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In this episode, we dive into the unique financial challenges law firm owners face with Ben Hockema, CFP®, Founder and Lead Financial Advisor at Illuminate Wealth Management. As an award-winning Certified Financial Planner, Ben's work has been featured in The Wall Street Journal, The New York Times, and other leading publications. Ben is on a mission to help law firm owners and other business professionals move past the shame-based marketing that dominates the financial industry and replace money stress with clarity, confidence, and control. Through thoughtful strategy and education, he helps his clients build financial systems that support both their firms and their personal lives. Hit play to discover: Why running a law firm according to strong financial principles is harder than it looks. What the "Profit First" system is and which law firms benefit most from it. How bookkeeping and accounting for law firms differ from other businesses. From cash flow management to long-term planning, Ben explains how to identify where to spend, where to save, and how to design a financial roadmap aligned with your goals, values, and vision for the future. To learn more about Ben and his work, visit Illuminate Wealth Management now!
Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this Insider's Access episode of the Grow My Accounting Practice podcast, hosts Ron Saharyan, Liz Szporn, and Mike Michalowicz explore what it takes to scale advisory services in 2026 without burning out. They challenge firm owners to make the "CEO Pivot," stepping out of the technician role and into true leadership, even in an AI-driven world. The conversation highlights why empathy and human connection have become competitive advantages as automation takes over precision work. The hosts unpack how to price and position advisory through a Tiered Service Model, why burnout persists even when Profit First is in place, and how firms must shift from reporting on the past to guiding clients toward the future. The episode also addresses avoiding shiny object syndrome with tech, letting go of the wrong clients to grow into the CEO role, and building scalable teams of "Guides" so advisory doesn't rely solely on the owner. They close by defining the firms that will thrive in 2026: those that combine the Profit First mindset with critical thinking, human connection, and intentional leadership. Website:https://profitfirstprofessionals.com/ LinkedIn:https://www.linkedin.com/company/profit-first-professionals Facebook:https://www.facebook.com/ProfitFirstProfessionals/ Instagram:https://www.instagram.com/proud_to_be_profitable TikTok:https://www.tiktok.com/@profitfirstpros YouTube:https://www.youtube.com/@ProfitFirstProfessionalsInc. Corporate Partner:People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
Rising inflation has turned everyday expenses into a constant source of stress, leaving millions of people stuck living paycheck to paycheck and wondering if they'll ever feel truly "okay" with money. While traditional budgeting plans promise control, they often deliver guilt and overwhelm instead. That's why I'm excited to be joined by Mike Michalowicz, bestselling author of 11 financial books, including the mega-bestseller Profit First, to talk about his newest book, The Money Habit: The Worry-Free Way to Financial Independence. Mike's helped over a million people build real financial peace, and in this conversation, he breaks down what "financial independence" actually means and why the "financial freedom" fantasy can leave you feeling disappointed. We talk about why most people are naturally wired to spend their paycheck fast (and the surprising behavioral science behind it), why budgeting fails for so many people, and the simple "behavioral intercept" that makes managing money feel almost automatic. Mike walks through his foundational account system—how to split your money into clear, purpose-driven buckets so you always know what you can spend, what you're saving, and what's already protected. And make sure you listen until the end, because Mike explains how to get started even if you're living paycheck-to-paycheck or drowning in credit card debt that instantly creates clarity, control, and momentum without requiring you to become a "money person" overnight. KEY TAKEAWAYS The Money Habit For Financial Independence "Never Worry" (About Managing Money) Why These Methods Work for Anyone Making More Money Doesn't Solve Problems Why We're Wired To Spend Paychecks The Six Foundational Bank Accounts A Tip For Your Mini-Luxury Account Why Budgeting Fails Most People How To Get Started If You're Broke Tips for Tackling Debt Issues How to Address Your Biggest Financial Concerns Where To Get Mike's New Book, The Money Habit Get The Full Show Notes To get full access to today's show notes, including audio, transcript, and links to all the resources mentioned, visit MiracleMorning.com/623 Subscribe, Rate & Review I would love if you could subscribe to the podcast and leave an honest rating & review. This will encourage other people to listen and allow us to grow as a community. The bigger we get as a community, the bigger the impact we can have on the world. To subscribe, rate, and review the podcast on iTunes, visit HalElrod.com/iTunes. Connect with Hal Elrod Facebook Twitter Instagram YouTube Copyright © 2026 Miracle Morning, LP and International Literary Properties LLC
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationIf you feel like you're working around the clock only to watch leads slip through your fingers, we need to talk. This week, I'm breaking down how to stop letting your automated "systems" act as a barrier to your profit and how to start leading your sales with the confidence and connection your premium services deserve. The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/sales-funnel-bleeding-cash/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
If your revenue is growing but your profit isn't, your business isn't scaling—it's sinking. In this episode, I break down why “growth at all costs” is one of the most dangerous mindsets for business owners and how I learned that lesson the hard way while scaling a high-volume real estate company.I walk through why revenue alone doesn't create freedom, how hiring, systems, and expansion can quietly kill your margins, and what it actually takes to grow profitably. We talk about building profit into the business from the start, using systems like Profit First, and why focusing on what you keep—not just what you make—is the only way to scale without burning out or going broke.Timeline Highlights:[0:00] Why growing revenue without profit is a losing strategy[0:47] Scaling deal volume fast—and why the bottom line never showed up[1:27] The difference between making money and building a real business[2:07] Why “I want to scale” usually means “I want more freedom”[2:56] How hiring and growth can quietly destroy profit margins[3:36] Why higher revenue doesn't automatically mean higher profit[3:58] What actually protects your bottom line as you scale[4:23] Why Profit First forces profitability into your business[5:38] Why bookkeepers and CPAs don't protect margins[6:10] Using systems and accountability to scale profitably[7:54] Revenue is vanity, profit is sanity, and cash is king[9:24] Why intentional cash allocation is required to grow[10:05] The real reason business owners feel broke as they scaleKey TakeawaysRevenue growth without profit is not real scaling.Freedom comes from what you keep, not what you make.Hiring and expansion must be planned around profitability.Profit must be designed into the business—not hoped for later.Systems like Profit First force discipline as revenue grows.Scaling profitably requires focus, structure, and accountability.Without intentional cash allocation, growth will control you.Links & ResourcesBook a free discovery call and get help scaling profitably: profitrei.comClosing:Thanks for spending time with me today. If this episode helped you rethink how you grow your business, make sure to follow the show, leave a review, and share it with another business owner chasing growth. And if you're ready to scale revenue and protect your profit with real guidance and accountability, visit profitrei.com and book your free discovery call to start building financial clarity and freedom.
