Inside BS Show

How to Attract New Patients to a Healthcare PracticeMarketing a healthcare practice has become more competitive than ever. It used to be easy to attract clients as a doctor, dentist, or chiropractor. These days you need to be more strategic. On this episode of The Inside BS Show, Dave Lorenzo interview Carl White about this subject. They discuss organic growth and a healthcare practice. Join us. Chapters:00:00 Introduction to How to Attract New Patients to a Healthcare Practice01:15 Why Carl Chose to Work with Medical Practices03:20 Why Do Physicians Need to Focus on Marketing?05:00 Besides Vitals and Health Grades, What Other Platforms Should Docs Focus On?08:00 Should Medical Professionals Use Video?12:00 How Does Carl Work with Medical Practices?16:26 How Long Does It Take for Medical Practices to Attract New Clients?23:55 How Can Medical Practices Attract More Referrals?27:20 The Benefits of a Weekly Email Newsletter32:00 Select Topics for Marketing Based Upon Questions People Ask You34:10 What are the Things That Differentiate Carl’s Company From Everyone Else?Carl WhiteHealthcare Marketing Expert(847) 802-8479whitec@marketvisorygroup.comwww.marketvisorygroup.comAbout Carl White:Carl White, founder of MarketVisory Group, focuses on helping independent private practices in healthcare build sustainable growth. Carl has over 20 years of experience doing marketing in healthcare. For much of his career he worked at Baxter and Hollister. He started MarketVisory Group 5 years ago so he can broaden his reach and help a wider variety of doctors, clinicians, and patients. Carl is a Duct Tape Marketing Certified Consultant. He lives in Northbrook, IL.

How to Pick The Ideal FranchiseIf you have ever wanted to own a business, you've probably looked at buying a franchise. There are a number of different things you should look at before 1). Deciding to go into business for yourself 2). Deciding to buy a franchise instead of starting from scratch and 3). Deciding what franchise to buy. Dave Lorenzo covers all of those things during his conversation with Scott Majeski, a Franchise Consultant.Chapters00:00 Introduction to Picking the Ideal Franchise01:00 How Scott Majeski Became a Franchise Consultant03:00 How Does Scott Help People Pick The Right Franchise?05:00 What Role Does Investment Capability Play in Franchise Selection?08:30 What People Dream vs. The Reality of Starting a Franchise14:30 Do People Start with Multi Unite Franchises?17:00 How Has the Franchising Industry Changed in 2020, 2021 and 2022?23:00 What Franchise Concepts are Hot Today27:00 Here are the Benefits of Buying a Franchise29:30 The Process of Selecting a Franchise35:00 Who Give Scott His Best Referrals?37:20 Who Is a BAD Fit for Franchising?Scott MajeskiFranchise Consultant(312) [email protected] Scott MajeskiScott’s personal experience as a successful franchise owner gives him the perspective to help clients assess their real opportunities, risks and timing to make sound decisions. Having gone through the process of selecting and opening a PuroClean Restoration franchise 12 years ago, he understands the stress of making a career change, evaluating the multitude of franchise opportunities, going through the discovery process, understanding the financial commitment to open a business, and finally, making the exhilarating decision to open a business. Prior to joining FranNet, Scott bought his PuroClean franchise and built a thriving business helping homeowners recover from water, fire, and mold damage. Before becoming an entrepreneur, Scott was an institutional investment consultant building investment portfolios for Wall Street firms to use with their clients, helping them save for their retirement.Scott is the principal of FranNet of Chicago and NW Indiana. He is a recognized speaker, conducting over 60 seminars and webinars per year on business ownership. Many of these seminars and webinars have been conducted in cooperation with the Small Business Administration and SCORE.

Would you like to discover insider secrets to the Chicago Real Estate Market? How would you handle a tough negotiation? Is it better to work on the residential, commercial or developer team in real estate? The answers to these questions and much more are revealed in this episode of the Inside BS Show. Join Dave Lorenzo as he interviews Chicago Real Estate expert Steven Glick. Chapters00:00 Introduction to Chicago Real Estate Insider Secrets00:45 Steven Glick Shares his Vast Real Estate Background01:30 What Makes Steven Different02:00 What is the Most Fun and the Most Challenging Aspect of Working in Real Estate?03:00 Steven Glick Shares Insider Secrets to Making a Deal in Real Estate04:45 How Do You Get an Unrealistic Client to Come Back Down to Earth?06:09 How One One Home Sale Can Make a Market in Real Estate09:45 Is It Easier to Work in Commercial or Residential Real Estate?10:40 A Deal Steven Glick is Particularly Proud to Be a Part Of.11:35 What is Steven Glick Worried About in Today's Hot Real Estate Market?14:40 What Advice Does Steven Give to Young People Who Are New To Real Estate?19:00 A Great Deal that Steven Received From a Referral23:10 What is a Day in the Life of Steven Glick - Chicago Realtor?25:20 How to Bounce Back from a Set BackSteven GlickReal Estate Expert(773) [email protected]://www.atproperties.com/site/ste...About Steven GlickSteven Glick is a seasoned veteran in the Chicago real estate market. Over the past 31 years, I have cultivated expertise in supporting clients buying and selling residential, investment, and commercial property, buying land for development, building new construction, or rehabbing existing buildings. In addition to my experience as an agent, I have personal experience as a developer, builder, rehabber, and investment property owner.

Are you Working to Live or Living to Work?If you are a professional and you know you're not on the right career path, this is the show for you. If you are a professional and you work for other people and you want to be on your own, this is the show for you. If you don't know what you want to do, this is the show for you.Today Dave Lorenzo interviews Amy Gardner and she helps attorneys find their ideal career. She focuses on attorneys but this show is applicable for anyone in professional services. Chapters00:00 Your Career as a Profession: Are You Working to Live or Living to Work?01:20 How Did Amy Become a Career Development Guru for Lawyers?03:30 What Happens if You Realize You Invested So Much in Your Career and You Feel You Cannot Make a Change?05:40 If You Want Freedom, You Must Do This06:30 Even In-house Lawyers Need relationships08:00 What is the Value of Managing and Growing Relationships? Is It Ever Too Late to Start?09:45 A Tale of Two Lawyers12:14 What Does a Career Path Look Like For a Lawyer Today?20:40 Why Don't Law Firms focus on Leadership? What Can Be Done to Change This?23:00 Why is Promoting the Top Originator or Top Billing Attorney Often a Mistake?26:00 Should Lawyers Embrace Non-Lawyer Managers?27:45 What is the Future of Non-Lawyer Ownership of a Law Firm?29:30 Are The Ethical Concerns About Non-Lawyer Ownership Unfounded?Amy M. [email protected] Amy GardnerAmy M. Gardner is a Certified Career Development and Career Transitions Coach and Team Development and Leadership Consultant with Apochromatik. Amy's work draws on her unique experience as dean of students at the University of Chicago Law School and a successful career practicing law, first as a Big Law litigation associate, and later as an associate and then partner at a mid-size Chicago firm. She received her B.A. from Luther College, her J.D. from the University of Chicago Law School, and her M.A. in Public Policy and Administration from Northwestern University. Amy works with attorneys one-on-one and through small group Future in Focus attorney masterminds, while her work developing teams and leadership within teams spans all industries. Her career, team development, and goal achievement advice has been featured in media including Bustle, Corporette, Glassdoor, Health, Monster, NBC, and Women's Running magazine. You can email Amy at [email protected]://youtu.be/8oEL_MAJ0O0

How to Make Your Business and Your Life EpicThere is a great deal of wisdom in this episode. If you've never met Justin Breen you are in for a real treat. He is a fun guy who shares his opinions directly and honestly. I loved speaking with him and I love his life philosophy. He puts family first and makes no excuses, ever.Watch this show and become EPIC! Chapters:00:00 Intro to How to Make Your Business and Your Life Epic01:30 Justin Talks about a Meeting That Went from Metaverse to LinkedIn To Zoom To Real Life02:30 Dave Simplifies Justin's Approach03:00 How Justin Gets New Business without Doing Outbound Sales05:50 The Definition of a Real Relationship07:12 Get to Get | Get to Give | Give to Get | Give to Give08:10 How Do We Sniff Out the People Who Really "Get It"09:20 "What do you Cost?" Means You Should Runn Away10:10 Dave Tells a Story About a Guy Who Gets It12:00 A Great Nick Saban Quote12:30 Investment vs. Cost14:30 Don't Overthink Things16:14 My Business is About What You Need17:20 Nobody Cares About What You Do. They Care About Who You Are19:40 Overthinkers are Under-doers24:40 Why You Need to Raise Your Rates to Attract Greatness29:20 Confidence Attracts Confidence29:50 Four Things Entrepreneurs Overcome: Bankruptcy, Depression, Anxiety, Traumatic Experience35:30 Put Family FirstJustin BreenFounder & CEOBrEppic(773) [email protected]://www.brepicllc.com/About Justin BreenJustin Breen is CEO of the global PR firm BrEpic Communications and global connectivity platform BrEpic Network, and author of the No. 1 International Best-Selling Book, Epic Business. He is an extremely active member of Strategic Coach 10x, Abundance 360 and Entrepreneurs' Organization, and he has an incredible global network of visionaries and exceptional businesses. He is currently writing his second book, Epic Life, which will include a foreword from XPrize and Singularity University founder Peter Diamandis.

Today's show is a master class on bankruptcy. Dave Lorenzo interviews Neville Reid, a Chicago Bankruptcy Attorney and Trustee. Neville shares many insights while teaching our viewers and listeners all about Federal Bankruptcy Proceedings.If you are involved in the practice of law or in business transactions, you need to join us for today's show. 00:00 Introduction Bankruptcy Master Class01:20 Why Neville Chose Bankruptcy as His Practice Area03:30 Dave and Neville Discuss the Fraternal Nature of the Bankruptcy Bar05:35 An Example of a Bankruptcy Case with Multiple Creditors09:00 Why Each Creditor In a Chapter 11 Needs to Have Their Own Lawyer10:00 Why Neville Chose to Be a Bankruptcy Trustee12:20 Neville Shares His Opinion About the Bankruptcy Stigma20:15 What a Business Owner Should Do If He/She is Getting Calls from Creditors26:50 The Superpower Bankruptcy Lawyers Have30:50 Who Gets Paid First in a Bankruptcy Proceeding?33:59 How Neville Gets New Cases38:15 How Neville Balances Working and LifeNeville ReidBankruptcy Attorney and Trustee(312) [email protected]://foxswibel.com/who-we-are/n-ne...About Neville Reid:Neville Reid is an attorney and a capital partner who co-chairs the Bankruptcy, Restructuring and Creditors’ Rights Group at the law firm of Fox, Swibel, Levin & Carroll LLP in Chicago. Prior to Fox Swibel, Neville was a partner in the bankruptcy group of Mayer Brown LLP, where he practiced law for 22 years. His principal expertise is advising companies, lenders, receivers, trustees, investors and other clients on a wide array of insolvency-related issues, including restructuring corporations and their relationships with creditors, advising lenders on restructuring loans with distressed borrowers, and structuring acquisitions of distressed assets for investors. Neville has over 30 years of experience in this area, including 28 years as a bankruptcy trustee who is frequently appointed by bankruptcy judges to investigate fraudulent transactions and liquidate assets in bankruptcy cases for the benefit of creditors. Neville has also served as a receiver appointed by the SEC in a Ponzi scheme case currently pending in Chicago. Neville has served on the Board of Directors of the National Association of Bankruptcy Trustees for the past 7 years and was its President in 2020-2021. In 2017, Neville received the Illinois Harvard Law Society’s Role Model Award. Neville has been rated AV Preeminent through the Martindale-Hubbell Peer Review Rating system, and since 2012 has been named to the list of Illinois Super Lawyers. In 2021, Neville was selected to be a Fellow in the prestigious American College of Bankruptcy (ACB), based on his professional accomplishments in the insolvency profession, ethics, and civic engagement. He will be formally inducted in the ACB in Spring of 2022. Neville and his wife, Reverend Adonna Reid, have five children and live in Chicago’s Beverly community. Neville received his B.A. from Harvard College, magna cum laude, in 1984, and his law degree from Harvard Law School in 1987.

