Inside BS Show

The Secret to Being Comfortable with SalesThis is probably the best discussion of sales in professional services that you're ever going to find. Sales is about helping people see what is good for them. If you believe - really believe - you have the best solution for your client (or prospective client) you MUST push until they give you an answer. It is malpractice if you don't. Chapters00:00 The Secret to Being Comfortable With Sales00:44 Why Does Sales Come Naturally To Some People?01:10 Nothing Happens Until Somebody Sells Something01:58 Leadership Influence Is What CEOs Do But It Is Also Selling02:28 Mindset Shift You Need To Embrace03:46 How To Become Comfortable With Sales04:51 Purity of Intent05:53 The First Thing To Think About06:25 Dave Pitches ProVisors To Demonstrate His Purity of IntentAbout Inside BS Show The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding.

Easter BunnyOn Fridays on The Inside BS Show, we like to have a little fun. It was filmed during the NBA finals and, in completely unscripted fashion. She wasn't expecting him to turn the question around to her and she reveals the time she dressed as the Easter Bunny and had to retreat to the safety of the kitchen before things got ugly. Chapters00:00 Easter Bunny00:32 Spots Oversized Shoes at NBA Game00:55 What is the Most Ridiculous Thing Dave Has Worn?04:55 The Problem Dave Had with a Santa Suit05:45 The Irrational Fear Lorenzos Have of ClownsAbout Inside BS Show The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding.

Master The Art of ReferralsYou received a really bad referral from another lawyer. This referral turned out to be an annoying pest who not only wastes her time but continually reminds her of the carelessness of the referral attorney. Clearly, the referring attorney didn't care about you wasting her time with the pest.Dave shares with us the PROPER way to pass a referral and a story of how a great referral resulted in a 17-year client friendship. If you want to be viewed as an ideal referral partner, this is the most important 13:44 you will invest in your career. Chapters:00:00 How To Master The Art of Referrals00:30 Telling a Story of an Annoying Pest Who Was Referred to Her02:16 Dave Tells a Story About a Competitor Who Annoyed Him - But It Has a Plot Twist03:35 Dave Teaches Lawyers and ProVisors Members to Refer Business04:11 The Way You Give Referrals is How You Will Get Referrals Back06:00 How Dave Really Feels About Blind Email Referrals06:32 The Three PROPER Ways to Pass a Referral09:23 STOP Wasiting People's Time and Do This First10:25 Why Qualifying the Referral First is Important11:45 Dave Delivers the SHOCKING End to the Story He Started the Show WithAbout Inside BS Show The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding.

How to Create an Ideal PartnershipThis was the beginning of a partnership that lead to the development of a phenomenal professional networking group. While this may seem like an insignificant achievement - bringing 55 professionals together for a common purpose - it is just the beginning of what these two will accomplish.They've chosen the second episode of their joint podcast to briefly explain why their partnership is so special and why you should try and have something like it in your world if you want to do big things. Chapters:00:00 How To Create the Ideal Partnership02:40 Core Value Alignment and Complementary Strengths Mean Everything in a Partnership04:42 Big Ideas & Details Are What Make Our Relationship Work05:38 Your Take-Away 06:44 Saying Something Nice to DaveAbout Inside BS Show The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding.

The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding.

How to Become a Bicoastal RealtorAbout Rhonda KohnReal Estate Broker(800) [email protected] in Residential Real Estate in Los Angeles and Miami. My practice is global and I am bicoastal. Representing both Buyers and Sellers with all aspects of their Real Estate needs. I have direct experience with property sales in Receiverships, Assignment for the Benefit of Creditors, and Bankruptcies, and work with SoCal receivers from Simi Valley down to LA Quinta. I work closely with Fiduciaries, Business Managers, CPAs, Family Law, and Trust/Probate Attorneys. Additionally, I also have extensive knowledge in the Condo And Townhouse Market. 00:00 How to Become a Bicoastal Realtor01:09 How did Rhonda start into real estate?02:02 What is the difference between the real estate that Rhonda works in from LA to Miami?03:00 How does Rhonda handle listing in two markets?06:43 What effect has the current economic situation had on real estate in each place?08:40 How does Rhonda handle buyer expectations on property in various locations with high prices?11:47 What do the majority of buyers seek for in a home?14:11 What are the additional costs that buyers may face in a jurisdiction other than South Florida?18:59 How does Rhonda handle purchasers from Miami or Los Angeles?20:51 What deal is Rhonda the most proud of?25:21 A good story of Rhonda's dealings with defects property listing? 31:20 Another Rhonda Real Estate story37:42 Rhonda teaches clients how to create a seller video.41:17 Can Rhoda arrange for the buyer and seller to meet in person?46:18 How does Rhonda manage her lifestyle when she has a deal from LA or South Florida?About Inside BS Show with The Godfather and Nicki GThe Inside BS Show with the Godfather and Nicki G provides business leaders with inside business secrets to help them make a great living and live a great life.Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. Dave Lorenzo and Nicola Gelormino have the unique ability to get their guests to share the insider secrets that have helped them dominate their industries. A new episode is released at 8 AM each business day.

How Medical Professionals Plan for RetirementAbout Drew PowersDrew Powers is the Founder of Powers Financial Group LLC, a Registered Investment Advisor, specializing in advanced investment and insurance strategies for Medical and Dental Professionals, Business and Practice Owners, and Successful Professionals.Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies.At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. He holds FINRA Series 7 & 66 registrations, as well as Life and Health Insurance licenses. As a member of Ed Slott's Elite IRA Advisor Group, Drew receives in-depth technical training on advanced retirement account planning strategies and estate planning techniques, new tax laws, and proactive preparation for pending legislation. Drew has also trained under former IRS trainer Sandy Botkin, and he has been named a Five Star Wealth Manager for 2019 and 2020. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.Chapters00:00 How Medical Professionals Plan for Retirement00:57 How did Drew get started helping folks in the medical industry on retirement planning?01:44 Why are medical residents important to Drew as clients and what do they do?03:29 How does Drew counsel someone who is deeply in debt?05:12 What is the first thing Drew focuses on with his clients?06:59 What kind of disability insurance do residents who aren't making a lot of money get?08:53 It is more difficult to ensure one type of medical practitioner than another?10:18 How does a retirement plan work for medical professionals? 12:56 How does a minimum-wage earner in the medical industry obtain a retirement plan?15:31 What ERISA stands for and what are the things that they allow people to achieve that make them so vital to Drew's business with his clients?17:19 How to buy the assets for less money while avoiding taxes?18:53 Why do many believe that wealthy individuals do not require insurance?23:50 How much of Drew's business comes from referrals?25:08 What should people pay attention to when referring Drew?26:17 Which one would Drew prefer to work with: someone who has already started working with a financial advisor or a new one?28:11 What information must a client provide for Drew to assist them?29:52 What will an estate planning attorney hear that will make them want to visit Drew?32:54 How does Drew help families who have list a loved one?

The Inside BS of Fraud InvestigationAbout Tracy CoenenTracy Coenen has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of industries. Because she is so hands-on in each investigation, Tracy can testify in depositions or trials with confidence.00:00 The Inside BS of Fraud Investigation01:34 How did Tracy become a Forensic Accountant?02:42 How did Tracy become a Fraud Investigator?03:29 How exciting it is to discover business executives who stole or found money that a spouse thought he or she was incredibly clever and hid.04:16 Who is better at hiding money from others: the CEO of the company or the shady spouse?04:45 A case study: How Tracy discovered hidden property from a client's husband 05:58 How does Tracy approach her job in corporate and divorce cases?07:08 What are some of the most common corporate methods for individuals to commit fraud and steal from huge corporations?08:33 How can a client hire Tracy from an attorney?10:33 How does Tracy guide her clients through every aspect of the divorce process?11:30 How often does Tracy need an attorney to appear in court and get a subpoena to obtain evidence?12:18 How much is the divorce penalty for not closing an account?13:00 When does Tracy give testimony in court as a fraud investigator?14:45 How does a lawyer resolve a matter before presenting a report?16:32 What financial guidance Tracy offers to her pals who are preparing to get married18:12 Is it best for a couple to have a joint account but keep their own money?20:13 The value of financial transparency in a married partnership20:51 What has Tracy witnessed that surprises her in regard to a divorcing couple's finances?21:43 How vital is it for a married couple to have an in-case of emergency list that is internet secured and stored in a safe deposit box?24:38 What is a divorce money guide, and what inspired Tracy to write one?25:53 What is the first step in collecting financial documents?27:07 How often does a forensic accountant, such as Tracy, find hidden money from a husband of a client who's facing a divorce settlement29:29 How does Tracy handle and protect a pension that someone might be getting, if someone is going through a divorce?31:01 Where does Tracy fit into the divorce process?32:12 In what stage of the divorce process does an attorney consult with a forensic accountant like Tracy?34:05 Who is Money Guide for, and where can they find it?34:50 What is the best way to reach Tracy?

Talking Patent Law with Satellite GirlAbout Arlyn AlonzoArlyn Alonzo is an intellectual property attorney (patents, trademarks, copyright). She has a special concentration on the preparation and prosecution of patent applications as well as support for technically complex patent infringement litigation cases. Arlyn has worked with clients in a variety of high-tech industries, including wireless communication systems and networks, optoelectronics, digital storage media, medical devices, and other electrical and mechanical inventions. Arlyn has also been influential in helping many litigation attorneys find their “super” expert witnesses to win their cases. Arlyn AlonzoIntellectual Property Attorney(310) 853-382700:00 Talking Patent Law with Satellite Girl01:33 How did Arlyn get the nickname of "Satellite Girl"?02:54 How did Arlyn transition from engineering to Intellectual Property Law?04:28 What types of Patents does Arlyn work on as a result of her engineering background?07:35 What are the types of intellectual property and what does Arlyn works on?08:51 How essential are referrals from other Intellectual Property Attorneys?10:35 What is the difference between a Utility Patent, a Design Patent, and a Plant Patent?13:12 Could someone apply for both a utility and a design patent if their idea is unique?14:24 What is a patent attorney's step-by-step approach in their client?18:04 What exactly is an Office Action?22:00 How often does Arlyn come across the same folks for the same type of invention?24:13 Who is Arlyn's ideal client? 25:47 What should the client have in order to contact Arlyn?26:56 Why you need a Patent Litigation expert involved in a LPatent Litigation Case?30:33 How did Arlyn become fluent in four languages?

