POPULARITY
2 episodes with professional management
2 episodes with professional management
2 episodes with professional management
2 episodes with professional management
4 episodes with professional management
In this week's episode we are joined by Regina Brooks!Ms. Regina Brooks is the founder and CEO of Serendipity Literary Agency in New York, New York. Her agency is the largest African American owned agency in the country and has represented and established a diverse base of award-winning clients in adult and young adult fiction, nonfiction, and children's literature. Her authors have appeared in USA Today, the New York Times, and the Washington Post as well as on Oprah, ABC, NBC, CBS, CNN, FOX, MSBNC, TV One, BET, and a host of others. In 2015, Publishers Weekly nominated Regina Brooks as a PW Star Watch Finalist, and she was honored with a Stevie Award in Business. Writer's Digest Magazine named Serendipity Literary Agency as one of the top 25 literary agencies. She is currently the President of the Association of American Literary Agents (AALA) and co-chair of its Communications Committee, co-producer of the U.S. Book Show, a founding member and board member of Literary Agents of Change (LAOC), and a board member of the Association of Writers & Writing Programs (AWP). Formerly, she held senior editorial positions at John Wiley and Sons (where she was not only the youngest but also the first African American editor in their college division) and McGraw-Hill.Prior to her publishing career, she worked as an aerospace engineer and made history as the first African American woman to receive a Bachelor of Science degree in Aerospace Engineering from The Ohio State University. She is a graduate of The School of the Arts High School in Rochester, NY.She is the author of Essence Magazine's quick pick children's book, Never Finished, Never Done (Scholastic), Writing Great Books for Young Adults: Everything You Need to Know, from Crafting the Idea to Getting Published, 2e (Sourcebooks), and You Should Really Write a Book: How to Write, Sell, and Market Your Memoir and is a well-received blogger for the Huffington Post. Brooks is also on the faculty of the Harvard University publishing program, Western Connecticut MFA low residency programs, and Writer's Digest University and teaches annually at more than twenty worldwide conferences. She has been highlighted in several national and international magazines and periodicals, including Publishers Weekly, Forbes, Media Bistro, Writers and Poets, Essence Magazine, Ebony, Jet, Women on Writing, Writer's Digest Magazine, The Writer, The Network Journal, and Rolling Out.She was named Woman of the Year by The National Association of Professional Women, A New York Urban League Rising Star Award winner, and a finalist for the StevieTM Award for Women Entrepreneurs. Regina Brooks is featured in books such as Guide to Literary Agents and the NAACP-nominated Down to Business: The First 10 Steps for Women Entrepreneurs, How to Build a Platform, and Bill Duke's Dark Girls. She is also listed in International Who's Who under the categories of Professional Management, Technology, Entrepreneurs, and Engineering. In 2010, Brooks partnered with Marie Brown of Marie Brown and Associates and Marva Allen of Hue Man Bookstore to launch a new publishing imprint with Johnny Temple's Akashic Books called Open Lens.Further, Possibiliteas is the brainchild of the literary agent and tea enthusiast, Regina Brooks, who believed that tea—the world's oldest performance-enhancing beverage—could have a beneficial effect on her clients—writers, artists, and other creative professionals who were looking for fuel for their creative fire.She is a pilot and cofounder of Brooklyn Aviation as well as a member of New York Women in Film and Television.Ms. Brooks is the founder and Co-Executive Director of Y.B. Literary Foundation, Inc., a not-for-profit organization designed to kindle a passion for literature within high school students and an appreciation for the possibilities and opportunities that reading can provide.When Regina's not agenting, she's gardening, fishing, and flying her own plane (always in a dress).Buy her latest book here: https://bookshop.org/a/19191/9781402293528Check out her website here: www.serendipitylit.comFollow Serendipity Lit on IG here: www.instagram.com/serendipitylit/Support the show
Keith discusses the pros and cons of being a hands-on landlord versus hiring a property manager. Self-management offers cost savings, quality control, and better tenant relationships but can be challenging due to tenant and contractor management. Keep up with inflation and market trends, by using tools like Rent Finder.ai for market analysis. Dani-Lynn Robison with Freedom Family Investments joins the conversation to highlight their recession-resilient real estate funds offering 8-16% returns, with options for liquidity and growth. Resources: Visit freedomfamilyinvestments.com/gre to learn more about the investment opportunity or text FAMILY to 66866 to get more information about Freedom Family Investments' liquid investment options. Show Notes: GetRichEducation.com/572 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments. You get paid first: Text FAMILY to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review” For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold 0:01 welcome to GRE I'm your host. Keith Weinhold, being a hands on landlord versus professional property management. Which one is right for you? How often and how much should you raise the rent? Then learn how, rather than a landlord, to be a landlord and increase your income by becoming a real estate lender. Today on get rich education, Speaker 1 0:28 since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors, and delivers a new show every week since 2014 there's been millions of listener downloads in 188 world nations. He has a list show guests and key top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast, or visit get rich education.com Corey Coates 1:13 You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education. Speaker 2 1:30 Welcome to GRE from Charleston, South Carolina to Charleston, West Virginia and across 188 nations worldwide. I'm Keith Weinhold, and you're listening to get rich education before we talk about, should you be your own landlord or not, and how often do you raise the rent? Let's get more personal. I want to get introspective with you with three questions, do you focus more on what you have or on what's missing? Yeah, and not just as an investor, but in your overall life. Do you focus more on what you have or on what's missing? As for me, it's what's missing, and that might be a shame. I'm definitely grateful for what I have, but probably not grateful enough if you also focus more on what's missing from your life rather than what you have. Maybe you need to be more grateful for what you've got too. But those like me that focus more on what's missing are often accomplishment driven people always trying striving for more. The second question is, do you focus more on your past, present or future. Now we all focus on all three, but which one do you focus on the most? For me, it's the present and then the future after that. The third question that you can ask yourself to learn more about yourself is, do you focus more on what's in your control or out of your control, I focus more on what's in my control. So there you go. Certain combinations of those questions can tell you a lot about yourself. For example, if you answered that, you're most focused on your future and what's out of your control, you could be setting yourself up for some sleepless nights. Oh, gosh, did I lock the car door or really, it's more like, Geez, how is that meeting really going to go tomorrow? I do some of that too fretting too much about the future for things outside your control that won't change your future one bit, but yet, ostensibly, that steals your peace of mind in the present. And I don't know who to attribute those questions to. Who originated them, but I heard Tony Robbins talking about them, and that helps you figure yourself out for some of what we're talking about here on today's show. I want to start off real basically here most first time real estate investors, they find themselves diving into the world of property management with zero experience and tons of uncertainty. You don't have to put management experience on a resume before you hire yourself to manage your own property. Self managing a rental property, it can be daunting in the beginning, but it also offers you some real benefits, like greater control and cost savings and some hands on learning. But self management comes with its own set of challenges, like tenant management and handling maintenance issues, so let's weigh some of those pros and cons of self landlording versus outsourcing it to a professional manager, there are about four key advantages to self managing. I think that most obvious one is the cost savings, because property management companies typically charge eight to 10% of the monthly. Rent amount for their services, along with an additional fee for placing a tenant or renewing a lease, and maybe even a fee for certain maintenance types. By self managing, you can then avoid these fees and keep more of the rental income for yourself and thereby making your investment more profitable. Say that your property is rented for $2,000 a month. That $200 management fee, because that's 10% Well, multiply that by 12, that's $2,400, a year, plus a typical leasing fee when a new tenant is placed is a half months rent. That's $1,000 in this case, now, you're probably not going to have a new tenant placed every single year, but if you did, then that's $3,400 annually to the manager in total, between the management fee and the leasing fee. Another advantage of DIY ing is quality control. Now, I think people that tend to be control freaks, oftentimes have to self manage, and they care a little too much. But when you self manage, you do have direct control over the maintenance and tenant selection and the overall condition of your property, and that is going to ensure that your investment is well maintained and that your tenants are satisfied. Property managers, they often manage multiple properties, so your rental might not get as much attention. And the most common, recurring issue that I hear from investors that use a professional management company is that they don't feel like their property is getting enough attention, or that the property manager doesn't really care that much about them after their contract is signed. And if you think that through, from the property management industry side, you know most managers, they're only making that 100 to 200 bucks of recurring revenue per month on each property they manage, and these are pretty thin margins overall. So in order to run a profitable business and pay their employees and cover their other business expenses, these property managers, they need to onboard hundreds of clients, and in turn, that's going to spread out their efforts pretty thin if you've only got a few properties with a manager. Well, their main priority sometimes ends up being their bigger clients. So the smaller you are, the further down the callback list you might be. But I'll tell you, even staying in touch with my professional managers a little bit, even the ones I only have a few properties with, I feel like I get what I need. A third advantage to managing yourself is better tenant relationships. You've got a level of control that allows you to build relationships with your residents that can lead to longer retention and less of that costly turnover, and having that direct communication that builds some trust, that builds some respect between you and your tenant, they appreciate a landlord like you is probably going to respond quickly to maintenance requests and the fact that you're approachable if an issue comes up, and also, by you being more involved in the tenant screening process, you can ensure that you select a pretty good tenant that's going to stay Long Term and really take care of your property. Another advantage to you self managing is that you do build some valuable skills. I mean, managing a property on your own that teaches you a big range of pretty versatile skills, from like handling maintenance and repairs to negotiating leases and just overall, managing your finances, these can be pretty helpful skills, not just for your rentals, but for your future business ventures. So really, those are some of the upsides of self management. Now, how about the flip side, the challenges of self managing your own rental property? Well, the problem is managing your tenants. I mean, some say that this whole discipline that's called Property Management ought to be called tenant management and handling tenant relations. That's one of the most critical aspects of being a self managing landlord. I mean, even if you try to build tenant relationships, mismanagement that can lead to vacancies or disputes or can even go into legal issues. So educating yourself on landlord tenant laws and best practices, that's pretty essential. If you want to head off problems, you've got proper tenant screening and addressing tenant concerns and ensuring that rent is paid on time. I mean, all that stuff's crucial. Most tenants are pretty reasonable, but you know, there are always going to be a few that will challenge your patients, and it really requires that you be tactful and professional to manage well, managing contractors. I mean, property maintenance, that's another key