Succession planning isn't just about paperwork—it's about trust, timing, and knowing when to let go. Susan Kussin Tompkins shares her 32-year journey at Kent Countryside Nursery & Landscaping, from unexpected tragedy to a proud, intentional transition. She discusses implementing Profit First across two revenue streams, using winter downtime strategically, and why starting succession conversations earlier make everything easier. This is real talk from a business owner who's preparing to watch her legacy thrive in the next generation's handsToday's Podcast is brought to you by Spartan Digital Marketing
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationI have a question for you: if your bookings doubled tomorrow, would your business soar or would it completely snap? Most of us are stuck in the "hustle" trap of undervaluing our time, but more bookings won't fix a broken system—they'll only expose it.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/break-your-wedding-business-scaling/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with. =========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
As therapists, most of us were never taught how to run a business—let alone how to manage money, payroll, hiring, or leadership in a way that's both ethical and sustainable.Licensed therapist and group practice owner Gordon Brewer and I talk openly about money mindset, generosity, boundaries, hiring mistakes, and what it really takes to create a financially sustainable group practice without burning yourself out or sacrificing quality of care.If you identify as a people-pleaser, an over-giver, or a “nice” leader who are quietly paying the price for unclear boundaries, this episode is for you.Gordon opens up about what didn't work when building his group practice, what had to change, and how learning to lead with clarity—rather than guilt—ultimately benefited both his team and his business.“Being kind means setting expectations and boundaries, so people know what to expect. Being nice often means avoiding those conversations—and that's where things fall apart.” — Gordon BrewerMistakes Made and Lessons Learned: Building a Sustainable Group PracticeGordon shares how over-giving with compensation, avoiding hard conversations, and underestimating the importance of clear financial systems led to stress and instability in his practice. Through hiring missteps, money mindset work, and implementing Profit First, he learned that sustainable leadership requires clarity, boundaries, and a willingness to course-correct.(00:04:16) Gordon's Journey to Owning a Group Practice and Hosting a Podcast(00:09:37) Sustainability Over Generosity: Lessons in Business(00:13:08) Navigating Money Stigma in Group Practice Ownership(00:17:51) Money Management and Hiring Lessons(00:20:05) How Boundaries and Values Shape Your Success with Finances(00:23:39) Parenting: Commands Disguised as Questions(00:27:03) Employee Benefits vs. Contracting(00:31:07) Planning for Financial Stability and Rebuilding a Sustainable Practice(00:36:43) How to Avoid Over-Giving in Your Private PracticeBuilding a Practice That's Generous and SustainableGordon's reflections highlight a truth I see again and again in my work with therapists: sustainability doesn't come from good intentions alone. It comes from aligning your values with clear business decisions, financial transparency, and leadership that supports everyone involved—including you.Key takeaways you can apply right now: Run the numbers before calling something “generous.”High splits, low fees, or extra perks aren't generous if they put your practice at risk. Sustainability is what allows generosity to continue.Being “nice” can quietly lead to burnout.Avoiding boundaries and hard conversations may feel compassionate in the moment, but it often creates resentment and instability over time.Kind leadership is clear leadership.Setting expectations upfront—and holding people to them—is one of the most respectful things you can do for your team.Money stories shape business decisions more than we realize.Beliefs about greed, selfishness, or worthiness often come from family or faith backgrounds and deserve to be examined—not blindly obeyed.It's never too late to course correct.Gordon's willingness to rebrand, rebuild systems, and restructure his business model created a healthier practice that better served everyone involved.If you're noticing patterns of over-giving, financial stress, or people-pleasing in your practice, I hope this episode helps you feel less alone—and more empowered to lead with clarity and confidence. Sustainable, ethical business decisions aren't a betrayal of your values. They're how you protect them.Ready to Improve your Business Money Skills?Are
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, David Richter shares his extensive experience in real estate investing and emphasizes the importance of understanding the money game. He discusses how many investors lack a solid business plan and often focus solely on closing deals without considering overall profitability. Richter advocates for implementing cash flow systems, such as the Profit First approach, to build cash reserves and achieve financial freedom. He also touches on the concept of geographical arbitrage as a potential solution for housing affordability and stresses the need for financial awareness among investors. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Things are suddenly moving fast at Sarah Segal's San Francisco PR firm. Several new clients look likely to sign on, and for the first time in a while, growth feels real. Which leaves Sarah with a familiar, nerve-racking question: Do you hire before the work arrives—or wait until the revenue is actually in the door? If she hires now, she may have to cut her own pay until the new business materializes. And there's no guarantee it will. She still remembers the last downturn, when she had to lay off people she cared about—and she's determined not to repeat that experience. But if she waits and the clients do sign, she risks something else: overloading her existing team, burning people out, and falling behind before she can recruit and train new hires. The pressure is even higher because Sarah has already set an aggressive revenue goal for 2026.Plus: Jaci Russo explains why she's adopted a different approach to planning and budgeting. Instead of guessing how much she can afford to spend, Jaci is changing the order of the math. After revisiting Mike Michalowicz's Profit First—prompted by a story highlighted in the 21 Hats Morning Report—she's begun setting profit targets first and forcing every other decision, including hiring, to fit around them. It's only been a few weeks, but Jaci says the shift is already changing how she thinks about risk, growth, and what she can actually afford.
Most franchise owners don't fail because of the business model—they fail because they optimize for the wrong thing. In today's episode, Hunter Mitchem breaks down the profit-first mindset that traps thousands of single-unit franchisees…and how multi-unit owners think completely differently. You'll learn: – Why your first location's "perfect margins" might be costing you long-term freedom – The mindset shift Hunter made to scale aggressively – How he opened 16 locations in 24 months – Why building a team early beats running lean – How real estate, franchising, and home services all compound – The real difference between owners who stay stuck…and owners who scale Whether you're a new franchisee or already dreaming about multi-unit ownership, this episode gives you the clarity, frameworks, and mental models to finally break through. Timestamps: 0:29:54 — The Profit-First Trap That Almost Held Us Back 0:30:45 — The Fundamental Reset Every Multi-Unit Owner Must Make 0:31:15 — Why We Stopped Optimizing for Day-One Profit 0:32:15 — When Opening More Units Makes You Worse…Before It Makes You Better 0:31:44 — How We Built a Team That Could Open Studios Without Us 0:14:18 — The ADHD + Anxiety Advantage in Entrepreneurship 0:09:12 — The Banking Strategy Behind Opening 16 Locations in 24 Months 0:07:14 — How Real Estate Became the Fuel for Every New Franchise We Opened 0:22:58 — Why We Built a Multi-Brand Wellness Platform Instead of Staying Small 0:18:21 — The Moment I Realized I Couldn't Scale Until I Learned to Delegate Connect with Erik Van Horn:
Send us a text
In this episode of the Profit First for Real Estate Investing podcast, I sit down with Jordan Mederich, founder of Revatto, to explore how mastering retention and reducing churn can massively increase your business value—especially if you're eyeing an exit. Jordan's journey from performing magic tricks to building and selling businesses with recurring revenue is anything but ordinary. We talk about what real estate investors can learn from subscription businesses and how landlords can build tenant loyalty that pays off long term.Jordan breaks down practical, repeatable ways to keep customers—and tenants—engaged for the long haul. Whether you're scaling a coaching business, SaaS platform, or a rental portfolio, the strategies we cover in this episode are essential listening if you're looking to create predictable profit and long-term success.Episode Highlights:[0:00] - Why recurring revenue is the “purest” form of business[4:35] - The origin of Revatto: born out of churn-related deal collapses[6:01] - A 24-year-old's churn reduction success story and multi-million-dollar exit[8:12] - The #1 mistake that causes customer or tenant turnover[10:31] - How your first payment cycle sets the tone for retention[12:36] - “Surprise and wow”: How landlords can radically increase tenant loyalty[15:14] - The real cost of ignoring retention: turnover headaches and lost profit[16:49] - Why even busy owners should find time to make retention personal[19:07] - How we've used client onboarding calls to strengthen relationships[20:54] - Retention mindset for wholesalers and flippers with recurring buyers[23:03] - Why filtering for the right clients or tenants matters more than you think[27:09] - A full-circle retention recap and actionable takeaways you can implement today5 Key TakeawaysRecurring revenue isn't optional—it's foundational. One-time transactions are unstable; real profit comes from long-term relationships.Retention starts at acquisition. Filtering for the right clients or tenants is the first defense against churn.You have one cycle to impress. Whether it's a client or tenant, you've got one “billing period” to create a positive, memorable experience.Surprise and wow wins. Go above and beyond with personal touches. It doesn't cost much but builds major loyalty.You can systematize retention. Whether it's onboarding calls, personalized videos, or gift baskets—these processes can be delegated and scaled.Links & ResourcesLearn more about Revatto: https://www.revatto.comWork with Simple CFO: https://www.simplecfo.comIf you enjoyed this episode, please be sure to rate, review, follow, and share the podcast. Your support helps us continue bringing clarity, cash flow, and consistent profit to real estate investors like you!
Tickets to the Two-Brain Summit are $200 off until Feb. 1. Get yours via the link below!This year's headliner: Mike Michalowicz, entrepreneur and author of multiple bestsellers, including “The Pumpkin Plan,” “Profit First,” “Clockwork” and “Get Different.”Today on “Run a Profitable Gym,” Mike joins Two-Brain CEO John Franklin to explain why most gyms are swimming in a sea of sameness, invisible to potential clients. And of course Mike has a clear plan to make a fitness business stand out and force people do a "double neck turn" when they see it.You'll learn the psychology behind what grabs people's attention versus what our brains filter out and ignore.Mike shows gym owners how to look for new ideas outside the fitness industry and shares a real-world example of a microgym that differentiated its marketing and quadrupled foot traffic overnight.He also reveals the “magical, Jedi-mind-trick question” you can ask ideal members to learn what truly sets your gym apart. Then you amplify your advantage to attract more "perfect clients."The key? Stop trying to be “better” and start being different. Don't miss out on your chance to hear from Mike Michalowicz at the 10th annual Two-Brain Summit this June in Chicago. Save $200 on your ticket now through Feb. 1—link below!LinksTwo-Brain Summit TicketsGym Owners UnitedBook a Call0:56 - “The sea of sameness”3:36 - Example & where to find ideas8:20 - What do your clients notice?17:11 - Framework for effective marketing21:25 - Why define a specific audience?