Inside the World of Succession PlanningAbout Warren RutherfordWarren Rutherford is the Owner of Rutherford Advisors, Inc. DBA The Executive Suite, located in Hyannis, MA USA since 2004. He provides succession-based executive search and C-level search services to closely held and family owned businesses. A graduate of UMass Amherst with a degree in Political Science and Northeastern University with a masters degree in Public Administration, Warren has certifications as a One Page Business Plan consultant, an Innermetrix consultant, and is a master coach. He has developed a talent assessment system for use in his executive search services to create a "person-future fit" for each executive search assignment. Personal - he is married to Carol, 2 grown children, Kevin and Keri, and a growing golden retriever, Layla.Warren RutherfordSuccession-Based Executive Search Expert(508) [email protected] 00:00 Inside the World of Succession Planning01:13 How did Warren become a Succession-Based Executive Search Expert?03:30 What exactly is a Succession-Based Executive Search?05:28 What percentage of Warren's deals does that CEO get when purchasing a company?06:46 How does Warren assist his clients in realizing their business goals?09:43 What size firm would be ideal for Warren's business?11:31 How does Warren make certain that he is hiring the right person for the CEO position? 13:25 What is Warren's approach to winning clients' trust in finding the right professionals for the position?15:48 What is Warren's opinion on what people should and should not post online?21:53 How does Warren handle sensitive topics during the interview?24:00 What is Warren's recommendation to an applicant with a poor credit history?26:58 How does Warren manage to work in multiple states?28:21 How can clients find Warren Rutherford?29:56 What aspect of Warren's appeal most surprised him?30:59 What industries aren't a good fit for Warren's business?

An Introduction to Asset ProtectionClients call Rodney Hatley when:(1) They are concerned about minimizing or eliminating estate, generation-skipping transfer, and gift taxes;(2) They are taking their company public (we can move their stock ownership into special trusts so that the value of the company is out of their estates for estate, generation-skipping transfer, and gift tax purposes);(3) They are selling their company and are concerned about claims of fraud and nondisclosure when buyer's remorse sets in (we can put the proceeds into asset protection trusts so that the money is protected from later litigation over the sale of the company); or(4) They have been sued (we can help them understand their rights and responsibilities so that they can make informed decisions regarding next steps).Rodney HatleyEstate Planning &Asset Protection AttorneyHatley Law Group, A P.C(858) [email protected]://www.hatleylawgroup.comChapters00:00 An Introduction to asset protection01:29 How did Rodney become an Asset Protection Attorney?04:35 How important is asset protection for business owners?08:27 What distinguishes an operational business from a holding company10:59 Why it's important to use a special purpose entity13:33 What are the basic requirements for an estate plan?19:19 What are the most common mistakes people make with their estate plans?22:03 How does Rod protect his clients' private information when they buy a property?24:26 What exactly is an Asset Protection Plan?

How to Plan for RetirementAbout Patrick Cote:AssetGrade is a fee-only Registered Investment Advisor firm that provides financial planning and investment management services for HENRYs (High Earners, Not Rich Yet) and businesses.Prior to launching AssetGrade in 2013, Pat held a number of executive roles at Fidelity Investments, including running operations for communications and investment reviews for more than 13,000 clients with retirement plan assets totaling more than $600 billion. Pat also ran strategy and acquisitions for OneShield, a KKR-backed insurance software and services provider. He is a former strategy consultant from Bain & Company in London and Boston. Pat is a Chartered Financial Analyst® and earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from McGill University.Patrick R. Côté, Founding Partner AssetGrade(617) 933 [email protected]:00 How to Plan for Retirement00:51 How did Patrick become a financial advisor?01:50 Patrick's advice for people who are unable to retire due to financial obligations07:03 Patrick's advice for people that start their businesses late09:35 What are the strategic differences between being an entrepreneur and a wage earner?12:08 How does Patrick prepare his clients for what their future lifestyle would be like?13:46 What are Patrick's clients' retirement misconceptions?15:33 How damaging are credit cards?20:59 How did Patrick's firm become one of the best in the country?22:21 Who is Patrick's ideal client?23:52 What are Patrick's strategies for dealing with clients?25:38 What is the difference between a fee-only financial advisor and someone who earns a commission by selling a product or service?28:52 Who is the type of person Patrick wants to work?31:35 Why investing in only one company is a bad idea?32:46 What is the advice Patrick has given as a result of COVID?34:11 How does Patrick handle clients who want to invest in S&P 500 Index Funds?36:30 People should consider their stock portfolio in the same way they consider the investment in their home

Inside the World of a Personal Injury AttorneyMichael Cushing is a Chicago personal injury lawyer specializing in car accidents, truck accidents, motorcycle accidents, workers’ compensation, medical malpractice, and wrongful death cases across Illinois.Michael Cushing has dedicated his career to helping people who have been injured by the negligence or misconduct of others. Michael is an aggressive advocate for his clients and has made a difference in the lives of thousands of injured adults, children, and newborns since beginning his practice in 2003.He has a broad range of hands-on trial experience and is a skilled and poised litigator who focuses on wrongful death, professional malpractice, and personal injury cases. Michael always places his clients first, giving them the individualized attention, they deserve.Michael believes that results matter and that is why it is his goal to ensure that each of his clients recovers the full value of their injuries. To reach this end he dedicates a tremendous amount of time, energy, and focus to each case. His hard work, dedication, and commitment has resulted in millions of dollars in verdicts and settlements for his clients.Michael [email protected] 726 2323https://cushinglaw.comChapters00:00 Inside the World of a Personal Injury Attorney01:32 How did Mike become a Personal Injury Attorney?02:59 Mike's approach to assisting his clients06:04 What are Mike's criteria for accepting a case?08:12 What is Mike's process for working up a case?11:45 How important it is to know a good personal injury attorney?14:08 How to tell if there is a case in a situation18:14 How does Mike persuade someone, such as a police officer, to cooperate in a case?19:47 Understanding the insurance company21:18 What is Mike's leverage as a personal injury attorney to get the insurance company to perform what they are contractually obligated to do?23:41 What percentage of cases go to trial, and what factors force certain cases to proceed to trial while others settle?26:56 What is the best question to ask a personal injury attorney before hiring them?30:36 How does a client know he has hired the best personal injury lawyer?34:36 How long does a case take?36:33 What is the statute of limitations?38:28 What is a "runner" in a personal injury matter?40:34 Dave’s story: How did Dave get a call from an attorney shortly after the accident without asking for one?42:26 Where do good cases come from?43:41 How does Mike's Law Firm do business?45:46 What is tort reform all about?

How to Tell Better StoriesAbout Karl (from Karl's point of view)I’m the owner of Squash and Stretch Productions, and help people who want to have a big impact on their communities attract more of their best clients and employees with engaging empathetic stories. I beat two brain tumors when I was 15, thanks to the help of my friends, family, community, and medical team. It’s why I’m so driven to help others build the sort of strong, empathetic connections that got me through the worst year of my life.If I could cast a spell that made everybody on Earth as empathetic as humanly possible - but casting the spell would kill me - I’d do it.It would solve big problems we’re facing like political and social divides, war, and inequality. And, it’d make challenges like Climate Change, Cancer, and Alzheimer's much easier to overcome.I enjoy working with professionals in the tech, biotech, healthcare, and professional services industries and believe that everybody has a story worth sharing.Karl Pontau(925) [email protected]://squashandstretch.net/Chapters00:00 How to Tell Better Stories00:57 How did Karl get to be the guy who helps people tell better stories?03:51 What is the outcome of Karl's brain tumor diagnosis?07:02 How did Karl come up with the name Squash and Stretch, and who are their ideal clients?08:57 How does Karl assist his client?11:47 What are the components of a good story?15:17 How Story Can Help Business19:05 How stories can be a major differentiator in any business?

The Inside BS About MortgagesCraig AchtzehnResidential Loan OfficerDraper & Kramer Mortgage Corp(312) [email protected] Craig AchtzehnFor over 21 years, mortgage loan officer Craig Achtzehn has been a trusted home financing resource for consumers and professionals across Chicagoland and beyond. Craig has distinguished himself as a top producer throughout his career, and Mortgage Executive Magazine has also consistently ranked him on their annual Top 1% Mortgage Originators in America list.Much of Craig’s success can be attributed to his passion for organization, effectiveness and communication. A former Army officer with a degree in Engineering Management from West Point and an MBA from Notre Dame, his attention to detail and personal involvement in each loan helps ensure a smooth and positive loan experience for his clients. Craig’s expertise includes a wide range of loan, property and client types, and he specializes in helping military borrowers obtain VA home loans.Craig’s favorite parts of his job are meeting new people, helping clients purchase their dream homes and seeing everyone leave the closing table happy. The majority of his clients are referred to him by satisfied past borrowers and his network of real estate agents, accountants, financial advisors, builders and attorneys.Outside of the office, Craig can be found spending time with his family or serving his community. He resides in suburban Chicagoland with his wife and two children where he coaches youth basketball. He is also an ambassador to the Folded Flag Foundation, a nonprofit that provides educational scholarships and support grants to the spouses and children of service members who have fallen in the line of duty.Chapters00:00 The Inside BS About Mortgages01:23 What is the current state of mortgage rates?02:37 Don’t let rates scare you when buying a house04:35 The process of refinancing06:05 What is a popular mortgage product?07:50 What mortgage product should individuals avoid?10:05 What is the subprime market and how has it changed over time?11:53 How can an entrepreneur obtain a mortgage with a poor credit score?13:14 How Craig assists investors in purchasing investment property15:53 Substantial equity refinance17:05 What drew Craig into the mortgage industry?18:45 How Craig approaches various clients22:35 How often should a realtor come to Craig to discuss mortgages?24:00 How should people know their credit score before buying a home?26:09 What a self-employed person should prepare for when buying a property27:18 What a co-signer actually means28:34 The Future of the residential loan industry30:01 History of the home loan industry30:57 How does a mortgage affect a second house if the first is rented?33:05 What are private loans and hard money?

How To Build a Law Practice That Supports Your Lifestyle 00:00 How To Build a Law Practice That Supports Your Lifestyle01:45 How did John become a Coach Lawyer?06:03 Why does John believe that people who pursue law as a second career often succeed where others fail?07:13 What they don't teach you in law school08:25 Why is it so difficult for some lawyers to separate their professional and personal lives?10:27 What advice does John have for law students about money in the legal profession?13:30 How should a litigator set up a system for their firm to run continuously?17:31 Three ways to make money in a professional services firm18:26 Why there is such a mental health issue in the legal profession22:07 The importance of seeking help for a mental health problem23:07 What is John's mission to return the practice of law to a noble profession?24:47 Why does John only work with lawyers?26:11 How does John determine who he will work with?28:08 What are John's client selection criteria, and how does that set him apart from others in his profession?31:22 How does John attract clients, and what is his business model?37:00 How does John talk to a lawyer about an exit strategy?

