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Blueprint for Wealth

Blueprint for Wealth

69 episodes — Page 1 of 2

Harnessing AI in Recruitment: Insights from People Science with Christine Nichlos

Apr 30, 202628 min

Ep 294Entrepreneurial Insights: Team Building, Adaptability, and Strategic Exits with Mihir Desai

Wayne Zell engages Mihir Desai in a conversation about his impressive entrepreneurial journey and achievements. Mihir shares valuable lessons from early failures and the importance of pivoting strategies. They discuss the significance of building a cohesive management team and recruiting based on cultural fit, as well as the role of mentorship and advisors in fostering business growth. The episode delves into adapting to unexpected changes, creating an agile company culture, and motivating employees through effective reward systems. Mihir emphasizes empirical decision-making, optimizing team dynamics, and considerations for business valuation and exit strategies.

Mar 24, 202634 min

Ep 293Building Success in MedSpa: Hormone Therapy, GLP1, Botox and Business Insights

Cassie Lane discusses her journey in the med spa industry, detailing the services offered at Cassie Lane MedSpa (GLP1, Botox, Injectables) and the benefits of hormone replacement therapy. They explore market insights on GLP-1 medications and the challenges of managing a med spa team. Cassie shares her approach to growth and values-driven decisions, as well as the impact of COVID and private equity in the medical field. The conversation covers her exploration of a business sale and associated costs, membership program liability, and future business options including phantom stock. They also discuss employee retention strategies, concluding with contact information and closing thoughts.cassielane.com

Feb 14, 202633 min

Ep 292Navigating Real Estate: Insights, AI's Role, and Advice for Aspiring Entrepreneurs

Wayne Zell welcomes Joe Killinger to discuss his extensive background in real estate and the evolution of the brokerage industry, highlighting the concerning agent dropout rate. They explore the impact of COVID-19 on interviewing with brokerage firms and offer tips for entering the commercial real estate market, including the role of AI. Joe shares his motivation and key advice for new agents, while addressing the challenges and opportunities faced by young entrepreneurs. The episode emphasizes the importance of communication and a deep understanding of entrepreneurship..0:00 Introduction and Joe Killinger's background in real estate1:46 Evolution of the real estate brokerage industry and agent dropout rate5:06 Interviewing with brokerage firms and the impact of COVID-1910:42 Tips for entering the commercial real estate market and the role of AI16:10 Joe's motivation and key advice for new agents21:46 Challenges and opportunities for young entrepreneurs23:00 Importance of communication and understanding entrepreneurship25:37 Contact information and closing remarks

Dec 30, 202526 min

Ep 290Mastering Outsourcing: Strategies to Scale, Boost Business Profit & Efficiency

Wayne Zell is joined by Kirsten Graham to explore the essentials of outsourcing for small businesses. Key Points include:- Outsourcing can significantly reduce costs and increase profit margins by leveraging global talent for tasks such as bookkeeping, software management, and marketing.- Business owners should focus on hiring for specific skill sets rather than searching for a "magic unicorn" who can do everything, ensuring the right person is in the right role.- Effective documentation and the creation of standard operating procedures (SOPs) are crucial for maintaining business continuity and building value into your business.They delve into the roles and origins of virtual assistance, addressing privacy concerns and challenges with bookkeeping and CRM. The discussion highlights software integration for business management and the strategic use of outsourcing to enhance company value. Kirsten shares insights on cultivating a dynamic global team and documenting processes for operational efficiency. They discuss how outsourcing can combat burnout and facilitate scaling, emphasizing quality control and task prioritization. The episode also covers team building and assessing outsourcing profitability.

Oct 9, 202528 min

Ep 289Phil Risher's Insights: Digital Marketing Strategies and Growth for Home Service Businesses

Wayne Zell dives into the world of digital marketing with Phil Rischer, focusing on strategies tailored for home service businesses. They discuss effective lead management and nurturing client relationships while addressing the challenges of balancing traffic sources and scaling operations. Phil highlights essential tools for CRM and lead management, and the importance of building a cohesive marketing and sales team. The conversation explores operational efficiency, success metrics, and the distinction between marketing and sales in terms of lead quality. They also touch on business growth and exit strategies.

Jul 27, 202527 min

Ep 288Innovating for Tomorrow: Carlo Rivis on Technology, AI, and Entrepreneurial Strategies

Wayne Zell welcomes Carlo Rivis to discuss his entrepreneurial journey and early projects. They explore the business ecosystem and the educational impact on technology adoption, providing examples of working with visionaries and overcoming challenges. The conversation delves into the future of technology, AI, and global adoption, examining political influences on technological development. Carlo shares insights into achieving market fit through innovations like recyclable storage batteries and solving market needs through technology. They discuss cross-industry innovation strategies and creating roadmaps for niche market strategies, concluding with contact details for further engagement.