In this episode of The Dirt on Flowers, Lyndsay and Shannon are joined by Holly Clawson to break down Profit First and why it's such a game-changer for flower farmers and other seasonal businesses. They talk about cash flow, paying yourself, and how to stop running your farm on financial guesswork.Holly shares her perspective as both a Profit First professional and a farmer, explaining how simple bank account systems can bring clarity, reduce stress, and help you build a business that actually supports your life.Learn more about todays guest Holly Clawson: Website and FacebookBe in the know for DirtCon 2027Did you love today's episode?Take a screenshot and share it in your IG stories. Don't forget to tag @dirtonflowers!Leave us a rating and review on Apple Podcasts!Head to www.thedirtonflowers.com to sign up for our newsletter and become a Dirt on Flowers insider!Want to learn more about your hosts? Follow us on Instagram!Lyndsay @wildroot_flowercoShannon @bloomhillfarm
Starting a private practice with a limited budget can feel daunting—but with the right plan, $3,000 can go further than you think! In this episode, Julie Herres shares exactly how she'd launch a new practice if she had $3,000 to spend. Discover the must-haves, the smart shortcuts, and the areas where a little investment makes a big difference.Listen to DiscoverWhat to prioritize with a $3,000 start-up budgetWhat tasks are worth outsourcing (and which to DIY!)Practical advice on physical space, software, and keeping expenses leanUnderstand the real timeline for getting up and runningHow to avoid common money traps when launching your practiceLinks and Resources TherapyFlow CRM: https://crm.mytherapyflow.com/ Upwork https://www.upwork.com/ Fiverr https://www.fiverr.com/ Vistaprint: https://www.vistaprint.com/ Meg Business All-in-one billing, credentialing and front desk solutions: https://www.megbusiness.com/ Google Business Address Verification Guidelines For Your New Location: https://help.relentless-digital.com/google-business-address-verification-guidelines-for-your-new-locationWhy You Need a Physical Office Address to Claim a Profile: https://succeedingsmall.co/google-my-business-guidelines-for-small-businesses-why-you-need-a-physical-office-address-to-claim-a-profile/Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup GreenOak Accounting - www.GreenOakAccounting.com Therapy For Your Money Podcast - www.TherapyForYourMoney.com Profit First for Therapists - www.ProfitFirstForTherapists.com Profit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Coursecreationstudio.com
You could be losing money right now—not because you're not making enough, but because the wrong financial seat is filled in your business. In this episode, I break down what a fractional CFO actually does and why relying only on a bookkeeper or CPA can quietly hold you back from real financial freedom.I explain the key differences between compliance and leadership, why growing businesses are often too big not to have a CFO but too small for a full-time one, and how a fractional CFO helps you keep more of what you make, scale profitably, and make confident decisions with your money. If you've ever felt like you're doing all the work but not seeing the payoff, this episode will bring a lot of clarity.Timeline Highlights[0:00] What a fractional CFO is and why most business owners misunderstand the role[1:05] Why small businesses are too small for a full-time CFO—but too big to ignore the numbers[1:25] The real difference between a CFO, a bookkeeper, and a CPA[2:31] What business owners actually want from their businesses[3:22] How a fractional CFO helps businesses under and over $500k in revenue[4:01] The three-part financial foundation every business needs[4:57] A real example of scaling deal volume without profitability[5:56] Why making money and keeping money are two different skills[6:58] Why a CFO must speak entrepreneur language, not accountant language[8:28] The accountability gap most business owners don't realize they have[9:25] How a CFO helps you pay yourself, plan for taxes, and reduce stress[11:30] The true role of a CFO in building long-term financial freedomKey TakeawaysA fractional CFO is a financial leader focused on profitability and decision-making.Bookkeepers and CPAs focus on compliance, not guiding your business forward.Growing businesses need systems for cash, profit, and forecasting—not just reports.A CFO helps you scale profitably instead of growing into chaos.Financial clarity comes from strong foundations, dashboards, and accountability.Many owners need permission and structure to consistently pay themselves.When someone on your team is focused solely on profitability, results improve faster.Links & Resources:Book a free discovery call and see if a fractional CFO is right for your business: profitrei.comClosingThanks for spending time with me today. If this episode helped you understand the difference between a CFO, a bookkeeper, and a CPA, make sure to follow the show, leave a review, and share it with another business owner who's trying to scale without burning out. And if you're ready to apply what we talked about with real guidance and accountability, visit profitrei.com and book your free discovery call to start building financial clarity and freedom.
En este episodio hablamos de cómo planear el crecimiento de tu empresa para evitar uno de los errores más comunes y costosos: el over staffing, es decir, contratar personal de más sin una estrategia clara. Un problema que afecta la rentabilidad, el flujo y la salud del negocio. Descubrirás cómo crecer con orden, alineando estructura, procesos y finanzas, para que tu empresa se expanda de forma sostenible, sin cargarla de costos innecesarios ni perder el control. Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
Are you leaving thousands on the table with taxes? What if lowering taxes and saving profit happened at the same time — automatically?In this episode of The Business Ownership Podcast I interviewed Shauna A. Wekherlein. In this episode of the Boss Your Business podcast, we dive deep into the world of tax strategies with our special guest, Shana A. Wekherlein CPA, a renowned tax strategist and expert. Join us as Shana shares her valuable insights and expert advice on how business owners can transform their tax burden into a strategic tax advantage.Discover the power of proactive tax planning and learn how to leverage smart tax strategies to minimize tax liabilities, maximize savings, and ultimately boost your bottom line. Shana's extensive experience and deep understanding of the tax landscape will provide you with practical tips and actionable strategies that you can implement right away.Want to keep more of what your business earns? Learn how Profit First systems, paired with smart tax planning, help business owners pay themselves first, reduce taxes, and build sustainable profit. Shauna shares how the Cash Goblin app automates it all — making financial management easy. Learn how to reduce taxes & increase profit and savings. Check this out!Cash Goblin App: https://www.cashgoblin.com/Tax Goddess Website: https://taxgoddess.com/growth-team/Shauna on LinkedIn: (1) Shauna A. Wekherlien | LinkedInBook a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/
We are delighted to welcome another incredible entrepreneur from our industry today. Andrew Coehlo, co-founder of Monte & Coe, joins us to share the fantastic story of his journey into corporate gifting. Stay tuned to hear about Andrew's entrepreneurial journey, his experiences, and the insight he has to share. Andrew's Journey into Entrepreneurship After beginning his career in corporate finance, Andrew realized the environment did not suit his creative nature. Bureaucracy, resistance to change, and working in isolation drained his energy. And then, a confidence issue with an unattractive gym bag sparked the idea that eventually became Monty & Coe. With his wife's support and inspired by entrepreneurs around him, Andrew left the corporate world at 30 to focus on his business. High-quality Corporate Products The brand began with the singular purpose of creating products that make people feel confident and proud. Early designs were rough, but the intent was genuine. They committed to excellent craftsmanship, using only high-quality, authentic, natural, and sustainable materials. Crowdfunding In 2015, the company launched a crowdfunding campaign, raising $80,000 while Andrew was still employed. The campaign validated both the product and people's willingness to buy premium goods online. It also taught their team how to market, sell, and distribute directly to customers. Shifting to Corporate Gifting Corporate interest emerged organically as companies began requesting gifts for executives and teams. Although he was initially hesitant, Andrew recognized how impersonal, generic, and disconnected from effort or achievement most corporate gifting felt. So his brand pivoted toward elevating corporate gifting into something meaningful and memorable. Turning Gifting Into an Experience The business evolved from selling products to selling experiences, focusing on personalization, choice, and emotional impact. They made gifting less about logos and more about how recipients felt, aligning perfectly with the brand's original mission of confidence and appreciation. Taking the Leap Andrew