The Value of a Medical SherpaDr. Gerda Maissel, known as "Dr. Gerda the Medical Sherpa" is a physician with 10+ years of hospital/health system c-suite experience. When her mother was pregnant with her older brother she caught German Measles. Her brother was born with Congenital Rubella Syndrome. Growing up, Dr. Maissel saw the medical system treat both her mother and brother with a lack of dignity and respect. She chose to become a physician to help improve others' experiences. She chose the specialty of Physical Medicine and Rehabilitation because of the focus on function in the context of people's lives and families. Dr. Maissel was pulled into leadership early on, rising up to become a Chief Medical Officer or Medical Group President inside several different health systems. My MD Advisor is her 'pandemic baby'.Gerda MaisselPatient Advocate(845) [email protected]:00 The Value of a Medical Sherpa01:08 How did Dr. Gerda become a patient advocate?04:57 How valuable is Dr. Gerpa's work to her patients?08:30 How Dr. Gerda can assist you if you receive a serious diagnostic result15:14 What role does Dr. Gerda play in helping patients better understand the doctor's explanation of diagnosis results?20:51 How can Dr. Gerda assist patients in making treatment decisions?23:47 A case using Dave's Son.28:12 The benefits of working with a patient advocate30:19 A case scenario: How Dr. Gerda's assistance saves a patient time and money32:57 What is the difference between a patient advocate and a primary care physician?38:26 Dave's story: How can a doctor's straightforward honesty about a patient's medical results be helpful39:52 What Dr. Gerda enjoys most about being a patient advocate

Everything You Want to Know About Franchising But Were Afraid to AskMs. Liss’ practice emphasizes all aspects of franchising, business sales and purchases, intellectual property licensing and protection, trademarks, health law, and commercial real estate matters. She enjoys representing individuals, start-ups, and established national brands through their business life-cycle. Prior to joining Liss & Lamar, P.C., Ms. Liss practiced in the same areas in Denver, Colorado.She is a member of the American Bar Association Forum on Franchising and a past-chair of the franchise subsection of the Colorado Bar Association.Ms. Liss received her B.A. degree from the Tulane University and her J.D. degree from the University of Denver Sturm College of Law. She is a frequent speaker on the legal aspects of franchising, success in business sales and purchases, and brand protection strategies such as trademarks.Chapters00:00 Everything You Want to Know About Franchising But Were Afraid to Ask01:12 How did Laura get into franchise law?03:48 Real franchise explanation06:25 Why is there a franchise regulation, and how does it work?08:52 Why are franchises regulated at the federal level?09:49 What level of detail is required in the disclosure documents?11:46 What normally gets added when a company is franchised?14:14 What actions can I impose on my franchisees?17:01 Why having approved or designated required vendors is important for quality control?17:48 What restrictions do franchisors need to be aware of when franchising?19:18 How does Laura handle client documents when franchising in a different state?22:49 How should Laura advise clients on obtaining franchise approval in a different state?25:43 Is territorial exclusivity a franchise requirement?27:52 Can a franchisor limit what a franchisee charges the final customer?31:03 What is the difference between franchising and licensing?33:21 What are the boundaries of franchising and licensing?37:33 What is Laura's legal view on what potential franchisees should look for when looking to buy a franchise?

How to Handle Your Finances After Divorce About Beth KrazewskiBeth has been empowering clients for the past 22 years to discover a greater purpose for their financial wealth and to pursue it with confidence. Her area of expertise is financial planning for life’s transitions especially divorce, retirement, and widowhood. These are complex financial situations and Beth enjoys holding the big picture for her clients while collaborating with their accountants, attorneys, and other members of their team.Beth has a unique passion for divorce planning and for helping people at that difficult juncture. Her compassion for these clients led her to get a CDFA/Certified Divorce Financial Analyst designation, allowing her to assess their settlement sweet spot by analyzing short-term and long-term projections. Knowledge is power. And the strategic advice Beth offers clients based on her findings helps them feel confident negotiating and signing their agreements.In her 12th year as a planner and manager, Beth founded Purposeful Wealth Advisors, a division of Keating & Associates. Though she’s based in Chicago, Beth works with clients across the US and around the world. When she’s not working, Beth is busy living the dream she and her husband hatched along with their three cherished children who throw a wrench into the plan every now and then. As they should!https://www.linkedin.com/in/bethkraszewskicfp/https://purposefulwealthadvisors.com/Chapters00:00 How to Handle Your Finances After Divorce01:12 Why did Beth choose to become a Divorce Financial Planner?02:39 Importance of Choosing the Right Divorce Lawyer04:22 What financial advice might Beth provide people before they divorce?08:21 When and at what point should the person contact Beth in the divorce process?10:38 How far can a divorce lawyer go in the divorce process?12:36 How much should be spent on divorcees on a percentage basis?14:47 Understanding divorce custody and finances17:32 Divorce advice from Dave19:32 What is the significance of having a financial advisor during a divorce?21:45 How does the post-divorce process work?24:23 How Beth engages with her divorce clients25:40 How does a divorce affect a 529 College Plan?26:53 What are some divorce-related errors that smart people make?28:40 How should the mortgage be handled during the divorce process?30:10 What is Beth's greatest recommendation for choosing a divorce attorney? 33:03 How does referral work when looking for the best divorce attorney? 35:02 What type of divorce lawyer should you avoid hiring?

00:00 Insurance Master Class | How to Be Sure You Get What Deserve01:55 How David Scheidemantle’s superpower led him to be a lawyer04:14 How David's musical career helped him become a brilliant lawyer09:11 What drives David to continue his professional work?10:40 The significance of David's violin playing to his life14:26 How David's musical career is beneficial to his law career17:14 Where can David's services be found?21:08 How is insurance a valuable asset?25:38 When people should call David when their claim is denied?32:47 Is the insurance policy negotiable?37:13 Understanding the Insurance Policy40:47 Insurance policy rule42:30 Why an insurance company may initially deny a claim?45:48 When does someone require an independent Council separate from the insurance companies' Council?50:36 Example of a conflict of interest51:17 Who is David's ideal client?52:04 David's ideal referral source55:22 What types of policies are not a good fit for David?

How to Translate Data and Technology for Business LeadersAbout Ken Scales:As founder & CEO, Ken Scales ensures Scalesology is delivering innovative and scaleable solutions for clients while providing a positive atmosphere of integrity and respect for employees. Ken has led technology company operations and sales teams for over 20 years. He created and managed the development of multiple technology services/products, which gained national awards for innovation. Ken's mindset for listening to his clients and delivering problem-solving solutions has ensured increased sales in every organization he has overseen. Ken has the unique ability to translate business requirements into technology functionality. https://www.scalesology.com/[email protected]:00 How to Translate Data and Technology for Business Leaders01:13 How Did Ken Come Up With The Name "Scalesology" For His Business?04:08 What Does Scalesology Provide to Customers?05:17 A Case Study: Used Cooking Oil Recycling Company Grow and Scale08:20 How Do People Know What Scalesology Has to Offer?10:56 Ken's Journey to The Analytics Specialization12:25 How Does Scalesology Acquire a Client's Project?13:50 What Industries Can Scalesology Assist Users in Using Data for Predicted Purposes?18:15 What Are Some Examples of Publicly Available Data That Individuals Can Access? 19:57 A Case Study in Which Ken Assisted Clients in Achieving ROI22:19 Do Scalesology Provides Assistance in Professional Services?24:02 Who are Ken's Ideal Clients?25:55 How Does Scalesology Secure its Clients' Data Privacy?27:04 How Did Ken Develop a Data Analytics Firm?29:30 How to Hire the Best People?31:17 How to Run a Business with A Work-From-Home Plan Before a Pandemic32:41 What Does the Future Hold for The Scalesology Team?39:24 What Is the Difference Between Organized and Unstructured Data?

How to Build a Fantastic Corporate CultureBrittany AndersonPartner & PresidentCo-founder of Dare to Dream EnterprisesAuthor of 2 books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up ToBrittany’s ability to lead and create a killer culture amongst the Sweet Financial team has earned her the title of “culture queen.” Since joining Sweet Financial Partners in 2008, her goal has been to help create a well‐oiled machine so the entire team can focus their days on creating an exceptional client experience. Her love of people and conviction behind inspiring everyone she touches to live as the best version of themselves has influenced her role as a coach for our Women Forward and Smarter Business platforms. She helps to empower our Women Forward members to realize their full potential and aids business owners in streamlining & systematizing their companies, all while engaging their [email protected]:00 How to Build a Fantastic Corporate Culture00:45 A Story of Impact: Brittany's Mom's Story02:46 How Brittany's Mother's Story Inspired Her to Succeed.07:12 What is Brittany's Philosophy on Attracting and Managing Money?10:58 How to Train Financial Advisors to Create Value in New Ways15:31 How Brittany Deals with Those Who Are Fixated on Not Having Enough in Business?17:35 How Dave Acquired High-Profile Clients While Focusing on A Single Niche19:41 How to Attract People in Your Business with One Narrow Niche24:19 How Can a Financial Coach Tell when They and a Client are Clicking?27:07 What is Coming Next in Brittany’s Company?29:18 How Can We Continue to Pursue Our Passions After Retiring?37:48 Get Connected with Brittany's Sweet Financial Foundation and The Dream Architect Life.

Jeremy Kanne started Smart Yeti originally as a full-service creative agency servicing many individual marketing needs. Using his background in Marketing, Engineering, & CMOx's Functional Marketing® process, Jeremy turned Smart Yeti into a company focused on helping B2B professional service companies grow faster with a fractional chief marketing officer.WAYS JEREMY CAN HELP YOU:+ Create a marketing strategy that fosters predictable growth+ Manage KPIs so your marketing makes you money+ Correct your brand messaging and positioning+ Create systems for your team to follow+ Map out your customer journey+ Hire marketing employees and consultants to execute+ Eliminate holdups to keep your marketing team moving+ Direct marketing resources according to your business needsTO LEARN MORE: [email protected]:00 What is a Fractional Chief Marketing Officer?01:00 How did Jeremy become a Fractional Chief Marketing Officer?02:10 What is the Best Firm to Contact for Jeremy?03:36 What is the Role of a CMO in a Startup?04:56 How involved is the CMO in the Tactics of a Client's Business?09:52 How much does a CMO Assist to Evaluation Process in a Business?11:03 What is the Key Value of a Fractional CMO?12:21 How did Smart Yeti become High Level?14:49 What is the Future of CMO Marketing Effectiveness?19:15 How Effective is Video Discoverability Today?20:53 What are some Offline Business Strategies?23:02 Utilizing both Offline and Internet Networking to Support Business Growth27:00 How CMOs Help Clients Stand Out in a Crowded Market28:30 How CMOs Can Establish Great Relationships and an Effective Marketing Campaign With Customers?