Business Ownership and Succession StrategyRunning a family-owned business is not easy. In fact, it may be the most difficult form of business entity to run, grow and manage. Bruce Werner has experience doing this and he also has experience working with public companies and private equity.On this episode of the inside BS Show, Dave Lorenzo Inter views Bruce Werner and picks his brain about succession planning, running a family business and working with private equity funds. Chapters:00:00 Introduction: Business Ownership and Succession Strategy02:00 Bruce Werner’s History with a Family Business03:00 Werner’s Three Rules for Family Business Success04:28 Bruce’s Recent Background05:20 What is the Value of an Outside Advisor to a Family-Owned Business07:50 What is a Family Constitution? Why is it Important?09:40 How Experience in a Family Business Prepared Bruce for Publicly Traded Companies13:40 Was there More Empathy in the Werner Business Because It Was a Family Business?21:15 Bruce Explains How Private Equity Worked for Him (He’s Been on Both Sides)23:00 How Bruce Helps the Business Owner26:30 How Does Bruce Get Paid?28:30 Bruce Explains “A Day in His Life.”30:00 Who Are Bruce’s Best referral Sources?32:30 The Wrong Person to Introduce to Bruce is…33:20 Bruce Wrote a Book Titled: “Your Ownership Journey” Link in DescriptionHere is Bruce’s Book on Amazon:https://www.amazon.com/Your-Ownership...Bruce WernerManaging DirectorKona Advisors(847) [email protected] Bruce WernerBruce Werner is the Managing Director of Kona Advisors LLC, which provides governance and owner advisory services to middle market businesses. His range of assignments has included M&A, strategy, finance, workout, succession planning and all facets of family business consulting. Mr. Werner is an experienced outside director, having served on numerous boards during periods of growth, restructuring and crisis management.He writes and speaks on ownership and governance issues impacting the middle market.

The Future of Law OfficesDo you want a glimpse into the future of law offices? Join us on this episode of The Inside BS Show as Dave Lorenzo speaks with Grant Drager, Vice President of Business Development at Amata Offices. This is a firm that focuses on providing office space and administrative services and their model is the future of how attorneys will work. Chapters00:00 Introduction: Turn Your Office into a Networking Opportunity01:30 Who is Grant Drager and Amata Law Office Suites and What Do They Do?03:00 Why Amata is Different and Why do Sole Practitioners Small Law Firms Love Amata?04:20 Three Services in One at Amata05:20 Where Did the Idea for this Offering Come From?06:15 If I Need an Office a Couple of Days Per Week, Is This For Me?08:37 How Many Attorneys are in this Network?10:00 What Do Clients Think About Shared Workspace?12:32 Grant Explains the Virtual Program and the Permanent Program17:15 How Amata and Grant help People with Some Challenges During the Pandemic20:00 What Makes Amata Different from Other Shared Workspaces21:42 What Are Some of the Challenges Attorneys are Facing Now?23:00 Why Do Larger Firms work With Amata?24:00 What Are the Lease Terms at Amata?24:50 What Are the Challenges Amata Faces?26:00 Are People Returning to an Office?28:00 What is the Number One Reason to Work with Amata?Grant DragerVP of Business DevelopmentAmata Law Office [email protected](312) 523-2030About Grant DragerAs the Vice President of Business Development, Grant uses his knowledge of the office and real estate market in Chicago, his education from DePaul in Paralegal work, and his background is Sales to work with existing as well as prospective clients. Working primarily with Law Firms, and their members, Grant focuses on the Physical office space needs, Administrative and Paralegal support, and Phone Answering and system needs of clients to learn what their pain points are, what they need to achieve their short and long term goals, and how Amata can help them in achieving those goals. Grant has a personal background in Performing (BFA in Musical Theatre) as well as a retail background since childhood. Grant can be seen more regularly on stage as "Blanche Deveraux" in Hell in a Handbag Productions regularly returning new productions of "Golden Girls, the Lost Episodes" He also is an owner of OUTSKIRTS Vintage, a vintage clothing and alteration shop in the Ravenswood Neighborhood in Chicago.About AmataAmata is unlike any other business in our industry. That is why we are the largest privately owned and managed Office Suites provider in Chicago. With several state-of-the-art facilities located throughout the Chicago loop and Naperville, Amata provides full and part time office solutions to companies of all sizes. Whether you are a large company looking to strategically open a sales office or a small company trying to control your costs, Amata will customize a solution for you!

B2B Branding and Lead Generation SecretsIf you like B2B leads (and who doesn’t) you’ve got to join us for today’s Inside BS Show. On this episode Dave Lorenzo interviews Kait LeDonne, a branding expert who has cracked the code on LinkedIn.Kait shares lots of secrets and helps us grasp the most important aspects of branding in a digital age. Chapters:00:00 Introduction01:45 How Kait Become an Expert in Branding Using New Media04:30 Is it Branding or Is It Lead Generation? Does It Matter?06:00 Why Dave Has It Backwards09:00 Kait and Dave Talk About the Perception and Why Kait’s Approach is So Effective11:00 Branding is Not About YOU!12:30 Why Do You Start a Business? Not Because You’re Good at Something. Because People Need It.15:00 How Does Kait Get Results Where Other People Fail?20:00 Should We Accept People We Don’t Know on LinkedIn?25:56 Why Kait Moved into “Done for You” Model29:00 How Kait’s Model Generates Buy-in30:20 What Does Kait’s Discovery Phase Look Like?34:00 What is a Real Business vs. Lead Generation?35:15 Facebook and Instagram: Only Use Them If Your Clients are Consumers or Gen X39:00 Should We Use Retargeting to Serve Ads to People Who Connect with Us?Kait LeDonnePersonal Branding [email protected]://www.brandwisemedia.com/About Kait LeDonneKait LeDonne is the founder of Brandwise Media, a personal brand & social media agency based in NYC. Kait has authored the book "The Attraction Magnet: “The 7 Insider Secrets The World's Biggest Brands Use to Attract Customers Who Can't Wait to Buy From Them," and is regularly featured in national and international publications as a commentator on celebrity and corporate brands. Kait also developed one of the first online courses centered around LinkedIn, The Influence Academy, to teach executives how to position themselves as thought leaders in their respective spaces. To date, over 100 executives have completed the program.

Make More Money and Have More Fun as a LawyerIf you want to make more money and have more fun as a lawyer, you cannot miss this episode of The Inside BS Show.On today's show Dave Lorenzo and Steve Fretzin share some great ideas for growing a law firm and managing your practice. They also talk about the value in creating a lifestyle practice. If you want to get some great ideas and have a few laughs, you need to join us.Chapters00:00 Intro: Make More Money and Have More Fun as a Lawyer01:24 How a Plane Crash Inspired Steve to Do What He Does06:00 How Can a Lawyer Structure a Business to Live Life on His/Her Terms?09:00 The Myth of Working Hard vs. Working to Enable Your Lifestyle11:40 You Don’t Get Extra Points for Doing Things the Hard Way13:00 Steve Debunks the Myth that You Can “Just be a Good Lawyer” and the Clients Will Come17:00 The Story of How Someone Bought into the Myth of Having Lots of Employees19:00 The Danger of Winging It23:15 What is the Value in Learning from Your Peers?28:00 What is the Value of Looking at The Practice of Law with Fresh Eyes?31:24 Why Do Failed Lawyers Go Into The Practice of Law? Should You Trust Them?35:30 We Don’t Sell Professional Services Work. People Engage Us.38:30 Who is Steve’s Ideal Client?Steve FretzinAuthor & Podcast HostBe That [email protected](847) 602-6911About Steve FretzinDriven, focused, and passionate about helping attorneys to reach their full potential, Steve Fretzin is regarded as the premier coach, skills trainer, and keynote speaker on business development for attorneys.Over the past 17 years, Steve Fretzin has devoted his career to helping lawyers master the art of business development to achieve their business goals and the peace of mind that comes with developing a successful law practice.In addition to writing four books on legal marketing and business development, Steve has a highly-rated podcast BE THAT LAWYER, and has been featured in the Chicago Tribune, Crain’s, and Entrepreneur.com. He has appeared on NBC News, WGN Radio and has written articles for Attorney at Law Magazine, the National Law Review, the American Bar Association, and the Illinois State Bar Association. You can also find his monthly column in the Chicago Daily Law Bulletin.

What If There Was No Tomorrow? Would Your Family Be OK?We all hate to think about our death. That’s normal. But not thinking about it could have some horrible consequences. On today’s Inside BS Show, Dave Lorenzo discusses the importance of having an estate plan with Theresa Clancy. Terry had a life event that brought this issue into focus for her and now she is an evangelist for good estate planning.If you love your family, you cannot afford to miss this show. Chapters:00:00 Introduction to Why You Need an Estate Plan01:00 Terry Clancy’s Story07:24 Don’t Be a Happy Wanderer. Plan.08:05 What is the Probate Process?10:06 How Can You Avoid Probate?11:40 What is a Revocable or Living Trust?12:30 What is the Difference Between a Living Trust and an Irrevocable Trust?14:00 How Do You bring Up Estate Planning with Loved Ones?19:30 What Questions Should You Answer When Doing an Estate Plan?22:03 Is Estate Planning Different for Same Sex Couples?23:00 What is “The Birthday Book?”27:00 How DO We Coach People to Get Them to Give a Medical Directive?29:15 How Does Estate Planning Help with Asset Protection?31:00 Terry Does a Barefoot Contessa Cookoff!!!34:00 Who Should Worry about Estate Tax?Terry ClancyEstate Planning Attorney(708) [email protected]://theresaclancylaw.com/About Theresa ClancyI make estate planning easy, efficient, and effective so you can check it off the to do list and feel protected for the unexpected. I have been doing estate planning since my husband had a heart attack. I am married with four children who are either attending college or have graduated college (yeah!). I am a big proponent of family dinner and I love cooking (I'm a Barefoot Contessa Cookbook Fan!).