eventually left his corporate job. His decision was not impulsive as it was backed by savings, planning, and lifestyle adjustments. Entrepreneurship Entrepreneurship brought constant pressure for Andrew, even during the company's strongest years. Cash flow scares, late payments, and the responsibility of supporting a growing team created intense stress. His role as a founder became more about solving new problems every single day. Why Cash Flow and Margins Matter More Than Revenue Revenue alone does not sustain a business. Cash flow determines whether you survive, and margins determine how sustainably you can grow. Examining businesses across various industries, Andrew saw that smaller, higher-margin companies often outperform larger, volume-driven ones. Adopting systems like Profit First brought structure and discipline to his money management. Community and Long-Term Perspective The events and incentives industry proved far more supportive and relationship-driven than Andrew expected. Rather than being cutthroat, people were open, generous, and willing to collaborate. The company's long-term success was built on a foundation of trust, consistent service, and a commitment to delivering quality rather than chasing quick wins. Bio: Andrew Coelho is the co-founder of Monte & Coe, a luxury accessories brand redefining what corporate gifting can be. After years in the corporate world receiving forgettable, logo-first gifts, Andrew began questioning why gifting at scale felt so impersonal, wasteful, and disconnected from the people it was meant to recognize. What started as a side hustle became a full-time pursuit after Andrew famously resigned from his corporate role on his honeymoon in Tokyo. Since then, he has focused on applying direct-to-consumer standards, craftsmanship, and intentional design to an industry that often prioritizes convenience and budget over meaning. Andrew believes that gifting is not about products, but about moments, memories, and respect. His work challenges leaders to rethink how appreciation shows up in their organizations, shifting gifting from a transactional expense to a strategic signal of values. Through Monte & Coe, Andrew helps companies move beyond generic swag and toward gifting experiences that people actually keep, use, and remember. His perspective sits at the intersection of brand, leadership, and human connection, making him a sought-after voice on modern workplace culture, thoughtful design, and the hidden impact of well-executed small decisions. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Andrew Coehlo On LinkedIn Monte & Coe Corporate Gifting
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In this episode, I sit down with business attorney Chris Johnsen, who brings a refreshingly honest take on when investors really need legal help—and when they don't. With a background in real estate, litigation, and corporate counsel, Chris knows firsthand how legal blind spots can cost you big. But he also gets the hustle. He's not here to sell legal services you don't need—he's here to help you think like a business owner.We dive into when to engage a lawyer (hint: not always day one), what contracts investors mess up the most, and the risks of using boilerplate docs or DIY operating agreements. Chris also tackles hot topics like non-competes, asset protection, and the legal lines you might be crossing without even realizing it—especially in syndications.Episode Highlights[0:00] – Chris shares his journey from real estate to law and why he's a businessperson first[5:03] – How the 2008 crash redirected his path and made him a litigation expert[6:56] – The unexpected upside of being both a transactional and litigation attorney[9:25] – Why the “school vs. entrepreneurship” debate is missing the real question[12:40] – What makes a law degree valuable—and how to think about ROI in education[13:46] – Why cash is underrated, and how it gives you leverage in business and investing[15:11] – Real estate can create freedom—but it takes a lot more than just doors[17:16] – Most common legal issues investors bring to Chris's firm[19:05] – Corporate structure and asset protection: the basics you must get right[21:06] – What's happening with non-compete laws and why it matters to business owners[22:30] – DIY contracts, LegalZoom templates, and when it becomes a $20K problem[23:21] – Operating agreements: why they're not just “boilerplate” documents[24:10] – Syndications and securities law: the big legal risk investors overlook[27:11] – The million-dollar mark: when you should really start investing in legal infrastructure[31:13] – How to connect with Chris and book a free 15-minute consult5 Key TakeawaysYou don't need a lawyer for everything—but you better get the operating agreement right. It's not just paperwork. It's the contract that holds your business together.DIY legal is fine—until it's not. Contracts, partner agreements, and syndications are where most investors go wrong.Forming an entity is simple. Scaling with structure isn't. Corporate governance matters more as you grow.Syndications trigger securities laws. If you're raising capital, you need a securities attorney—not just a real estate one.Once your business hits seven figures, legal issues multiply. That's when it's time to audit what you've built—and protect what you've earned.Links & ResourcesBook a free consult with Chris: https://www.johnsenlaw.comLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode gave you clarity on how and when to protect your real estate business, make sure to rate, follow, and review the podcast. And share this with an investor who might be one contract away from a $20K mistake.
In this episode of "The Dirt on Flowers," Lyndsay and Shannon discuss the "Profit First" financial management method by Mike Michalowicz. They share personal experiences as flower farm owners, highlighting challenges with cash flow, taxes, and mindset shifts needed for sustainable profitability. The hosts explain how prioritizing profit, using multiple bank accounts, and disciplined money management transformed their businesses. They also introduce their new Dirt on Flowers Insider Group, offering resources and community support to help flower farmers implement these strategies and build financially healthy, rewarding businesses.Be in the know for DirtCon 2027Did you love today's episode?Take a screenshot and share it in your IG stories. Don't forget to tag @dirtonflowers!Leave us a rating and review on Apple Podcasts!Head to www.thedirtonflowers.com to sign up for our newsletter and become a Dirt on Flowers insider!Want to learn more about your hosts? Follow us on Instagram!Lyndsay @wildroot_flowercoShannon @bloomhillfarm
Wholesaling and buy-and-hold are not the same business—so why do so many investors track them the same way? In this episode, I break down how money actually flows differently between wholesaling, fix-and-flip, and buy-and-hold strategies, and why lumping everything into one set of numbers can quietly destroy your profits.I walk through real examples of investors unknowingly using rental cash flow to prop up losing wholesale or flip operations, the legal and financial risks of mixing strategies, and exactly what you should be tracking for each model. If you're using wholesaling as your cash engine and buy-and-hold as your long-term wealth play, this episode will help you stop guessing and start making intentional decisions with your money.Timeline Highlights:[0:00] Why wholesaling and buy-and-hold should never be tracked the same way[1:21] The danger of lumping multiple strategies into one set of financials[1:51] The legal and liability risks of mixing wholesale and rental operations[2:56] Wholesale as a cash machine vs. buy-and-hold as a wealth builder[3:35] A real example of rentals silently covering wholesale losses[4:42] The three simplest numbers every strategy must track[5:21] Why buy-and-hold profits don't always match bank balances[6:06] How Profit First brings clarity to both strategies[7:35] What wholesalers must track to avoid reinvesting everything[8:51] Marketing ROI vs. equity growth—what matters for each strategy[10:30] Using strategy-specific tracking to escape the rat raceKey TakeawaysWholesaling and buy-and-hold are fundamentally different businesses with different money flows.Combining multiple strategies into one financial view creates blind spots and risk.Wholesaling is primarily a cash and marketing business, not a wealth strategy.Buy-and-hold success depends on true cash flow, debt service, and equity growth.Rentals can silently subsidize losing wholesale or flip operations if not tracked separately.Profit First helps clarify what you make, spend, and keep in each strategy.Tracking the right numbers allows each strategy to stand on its own financially.Links & ResourcesBook a free discovery call and get help structuring your numbers by strategy: profitrei.comClosing:Thanks for spending time with me today. If this episode helped you see the difference between wholesaling and buy-and-hold more clearly, make sure to follow the show, leave a review, and share it with another investor who's running multiple strategies. And if you're ready to apply what we talked about with real guidance and accountability, visit profitrei.com and book your free discovery call to start building true financial clarity and freedom.
