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What you'll learn in this episode: ● Why your daily habits determine your long-term sales success ● The compound effect of small decisions in business and life ● How personal responsibility impacts your income and relationships ● The leadership lesson every parent and salesperson should understand ● A simple four-part daily formula for building a meaningful life ● How to break negative cycles before they define your future To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
About the Guest – Debbi DiMaggio Debbi DiMaggio is a Realtor® with The DiMaggio Betta Group at Corcoran Icon Properties, serving both the Bay Area and Beverly Hills. For over 35 years, Debbi has worked alongside her husband and business partner, Adam Betta, helping clients navigate life's biggest transitions — from upsizing and downsizing to relocation and starting fresh. Her approach is rooted in collaboration and compassion, two values that have defined her career and her life's work. Debbi is a proud member of the National Association of Divorce Professionals (NADP) and holds the Senior Real Estate Specialist (SRES) designation, offering clients both expertise and empathy during sensitive life changes. She believes real estate is never just about the transaction — it's about people, stories, and the journey of transformation. A lifelong learner, Debbi consistently attends industry events, takes advanced courses, and participates in webinars to stay ahead of market trends and elevate the service she provides. She is also the host of the inspiring podcast Mastering the Art of Success, where she interviews entrepreneurs, thought leaders, and creatives who share insights on living with passion, purpose, and positivity. Through her work, Debbi continues to inspire others to dream big, take action, and embrace change with grace. Connect with Debbi: Instagram: https://www.instagram.com/debbidimaggio/?hl=en YouTube: https://www.youtube.com/playlist?list=PLhL7l7e6Koz18x0CGA6qHtlDxz0EwXgGh Facebook: https://www.facebook.com/debbi.dimaggio/ Website: https://debbidimaggio.com/ ________________ What you'll learn in this episode: ● Why loving what you do is the foundation of long-term sales success ● How to build real relationships in a world of texting and automation ● Why uncertain markets create opportunity for strategic buyers ● The “Mindset in Motion” framework: Goal → Believe → Internalize → Share → Activate ● How to protect your goals from negativity and surround yourself with support ● Why activation — not just intention — separates dreamers from achievers ● How discipline and belief can help you accomplish goals you once thought impossible To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
What you'll learn in this episode:● How to set clear expectations and define rules of engagement● Why great leaders hire for their weaknesses● The art of listening when others disagree● How to respond instead of react when challenges arise● How to remove bottlenecks and empower team decisions● Why collaboration beats being “right” every time
Most productive agents still struggle with income predictability — and it's not because they aren't working hard enough. In this episode, we explain why predictable income isn't created by closing more deals. It's created by structure, consistent prospecting, and listing inventory that creates business stability. You'll learn why many agents feel stressed even when production is strong, how pipeline visibility removes income anxiety, and why top agents focus on controllable inputs instead of unpredictable outcomes. When activity flow becomes consistent, income follows. Predictable income isn't luck — it's business design.
What you'll learn in this episode:How to identify your top three priorities before you start hiringThe right order of leverage—and why hiring too soon can kill your growthWhy belief and consistent lead generation come before building an organizationHow to retain top talent through growth and developmentThe importance of building a “bench” of leaders who can step in when neededWhat it takes to remove yourself from your business (the right way)
When you run a service-based business, especially one that is seasonal, managing your cashflow can be a struggle. In today's episode, we're exploring the importance of financial stability, how to diversify your revenue, and creating accountability in your business.In This Episode You'll:Explore revenue diversification.Learn about potential revenue streams.Hear common obstacles you may face.Find it quickly:01:36 - Challenges of a Seasonal Photography Business02:20 - Financial Stability and Diversification02:46 - Personal Experience05:41 - Leveraging Your Brand for Additional Revenue06:45 - Diversifying Without Abandoning Core Services07:20 - Common Obstacles to Creating New Revenue Streams07:44 - Overcoming Stagnation in Your Business08:18 - Acknowledging the Challenges of Diversification09:49 - Building Accountability for Success10:38 - Resources for DiversificationMentioned in this Episode:Episode 75: Affiliate Marketing for Content CreatorsEpisode 74: Growing Beyond Services: Diversifying Revenue Streamsjoymichelle.co/coachingMore ways to connect:JOY MICHELLE INSTAGRAMWORK WITH JOY AS YOUR COACHJOY MICHELLE CO. WEBSITERead the full show notes from today's episode HERE.If you're enjoying the content we're creating on the podcast and want to connect with others who are called to both, make sure you come join us in the PhotoBoss® with Joy Michelle Facebook Group! Join Now >>