How Lawyers, Accountants, and Other Professionals Handle MistakesEvery lawyer needs to watch this show. In fact, every professional needs to watch this show. On this episode of The Inside BS Show Dave Lorenzo speaks with Charles Franklin, an attorney who represents professionals when they get in trouble. Charlie has a great deal of wisdom to share about the practice of law, being a professional, and handling issues in your practice. Chapters00:00 Introduction How to Handle a Mistake in Professional Services02:10 What are the Three C’s of Handling an Issue with a Licensing Body?08:00 Why Do You Need to Hire an Attorney to Represent You in a Licensing Matter?10:20 Charlie Explains the Difference between a Procedural Error and Misconduct14:00 Dave tells a Grievance Committee Horror Story16:00 What is a Fine vs. a Fee?18:00 How is the Disciplinary Process Different Across all Professions?23:40 How Did Charlie Get into Representation of Licensed Professionals?26:00 What Other Work Does Charlie Do as an Attorney?29:00 What Advice Does Charlie Have For Young Professionals30:56 Charlie tells a Story about a Case that He Really Enjoyed33:00 How Does Charlie Make The Most of His Networking35:30 Empathy, Understanding, and Discipline: How those Qualities Influence CharlieCharles FranklinLitigatorFounding Partner(847) [email protected]://fgcclaw.com/charles-r-franklin/About Charles FranklinCharles Franklin focuses his law practice on the representation of individuals and businesses in commercial litigation and insurance related matters. That work includes assistance in the presentation of claims, policy analysis and coverage disputes on behalf of policyholders as well as the representation of financial institutions and companies in loss workout, mitigation, and recovery. Charlie also has significant experience in representing highly regulated and registered entities and licensed professionals (such as accountants, physicians, appraisers, inspectors, brokers, and others) either accused of malpractice and/or in licensure, regulatory and disciplinary proceedings at federal, state, county, and local levels, and before private certifying organizations and professional groups. He has often served as a “neutral” or an independent arbitrator being appointed by both policyholders and insurance companies.

What Your Banker Wants You to KnowHow would you like to get more referrals from your banker? I know. You’re rolling your eyes. Here’s the thing: If you give referrals to a banker, he/she will bend over backwards to send business to you. Are you now wondering how to find the ideal referral for a banker? That’s exactly what we are going to teach you on today’s Inside BS Show.On this show, Dave Lorenzo has a great conversation with Dror Zetouni and they discuss business development and sending referrals to and receiving referrals from a banker.Chapters00:00 What Your Banker Wants You to Know01:20 All About Bank Leumi02:19 What Was Dror’s Previous Job (Before Working with Bank Leumi)?04:00 Why Banking is a Relationship Business06:00 How Dave Works with Bankers and Gets Them to Return His Call08:40 How Dror Uses Introductions to Other People as a Way to Grow His Business09:35 Here are the Different Lines of Business You Can Follow to Work with a Banker11:00 What is Private Banking?14:13 What is Conscious Investing?14:40 What is a Typical Day in the Life of a Banker?15:40 How Dror Approaches Unmet Prospects19:50 What Does Dror Do to Get Great Referrals?21:30 The Value of Face-to-Face Meetings22:27 Who is Dror’s Ideal Client?24:40 What Do You Listen for If You Want to Find a Referral for a Banker?30:00 When is the Best Time to Connect with a Banker?31:00 How Dror Pursued a Banking Client for Six Years and Finally Landed Him33:38 What Should a Business Owner Do to Make Sure They Have a Great Relationship with a Banker?36:00 Dror Discusses the Bank Leumi and Valley National Bank MergerDror ZetouniVice President, Relationship Executive Bank Leumi USA(847) [email protected] Dror ZetouniDror has worked at Bank Leumi for over twelve years. He currently serves as a Vice President, Relationship Executive, where he helps businesses identify their right banking needs as well as executive network and expand their professional connections to help drive business growth.Dror is passionate about helping his clients achieve their financial goals by outlining their right banking strategy, as well as expanding their professional network across other individuals that will be of support to their business. Prior to joining Bank Leumi, Dror headed the American - Israel Chamber of Commerce in the Midwest.Dror holds a Bachelor’s Degree in Political Science and Economics from the University of Illinois at Chicago. Dror also holds an MA in Middle Eastern History from Tel Aviv University and an MBA from the Kellogg-Recanati Program.He was born in Israel and came to the USA as a teenager. He has identical twin daughters age 20 and a 15 year old son, who is an avid Chicago Bulls fan.

How to Reduce Your Business Expenses The Fast and Easy Way | Mark Sternberg | #23Who else wants to save money? If you’d like to take more money home or you're concerned about your bottom line or you just want some fresh ideas about cost savings, this episode of the Inside BS is for you.On today’s show, Dave Lorenzo interviews Mark Sternberg, a cost reduction consultant who helps business owners take home more money. How does he do it? Join us for this episode of the Inside BS Show. Chapters00:00 How to Reduce Your Expenses The Fast and Easy Way01:33 How did Mark Become an Expense Reduction Consultant?04:50 How does Mark’s Background in Hospitality Help Him as a Cost Savings Consultant?09:00 What is the Difference Between “The Top of the P&L and the Bottom of the P&L?13:00 How Does Steve’s Fee Structure Work? Nobody Pays If They Don’t Save Money? Really?17:45 Mark Tells Gives Us a Case Study and Success Story23:00 Which Industries Make The Most Sense for Mark?23:20 Does Mark Have Specific Vendors He Gets Better Deals From?26:30 How Does a Business Owner Introduce Mark to His/Her Accountant?29:00 Can Mark Work with a Multi-Unit Business Owner? How Does that Impact Success?30:25 Will Mark Work on a Distressed Asset or with Private Equity Funds Buying Assets?31:30 How Does Contract Review Work When Mark Finds Them?33:00 What is the Ramp Up Period for Mark to Start Saving a Company Money?Mark SternbergExpense Reduction Analyst(847) [email protected]://us.expensereduction.com/find-...About Mark Sternberg:Mark Sternberg is a Principal Consultant based in Chicago, Illinois, focusing on the hospitality and food and beverage industries.Mark brings to ERA over 40 years serving in the hospitality industry. He has served in a number of senior management and executive roles with Four Seasons Hotels & Resorts and Hyatt Hotels. Mark has held positions in sales, marketing, catering, operations, finance, and HR.Sternberg owned and operated a high-end niche market catering business in the Chicagoland area for 16 years. He served many of the Fortune 500 companies/executives at top venues around Chicago. Following the sale of the business, Mark turned his talents to assisting local country clubs with perfecting their food and beverage options.Mark enjoys helping companies reach their capacity by guiding them to operate at the most effective and efficient levels while assisting them in being creative and highlighting the best elements of their operation.He is originally from the Cleveland, Ohio area and received his B.A. from the University of Wisconsin, Madison, in management and marketing. Mark resides in the northern suburbs of Chicago, Illinois, with his wife and three children.

How to Increase the Value of Your Business | Steve Baker | #22If you have a business and you are wondering how it will be viewed by investors, this is the show for you. On this episode of the Inside BS Show, Dave Lorenzo speaks with Steve Baker, a consultant who helps mid-market businesses get ready for sale or increase their value prior to a Mergers and Acquisition event. Chapters00:00 Introduction How Do You Increase The Value of Your Business01:25 Steve's Story: How He Became the Guy Who Increases Business Value02:15 A Definition of Commercial Operations06:00 An Example of How Steve's Company Cleaned Up Organizational Complexity08:00 Why Do Big Companies Lose Focus on Integration at Acquisition?13:00 Why Steve's Company is Good at Integration when Big Companies Drop the Ball14:50 How Does Steve Help a Company that Will Be Sold?18:00 What is the Value of Goodwill in an Acquisition?20::30 How does Steve Handle Intellectual Property During a Sale of a Business?22:00 How Does Steve Work with Companies That Have More Value When Broken Apart?27:30 When is the Business Only Valuable to the People Who Own and Work in It?30:00 Steve Tells a CE2 Success StorySteve BakerCE2 Partners(630) [email protected] Steve BakerAs a President, General Manager and Executive VP/Sales & Marketing, Steve successfully led global organizations to $450M in net sales and over 25% EBITDA. His direct experience is in industrial and commercial durable products working with direct, value-added, transactional and online sales channels globally; B2B and B2C. He has deep commercial operations expertise in industrial, healthcare, education, government, infrastructure and distribution sectors, working with companies from lower middle market to Fortune 1000. He is quick to learn new businesses and has a passion for working with organizations to execute initiatives faster and with greater accuracy, achieve a larger addressable market, leverage working capital and price for maximum financial impact. Steve is a master at developing, affirming and executing growth strategy; working cross-functionally; and achieving projected financial and strategic results.As an example: - Mid-market companies routinely struggle to decide and execute on their strategic options. We bring resources, investigation, data, and insights so they can 1) compare them and 2) make the best ones actionable. -A company’s business model needs to be updated to track with their overall commercial objectives for growth and profitability. Examples: After a strategic acquisition, as an example, when the newco business model needs to reflect the strategic objective. Or maybe their model has become too complex and expensive to operate, or maybe the market has shifted. Mid-market companies soften lack the resources or in-house expertise to determine what that model should look like and what it will deliver. -Other times, they just need data and insights on new customers or markets to execute a growth initiative.Steve also does sell-side M&A advisory, primarily working with companies to drive up the selling price by clearly articulating and then proving growth opportunities, including what implementation looks like, the strategic value, and the likely economic outcomes.

Today video is a competitive advantage but more and more, it is becoming a necessity. On this episode of the Inside BS Show, Dave Lorenzo interviews John Yaworsky, an expert on video and digital communications. During this discussion, you will discover: How to use video. Why video is a huge competitive advantage. How you can get started making videos. And what type of videos to make.Chapters00:00 Introduction to the Power of Video for Your Business01:14 Video is Now Available to Everyone. Here's John's Take.04:22 Is a DIY Video Enough for Your Brand or Do You Need a Professional?05:12 Dave's Rule of Thumb for Using a Video Professional08:00 Why Specialization is Important in Shooting Video10:20 What is the Ideal Set-up for a Two Person Interview?14:30 What is "B-Roll" and why is it important?16:15 What is the Rule About Changing Frames to Keep People's Interest?17:29 Who does John Work With?25:25 How do You Decide the Style and Format for a Video?31:40 John Coaches Us on Being On Camera36:01 Why You Shouldn't Buy All Your Own Equipment37:17 When Does it Make Sense to Bring John in for a Video Shoot?John YaworskyProducer/Director(312) 286-0933www.nimbledigitalmedia.comjohn@nimbledigitalmedia.comAbout John YaworskiJohn is the owner of Nimble Digital Media. He is a digital specialist, as well as a creative, technically savvy director/producer of film and video. With 20+ years of traditional and new media production experience, John brings to bear proven visual messaging expertise, and helps clients develop and execute the right blend of tactics to achieve objectives across all screens and channels. He began his career as a photographer and director of photography, and soon moved into producing and directing for film and video. John has been responsible for a wide range of projects, developing and overseeing creative treatments, as well as managing crews and budgets on feature films, commercials, marketing pieces and documentaries. John has produced for British Channel 4, Japanese NHK, and German ZDF, PBS and other U.S. Networks. Additionally, he has consulted, produced and directed projects for major U.S. corporations including Abbott, Boeing BP, CDW and Groupon as well as Georgetown, Northwestern and Johns Hopkins Universities. An award-winning director and producer, John's projects have earned an Emmy, three Tellys, The Kodak Award and Cine Golden Eagle. His work has placed in several international film festivals including Best Feature and Audience Award at the Los Angeles Independent Film Festival and Tribeca Features Festival.