Jun 9, 202534 min

Ep 287USAID Contractor: Jacey Spratt: Resilient Leadership Adaptation and Growth in Professional Challenges

After the termination of thousands of USAID employees, Jacey Spratt found herself without a job. As a professional coach and business leader she discusses her involvement with USAID, including its work and the criticisms it faces. The conversation navigates the impact of government changes on USAID professionals and Jacey's own adaptation strategies and future plans. Jacey shares insights into her coaching, support initiatives, and resources, offering strategies for resilience and professional adaptation for her USAID cohorts. She provides valuable advice on the broader applicability of her coaching skills.Chapters:0:00 Introduction of the podcast and guest Jacey Spratt0:31 Jacey Spratt’s background, expertise, and educational qualifications2:03 Jacey’s professional journey, recent challenges, and USAID’s role4:44 USAID’s work and addressing criticisms7:51 Impact of government changes on professionals10:21 Jacey’s adaptation and future plans13:11 Jacey’s coaching, support initiatives, and resources18:31 Strategies for resilience and professional adaptation24:33 Jacey’s advice and the broader applicability of his coaching skills27:11 Contacting Jacey and Wayne's closing remarksKey Points:- Resilience and adaptability are crucial in navigating sudden professional disruptions, allowing individuals to pivot and find new opportunities despite initial setbacks.- Support networks and community efforts, such as coaching seminars and peer encouragement, significantly aid in overcoming job loss and career upheavals by providing a sense of agency and practical assistance.- Focusing on what one can control, taking small actionable steps, and maintaining physical and mental well-being are essential strategies for rebuilding and thriving after experiencing significant career challenges.

May 15, 202529 min

Ep 286Mastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne Zell

Fletcher Brown shares his journey to become the CEO of BEI (the training site for exit planners) and the importance of his father's book "How to Run Your Business So You Can Leave It in Style." Fletcher shares the seven steps of exit planning and discuss BEI's services, membership benefits, and Fletcher's vision. The conversation covers Fletcher's experience with BEI's PlanIt software, the development of an exit planning process, and the value of monthly technical webcasts and coaching for BEI members.Chapters:0:00 Introduction of Fletcher Brown and his journey in exit planning2:34 The significance of "How to Run Your Business So You Can Leave It in Style"6:00 Overview of the seven steps of exit planning17:29 BEI's services, membership benefits, and Fletcher Brown's vision20:38 Fletcher's experience and introduction to BEI's planet software23:19 Developing an exit planning process25:19 Monthly technical webcasts and coaching for BEI members26:01 Key needs for an exit planner and contact information27:12 Closing remarksKey Points:- Understanding and defining exit objectives is crucial for business owners to successfully transition out of their companies.- Growing business value and minimizing risk are essential steps that often require motivating and retaining key employees to ensure the business can operate without the owner's daily involvement.- Implementing a structured exit planning process with clear deliverables and ongoing coaching can significantly enhance the likelihood of achieving a smooth and successful business transition.🎧Blueprint for Wealth: https://www.zelllaw.com/learning-center/entrepreneur-interviews/ 🎧YouTube Video: https://youtu.be/FhRtt8nsnZYConnect with Wayne Zell: Website: https://www.waynezell.com/ Website: https://www.zelllaw.com Website: https://www.aspiretoexit.com/ LinkedIn: https://www.linkedin.com/company/zelllaw/ Instagram: https://www.instagram.com/zelllaw?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw== Facebook: https://www.facebook.com/blprt4wealth/ Connect with Fletcher Brown: Website: https://exitplanning.com/ LinkedIn: https://www.linkedin.com/in/fletcherbrown1#BlueprintForWealth #WayneZell #ExitPlanning #BusinessSuccessTips #FletcherBrown #BEILeadership #ExitPlanningExpert #TransferableValue #BusinessTransitionTips #SevenStepsToExitPlanning #LifeBeyondBusiness

Apr 11, 202527 min

Ep 285AI vs. Voiceover? Author Aaron Ryan on the Future of Creative Careers

Wayne Zell talks with Aaron Ryan about his literary journey, the evolution of his "Dissonance" saga, and its adaptation for streaming. They discuss his children's books, marketing strategies, nonfiction work, and voice-over career, touching on AI's impact on industries and self-publishing advice.Chapters0:00 Introduction to the podcast and guest Aaron Ryan1:14 Aaron Ryan's literary journey and "Forecast" overview2:28 "Dissonance" saga evolution and adaptation for streaming5:08 Writing style and availability of the "Dissonance" series7:29 Aaron Ryan's children's books and personal storytelling experiences10:40 Marketing strategies and literary comparisons13:05 Aaron Ryan's nonfiction and voice-over career17:29 Global issues influence and marketing self-published works22:56 Creative journey and the impact of AI on industries 28:01 Screen adaptation process and advice for self-publishers34:00 Connecting with Aaron Ryan and closing thoughtsKey Points- Creativity nurtured from a young age can lead to lifelong passions and unexpected career paths.- Marketing a self-published book requires genuine enthusiasm and leveraging personal networks, even when support from close friends and family might be limited.- The evolving landscape of AI presents both challenges and opportunities for traditional creative industries such as voiceover work and book publishing.🎧Blueprint for Wealth: https://www.zelllaw.com/learning-center/entrepreneur-interviews/🎧YouTube Video: https://youtu.be/ANKxMw11t7UConnect with Wayne Zell:Website: https://www.waynezell.com/Website: https://www.zelllaw.comWebsite: https://www.aspiretoexit.com/LinkedIn: https://www.linkedin.com/company/zelllaw/Instagram: https://www.instagram.com/zelllaw?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/blprt4wealth/Connect with Aaron Ryan:Website: https://authoraaronryan.com/Instagram: https://www.instagram.com/authoraaronryan/LinkedIn: https://www.linkedin.com/in/authoraaronryan#BlueprintForWealth #AaronRyan #WayneZell #AuthorInterview #BookMarketing #Entreneurship #AIImpact #CreativeIndustries #Self-Publishing #BusinessPlanning