responsibility you have to. Fine and hire and coordinate contractors for repairs and upkeep and poor contractor management that could lead to cost overruns or really shoddy work and more, knowing how to negotiate contracts and oversee projects that's crucial to maintaining the tenant satisfaction and the overall quality of your property. Another downside of self management is handling emergencies, I mean plumbing leaks or electrical issues, that stuff could happen anytime. And as a self managing landlord, you might not always be available to respond immediately, which can lead to property damage or unhappy tenants. So self managers, they really need to be problem solvers. Self managing a rental property, things go fine 99 plus percent of the time, but it could get emotionally taxing, especially if those tenant relations become a problem. So you got to keep personal feelings out of it, that stuff can cloud your judgment and negatively impact your decisions. If you want to self manage, you've got to maintain professionalism and set clear boundaries and remain objective when you're dealing with tenants and property issues, so creating systems and processes help you minimize those emotionally driven decisions, and can help you ensure consistency in managing approach. And then there is that legal side you ought to keep up on that local area's landlord and tenant law. So in conclusion, on whether to be your own landlord or outsource it to professional management, while these challenges are pretty real, you should still be able to self manage your properties, even remotely, even across state lines or from 1000s of miles away. I mean, most of these worst case scenarios that you hear about, like a flood at 2am I mean that stuff just never happens. I mean, it's never happened to me, even if you don't have previous experience, you really can effectively manage your rental properties and see positive results when you got the right tools and the right mindset. And today's tech tools make remote management easier than it's ever been in human history. But any long time listener knows that I do not manage my own properties. My time is simply too valuable. As a frequent guest on the show here, Robert helm says life is too short for property management, I just feel a personal sense of freedom and autonomy and some headspace clearance by knowing that no tenant can contact me directly yet that my manager is taking care of them. I mean, it's just not worth doing it myself to get that last 2% toward perfection. When you buy in the most investor advantage areas, you should have enough margin to pay for a manager. Keith Weinhold 13:03 All right, well, let's change topics now, and whether you self manage or you outsource it to a pro, you know, you've got to ask, how much and how often should landlords raise the rent? That is the question. Let's say you've crunched the numbers and expenses are climbing like they have these past few years, and the market is shifting and your rent hasn't changed. That really leaves you with one big question, Should you raise the rent? And should you raise it every year? And if you're new to landlording, it can kind of feel complicated. It could feel like if you raise the rent too much, you risk losing a great tenant if you raise it too little or not at all, and you might fall behind on costs then, or even undervalue your property if you don't keep your rents up there, because five plus unit property values are based on the rent, which goes into the NOI your net operating income. And really, this is one of the more common dilemmas that landlords face. But really, the good news is that there's a pretty clear way forward. So let me help you determine when a rent increase makes sense, and then figure out an amount that keeps your unit competitive. It keeps your rental income on track. Now some people, they actually believe that landlords are required to raise the rent every year and to a tenant, it might seem like that's what happens, but no, landlords are not required to raise the rent every year. They often choose to do so to keep up with inflation or stay competitive and high demand markets, and keep up with shifts in local rental trends, gradual, smaller increases can help you avoid the need for making larger jumps later, that stuff can surprise or frustrate your tenant. You want to go for those big rent jumps, but two. 19 tenancies. We've covered that part before. Now, some landlords prefer to keep rent steady, like when they have long term reliable tenants, or they're just focused on building equity over time, and they want to stay hands off, and don't really need the cash flow so much. Now, in a lot of cases, maintaining that same rent amount that sure can reduce your turnover in vacancy costs, those things are your biggest expenses, but often that is not the best approach in the long run, because you probably are a leveraged investor, meaning that you have a loan on the property. Well, then a rent increase that helps you out more than it does for the less educated, paid off free and clear property owner, because you can widen your delta faster. You widen your cash flow faster because your biggest expense, your principal and interest payment, stays fixed. Yes, you are getting leverage on both the asset value overall and the income. Yes, this is winning that third crown of GRE s inflation triple crown. So ultimately deciding how often to raise the rent, that really depends somewhat on your goals and also the condition of the rental. You got to factor in how satisfied you think that your tenant is. That's part of it, and the state of the market as well. Now, if you're unsure what the right rent price is for your area, there are increasingly sophisticated tools for helping you figure that out. Rent finder.ai, can help you. One of my property managers uses it. It's a really cool AI driven report that looks at 25 rent comparables in the area. Again, that tool is rent finder.ai. Speaker 2 16:52 Now, when should landlords raise rent? Finding the right time to do this that helps you stay aligned with the market value all while supporting your financial goals. But there are also times where it might be smarter to hold off on hiking the rent. The most common times that you implement a rent increase are at least renewal. That's really the most common and appropriate time to raise the rent, provided that you give proper notice. You usually got to give 30 to 60 days notice. Another common time to raise the rent are after you make significant upgrades, like installing new appliances or renovating a kitchen or updating flooring. I mean, this is when it might be reasonable to adjust rent to reflect that added value. Another time is when overall market rents are rising, even if you haven't improved the unit or anything, because if rental prices in your area are up, well, then raising your rent helps keep your property in line with local rates. But you got to keep in mind that rent price increases require a well thought out strategy to avoid pushing away good tenants. Another time to increase the rent is to keep up with inflation and expenses over time, especially these last few years, we've all had higher operational costs like higher insurance, higher property taxes, higher maintenance costs. So even a small annual rent increase definitely helps offset those rising expenses, but you have got to avoid basing your rent price solely on operating expenses. When you do raise the rent for this reason, though, let the tenant know just which operating expense rose. That is going to help reduce tenant frustration. Now, on the flip side, there are times when keeping your rent steady could be the better choice, especially if you have a long term reliable tenant. I mean good tenants that pay on time and take care of the property. They are worth retaining, not all times, but sometimes avoiding that rent hike can help you maintain a good relationship. There another time to avoid it is when the rental market is soft. I mean, if there's more competition in your area, or high vacancy rates in your area, well then raising the rent could lead a tenant to look somewhere else, especially if there are vacant properties nearby that they could move into. Another time to not raise the rent is if the property hasn't changed, if you haven't made any of those improvements, sometimes a rent increase might not be justified, or obviously you don't want to raise the rent if you really, really want to avoid a vacancy. So keeping the rent the same might encourage them to renew. So factors to consider before raising the rent and how to calculate an appropriate increase if a unit is aging or needs repairs, raising the rent without improvement that could discourage renewals. So consider creating a value checklist to quantify certain improvements, like new apps. Appliances could be 25 to $50 a month in additional rent, or a renovated kitchen, $75 a month or new HVAC. That could be 30 to $50 a month. Think about neighborhood changes like gentrification or new schools or increased transportation access or nearby commercial development. I mean, all that stuff can raise demand, building a Whole Foods nearby, having a new office space with high wages nearby, that can increase your rent. Look at City Planning announcements and local news. You can help stay ahead of the trends that way, and if your neighborhood has seen a rise in new businesses or housing demand. I mean, that is justification for a moderate increase and a modest annual rent increase tied to inflation that can help offset your rise in costs. You can reference the CPI, yeah, the BLS. They don't just report national inflation, but they do this by region as well. Now, is there a limit to the amount of your rent increase? Well, depending on where your property is located, there might be legal limits to how much you can raise the rent, and they're typically defined by state and local rent control laws that can vary a lot across the US, in cities or states with rent control, or what's called rent stabilization, there are strict caps on how much you can raise the rent annually. And those caps, they're often based on the local CPI. They might range from 2% per year to 10% a year, depending on the area and if your rental property is in a place without rent control, well, then there might not be any legal limit on how much you can raise the rent really. That's sort of situation normal. So you do have to look at those local laws. Of course, here at GRE we recommend buying and owning properties outside of any rent control jurisdictions, which are often those places in big Northeastern cities or on the west coast where they have rent control. Well, your success as an investor, it has a lot to do with how much of your money you are leveraging, but funds that are leveraged into property that you own directly, they're not very liquid. Any prudent investor keeps a liquidity bucket of funds, and for me personally, I don't keep many of them in these online only savings accounts that might yield a 3% or 4% return today, because that is simply too low. What I do with my liquid funds is I get a return that's more than twice that amount. Where I am not the landlord, I'm the LEND Lord. Yes, l, e, n, d, lendlord, I'll tell you how to increase your income that way. That's next. I'm Keith Weinhold. You're listening to get rich education. Keith Weinhold 23:03 The same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage, start your pre qual and even chat with President Chaley Ridge personally. While it's on your mind, start at Ridge lendinggroup.com. That's Ridge lendinggroup.com. Keith Weinhold 23:34 You know what's crazy your bank is getting rich off of you. The average savings account pays less than 1% it's like laughable. Meanwhile, if your money isn't making at least 4% you're losing to inflation. That's why I started putting my own money into the FFI liquidity fund. It's super simple. Your cash can pull in up to 8% returns, and it compounds. It's not some high risk gamble like digital or AI stock trading. It's pretty low risk because they've got a 10 plus year track record of paying investors on time in full every time. I mean, I wouldn't be talking about it if I wasn't invested myself. You can invest as little as 25k and you keep earning until you decide you want your money back, no weird lockups or anything like that. So if you're like me and tired of your liquid funds just sitting there doing nothing, check it out. Text family to 66 866. To learn about freedom. Family investments, liquidity fund again. Text family to 66866, Robert Kiyosaki 24:48 this is our rich dad. Poor Dad. Author Robert Kiyosaki, listen to get rich education with Keith Weinhold. Don't quit your Daydream. Speaker 2 25:06 If you love the income from rentals but you don't like the vetting and the tracking and the tenant calls, this episode is for you. I've openly shared with you before that I don't keep much money in a savings account, since the returns are often lower than true inflation today, it's about where I invest my own funds that I want to keep fairly liquid yet get a strong return. We're talking to who owns and runs those very funds that I'm personally invested in. She co founded freedom family investments. They're a firm with over $50 million in assets under management, and they have a 100% track record of investor payouts to those investors that include me. After building her own wealth through real estate, she made it her mission to help investors create freedom, safety and peace of mind in their portfolios. She specializes in turning hands on real estate strategies like