Are You Ready to Take Your Business to the Next Level?Are you ready to take your business to the next level? Do you need some fresh thinking to help with business innovation? Do you lie awake at night thinking about issues you cannot discuss with anyone else? When your family doesn’t understand, your account is all about the numbers and your team needs guidance, a coach may be the best place to turn. On this episode of the Inside BS show, Dave Lorenzo interviews leadership coach and founder of Leap Coaching, Phil Gafka. Chapters00:00 Intro Take Your Business to the Next Level01:30 How Should We Be Thinking of the Next 6 to 12 Months of Our Business?03:45 What Will Your Legacy Be?06:00 What is the Culture of Your Business?07:00 What is the Difference Between Management and Leadership?09:20 How Do You Deal with Your Blind Spots?11:48 What Commitments Should We Make to Achieve Our Goals?15:00 How Do You Stick with Your Plan?18:30 What a Good Coach Does to Make You Consistently Successful24:30 Phil Shares a Case Study27:30 What Type of Client is Ideal for Phil?29:46 Where Can We Find Phil’s Ideal Client?31:00 How Do You Gain the Trust of a New Client Quickly?33:14 What in Phil’s Career Prepared Him for this Role?Phil GafkaFounderLEAP Coaching(847) [email protected] Phil GafkaPhil Gafka is a recognized leadership speaker, executive coach, and business consultant.Capitalizing on his experience as CEO of two successful companies and developing leadership performance at a variety of corporate levels, as a Certified Business Coach, Phil focuses on Executive Coaching, Leadership Development and Strategic Business Planning and Culture Development.Phil has spoken to a wide range of organizations ranging from Audi, Jackson National Life Insurance, and the National Kitchen & Bath Association.His first book is entitled “Hole-In-One Leadership - 9 Secrets to Mastering the Game of Leadership Greatness” was published in 2019.

How to Get People to Remember YouHow do you get people to remember you? Is there something you leave behind to help people think about you after your meeting is over? What could your prospective clients use each day that could help them think of you? If you struggled to answer any of these questions, you need to listen to today's Inside BS Show. On Today's show, Dave Lorenzo interviews Matt Deutschman a promotional marketing expert. Matt shares his secrets for helping people remember who you are and the value you provide.Chapters00:00 Introduction to How to Get People to Remember You00:52 What Does Doubletake Promotional Marketing Do?01:30 What's the Coolest and Newest Thing Matt Has Seen in the Past Year?05:40 How to Use Logoed Products06:20 Dave Tells a Success Story with Promotional Products08:43 Matt Tells a Success Story with Promotional Products12:47 The Use of Logoed Apparel in Marketing14:32 What is the Best Way to Select an Apparel for Promotion?16:30 What Innovation is Matt Most Proud of in Promotional Products?19:20 What are Some Things Matt Has Used for Client Gift Programs?23:50 What are Great Employee Incentive Gifts?27:00 The Three Promotional Products Dave Lorenzo Uses All The Time29:42 What Are Some of the Tried and True Promotional ProductsMatt DeutschmanOwner Doubletake Promotional Marketing(847) [email protected]://doubletakepromotionalmarketin...About Matt DeutschmanMatt is the owner of Doubletake Promotional Marketing, specializing in promotional products, branded merchandise, and custom decorated apparel. Matt and his team take a strategic marketing approach to working with clients to understand their brand and target market and provide effective solutions to their marketing goals. Doubletake has established expertise working with clients in the finance, professional services, advertising/marketing, higher education, and construction industries. Through the consultative process he employs, Matt can uncover needs and establish himself as a resource to his clients, and as a connector between his clients and other professionals. He is fourth generation in his family in his industry and founded Doubletake in 2010. Matt is also a children's book author and has published two books with more in process.

The IRS Seizes Your Bank Account and Takes Your Passport. What Do You Do? | Steve Klitzner | #18You open your mailbox and that’s when you see it. An envelope with a return address that starts with three letters: IRS. What did you do? Did you forget to pay something? Did your CPA make a big mistake? Are you the target of an audit? The United States Government has infinite resources to come after you and take everything. They can seize your bank account, shut down your business and make your life hell. Steve Klitzner is the person people call when this happens to them. He represents people who have been the focus of the IRS’s wrath. On today’s Inside BS Show, Dave Lorenzo interviews Steve and uncovers what you can do when the IRS is knocking on your door. Chapters00:00 Introduction to Solving IRS Problems01:45 What is the Most Common Scenario People with IRS Problems Face?02:41 The IRS Makes Deals, In Fact, That’s Their Job, Right?04:00 Steve Kiltzner Has a Relationship with the IRS and He Tells a Story About How that Has Helped Clients04:45 There is Always a Financial Analysis in an IRS Case. What Happens if You Can Pay?06:00 What Happens to People Who Fell Behind on Their Taxes But DO NOT Have Money?06:50 How Much Information Does the IRS Have? How Much Do They Know?07:55 The Case of the Contractor Who Said Too Much to the IRS…09:00 The Reason You Should NEVER Talk to the IRS Without Representation09:15 When Do People Go to Jail for Not Paying Taxes?11:38 Why Licensed Professionals Should Be Highly Concerned About Unpaid Taxes12:47 Why Attorneys Sometimes “forget” to Pay Taxes14:39 Why April 15 is Not the day to PAY Your Taxes and When You Should Pay15:30 Here is the Step-by-Step Timeline for IRS Tax Issues16:35 What an IRS Transcript is and Why it is Important18:27 The IRS Can Take Your Passport! Who Does This Happen To?26:22 What Are the Most Common Red Flags that Trigger an Audit?29:30 Who is a Qualified Tax Professional?30:24 Who to Use for Your Taxes if You Are a Business Owner?33:00 What Is an Innocent Spouse and What Happens When Someone Gets Divorced?35:30 Can IRS Debt Be Discharged in Bankruptcy?38:05 Who is the Person Who Doesn’t Pay Their Taxes? It’s Not Who You Think.41:45 The Three Things Steve Does for His Clients45:00 What Steve Does as a Member of the IRS Advisory Council46:15 Why You Should Never Use a Non-Attorney Service that Advertises Tax Relief48:00 The Advantages for Using an Attorney to Work with the IRS52:53 Steve Works with Clients All Over the Country53:20 What is the Threshold for Steve to Take on a Case?Steve KlitznerIRS Problem Resolution Attorney(305) 682-1118https://floridataxsolvers.com/[email protected] Steve KlitznerSteven N. Klitzner is a Miami attorney who practices exclusively in the area of IRS Problem Resolution. Steve is admitted to the United States Supreme Court, United States Tax Court, United States Court of Appeals for the Eleventh Circuit, and the United States District Court for the Southern District of Florida.In 2021, Steve was appointed to a three-year term with the Internal Revenue Service Advisory Council (IRSAC). The IRSAC presents an annual report of recommendations to the Commissioner of Internal Revenue. He is a charter member of the American Society of Tax Problem Solvers, a member of its Continuing Professional Education Committee, and a recipient of the organization’s Top Practitioner Award. He is a member of the Advisory Board and a Consulting Member of the Tax Freedom Institute, an association of tax professionals in defense of taxpayer rights.Steve frequently lectures around the country, speaking to enrolled agents, attorneys, and certified public accountants in the areas of collections, audits, and appeals.

Estate Planning Master Class: Conversation with an Estate Planning Expert | Nina StillmanImagine if you could sit down with a brilliant attorney who cared about you and gave you amazing advice that prolonged your life and helped you plan for the future of your family. Wouldn’t that be an amazing gift? Think of a friend, with a superpower to help protect your assets while you are alive and make sure everything smoothly passes to your heirs when you die. Someone who is looking out for you.Most of us don’t have this person in our lives…until now.On today’s Inside BS Show, Dave Lorenzo interviews attorney Nina Stillman. Nina not only helps people protect their financial future, but she also has great advice for living longer and making sure your family is well cared-for. Join us for one of the most valuable sessions we’ve had to date. Nina StillmanTrust and Estates [email protected](312) 819-5358Chapters00:00 How to Plan for Your Death: Conversation with an Estate Planning Expert01:30 Why Nina Stillman is the Perfect Person to Talk About State Planning01:54 The Two Times You Need to think About Estate Planning02:20 Reasons Why Everyone Needs a Will04:30 What Other Documents Do We Need in Estate Planning05:50 What Happens with the Documents When Someone Dies?07:00 What is a Revocable Trust08:15 Can’t You Just Get a Will from Legal Zoom?10:20 How Can You Use Estate Planning for Asset Protection?13:00 Lessons Nina Learned from Her Entrepreneur Dad16:00 What Assets Should You Hold in Special Purpose Entities?18:00 The Story of Prince and How a Lack of Estate Planning Can Cost You23:00 The Things That Can Screw Up Any Good Estate Plan27:00 What Happens to Your Estate Plan When You Get Divorced?29:30 How Does Life Insurance Interact with a Trust?31:00 Set Up Guardians for Kids in the Event of a Divorce34:20 Why was 2021 a Challenging Year for Nina?40:00 The Importance of Being Checked for Brest CancerCritical Information About Brest CancerWhere to Find FREE Mammogramshttps://www.freemammograms.org/Information About the Susan G. Komen Foundation (Brest Cancer)https://www.komen.org/About Nina StillmanWhether creating a complex estate plan for a family with assets in excess of 40 million dollars, including several businesses, real estate holdings in multiple locations and adult children and young grandchildren; drafting her opinion as an Expert Witness; working with a business and its owners to create a Buy/Sell agreement or draft contractual agreements; Nina brings the full force of her experience to safeguard her clients and secure their peace of mind. Nina’s legal analysis is second to none. It’s one of her greatest differentiators. Like most attorneys, Nina has an understanding of the various tools at her disposal to legally keep her clients safe. Unlike most, her experience allows her to analyze, testify, and render an opinion as an undefeated Expert Witness for legal malpractice trials. She is also uniquely skilled at deploying those tools in the most ethical, most binding manner. Another distinguishing characteristic is the depth of her understanding of the often profoundly intertwined relationship between an individual’s personal life and professional life. Nina believes they’re seldom separate concerns for business owning families.“I grew up in a family of five with a business owner father, and his business was the sixth member of the family at the dinner table most nights. We all shared in the business’ ups and downs and felt pride and attachment to the business.That’s where I got my business degree, at the dinner table."

