder for you, this episode will offer insights into leveraging your cash, from checking and savings accounts to high-yield savings and brokerage accounts. Stick around for actionable advice on keeping your finances in top shape and optimizing your business's cash flow. What you'll hear in this episode: 04:22 Understanding liquidity: how fast assets can convert. 08:10 Business owners can choose where to invest. If you like this episode, check out: What Makes Finding a Reliable Tax Professional So Challenging? CFO Q&A: Should You Pay Off Loans with Extra Cash? Best Practices to Collect Cash from Customers Faster Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Today's episode features Shannon on The Ultra Life Podcast, hosted by Samantha Nivens. Shannon shares her transformative journey from corporate America to entrepreneurial success, starting with her surprising introduction to accounting, pivoted by a bet with her father. Discover how pivotal moments, including personal challenges and a significant bereavement leave, influenced her career path and led her to embrace her true calling in simplifying finances for entrepreneurs. What you'll hear in this episode: 04:10 Became accountant after losing a bet with dad. 09:43 Emphasizing importance of addressing personal challenges quickly. 12:54 Embracing metrics, finding meaning in progress. 15:11 Dad stopped giving money, worked at McDonald's. 21:24 Navigating midlife changes, self-discovery, and societal expectations. 29:06 Encouraging individual freedom and self-permission. 30:29 Earn choices with his guiding directions reluctantly. 35:17 Permission and support are powerful for growth. 39:33 Accountants mostly interacted with people in their field. 45:04 Entrepreneurship should be about enjoying the journey. 46:37 Life and business challenges while being mom. 49:37 Emphasizing real-life balance while building successful business. 53:37 Focus on customer desires, not personal preferences. If you like this episode, check out: Who Do I Ask? Compensation Plans - Commission or Flat Rate? Is Hiring Your Family the Right Thing to Do? Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
Have you ever felt like your potential was hidden beneath layers and layers of doubt and limiting beliefs? Imagine a life where every word you speak and every move you make is driven by an unwavering belief in your own value.
In today's episode, we dissect the critical decision every entrepreneur faces: should you increase sales or decrease spending to boost profits? Shannon shares key strategies for focusing on one goal at a time, the importance of operational efficiency, and why cutting costs isn't always the answer. Discover how to streamline your business for profitability and for an opportunity to deeply analyze your finances. Stay tuned to learn more about ensuring your business's financial fitness. What you'll hear in this episode: 06:56 Optimize sales, plug leaks, focus on drivers. 09:17 Cost cutting, revenue generation, focus, profitability improvement. If you like this episode, check out: Is Productivity the Same as Profitability? Building a Business with Exit Strategy in Mind The Best Places to Look to Find Cost Savings Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, we're peeling back the layers of business growth to reveal the personal transformation at its core. Fresh off her viral TikTok success, Kat Norton, joins us again to dive into the nitty-gritty of the spiritual and mental shifts that propelled her seven-figure empire forward—far beyond her remarkable Excel tutorials. From tackling imposter syndrome to embracing practices like Kundalini yoga, Kat opens up about her remarkable inner journey. And guess what? There's nothing woo-woo about it; it's backed by science and serious results. So, grab your earbuds, find your focus, and let's explore how changing yourself can change the game for your business Since launching Miss Excel in June of 2020, Kat Norton has grown a 7-figure course sales business and a community of over 2 million people across her social media platforms through viral Excel trick videos infused with creativity, music and dance. Her trainings are known to make Excel fun and have been featured in Forbes, Business Insider, Entrepreneur Magazine, CNBC and 50+ global news outlets. Website: www.miss-excel.comInstagram: https://www.instagram.com/miss.excel/ TikTok: https://www.tiktok.com/@miss.excel What you'll hear in this episode: 06:23 Book offers scientific explanation for law of attraction. 07:59 Finding resonance in kundalini yoga's practice. 11:15 Integrating spiritual practices into business for protection. 15:16 Clear limiting beliefs to reach your potential. 19:01 Act when you know, introspect when unsure. 21:56 Consistently provide free content to showcase expertise. If you like this episode, check out: Investing in Businesses - What You Need to Know Blue Oceans are All Around Us Pricing Blunders That Could Cost You Thousands Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
On today's episode, Shannon tackles why your name might not be the best choice for your company's identity. She'll share insights on the potential risks and long-term considerations of business naming—from privacy concerns to future growth and sellability. If you're in the throes of naming your venture or rethinking your existing business name, Shannon has the actionable advice you need. Join us for a mix of practical tips and expert knowledge, all served up in our signature judgment-free style. What you'll hear in this episode: 06:13 Avoid risks by not naming business after yourself. 07:10 Unique business names are like Taylor Swift's Easter eggs, personal and flexible. 12:25 Limited spots available for transformative business sessions. If you like this episode, check out: Do You Really Need a Business Plan? 3 Reasons to Separate Your Business Money from Personal CFO Q&A - Tax Estimates Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In today's episode, we're diving into a topic that may make you a tad uncomfortable but hold the key to your business's financial health – separating your business and personal finances. Despite warnings you've heard, I know it's tempting to treat your business account as an emergency wallet. Yet today, I'll unpack why blending cash from both worlds can do more harm than good – from muddled tax reporting to the dreaded scenario of an audit search party knocking on every account you own. By the end of this episode, we'll have outlined a simple habit shift that could shield you against massive headaches or legal duels down the line. Plus, we'll explore how a little one-on-one time with a fractional CFO can elevate your business beyond those revenue ceilings you're knocking your head against. What you'll hear in this episode: 06:13 Benefits of separating personal and business funds, LLC protection. 09:38 Be aware of commingling business and personal expenses. If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 3 Reasons to Separate Your Business Money from Personal Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.