Wealth preservation at the $1M to $10M level isn't about finding the next unicorn; it's about structural discipline. In this solo episode, Sam Silverman dismantles the "Portfolio Paradox", the stress of having high net worth but low liquidity, and reveals his comprehensive framework for deploying $1 million effectively.We move beyond the accumulation mindset to the architecture of allocation, breaking down the specific "jobs" every dollar must play, from providing sleep-at-night liquidity to capturing asymmetric upside.In this episode, we cover:The Portfolio Paradox: Why portfolios that look good on paper often cause massive stress due to illiquidity traps and analysis paralysis.The 5-Point Filter: The rigorous stress test every deal must pass, balancing Yield, Appreciation, Liquidity, Tax Efficiency, and Impact.The 4-Bucket Blueprint: A detailed breakdown of the target allocation: 15% Liquidity, 30% Predictable Income, 40% Long-Term Growth, and 10% Asymmetric Bets.Earning Illiquidity: Why you must "earn" the right to lock up capital in private equity by first establishing a foundation of liquid cash and income.Asymmetric Sizing: The "Zero" Rule for high-risk ventures; how to size bets so that a total loss changes nothing, but a win changes everything.Links & Resources:Newsletter: Join the Mechanics of Money weekly deep dive: https://www.mechanicsofmoney.coInvest: Invest with Silverman Capital: https://silvermancapital.coAbout the Host: Sam Silverman is the Founder of Silverman Capital, a private equity and real estate investment firm. Mechanics of Money is the audio playbook for high-net-worth individuals moving from "High Earner" to "Sophisticated Allocator."
What you'll learn in this episode:● How to turn one client into multiple transactions● Why genuine connection is the most powerful marketing strategy● The mindset shift that builds lifetime loyalty● How to create low-cost, high-impact touchpoints● Why contribution and consistency guarantee referrals To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
Networking isn't about collecting business cards—it's about building relationships that last. In this episode, Dan Rochon reveals the mindset shift that turns networking into a predictable source of clients. You'll learn how to identify the right people to connect with, the single most important question to ask in every meeting, and how helping others first creates a pipeline of referrals that pays off for years. If you're tired of walking away from networking events with no results, this episode will change how you approach them forever.What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
What you'll learn in this episode:● How to balance confidence with humility to build trust and influence● Why behavior — not strengths or weaknesses — defines your effectiveness● The 5-person leadership model inspired by military structure● How to use pre-decision compasses to respond, not react● Why emotional connection is more powerful than logic in leadership● How to lead yourself first to lead others better
What you'll learn in this episode:Why nearly every relationship begins transactionally—even your best clientsThe hidden danger of relying only on referrals during market shiftsHow the 8x8 and 33-touch systems turn cold leads into lifelong clientsA simple value-exchange script contractors say “yes” toWhy video messages inside text dramatically increase response ratesHow committing to one daily tactical action makes success inevitable To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
Are you tired of feeling like every month you're starting from zero in your business? In this episode of Female emPOWERED, host Christa Gurka breaks down one of the most important lessons she learned while preparing to sell her multi-seven-figure studio: not all revenue is created equal.Christa walks you through her Revenue Ladder — a framework that helps you understand where your income is really coming from and how stable it is. You'll learn the five types of revenue that exist inside boutique fitness and wellness businesses, how to move up the ladder toward more predictable, recurring income, and why recurring revenue is the foundation of a business that's sellable, scalable, and sustainable.Whether you own a Pilates studio, yoga space, or private pay PT clinic, this episode will help you move out of the feast-and-famine cycle and start creating peace-of-mind profits every month.