Feb 28, 202522 min

Ep 284Jeremie Watson's Blueprint: Scaling to 7-Figures with Proven Marketing Strategies

In this episode of Blueprint for Wealth, Wayne Zell interviews Jeremie Watson, founder of the Watson Agency, about his unique approach to marketing and business growth. Jeremie discusses his early experiences in the entertainment industry, including working with Kevin Costner and Disney, and how he transitioned to building a marketing agency that helps businesses scale to 6, 7, and 8 figures.Key points-Jeremy Watson emphasizes the importance of building credibility and creating compelling offers to scale businesses effectively.- Automation and AI are pivotal in modern marketing to save time and enhance efficiency by automating repetitive tasks and mining data quickly.- Choosing the right social media channel depends on understanding your target demographic, with platforms like LinkedIn being ideal for B2B and TikTok for younger audiences.Chapters0:00 Introduction and background of Jeremy Watson2:04 Jeremy's journey from sports to entrepreneurship4:19 Transition to marketing and CLAS framework6:44 The role of automation in modern marketing9:26 Choosing the right social media in 202513:50 AI's influence on marketing strategies16:15 Jeremy's personal philosophy and desired legacy17:28 Unveiling the 7-figure tech stack19:12 Sponsor: Watson Agency's free consultation offer20:03 Key advice for entrepreneurs and show conclusion🎧Blueprint for Wealth: https://www.zelllaw.com/learning-center/entrepreneur-interviews/🎧YouTube Video: https://youtu.be/fIT9mbdFCBEConnect with Wayne Zell:Website: https://www.waynezell.com/Website: https://www.zelllaw.comWebsite: https://www.aspiretoexit.com/LinkedIn: https://www.linkedin.com/company/zelllaw/Instagram: https://www.instagram.com/zelllaw?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/blprt4wealth/Connect with Jeremy Watson:Website: https://thewatson.agency/homeInstagram: https://www.instagram.com/thewatsonmarketing/?hl=enLinkedIn: https://www.linkedin.com/in/jeremiewatson#WealthFreedom #Entrepreneurship #LeadGeneration #DigitalMarketing #Automation #SalesFunnels #BusinessTips #MarketingTips #JeremieWatson #WayneZell #BlueprintForWealth #MarketingStrategy #BrandBuilding

Feb 7, 202522 min

Ep 283Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell

🎙️ Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin CampbellJoin host Wayne Zell as he interviews Colin Campbell, a serial entrepreneur with over 30 years of experience in building and scaling successful internet companies. Colin shares his journey, insights, and lessons learned from his book Start Scale Exit Repeat: Serial Entrepreneurs' Secrets Revealed.Episode Highlights:Impact of AI: Campbell believes AI will create more millionaires than any previous tech shift, encouraging entrepreneurs to leverage it regardless of their industry.Learning from failure: He shares a personal story of a failed business exit, emphasizing the importance of liquidity versus control when selling a company.Key components for success: Campbell outlines four essential elements - story, people, money, and systems - crucial for transitioning from startup to scaling.The X Factor: He introduces the concept of developing a unique value proposition to differentiate a business in the marketplace.Adaptability: Entrepreneurs must be willing to change their narratives and strategies as their businesses grow and markets evolve.Importance of exits: Campbell advocates for the "start, scale, exit, repeat" model to build wealth over time.Identity as an entrepreneur: He stresses that one's identity should be tied to being an entrepreneur, not to a specific company.Continuous learning: The interview underscores the importance of learning from both successes and failures to refine entrepreneurial skills over timeChapters:00:00 - Introduction and Colin's Background03:39 - The Evolution of the Internet06:03 - AI's Impact on Entrepreneurship09:21 - Learning from Failure12:34 - The Importance of Liquidity vs. Control15:00 - Key Elements of Entrepreneurial Success18:22 - The Role of Story in Business Growth21:40 - Understanding Your Personality Profile24:55 - Building a Complementary Team27:10 - The X Factor in Business Strategy30:45 - Lessons from Industry Trends34:00 - Final Thoughts and Advice for Entrepreneurs