Key to Success in Entrepreneurship: Create a Fantastic Experience | Wendy Spreenberg | #16If you want to be different compared to everyone else, you must provide a better experience. If you want to be disruptive, you can change the rules of the game to favor you and your company. On this episode of The Inside BS Show, Dave Lorenzo interviews Wendy Spreenberg and she shares how she and her team are changing the game of co-working space by providing a better experience. The business model Wendy has is so different, that her company doesn’t compete with other co-working brands. They change the game so the owner of the space can win as well.Chapters00:00 Key to Success in Entrepreneurship: Create a Fantastic Experience01:30 How Windy and YES! Became Consultants in the Co-Working Space03:00 What Makes Wendy and Her Team Do that Makes Them Different04:28 How Wendy Selects Developers to Work With06:00 How Does it Work If the Developer Has a “Unique” or “Unusual” Space?08:30 Will the Future of Co-Working Space Include Podcast Studios?10:40 Are Companies Calling to Have YES! Provide Space for them in Many Cities?11:50 Can Developers Expect to Get a Premium from a Co-Working Space?13:30 Dave Tells a Story About a Client Who Did This On His Own15:30 Can This Be Done as a Sublet?17:00 What are Some of The Fee Structures That Work For Co-Working?22:50 What is the Sales Process Like?25:40 Wendy and Her Team Do Much More Than Consulting27:25 How Does YES! Get Paid?28:20 Does Wendy and YES! Help Find Space for an Owner/Operator?29:15 Can Wendy Help with a Distressed Space?32:00 Does Wendy See This As a Social Space as Well as a Work Space?34:15 Could This Be the Future of Work – Come to the Office Once Each Week?37:40 What is the 15-Minute City Concept?40:30 Fitness and Coworking is Already Happening and this Idea will Only ExpandWendy SpreenbergFounder & PresidentYes! Your Exceptional [email protected](312) 608-1859https://www.yes-spaces.com/About Wendy SpreenbergWendy Spreenberg is the founder and president of YES! Your Exceptional Space®, a Strategic Partner in the development of Innovative & Flexible Workspaces. Wendy and her team understand the many layers and complexities that go into creating exceptional workspace—from site selection, experience design, concierge level service, IT infrastructure, staffing, training and operations. She works with a wide array of entrepreneurs, landlords and developers. Since 2001, Wendy’s experience has taken her across North America, from Vancouver to Puerto Rico, working with over 120 flexible workspace projects (2M+ square feet) to start new locations, to reposition existing businesses or buildings, deploying the proprietary YES! Operational Playbook.Additionally, Wendy is a frequently sought out speaker and podcast guest including Everything Coworking (podcast), at NeoCon Chicago, IIDA, Bisnow, InBIA, and the Global Workspace Association.

Do you want to discover the secrets of one of the most successful Real Estate Brokers in Chicago? Would you like to learn how to create a powerful brand in professional services? Is creating a luxury experience for your clients important? If you answered “YES” to any of those questions, you don’t want to miss today’s Inside BS Show. On today’s show, Dave Lorenzo interviews Carrie McCormick, one of Chicago’s most successful Real Estate Brokers. Join us!Chapters00:00 How to Create a Luxury Real Estate Experience Introduction01:30 How Will Interest Rate Increases Impact Real Estate Sales?03:18 How to Select an Ideal Client as a Luxury Real Estate broker05:00 How do You Create a Great Experience for Your Client When There are Two Parties to a Transaction?05:45 What Do You with Listings that Are Not a Good Fit?08:07 How Did Carrie Get into Real Estate After a Career in Advertising?11:00 Carrie Tells the Story of Her First Foray into Real Estate12:50 How Are Affluent Buyers Different?19:15 How does Carrie Select the Professionals She Puts In Front of Her Clients?22:00 Does Carrie have a Niche Market?23:19 How Does Carrie Market an Ugly Property?25:15 Dave Tells the Story of the “Parisian Entrance”27:20 How Does Carrie Price a Property that is New to the Market?30:20 How Do You Play Psychologist to Get Sellers to Change Their Pricing?32:30 Does Having a Good Brand Make it Easier to Do Deals?Carrie McCormick’s Contact Information(312) [email protected] Carrie McCormickCarrie McCormick, a leader in the Chicago Real Estate market, has more than 20 years of real estate sales expertise along with an unsurpassed reputation for quality and results-oriented service and support. Carrie constantly stays on top of sophisticated technology which has made her a forerunner in the marketing and selling of real estate, she has it down to a science. Her talents and on-target recommendations are always based on facts, reliable market analysis, and her vast knowledge of real estate and the market. Patient yet persistent, she is also highly detail oriented and a very determined negotiator.McCormick is available to clients 24/7. "I communicate often and educate them on the market," she says. "My clients and I are a team. It is important that we work together to create a successful outcome." Selling real estate is about knowing what you are selling and articulating what the value is. Year after year, that focus has led to her placement in the top 1% for the Chicago Association of Realtors. She has also earned the association's Bronze, Silver and Gold awards and been named a Top Social Media Contributor. Last year, she started a podcast to share tips and market information with her colleagues and clients. "My job is to provide a perfect real estate experience for my clients. I have built a support system that does just that".

Litigation is not cheap, fast, or fair and if you are involved in it, you want to be represented by someone you like – because you are going to spend a lot of time together. But don’t nice (people) guys finish last? Don’t you need a killer attorney who will bang on the table, jump up and down and scream and yell?No. You don’tOn this episode of the Inside BS Show, Dave Lorenzo interviews Brian Haussmann, an excellent litigator, and a nice person. Brian is the secret weapon people bring into the court room. How does he do it? What are his secrets? He shares them all on today’s show. Chapters00:00 Intro: How to Handle Business Disagreements While Not Being Disagreeable 01:30 How distracting is a lawsuit to a business owner?03:30 Even Lawyers Get Sucked into Disputes! The Garbage Can Story08:20 How Do You Talk Sense to an Unreasonable Client?10:20 The Most Expensive Words in the English Language11:30 How Does Brian Control His Emotions When Someone He Likes Is Going to Get Beat in a Case?16:45 What Does a Litigator Do When a Client Won’t Take His Advice?22:00 What is the Best Recipe for Staying Out of Business Disputes?27:40 How Does Brian Know When He Has Done a Good Job? 35:30 Why is the Mediation Process Essential to Winning Litigation?37:00 Why Do you Need a Lawyer Who is Good in a Mediation?39:00 Mediation is Great for Uncovering Important Negotiation Points40:30 Is There a Difference Between In-Person Mediation and Zoom Mediation?Brian Haussmann’s Contact Information(312) [email protected] Brian HaussmannBrian a trial lawyer and trusted advisor to founders, owners, and investors in privately held companies. He represents his clients in mission-critical disputes involving corporate ownership and governance. His cases often involve business divorce or dissolution, valuation disputes, fiduciary duty claims, partnership and shareholder rights, and company mergers and acquisitions.Haussmann also has extensive experience litigating disputes involving commercial real estate for developers, investors, landlords, and tenants.In addition, he regularly handles business and employment cases concerning trade secrets, executive compensation, restrictive covenants, strict product liability, defamation, the Uniform Commercial Code, antitrust violations, and insurance coverage.Haussmann also advises clients on matters not in litigation and has helped to resolve important disputes without filing suit. Haussmann regularly counsels corporate clients with repeat litigation matters. For example, he helped a national food chain develop a protocol for resolving common disputes over leased properties throughout the country. He also helped an automobile manufacturer employ early case evaluation to resolve product liability actions.

If you have employees or you manage employees you need to checkout this episode of The Inside BS Show. On today’s show, Dave Lorenz and his guest, Susan Lorenc, a Partner with the law firm of Thompson Coburn LLP, discuss a wide range of issues relating to employee management. Susan is a fantastic source of information and she generously shares what you should and SHOULDN’T do.This show will save you money, time and a lot of heartache. Join us!Please Note: The information contained on this show (a) has been offered by Susan Lorenc for informational purposes only, (b) does not constitute legal advice, and (c) is not guaranteed to be complete, up-to-date, or accurate in all respects.Chapters00:00 Introduction to Employment Law01:10 How Susan Became an Employment Attorney02:00 What Does an Employment Attorney Do?04:00 Is It Easier to get Clients If You’re on the Employer side or the Employee Side?05:00 The Work Environment Has Changed in the Past 30 years. Can We Still Have Fun at Work?07:40 What is Unwelcomed Behavior?09:20 What is the Difference Between Quid-Pro-Quo Issues and Third-Party Issues?14:43 Are You Ever Off Duty as a Manager? Do You Have Legal Exposure After Work?16:21 Is the Employee Handbook You Buy on the Internet Good Enough?22:26 What Has Changed About the Workforce with So Many People Working from Home27:30 Can You Structure a Job Based Upon Outcomes vs Hourly Pay?31:00 What is a Contractor vs an Employee?35:00 Can you have a Sales Tryout vs a Probationary Period?37:15 How Do We Classify a Virtual Assistant for Employment Purposes?40:00 What are Best Practices for Reference Checks and Background Checks?42:30 Never Ask About Pay. Here’s Why…49:00 The One Thing You Must Know About Googling Someone Before You Hire ThemSusan Lorenc’s Contact Information(312) [email protected]://www.thompsoncoburn.com/people...About Susan LorencSusan is an experienced and trusted employment law advisor who counsels employers at every stage of a personnel-related issue. She drafts policies, assists with hiring and firing, conducts workplace investigations, and provides seamless representation in state and federal courts on employment matters.For companies with five employees to those with 5,000, Susan provides day-to-day counseling on a wide variety of matters including background checks, discrimination, retaliation, enforcement of covenants not to compete, wage and hours issues, and family and medical leave. She serves as a dedicated extension of a company's human resources department, offering responsive, practical guidance that is shaped by an organization's ultimate goals — not the other way around.Susan has successfully prepared and argued substantive motions in state and federal court, in addition to mediations, arbitrations and appeals, including experience arguing before the 7th Circuit, which affirmed the granting of a summary judgment motion for her clients.In recent years, Susan has developed special experience in classification issues for exempt or non-exempt employees and employer obligations for background checks and the Fair Credit Report Act, both areas of increased enforcement by the EEOC. She has also spoken extensively and counseled employers on the impact of legalized medical marijuana laws on workplace policies and employee discipline actions.