What you'll learn on this episode:● Why listings are the key to success in today's market● The CPI (Consistent and Predictable Income) framework and how it works● The difference between strategies and tactics—and why you need both● How to adapt with confidence and consistently secure listings● Dan's personal story of adversity, growth, and building a successful real estate career● Why helping others and leading with values creates long-term success To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
What you'll learn in this episode: ● Why most agents waste time showing homes to buyers who never purchase—and how to prevent it● How to get hired before ever showing a home by treating the consultation like a listing appointment● The crucial role of video calls in setting expectations and gaining commitment● How to leverage lender partnerships to create certainty, trust, and stronger offers● How buyer psychology can help eliminate objections before they arise● Why focusing on consistent activity—not unpredictable outcomes—drives long-term success To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
What you'll learn in this episode:● Why marketing takes 90–180 days to gain mindshare● How to plan for consistent lead generation without burning out● The key difference between salespeople and business owners● Why long-term success requires both time and money● How to build a sustainable business in 3–5 years● The mindset shift that turns short-term hustle into predictable wealth
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
What you'll learn in this episode:Why prospecting is the lifeline of predictable incomeHow to use cold outreach effectively (without breaking compliance rules)The overlooked power of referrals and testimonialsHow local events and sponsorships expand visibilityWhy reviews and customer feedback are powerful sales toolsHow to create strategic alliances that consistently feed new clientsWhy committing to prospecting is the only way to avoid broke months To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
What you'll learn in this episode:Why leadership requires a different skill set than salesThe hidden costs of a bad hire (and how to avoid them)How to attract top talent with vision, not perksThe “Leads and People” formula Gary Keller taught for business growthWhy building your team should be as strategic as client acquisitionHow to create a culture where high performers thrive
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
What you'll learn in this episode:● The “commit or quit” mindset shift that defines high-performing leaders● How to attract and retain top talent who align with your vision● Why teaching and sharing knowledge makes you irresistible to top recruits● The 50/50 rule for hiring success and how to avoid costly misfits● The two activities every business owner must prioritize to scale — daily lead generation and weekly recruiting● How to create a business culture that draws ambitious, growth-minded people
What you'll learn in this episode:● How to balance confidence with humility to build trust and influence● Why behavior — not strengths or weaknesses — defines your effectiveness● The 5-person leadership model inspired by military structure● How to use pre-decision compasses to respond, not react● Why emotional connection is more powerful than logic in leadership● How to lead yourself first to lead others better
What you'll learn in this episode: ● How to turn one client into multiple transactions● Why genuine connection is the most powerful marketing strategy● The mindset shift that builds lifetime loyalty● How to create low-cost, high-impact touchpoints● Why contribution and consistency guarantee referrals
What you'll learn in this episode:● The difference between internal and external pain—and why internal pain drives decisions● How to proactively guide clients before emotional triggers take over● Why “teaching to sell” creates predictable trust and long-term success● How to frame financial fears in a way that builds confidence● The key questions to ask that prevent last-minute deal collapse
What you'll learn in this episode:● How to set clear expectations and define rules of engagement● Why great leaders hire for their weaknesses● The art of listening when others disagree● How to respond instead of react when challenges arise● How to remove bottlenecks and empower team decisions● Why collaboration beats being “right” every time
What you'll learn in this episode:● The 11 types of social media posts that attract clients● How to build “parasocial relationships” that create instant trust● Why your followers don't care how you look — only what you share● Simple ways to turn community posts into powerful lead magnets● The #1 daily habit that determines your success in real estate
What you'll learn in this episode:● How to use Teach to Sell to build trust before the sale● Why setting expectations prevents buyer's remorse● The importance of honesty and transparency in consulting● How to turn predictable problems into opportunities● Why authenticity and confidence help you get hired more often
What you'll learn in this episode:● How to measure whether your results come from skill or from the market● Why gratitude and mindset are the foundation of consistency● How to schedule skill-building and reflection into your daily routine● Why reviewing your sales calls matters more than ever● The power of adaptability in a shifting real estate market
What you'll learn in this episode:● Why the Philippines is a top source for skilled and reliable virtual assistants● How to organize and manage your VA team effectively● Tasks your virtual assistants can handle to free up your time● The cultural and mindset advantages of hiring globally● How to start small and build a scalable VA system for your business
Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!