Oct 25, 202433 min

Ep 282From Class Clown to CEO: Scott Montgomery's Journey to Success

Join us for an inspiring episode of Blueprint for Wealth as host Wayne Zell interviews entrepreneur and author Scott Montgomery. In this engaging conversation, Scott shares his remarkable journey from a challenging academic background to becoming a successful business leader in government contracting.In this episode, you'll discover:- Scott's Early Challenges: Learn how he navigated his formative years as a self-proclaimed "class clown" and found success despite not being a traditional student.- The Power of Mentorship: Hear about the pivotal role mentorship played in Scott's career and how it shaped his entrepreneurial spirit.- Building a Thriving Business: Scott discusses his company, World Gate, and the unique culture that has led to low turnover rates and high employee satisfaction.- Insights from His Book: Discover key lessons from his bestselling book, How Did You Get Here?, including the importance of legacy, collaboration, and adaptability in achieving success.- Defining Success: Scott shares his personal definition of success, emphasizing happiness and meaningful connections over material wealth.Whether you're an aspiring entrepreneur or a seasoned business leader, this episode is packed with valuable insights and practical advice to help you on your journey. Don't miss it!

Oct 14, 202430 min

Ep 281Buy Your Building and Fire Your Landlord: The Power of Commercial Real Estate Ownership

Join Wayne Zell in this episode of Blueprint for Wealth as he interviews Paul Neal, a seasoned entrepreneur and author of Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlord. Paul shares his extensive knowledge on the benefits of owning commercial real estate, especially for business owners looking to build wealth and stability.In This Episode, You Will Learn:- The Importance of Ownership: Discover why owning your commercial space can lead to greater financial independence compared to renting.- Common Misconceptions: Paul addresses the myths surrounding commercial real estate and lending.- Market Insights: Gain insights into current market conditions and how they affect your decision to buy or lease.- Investment Strategies: Learn about effective strategies for financing and managing commercial properties.- Long-Term Planning: Understand how long you should plan to hold onto a property for it to be a worthwhile investment.Whether you're a seasoned entrepreneur or just starting out, this episode is packed with valuable information to help you make informed decisions about your business's future. Don’t miss out on these insights that could transform your approach to commercial real estate!👉 Subscribe for more episodes on wealth-building strategies and entrepreneurship tips!

Sep 27, 202429 min

Ep 280From Grit to Greatness: Chaz Wolfe's Journey Selling Multiple Seven-Figure Companies

Join us for "Blueprint for Wealth," a dynamic podcast designed for entrepreneurs seeking to unlock their potential and achieve financial freedom. Hosted by Wayne Zell, each episode features in-depth conversations with successful business leaders, including serial entrepreneur Chaz Wolfe, who shares his journey of building and selling multiple seven-figure companies. In this fast-paced half-hour show, listeners will gain valuable insights into the world of entrepreneurship, including strategies for growth, the importance of integrity, and the art of balancing business with family life. Chaz discusses his experiences in franchising, real estate, and consulting, highlighting the lessons learned along the way. Several key points and important information about entrepreneurship and personal growth: 1. Chaz Wolfe's Background: Chaz grew up in a single-parent household, which instilled in him a strong work ethic and resilience. His mother's tenacity and commitment to hard work greatly influenced his entrepreneurial journey. 2. Entrepreneurial Success: Chaz is a serial entrepreneur who has built and sold multiple seven-figure businesses, including Edible Arrangements. He expanded from one location to seven in just four years, showcasing his ability to drive growth and profitability. 3. Gathering the Kings: Chaz founded this mastermind community to combat entrepreneurial isolation. It focuses on collaboration among entrepreneurs to achieve success in all areas of life, including business, family, health, and faith. 4. Five Dimensions of an Exceptional Life: Chaz defines an exceptional life through five key areas: business and finance, marriage and family, health (physical and mental), faith (spiritual and self confidence, and lifestyle. Winning in these areas is essential for holistic success. 5. Community and Support: The podcast emphasizes the importance of having a supportive community. Chaz discusses how entrepreneurs often feel isolated and how Gathering the Kings provides a space for sharing experiences, ideas, and solutions. 6. Value of Mastermind Groups: Chaz highlights the unique benefits of true mastermind groups, where members work together in harmony to achieve specific goals, contrasting it with traditional group coaching. #blueprintforwealth #serialentrepreneur #sevenfigurecompany #7figureflipping #worklifebalance

Sep 12, 202431 min

Ep 279The Revenue Transformer: Secrets from Holly Jean Jackson on Scaling Your Business