You should build a personal brand by using the media. You read that correctly. Building a powerful brand starts with delivering value to a large audience and writing articles, doing podcasts and shooting video can help. Dave Lorenzo’s guest today is Rafer Wiegel and he helps us discover how to build our brand using the tools available to all of us. Chapters00:00 How to Build Your Personal Brand with the Media01:40 How to Go from Being a Media Personality to Entrepreneurship03:00 Why Getting Fired was the Best Thing for Rafer to Improve His Life04:15 How Vulnerability Helps Make You More Attractive in Business in Life05:40 Rafer Shares the Secret to Connecting with an Audience07:30 The Things Rafer Learned from Adversity08:45 Dave Shares Some Vulnerability10:50 How Do We Get Past Resistance to Doing Media?14:00 How Video Leads to More Sales17:53 What is the Right Way to Present a Video Testimonial?19:45 How Should a Video Position You?24:00 How Do You Select the Topics for a Video?26:20 Is Traditional Media Feeling Pressure from Social Media and YouTube?29:30 How Do You Develop a Media Presence?33:00 If Your Intentions Are Good it is Ok to Leverage Media to Influence PeopleRafer Weigel’s Contact Information(312) 914-8690https://weigelmediagroup.com/[email protected] Rafer WeigelRafer Weigel is the president and founder of Weigel Media Group. His passion for storytelling is evident in his decades of experience as a news anchor and reporter for television news and print media. Rafer has won multiple awards working at blue-chip companies, including CNN, Fox News, ABC 7 Chicago, Fox 2 St. Louis, the Chicago Sun-Times and the Los Angeles Times.Years of reporting experience have honed Rafer’s ability to discern the personal connection in any story, from breaking news to a human-interest piece. Even as a sports reporter and anchor, he conveyed stories that appealed even to non-sports fans by focusing on the elements that transcended sports and resonated with viewers on a personal level. At Weigel Media Group, Rafer is just as committed to identifying those client assets that connect with an audience. He gets to the heart of a story by using his interviewing skills to put people at ease to uncover their key messages.

There is hidden value within your business. It is hidden in plain sight. This value comes from the intellectual property you’ve developed over the years. The key that unlocks this value is the protection of intellectual property. In this episode of the Inside BS Show, Dave Lorenzo interviews Steve Baron, an attorney who helps his clients protect and license intellectual property. Steve’s passion for magic and the attention to detail it requires, gives him a competitive advantage. Chapters00:00 Introduction to the Value of Intellectual Property00:45 Steve Baron’s Background as an Attorney and an Amateur Magician01:45 How Does Being a Magician Help Steve Master Intellectual Property Law04:00 The Attention to Deal Involved in Magic Helped Steve Discover the Detail Involved in Law05:55 How Can Intellectual Property Become a Profit Center?06:40 What is Intellectual Property?11:30 How Does a Business Leverage Intellectual Property?18:00 What is the Best Way to Come Up with a Name for a Product or Business?20:30 What Happens if Someone Infringes Upon Our Intellectual Property Rights?22:35 Why is Trademark Enforcement Critical?24:30 Dave Presents Steve with a Case Study on Trademark Infringement30:00 When Should You Get an Intellectual Property Lawyer Involved in Your Branding31:33 Who is the Ideal Person to Connect with Steve Baron?Steve Baron’s Contact Information(312) [email protected] Steve BaronFor more than 30 years, Steve Baron has counseled businesses on intellectual property matters and helped clients resolve complex commercial disputes.His experience includes protecting and advising on trademarks, trade dress, copyrights, trade secrets, defamation, privacy, right of publicity, advertising, and marketing. Steve represents media and entertainment clients’ best interests in federal and state courts, administrative tribunals, arbitrations, and mediations. His clients also include publishers, authors, podcasters, advertising and marketing agencies, graphic artists, recording companies and recording artists, information technology businesses, Internet retailers, and other businesses with intellectual property and publishing issues.Steve advises clients on evaluating and protecting their intellectual property and business assets. He helps businesses select trademarks, obtain registrations from the United States Patent and Trademark Office, and manage trademark portfolios. He also counsels clients on copyright protection and aids them in registering works with the Copyright Office. Publishers benefit from his guidance on matters involving rights of publicity and privacy. At the same time, he leverages his extensive experience as a litigator to draft, review, and negotiate many commercial agreements, including intellectual property licenses and assignments, software escrow agreements, confidentiality and non-disclosure agreements, work-made-for-hire agreements, employment agreements, merchant agreements, and website terms of use and privacy policies.

Do You Want to Be In Business with Your Partner’s Crazy Spouse? I know it sounds a little strange but when you enter a partnership, you may be setting yourself up to be in business with your partner’s family in the event of their death. This is a COMPLETELY AVOIDABLE situation if you have a good agreement and an insurance policy that will fund a buyout of your partners estate. On this episode of the Inside BS Show, we address this issue and other events you should think about and plan for in your business and your life. Chapters00:00 Introduction to Financial Coaching01:00 How John Became a Financial Coach03:00 How Can Insurance Lead to a Better and More Secure Retirement?05:19 Why is Long Term Care Insurance Necessary?08:15 The Best Time to Invest in an Insurance Policy10:00 What Should a Young Person Think About when It Comes to Insurance?14:40 What About a Insurance for the Spouse Who Does Not Work Outside the Home?16:00 How can Insurance Be Used as an Asset Protection Tool?22:00 What Business Owners and Professionals Can Do to Shelter Income from Taxes25:10 John Gotschall Client Success Stories29:14 Why is Key Person Insurance Important?34:20 How John Got Into Financial Services36:39 How Does John Get new Clients?38:00 What Groups Does John Gotschall Belong To?John Gotschall’s Contact Information(847) [email protected]://www.coachfinancial.comAbout John GotschallJohn started Coaching Financial in March 1998 and Coaching Insurance in January 2009. He is an expert in employee benefits with specialty in group health plans working as a broker. Coaching Financial and Coaching Insurance support small to large companies.Coaching Financial is based around sports. We coach our clients and help them win daily! People matter - we treat our team and clients the way we would want to be treated. The Golden Rule. John is a veteran financial planner with licenses in Life, Health, and Property & Casualty licensee -Series 6, 7, and 63 licensee -Registered Representative, The Leaders Group, Inc.,1998 -Chartered Life Underwriter (CLU), 2003.

Is your firm as inclusive as it can be? If you’re asking yourself this question, you need to watch today's Inside BS Show. In this episode, Dave Lorenzo interviews Trisha Daho, the Founder of Empowered, LLC. And we discover how inclusiveness is a competitive advantage. Chapters00:00 Introduction to Inclusiveness as a Competitive Advantage01:40 Trish Daho’s Background04:00 How Dave Lorenzo Realized the Diversity Gap in His Work06:00 Where Should We Start?07:25 Why a Diversity Initiative is Problematic If You Haven’t Addressed in Within Your Culture First09:00 “The Buzzwords Don’t Do It for Me” 11:00 How You REALLY Find the Best People12:55 How Do You Recruit People of Color When There Are No People of Color in Leadership?16:00 Recognize Underrepresented Groups and Focus on Programs to Nurture Their Growth17:30 Diversity as Competitive Advantage20:00 How Do You Make Strategic Decisions About Diversity?24:00 The Value of Societal Role Models25:00 Every Cultural Measure is 25% Better (at least) Here’s Why27:30 How Does Trisha Go into an “Old Boys Network” and Help Them?30:30 Business Strategy and DEI are the Same Thing34:00 How Do We Bring Up the Subject of Brining a DEI Consultant into a Client Business?36:00 How Do We Add More Women into Leadership Ranks of Companies?38:46 What is Trisha’s Favorite Type of Client to Work With?41:00 How Do We Pitch Trisha?42:30 What Have You Learned from the COVID-19 Pandemic45:00 What is the Best Place To Start?Trisha Daho's Contact Information(224) [email protected]://empoweredlc.com/About Trisha DahoTrisha spent most of her career leading large, diverse teams toward the delivery of value for her clients at a Big 4 Accounting and Advisory firm, wherein she served as a partner. She has been pivotal in the discovery and sustainability of value in the billions of dollars for her clients. She has worked with executives and their teams in dozens of Fortune 500 companies in the majority of states. She has also created enormous value for entrepreneurs, high-growth companies, and aspiring start-ups.Having made partner in a Big 4 accounting firm in 9 years, Trisha was charged with building thriving practices from scratch in 4 different regions of the country. Through laser-focused strategies and the ability to scale talent and service delivery quickly, she was able to create growth businesses that have expanded exponentially. The leaders she’s cultivated have gone on to be partners, CFOs, CEOs, and much more.With her own company, Empowered, Trisha partners with C-suites and managing partners to think, plan, and execute strategically for the purpose of accelerated and sustainable growth, primarily in professional service firms. She also partners with larger firms to create success for women and diverse people who are entering leadership positions through diversity and inclusion peer advisory experience focused on strategy, high-performing teams, and advocacy in leadership.With a law degree from Case Western Reserve University and a business degree from Miami University, Trisha brings practical results-driven insights as well as leadership acumen. She regularly writes and speaks on a variety of topics, including authenticity in leadership, high-impact teams, creating growth cultures, diversity, and inclusion, and many more.

Do you need a CFO? Maybe. But before you hire one, permanently, there are a few things you should know. On this episode of The Inside BS Show, Dave Lorenzo interviews Brit Summerill, a partner at NOW CFO.Chapters00:00 Introduction to the Outsourced CFO Concept01:00 What Size Business Needs a CFO?01:55 What Now CFO Does02:40 How Brit Summerill got Involved with Now CFO03:30 What Type of Professionals Become Outsourced CFOs?04:40 What are the Signs a Business Needs a CFO?08:00 Scenarios When a CFO is Valuable13:30 What is the difference between a Controller and a CFO?15:00 What Kinds of Projects Could an Outsourced CFO Help With?17:00 How Brit Became an Outsourced CFO21:00 Crazy CFO War Stories23:30 How an Outsourced CFO Can Help Uncover Fraud26:20 What is a Great Referral for Brit and Now CFO?28:59 What Other Groups Does Brit Belong to?30:40 What is the Hiring Talent Pool Like for Accountants?33:30 One Piece of Advice Brit has for CEOsBrit Summerill Contact Information:(669) [email protected]://www.nowcfo.comNOW CFO is a “roll-up our sleeves” full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. As a partner at NOW CFO for the Bay Area, CA, and Chicago IL offices, Brit has worked as a CFO/Controller/Auditor for many public and private companies. His expertise includes accounting clean-up, cash flow, financial analysis, dashboarding, M&A, clean-up, financial reporting, SEC reporting, and complicated equity/debt/derivative instruments. He helps companies in all industries and can find you a consultant who specializes in your specific industry or market. We have around 400 consultants throughout our 41 offices in 17 states.