On this episode of the Inside BS Show, Dave Lorenzo interviews Marc Hankin. Marc is an outstanding Intellectual Property Attorney who grows his business through relationship-based business development. Marc focuses on delivering value to others and helping them grow and that formula has helped him become one of the most connected lawyers in the United States.The first half of this interview is about the value of intellectual property to a business. The second half is about networking, developing relationships, and growing your law firm.join us for this fantastic conversation with Marc Hankin, a Master of Intellectual property and Networking. 00:00 How to Protect What You Have In Mind and Build Valuable Relationships00:59 How Did Marc Become an Intellectual Property Attorney?01:46 What Types of Patents Does Marc Work With?04:17 How Can Intellectual Property Increase the Value of a Business?07:07 How Does a Copyright Protect Intellectual Property?10:46 What is a Trademark Application?12:22 How Important is a Trademark in Business?23:00 What are Trade Secrets, and Why are They Important?25:48 How Can Intellectual Property Be Licensed?29:19 Why Do You Need a Firm that Focuses on IP Litigation for Patent Cases? 33:48 How Did Marc Make his Way from the East Coast to the West Coast?35:36 How did Marc Grow his Business?41:36 How Helpful is a Networking Group in Helping your Business Grow?47:03 How do you Maximize the Value of Becoming a Member of Provisors?51:33 How beneficial is Marc's membership in Provisors?57:43 What is Marc's Advice to people that have Concerns with Competitors?Marc HankinIntellectual Property AttorneyHankin Patent Law(310) [email protected]://www.hankinpatentlaw.com/About Marc Hankin:Marc E. Hankin, Esq., of Hankin Patent Law, APC, is a Registered Patent Attorney with a strong science background who has had extensive involvement as the lead lawyer in all areas of intellectual property law, including: patent preparation, prosecution, and licensing; trademark and copyright registration and licensing; intellectual property disputes and litigating patent, trademark, and copyright infringements; domain name disputes; thefts of trade secrets; and other unfair competition matters. Marc has been the First Chair Litigator on a wide variety of IP matters for companies and universities ranging in size from solo inventors to start-ups through the top of the Fortune 500, and every size in between. Marc has been hired to testify at Trial and Deposition a dozen times as an Expert Witness and served as a Special Assistant Attorney General regarding a patent infringement matter. Marc has a sub-specialty in providing patent services for domestic and foreign Colleges and Universities, and served for several years as the Chair of the ABA University IP Law Committee.Marc advises owners and managers of all sized businesses on how best to protect their valuable technology and creative works, through patent prosecution, trademark and copyright registration, licensing agreements, and trade secret protection. For more than thirty-three (33) years, Marc has counseled clients, including manufacturers and distributors in many different industries, including: software, hardware, visual effects, robotics, home theater, optical, dental, and medical devices, footwear, garments, jewelry, food, cannabis, vaping, nutraceuticals, and dietary supplements. Marc is quite knowledgeable about a wide variety of issues in the mechanical, chemical, and electrical arts, and also has been hired as a Mediator for IP disputes.

How to Communicate Like a Powerful ExecutiveOn this episode of the Inside BS Show, Dave Lorenzo interviews Donna Rustigian Mac. Chapters00:00 How to Communicate Like a Powerful Executive01:18 How did Donna get into Coaching Executives?04:20 What Makes an Effective Leader to be Good Listeners?09:57 How should a Business Executive make Connections with others?12:14 What is the main Challenge in Executive Communication?14:52 Is the Art of Good Communication Being Destroyed by Technology?21:50 How to Prepare for A Presentation to An Executive Committee24:00 How Effective Is Zoom for Speeches?27:14 How Donna Uses Brevity to Help Individuals Become More Impactful?29:02 What Is the Significance of Being an Indirect and Direct Communicator?31:22 How Mindfulness has Aided Donna and Her ClientsDonna Rustigian MacExecutive Communication Coach(508) 954-8279donna@ivoicecommunication.comIvoicecommunication.comAbout Donna Rustigian Mac:Donna Rustigian Mac is the President of iVoice Communication, a company dedicated to creating healthy-human connections through updated, 21st century business communication skills. She provides 1:1 coaching to individuals, and group training to companies who want to expand the capabilities of their people. Donna has 30+ years of experience (in the media, digital media, corporate coaching, workforce development), She’s also a certified mindfulness teacher, and a qualified behavioral change facilitator. Donna’s work helps people communicate as their “best, most authentic selves”. She helps you break through ‘old conditioning’ so you can connect, human-to-human, with greater ease and updated skills. Donna is also the author of Guide to a Richer Life, Know Your Worth, Find Your Voice and Speak Your Truth as well as the Appreciation, #YayMe Journal and the Six Pillars of Mindful Communication.

An Introduction to the PEO IndustryOn this episode of the Inside BS Show, Dave Lorenzo interviews Matt Walus. Matt shares an overview of the Professional Employer industry. 00:00 An Introduction to the PEO Industry00:40 What is a PEO?01:35 Who benefits from working with a PEO?04:12 What services do PEOs provide?09:59 What is a Co-Employment Relationship?11:42 How G&A Partners and Matt's Systems help Clients?14:52 What types of training do Matt and G&N provide?16:28 How does G&A provide client solutions?18:44 What has Matt noticed as an improvement in PEO during the last decade?20:52 Who is not a suitable PEO client?22:53 Who is Matt's Ideal client?24:30 Who are G&A's top Referral Partners?26:15 How does Matt's Sales Process Work?27:52 What is the Future of the PEO Industry and G&A?Matthew WallusVice President of Sales - MidwestG&A Partners(630) [email protected] Matthew WallusMatt Walus is the Vice President of Sales for the Midwest Region. He leads new business development efforts in and around the greater Chicago area and is responsible for the expansion and growth of G&A Partners' business throughout the region.A 25-year veteran of the PEO industry, Matt founded and operated a regional PEO company, and managed successful sales teams for another national PEO, before joining G&A in 2018. He earned his bachelor's degree in sociology from Dartmouth College, where he was also a four-year member of the football team.Today, he is involved with numerous community service programs through his church, and he is an active cyclist.

On today's inside BS Show, Dave Lorenzo interviews Arnold Brown about building relationships in banking. 00:00 How Nice Guys Finish First in Banking00:43 How did Arnie get into Banking?01:40 How Frequently Should a Banker Speak with Business Owners?02:27 What differentiates working with CPAs, Architects, Lawyers from working with Entrepreneurs and CEOs? 04:08 How Can Bankers Use Their Network Connections to Promote Others?04:50 Which Services are Ideal to Offer to a Professional Firm when they Bank with You?08:06 How to Make a Law Firm Partner Gain Ownership of the Firm?09:36 How Does a Banker Assist a Law Firm Partner in Increasing Their Line of Credit?11:13 How to Become a Good Candidate for a Line of Credit14:14 What are the Greatest Methods for Establishing a Relationship with a Banker?16:12 How Arnie Attracts Business for Himself and the Bank17:40 Arnie Did Not Expect a Contact to Come to Him at That Time.19:54 How Does Arnie Decides Where to Network22:38 Are There Any Clients Who Require More Professional Services Than the Bank Can Provide?24:09 What is the Arnie Brown Referral Criteria?25:18 What does Arnie and the Fifth Third Bank have to Offer Professionals?Arnold (Arnie) BrownSenior Vice PresidentFifth Third Bank- Chicago(312) [email protected] Arnie Brown:Arnie Brown is a SVP, and a Senior Business Banking Relationship Manager in the Professional Services Group of Fifth Third Bank. He specializes in catering to professional service firms including law, accounting, architectural, engineering, and health care practices/physicians. Arnie provides innovative credit solutions and cash management strategies, while delivering top notch added value to his clientele.Arnie can also assist with real estate financing options (residential and commercial mortgages) and can help his clients facilitate 1031 Tax-Deferred Exchanges on real estate properties. He works with real estate investors and business owners to help them defer capital gains taxes incurred from the sale of investment or business property.

A Master Class on ArbitrationJoin Us as Dave Lorenzo interviews Elaine Caprio, and she delivers a master class on arbitration.Chapters:00:00 A Master Class on Arbitration00:47 Elaine’s background in becoming Arbitrator and Mediator?03:42 How does the Arbitration Procedure Work?08:36 How an Arbitrator Maintains Neutrality in Cases10:31 What Happens at the End of an Arbitration Process?12:50 Who Decides if Evidence is Admissible?14:13 Describe the procedure for selecting the Umpire.16:35 How can an Umpire Maintain Neutrality at all times?18:54 How to Avoid Making Reversible Mistakes in Court?23:59 What is the Procedure for Filing a Judicial Appeal?25:25 What is Missing From or Often Ignored by People in Arbitration Clauses That They Should Have?27:13 What are the Benefits of Using a Single Panel in a Clause?28:35 Prototype of a Next Generation Arbitration Clause: An article by Elaine Caprio31:08 How is the Venue Clause Handled in Arbitration? 32:46 What is the Difference Between Mediation and Arbitration?34:03 How does Elaine Approach Mediation?35:45 Elaine's Perspective on Her Duty as a Mediator37:47 Can a Mediator Communicate Directly with a Party?41:04 How does Mandatory Mediation Work in the Commonwealth of Massachusetts?41:44 Two Reasons Why a Party Goes to Mediation 43:36 How will Elaine Caprio Mediate for People to Overcome the Final Obstacle?45:40 What Types of Disputes does Elaine Arbitrate?47:23 Why is the Insurance Industry ideal for Arbitration and Mediation?49:09 What are Elaine's Concerns about Gender Equality in the Workplace?Elaine CaprioArbitrator and MediatorPresident, Caprio Consulting and Coaching LLC(617) 833-9576http://[email protected] Elaine Caprio:Elaine Caprio leads Caprio Consulting and Coaching L.L.C, providing arbitration and mediation services, management consulting, and gender-balanced leadership coaching. She is on the National Roster of Arbitrators and Mediators for the American Arbitration Association and for the reinsurance and arbitration society ARIAS-US. Before forming Caprio Consulting, Ms. Caprio held executive operational and legal roles at Liberty Mutual Insurance including Vice President and Manager of Corporate Procurement and Vice President and Director of Ceded Reinsurance.Ms. Caprio was honored as a Business Insurance Woman to Watch in 2007 and as an Influential Woman in Re/Insurance by Intelligent Insurer magazine in 2017 and currently serves on the Board for the Massachusetts Insurance and Reinsurance Bar Association. Ms. Caprio holds a B.A. magna cum laude from Providence College, and a J.D. cum laude from Suffolk University Law School.