Welcome to another episode of Blueprint for Wealth with Wayne Zell! In this engaging conversation, we dive deep into the world of entrepreneurship with our special guest, Holly Jean Jackson, known as the "Revenue Transformer." Discover how Holly transitioned from a corporate career to empowering entrepreneurs, and learn about her unique "FEAR Method" for tackling business challenges. Holly shares her personal journey, including overcoming chronic pain and the inspiration behind her bestselling book, Inspiration Contagion: Health Secrets for Raving Success. She also discusses the importance of aligning business growth with personal well-being and how her holistic approach can help heart-centered business owners achieve exponential growth. Whether you're a small business owner or an aspiring entrepreneur, this episode is packed with actionable insights and inspiring stories that could transform your business and personal life. Don't miss out on learning how to grow your business sustainably and with purpose! Key Topics Covered:• Holly's journey from corporate America to entrepreneurship• The "FEAR Method" for overcoming business challenges• Aligning business growth with personal well-being• Overcoming imposter syndrome• The importance of mindset in business success Connect with Holly Jean Jackson:• Website: hollyjeanjackson.com• Book: Inspiration Contagion available on Amazon and Audible

Aug 28, 202428 min

Ep 278Blueprint for Wealth: Gary Heldt's Secrets to Business Growth and Financial Success

Welcome to Blueprint for Wealth, your go-to video blog for achieving financial freedom and business success. In this episode, host Wayne Zell interviews Gary Heldt, a seasoned CPA, entrepreneur, and financial expert with over 30 years of experience.Gary shares invaluable insights from his book, The Right Team, The Right Plan: A Winning Approach to Growing Your Business and Your Wealth, and discusses the importance of assembling the right financial team, effective tax planning strategies, and the role of community engagement in business growth.Key Takeaways:• The importance of selecting the right financial team who will LISTEN to you• Effective tax planning strategies to save your business money now• How community involvement can enhance your business reputation• The benefits of leveraging technology for business efficiency• Real-life success stories and practical advice for entrepreneursWhether you're a budding entrepreneur or a seasoned business owner, this episode is packed with actionable advice to help you grow your business and achieve financial success. Don't miss out on Gary's expert tips and inspiring stories!Subscribe to our channel for more insightful interviews and business strategies.

Aug 13, 202430 min

Ep 277No Degree Required: From Ditch Digger to Million-Dollar Entrepreneur: Ken Rusk's Blue-Collar Success Story

Discover the transformative journey of Ken Rusk, the "million-dollar ditch digger," in his Wall Street Journal bestselling book, Blue Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. Ken Rusk shares his insights from over 30 years in blue-collar trades, demonstrating that you don't need a college degree to achieve success and fulfillment.Ken discusses the importance of pursuing a career in the blue-collar field, where there is high demand and limited supply. He also highlights the significance of creating processes and systems that can be replicated and franchised. Ken's company has transitioned into an employee stock ownership plan (ESOP), allowing employees to become entrepreneurs and participate in the company's growth. He encourages individuals to define success as achieving comfort, peace, and freedom based on their own unique aspirations.What you will learn:Visualize your goals and future: Draw out your vision for success, including the type of lifestyle, work, and achievements you want. This visual representation helps activate your brain to work towards those goals.Consider blue-collar trades as a viable path to success: Don't overlook opportunities in skilled trades and blue-collar work. These careers can offer financial stability, job satisfaction, and entrepreneurial potential without requiring a college degree.Focus on providing comfort, peace, and freedom: Define success not just in financial terms, but in achieving a balance that brings you comfort, peace, and freedom in your life and work.Give back without expectation: Engage in charitable activities and giving back to the community. This not only provides personal fulfillment but often leads to unexpected positive outcomes for your business and life.Develop processes and systems that can be replicated: Create standardized procedures and systems in your business that can be easily taught and replicated. This approach allows for scalability and potential franchising opportunities.Hashtags#KenRusk #BlueCollarCash #CareerSuccess #FinancialFreedom #LifeCoach #Entrepreneurship #BlueCollarJobs #GoalSetting #PersonalDevelopment #WorkWithYourHands #NoDegreeRequired #ComfortPeaceFreedom #Mentorship #SkilledTrades #SuccessWithoutCollege #Inspiration #SelfHelp #FinancialPlanning #CareerAdvice #JobSatisfaction

Jul 30, 202433 min

Ep 276From Corporate Leader to Entrepreneur: Tina Fox's Journey to Empowering Women in Business & Building the First Digital Mentorship Platform

Entrepreneurs gain invaluable insights from Tina Fox, a seasoned corporate executive turned successful entrepreneur.Tina's journey from winning her first sales contest in sixth grade to leading Fortune 500 companies and eventually founding her own businesses, including TERN Mentoring, offers a wealth of practical advice and inspiration.Tina’s story highlights the importance of mentorship and networking, crucial elements for entrepreneurial success. Tina's experiences in balancing a demanding career with family life provide relatable and actionable strategies for entrepreneurs facing similar challenges.Listen to find out how Tina aligned her professional goals with personal values to be more present for her family.The podcast also delves into Tina's innovative approach to mentorship through TERN, a digital platform connecting mentors and mentees, primarily targeting universities. Her structured approach to mentorship can help entrepreneurs build valuable networks and gain guidance.Tina's candid discussion about overcoming the challenges of:learning the language of entrepreneurship learning to raise capital the strategies into effective sales and business development finding excellent mentorship and networking to build a successful business.