En este episodio hablamos de paternidad consciente como una verdadera revolución en la forma de criar y formar a nuestros hijos. Exploramos cómo pasar del control y la exigencia a la presencia, la conciencia y el ejemplo, entendiendo que la manera en la que educamos impacta profundamente en la vida familiar y personal. Un capítulo que invita a reflexionar sobre el rol del padre y la madre como guías, no como jueces, y cómo una crianza más consciente genera relaciones más sanas, hijos más seguros y adultos con mayor equilibrio emocional. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationI know you're likely coming off a long wedding weekend feeling a bit drained, but if your 2026 leads are starting to feel like a trickle, it's time to trade the guesswork for the data-backed truth from 54,000 real couples. This episode of the Wedding Pro CEO podcast is your blueprint to stop the booking slump, effectively educate clients on their budgets, and finally build the profitable, sustainable business you deserve.The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/wedding-bookings-slowing-down-2026/WATCH ON YOUTUBE:https://youtu.be/8CMzjlNab-A =========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swd Have a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show
David Richter is an active real estate investor who has been essential in closing over 850 deals over the last 10 years. David has helped real estate companies completely turn around from going out of business to building cash reserves by using the Profit First cash flow system. He has been featured on Biggerpockets, Real Estate Disruptors with Steve Trang, and many other podcasts, shows, and stages. David speaks with Sharon how to create systems for profit and buld the foundation to scale your real estate business. Learn more about engaging Simple CFO Solutions at simplecfo.com.
How to Legally Pay Less Tax as a Business Owner with Former IRS Agent Carlotta Thompson With Former IRS Agent Carlotta Thompson Most business owners believe high taxes are just the price of success. They're wrong. In this episode of Profit Answer Man, Rocky sits down with former IRS agent turned tax strategist Carlotta Thompson to reveal how the tax system really works, what actually triggers audits, and how profitable business owners legally keep more of what they earn. This is not about loopholes or risky moves. It's about understanding the rules well enough to play the game correctly. In This Episode, You'll Learn: What actually triggers IRS audits and why most business owners worry about the wrong things. The common tax and bookkeeping mistakes that quietly raise red flags with the IRS. Why home office and mileage deductions are usually not the real problem. How poor recordkeeping costs business owners money even when deductions are legitimate. Why constantly moving money between Profit First accounts is a warning sign, not a solution. When an S Corp makes sense and when it can actually cost you more in taxes. Why starting as an LLC gives you more flexibility as your business grows. How to shift from asking "Can I deduct this?" to "How can I deduct this legally?" The Big Takeaway: Paying less tax is not about gaming the system. It's about: Knowing what the IRS actually looks for Building clean, consistent financial systems Aligning profit, tax strategy, and long-term vision When you do that, audits become less scary, profit becomes more predictable, and your business stops leaking money quietly. Bio: Carlotta Thompson is a Founder + CEO When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes. She decided then that she wanted to work for the IRS, so at 14 years old, she began studying tax law with the dream of working for the Internal Revenue Service (IRS). Shortly after attaining her dream of working for the IRS, Carlotta realized that the IRS isn't actually in place to help small businesses like she'd thought and it felt like she was working for the wrong side. As an auditor, she saw tons of tax returns with sometimes hundreds of thousands of dollars of missed deductions that were detrimental for the client. Carlotta had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Tax Strategists of America! She now has a Pathway to Zero™ program helping business owners pay the least taxes legally possible! Links: Website: https://taxstrategistsofamerica.com/ Facebook: https://www.facebook.com/carlotta.thompson.1 Instagram: https://www.instagram.com/carlottathompsonfinance?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw%3D%3D TikTok: https://www.tiktok.com/@carlottathompsonfinance?is_from_webapp=1&sender_device=pc YouTube: https://www.youtube.com/@carlottathompsonfinance Conclusion: Paying less tax is not about shortcuts or loopholes. It's about clarity, structure, and intention. When you understand what the IRS actually looks for, keep clean records, and align your entity and profit strategy with your long-term goals, taxes stop feeling like a constant threat. This episode with Carlotta shows that real tax savings come from running a better business, not from taking bigger risks. #ProfitAnswerMan #ProfitFirst #BusinessProfit #TaxStrategy #CashFlow #SmallBusinessFinance #BusinessOwners #IRS #TaxPlanning #FinancialClarity #EntrepreneurLife #KeepMoreProfit #BusinessSystems #MoneyMindset Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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In this episode, I sit down with Aaron Letzeiser, co-founder of OB Insurance, to talk about one of the most overlooked (and overpaid) areas in real estate investing—insurance. If you've ever felt frustrated by rising premiums, confusing policies, or slow claims, this episode will be a game-changer.Aaron shares why insurance is getting more expensive (especially in markets like Florida and Texas), what most investors get wrong about their coverage, and how OB is changing the way real estate pros manage risk. We dive into how OB uses tech to create fast, transparent quotes, the difference between replacement cost and actual cash value, and how to take back control of your costs—without sacrificing protection.Episode Highlights[0:00] – Introduction[0:32] – Why insurance is one of the most misunderstood costs in real estate[2:04] – Aaron's background and how he went from private equity to co-founding OB[4:20] – What OB Insurance does and how it's built specifically for real estate investors[7:39] – Why transparency and speed matter more than ever in today's insurance market[10:26] – Types of coverage OB offers: short-term flips, long-term rentals, and more[13:14] – What's really driving rising insurance costs—and how to mitigate them[16:18] – How investors can reduce risk factors and potentially lower their premiums[17:02] – The OB claims process and how it's different from traditional carriers[24:12] – Understanding replacement cost vs. actual cash value—and what you should choose[28:55] – Final takeaways for protecting your portfolio while saving money5 Key TakeawaysInsurance is often overpaid and under-optimized. Most investors don't know how to evaluate policies, leaving money on the table.OB puts investors in the driver's seat. From fast digital quotes to customized coverage, the platform was built for real estate.Your location is affecting your premium more than ever. Be proactive if you're investing in storm-prone areas.Know your valuation model. Replacement cost and actual cash value offer different protections—know which one you're buying.Claims don't have to be painful. OB's tech-forward claims process is designed to be fast, transparent, and easy to manage.Links & ResourcesOB Insurance: https://www.obieinsurance.comEmail Aaron: aaron@obieinsurance.comLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode helped you rethink how you protect your real estate business, please rate, follow, and review the show. And don't forget to share it with another investor who needs this kind of clarity.
On the Schmooze Podcast: Leadership | Strategic Networking | Relationship Building
What does it take to write a book that truly changes lives—yours included? Today's guest has made it her life's work to help authors do exactly that. As a publishing strategist and developmental editor, she's guided everyone from first-time writers to New York Times bestselling authors with millions of copies sold. Her approach goes far beyond the mechanics of writing—it's about crafting a must-read that builds connection, credibility, and community. She's been the writing partner behind ten books with author Mike Michalowicz, including “Profit First” and “Clockwork.” As the Head Writing Coach for Heroic Public Speaking, she has helped thought leaders, scientists, and speakers from Harvard, Yale, and TEDx Cambridge bring their big ideas to the stage with clarity and heart. The authors she coaches learn how to develop transformational manuscripts that make an impact and leave a legacy. Please join me in welcoming AJ Harper. In this episode, we discuss the following:
Happy New Year from FUEL HQ aka The Man-Zone Barn:Happy New Year 2026 from the barn aka FUEL HQ. Your host, Scott Mulvaney, reflects on the progress and future plans for his personal and professional life. He discusses his recent projects, including installing a new heating system in his barn, acquiring a high-quality salt spreader, and setting up a gym with new equipment. He also mentions his now 10 years of podcasting, the launch of his Boots Refuel Fund from his charity, Fuel Foundations, and his goal to pay off his house by age 50. Additionally, he plans to record an audio version of his book, "So You Want to Be a Hotshot," and encourages listeners to support his charity by donating to the Boots Refuel Fund.Quote: Whatever the mind can conceive and believe, it can achieve.” – Napoleon Hill Today's Top 3 Takeaways:After 10 years of podcasting, continue your own Personal and Professional development!Health and Fitness FUELS everything, especially your own Health, Business, and Lifestyle.Find and embrace your own Freedom Trifecta of Time Freedom, Location Freedom, and Financial Freedom. Today's Links:Visit to donate or learn more athttps://fuelfoundations.org/VisitHotshotBook.comto find the book on Amazon Mentioned Influencers:Michael Michalowicz, Profit First,https://mikemichalowicz.com/profit-first/Jim Collins, BHAG - Big Hairy Audacious Goals,https://www.jimcollins.com/concepts/bhag.htmlDave Ramsey, Ramsey Solutions,https://www.ramseysolutions.com/ Watch us on YouTube:https://youtu.be/8ZDfJq4_ye8 Show Highlights:New radiant heating system is now tested and live in the barn.Reflecting on the evolution of the barn from an empty canvas to a bustling workspace. 2026 is 10 years of podcasting.Reflecting on the Wildland Firefighting history that birthed the FUEL Foundations and the Boots Refuel Fund.The importance of Health and Fitness being integrated into everything in life while staying committed for success.New Financial Goals with a BHAG of owing nothing and owning the home by age 50 in less than 2 years.Learning and implementing the Freedom Trifecta which is Time, Location, and Financial freedom.The power of learning Psychology, developing a bulletproof mindset, with ongoing commitents to Personal and Professional development.Committing to finally recording the audiobook of "So You Want To Be A Hotshot" to help increase fundraising.Final Words of the Show:If I commit to a book chapter for each podcast episode, I know I can get the audiobook done finally. So I'm going to be releasing the chapters here in the LIVETHEFUEL world as I get each one done, and then hopefully loyal fans go and buy the audio book and or the physical book and share. So thank you in advance. That's just a little snippet for the future here in 2026 thanks for listening again. Thank you for subscribing. Go check out HotshotBook.com that takes you directly to the book...