How to Take Care of the People Who Took Care of YouOn Today's Show, Dave Lorenzo interviews elder care expert Kate Granigan.00:00 How to Take Care of the People Who Took Care of You01:12 Kate's Background as an Elder Care Expert04:16 How to Handle Guilt when taking care of an elderly parent12:26 How Kate Handles Cases with Physical Problems vs. with Cognitive Problems18:06 What is the Phenomenon in Couples When the Other Partner Typically Passes Away Quickly After the First One?20:55 Does the Threat of a Worldwide Pandemic Make People More Fearful and Anxious?24:11 How Can People Who have Retired Continue to be Engaged in the Activities They Love and Fulfill their Purpose?33:57 Who Else Generally Works with Kate?Kate GraniganElder Care ExpertCEO Lifecare Advocates(617) [email protected]://www.lcadvocates.com/About Kate Granigan:Ms. Kate Granigan is a Licensed Independent Clinical Social Worker and received her Master’s degree in Social Work from Boston College in 1994. She has worked as a clinician in the field of aging for over 25 years. Ms. Granigan founded her own Life Care Management company in 1999, which later became part of a non-profit organization in 2009. Ms. Granigan held the position of Vice President of Care Management until she assumed the role of Chief Executive Officer of LifeCare Advocates in 2016. LifeCare Advocates is a team of nurses and social workers who provide assistance, advocacy, and guidance to elders and their families. Ms. Granigan is on the Board of Directors of the Aging Life Care Association and an Advisory Board member for the Massachusetts Guardianship Association.Ms. Granigan regularly lectures on topics related to aging, caregiving, and elder care.

How to Become a Better LeaderOn today's Inside BS Show, Dave Lorenzo interviews leadership expert Renee Scudder. Join us for this valuable show.Chapters:00:00 How to Become a Better Leader01:30 Common Mistake Renee find in Promoting People to Positions of Leadership?03:08 What Should we look for in a Leader?04:54 Where Does a Leadership Abilities Play a Factor?07:13 What Characteristics Should be Looked for in a Leadership Coach to help the Candidate for Promotion?10:09 How Does Coaching a Veteran Differ from Coaching a Newcomer?13:49 How Renee Demonstrate Concrete Interaction with a Distant Workforce?17:38 How Should a Leader Relate to their Team Today without Being Judged?21:44 What Makes a Company a Breeding Place for Exceptional Leaders?24:31 What Sets Renee Apart From Other Leadership Experts?28:09 How are Leadership Relationships at Non-Profit Organizations Different from Renee's Fortune 100 companies?29:36 What Kind of Individual Should Not Be Given a Leadership Position?30:59 Can a Leader's Psychological or Emotional Traits Hinder their Ability to Lead Effectively?33:46 Who Should Business Owners Invest in for Leadership Development?Renee ScudderLeadership Expert(617) 249-4829https://inspireleadershiptraining.com/[email protected] Renee ScudderWith more than 20 years in senior management positions and a deep educational background, Renee Scudder brings a distinctive vantage point to executive and corporate leadership training.As the CEO of Inspire Leadership LLC, Renee created a proven, evidence-based framework for helping individuals become high-performing, multidimensional leaders.Her Inspire Leadership Training is for both established and emerging leaders.

How to Handle Crisis CommunicationsOn this episode of the Inside BS Show Dave Lorenzo Interviews Dave Oates, a Crisis Communications expert.Chapters:00:00 How to Handle Crisis Communications01:03 What is crisis communication, and how is it different from typical public relations?02:23 The Pigeon Story10:34 How to Take Action to Inform People About Your Community Partner Status12:16 How to say a proper apology15:01 Why is lying a poor idea in the age of social media?17:32 What should you never do in a crisis situation?20:24 How to Craft a Message that Resonates with Your Audience30:34 Hugh Grant's Story34:44 Deal With Small Problems to Prevent a Major Crisis39:00 How High Profile People Handle the Media42:44 Dave Oates' suggestion for dealing with the rumor mill45:49 Who should contact Dave Oates for assistance?Dave OatesCrisis Communications Expert(858) [email protected] Dave Oates:Dave possesses more than 25 years of strategic public relations experience dealing with a wide array of adverse public events. Starting as a U.S. Navy Public Affairs Officer and later as a Corporate Chief Marketing Officer and Non-Profit President, he excels in expertly addressing a myriad of crises spans military, government, corporate, charity, and start-up environments. His Crisis Communications experiences, including handling employee and executive misconduct, cybersecurity attacks, product recalls, mass layoffs, large-scale accidents, criminal investigations, and civil litigation matters.

How to Become the Lawyer the Doctors TrustOn this edition of The INside BS Show, Dave Lorenzo interviews Melinda Malecki. Melinda is a Healthcare lawyer. 00:00 The Lawyer The Doctors Trust00:51 How did Melinda become a Health Care Attorney?01:57 How did Melinda's experience as an organ transplant coordinator help her to become a Health Care Attorney?02:52 What is the legal procedure for an organ transfer?04:14 What is the initial assessment of an organ donor following a sudden death?08:47 What was Melinda's first job after graduating from the practice of healthcare law?09: 39 What are the various types of work relationships that doctors will have with either a hospital or a large practice group?11:10 What are the benefits of contract physicians?12:56 Can a doctor's contract be negotiated?14:33 If nurses are hired, are they restricted to healthcare practices?15:20 What is the role of an advanced practice nurse?15:56 Can a doctor work part-time at a large system while building up their practice?17:11 What are some of the hardest issues for a lawyer representing a doctor and a nurse to negotiate?20:06 How do non-compete agreements work in Illinois?22:20 Is it possible for physicians to sign up to work for facilities without having their contracts reviewed by a lawyer?23:43 Who should a physician contact when starting their own practice?25:31 How does a doctor determine what insurance to take and not to take?26:17 What is the arrangement for outside doctors coming into a town versus the ordinary doctor?29:41 How many procedures can a doctor perform in a given week or month?30:52 What is the current state of the medical industry's economy?32:58 What is the current state of the nursing market in the United States?34:28 What should a physician who wants to start a concierge practice know?36:07 How may insurance be used when a doctor is a member of a membership organization?Melinda MaleckiHealthcare Attorney(312) [email protected] Melinda MaleckiMelinda Malecki is a Healthcare Law attorney with 30 years of corporate, regulatory, and risk management experience. She provides legal counsel, corporate compliance, and risk management services to physicians and healthcare practitioners, hospitals and healthcare organizations. Of note (to her) she is working on a concept called a "Pet-Legal Partnership" (PLP)which is an animal welfare care delivery model that formally includes lawyers in animal welfare care teams to address legal issues that force pet owners to abandon their pets. These issues might include substandard housing, threat of eviction or foreclosure and more. She is modeling this after an established model in the medical field called a "medical legal partnership" (MLP).

Why you need to have an Estate Plan NOW! On today's Inside BS Show, Dave Lorenzo interviews Estate Planning Attorney Jennifer Taddeo. 00:00 Why you need to have an Estate Plan NOW! 00:58 How did Jennifer become interested in Estate Planning?05:14 Why is estate planning so essential for young, healthy individuals?06:50 Even people as young as 18 should have an Estate Plan.10:24 What documents are required for an Estate Plan?17:09 What updated documents are required when getting married and divorcing?22:42 What are the two types of durable powers of attorney?30:50 Why you need to have an Estate Plan NOW! Jennifer TaddeoEstate Planning [email protected](508) 233-8393About Jennifer Taddeo:Jennifer D. Taddeo is a partner who concentrates her practice in estate planning, tax planning, business succession planning, trust and estate administration, elder law and long term care planning.She provides service to individuals, families, fiduciaries, entrepreneurs, and business owners. She is experienced in drafting wills, revocable and irrevocable trusts, and other estate planning documents.Ms. Taddeo assists clients with wealth transfer strategies designed to minimize overall estate tax liability while protecting beneficiaries from creditors. Her expertise in trust and estate administration extends to complex tax and disclaimer issues.Outside of the office, Jennifer is very active in the community. She is on the Board of Managers for the Bernon Family Branch of the Hockomock Area YMCA. She is a lifelong member and supporter of the YMCA, as both she and her children attended the YMCA day care and summer camps. Jennifer is proud to advise on branch management and help raise funds for the many ways in which the Hockomock Area YMCA impacts its community.Ms. Taddeo is an Accredited Estate Planner®. An AEP® designation is administered by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

A Credit Card Processor Teaches Us About Business DevelopmentDave Lorenzo interviews Joseph Campagna about credit card processing and business development. 00:00 A Credit Card Processor Teaches Us About Business Development00:41 How did Joe get into the world of credit card merchant processing?03:44 Dave's credit card processing story: What a credit card processor did for him during the recession09:14 How does a sales relationship help you stay in business longer?15:17 What differentiates Joe Campagna and Grant Merchant Services from the competition?18:54 What is considered a high-risk business?20:32 Why should someone call Joe if they are just starting a side business?25:59 What is the distinction between a card processor, a gateway, and a bank?27:27 What industries pass fees on to the end user, and what percentage of the fees are passed on to the client? 30:37 What Joe teaches his client about credit card compliance32:18 Who is Joe's ideal client?34:16 When should you switch credit card processors?36:42 Can Joe work with a small and new business?Joe CampagnaPrincipalGrant Merchant Services(847) [email protected] Joe CampagnaJoe Campagna took over running Grant Merchant Services in 2007 when his step-dad, Gary Glowinski suddenly passed away. Coming from the worlds of finance, tech and hospitality, Joe jumped feet first into the deep end, learning on the fly to manage and grow an existing portfolio. Now, 13 years later, Joe has taken GMS to new levels with clients across the country. He has maintained the relationships his dad built while growing the business. “Twenty years after our founding, I work every day trying to live up to the legacy my dad started,” Joe says. “He was a handshake, good-as-your-word, old school salesman. Having many of our original clients still with us today is the clear indicator of our success.”GMS works with a variety of clients from a 200+ location seasonal firework company to many B2B and B2C merchants. In the past 13 years, Joe has seen the industry and client marketplace change. “Finding ways to adapt is crucial to any business' survival, especially with the increase in competition our industry has seen,” Joe adds. “We try to help our clients build their success and not be viewed as a commodity, but more of a valued service to their customers.” His goal is to demystify the world of payments and find the best solution for GMS clients. All while ensuring GMS customers understand the costs along the way.When Joe isn’t busy at work, he’s cheering on his Wisconsin Badgers, playing in an “old man” hockey league and trying to keep up with his 5-year-old twin daughters. Suffice to say, he has an easier time keeping up with the old guys on the ice.