Jul 18, 202433 min

Ep 275Exit Planning Strategies: How to Build Transferable Value and Exit Without Exiting | Interview with The Real Jason Duncan

In This Interview, You'll Discover:Create Transferable Value: How to develop a business model that others can run just as successfully.Cultural Foundations: The steps to cultivate a company culture that sustains growth without your daily presence.Delegating Effectively: Learn the art of delegation to avoid the common 'hero syndrome' that many founders face.Strategic Positioning: How to set up your business to attract potential buyers or successors.Exiting Without Exiting: Jason's unique philosophy on how to remain profitable while stepping back from day-to-day operations.📈 Whether you're just starting out or are knee-deep in operations, the insights offered in this interview are indispensable. Get ready for enriching advice that spans the gamut of leadership, systematization, and long-term planning—all aimed at helping you reclaim your time and create a passive profit generator!✨ Don't miss out on this exclusive interview filled with the blueprint you need for a stress-free exit from your business. Hit play, learn from the best, and transform your business destiny!

Jul 5, 202428 min

Ep 274Discover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd

In this episode of "Blueprint for Wealth," host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35 years of experience. Bill introduces the "Charitable Pay Raise," a patented tax strategy designed to maximize after-tax cash flow while supporting meaningful charities. Learn how this innovative approach combines charitable income tax deductions with Roth IRA conversions to create tax-free cash flow for life. Bill also discusses the impact of the Tax Cuts and Jobs Act of 2017 on this strategy and how it can benefit high-net-worth individuals, families, and philanthropists. Don't miss this insightful conversation on tax planning, estate planning, and financial strategies.Key Topics:Introduction to the Charitable Pay RaiseCombining charitable deductions with Roth IRA conversionsImpact of the Tax Cuts and Jobs Act of 2017Benefits for high-net-worth individuals and familiesEstate tax savings and wealth replacement strategies#TaxStrategy #CharitableGiving #RothIRA #Wealthtransfer #Philanthropy #TaxFreeIncome #assetprotection #charitableplanning #dynastytrust #charitabletrust #estateandgifttax #revocabletrust #generationalwealthtransfer #EstatePlanning #Zelllaw #waynezell #blueprintforwealth

Jun 14, 202428 min

Ep 273Doug Thorpe, Executive Coach & Business Advisor. Owner of HeadwayExec. Host of "Leadership Powered by Common Sense."

Welcome to "Blueprint for Wealth," hosted by Wayne Zell. In this episode, we dive into the inspiring journey of Doug Thorp, a Texas native and executive coach. Doug shares his experiences from growing up in San Antonio, attending Texas A&M, serving in the Army, and transitioning into a successful career in banking and entrepreneurship. Learn how Doug's military background shaped his leadership skills and how he navigated the challenges of the 2008 financial crisis to become a sought-after executive coach.Key Takeaways:· Doug Thorp's unique path from military service to executive coaching.· The importance of leadership skills learned in the military.· Overcoming the 2008 financial crisis and pivoting to new opportunities.· The Strive model for job search success and career transitions.· Discovering your personal "Why" and leveraging it for professional growth.· Doug's role in Acquira, helping entrepreneurs acquire and transition businesses.Timestamps:0:00 - Introduction 1:15 - Doug Thorp's Early Life in San Antonio 3:45 - Choosing Texas A&M Over West Point 6:30 - Influence of Doug's Entrepreneurial Mother 9:00 - Military Career and Leadership Lessons 12:45 - Transition to Banking and Corporate Success 16:30 - Impact of the 2008 Financial Crisis 20:00 - Founding Jobs Ministry Southwest 23:15 - Executive Coaching and Strive Model 27:00 - Discovering Your Why with Doug Thorp 30:45 - Involvement with Acquira and Business Transitions 35:00 - Conclusion and Contact Information#BlueprintForWealth #DougThorp #ExecutiveCoaching #Leadership #Entrepreneurship #MilitaryToBusiness #CareerTransition #JobSearchSuccess #DiscoverYourWhy #BusinessAcquisition #FinancialCrisis #TexasAM #SanAntonio #WayneZellCall to Action:If you enjoyed this episode, don't forget to like, comment, and subscribe for more inspiring stories and expert advice on wealth and entrepreneurship. Visit Doug Thorp's website for a free consultation: DougThorp.com

Jun 3, 202436 min

Ep 272Lane Kawaoka: Author -The Wealth Elevator & Real Estate Maven 10,000+ Units & $250M Projects

Lane Kawaoka has distinguished himself in the real estate industry, known for his extensive experience and impressive portfolio. With over a decade of expertise, he manages a remarkable portfolio of more than 10,000 units. Lane is the driving force behind The Wealth Elevator, a platform dedicated to helping individuals achieve financial independence through real estate investments. @thewealthelevator.comIn addition to his real estate accomplishments, Lane is the author of The Wealth Elevator and a Licensed Professional Engineer (PE) in Civil and Industrial Engineering. His engineering background includes orchestrating capital construction projects exceeding $250 million in both public and private sectors. This unique combination of engineering and real estate expertise positions Lane as a versatile and knowledgeable leader in his field.