turnkey rentals into relatively passive, scalable income. It has real estate backed returns that get fairly high. You'll see how high today. She's got a great plain English approach and focus on recession resilient, needs based assets that have earned her repeat invitations to get rich, education and other top real estate shows she and her husband flip also co wrote a great book called Get real, which I have on my bookshelf. Hey, it's great to have you back on GRE Danny Lynn Robison Dani-Lynn Robison 26:30 thank you so much, Keith. I'm so excited to be here Speaker 2 26:33 Danni, We'll discuss rates of return for the investor shortly, but first, I think that any prudent investor asks about that foundation, what is the investment backed by? What are the underlying assets? Tell us about that. Dani-Lynn Robison 26:48 So that's really important to me as well. And real estate is my love and passion. So this is a fund that is based on recession resilient needs based real estate. What that means is we're really focused on the needs over economies, down economies, no matter what is going on the market, is there demand? Is there enough demand that the cash flow is going to continue on? And so our asset classes inside this fund are multifamily housing and then senior housing build to rent and self storage. And by concentrating on all of those, we're just staying aligned with the fundamental needs of American families, which is why we're freedom family investments, Keith Weinhold 27:26 right? Okay, so, yeah, pretty staid, stable underlying assets there, like you say, these are needs based items, items that people need. And tell us more about how the investment is structured for that investor, and these investors like me, looking for predictable, passive income. Dani-Lynn Robison 27:46 This is something that's really important to me. I'm always talking to our investors and finding out what's important to them. What are they investing in right now? How do they feel about the market? What's important to them? And out of that has come every single fund or offering that we have created. And so what I love about this one is it combines a whole bunch of things all into one place. So this fund, the way it's structured, provides diversification, because as a private money lender, you are lending on one asset, so you're dependent on that one asset actually performing and being able to pay you back. Now, as you said at the beginning of the episode, we have a 100% payout track record, and that's because I think my very first episode with you was about private money lending, and I told this story about this duplex where we lost, I want to say, over $50,000 and I talked about the importance of investor relationships to me, and that long term relationship means more to me than anything else, because if you don't Have trust, then you don't have anything, you don't have a business, you don't have you can't grow long term. So even though we had lost so much money on that duplex and made a lot of mistakes, the investor got their full principal paid back. They got every penny of interest during the time that they were owed. And that Testament has happened over and over again, and it's also why I've always preached volume, because deals like that in real estate, it's going to happen in anybody who tells you otherwise just run, because there's going to be times where you peel back a wall and there's something you know big that you're going to have to take care of, and there's times when contractors aren't going to do what they say they're going to do, and it's going to go over budget. And because of that, volume is important. So if I'm doing 10 deals a month, and two of them go bad. I've got eight that do really, really great. So that's the diversification piece that is so important to me, and therefore also important to my investors. Because we've talked about that, we've talked about those conversations. So in the fund, being balanced and diversified across those four asset classes ensures that no matter where the market is and what we're investing in, some of them could be doing really good, while some of them may not be doing as good, and we're just evening out and protecting ourselves and our investors with that separate asset classes and multiple doors. Then the other thing about that I've heard loud and clear is liquidity. And you and I were talking about this right before we pressed record, and I. Always laughed, and I was like, liquidity and real estate just don't go together. So let me figure this out. And we worked with our attorneys and figured out different ways to provide liquidity to real estate investors while still protecting just the way everything was structured, because that promise and making sure that I'm always giving that money back to the investors and paying them on time every single time, was so important, we structured a fund that allows people to invest and then get their money back in a year if they want it, but if they don't, then they get to continue investing for a period of time. And so that marriage and balance has really been a win for us and for our investors. And so I'm really excited about this fund. Keith Weinhold 30:37 Danny Lynn, it's a little sad before our chat today, we learned about another industry professional that offered a fund to investors, and that fund imploded, for lack of a better term, and you divulged with me that you're actually familiar with that fund and with that operator that offered it. And you know you talked about how there were really some red flags, some warning signs, there, you have third party eyes on your fund for its lifespan, from beginning to end and here in the present. And the other thing is that you invest the funds in your own businesses, so you have more control over that when you talk about these four different asset types that you're involved in. So can you talk to us about that? Dani-Lynn Robison 31:25 I've been in the room with him. I don't know him personally. We're not friends or anything, but I know him, and I know what happened as that fund progressed. And when I looked at the fund structure, I love the promissory note idea, because it's simple to understand. There's a warren buffett quote I love talking about that you shouldn't invest in something you don't understand. And I believe in simplicity. I believe in making sure that you understand exactly what you're getting into when you're putting your money on the line. And in that particular fund, it was very hard to understand the assets that you're investing in. And so it was a lot of businesses I would view them as high risk. I felt like even the monthly distributions were a little risky as well, because sometimes you just don't know if the money is going to be coming in. You know, you might be in a building phase where you actually need the capital to work on and grow and improve the business or the real estate. And so we always structure things in a way that we do two tiers. There's an income track and there's a growth track to allow us to balance everything out and be able to give the investors a lower rate of return if they want income, and a higher rate of return if they want growth, because that higher rate of return we can do that because they are allowing us to use that capital to be able to work on properties, to work on businesses have that growth trajectory, and when it comes to our businesses, I'm glad you brought that up, because he did invest in businesses, and I don't historically do that. I love real estate, but I do invest in my own businesses, because I know me. I know my character, I know my track record. I know what I promise I'm going to do, no matter how hard it is. I'm going to make sure that I fulfill those promises. And so if I have like, ownership and direct control of everything, I feel very confident in my ability to move forward. And that's really where the masternote program comes in, we now call it freedom notes, because we just love freedom so much we're just rebranding everything. So the freedom note program really does help us invest in businesses as we're growing, and it's our own businesses so super excited about that opportunity. Structured the exact same way as the flagship fund. Keith Weinhold 33:16 You use the term promissory note there, just so that no investor is left behind. What is a promissory note? Dani-Lynn Robison 33:23 A promissory note is really like an IOU. So I always like to compare it to bank loans. Whenever our private money lenders would come and talk to us about private money lending, and they'd say, can you explain this to me? I'd say your Bank of America like you're the one with the lien on the property, so you're in first lien position, and so if something goes wrong, then you have the ability to foreclose and get that property back. So promissory notes, essentially is a loan to this fund, and this fund is then going to use that money to purchase or acquire or invest in or do recapitalizations of those projects that we talked about. So in the flagship fund, those four asset classes, masternodes, so the freedom notes also invest in those same asset classes, but they also invest in the businesses as well. Keith Weinhold 34:09 So we're talking about predictable passive income for the investor here, about as close to passive as it gets, hands off management. You've got the professional underwriting, the servicing and the reporting done by a third party you actually use invest next, that's the third party company that administers this. Tell us more about the investor qualifications, about the minimum investment amount and accredited versus non accredited. Tell us about that. Dani-Lynn Robison 34:38 We have programs for both non accredited and accredited investors, and like I said, they're set up structurally very, very similar, but they are it's has to be SEC compliant, right? So for the non accredited investors, it is the freedom note program, and it's set up so your funds are in a separate bank account all by itself. It's fully tracked that way by our accounting team. And you can always go in and say, Hey, can you guys tell me where my funds are placed? And we can always track that information. So it's a little bit more work on our part, but it does allow non accredited investors to participate in something until they have the opportunity to reach a point where they do meet that accredited status and they can participate in the fund. And then the fund is the accredited vehicle. It's a 506, C, again, fully it's a Regulation D, fully vetted by our attorney. They're just actually finishing the documents right now. I didn't tell you before this, but you're actually the very first group that we're like talking to this about. And I told you how much I love our relationship and how long we've known each other, and how I just want to do more things with you. And so we're like, this is perfect that we get to actually launch it to Keith's group first. So we're excited about that as well. And then you talked about invest next. This is the piece that I think is important to me, no matter who you invest in, is what is their financial transparency look like? How are in the investments tracked? Where are the funds? Who is looking at those funds. So not only are we tracking all of the funds in house, but our CPA has to look at the funds and what's happening there. And originally we had nav, which is a fund manager. Now we've moved over to our invest next, and it probably took us six months to get onboarded with them, because of all the compliance pieces required for a company like that to bring you on board. So I just think that's one of the important pieces that makes me feel safe, because I want a bunch of eyes on the financials, and it makes our investors feel safe as well. Keith Weinhold 36:31 For those wondering why I invest my funds here, yes, you've got that third party auditing, like you've mentioned, and you're investing only in your own businesses, so you have control. That's a big part of what makes me feel good. Well, let's talk about the fun part. Danny, tell us about those rates of return and the liquidity. Dani-Lynn Robison 36:50 The rates of return are anywhere from eight to 14% but the 14% can go up to 16% because there's a 2% bonus upon maturity, and that eight to 16% is in two series. So there's an income series and there's a growth series. The income series is what appeals to investors who want those quarterly distributions and who want the passive income and cash flow. And so that particular series is anywhere from eight to 10% and again, depending on how much you invest, there's a 2% bonus in that series, and then the growth series is even higher. And the reason that is is because these are the long term investors who are looking to really accelerate growth in their portfolio. And that allows us peace of mind that we've got capital to be able to use for the renovations, for whatever is needed, depending on the market and how the cycles are going. As I said before, real estate is illiquid, and you have to structure and balance things based on that. And the growth series is a win for the investors, because compounding on, let me see, it's 10 to 14% returns, plus, depending on how much you invest, there's a 2% bonus that compounding adds up fast. We've done math for our investors are like, Oh my gosh, I'm never moving my money. I love this. They just love to see the growth trajectory. It's a win for us, too, because we get to use that capital as needed in order to ensure that we've got successful investments at the end of the day. Keith Weinhold 38:21 Okay, so the income series has eight to 