On this episode of the Inside BS Show, Dave Lorenzo interviews Brett Gallaway about class action lawsuits. 00:00 Class Action Lawsuit Master Class01:21 What exactly is a Class Action Lawsuit?07:43 Who covers the Legal Fees in a Class Action Lawsuit?10:08 When should a Lawyer be aware of his or her limits in a case?12:12 What are Brett Firm's standards for accepting a case?17:19 How can a lawyer tell when a case is ready for settlement?21:03 A decade case that was finally resolved: Apple Inc.28:56 How a Class Action Settlement works and How a Lawyer convinces everyone to accept a Settlement 35:36 What else does Brett and his firm McLaughlin and Stern do?37:44 What should people ask an attorney before hiring them, and what should they look for if they have a plaintiff's case?Brett GallawayLitigator and Class Action AttorneyMcLaughlin and Stern(212) [email protected] Brett Gallaway:Brett R. Gallaway is a partner in the litigation department and Co-Chair of McLaughlin and Stern’s Class Action Practice. Mr. Gallaway specializes in employment and commercial litigation with a concentration on complex and class action lawsuits. He has a detailed working knowledge of federal and state labor laws and has successfully litigated and negotiated hundreds of employment claims including wage and hour issues, employment discrimination and wrongful termination, WARN Act violations and various other labor disputes. In addition to employment litigation, Mr. Gallaway also regularly assists clients with corporate, real estate and transactional matters, and has significant federal and state court trial experience prosecuting and defending commercial lawsuits. Mr. Gallaway also regularly represents clients in all facets of the restaurant and hospitality industry from business organization and structuring to protective strategies and litigation defense.Mr. Gallaway has been regularly cited in the press and legal publications for his innovative efforts in the practices of employment law and litigation and has been recognized since 2015 in New York’s “Super Lawyers” as a “Rising Star”, which is a competitive selection of the top 2.5 percent of attorneys in each state, as chosen by their peers and through independent research.Mr. Gallaway received his Bachelor of Science degree magna cum laude from New York University and his J.D. from Tulane Law School where he was on the Moot Court Board, three national Moot Court Trial Teams and practiced as a student attorney in the Tulane Domestic Violence Law Clinic. Mr. Gallaway is a native of New York City and is a member of the New York County Lawyer’s Association.

How to Find Your Mission and PurposeOn this edition of the Inside BS Show, Dave Lorenzo interviews Dr. Sheri Prentiss. Join us to find your mission and purpose.Chapters:00:00 How to Find Your Mission and Purpose00:52 The truly inspirational background of Dr. Sheri Prentis08:03 How Dr. Sheri helps doctors by sharing her knowledge13:25 How genuine a physician's empathy for their patients should be17:38 Culture and COVID vaccines: Dave's personal experience21:20 Race and Vaccines24:39 How medical professionals can persuade people of color to get the COVID vaccine27:58 How physicians find their purpose39:13 An important lesson for aspiring medical studentsDr. Sheri Prentiss, MDPresident & CEOS Phillips Consulting(847) [email protected]://www.drsherimd.com/About Dr. Sheri Prentiss:Dr. Sheri (pronounced Sher-Ree) is a visionary, best-selling author and sought-after physician leader. She is a board certified occupational & environmental medicine physician, public health expert, and a breast cancer survivor. After breast cancer treatment left her disabled from lymphedema in her right upper extremity, stripping her of her life-long dream of being a practicing physician, she re-invented herself and went on to become a national public figure, professional speaker, and entrepreneur/owner of her own healthcare consulting business. She has been the catalyst for transformation in the space of cultural and workplace diversity for more than two decades. She launched her TV show, The LIVE Today Show, on CANTV channel 21, as well as her podcast, “Where Medicine Meets Ministry: Dr. Sheri Talks Faith & Facts.”

Where to Find the Hidden Money in your BusinessOn today's Inside BS Show, Dave Lorenzo interviews expense reduction expert Neil Schwan.00:00 Where to Find the Hidden Money in Your Business00:52 How did Neil become an Expense Reduction Expert?02:59 Where does Neil find the most savings in businesses?04:11 How does Neil's approach work?06:17 What role does the Expense Reduction Expert play in a larger organization?08:47 What areas of a company do Expense Reduction Experts examine?09:20 A Successful Case Study15:36 How does Neil capitalize on having a large number of vendor relationships?18:13 How long does it take an Expert Reduction expert to work with a business client?19:52 A case study in which Neil is involved in a Chapter 13 bankruptcy,20:47 What other industries does an Expense Reduction Expert serve?23:24 Can an Expense Reduction Expert assist people with insurance issues?24:19 What business industries would an Expense Reduction Expert not be a good fit for?Neil SchwanExpense Reduction Expert(630) [email protected] Neil Schwan:28 years of helping clients improve their businesses has led me to this moment. I help businesses reduce many of their vendor expenses, with no upfront cost. There is nothing better than, delivering "Found Money" for my clients and partners. I get a charge out of hearing a client say “ WOW! This is great! I can't believe how much money you recovered!

How a Great Coach Makes You a Better Financial AthleteAll of us want to win at the game of financial planning. On this episode of the Inside BS Show, Dave Lorenzo interviews Mark Lenert, a guy who coaches a team and people who want to preserve their assets. Join us and discover the strategies you can use to win the financial game of retirement planning.Chapters:00:00 How a Great Coach Makes You a Better Financial Athlete00:35 Why did Mark choose to help people as a Financial Advisor?02:06 What are the benefits of being a teacher and a coach to Mark as a financial advisor?05:05 Is it advisable to work with family in business?07:35 How Mark's work as a teacher helps him in pursuing his other career goals12:58 How does Mark coach his team?15:27 What is the value of client communication?23:45 How does Mark manage his work as a coach and a financial advisor?27:55 What is the story behind a Doberman in a car on a lift?31:26 How did Mark approach his client pitch when he first started his company?36:58 What others should be thinking in order to get a client?Mark LenertFounderLenert Financial(212) [email protected] Mark LenertFor over 15 years, Mark has worked as a Financial Advisor. He offers insurance, investment, retirement, and long-term planning services. Seeking to have a significant impact on the lives of individuals, families, and business owners, Mark founded the Lenert Financial Group.Mark graduated in 1991 from Pennsylvania State University with a Bachelor of Science degree in Mathematics. Before beginning his financial planning career, Mark spent time teaching high school mathematics and coaching soccer and football. His love for numbers, his desire to educate, and his ability to understand the needs of others made transitioning into financial services a logical progression. Mark holds his Life Underwriter Training Council Fellow (LUTCF®) designation. He has achieved Court of Table for the Million Dollar Round Table since 2016 as well as Chairman’s Council since 2015. Both of these are very prestigious honors in his profession.Aside from helping his clients achieve their financial objectives, Mark enjoys sports, music, traveling, playing the guitar, meeting new people, and spending time with his family. He and his wife Ida have three children: Liam, Linnea, and Isabella and they currently reside in Tarrytown New York.

The Right Way to Plan Your Estate and Gifts to Charitable InstitutionsThis show is important for anyone who cares about his/her family. Today Dave Lorenzo has a conversation with Jennifer Abelaj, an New York Estate Planning Attorney. Join us!00:00 The Right Way to Plan Your Estate and Gifts to Charitable Institutions01:19 What inspired Jennifer to become an Estate Planning Attorney?02:07 How does Jennifer begin discussing Estate Planning with others?05:16 The Importance of Estate Planning in Families06:50 What are the basic requirements for Estate Planning in New York?09:23 What is a Will and what is contained within it?10:57 How significant is an Estate Plan in an Insurance Policy?14:17 How important is it to hire an Estate Planning Attorney when acquiring Insurance?15:44 What is Susan's recommendation for long-term assets to be left to a minor?21:50 What does Trustee and Executor mean?23:37 What is the difference between Revocable and Irrevocable Trusts?26:49 How to Set-up and Use a Trust?29:48 Why do some clients want to purchase assets in private?33:11 Why is it necessary to hire an Attorney if you intend to donate to charity?Jennifer AbelajEstate & Philanthropic Planning [email protected]://www.abelajlaw.com/About Jennifer Abelaj:Jennifer V. Abelaj has a combined background in business, tax, and the law. She started her career as a Certified Public Accountant with Ernst and Young and continued practicing as a CPA at two worldwide investment banks. In her legal career, she worked at both large and boutique law firms practicing in Trusts and Estates and Non-Profits. She has significant experience advising high net worth clients, both domestic or with an international footprint. She has worked with non-profit boards, executive directors, and lobbying groups.As a first-generation American, Jennifer is comfortable working with clients of various nationalities. Jennifer speaks Spanish fluently and Slovak conversationally, which are the native languages of her parents. She also speaks French conversationally, which is her husband’s native language. Jennifer lives in Manhattan and enjoys the sights, sounds and experiences of New York City. In her spare time, you can find her snowboarding on a mountain or spending time with her husband and dog.