If you can't instantly see your numbers, you're not really running a business—you're rolling the dice. In this episode, I break down why so many real estate investors and entrepreneurs feel constant financial pressure even when deals are closing and money is coming in.I walk through what true financial clarity actually looks like, why tracking the right numbers matters more than tracking all the numbers, and how cash-flow forecasting can help you make smarter decisions before problems show up. Whether you're flipping, wholesaling, buying and holding, or running a multi-deal operation, this episode will help you stop reacting to your finances and start leading your business with confidence.Timeline Highlights:[0:00] Why running a business without clear numbers is like rolling the dice[1:04] The real reason business owners make money but still feel stuck[2:05] How cash crunches happen—and why they're inevitable without systems[3:05] The first number every business owner should be tracking[4:06] How to measure marketing ROI using both money and time[5:31] Why “work in progress” drains cash in real estate businesses[6:29] Using dedicated accounts to track project cash and investor funds[8:11] The key numbers every owner should see on a financial dashboard[11:01] Why forecasting gives you a crystal ball for future decisions[13:22] How financial clarity reduces stress and drives real freedomKey TakeawaysFinancial clarity means knowing where every dollar is going—and why.Tracking numbers only matters if they help you make better decisions.Marketing spend must be measured against real returns, not gut feelings.Real estate investors must separate operating cash from project cash.Cash-flow forecasting helps you plan for both best-case and worst-case scenarios.A financial dashboard turns numbers into actionable insights.Confidence in business comes from visibility, not just profitability.Links & ResourcesBook a free discovery call and get help building clarity and forecasting into your business: profitrei.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective, make sure to follow the show, leave a review, and share it with another investor or business owner who needs better visibility into their numbers. And if you're ready to apply what we talked about with real guidance and accountability, visit profitrei.com and book your free discovery call to start building true financial clarity and confidence.
En este episodio hablamos de Profit First (La Ganancia es Primero), el revolucionario sistema de Mike Michalowicz que está ayudando a miles de pequeñas y medianas empresas en todo el mundo a recuperar la rentabilidad y el control financiero. Un enfoque simple pero poderoso que rompe con la forma tradicional de manejar las finanzas en los negocios. Descubrirás por qué muchas empresas venden más pero ganan menos, y cómo este sistema te permite asegurar la ganancia desde el inicio, ordenar el flujo de efectivo y construir un negocio más sano, estable y sostenible. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
In this episode of the Wealth Wisdom Financial Podcast, we're joined by Jason Petro, a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner. Jason is one of the founding owners of the Profit First App, developed in partnership with Mike Michalowicz, author of Profit First. Having implemented the system in his own businesses, Jason now helps other entrepreneurs do the same—turning profit into a consistent, repeatable habit rather than an afterthought. Together, we explore why traditional accounting often leaves business owners frustrated, how Profit First shifts both behavior and mindset around money, and why building intentional systems is the key to sustainable profitability. This conversation goes beyond spreadsheets and software. It's about creating clarity, confidence, and a business that truly supports the owner—not just the expenses. ⭐ Key Quote "Profit isn't what's left over after expenses—profit is a habit, and when you build it intentionally, everything else falls into place." About Jason Petro Jason Petro is a Certified Profit First Professional Coach and seasoned entrepreneur with more than two decades of experience owning and operating small businesses. As one of the founding owners of the Profit First App, created in partnership with Mike Michalowicz, Jason has been deeply involved in bringing the Profit First methodology to life through technology. Having implemented Profit First in his own ventures, Jason now works with small business owners to help them build lasting profitability, improve cash flow, and make confident financial decisions. His passion lies in helping entrepreneurs make profit a consistent habit, not a once-in-a-while win. What You'll Learn in This Episode: Jason Petro's role in the creation of the Profit First App How Profit First works in real-world businesses Why profit must be intentional to be sustainable The behavioral side of money management Common cash-flow challenges business owners face How systems—not willpower—create financial success Why profitability should come before growth Who This Episode Is For: Small business owners and entrepreneurs Service-based businesses Anyone using or considering Profit First Business owners who want clarity, consistency, and control over their finances If you've ever felt like you're working hard but profit still feels unpredictable, this episode will help you see how building the right system can change everything. More on Profit First: https://wealthwisdomfp.com/profit More on Jason Petro: https://www.profitprocoach.com/ Get the Profit First App here: https://profitfirstapp.com/?via=wwfp 00:00 Welcome to Wealth Wisdom Financial Podcast 00:16 Introducing Live Counter Flow and Wealth Wisdom 01:06 Meet Our Guest: Profit First Coach Jason 02:52 Jason's Journey from Engineering to Profit First Coaching 04:28 Implementing Profit First: Challenges and Successes 06:05 Transitioning from Engineering to Coaching 07:59 The Importance of Profit First for Small Business Owners 10:28 Addressing Debt and Financial Challenges 14:26 Setting Goals and Making Financial Adjustments 17:28 Using Technology and Software for Financial Management 21:14 Client's SaaS Expenses Shock 22:29 Building the Profit First Software 24:36 Profit First App Features and Benefits 29:24 Navigating the Profit First App 39:20 Upcoming Features and Conclusion Watch on YouTube: https://youtu.be/CHsYzS9oFhQ
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/application If the holiday scroll has left you feeling more comparison-fatigued than inspired, it's time to stop dragging outdated habits and "vibes" into a brand-new year. We're drawing a line in the sand to ditch the 10 industry "icks" that are quietly killing your profit so you can finally step into 2026 with a clear, scalable roadmap and a business you actually love. Listen to the full intervention and start running your business like the CEO you were meant to be!The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/wedding-industry-icks-2026/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
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In this episode of the Profit First for Real Estate Investing podcast, I sit down with Dave Dupuis, one-half of the dynamic duo behind Investor Mel & Dave. Dave shares how he and his wife Mel built a thriving real estate business—owning over 250 units across five countries—without ever using joint venture partners. From his early days as a firefighter to scaling their portfolio through creative financing, Dave unpacks the mindset shifts, systems, and strategies that helped them achieve financial freedom and teach thousands of others to do the same.We get into the nuts and bolts of using other people's money the right way, how to protect your equity while growing fast, and the power of not giving up decision-making control. Dave also opens up about how a life-threatening car accident led them to start coaching and why keeping your business aligned with your values is the key to long-term success.Episode Highlights[0:00] - From firefighter to full-time real estate investor: Dave's unexpected journey[1:44] - The secret to working successfully with your spouse[2:43] - Why they left their jobs to go all-in on real estate[5:04] - The “aha” moment that changed everything for Dave[7:35] - How they bought 12 properties in 12 months using creative financing[9:20] - The near-fatal accident that sparked a shift to coaching[11:05] - Over 2,000 students and counting: What makes their program different[12:28] - Why Dave refuses to do joint ventures—and what he does instead[15:31] - Their approach to multifamily and why they still invest in small properties[16:29] - The three creative financing strategies they use (and teach)[18:18] - How real estate helps them support their family goals[21:06] - Why they brought on Simple CFO and how it's improved their decision-making[22:38] - Inside their coaching model and what students can expect[25:08] - What Dave would do differently if starting over today[27:03] - Final advice for stabilizing and growing your real estate businessKey TakeawaysCreative financing is key: You don't need JVs—using OPM through seller financing, promissory notes, and retirement funds can scale your portfolio without giving up control.Keep the decision-making power: Dave explains how avoiding JVs allows him and Mel to make financial decisions aligned with their family goals.Stabilization > growth: Long-term success means periodically slowing down to strengthen your foundation before scaling again.The right systems matter: Bringing in financial pros like Simple CFO gave them the clarity and time to focus on growth.Serve from experience: Their coaching model is built on what they wish they had when starting—actionable, honest, and fully aligned with what they practice.Links & ResourcesConnect with Dave & Mel: https://www.instagram.com/investormelanddaveLearn more or book a call: https://www.investormeldave.comBonus for Profit First listeners: Visit https://www.investormeldave.com and mention “Simple CFO” for exclusive accessLearn more about Simple CFO: https://www.simplecfo.comIf this episode gave you valuable insights, please follow, rate, and review the podcast. And don't forget to share it with a fellow investor who needs to hear this message today!