What you'll learn in this episode:Why gratitude and negativity can't exist in the same spaceThe “cookie” analogy that will permanently shift your mindsetHow focusing on progress builds confidence and consistencyThe foundation of real sales success: belief, gratitude, and lead generationHow to reframe failure and find wins in every situationWhy the right mindset is the first step to building predictable income
What you'll learn in this episode:How to identify your top three priorities before you start hiringThe right order of leverage—and why hiring too soon can kill your growthWhy belief and consistent lead generation come before building an organizationHow to retain top talent through growth and developmentThe importance of building a “bench” of leaders who can step in when neededWhat it takes to remove yourself from your business (the right way)
In this interview, Sasha reveals:How to transition from self-employed agent to business ownerWhy systems and leverage are key to scaling without losing your sanityThe mindset shift that separates high achievers from average performersHow to attract and retain the right agents for your cultureWhy “just 10 conversations a day” can change everything If you're ready to lead with purpose, scale with clarity, and design a real estate career that supports your life (not consumes it), this episode is for you.
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business growsWatch the Video Tutorial Here: https://youtu.be/c_7lP7npqrU
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
What you'll learn in this episode:Why prospecting is the lifeline of predictable incomeHow to use cold outreach effectively (without breaking compliance rules)The overlooked power of referrals and testimonialsHow local events and sponsorships expand visibilityWhy reviews and customer feedback are powerful sales toolsHow to create strategic alliances that consistently feed new clientsWhy committing to prospecting is the only way to avoid broke months
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
Marquett Burton is building a Training Center to be catalyst for global revolution. Support via Venmo: @MarquettDavonSupport: https://donate.stripe.com/4gM9ATgXFcR...Become a member: https://thesasn.com/membership-accoun...Support with Bitcoin: BTC Deposit address: 3NtpN3eGwcmAgq1AYJsp7aV7QzQDeE9uwdMy Book: https://www.amazon.com/Black-Box-Marq...https://www.gofundme.com/f/support-ma...Book Consultation: https://cozycal.com/sasn
Don't miss out! Sign up here:https://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=truehttps://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=truehttps://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=trueShadow Hour Updates to get the latest updates and reminders for our Shadow Hour sessions. Stay informed, stay ahead! If you're ready to lead a team where accountability feels empowering, coaching fuels growth, and high standards drive results, this is your next step.Teach to Sell gives you the exact tools to lead with influence, guide clients and teams with clarity, and build a sales business that consistently produces No Broke Months. Whether you're scaling a team or refining your leadership skills, this book will show you how to create trust, alignment, and success through transformational leadership.Preorder Teach to Sell today and start mastering the leadership skills that move people—and results—forward.https://www.nobrokemonths.com/teach-to-sell-preorderWhat you'll learn in this episodeHow to identify your superpower and connect it to the right business activityWhy blind optimism leads to burnout—and how to avoid itThe order of focus: Superpower → Way → AvatarDan's simple “past client folder” system that drives three conversations a dayWhy celebrating the work matters more than celebrating the closingHow to use feed, touch, maintain to keep your database producingWhy shifting markets create opportunities for those who stay consistentHow to avoid complacency and keep new business flowing To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
Ready to get off the market roller coaster? This episode explores how “boring” income strategies—like Social Security timing and fixed indexed annuities—can bring steady cash flow in retirement. Brandon Bowen shares real-life stories, debunks annuity myths, and explains why predictable income is the key to enjoying life, traveling, and reducing stress. Discover how an income inspection can help you avoid regrets and build lasting financial security. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Probate real estate is one of the biggest untapped opportunities in 2025. Learn how probate real estate specialists are dominating this niche and turning inherited property leads into a profitable source. In this group coaching call, certified probate real estate experts break down:→ How to position yourself as the go-to probate agent or investor in your market→ What most professionals overlook when dealing with inherited homes→ Proven strategies to win trust with families going through probate→ Guide to becoming a certified probate real estate expert in 20252:08 The type of service that builds a predictable business , and making a system behind it centered in building relationship with families through needed services 12:46 -Giving value to attorneys to develop great relationships by helping them get business-Business Development (marketing, lead gen) a skillset we must develop aside from the point of attack which most realtors and investors are already experts at -Don't limit your solution to your Capitalize on other solutions in the beginning to offer a lot more value to different kinds of people / families -Wording on presenting different kind of solutions or paths to clients -Properties that needs a lot of work 42:30 About Pre probate leads. When is the best time to contact them ? 1:01:57 Is the certificate of transfer without probate enough or do I also need to file the small estate affidavit ??If you're ready to stand out in your market, attract referrals, and scale your probate business,
If you're holding idle cash or searching for a way to replace a paycheck in retirement, this is your wake-up call. In this episode of Fundamentals of Investing, Left Brain Wealth Management's Director of Research, Brian Dress, and CEO/CIO Noland Langford explore the often-overlooked power of income securities— investments that deliver steady, dependable cash flow without the stress of stock market swings.