How to Build a Personal BrandOn this episode of The Inside BS Show, Dave Lorenzo interviews Susan Sharp, an artist, author, and professional speaker. The focus of today's show is how Susan built a successful and resonant personal brand. Chapters:00:00 How to Build a Personal Brand00:55 How did Susan start her career?03:52 How did Susan get over her feeling of being burned out?05:40 Who is Susan's ideal client?07:49 What should people ask Susan to help them get unstuck?13:27 How has writing books helped Susan's business growth?16:51 Susan's Etsy Marketing Strategy 19:03 How does Susan manage to do her artwork while also being a professor?20:25 What is the significance of business development and marketing strategy for artists?Susan SharpAuthor, Speaker, Consultant(309) 868-2253https://asharpdifference.com/[email protected] Susan Sharp:Susan Sharp is an abstract artist, author of Mid-Life Wisdom, The Legend of Frodder Spires, and The Farty Boys series and a contributor to three other books. She’s also a speaker with a passion for understanding our creative potential and motivations. Her blend of humor and ease of presentation makes her a sought-after speaker and podcast guest. Susan speaks about her career in the arts, the artist’s workspace and its importance in creativity, her Midwest upbringing, her creative process, her career in teaching in higher education, and the desire to see all people—especially those who don’t consider themselves creative—let go of limiting beliefs and blocks to their greatness.Through a combination of years of personal study on creativity as well as her own involvement in numerous creative pursuits (writing, art, music, design, directing, playwriting, craft, and voiceovers) Susan’s art was featured on the set of Season 7 of Orange is The New Black.For more information about Susan including availability for book signings and speaking engagements, visit www.asharpdifference.com

On this episode of the Inside BS Show, Dave Lorenzo interviews Richard Blank, the owner of a call center in Costa Rica.00:00 How to Build a World-Class Call Center 01:02 What are the unique qualities of Costa Rica?03:01 How well does the English accent of Costa Ricans sound?05:06 Why did Dave's family choose to relocate to Miami?07:19 Richard's journey to Costa Rica13:25 What are the benefits of people speaking English and Spanish in the business world?18:47 What services does Richard's Costa Rica Call Center offer?24:33 What are the business procedures Richard uses in Costa Rica for clients in America?35:10 Is there any reluctance among call center representatives to make phone calls?39:21 What are the pros and cons of call center employees working remotely when COVID 19 arrives? 43:22 What qualifications must new call center employees meet in order to work for Richard?Richard BlankCEOCosta Rica’s Call Center(888) [email protected] Blank is the Chief Executive Officer for Costa Rica’s Call Center since 2008.At the beginning of the new millennium, Mr. Blank relocated to Costa Rica to train employees for one of the larger call centers in Central America.By utilizing his motivational public speaking style backed by tactful and appropriate rhetoric, Richard has successfully prepared and managed over 10,000 of the finest telemarketers in the country for the past twenty one years.In addition, he has earned the reputation of running a school for telemarketing and is often sought after for private training sessions and consultation.Mr. Richard Blank holds a bachelors degree in Communication and Spanish from the University of Arizona and a certificate of language proficiency from the University of Sevilla, Spain. A Keynote speaker for Abington High School 68th National Honors Society induction ceremony. Giving back to Abington Senior High School is very important to Mr. Blank. As such, he endows a scholarship each year for students that plan on majoring in a world language at the university level.Per Gamification, Richard Blank has the largest collection of restored American Pinball machines and antique Rockola Jukeboxes in Central America.Costa Rica’s Call Center (CCC) is a state of the art BPO telemarketing outsource company located in the capital city of San Jose, Costa Rica. Our main focus has been, and will always be to personally train each and every Central America call center agent so that we may offer the highest quality of outbound and inbound telemarketing solutions and bilingual customer service to small and medium sized international companies, entrepreneurs as well as fortune 500 companies.

On today's Inside BS Show, Dave Lorenzo interviews Immigration Attorney Bennett Savitz. Bennet shares his substantial knowledge of the United States Immigration system with us. 00:00 Immigration Law Master Class00:47 What it's like to work as an Immigration Lawyer these days?02:44 What are the Various Aspects of Immigration Law?05:21 What are The Labor Market Effects of Immigration?07:47 What is the H-1B Visa Program?09:25 What other Immigration Laws allow foreigners to work in America?11:20 Who is eligible for L1 Visa?12:05 Is there another way for immigrants to work in agriculture in the United States besides the H1B Visa?13:32 What is a Special Transit Visa?15:03 What are the options for foreign investors looking to invest in the United States?19:35 What is an EB-5 Visa and is it a permanent program?20:33 What is the requirement for the Investment to be in a Targeted Employment Area (TEA)?21:54 What should an Employer ask Immigration Lawyers for Assistance in Hiring a Foreign worker in the United States?Bennett SavitzImmigration AttorneySavitz Law Offices(617) [email protected]://www.immigrationoptions.com/About Bennett SavitzBennett Savitz has practiced exclusively in the area of immigration law since 1994. Since 2008, Bennett Savitz has been selected as one of Boston's Best Lawyers in Immigration Law by Best Lawyers of America. Best Lawyers of America is a trademarked publication described as "the leading referral list in the legal profession." Additionally, in 2014, Bennett Savitz was selected to be added to The International Who’s Who of Corporate Immigration Lawyers. In 2020, Savitz Law Offices was selected as Global 100 Business Immigration Law Firm of the Year in Massachusetts. Since 1994, Bennett Savitz has been an active member of the American Immigration Lawyers Association (AILA), serving on several local and national AILA committees, helping shape policies and procedures for the entire Immigration Bar. He has also served as the Chapter Chair of the New England Chapter of AILA. Bennett Savitz speaks frequently and writes numerous articles on various aspects of Immigration Law. He graduated cum laude from the University of California at San Diego in 1990. He received both his M.A. in International Relations and his J.D. from Boston University in 1993, where he graduated as an Edward F. Hennessey Scholar. He is currently teaching Business Immigration Law at New England Law School, and a Graduate School course on Immigration Law and Policy at Lesley University.

How to Develop Business StrategyIf you own, manage or lead a business, this is the show for you. On this edition of the Inside BS Show, Dave Lorenzo interviews Barry Horwitz, a business strategist. Join us!Chapters:00:00 How to Develop Business Strategy01:23 How did Barry Develop his Entrepreneurial Mindset?03:14 What does Culture Eat for Breakfast?05:09 Strategy as defined by Barry Horwitz06:11 What is the Difference Between Strategy and Strategy Implementation?07:51 How does Barry's Experience Assist Clients in Achieving Business Success?09:48 What is Barry's Strategy for Dealing with Clients who have no chance of Growing the Business?11:44 Was Barry ever fired by his clients for telling them the truth about their company's not-so-great potential?14:46 How to Navigate the Internal Politics of a Client Organization?20:07 How does Barry handle aggravating people in an organization?22:22 How to Enhance the Lifetime Value of the Client?24:51 How has COVID 19 Pandemic and all of its ancillary issues Impacted Client Strategy?27:24 How wonderful it is to reconnect with people after the COVID 19 Pandemic.30:03 What is the Future of home-based businesses like Real Estate after a Pandemic?34:39 The importance of working from home versus working full-time in an office37:49 What does Barry do for Business Development?40:21 What is the leverage that Provisors provides to Barry?Barry [email protected]://horwitzandco.comAbout Horwitz and Company:Barry Horwitz established Horwitz and Company in 1995, a management consulting firm that specializes in helping clients grow in a strategic and sustainable way. His career has been exceptionally diverse and varied, spanning a broad range of industries, organization types and sizes, both domestic and international.As a consultant with The Boston Consulting Group, he helped Fortune 500 companies assess competitive situations and develop growth strategies. As a co-founder and chief operating officer of a venture-backed Internet startup, he raised more than $12 million in venture capital and led the company’s expansion for three years. As a VP of marketing and strategy for a billion-dollar retail chain, he developed the growth strategy for the core business while initiating the launch of a mail-order pharmacy unit that was ultimately sold to Medco.In his nonprofit work, he has facilitated strategic planning, marketing and business plan development for organizations ranging from national in scope (such as Charity Navigator and two divisions of the American Nurses Association) to local/ regional (such as Chimes International, Inc., The Benjamin Franklin Institute of Technology and the Conservation Law Foundation).A sought after speaker and moderator, Horwitz teaches MBA courses in strategy and entrepreneurship at Boston University’s Questrom School of Business and Emerson College’s Global Marketing program.He earned his MBA from Harvard Business School and his bachelor’s degree in economics from Colby College. An avid tennis and squash player, he lives in Newton, Massachusetts with his wife and empty nest.

Leadership Secrets from the Stage to the BoardroomIf you are a business leader, this is the show for you. If you are a professional speaker, this is the show for you. If you want to be more confident in sales or as an entrepreneur, this is the show for you. Join Dave Lorenzo as he interviews Sarah Finch on this edition of The Inside BS Show. Chapters:00:00 Leadership Secrets from the Stage to the Boardroom01:10 How did Sarah become interested in Improvisation?02:53 How improv and stand-up can help you improve your corporate performance05:54 What should a new improv performer do to be successful in business?07:39 Dave's Three Improv Concepts for Successful Client Business10:58 How to prepare for an improv scene, as well as a sales meeting or consultative session13:56 Sarah's improv training has taught her how to deal with unexpected shock.16:05 How improv helped Dave connect with his audience more effectively18:26 How Sarah's theatrical background helped her speaking career20:22 How Sarah put together her conference keynote speech23:55 What is the best way to use humor in the workplace31:23 A case study on how Sarah's theater experience helped a CEO connect with his or her team.37:27 How did Sarah help someone with a bad poker face become the CEO?42:56 How does Sarah connect with people these days and let them know she's available?44:12 How does Sarah handle virtual speaking engagements?45:57 Dave's business perspective about virtual events47:34 How competitive is the world of professional speaking?51:21 Sarah's advice to herself in her professional development 15 years agoSarah FinchLeadership Consultant(773) [email protected] Sarah Finch:Sarah Finch has spent more than 20 years as a facilitator, speaker and coach. Throughout her career she has led improv-based corporate learning for The Second City theatre, leadership competency development for the YMCA and high potential and executive leadership programs for companies in the Vista Equity Partners portfolio. Five years ago, she decided it was time to lead her work with her own voice and launched her solo business providing leadership and team development her way – with a unique mix of practical expertise, business acumen and theatre-savvy. She has worked with hundreds of corporate, non-profit, government and manufacturing companies including GE Healthcare, Deloitte, Major League Baseball, Harley Davidson, Kraft, Cisco, the IRS and many others.An accomplished conference speaker, Sarah has delivered breakout sessions and main stage keynotes with audiences across the country. She is a certified provider and coach for EQi and TruScore 360s and is a Faculty member with Lake Forest Graduate School of Management.Sarah holds a BS from Northwestern University’s School of Speech and an MA from New York University’s School of Education.