10% returns based on how much you invest, that pays out quarterly. And then the growth series that has those higher rates of return, up to 14 even 16% where the payout is made at the end, and how long is one waiting until the end? I know it sounds like most people want to continue that compounding and roll it forward, but what does the end look like for the groceries fund? Dani-Lynn Robison 38:47 Yeah, I'm glad you asked that. So that's the liquidity piece, and that's the thing that we went back and forth with our attorneys about, because real estate is naturally illiquid, and so what we did is it's a recurring annual renewal. So it's an auto renewal, meaning that every single year you have the opportunity to say, Hey, Danny, hey freedom, I would like to go ahead and give you notice that I would like to get my funds back. And so that gives us enough notice be able to plan for those funds to come back to you principal plus interest. And then every year, if you choose not to ask for your funds back, it auto renews for a total of five years. I believe it is. You'll have to look at the documents just to confirm everything that I'm saying, because what I'm speaking to is our freedom note program, which is what this was built off of, because it was so popular. When given investment opportunities, everybody was just like, I want to go into those freedom notes. I like those because it gave them peace of mind, the ability to take out their cash if they needed it, but allowed for a compound or fast growth and a long term investment if they felt that was right as well. Keith Weinhold 39:47 Okay, this freedom note program either the income series or the growth series, but we're talking about rates of return here. What's interesting is we're in a period where federal funds rate drops are. Anticipated when that happens, the return on your savings account does fall by that amount. However, these funds don't. That is correct. Yes, we're talking about, again, these funds that are backed by needs based real estate, like senior housing, workforce apartments and self storage demand that stays steady, even in downturns. And I know that you have an investor story as well. Tell us about that. Dani-Lynn Robison 40:28 Yeah. So we have so many investor stories, and you can actually see the videos and audios on our website, and I encourage you to go check them out. But we like to call this investor story Jane, because we've heard the story so often that we call her Jane. So this is really the investors who have been investing with us as private money lenders and turnkey investors. And there they realize that number one, the in and out of investments. As a private money lender means that they always have this capital sitting and earning nothing at some point in time. And the turnkey investors, they think it's passive. And then they realize, oh gosh, there are tenant issues. I do have to, you know, manage this, the property management company. I do have to double check all the financials. I do have to approve a tenant or approve repairs, and it ends up being a little bit more work, and sometimes a lot more work than they ever anticipated. Those investors in particular, are the ones that love working with us the most, because suddenly what they thought was freedom going into the investment opportunity turned out to be a little bit different than they anticipated. And so they're like, I'm so thankful to finally, you know, be in an investment with a company that I trust, but that can be there, give me liquidity options, give me a good return, but it's 100% passive. So we call that investor Jane, because we just hear this story over and over and over Speaker 2 41:45 before I ask about how our listeners can learn more about this, if it might interest them. Is there any last thing that you want to tell the audience? Maybe something that I didn't think about asking you? Dani-Lynn Robison 41:57 That's a great question. The here's the thing that I always like to say, when you're investing with somebody, I think it's important to ask about the worst thing that's happened, what they did, how their investor was treated, what was the financial outcome? I think those questions are people don't think to ask that. Like, when you get on the phone with somebody, everybody's gonna tell you the rosy stories and all the good things, and this is why you should invest. And they're not going to go down the road of like, what happened, like, what are the bad things? Because every business and every real estate investor experiences bad things. So finding out the character of the person, I think, is how you find out is by asking what happened in that worst case scenario. So I think that's a really great question to ask, and you can ask us anytime I transparently tell my horror stories all the time, and just always in saying how important our long term investors are with us. Keith Weinhold 42:46 It's just like the title of your book. Get real. If you don't have a messy story to tell, you probably haven't been in business for very long. Are there any fees in order for one to get started? Dani-Lynn Robison 42:58 No, there are no fees. That's another investor feedback piece is the confusion. It's like they want to invest, but they're so confused by investment opportunities and what they're really making. So when you invest with us, the return that we tell you you're going to get is actually the return that you're going to get. So whether it's, you know, 8% 9% 10% whatever that is, that's the return you'll get. If there's any fees in, uh, within the fund itself, there's none in the freedom notes program. If there's any fees within the fund itself, it comes from the actual underlying properties, not from investor returns. Keith Weinhold 43:31 Well, it doesn't take very much documentation in order to get started. This could really help you make more of the funds that you want to keep more liquid as fast as 90 day liquidity. Danny, tell our audience how they can get started, and if they just want to learn more about this to see if it's right for them, Dani-Lynn Robison 43:50 we have done something super special this time. I think I've been on your podcast probably four or five times. Now this time, I'm going to tell you to go to freedom, family investments.com. Forward, slash, G, R, E, so it stands for get rich, education, so freedom, family, investments.com. Forward, slash GRE, what we've done this time is we're really tailoring what we do to Keith, because this relationship has just been such a great relationship we've had over time that we want to make sure that the investors that come in from your audience are just they rise to the top for our Investor Relations team so that anything that you need, we're just right there for you. We've got an investor concierge, and we're just doing as much as possible to make sure that you guys are prioritized. Speaker 2 44:30 Yeah, feel free to let them know that you learned about this through me, you'll get the VIP treatment. Danny, thanks for being such a responsible custodian of my own funds. For years, it's been great having you back on the show. Dani-Lynn Robison 44:42 Thank you so much, Keith. Keith Weinhold 44:50 Look the key to most anything in business or investing is for you to provide something that's of value to someone. Else. Look for something that makes somebody else money, and then go get a piece of that for yourself. And because this is where I park my own funds for liquidity, I do need something that I can count on, recession resilient needs based real estate assets that people rely on in every economic cycle. So this is backed by, frankly, pretty plain things, with durable demand, limited supply and strong demographic tailwinds. And again, those four underlying assets are multifamily housing, senior housing, build to rent, which are new single family rental communities and self storage, which is something proven to hold up even in recessions. And what makes these funds from Freedom family investments different is that, like we said, they have third party financial eyes on them, and the control is there because the funds are invested in their own companies, and now there's no such thing as a zero risk investment or even a 100% passive investment, but this is about as close to real estate passivity as you can get. There's more of that than there is with direct ownership of turnkey real estate, they'd surveyed investors to find out what they want. That's why you can choose from again, Freedom family investments either their income series, which has eight to 10% returns, but it can be up to 12% at higher investment amounts, you get quarterly distributions, or their other is their growth series, 10 to 14% returns, but it can be up to 16% at higher investment amounts, with the option to have your funds back annually. These are fixed rates of return and a declining interest rate environment like we're in now. Cannot touch those rates of return, I think, for someone that's not in real estate and doesn't understand how real estate pays, five ways, they might find it unusual that an investment can reliably return more than 10% like this. But those that are initiated, they get it. It's pretty simple. I mean, you are going to increase your income $10,000 per year if you invest 100k at a 10% return. If you'd like to learn more and see if it's right for you, it's been made pretty easy. You can do that one of two ways. Text family to 66 866, just text the word family to 66866, yes. This is how you can, rather than a landlord, be a lend Lord with the liquid component of your investments. So you can learn more about freedom family investments, just visit freedom family investments.com/gre. That's freedom, family investments.com/gre, until next week, I'm your host. Keith Weinhold, don't quit your Daydream. Speaker 3 48:13 Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively. Keith Weinhold 48:37 You know, whenever you want the best written real estate and finance info. Oh, geez, today's experience limits your free articles access and it's got paywalls and pop ups and push notifications and cookies disclaimers. It's not so great. So then it's vital to place nice, clean, free content into your hands that adds no hype value to your life. That's why this is the golden age of quality newsletters. And I write every word of ours myself. It's got a dash of humor, and it's to the point because even the word abbreviation is too long, my letter usually takes less than three minutes to read, and when you start the letter, you'll also get my one hour fast real estate video. Course, it's all completely free. It's called the Don't quit your Daydream letter. It wires your mind for wealth, and it couldn't be easier for you to get it right now just text. Gre 266, 866. While it's on your mind, take a moment to do it right now. Text, gre 266, 866, Speaker 2 49:53 The preceding program was brought to you by your home
Soul Pitt Media Health & Business Report Episode #104 | Interview with Kevin Cameron, President/CEO of Cameron Professional Management and Pittsburgh's DSENJoin Craig as he discusses with Kevin:1) Kevin, can you talk to our listeners about Cameron Professional Management LLC (CPM)?2) Kevin I see that your business is also Certified Veteran-Owned Business. How did your time in the military help shape your business approach?3) Kevin, can you talk to our listeners about Pittsburgh's DSEN?Additionally, make sure you listen to our Community Calendar (brought to you by Pittsburgh Regional Transit, PRT) with Debbie Norrell at the end of each of our interviews so you can keep up with what's going on in our Pittsburgh region.Soul Pitt Media's Health & Business Report is sponsored by UPMC, Pittsburgh Regional Transit (PRT), Duquesne Light Co., Allegheny County Health Department, Pennsylvania's Children's Health Insurance Program (CHIP), and Central Outreach Wellness Center.
"The sooner you can get to a level where you can actually make yourself redundant, I think that's when you start building an institution." This powerful insight from Rohit M A encapsulates a core theme of our conversation: sustainable growth isn't just about a visionary founder, but about building systems and teams that can thrive independently. It's about transitioning from being the indispensable force to the architect of an enduring enterprise. Rohit M A is the Managing Partner at PeerCapital, an early-stage tech-native venture capital fund. Before co-founding PeerCapital, he was instrumental in scaling Cloudnine Group of Hospitals from a single unit to a national leader with 42 locations and revenues exceeding ₹1200 crores. With over 23 years of entrepreneurial and management experience, and having angel invested in 70-75 companies, Rohit brings a deep operator's perspective to venture investing. PeerCapital's first fund is close to $40 million, focusing on "consumption enablers" and providing "valuable capital" to founders. Key Insights from the Conversation:
Baru-baru ini masyarakat dibuat heboh dengan pemberian gelar Doktor Kehormatan atau Honoris Causa kepada artis Raffi Ahmad. Kehebohan terjadi karena publik mempertanyakan kompetensi hingga keabsahan kampus pemberi gelar tersebut. Gelar yang diberikan dari Universal Institute of Professional Management atau UIPM Thailand diberikan kepada Raffi Ahmad atas kontribusi yang dilakukan selama ini di dunia hiburan. Lantas, bagaimana kriteria mendapatkan gelar tersebut? Lalu bagaimana kredibilitas kampus yang dengan mudah memberikan gelar kehormatan?
09-07-24See omnystudio.com/listener for privacy information.
Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.