May 18, 202433 min

Ep 271Interview: Dr. Otis Fulton, VP for Psychological Strategy, Turnkey for Good + Selling your company to a Non-Grantor Trust

Description:Join us in this enlightening session with Dr. Otis Fulton, where he delves into the fascinating world of behavioral science and its pivotal role in marketing strategies for nonprofit peer to peer fundraising. Discover key psychological principles that can transform your approach making it more effective and engaging.In this video, Dr. Otis Fulton, an expert in behavioral science, shares his profound insights on how understanding human behavior can significantly enhance your fundraising efforts. Whether you're a nonprofit professional, a student of psychology, or simply curious about the intersection of behavior and giving, this video is packed with valuable information.To learn more about this topic connect with Dr. Fulton at Turnkeyforgood.com To hear more interviews, visit us at zelllaw.com Subscribe to our Blueprint for Wealth Apple Podcast!https://apple.co/4b1KDiO #nonprofits #charitablegiving #peertopeer #turnkeyforgood #estateplanning #legacyplanning #dynastytrusts #generationalwealth

May 3, 202437 min

Ep 270Board of Advisors + Interview with Katrina VanHuss, Founder at Turnkey for Good

Unlock the power of nonprofit leadership with our exclusive interview featuring Katrina VanHuss, the esteemed Founder of Turnkey For Good! Don't miss this opportunity to elevate your nonprofit game! Subscribe now for more empowering content on nonprofit leadership and organizational growth. 🎥 Join us for an enlightening educational moment as we delve into the critical role of a Board of Advisors in driving organizational success.#TurnkeyForGood #KatrinaVanHuss #NonprofitLeadership #BoardOfAdvisors #EducationalMoment

Apr 17, 202438 min

Ep 269Partnerships + Interview with Kavita Sahai, Founder at K Sahai

In this insightful interview, we delve into the expertise of Kavita Sahai, the esteemed Founder at K Sahai. Join us as we explore the world of strategic partnerships in our special Educational Moment segment.

Apr 3, 202439 min

Ep 268B Corporations + Interview with Kenneth Baden, President of Potomac Custom Remodeling Inc,

Unlock insights with Kenneth Baden, President of Potomac Custom Remodeling Inc., as he delves into the world of home renovation and industry trends. Gain valuable knowledge on sustainable practices and business ethics with a focus on B Corporations. Join us for an enlightening discussion on the future of remodeling and corporate responsibility.

Mar 13, 202438 min

Ep 267Sole Proprietorships + Jen Dalton, Founder & CEO of BrandMirror

On this segment of Blueprint for Wealth, Wayne Zell discusses Sole Proprietorships + Interview with Jen Dalton, Founder & CEO of BrandMirror.To learn more, visit us at zelllaw.com

Feb 28, 202436 min

Ep 266When Should I Sell a Piece of My Company to a Non-Grantor Trust? + Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author

On this segment of Blueprint for Wealth, Wayne Zell discusses Selling a Piece of Your Company to a Non-Grantor Trust + Interview with Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author.To learn more, visit us at zelllaw.com

Feb 7, 202433 min

Ep 265Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast

On this segment of Blueprint for Wealth, Wayne Zell discusses Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast.To learn more, visit us at zelllaw.com

Jan 10, 202444 min

Ep 264Management Succession Plans (MSP) + Barry Labov, President & CEO of LABOV

On this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans (MSP) + Interview w/ Barry Labov, President & CEO of LABOVTo learn more, visit us at zelllaw.com

Dec 6, 202333 min

Ep 262IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate

On this segment of Blueprint for Wealth, Wayne Zell discusses IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate To learn more, visit us at zelllaw.com

Nov 15, 202335 min

Ep 261Partnerships + Interview with Chris Voss-- CEO of The Chris Voss Show Podcast

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On this segment of Blueprint for Wealth, Wayne Zell discusses Partnerships and interviews Chris Voss-- CEO of The Chris Voss Show Podcast To learn more, visit us at zelllaw.comTo view the video version, go to

Oct 12, 202345 min

Ep 260LOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY Water

On this segment of Blueprint for Wealth, Wayne Zell discusses LOIs Letters of Intent and interviews Scott Miller-- Co-Founder & CEO of YESLY WaterKen Uptain founded Essentia water in 1998. By 2017, Essentia water, fueled by a passionate following of loyal consumers, became the top selling premium bottled water brand and #1 ionized alkaline water brand in the natural foods retail channel! In early 2020, Ken appointed beverage industry veteran, Scott Miller as the company’s Chief Executive Officer to lead Essentia through its next major growth stage and brand evolution.After Ken and Scott sold Essentia to Nestle in March 2021, they reteamed to once again make their mark in the still water category and founded YESLY Enhanced Flavored Still Water.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/DkljTzdvls4