Book your FREE financial discovery call at ProfitREI.comIf your business is profitable on paper but your bank account tells a completely different story, this episode is for you. I hear this all the time—business owners doing great revenue, being told by their CPA that they're profitable, yet still feeling broke, stressed, and unsure where the money is actually going.In this episode, I break down why this disconnect happens and why it's almost never a revenue problem—it's a system problem. I share real conversations with business owners, lessons from my own entrepreneurial journey, and how implementing a simple framework like Profit First can completely change how you experience money in your business—without spreadsheets, accounting jargon, or overwhelm.Timeline Highlights:[0:00] Why so many profitable businesses still feel broke and financially stressed[1:04] The frustration of doing all the work but not getting to keep the money[2:30] My personal experience running high-revenue businesses with no financial clarity[3:17] How discovering Profit First changed the way I looked at money forever[4:18] A real client story of digging out of the hole by fixing cash flow first[6:07] Why entrepreneurs struggle with numbers—and why that doesn't have to stop you[7:08] The “Golden Trio” of bank accounts that helps you finally keep what you makeKey Takeaways: Profit doesn't matter if you never actually see it in your bank account. Most entrepreneurs don't have a money problem—they have a money system problem. Revenue alone won't create financial freedom without intentional allocation. You don't need to love spreadsheets to understand and control your numbers. Separating money into purpose-driven bank accounts creates clarity and control. Keeping profit, paying yourself, and planning for taxes must happen first, not last.Links & Resources:Schedule a free discovery call and get guidance on implementing Profit First: profitre.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective, make sure to follow the show, leave a review, and share it with another business owner who's working hard but still feels broke. And if you're ready to apply what we talked about with real guidance and accountability, head over to profitre.com and book a free discovery call to start building your path to financial clarity and freedom.
En este episodio tenemos un invitado especial: Javier Artiaga Asís, de Grupo MERCO, con quien conversamos sobre cómo el capitalismo consciente puede convertirse en una poderosa ventaja competitiva para las empresas de hoy. Más allá de la rentabilidad, exploramos cómo operar con propósito, valores y conciencia genera mejores resultados, equipos más comprometidos y relaciones más sólidas con clientes y la sociedad. Un capítulo inspirador y práctico para dueños de negocio que buscan crecer de forma sostenible, humana y alineada, demostrando que hacer empresa con conciencia no solo es posible, sino altamente rentable. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
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In this episode, I sit down with Martine Richardson—real estate investor, educator, and freedom advocate—to break down the real numbers behind getting out of the rat race. Martine's story isn't just inspiring, it's filled with tactical advice for anyone who's trying to create true financial freedom through real estate. From getting her car repossessed to building a portfolio that bought back her time, Martine shares how she leveraged creative financing, community, and consistency to scale her business.We talk about the real math behind financial freedom, how different rental strategies stack up (short, mid, and long-term), and why she'd go straight to buy-and-hold if she were starting over today. If you've ever asked yourself “how many doors is enough?”, Martine gives you a simple framework to find your freedom number.Timeline Summary:[0:00] - Martine shares how getting fired and losing her car kickstarted her real estate journey[5:40] - Her first creative deal: a lease option that changed her mindset[8:09] - How that $35K house turned into a $240K asset—and how she structured the deal[9:17] - Why meetups and podcasts were essential to her early success[11:12] - The shift from wholesaling to buy-and-hold—and using other people's money[14:18] - What is a “freedom number” and how to calculate yours[18:24] - Comparing cash flow between long-term vs. mid-term rentals[22:25] - How fewer mid-term properties can replace your job income[25:48] - Would she still wholesale if starting over today? Her answer might surprise you[29:00] - Action over analysis: her advice for anyone stuck in “learning mode”5 Key Takeaways:Creative financing is key – Martine's first deal came from asking sellers if they'd take payments. One finally said yes, and it changed everything.Community is a shortcut – Meetups, podcasts, and mentors gave her the knowledge and confidence to keep going, even when deals were slow.Buy-and-hold builds real wealth – Her accidental landlord story turned into a multi-property portfolio that now funds her life.Know your “freedom number” – She walks you through how to calculate exactly how many properties you need to quit your job, depending on cash flow type.Short, mid, or long-term? – Each rental strategy has trade-offs in risk and reward. Martine shares how she balances all three.Links & Resources:Text Martine for coaching or questions: 804-495-1333Learn more about Profit First for REI: https://www.simplecfo.comIf this episode gave you clarity, confidence, or a new way to think about financial freedom, please rate, follow, and review the show. And share it with another investor who needs to hear Martine's story.
En este episodio abordamos una de las relaciones más importantes —y muchas veces más descuidadas— en la vida del emprendedor: la relación de pareja. Hablamos de cómo el estado de esta relación impacta directamente en tu energía, tus decisiones y en los resultados de tu negocio, para bien o para mal. Descubrirás por qué cuidar tu relación no es un tema personal separado del negocio, sino una base clave para el equilibrio, la claridad mental y una vida empresarial más consciente, plena y sostenible. ¡Agenda ahora mismo y toma acción inmediata en el crecimiento de tu empresa! Esta evaluación te hará saber si eres candidato para nuestra membresía, la cual te ayudara a implementar todas nuestras herramientas probadas en tiempo record de la mano de un coach certificado. Si tienes más de 10 colaboradores en tu empresa...¡Aprovecha esta extraordinaria oportunidad! AGENDA AQUÍ Descarga GRATIS en nuestra página web el libro "Estimado Emprendedor", una guía empresarial y espiritual / alta consciencia para lograr ser un emprendedor dueño de pequeña y mediana empresa exitoso y pleno: https://helpimentoring.com/ Si te está gustando el podcast te pido tu apoyo para suscribirte y dejar un buen review de (5 estrellitas), servirían mucho para que más emprendedores dueños de pequeñas/medianas empresas como tú puedan tener acceso. Sígueme en redes sociales para que me hagas tus comentarios sobre los episodios ¿qué te gustó?, ¿qué no te gustó?, ¿qué te llamó la atención?, para seguir ayudándote y seguir mejorando el podcast. INSTAGRAM: https://www.instagram.com/helpimentoring.com FACEBOOK: https://www.facebook.com/helpimentoring Aprovecha toda la ayuda que podemos darte en helpi Mentoring: 1. Con nuestros Master Class virtuales gratis. Por este medio y en Facebook podrás enterarte de los temas, días y horas. Hacemos 4 Master Class al mes. 2. Con nuestros Facebook Live gratis de Lunes a Jueves. https://www.facebook.com/helpimentoring 3. Con nuestro blog que publicamos en nuestra página de Internet: https://helpimentoring.com/blog/ En todos los formatos mencionados anteriormente compartimos herramientas exclusivas de nuestro programa que incluye muchas de las mejores herramientas y metodologías especializadas en pequeñas/medianas empresas a nivel mundial como EMyth (de Michael E. Gerber), Pumpkin Plan (de Mike Michalowicz), Profit First de Mike Michalowicz), Duct Tape Marketing (de Jhon Hantsch), etc. de diferentes áreas (operaciones, finanzas, Capital Humano, Marketing, Ventas, etc.). Mantente positivo y busca ayuda.