Closings one month, crickets the next?If your income feels unpredictable—and you're constantly guessing what to focus on—you're not alone. Most real estate agents were never taught how to create a consistent pipeline. But the good news? There's a fix—and it starts with knowing your numbers.In this episode, I'm breaking down how to reverse-engineer a $100K income goal into daily action.You'll learn:How to calculate how many homes you need to closeThe exact formula for figuring out how many appointments and conversations you need each dayA simple system to create consistency, clarity, and predictability in your business
Liz Wilcox shares why every video professional needs an email list (even if they're just starting out) and provides practical, easy-to-implement strategies for using email marketing to create more predictable income without feeling salesy or spending hours crafting the perfect message. Key Takeaways Your email list is your "potential client list" - people don't buy when you sell, they buy when they're ready, and email keeps you top of mind until that moment Start with a simple lead magnet (like "5 Red Flags When Hiring a Videographer") that solves a specific problem for your ideal clients Be your authentic self in emails - even corporate clients appreciate working with real humans who show personality rather than stuffy, formal messaging Ask questions and get feedback from your email subscribers to help craft services and packages they actually want instead of guessing what might sell About Liz Wilcox The Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She's best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach. In This Episode [00:00] Welcome to the show! [04:22] Meet Liz Wilcox [06:11] Email Marketing Strategy [15:40] Softwares for Email Marketing [18:57] Effective Spots for Lead Magnets [33:33] Owning Your Personality [39:40] Know What Your Clients Want [47:10] Connect with Liz [51:47] Outro Quotes "People do not buy when you sell something. They buy when they're ready... So as far as starting your email list, it can be as simple as telling those clients, 'Hey, I'm gonna put you on this email list, I'm gonna email you.'" - Liz Wilcox "We're all H to H, human to human... If you think you can't be yourself because your client is too uppity or whatever, I say it with love, maybe reconsider. You can be yourself." - Liz Wilcox "Marketing is not saying 100 different things, it's saying one thing 100 different times. It's not braggy to say, 'Oh my gosh, my last client loved his video, here's a snippet.' That's not bragging, that's letting people know so that they can get something they love too." - Liz Wilcox "What would this look like if it was easy? And sometimes I'm like, well, Liz, it's just not easy. So I got a backup question. What would this look like if it was fun?" - Liz Wilcox Guest Links Find Liz Wilcox online Follow Liz Wilcox on Instagram | Facebook Get the Mega Email Swipe File Links Learn more about the Video Blueprint Starter Kit Join the Grow Your Video Business Facebook Group Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes
Noah Rosenfarb is a third-generation CPA and the Founder of Wealthrive, which empowers high-achieving entrepreneurs to leverage tax strategies and generational wealth. He has sold eight companies and completed over 50 real estate investments valued at almost $1 billion. Noah is also an author, podcast host, and thought leader in exit planning. In this episode… For entrepreneurs approaching a business exit or seeking lifestyle freedom, the stakes are high and the path can be uncertain. Many struggle with designing a fulfilling post-exit life, navigating complex tax strategies, and making confident, values-aligned decisions. So, how can business owners exit on their terms, reduce financial friction, and build a life they don't need a vacation from? Noah Rosenfarb, a seasoned CPA, investor, and exit strategist, shares a powerful framework for turning these challenges into opportunities. Drawing from his Lotto Method, he encourages entrepreneurs to envision life as if they'd already won the lottery, then take deliberate steps to live that reality. Noah outlines how to structure tax-efficient investments, use retirement plans creatively, and prepare for a meaningful transition before selling a business. His insights stress clarity, courage, and purpose as critical tools for lasting success. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Noah Rosenfarb, Founder of Wealthrive, about living intentionally before and after selling a business. Noah explains how the Lotto Method shapes life decisions and financial planning. He also discusses innovative tax strategies, the value of real estate investing, and how to travel the world while homeschooling.