Are you ready to transform the way you run your business? Today on the Finish Big Podcast, Mark Doman introduces Joni Fedders, President of Aileron, and explores the unique nonprofit organization based in Dayton, Ohio. Together they explore how Aileron helps business owners and their teams embrace professional management to elevate their lives and organizations. … Read More Read More
Host Lisa Laronde speaks with Meg Mathes, a Red Seal refrigeration and air-conditioning mechanic and a Senior Manager of Diversity Equity and Inclusion (DEI). In this role, she nationally supports the people, clients, and Industry with DEI efforts. Meg shares her incredible journey in the skilled trades industry as a transgender woman. Meg opens up about her experiences in foster care and leaving home at fourteen years old. Meg discovered her innate mechanical skills at Burger King which eventually led her to pursue opportunities in the skilled trades. Meg discusses the challenges she faces as a transgender individual in the workplace and the importance of being open about her identity. Meg also shares highlights some of her advocacy work and the changes she's witnessed in workplace dynamics. She advocates for gender-affirming policies, gender-neutral facilities, and inclusive workplace language to create a more welcoming environment. Meg offers heartfelt advice to her younger self and the next generation of skilled trades professionals through embracing diversity and fostering inclusivity in every aspect of our lives. Topics Discovering Mechanical Skills Importance of Supportive Environments Meg Mathes' Journey as a Transgender Advocate Challenges in the Workplace Support from Employers Support Associations for Transgender Individuals Balancing Advocacy and Privacy Challenges in a Predominantly Male Environment Success in Alberta's Skilled Trades Influence on Gender Roles and Stereotypes Creating a Safe and Inclusive Environment Supporting Transgender Individuals in Society Promoting Safety in the Workplace Advice to Younger Self About Meg Mathes: Meg has been in the Skilled Trades for over 27 years and holds credentials as an Alberta Red Seal Journeyperson - Refrigeration and Air Conditioning Mechanic, Alberta Journeyperson - Gasfitter (A), Alberta Achievement in Business Competencies (Blue Seal), and a Certificate of Professional Management specializing in Strategic Management from the University of Calgary. Meg has volunteered extensively and given back to her industry in many ways. In 2021 she was inducted into the Alberta Trades Hall of Fame for her 18-year service with the Alberta Apprenticeship and Industry Training Board. She sits on many boards and committees advancing DEI in the Skilled Trades in Canada. Connect with Meg: https://www.linkedin.com/in/meg-mathes-9b470a72/
Alpesh will be sharing experiments he did with his investments since 2009. Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. He owns and manages a portfolio of duplexes and small to medium-sized apartment buildings in Birmingham, Atlanta, and Dallas markets. In this podcast, he will discuss Move your cryptos to self custody. DISCLAIMER - We are not giving any financial advice. Please DYOR. Exchanges https://www.coinbase.com/join/parmar_27 https://accounts.binance.us/en/regist... https://www.kucoin.com/ucenter/signup... https://swapspace.co?ref=f5814e34ad7134c10e3f07e0 https://www.gate.io/signup/3408973 https://crypto.com/app/9ux1x96a8s https://uphold.com/signup?referral=1b... https://www.swanbitcoin.com/wealth Interest Bearing https://www.gemini.com/share/987weayh7 https://blockfi.com/?ref=1d6bc32d https://celsiusnetwork.app.link/11024... https://voyager.onelink.me/WNly/refer... https://nexo.io/ref/smwmo2ecec?src=io... Earn Free Bitcoin https://freebitco.in/?r=41976256 https://getpei.app.link/invite?code=8... https://use.foldapp.com/r/PWWA4LLL Filing Taxes http://cryptotrader.tax?fpr=wealth (http://cryptotrader.tax/?fpr=wealth) https://cointracking.info?ref=W702955 (https://cointracking.info/?ref=W702955) (00:00 - 00:34) Opening Segment -Introduction (00:34 - 04:08) What will be covered in Growing the Money Tree - Alpesh talks about his upcoming book (04:08 - 13:06) Video being played about the upcoming book (13:06 - 13:29) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs
Alpesh will be sharing experiments he did with his investments since 2009. Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. He owns and manages a portfolio of duplexes and small to medium-sized apartment buildings in Birmingham, Atlanta, and Dallas markets. In this podcast, he will discuss Move your cryptos to self custody. DISCLAIMER - We are not giving any financial advice. Please DYOR. Exchanges https://www.coinbase.com/join/parmar_27 https://accounts.binance.us/en/regist... https://www.kucoin.com/ucenter/signup... https://swapspace.co?ref=f5814e34ad7134c10e3f07e0 https://www.gate.io/signup/3408973 https://crypto.com/app/9ux1x96a8s https://uphold.com/signup?referral=1b... https://www.swanbitcoin.com/wealth Interest Bearing https://www.gemini.com/share/987weayh7 https://blockfi.com/?ref=1d6bc32d https://celsiusnetwork.app.link/11024... https://voyager.onelink.me/WNly/refer... https://nexo.io/ref/smwmo2ecec?src=io... Earn Free Bitcoin https://freebitco.in/?r=41976256 https://getpei.app.link/invite?code=8... https://use.foldapp.com/r/PWWA4LLL Filing Taxes http://cryptotrader.tax?fpr=wealth (http://cryptotrader.tax/?fpr=wealth) https://cointracking.info?ref=W702955 (https://cointracking.info/?ref=W702955) (00:00 - 01:03) Opening Segment -Introduction (01:03 - 07:28) DIY Investing vs Professional Management - Alpesh talks about do-it-yourself investment - He also talks about Cons of DIY investing - Also he talks about professional management - Is there a middle ground? (07:28 - 08:29) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs
This is part 2 of my conversation with Joseph Jackson. Joseph Jackson has been serving in The United States Marine Corps. for the last 20 years. The skills he has developed through his military experience are integral to starting a new business. Leadership, Work ethic, Discipline, Integrity, thriving under pressure, and the ability to prepare for the unexpected. He oversees the on-site development of mobile home and RV Parks. He currently owns 2 mobile home parks with a total of 58 lots. In this episode, Joseph discusses mobile parks versus modular multi-family housing. One of the main selling points for these communities is that they are often furnished, which makes them more appealing to potential buyers. There are many mobile home parks that offer short-term rentals, which makes it easy for people to get a vacation rental without having to worry about the complex process of finding and owning a property. To learn more about Joseph and his work, listeners can visit his LinkedIn! [00:01 - 09:40] Managing A Modular Multi-Family Housing Joseph mobile home parks versus modular multi-family housing Managing mobile home parks as compared to modular multi-family housing [09:41 - 17:10] Running A Modular Multi-Family Housing With Professional Management Companies Modular multi-family homes can be a good option for people who want to live in a smaller space The evolution of the trailer park industry Professional management companies and smaller management companies are run by individuals who live in the homes There are a variety of mobile home parks with different amenities, including laundry faculties Some mobile home parks have swimming pools, while others have ball fields, soccer fields, and other amenities [17:11 - 21:37] Closing Segment Joseph recommends real estate investors diversify their holdings to reduce risk, and learn about new asset classes such as short-term rentals through an internship or brokerage To learn more about Joseph, listeners can visit his LinkedIn! Tweetable Quotes: “If you own the mobile home and you're just leasing your own mobile home to them, then it's rinse and repeat.” – Joseph Jackson “I'm going to real estate. And that's what really made me jump into that cause. I didn't want to do the whole nine to five anymore.” – Joseph Jackson Connect with Joseph through his: LinkedIn: Joseph Jackson LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.
Do you fully realize your full potential and breadth of experience? Are you encouraged to seek new experiences and opportunities within your purview? These are the questions answered by my next guest Alvin “Joe” D'Angelo.To possess a long-lasting successful career you must have a playbook that outlines your steps to succeed Says D'Angelo. He has written a book to help healthcare executives to gain a competitive edge and reach their full potential.He understands the power of mentors, complacency in career and business, and why you need to have a clear focus for upward mobility. He understands that growth comes with patience and challenging yourself to keep learning.Alvin J. D'Angelo is a highly qualified and experienced healthcare/engineering professional with over 7 years of applicable experience in the areas of project management, quality assurance, process engineering, health information technology, and financial management. Professional, dependable, and service-oriented, Alvin offers a unique combination of creativity and analytical skill with the ability to assess both vantage points for creating practical solutions to complex technical issues involving internal and external stakeholders. Mr. D'Angelo's prior educational and professional background has provided him with a solid foundation in the sciences and mathematics. This has afforded him the opportunity to apply and utilize various problem-solving techniques while gaining practical experience in positions that require extensive knowledge in the areas of but not limited to Production and Data Analysis, Professional Management, and Critical Decision Making. Additionally, Mr. D'Angelo is a graduate of the prestigious Johns Hopkins University where he completed his Masters of Engineering in Systems Engineering. Alvin currently serves as the Vice Preside of Operations for John Hopkins hospital, where he leads a team of healthcare systems engineers, nurses, and analysts, while also providing direct support to the Executive Leadership Team of Duke Raleigh Hospital. He has served in several key leadership capacities at Emory and Duke University Health System, where he provided leadership and operational oversight for multiple hospital-based surgical clinics that included 18 different specialties and subspecialties.Joe received his formal education from the University of South Carolina where he graduated from the Norman J. Arnold School of Public Health, obtaining a Bachelor of Science degree in Biomechanics and Exercise Physiology, shortly followed by a Master of Healthcare Administration. As a firm believer in STEM, Joe later earned a Master of Science in Systems Engineering from Johns Hopkins University, where he graduated with Honors. He has also completed advanced training and certification as a Lean Six Sigma Green Belt practitioner and a Kaizen – Rapid Improvement Event (RIE) Facilitator, both from North Carolina State University.A recipient of many professional awards and recognitions, Joe is an active member and Fellow of the American College of Healthcare Executives (FACHE) and the Parliamentarian and Executive Board member for the National Association of Health Services Executives (NAHSE) – Atlanta Chapter. In 2021, Joe became a published author with the release of his book ‘From Wishing To Winning - 21 Approaches to Unleashing Long Lasting Success.In his spare time, he enjoys traveling with his family to different countries, writing, DIY projects, and spending time with close friends and family. Above all, Joe governs his life by Matthew 6:33 and is a firm believer in the quote "Start where you are. Use what you have. Do what you can." - Arthur Ashe Let US Welcome Alvin “Joe” D'Angelo to the Follow the Brand Podcast Where we are building a 5 STAR Brand That You Can Follow!
Glendale City Administrator Benjamin DeClue says that the St. Louis region has “become a poster child for political corruption.” To solve that problem, he argues, St. Louis and St. Louis County should adopt a council-manager form of government.