The Real AI: Authenticity + Intention in Life and Business In a world where AI can write emails, produce video, and even mimic your voice, the greatest competitive advantage left is being human. Brian McRae reminds us that emotional loyalty, being known, valued, remembered, is what creates opportunity, referrals, purpose, and a life of meaningful success. Social media may get you attention, but it will never create devotion. Relationships do. If you've been feeling alone, stuck, or unsure how to expand your circle of opportunity, this conversation is your roadmap back to connection. Key Points with Reflection Questions: Emotional Loyalty Is More Powerful Than Marketing. Most loyalty is transactional or habitual. But emotional loyalty, the kind your favorite small restaurant gives you when they remember your name and your kids, is what transforms your business and life. Brian built an entire mortgage business through emotional loyalty created at his monthly event. Reflection Question: Who in your life deserves more intentional appreciation from you this week? Authenticity + Intentionality = The New AI. Brian says the most important "AI" in business isn't artificial intelligence. It's Authentic and Intentional actions. A handwritten note, a thoughtful question, or genuine curiosity carries more power than any automated funnel. Reflection Question: Where can you replace automation with authentic intention? The World Rewards Generosity, Not Neediness. Most networking fails because people lead with "What's in it for me?" Brian teaches the opposite: Lead with gratitude, curiosity, and generosity, and doors open that marketing can't touch. Reflection Question: What's one simple generosity action you can take in the next 24 hours? Referrals Come From Partners, Not Clients. Most people confuse their client with their referral partner. Referral partners don't want to be sold to. They want partnership, support, and value. Brian's business grew by helping other professionals grow theirs. Reflection Question: Who are your true referral partners, and how are you helping them win? Relationships Require Rhythm and Systems. You don't need the perfect CRM. You need the one you actually use. Brian says: Identify your top relationships, Create a connection plan, Put follow-up time on your calendar, Track what matters, and Your calendar reveals your priorities. Your CRM reveals your influence. Reflection Question: What relationship rhythm do you need to protect weekly? Success Requires Facing Challenges, Not Avoiding Them. Brian has worked with and coached thousands of successful people. Their secret? They don't avoid challenges — they grow through them. They look for opportunity in the obstacle. Reflection Question: What challenge are you resisting that might actually be your path to growth Faith, Wisdom, and Mentors Shape Everything. Brian openly shares that faith transformed his life, and that mentors changed his direction. Success isn't achieved alone. It's shaped by the wisdom of people who've walked the road before us. Reflection Question: Which wise voice should you be listening to more closely right now? Money Learning from Brian McRae: Brian uses Profit First not because it's trendy, but because he never wants financial surprises again. · Profit First gave him: Peace of mind Predictable cash flow Confidence his taxes and expenses were covered The freedom to build a coaching business in alignment with his strengths He described Profit First as a system that eliminates stress and supports life-aligned decisions. In Richer Soul terms: It's a structure that creates space for purpose. Key Takeaway: Success is not built on followers, funnels, or tactics. Success is built on intentional generosity, consistent relational rhythms, and becoming someone others want to advocate for. Emotional loyalty is the last unfair advantage in a world of automation. Bio: Brian McRae built an award-winning, referral-based mortgage practice that placed him among the top 1% of originators nationwide. But along the way, he discovered a surprising truth: success isn't about being the best salesperson in the room—it's about becoming the most trusted advisor in someone's life. Today, Brian coaches loan officers, financial advisors, and attorneys on how to build rich relationships that generate referrals and grow their businesses—without sacrificing their faith, family, or fitness. His clients learn how to attract business instead of chase it, freeing up time and energy for what matters most. Through his frameworks, the Trusted Advisor Playbook and the Momentum System, Brian gives leaders a step-by-step plan to win more clients by first winning more trust. If you want to grow your practice through trust instead of tactics, Brian is the coach who can show you how. Links: https://www.linkedin.com/in/briankmcrae/ https://www.facebook.com/profile.php?id=61563450897284 https://briankmcrae.com/ Which insight from Brian resonated with you the most? Share it with someone who needs to hear it — and consider sending a handwritten note this week. One small act of intention may open a door you never expected. #RicherSoul #BrianMcRae #RelationshipMarketing #EmotionalLoyalty #PersonalGrowth #InnerWisdom #PurposeDrivenSuccess #AuthenticRelationships #GenerosityMindset #NetworkingTips #MindsetShift #LifeDesign #MeaningfulSuccess #ProfitFirst #EntrepreneurLife #SpiritualGrowth #SuccessMindset #LeadershipDevelopment #HumanConnection #IntentionalLiving Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this episode of the Grow My Accounting Practice podcast, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting professionals—especially women in the chiropractic field—through the Profit First framework. She discusses her path to joining the Beyond Your Books team and how she bridges chiropractic care with financial advisory work. Dr. Tucker explains why posture and musculoskeletal health are critical for office-based professionals, particularly accountants and advisors who spend long hours at a desk, and how physical strain can quietly impact productivity, focus, and long-term success. The conversation wraps with practical "Invest in Your Spine" tips, encouraging listeners to intentionally invest their time, attention, and resources into simple posture and ergonomic improvements. This episode offers an insightful reminder that protecting your body is not just a health decision—it's a profitability strategy. Website: http://www.drhollychiro.com/ http://www.beyondyourbooks.com/ Corporate Partner: People Processes - https://peopleprocesses.com/ Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
Most clinicians are great at caring for patients—but struggle to understand why and how they actually get paid as business owners. In this episode of the Uncaged Clinician Podcast, Kevin DeGroat breaks down a practical, clinician-friendly approach to money using an adapted Profit First framework designed specifically for service-based practices where the owner wears every hat. You'll learn why "whatever's left in the bank" is a dangerous way to pay yourself, how to separate your roles as owner, clinician, administrator, and growth leader, and why not all hours in your business are worth the same. Kevin explains: Why bank-balance accounting leads to overspending and underpaying yourself How to think about pay differently as an owner vs. a treating clinician Why administrative work should be paid at a different rate than patient care How understanding role-based pay makes hiring easier (and less emotional) When it actually makes sense to stop seeing patients altogether If you're a solopreneur—or planning to hire your first admin or clinician—this episode will help you build financial clarity, peace, and a sustainable growth plan.
You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationAre you ready for 2026 to be the year you ditch the burnout and finally scale your profits? This episode breaks down the three non-negotiable levers—like auditing your pricing and fixing your funnel leaks—that every wedding planner, photographer, and creative must master to stop undercharging and build the truly profitable business you love. Stop hoping next year will be better and start executing a plan that will completely transform your business and your weekends. The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/2026-wedding-business-plan-revenue/ =========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================Take the Wedding Pro CEO's free GAP assessmentSupport the show
Profit First is an amazing system, but only when you use it correctly. Too many small business owners hear the concept and immediately open a ridiculous number of bank accounts, creating confusion, stress, and a bookkeeping nightmare. In this video, we break down what Profit First is really about: starting small, building discipline, and using your accounts with intention. We'll also talk about the most important part of Profit First that no one mentions - Knowing Your Numbers! Your Profit & Loss and Profit First must work together if you want real results. Let's clean up the chaos and get you on a path to true profit.
If you're doing deals but still feel broke, this episode is your wake-up call. CFO and Profit First for Real Estate Investing author David Richter breaks down the exact system hundreds of investors use to finally keep their money, build stability, retire their W-2, and stop living deal to deal. Hosted by Brent Bowers of Wholesaling Inc, this episode gives you the simplest way to set up Profit First—even if you're brand new, working a 9–5, or doing your first deal.Learn how to structure your bank accounts, protect your profit, cut unnecessary expenses, and build long-term financial freedom without needing to scale to 100 deals. For more land opportunities, join The Landsharks Program.---------Show notes:(0:40) Beginning of today's episode(2:00) The three numbers every investor must know(6:00) David's story(10:10) The envelope method(11:32) Opening 2 accounts in OPEX(17:33) Implementing the Profit First System(29:09) Creating a fun account(35:00) What's working on today's market----------Resources:Profit First Real Estate InvestingThe Secret Life of Real EstateQuickbooksSimple CFORich Dad Poor DadOPEXMailchimpActive CampaignPydriveLand Sharks Data Talk to People To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?
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