Have you ever told a story that just fell flat? Have you tried to persuade someone, and they acted like they didn’t even hear you? Have you tried to have a difficult conversation only to bumble and stumble your way into making the situation worse? If you answered “yes” to any of these questions, you need to check out this episode of the Inside BS Show. On today’s show, Dave Lorenzo grills Lynne Franklin about her best strategy for handling these situations and many others. Chapters00:00 Introduction How to Have Tough Conversations03:25 The Story Where Lynne Has a Machete Trust at Her Throat05:10 The Neuropsychology Behind How Lynne Defused a Difficult Situation08:00 The Gap and How it Impacts Your Ability to Persuade10:00 The Mistakes Most of Us Make with Persuasion14:30 How Lynne Fixed a Communication Gap with Two Senior Executives17:10 Lookers, Listeners, and Touchers and Why You Need to Know Who They Are18:38 What Lynne Advises Professional Speakers to Do When They Struggle21:00 Lynne Gives Us Her Best Tip for Zoom Speaking Engagements22:50 Which Came First for Lynne: Speaking or Consulting?24:00 How a Tarot Card Reader Predicted Lynne’s Future25:30 Lynne Fixes Dave’s Issue with Remembering People’s Names27:00 The Seven Second Rule28:56 How to Tell a Great Story31:00 How Much Detail is Enough and How Much is Too Much?32:00 How to Connect with Lynne FranklinLynne Franklin - Contact Information (847) 729-5716 [email protected]://www.lynnefranklin.comAbout Lynne FranklinAfter a boy threatened to kill her with a machete, Lynne Franklin started learning all she could about persuasion. She’s a neuroscience nerd: translating how the brain works into practical, easy-to-use communication tools. Lynne is a leadership communication coach, trainer and speaker. Leaders and teams work with her to reach their goals by building more rapport, creating more trust, and breaking down communication silos in their organizations. Her TEDx Talk, “How to Be a Mind Reader,” went viral with 4.5+ million views (http://tinyurl.com/LynneTEDx). She is an international speaker and past president of the National Speakers Association Illinois Chapter. Lynne wrote the book Getting Others To Do What You Want. (https://tinyurl.com/LynnesBook) She’s working on her next one—Leaders on Rapport: Secrets to Creating Successful Connections. For fun, Lynne writes and sings song parodies about the pandemic and posts them on her YouTube channel. (www.youttube.com/LynneFranklin) Her personal favorites include “Home and Deranged” (to “Home on the Range”) and “At-Home Schooling” (to “Oklahoma”).

If you don’t have a wildly successful law firm, you must join us for this episode of The Inside BS Show. On this show, Dave Lorenzo interviews business growth expert Nermin Jasani. In this wide-ranging session, these business development gurus share their business practices for law firm marketing and business development. This is a clinic on how to get clients as a lawyer. Don’t miss today’s show. Nermin Jasani’s Contact Information(770) [email protected]://www.wearews.comChapters00:00 Intro How Lawyers Get Clients00:53 Why Did Nermin Name Her Website “We Are Wildly Successful?”02:20 How Does Nermin Define Being “Wildly Successful?”03:45 Why Your Life is Not an Either/or Proposition (This is Key to Balance)05:05 How Do I Handle the Judgement of My Peers?07:30 How Did Nermin Get to a Place Where She Feels Great About Work and Life?11:45 What Nermin Learned from Starting a Mattress Factory12:50 Why Rejection is a Great Teacher and Trainer for Future Sales Success16:00 How the Financial Aspects of a Law Firm Have Been Misunderstood by Lawyers19:33 Clients Never Bring You the Actual Problem. How Does Nermin Diagnose the Real Issue?21:40 Does a Successful Business Need Employees?30:38 How Do We Help Clients Choose the Correct Business Model?33:50 Best Advice Ever: Don’t Ever Source Work for Yourself36:20 How Do You Convince Someone That Business Development is the Most Important Thing They Can Learn? 40:00 How to Structure Your Onboarding Process42:00 Nermin Also Works with Dentists. Why? How?43:10 The Magic of Reciprocal Referrals (How Nermin Attracts Dental Practices)45:50 How Do You Activate Evangelists and Convince Them to Refer You46:00 How Does Nermin Teach People to Refer Business?Nermin Jasani is a New York State licensed attorney.Nermin practiced law on Wall Street as in-house counsel. After that, Nermin started her own law practice working with hedge funds and other regulated entities.In 2017, Nermin started consulting lawyers on having a successful law practice. She realizes that as lawyers, we never learned in law school the business of running a law practice. She helps lawyers focus on the fundamentals of being a business owner: pricing, financial projections, budgets, marketing, hiring, efficiency, leveraging technology, etc.

Would you like to be able to read people like a book? Can your career benefit from a negotiation advantage? What would your life be like if you knew what people were thinking just by the look on their face? All these skills are “human behavior hacks” and if you mastered them, you’d be known as a human behavior hacker. But you don’t have a lifetime to study under the best psychologists, hostage negotiators and behaviorists. Luckily, Dave Lorenzo has brought you someone who has done all those things and much more. On this episode of The Inside BS Show, Dave interviews Susan Ibitz, The Human Behavior Hacker and she shares her insights from a lifetime of studying how people think, look and behave. Susan Ibitz’s Contact Information(312) [email protected]://humanbehaviorlab.com/Chapters00:00 Introduction to Human Behavior Hacking01:10 What is a Human Behavior Hacker?03:00 What Should We Look at When We First Meet Someone?04:30 Susan Ibitz Profiles Dave Lorenzo06:14 What Information Does Susan Need in Advance and What Can She Do COLD?07:40 Susan Shares BMW Case Study09:15 Listen for Things People Don’t Say10:20 What Does a Missing Pronoun Mean?13:00 How Can You Tell Who is the REAL Decision-Maker?15:00 How to Use Control Questions20:45 What are the First Things We Should Do in a Negotiation?25:30 Exploring the Power of Vulnerability31:30 How a Zoom Background Can Lead to a Better Business Deal33:00 Who Susan Can Help ImmediatelySusan Ibitz BioSusan Ibitz mission is to reach, teach, and train others to unlock the science behind human behavior. Being a “Human Behavior Hacker”, and drawing from multiple decades of expertise, Susan Ibitz is an internationally known human behavior expect; both speaking and training with a wealth of real-world knowledge and theory in the U.S., South America, Mexico, Europe, and the Caribbean. Understanding the nonverbal human behavior-face reading, body language, and micro aggressions-gives greater depth and knowledge to how to decode individuals and groups. Trained by the experts in her field; CIA, FBI, U.S. Military, International Military as well as Level III Hostage Negotiator; no job is too small or large for Susan to get results straight away. Decade long relationships getting companies, governments, and individuals to a deeper understanding of both self and company make Susan Ibitz tick. Utilizing these skills to increase sales, team productivity, employee engagement, team building, strategy, effective communication, marketing, and growth. Trained by the CIA, FBI, U.S Military, International Military, as well as a Level III Hostage Negotiator; Susan is dedicated to assisting governments, companies, and individuals not only to understand, but recognize individual's hidden emotions, intentions, and potential behaviors. By decoding nonverbal human behavior, Susan’s Ibitz interrogation consulting work has added to numerous police departments resolve past and on-going criminal cases, train teams, as well as assist in legal. Susan also serves as a frequent guest lecture, speaker, keynote presenter, and across academic and government field's. Fluent in Spanish, Portuguese, English, and most importantly, body language, micro-expressions, linguistic forensic analysis, and face reading with a mask or without, Susan Ibitz can tailor knowledge, networks, and background to suit one’s needs. Previous clients include State, local, and national governments, and Hospitality Groups. For obvious reasons, not all can be listed as confidentially is another specialty.

On this episode of The Inside BS Show Dave Lorenzo interviews Lester Cook. Lester is an expert in the field of Cost Segregation. If you work in real estate, accounting, or investment management, you cannot miss this show. Lester shares with Dave the ways he helps property owners legally take advantage of the tax code to calculate depreciation in their favor. If you like making more money from assets you (or your clients already own) this is a great show for you to watch right now. Lester Cook's Contact InformationPhone: 312-248-7347Email: [email protected]://www.kbkg.comLinkedIn http://linkedin.com/in/lesterdcookChapters00:00 Introduction to Cost Segregation00:41 How Did Lester Cook Get Involved in Cost Segregation?01:41 How Lester Reverse Engineers Buildings to Find Cost Savings02:20 Cost Segregation Case Study04:17 When do People Get Lester Involved?06:45 What Makes Lester and His Firm Different?10:24 Who is Lester’s Ideal Client?12:54 How Lester and Const Segregation Experts Work with the Client’s CPA14:50 Presentation Opportunities for Lester17:00 What Decoupling from Bonus Depreciation Means18:00 What does Lester Cook Look For in a Cost Segregation Opportunity?19:25 How Does Lester Make Money on a Cost Segregation Engagement?20:45 Why Don’t More People Know About This Way to Save Money on Taxes?21:50 Who is NOT a Good Candidate for Cost Segregation?24:00 How Lester Came to be a Cost Segregation Expert25:45 How is the Chicago Market for Business These Days?27:00 How Lester Attracts New Business29:10 What Does Lester Need in Order to Start an Engagement?About Lester Cook:Lester has over 20 years of experience in the tax specialty service industry. He is a Principal of KBKG’s Fixed Asset Review Practice and leader of the Midwest Region. He is a certified member of the American Society of Cost Segregation professionals, a group that he has been a part of since 2008. Throughout his career, Lester has completed cost segregation analyses on thousands of properties ranging from office space leasehold improvements to multi-billion dollar industrial complexes and hotel and resort projects. He has worked with many Fortune 500 companies successfully representing his claims to both IRS and Financial Auditors.Prior to KBKG, Lester led the PwC Central Region Cost Segregation Center of Excellence; providing engineering-based Cost Segregation project management, oversight, and expertise to all other fixed assets teams throughout the U.S. and Canada.

Only big companies are vulnerable to cyber attacks and ransomware, right? WRONG! Your company or professional firm is just as likely to be a victim of a cyber crime as a FORTUNE 500 company. In fact, smaller businesses and professional firms are even more vulnerable than large firms because they don't often take this threat seriously.What should you do to prevent an attack? What can you do after an incident has taken place? You preparation and your initial response may just save your company. It is that serious.On today's Inside BS Show, Dave Lorenzo interviews Dan Cotter. Dan is an attorney who handles cyber issues and the response to cyber incidents. Use this show as a best practice session for your business and call Dan if you have any questions. Dan Cotter’s Contact Info:(312) [email protected]://www.howardandhoward.comThe information contained on this Inside BS Show (a) has been offered for informational purposes only, (b) does not constitute legal advice, and (c) is not guaranteed to be complete, up-to-date, or accurate in all respects.Chapters00:00 Why is Cyber Security Important?00:50 Introduction to Dan Cotter01:30 What Scares a Lawyer About Hackers?03:00 Dave Tells a Scary Phishing Story05:47 The Elements of Online Fraud08:24 Who are Hackers and Spammers After?10:00 The Reason You Should Never Save Credit Card Information16:19 How to Protect Your Business from Cyber Attack Liability18:00 Why You Must Do Cyber Audits and How to Do Them22:00 How Cyber Insurance Works23:45 When Should Management or a Board of Directors Member Hire a Personal Attorney?26:15 What Homework Should You Do If Considering an Appointment to a Board?28:29 How Dan Got Started as a Business Attorney30:15 Dan’s Best Advice to Young Attorneys32:28 How Does Dan Attract Clients?33:30 Who is Dan’s Ideal Client?34:45 How to Reach DanDan Cotter’s BioDan Cotter is an experienced attorney who has served in a variety of legal roles in his career, including as general counsel of a large life insurance company, as well as extensive experience in private practice. Dan's mix of clients includes insurance companies and other financial institutions, IT and consulting companies, and nonprofits. He has been working on privacy and cybersecurity issues since 1996, including development of terms and conditions and disclaimers on Fortune 500 websites in the late 1990s. He has been the chief privacy officer of several companies and law firms, and has extensive experience as in-house counsel. Dan is experienced in dealing with complex insurance regulatory issues and transactions, and substantial reorganizations of holding company systems. Throughout his career, he has negotiated thousands of contracts from simple to complex, including outsourcing. He also has substantial experience with internal investigations and employment-related issues.