How to Achieve a State of Peak PerformanceAre you ready to fulfill your potential? Today's Inside BS Show is designed to help you do that. On this episode, Dave Lorenzo interviews Chris King - an executive coach who helps successful professionals take their game to the next level.If you are ready to move your performance from GOOD to GREAT, this is the show for you. Join us.00:00 How to Achieve a State of Peak Performance00:35 What is the process of Flow? 01:28 How to put ourselves into an optimum state of consciousness02:33 What are some examples of people in an optimal state of consciousness?04:57 How to master a flow state07:13 What are the flow triggers08:40 Is there any preparation required to be in the flow state12:47 What will help you to achieve flow?14:19 A story: How Chris helped a regular person achieve flow state.23:14 How long does it take to get into the flow state?25:34 What is the downside of getting into the flow state?30:29 How does Chris get people into that state and not go over the edge?32:51 Is it possible that some people never experience flow in their lives?39:29 How can renegotiating your existence help you achieve greater business success?43:40 Who are Chris's ideal clients?45:17 Who are the types of people who work with Chris King?Chris KingFounderPique-Performance and Flow Coach(323) [email protected] Chris King:You’ve renegotiated deals, jobs, and even relationships. What if you could renegotiate your existence? You can! And you can make the impossible, or even the unimaginable, a reality quicker than you thought!“Pique-performance” (spelling is intentional) executive coach, author, and speaker Chris M. King sets the conditions for “flow,” a.k.a. “the zone.” He facilitates the journeys that lead to the discoveries that create sustainable advancements for organizations and individuals to quickly achieve the impossible.Chris’s background is working in technology, broadcasting, and in the neuroscience institute of a Southern California hospital. He has also trained with the very best in flow research including the Flow Research Collective, the Flow Genome Project, David Bayer, Brendon Burchard, Dr. Andrew Huberman, Unbeatable Mind, and retired US Navy SEALs.Chris’s book, Renegotiate Your Existence: Unlock Your Impossible Life is now available on Amazon.

How to Do Business with a Commercial BankerIf you've wondered how to get the attention of a business banker, this is the show for you. On today's Inside BS show, Dave Lorenzo interviews Patrick Osbourne, a commercial banker with CIBC. 00:00 How to Do Business with a Commercial Banker00:42 How did Patrick get into Banking?02:57 What is the underwriting process when lending money to Non-Traditional Bank Clients?04:27 Who are Patrick's ideal clients?05:21 How does a Commercial Relationship Manager provide services to clients?07:03 How important is a middle-market in Patrick's business relationships with personal and commercial banking?09:37 What is Patrick's Business Development Process?11:34 Patrick's Inspiring Success Story in Business Development17:35 How to Form a Relationship Between a Banker and a Client19:44 What are some of Patrick Osborne's rules for dealing with a banker?23:33 Who is not a good referral to a banker? 25:20 Referring business the way you want to be referred by Dave Lorenzo27:53 How can referral help people connect and do business?29:17 Who are the three types of LinkedIn users?31:57 How important and useful is LinkedIn to Patrick?33:40 Dave's connection request guidelines on LinkedIn36:36 Avoiding red flags when doing connection business on LinkedIn38:31 Dave's strategic plan for networking relationships that will benefit his clients Patrick OsborneManaging Director CIBC(312) [email protected] Patrick Osborne:Managing Director and Commercial Banking Relationship Manager at CIBC responsible for managing existing relationships and new business development efforts for commercial and industrial (C&I) clients in Chicagoland and specialty finance clients nationally. Patrick provides loans to middle market companies with revenues of $25MM to $2B, along with wealth management, treasury management and capital markets services to businesses and their owners.

How Does a Private Investigator Look at Your Finances?On this episode of the Inside BS Show, Dave Lorenzo interviews Stuart Berman. They discuss all manners of fraud and how people get caught (among other things). Join us!00:00 How Does a Private Investigator Look at Your Finances? 01:04 What inspired Stuart to become a Special Agent and Investigator?03:38 Stuart's background includes working for the Illinois Department of Securities, as well as being a retired federal agent and forensic accountant.07:14 What is a General Services Administration (GSA)09:20 How the General Services Administration handles whistleblower cases?12:54 Who engages Stuart?14:48 How does a Licensed Private Investigator like Stuart work in the United States?16:07 Virtual Reality Assets, Crypto, and NFTs: A Private Investigator, Anti-Money Laundering Specialist, and Certified Fraud Examiner's Perspective26:37 How do complex schemes, such as sophisticated fraud, grow exponentially?28:23 How does the US law tracing money back two generations work?32:25 How can a Real Estate Attorney spot a Red Flag Fund?Stuart BermanCo-FounderRSA Management & Investigations(708) [email protected] Stuart Berman:Stuart G. Berman CFE, PSP, CAMS, is the Principal and Co-Founder of RSA Risk Management & Investigations LLC. Prior to co-founding RSA, Stuart was an award-winning Special Agent In Charge where he supervised the regional criminal, civil and administrative investigative program, encompassing six Midwestern states and 12 judicial districts. With more than 20 years of federal law enforcement and extensive government investigative experience in conducting complex internal and external investigations.Stuart is a Certified Fraud Examiner and a Certified Anti-Money Laundering Specialist with more than 25 years of experience conducting and leading audits, quality assurance reviews, examinations, risk assessments, internal controls reviews and testing, and inspections. Stuart possesses strong forensic accounting skills and is highly experienced at implementing proactive data analytics, analyzing records and information, interpreting data, summarizing, and presenting complex financial and commercial-related issues.Prior to Stuart’s federal law enforcement career, he worked with the Illinois Secretary of State, Department of Securities. He investigated several multi-million dollar unregistered investment promissory note Ponzi Schemes, in Illinois. In addition to Ponzi Schemes, Stuart investigated numerous “churn and burn” and conversion of customer assets cases.Among Stuart’s many investigative accomplishments, was a five-year GSA OIG, FBI undercover investigation in which numerous consensual recordings were made of GSA officials and contractors by cooperators. By the conclusion of the investigation, approximately 19 individuals composed of contractor employees, GSA employees, a court security officer, and an FBI typist; were charged with various bribery charges and with disclosure of wire and oral communications and pleaded guilty.In addition to the vast array of investigative experience, GSA OIG’s oversight of the Federal Protective Service prior to the Department of Homeland Security realignment, provided Stuart with expertise in physical, technical and personnel security. This all-important work resulted in Stuart’s experience in site surveys, physical security assessments, threat assessments, and business continuity plans.

Keeping the Chicago Real Estate Market Fair for TenantsOn this episode of The Inside BS Show, Dave Lorenzo interviews David Liebman. David is a Real Estate professional who represents commercial property tenants. He is also a hockey referee. How are those two roles similar? How are they different? Join us to find out. 00:00 Keeping the Chicago Real Estate market Fair for Tenants00:47 Why did David choose to work as a tenant representative?05:47 What are the benefits of working with new people versus experienced people in the market? 08:11 What is the leverage of business tenants staying in a commercial space?12:15 What is it that David does that makes people go WOW?18:21 How difficult is negotiating with an entity rather than a single landlord?21:52 What is unique about the Chicago Real Estate market?25:37 What does the future of commercial Real Estate in Chicago look like?28:53 How did David become a hockey referee?31:42 How does David handle hockey parents when things get heated?34:11 How can a baseball coach and a hockey referee set a good example for their teams and their children's parents?David LiebmanTennant & Buyer RepresentativeMerit Brokers, [email protected](847) 721-6088About David Liebman:We create superior negotiating leverage for Commercial Tenants, Buyers, & Investors so that landlords and sellers COMPETE for our clients.We make landlords and sellers COMPETE for our clients, the Tenants, Buyers, & Investors of Industrial and Office Properties. Our Secret Sauce: NO CONFLICTS OF INTEREST with owners & landlords -- we exclusively rep ONLY the buyers & tenants; superior negotiation skills honed over 32+ years; high attention to detail; prior legal experience; and EXCEPTIONAL personal service! We work in the Chicago Metro area as well as providing national and international representation through the Society of Industrial and Office Realtors (ww.sior.com) and ProVisors brokers and influencer relationships. RESULT: THE best deals for our clients in their respective markets!

How to Differentiate Yourself and Grow Your Book of BusinessIn his episode of The Inside BS Show, Dave Lorenzo interviews Jonathan Mayotte. Jonathan is a highly successful insurance executive. Today's show is about how a professional service executive grows a book of business. This show can help make you thousands of dollars. Join us for this great edition of The INside BS Show. 00:00 How to Be Different and Grow your Book of Business00:52 How Jonathan got involved in Commercial Insurance03:07 What is the best part of working as a Commercial Insurance Specialist?04:40 What is the biggest challenge that Jonathan experiences in his job?05:37 What is Jonathan's approach to winning a client from a competitor?07:38 What steps did Jonathan take to get to this point in his career?10:54 How did Jonathan become the Chamber of Commerce Chairman?15:29 What is the value of being a Chamber of Commerce member?17:27 What should a new insurance agent do, and what should they avoid?21:06 How to keep your momentum during a long sales cycle24:31 How to approach a client whose policy is about to expire and ask for a renewal27:03 How is Jonathan's client information protected?29:27 How Jonathan manages his time between working with clients and looking for new ones30:50 Who is Jonathan's ideal client?Jonathan MayotteCommercial Insurance SpecialistThornton [email protected](217) 649-4714About Jonathan Mayotte:Jonathan Mayotte is a Commercial Insurance Agent with Thornton Powell and has been with the agency since 2013, advising businesses on their Property & Casualty Insurance program. Jonathan started his Insurance career in 2012 with an Allstate agency in West Palm Beach, FL. Prior to Insurance, Jonathan worked for twelve years in the radio industry as a Disc Jockey, Program Director, and Production Director. Jonathan graduated in 2005 from Illinois State University with a B.S. in Political Science and achieved the coveted designation of Certified Insurance Counselor in 2020.Jonathan enjoys music, playing golf, watching sports, and spending time with family and friends. Jonathan and his wife reside in the Lincoln Park neighborhood of Chicago and he serves as Chairman of the Board for the Lincoln Park Chamber of Commerce.

Insperity is a company that helps businesses with their human capital management. On this episode of The Inside BS Show, Dave Lorenzo interviews Business Performance Advisor Rob Stepen. Rob shares the value of Insperity's services, and he shares valuable business advice. Join us for this compelling interview. Chapters:00:00 How to improve your business performance01:05 What does Insperity do?03:07 How does Insperity's co-employment model work?04:24 What are the different business services Insperity provides?06:49 How does Rob find his clients?08:43 What you should know if you want to start a business15:50 How altruistic behavior benefits Your business, life, and happiness19:51 How being a Provisors member can help you broaden and strengthen your network25:38 Who are Rob's best clients?28:37 The value of referralsRob StepenBusiness Performance [email protected](773) 818-7002About Rob Stepen:I apply decades of experience as a business owner to work with Small to Mid-size businesses to realize their company goals by improving their efficiency, accelerating growth and driving revenue by introducing our PEO Model.