Are you leading… or just managing? In this powerful episode of the No Broke Months Podcast, Dan Rochon breaks down the real difference between managing tasks and leading people to their best. You'll learn the step-by-step path from lead generation to true leadership—and the habits that separate average agents from impact-driven leaders. Plus, Dan shares a personal story about marriage, trust, and the people who shape your life and business. If you're building a team—or thinking about it—this episode could save you years of mistakes.What you'll learn on this episodeLeadership starts with the people you choose to partner with in life and in business.The growth path of a business follows this evolution: 90/10 (business/talent), 50/50, then 10/90.Prospecting isn't just for leads, it's for talent. Building the right team multiplies your results.True leaders teach others how to think, so they can act with clarity and confidence.Trust, communication, and clear expectations are the foundation of high-performance teams.Leadership and management aren't the same leaders inspire, while managers supervise.Great leaders set the direction, provide tools, then get out of the way.Retention of talent is driven by value, challenge, and culture.Accountability and check-ins are the glue that turns high standards into real performance.Your most critical decisions come down to relationships, who you marry and who you hire.If you're ready to stop managing chaos and start leading a business that runs with clarity, purpose, and performance—this is your next step.Teach to Sell isn't just a book about closing more deals. It's a blueprint for leading yourself, your clients, and your team with influence that earns trust and drives results. Whether you're an agent, team leader, or entrepreneur, this book will help you unlock the kind of leadership that creates Consistent and Predictable Income. Preorder your copy of Teach to Sell now and become the kind of leader people want to follow.Preorder here and start building a business that never has another broke month. https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeTeach to Sell: Dan Rochon's book on leading with influence and clarity.Consistent and Predictable Income Community (CPI): A growth-driven team focused on helping entrepreneurs and agents eliminate broke months. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
Most agents confuse being busy with being productive—and it's killing their momentum. In this episode, Dan Rochon breaks down the 5-part job description every top agent should follow to build Consistent and Predictable Income. You'll learn why CPI Time matters, how to hire the right people who own outcomes (not just fill roles), and how to rewire your mindset to trade time for results—not excuses. Plus, Dan coaches George live on how to use a referral script that feels natural instead of pushy. This episode is packed with truth bombs, clarity, and Teach to Sell insight you can apply immediately.What you'll learn on this episodeLeadership means teaching others how to think so they can get what they want which inspires them to follow you.You'll often spend three hours in lead gen to earn just two minutes of results and those two minutes are where the business lives.When hiring, look for candidates who demonstrate a burning desire to commit, not just talk about it.Dan ranks his most valuable assets as: Sobriety, Relationship with God, Health, Time, then Money.A live coaching example with George demonstrates how to use a natural-sounding referral script that builds connection.Clarity creates power; without it, scale is impossible.Most people are afraid to waste money, but wasting time is far more costly.Success isn't complicated—it's the result of consistent, repetitive actions done daily.Resources mentioned in this episodeTeach to Sell: The CPI methodology for influencing through mindset, not pressure.CPI Community: Coaching, tools, and support for agents who want Consistent and Predictable Income.Commit or Quit Challenge: A simple framework to get clear and move forward with commitment.CPI Job Description: The five key activities every agent must master to grow a scalable business.Referral Script Walkthrough: The “Who do you know...” referral conversation demonstrated live. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan Rochon
In this episode, Dan Rochon gets real about the power of habit, self-leadership, and what separates plateaued agents from transformational leaders. Drawing on real-world experiences and hard-earned wisdom, Dan challenges you to ask the question: “Would I follow me?” Discover the SCARLET framework for identifying talent, the hidden success habits of top leaders, and why building Consistent and Predictable Income starts with becoming someone worth following. This one hits deep.What you'll learn on this episodeThe two questions every aspiring leader must ask: "Would I hire me?" and "Would I follow me?"Why habit > outcome (and how results can be misleading).The SCARLET framework for identifying ideal talentHow to stop focusing on you and start growing through service to others.Why success is boring—but predictable if your habits are right.Resources mentioned in this episodeSCARLET Framework Overview: How Dan identifies top-tier team members.One-to-Five Worksheet for Buyers: Improve clarity and alignment in buyer showings.On-Demand Curriculum: Master the habits of high-performing agents.Teach to Sell: Dan Rochon's upcoming book on influence without selling. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan Rochon
Apr 28, 2025 – Are you worried about market swings and rising inflation eating away at your retirement income? On today's Lifetime Planning segment of the Financial Sense Newshour, we discuss how ongoing volatility, recession fears, and inflation...