Marck, is Founder and CEO of SBD Housing Solutions, a Real Estate Investment firm based in the Kansas City area. He has been investing in real estate since 2002 and has successfully flipped over 1,800 homes in the United States of America. His property management firm now manages over 650 rental homes. Marck's investment firm specializes in delivering quality rental investment opportunities to passive investors looking to deploy their capital outside of the stock market into alternative investments. The SBD team's mission is to help investors deploy $1 billion into Real Estate by 2030. He also loves to invest in multifamily apartment complexes and has successfully raised over $10mill to deploy into assets through the Midwest. His expertise is wide and diverse. Marck's Beliefs In Real Estate include: 1. Real estate is a safe investment vehicle. 2. Rental real estate is a long term play – so start early! 3. Real estate is best done at scale - so buy as much as possible. 4. Good Real estate should never be sold. 5. Real estate provides great tax benefits. 6. Real estate investments can always be cash flow positive. 7. Good Real estate can handle 80% leverage, if needed. 8. SFR Real estate is less impacted in a downturn. 9. Real estate is a basic necessity (e.g. food and shelter!) 10. Professional Management decreases the 2 biggest killers of cash flow - vacancy and maintenance. As a company they keep to a small group of core values. Accountability, Commitment, Communication, Professionalism, and Quality.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show
Marck, is Founder and CEO of SBD Housing Solutions, a Real Estate Investment firm based in the Kansas City area. He has been investing in real estate since 2002 and has successfully flipped over 1,800 homes in the United States of America. His property management firm now manages over 650 rental homes. Marck's investment firm specializes in delivering quality rental investment opportunities to passive investors looking to deploy their capital outside of the stock market into alternative investments. The SBD team's mission is to help investors deploy $1 billion into Real Estate by 2030. He also loves to invest in multifamily apartment complexes and has successfully raised over $10mill to deploy into assets through the Midwest. His expertise is wide and diverse. Marck's Beliefs In Real Estate include: 1. Real estate is a safe investment vehicle. 2. Rental real estate is a long term play – so start early! 3. Real estate is best done at scale - so buy as much as possible. 4. Good Real estate should never be sold. 5. Real estate provides great tax benefits. 6. Real estate investments can always be cash flow positive. 7. Good Real estate can handle 80% leverage, if needed. 8. SFR Real estate is less impacted in a downturn. 9. Real estate is a basic necessity (e.g. food and shelter!) 10. Professional Management decreases the 2 biggest killers of cash flow - vacancy and maintenance. As a company they keep to a small group of core values. Accountability, Commitment, Communication, Professionalism, and Quality.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show
Have you ever felt in your job hunt that you're being judged on something that doesn't even represent who are you? Or at best, it only represents a very small part of the whole you. And yet “woke” companies are claiming to want employees to bring their “whole selves” to work.I'm saying it out loud: resumes are a terrible tool for hiring, on both the recruiter and the candidate's side. There are a million reasons why, but one that really stands out is what a racialized job seeker said to me in the last episode. They said, “the resume doesn't represent who I am.”So I was ecstatic to meet a fellow resume rebel in Allie Knull. Allie is the Founder and CEO of ResumeFree™, is a former recruiter, and is “absolutely disgusted” with resumes.Companies, employers, recruiters – if you mean it when you say you want more diversity in your organization – then please listen to why a tool that was created in the 1950's, by a workforce of primarily white men, is not going to get you there.Are you ready? Put your JEDI Visionary lenses on, and let's go!In this episode, you'll learn:A better way to screen job candidates without using resumesWhy keyword searches and AI (artificial intelligence) are harmfulWhat to watch out for if using tests and assessmentsHow to create data and metric based decisions in hiringFull transcript available here.Are you looking for job search and career coaching?As a racialized, recovering recruiter, I'm here to
How might we help ourselves and others be more willing to express our creativity? In this episode of the Fueling Creativity podcast, Dr. Cyndi Burnett and Dr. Matthew Worwood speak with Dr. Caroline Brookfield, a veterinarian, researcher, and stand-up comedian who delights in using humor and immersive experiences, backed up with research, to sway the most reluctant creative. Today, the dynamic trio delves into Caroline's experience melding the worlds of veterinary medicine, comedy, and creativity. They also talk about the relationship between multi-passionate creatives and reluctant creatives. For some of us, there is a desire or need to explore as many interests as we possibly can. Hence, the terms multi-passionate and multiple potentialities. For reluctant creatives, there is a resistance to acknowledging or expressing their creativity. Listen in to learn the benefits of embracing your creativity and how to tap into it for future success. Caroline shares her science-based approach to exciting people about creativity and how teachers can use it to encourage students who say they're not creative to express their creativity. She also highlights various creative thinking skills for dealing with judgement around what students, parents, and administration will think about integrating creativity and risk-taking into the classroom. “Over the last 10-15 years, I kept getting drawn into these creative endeavors, like acting classes or trying stand-up comedy or building businesses, and it took me a long time to connect the dots and realize it's all about expressing my creativity.” - Dr. Caroline Brookfield Caroline's Tips for Teachers and Parents: Try to incorporate more M's for Maybes. School can be very black and white at times, so try to build in ambiguity to your lessons. Edit later! Just try something new. Nobody is really going to care about what you do if the stakes are low. Take time to regularly relax and turn things off. We need you so take care of yourself. “You actually don't have to even be good at what you do creatively to get the benefits of it.” - Dr. Caroline Brookfield Resources Mentioned: Read Caroline's New Book: The Reluctant Creative! Listen to the episode with Dr. Sally Reis Listen to the episode with Natalie NixonListen to the episode with Jeffrey Davis Listen to the episode with Wendy Ross Listen to the episode with Jonathan Plucker Eager to bring more creativity into your home or classroom? Access a variety of creativity resources and tools & listen to more episodes of The Fueling Creativity Podcast by visiting our website, www.CreativityandEducation.com. Subscribe to our monthly newsletter! You can also find The Fueling Creativity Podcast on Apple Podcasts, Spotify, Audible, and PodBean! Make sure to rate, review, and share the podcast if you enjoy it! About Dr. Caroline Brookfield: Caroline believes that if everyone took small, unconventional actions to embrace their creativity, we could change the world. Veterinarian, researcher, and stand-up comedian, she delights in using humor and immersive experiences, backed up with research, to sway the most reluctant creative. Benefits range from personal physical and emotional results to organizational success. Caroline presents convincing evidence of the ROI of creativity for individuals and organizations, expressed in her passionate yet lighthearted and engaging style. She is always up for a challenge, like learning guitar, rock climbing, getting her kids to eat vegetables, surfing, meditation retreats with sniper rifles. You know, the usual stuff. Caroline received honors for her veterinary degree from the Ontario Veterinary College, is a certified level 2 Creative Problem Solving facilitator, and holds a Certificate of Professional Management from the University of Calgary, where she lives, Her lectures go unheeded by her family. The dog listens, sometimes. Visit Caroline's website Connect with her on LinkedIn Follow her on Instagram
Today my guest is Dr. Caroline Brookfield. Caroline is a Creativity Speaker, Veterinarian, and Author! Caroline believes that if everyone took small, unconventional actions to embrace their inherent creativity, we could change the world. Caroline dances on the line between art and science, thrilled to discover that we don't have to choose. Veterinarian, researcher, and stand-up comedian, she delights in using humor and immersive experiences, backed up with research and data, to sway the most reluctant creative. She is always up for a challenge, like learning guitar, rock climbing, getting her kids to eat vegetables, surfing, meditation retreats with sniper rifles. You know, the usual stuff. Caroline received honors for her veterinary degree from the Ontario Veterinary College, is a certified level 2 Creative Problem Solving facilitator, and holds a Certificate of Professional Management from the University of Calgary, where she lives, Her lectures go unheeded by her family. The dog listens, sometimes. Find more at www.carolinebrookfield.com and www.ericbrooker.com
In this episode, I had the pleasure of interviewing Dr. Caroline Brookfield.BiographyCaroline believes that if everyone took small, unconventional actions to embrace their creativity, we could change the world. Speaker, veterinarian, and stand-up comedian, she delights in using humor and immersive experiences, backed up with research and data, to sway the most reluctant creative. Creativity is so much more than art. She is always up for a challenge, like learning guitar, rock climbing, getting her kids to eat vegetables, meditation retreats with sniper rifles. You know, the usual stuff. A late diagnosis of ADHD explains her deep distaste for irrelevant and pointless drivel. Caroline graduated from the Ontario Veterinary College, is a certified level 2 Creative Problem Solving facilitator, and holds a Certificate of Professional Management from the University of Calgary, where she lives, Her lectures go unheeded by her family. The dog listens, sometimes. Key Takeaways:You are creative, even if you have no artistic ability. Engaging your unique style of possibly weird creativity will make us a better person.Contact InformationWebsitewww.carolinebrookfield.comFacebook https://www.facebook.com/drcarolinebrookeldInstagramwww.instagram.com/artfulscienceLinkedIn https://www.linkedin.com/in/caroline-brookeld/
We're continuing our series on common portfolio wisdom where we're examining things that have often been said and looking at it to see if it's really true or a half-truth. What we're covering today is whether professional management always equals better returns. A professional singer is always going to be better than me. We think because we have professional management, we're going to get better returns. But the fact of the matter is that that doesn't always work. There are always different market strategies like modern portfolio theory or all these different tactical management strategies and they all do well in certain markets, but the truth is that it doesn't really matter. It's market trends that matter. View Article
Today we dive into how to handle uncertainty using Creativing with our guest Caroline Brookfield. Caroline is a speaker who is passionate about using creativity in traditionally non-creative fields. Her no-nonsense approach to life, creativity, and taking on new challenges is so inspiring. Caroline believes that if everyone took small, unconventional actions to embrace their inherent creativity, we could change the world. Caroline received honors for her veterinary degree from the Ontario (Canada) Veterinary College, is a certified level 2 Creative Problem Solving facilitator, and holds a Certificate of Professional Management from the University of Calgary, where she lives. In our conversation, we dive into the variety of ways that creativity can help us handle ambiguity and uncertainty, the benefits of creativity to wellbeing in the workplace, and some of the ways that we all use to access creativity when we're feeling stuck. Caroline shares her DANCE Acronym for learning how to access creativity on your own. DANCED - DaydreamA - Ambiguity - facing ambiguity with confidenceN - NoveltyC - Curiosity E - Edit Later Listen in for more details on accessing your creativity.Books and Resources George Land, Creativity Researcher - The Failure of Success Tedx TalksKerryn Fewster, Keynote Speaker - Tolerance as a Key to Ambiguity - Adaptiqminds.com Stephen Pressfield - The War of Art Dr. Caroline Brookfield, Keynote Speaker - Everyday CreativityGuest Social Media LinksInstagram - @artfulscienceFacebook - @artfulscienceproWebsite - www.carolinebrookfield.com LinkedIn - Caroline BrookfieldAbout Jen and JaneJen LangJen believes in the power and wisdom of women's voices. She's a guide for women who want to tune into and align their inner voice so their outer voice can shine; uniting physical, mental, emotional, and spiritual energies into a powerful voice ready to share your message.Jane StarkPassionate about energetic alignment and living life from a place of personal power, Jane is a heart-centered leader, certified health and life coach, and marketing strategist. She leads others to play bigger and feel lighter by helping them see and navigate their blocks and connect more deeply with themselves.Continue the conversation:Instagram: www.instagram.com/wearejenandjane Facebook: https://www.facebook.com/No-Halos-Here-PodcastCommunity: Keep up on all things Jen & Jane:
What types of investments exist, that provide professional money managers to pick what stocks, bonds, real estate should be purchased? Today we talk mutual funds, managed accounts, annuities, REITS, schedule a time on my website to talk about what's right for you! https://www.joshuamauk.com
Hi all,Check out this week's episode of 1% Better with Allison Kreiger Walsh. Allison is a dynamic corporate leader, philanthropist, personal branding expert, and much, much more. Her charismatic leadership and passion for bettering the lives of others, near and far, has inspired thousands of people across the country. She currently serves as the Vice President of Business Development and Branding for Advanced Recovery Systems, a cutting edge, behavioral health care company based in Central Florida. Previously, Allison held several executive and leadership roles in McKenna Walsh Consulting and Professional Management, and UF Health Florida Recovery Center at Orlando Health. Allison has served on multiple local and national nonprofit boards and task forces including the National Eating Disorders Association, Eating Disorders Network of Central Florida, Project Opioid, and Orange County's Heroin Task Force Treatment Committee. She is the founder of Helping Other People Eat (H.O.P.E.), a non-profit organization dedicated to the prevention and treatment of eating disorders. Allison is an author, podcast host, and former Miss Florida. She has been featured in national media outlets and publications including FOX News, Huff Post Live, and programs by Lifetime, PBS and NBC. I hope you enjoy this and please don't forget to subscribe to the ROTG presents channel.Be well,Rob
Thank you for listening to the Leaders, Innovators and Big Ideas podcast, supported by Rainforest Alberta.The podcast that highlights those people who are contributing to and/or supporting the innovation ecosystem in Alberta.Trevor Prentice Trevor Prentice has nearly a decade of experience managing and advising on intellectual property (patents, copyrights, trademarks, trade secrets, commercial agreements), and is the founder and lead Intellectual Property Strategist with IP Link. Trevor has a BSc in Physics, a Masters in Aerospace Engineering, and a Certificate of Innovation and Entrepreneurship from the Michael G. Foster School of Business at the University of Washington. Trevor is refreshingly not a lawyer and as such, he will help you understand and optimize your intellectual property protection strategy from a business perspective.Allie Knull Allie Knull, RPR CPHR Candidate - Bio Allie’s passion for talent management has spanned her eighteen-year career. Although her career started with nation-wide companies, Allie’s recent focus is helping small business owners master their talent management. She has experience in all things human resources related for companies from one to 80,000 employees. Allie is a Chartered Professional in Human Resources (CPHR) Candidate with CPHR Alberta and a Registered Professional Recruiter (RPR) with the Institute of Professional Management. She is a Top Recruiter™ in Canada 2019 Award winner placing 10th overall and currently sits on the NPO Collective board in Edmonton.Please be sure to share this episode with everyone you know. If you are interested in being either a host, a guest, or a sponsor of the show, please reach out.We are published in Google Podcasts and the iTunes store for Apple Podcasts We would be grateful if you could give us a rating as it helps spread the word about the show.Show SummaryIn this episode, Trevor and Allie discuss how Allie “accidentally” got into human resources, how she became an entrepreneur and her opinion of typical resume based hiring processes. We also discussed improved techniques for hiring and getting hired, including some intriguing stats.Show Quote:"Typically speaking, the job postings are only representative of 11% of available jobs. 11.""Dare I say, I think 40 hour work weeks might be done.""Even though I'm still a very outgoing individual, I still get nervous going to networking meetings and I think that's the one thing that people need to understand."Credits...This Episode Sponsored By: Community Now! MagazineEpisode Music: Tony Del DeganCreator & Producer: Al Del DeganSystem Engineering Sponsor: Kris Chase - PODMaster 2020
Elementality for Financial Advisors | Elements of Financial Planning System™
You're part advisor, part entrepreneur. More clients create more stability, but they can also take up all of your available time, leaving nothing for the business. How long can you sustain your growth without a dedicated business manager? In this episode of Elementality, Reese Harper welcomes Justin Copier, Chief Operating Officer at Dentist Advisors, to talk about the start and evolution of their working relationship. You'll hear Reese explain the triggers that put him on the search for another manager, the skill set he was looking for, and things you might consider before pursuing a similar hire for your own business.
Adrienne Jane Burke had a successful career going as a business writer for Yahoo. Then she attended a program Ed Eppley was conducting on Professional Management and soon found herself helping Ed write his book, Let's Be Clear. All of this stirred in her an interest in starting her own business. Today she's the proud owner of Greiser's Coffee and Market in Easton, CT. Listen to the fascinating journey, the way she funded her startup and be inspired!
I've broken the discussion up into three components. Personally, how have I managed thus far, how have I tried to keep sane during this insane time in our lives. Professionally, what did I do when I had to close my business in half a day, with no control, no choice, no support. And how do I intend to resurrect a business of 7 years that has effectively been destroyed. Finally, I touch on how I believe that the world will be changed permanently going forward, we will be scarred by this, and I fear that many people will struggle mentally for a very long time. Note, this is MY EXPERIENCE and MY OPINION, you may agree or disagree, that's ok, we are all having our own individual experience about this. I hope you are safe, I hope you have found a way to continue in business and I hope you enjoy the episode.
Common questions that we get about investment real estate are should I self manage my property or hire professional property management, and should I invest into single family real estate or multi family. Hope this helps! Video version on YouTube! Recorded April 7th 2020 Enjoy! About Kurtis and Matt: Kurtis and Matt are both Real Estate Investors and active Realtors servicing the Tri-City Region in Ontario, Canada. They have a passion for working closely with investors to build and preserve massive wealth in real estate. Co-Founders of the Tri-City Real Estate Investor Club Find us on our Facebook Investor Group and Meetup.com: https://www.facebook.com/groups/2756352651059293/?ref=share https://www.meetup.com/Tri-City-Real-Estate-Investor-Club/ YOUTUBE channel here: The Reitzel Brothers *GO SUBSCRIBE!* :) https://www.youtube.com/channel/UCLL7rUND51bBJtMwwjCKbxQ Instagram https://www.instagram.com/matt.reitzel/ https://www.instagram.com/kurtisreitzel/ Email Matt@JimReitzel.com Kurtis@JimReitzel.com Cell phone number Kurtis - 226-406-3429
In today's episode, we discuss what are the differences between an amateur versus professional real estate management company. Learn how to create financial freedom through passive real estate investing: http://bit.ly/ToolsForFinancialFreedom #property #managament #company
In today's episode, we discuss what are the differences between an amateur versus professional real estate management company. Learn how to create financial freedom through passive real estate investing: http://bit.ly/ToolsForFinancialFreedom #property #managament #company
In this episode, we discussed systems engineering, management and thinking as it applies to businesses and entrepreneurs. DJavon Alston, the son of Raymond and Tonita Alston, was born and raised in Durham, NC. He is a graduate of North Carolina A&T State University with a BS in Industrial Engineering in 2009 and a MS in Industrial & Systems Engineering in 2011. DJavon currently resides in Newport News, Virginia and is employed as a Senior Systems Engineer with E&M Technologies working as a defense contractor with the US Air Force. He is the Founder, President, and Chief Executive Officer of The Phoenix Professional Network, a members-only, invite-only professional networking company that provides membership to professional like-minded adults working to progress their careers, achieve personal goals, and take next-level action to propel and expedite progress for our people. He is also the Managing Owner of D.R. Alston Personal & Professional Management, a management firm dedicated to the personal/professional development and business management of an artist or business. He uses “systems thinking” leadership, accompanied with a get-the-job-done, go-getter mentality, along with Systems Engineering tools such as action planning, risk and opportunity management, and knowledge management to oversee the careers and businesses of the client. Mr. Alston's #1 passion is mentorship, and he takes pride in passing on the knowledge he's received and experience he's gained to his mentees. He believes in utilizing your network and capitalizing off of what you're good at. He's all about surrounding himself with positive energy, developing mutually-beneficial partnerships, and BUILDING. --- Support this podcast: https://anchor.fm/melanin-people/support
We are honored to welcome the President and Chair of the 2019 American Health Information Management Association (AHIMA) Board of Directors, Valerie Watzlaf, Ph.D. to this edition of Talk Ten Tuesdays. Dr. Watzlaf is vice chair of education and associate professor within the Department of Health Information Management (HIM) in the School of Health and Rehabilitation Sciences (SHRS) at the University of Pittsburgh. She also holds a secondary appointment in the Graduate School of Public Health. In those capacities, she teaches and performs research in the areas of HIM, epidemiology, quality improvement, statistics, and long-term care. Welcome, Dr. Watzlaf.This broadcast will also feature these other segments:The ICD-10 Coding Report: Chronic conditions have been in the news lately and Laurie Johnson reports on the ten most expensive conditions with regards to ICD-10 codes as well as clinical documentation and HCC impacts. Johnson is a nationally recognized coding authority and senior healthcare consultant at Revenue Cycle Solutions, LLC.News Desk: Timothy Powell, a compliance expert, and ICD10monitor national correspondent anchors the Talk Ten Tuesdays News Desk.RegWatch: Leading healthcare technology consultant Stanley Nachimson returns with his popular segment, through which he reports on the latest regulatory changes coming out of Washington, D.C.GuestTalk: Holly Louie, past president of the Healthcare Business and Management Association and the compliance officer for Professional Management, Inc. (PMI), will report on healthcare billing issues that have captured her attention of late.Click here to view the link mentioned by Stanley Nachimson in his segment RegWatch
Knowing how to distinguish new patients from established patients, apart from ensuring that coding guidelines are being followed, enables you to be reimbursed for the additional work that new patient visits warrant. Moreover, in some cases, not distinguishing new patients from established patients can amount to shortchanging yourself, as you will learn during this edition of Talk Ten Tuesdays, when Terry Fletcher returns to the broadcast to report on evaluation and management (E&M) coding.Other segments to be featured on the broadcast include:The I 10 Coding Report: Yellow fever has been reported in the Americas, and this can be prevented – a warning for people who are planning trips to the Caribbean or Latin America. Nationally recognized coding authority Laurie Johnson, senior healthcare consultant at Revenue Cycle Solutions, LLC, reports on this new travel advisory.News Desk: Timothy Powell, compliance expert and ICD10monitor national correspondent, anchors the Talk Ten Tuesdays News Desk.Dateline Washington: Talk Ten Tuesdays legislative analyst Rhonda Taller has the latest news coming out of Washington, D.C. Rhonda is a member of the HIMSS professional development committee.Tuesday Focus: Sepsis 2 versus Sepsis 3 The Healthcare Association of New York State (HANYS) and Greater New York Hospital Association (GNYHA) were scheduled to meet with New York’s Department of Health (DOH) on Feb. 12 to discuss the health plans' continued use of the Sepsis 3 definition for reviewing claims. New York continues to use the Sepsis 2 definition. Dennis Jones, the administrator of patient financial services for Montefiore Nyack Hospital, reports on the backstory.Guest Talk: Holly Louie, past president of the Healthcare Business and Management Association and the compliance officer for Professional Management, Inc. (PMI), reports on healthcare billing issues that have captured her attention of late.