Sep 6, 202332 min

Ep 259Minor's Trusts + Interview with Brandon Avergon,

On this segment of Blueprint for Wealth, Wayne Zell discusses Minor's Trusts and interviews Brandon Avergon-- President, Rampart Consulting GroupBrandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services. Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, offshore jurisdictions, and wealth and asset protection to create a comprehensive plan to address the needs of his clients.Mr. Avergon is known for his ability to analyze complex issues and develop pragmatic solutions. He lives with his wife in the Boston area and enjoys spending time outdoors and charitable work with local organizations, including the Boys and Girls Clubs of America. To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/jC9QWh0n0KA

Aug 8, 202328 min

Ep 258Family Holding Companies + Jacqui Arambula-- Co-Founder of Haulink

On this segment of Blueprint for Wealth, Wayne Zell discusses Family Holding Companies and interviews Jacqui Arambula-- Co-Founder of Haulink"We are Truckers. Haulink is a software platform and mobile application created for haulers by haulers. We know what it’s like to have to look for work, drive, keep track of paperwork, and then get paid on time (good luck with that!). We know what it’s like for our contractors in the field to need your project completed on time, with efficiency, and under budget."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/fcx81exlf4U

Jul 14, 202322 min

Ep 257Stock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.

On this segment of Blueprint for Wealth, Wayne Zell discusses Stock Options and interviews David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC."Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and concerns. Because life insurance is complicated, we use a consultative approach to help you to develop a creative, customized solution that fits your needs. We help you through the underwriting process and then assist you in implementing. But most importantly – we will remain with you from beginning to end, checking in with you on a regular basis to make sure that the plan is performing effectively and monitor any changes to your situation.GWE works with a wide variety of insurance carriers in the marketplace. With multiple carrier representation, access to proprietary products and excellent in-house research and knowledge, we have the ability to provide objective advice that can lead to a better underwriting outcome that enhances long-term results."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/l7qZIh0ieaA

Jul 14, 202337 min

Author Hour Podcast

Your Multimillion-Dollar Exit: Wayne M. Zell, JD, CPA - Author Hour

May 16, 202334 min

Ep 256Management Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & Author

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On this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans and interviews Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorTo learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/ofjJcGn0mPA

May 16, 202336 min

Ep 255Board of Advisors + Jim Schleckser – CEO & Founder of The CEO Project

On this segment of Blueprint for Wealth, Wayne Zell discusses Board of Advisors, and interviews Jim Schleckser – CEO & Founder of The CEO Project."Our CEO peer groups consist of CEOs running large enterprises with revenues ranging from $20M to over $2 billion in annual revenue. They’re humble learners who are committed to continuous improvement and legacy impact.They have control over their schedule, so they can travel and meet the requirements of membership. And they come from a broad range of companies based on size, business model, and industry. In fact, business diversity is one of the unique characteristics of our approach – as many groundbreaking ideas come from lateral thinking from other industries.We have a national membership of about 100 CEOs who are formed into non-competitive groups of 8-10 members. Our small group size, compared to other CEO peer networks, ensures each member receives plenty of time on the critical issues that can drive their businesses forward."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/nPOOPa3WB6o

Apr 12, 202342 min

Ep 254Alternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrust

On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, and interviews Mimi Duff – Managing Director, Senior Client Advisor at GenTrust."GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/T48bw8Kq7vs

Apr 3, 202330 min

Ep 249Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen

On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen. "GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. GenTrust is nationally certified by the Florida State Minority Supplier Development Council as a Minority Business Enterprise." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/dQXBsbVXp30

Feb 14, 202342 min

Ep 250What You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John Burton

On this segment of Blueprint for Wealth, Wayne Zell discusses What You Need to Know About Selling Your Business, followed by an interview with Serial Entrepreneur, Venture Capitalist, and Former CEO of Nintex and Updata Ventures, John Burton.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/-aBI_nEyqxo

Feb 14, 202336 min

Ep 247Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis

On this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis. "TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/TkeJwoHD9Y0

Feb 14, 202324 min

Ep 245Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker

On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker. To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/jkOmJXHy7e8

Feb 14, 202330 min

Ep 2432023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro

On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro. "The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/4ILWqTaQpRw

Feb 14, 202334 min

Ep 248Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen

On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen."GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors.GenTrust is nationally certified by the Florida State Minority Supplier Development Council as a Minority Business Enterprise."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/dQXBsbVXp30

Feb 8, 202342 min

Ep 246Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis

On this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis."TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/TkeJwoHD9Y0

Feb 8, 202324 min

Ep 244Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker

On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/jkOmJXHy7e8

Feb 8, 202330 min

Ep 2422023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro

On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro."The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/4ILWqTaQpRw

Feb 8, 202334 min