Have you ever wondered how some people become expert witnesses? Are you an attorney looking for someone to help you explain that complex engineering issue to a judge or jury? What criteria should we use when selecting an expert?On this edition of The Inside BS Show, Dave Lorenzo interviews Mark McFarland, a professional engineer and expert witness. Mark shares his secrets to getting work in this field and he also shares the criteria for selecting an expert to help you resolve that difficult case. Mark McFarland’s Contact Informationhttps://www.discoveryengineering.net/(720) [email protected]:00 Dave Lorenzo Interviews Mark McFarland01:00 Mark’s Background02:00 Can 5G Technology Cause an Airplane to Crash?04:40 How an Electrical Engineer Helped Solve a Sex Trafficking Case 05:56 Your Phone is Tracking You08:08 How Mark Became an Expert Witness09:58 How Mark Solved an Electrocution Case12:34 Mark Tracks Down Someone Making Defamatory Remarks15:00 What Type of Case is The Most Fun?15:40 How Do You Make Something Complex Seem Simple?19:00 How does Bluetooth Work?20:00 What is RFID?22:25 What Technology Excites Mark?25:00 How Does an Expert Witness Attract Clients?26:15 What Qualities Does a Good Expert Witness Possess?27:45 How Do You Prepare for Cross Examination?31:15 How Does an Expert Witness Know If They Are Communicating Clearly?33:00 Does the COVID Vaccine Track People?33:45 The Crisis in Research Today36:00 What is the Peer Review Process?40:30 Who is the Perfect Client for Mark McFarland?41:11 How Technology Makes a Difference in Securities Trading42:30 How Bitcoin will Lead to LitigationMark McFarland’s BioMark helps attorneys resolve litigation involving technical matters such as electronics, electrocution, cellular evidence, wireless, telecom, networks, securities fraud, system failures, contract & licensing disputes, and other technological & electrical phenomena. He works for plaintiff & defense counsel on civil & criminal cases nationwide.

What makes you different? There are five areas you must focus on to differentiate yourself from everyone else who does what you do. These five areas will make you the professional they want to hire. Join us for today's inside BS Show and Dave Lorenzo will help you differentiate your firm from everyone else. Chapters:00:00 5 Ways to Be Different00:22 Why You?02:34 Why Now?04:07 Why This Problem?04:58 Possibility and Probability06:30 Action is the Only Way

You Are Making Five Mistakes that Are Killing Your Relationships with Your ClientsToday's Inside BS Show is all about making clients love you. Dave shares five ways you can work to deepen your relationship with your clients and make them love you. It all starts with being easy to work with. Join us for today's show and discover the five areas that you can improve right now. Chapters:00:00 How to Make Clients Love You00:27 Listen 70% of the Time01:20 Solve Problems05:00 Eliminate Passive/Aggressive Behavior06:10 Abandon the Need to be Right07:40 All Business is Personal

Stop thinking about becoming a thought leader and start thinking about becoming an expert. What's the difference? An expert creates content that solves problems. An expert sources ideas for his/her content from clients. Solving problems should be the focus of your content. On this episode of the Inside BS Show, Dave Lorenzo, The Godfather of Growth, helps you with your content marketing strategy. Chapters:00:00 This Content Marketing Strategy Makes You an Expert01:02 Demonstrate Expertise by Creating Content That Solves Problems01:53 Speaking Engagements are a Great Way to Demonstrate Your Expertise03:50 Publishing Makes You An Expert if You Write about Client Issues05:14 Being Featured in the Media is an Excellent Way to Be Viewed as an Expert07:00 Connect Your Clients to Each Other and You'll Be Viewed as an Expert

Looking for a lead generation strategy in professional services? There is one strategy that makes all the difference in professional business development. That is the Honeypot Strategy. Watch today's Inside BS Show with Dave Lorenzo for this fantastic way to grow your leads and get more clients for your professional practice. Chapters:00:00 The One Strategy That Changes Everything01:00 The Honeypot Strategy is Your Answer02:08 Offer Your Audience a Free Report or White Paper04:17 Offer a "How to" Video Course to Your Audience04:52 Offer Your Audience a Free Consultation06:50 Offer an Event Invitation07:30 Give Your Audience a Free Book

How to Follow Up After NetworkingMost professionals fail at follow up after networking. On today's Inside BS Show, Dave Lorenzo, The Godfather of Growth, gives you a step-by-step guide to connecting with people after you meet them. Chapters:00:00 How to follow up after networking00:41 Connect on LinkedIn and Email Your Contact Info01:40 Send a Handwritten Note03:35 Make an Introduction within 2 Weeks04:42 Send a Weekly Email Newsletter05:32 Send out a Monthly Print Newsletter

How to Shorten Your Sales Cycle and Deepen Client RelationshipsIf you want to deepen client relationships and shorten your sales cycle, you cannot miss this episode of The Inside BS Show. Join Dave Lorenzo, The Godfather of Growth, as he shares his secrets to shortening the sales cycle and making more money from existing clients. Chapters:00:00 How to Shorten Your Sales Cycle00:53 Start a Weekly Email Newsletter03:05 Do a Monthly Print Newsletter04:25 Call All Your Clients and High Profile Prospects AT Least 6 Times Per Year05:20 Create a Community and Introduce Members of Your Community to Each Other07:00 Put Clients First: Host a Client Appreciation Event

Your Real Job is to SellThis is the intro video in our business development essentials series. Most attorneys, CPAs and consultants do not realize they are responsible for finding and developing relationships. Well, now you know.On today's Inside BS Show, Dave Lorenzo explains this in detail. Chapters:00:00 Your Real Job is to Sell01:34 Nothing Happens Until Somebody Sells Something02:07 Rainmakers Make More Than Service Partners02:45 Anyone Can Do Math. Developing Relationships is an Acquired Skill03:28 Depth of Lifetime Value Requires Empathy04:29 All Your Products and Services are the Same. Relationships Differentiate You.05:20 Smart People Don't Do As Well As Smart People With Relationships

5 Steps to Building a Powerful Personal BrandIf you want to connect with people you must watch this video. On Today's Inside BS Show, Dave Lorenzo The Godfather of Growth, shares the secrets of personal branding. Chapters:00:00 5 Steps to Building a Powerful Personal Brand00:30 Articulate Your Competitive Advantage in Ten Words or Less01:30 Packaging Matters03:02 Your Audience Should Want to Know More03:58 Your Audience Must Either Love You or Hate You05:12 Link Something That's Known with Something Unknown

How to Write a Title for Your YouTube Video That Will Generate Leads for SalesIf you are looking for leads for sales this video will help you get them. On today's Inside BS Show, Dave Lorenzo, The Godfather of Growth demonstrates his method for creating a title for a YouTube Video that will help you get leads for sales. Chapters:00:00 How to Write a Title for Your YouTube Video That Will Generate Leads for Sales00:20 How Dave Lorenzo Cam Up with this Formula for YouTube Success02:22 Take Notes and Do Extensive Research on Topics03:19 Do Research on YouTube Keywords03:45 Examine What Your Competitors are Doing and Target Videos You can Dominate04:12 Use Tools to Examine your Topic

How to Become Magnetic and UnforgettableIn this episode of the Inside BS Show, Dave Lorenzo reveals his secret to becoming unforgettable. This is easily remembered using an acronym: IMABEChapters:00:00 How to Become Magnetic01:17: Become Interesting: Origin Story, Testimonials, Media03:00 Here's the way to Make Yourself More Memorable04:00 How to Become More Attractive: Like You, Different From You, Aspirational05:20 Be Bold and They Will Be Sold - On You06:00 To Seal the Deal Be Elegant

How to Maximize Your Return on Investment from a Networking GroupMany lawyers, CPAs, Financial Advisors, and other professionals join networking groups for business development purposes. This video will help you get the best return on investment from networking group membership.Join The Godfather of Growth, Dave Lorenzo as he shares his tips for maximizing networking group membership. Chapters:00:00 How to Maximize the Return on Investment from Networking Group Membership00:50 Establish a Strong Personal Brand03:22 Leverage the Power of “Thirds”04:40 Be Everywhere and Participate So You Have Maximum Exposure05:37 Give, Give, Give07:37 Follow-up, Follow-up, Follow-Up

Dave Lorenzo's Guide to Passing a ReferralThey way you GIVE referrals is the way you will RECEIVE referrals. This is my guide to passing a referral. Watch this if you want to become a great referral partner.Chapters:00:00 How to Refer Business Out So You Get Business Back00:30 You Must Pre-Qualify Your Referrals Before You Connect the Two People01:11 Send Bios and Background Information in Advance03:55 Schedule the Meeting Quickly04:18: You (the matchmaker) Must Attend the Meeting05:08 Follow-Up

How to Get More Referrals Than Ever BeforeIf you are in professional services (attorney, accountant, financial advisor) you need to know how to get more referrals. Today's video is an absolutely essential guide to getting more referrals than ever before.Join Dave Lorenzo, The Godfather of Growth, for todays Inside BS Show.Chapters:00:00 How to Get More Referrals Than Ever Before00:30 To Get More Referrals, Be Honest Up Front04:37 Respond to a Referral Request within 4 Hours05:38 Get a Meeting on the Calendar as Soon as Possible to Keep Momentum Going07:55 ECON: This is the Referral Follow-up Formula11:43 Frequency of Communication is a Guarantee of Good Things with Referral Sources

The High Ticket Sales Secret That Helps Sell Private JetsIf you want to be successful selling high ticket services to affluent individuals or to C-Level Executives, you must follow this five step formula.Dave Lorenzo is the Godfather of Growth and he spills the secrets to high ticket sales on this Inside BS Show. Chapters:00:00 High Ticket Sales Secret - 5 Ways to Sell High Ticket Services00:39 Know, Like, Trust02:37 Deliver Value First to Establish a Relationship03:19 Make it Personal - Help Them Become Successful04:00 Be a Person of Interest05:00 Show That You Are Around For The Long Term

Dave Lorenzo is The Godfather of GrowthIf you are asking yourself the question: "How did Dave Lorenzo Become The Godfather of Growth?" We answer that question on today's show.There are five ways Dave Lorenzo earned the nickname "The Godfather of Growth." On today's Inside BS Show, we explore all five of them. Chapters:00:00 How did Dave Lorenzo Become the Godfather of Growth?00:33 Dave Lorenzo Finds Clients for His Clients and Referral Sources02:40 Dave Lorenzo Teaches His Clients How to Grow04:06 Dave Lorenzo Shares His Relationships06:37 Dave Lorenzo Solves Problems08:15 Dave Lorenzo Makes Offers You Can't Refuse