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including: The history and background of Coastal Bridge Advisors and Sand Hill Global Advisors How their personal experiences affect their current roles in their respective firms How Jeff and Tony handle inevitable challenges that come with the growth their firms have experienced Tony dives deeper into Sand Hill Global Advisors’ millennial hiring campaign Jeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancy How their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firms And finally, what makes for a successful day in their roles? We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. To read Matt’s introductory blog post, please click here.
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including: The history and background of Coastal Bridge Advisors and Sand Hill Global Advisors How their personal experiences affect their current roles in their respective firms How Jeff and Tony handle inevitable challenges that come with the growth their firms have experienced Tony dives deeper into Sand Hill Global Advisors’ millennial hiring campaign Jeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancy How their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firms And finally, what makes for a successful day in their roles? We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. To read Matt’s introductory blog post, please click here.
I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry. This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms. We plan to highlight operational best practices and the benefits that professional management can bring to an RIA. Our inaugural guests will be the COOs most recently highlighted in PFI Advisors’ white paper, “Exploring the Benefits of Professional Management for RIAs – A Deeper Look into Chief Operating Officers:” Gary T. Bonner of Avalon Advisors, Jeff Fuhrman of Coastal Bridge Advisors, Michael Lee of LourdMurray, and Anthony Craun of Sand Hill Global Advisors. We view this podcast as a natural extension of our core mission here at PFI Advisors: To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients. With the goal of shedding light on the tremendously important work COOs perform every day in the trenches, this podcast is a bit of a passion project of mine, as I have seen throughout my 20-year career in financial services that operations professionals are widely viewed as “cost centers” and not “revenue generators” within sales organizations. Industry luminaries such as Mark Tibergien, David Canter, and Philip Palaveev have been advocating for the professionalization of our industry for some time, and we intend to demonstrate that without leveraging a Chief Operating Officer, RIAs cannot achieve the organic or inorganic growth initiatives they set for themselves. We strongly believe that COOs are needed to free the owners of these organizations from the daily minutiae of running a business. As Jeff Fuhrman said during his interview for our recent white paper, “It’s the Chief Operating Officer’s duty to be in the wings, supporting the role of the advisor. Leave the management of the firm to the COO, and they will make sure advisors get what they need so they can do the most effective job for their clients.” We at PFI Advisors are declaring 2019 as the “Year of the COO” in the RIA Industry and aim to spend the year illuminating the hard work successful Chief Operating Officers bring to their respective firms through The COO Roundtable. Our featured COOs will discuss how they overcome challenges pertaining to the day-to-day administration of their firms; how they maintain a holistic view of their organization’s culture; how they drive workflow improvements; and how they navigate the human resources element of being a COO, all at once.
I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry. This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms. We plan to highlight operational best practices and the benefits that professional management can bring to an RIA. Our inaugural guests will be the COOs most recently highlighted in PFI Advisors’ white paper, “Exploring the Benefits of Professional Management for RIAs – A Deeper Look into Chief Operating Officers:” Gary T. Bonner of Avalon Advisors, Jeff Fuhrman of Coastal Bridge Advisors, Michael Lee of LourdMurray, and Anthony Craun of Sand Hill Global Advisors. We view this podcast as a natural extension of our core mission here at PFI Advisors: To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients. With the goal of shedding light on the tremendously important work COOs perform every day in the trenches, this podcast is a bit of a passion project of mine, as I have seen throughout my 20-year career in financial services that operations professionals are widely viewed as “cost centers” and not “revenue generators” within sales organizations. Industry luminaries such as Mark Tibergien, David Canter, and Philip Palaveev have been advocating for the professionalization of our industry for some time, and we intend to demonstrate that without leveraging a Chief Operating Officer, RIAs cannot achieve the organic or inorganic growth initiatives they set for themselves. We strongly believe that COOs are needed to free the owners of these organizations from the daily minutiae of running a business. As Jeff Fuhrman said during his interview for our recent white paper, “It’s the Chief Operating Officer’s duty to be in the wings, supporting the role of the advisor. Leave the management of the firm to the COO, and they will make sure advisors get what they need so they can do the most effective job for their clients.” We at PFI Advisors are declaring 2019 as the “Year of the COO” in the RIA Industry and aim to spend the year illuminating the hard work successful Chief Operating Officers bring to their respective firms through The COO Roundtable. Our featured COOs will discuss how they overcome challenges pertaining to the day-to-day administration of their firms; how they maintain a holistic view of their organization’s culture; how they drive workflow improvements; and how they navigate the human resources element of being a COO, all at once.
Ed Eppley The Higher Up the Ladder, the More the Game Changes Leadership is one of the most arduous challenges you will ever accept. On its surface, leadership is thought of as directing people to a common goal. It is, yet so much more. In today’s podcast, Steve has a conversation with Ed Eppley, the author of Let’s Be Clear: 6 Disciplines of Focused Management Pros, who discusses six management disciplines that are essential for every leader who moves up the ladder to understand and master. Mindsets need to change, mature and evolve time, as does the leader’s skills, efforts and results. Focus is on outcomes, not on how hard everyone is working. How effective are you being as a leader? Listen to the two men talk and decide for yourself. Learn more about Ed Eppley and his work by clicking here. You can also download the first chapter of his book, Let's Be Clear: 6 Disciplines of Focused Management Pros, by clicking here. Click here to check out our newest leadership development tool – LEAD – Leadership Education and Development Steve Caldwell is an executive mentor and coach to managers and leaders who desire to excel in their career and become the leader others want to follow. Steve is a leadership expert, host of the Manager Mojo podcast and author of the book Manager Mojo – Be the Leader Others Want to Follow. (www.ManagerMojo.com) Steve also coaches his followers not only on how to become great leaders, but how to effectively coach and lead their employees to find satisfaction and fulfillment from their jobs and life. Having started his work career at the savvy age of 13, Steve is also currently CEO of Predictive People Analytics based in San Francisco, CA, a firm specializing in helping leaders increase sales, reduce turnover, and attract key talent. (www.PredictivePeopleAnalytics.com)
A lot of our listeners in Grand Rapids might know Bruce Vander Vennen as the President of Jack's Lawn Service and Snowplowing. But what you may not know is that Bruce is also a successful rental property owner with 108 units in single-family, multi-family and condos in Kentwood, Grand Rapids, and Muskegon, Michigan. Today on our show, Bruce shares how he began his portfolio, the problems he faced along the way, and the new market he started investing in six months ago. Bruce also shares his story of a condo he picked up at tax auction that was not what he expected it to be, the Memorial Day Weekend he spent cleaning a sewage backup in the basement of one of his properties, and how that experience lead to his decision to hire professional 3rd party management. There's a lot of great content in today's conversation. Please take a moment to go to itunes to 'subscribe, rate & review'! You can contact Bruce through his website. If you're an RPOA member you can receive 20% off of your lawn care & snow plowing services. https://www.jackslawn.com/
Lawrence Tech Addresses Need for Professional Management at Nonprofits January 16 2012 - Lawrence Technical University offers a graduate certificate and MBA concentration in nonprofit management and leadership.
Nazim Rashid, has been helping communities, organizations and individuals regain their sense of power, control and self-esteem since 1978. His particular interests have covered a wide array of fields. He has served the community as a Counselor in the fields of mental health, substance abuse and the previously incarcerated. He has served as a Trainer creating a Teen Educators= model, mentoring and training adolescents in the areas of Conflict Resolution, Listening and Communications Skills, Drug Recovery using the 12 Step approach, Peer Counseling techniques and establishing support groups. These trained youth received additional training to then train and teach other youth to become trainers themselves. Nazim has also served as a Teacher for the severely emotionally disturbed adolescents, autistic children and adults and private music students. He has additionally served as a Consultant working with organizations and schools.He has been operating as the CEO of his consulting firm, ANazim Rashid Consulting,@ since 1993, certified by San Francisco Community Board for Conflict Resolution Training, recently recognized by the International Whos Who of Professional Management for his work with the youth and is currently in their 2001 directory. He serves as a Consultant, Life Coach, Personal Development Specialist, Workshop Facilitator and Motivational Enthusiast. He also has to his credit his first publication, curriculum and training manual entitled Young Fathers= Life Skills Curriculum and Facilitators Guide. His second publication entitled, Reconnected – How To Be A Mentor To Your Child-Self, focuses on repairing emotional wounds experienced in childhood while learning valuable personal development skills.
Nazim Rashid, has been helping communities, organizations and individuals regain their sense of power, control and self-esteem since 1978. His particular interests have covered a wide array of fields. He has served the community as a Counselor in the fields of mental health, substance abuse and the previously incarcerated. He has served as a Trainer creating a Teen Educators= model, mentoring and training adolescents in the areas of Conflict Resolution, Listening and Communications Skills, Drug Recovery using the 12 Step approach, Peer Counseling techniques and establishing support groups. These trained youth received additional training to then train and teach other youth to become trainers themselves. Nazim has also served as a Teacher for the severely emotionally disturbed adolescents, autistic children and adults and private music students. He has additionally served as a Consultant working with organizations and schools.He has been operating as the CEO of his consulting firm, ANazim Rashid Consulting,@ since 1993, certified by San Francisco Community Board for Conflict Resolution Training, recently recognized by the International Whos Who of Professional Management for his work with the youth and is currently in their 2001 directory. He serves as a Consultant, Life Coach, Personal Development Specialist, Workshop Facilitator and Motivational Enthusiast. He also has to his credit his first publication, curriculum and training manual entitled Young Fathers= Life Skills Curriculum and Facilitators Guide. His second publication entitled, Reconnected – How To Be A Mentor To Your Child-Self, focuses on repairing emotional wounds experienced in childhood while learning valuable personal development skills.
© 2020-2026 Ivy Podcast Discovery LLC
