
The Business Credit and Financing Show
970 episodes — Page 8 of 20
Ep 617How to Become Your Own Banker & Achieve Long-Term Financial Stability
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 year before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires. Joey's strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company's mission. During the show we discuss: ● What Infinite Banking is ● How Infinite Banking Concepts works ● The pros and cons of Infinite Banking ● How to invest the right way to obtain financial freedom ● Why infinite banking makes good financial sense ● How to benefit from the Infinite Banking Concept ● How soon can I take out a policy loan ● The guaranteed interest rate on these Infinite Banking policies ● Are whole life insurance premiums flexible ● Is my death benefit guaranteed ● Why use whole life for Infinite Banking and not Indexed UL ● How to pay a policy loan back ● Do I have to fund a whole life policy for my whole life ● Does the life insurance company keep my cash value when I die Show resources: https://www.wealthwithoutwallstreet.com/passport https://www.wealthwithoutwallstreet.com/freecall
Ep 616How Investors Get Worked Up and Worked Over by the System
Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron's. Distinctions aside, Gil's affinity for precision and detail reveals itself in his daily life as well. During the show we discuss: ● The good, the bad, and the ugly in Wall Street investment ● "The house always wins." ● What the brokerage ecosystem look like ● The differences between brokerage and advisory systems ● The most important new SEC regulations for us ● Brokerage tactics that make your portfolio inefficient and put you at a disadvantage? ● Common self-destructive tendencies that make every investor vulnerable to brokerage firm schemes ● How to walk away from the FOOLI$H routes investors so often take ● Tips for better investment results ● The best practices in investing ● Finding your investing style ● Successful investors have in common ● What the "two-portfolio theory" is Show resources: https://segmentwm.com/ https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 https://www.linkedin.com/in/gil-baumgarten/ https://www.amazon.com/FOOLISH-Investors-Worked-Over-System-ebook/dp/B092YLSYTK/ref=sr_1_3?dchild=1&keywords=foolish&qid=1631213000&sr=8-3 https://gilbaumgarten.com/
Ep 615We LOVED these UNIQUE business credit card benefits … and you will, too!
During the show, we discuss: ✅ Unique Benefits Business Credit Cards ✅ Business Credit Cards Serving Startups Including No PG ✅ Get Credit Cards to Buy Cryptocurrency ✅ Business Debit Cards Where You Pay in Full When the Bill Comes Due ✅ Business Credit Cards Where You Become a Member of a Rewards Program ✅ Business Credit Cards Available if You're Connected to the Armed Forces… ✅ Business Credit Cards for Nonprofits ✅ Cards for Amazon Discounts ✅ Business Consortium Cards ✅ A Truly Unique Business Credit Card to Manage Funds from an SBA Express Loan
Ep 614How to Make Your Business HIGHLY Profitable
Hilary Hendershott is the founder of Hendershott Wealth Management, a leading financial advisory firm for women, where her mission is to motivate women and their loved ones to be financially empowered. Hilary hosts Profit Boss® Radio, a weekly podcast where Hilary and her guests offer inspiration and actionable advice to support women in their financial journey. She's also a TEDx speaker, and has been featured in Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes and Investopedia. Hilary was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley and Investopedia has named her one of the Top 100 Most Influential Advisors in the US in 2018, 2019 and 2020. With more than 30 television appearances, she's considered the go-to personal finance expert in Silicon Valley for NBC, where they have nicknamed her "The Investor's Voice of Reason." Hilary has an MBA from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™. During the show we discuss: ● Why business owners get lost in their own numbers ● How to get a grasp the numbers you need to know to be profitable ● The bare minimum numbers you need to know to run your business ● What do you do if you don't have an idea of your business numbers? ● How can you get a better idea of the main numbers in your business? ● Why not to waste time reviewing a P&L all the time, and what you should watch ● Why you need to know where your leads are coming from and how much they're worth ● How to manage your expenses the right way to increase profits ● Why it's essential to set profit goals for your company ● What Profit First is and how it can help you ● How to make the shift to running a profitable business to put money in your pocket ● What's the key to building a profit margin where the company is healthy? ● What financial experts you need to have in your business ● How to extract more profits from their business ● What type of profit margins you should have ● What a profit funnel is and how to use it to get the profit margin you want Show resources: https://hilaryhendershott.com/ https://hilaryhendershott.com/profit-boss-radio/
Ep 613Get the Facts About The 3 Credit Bureaus for Business
During the show we discuss: ● The 3 Business CRAs and Their Data ● Dun & Bradstreet ● Get Set Up with D&B ● Build Business Credit with D&B ● D&B Reports, PAYDEX, and Other D&B Scores ● Dun & Bradstreet Reports and Monitoring ● Experian ● Get Set Up with Experian ● Working with Experian ● Experian Sample Scores ● Score Improvement Tips ● Monitoring Your Business Credit with Experian ● Experian Reports ● Equifax ● Get Set Up with Equifax ● Equifax Reports and Sample Scores ● Monitoring and Disputing Issues with Your Equifax Report ● Monitor Business Credit at D&B, Experian, and Equifax for Less ● Improving Your Reports
Ep 612How Doers Become Healthy and Successful in Life and Business
Pascal Bachmann is an international speaker, author, life, and business strategist who empowers and coaches businessmen to be healthy and successful leaders in business and life. After being a professional athlete on a world-class level, having a praxis for Asian therapies, creating 7 businesses in 3 different industries, generating more than $20 Million, and coached more than 20,000 people, he is in the position to share what he learned. The view and experiences from 3 different angles make him and his approach unique. He doesn't share what he learned from books, but what real-life taught him. During the show we discuss: ● Connection of health & business ● The secret of securing good health ● What to do when you feel like you're dealing with too many things ● The strategies to stay motivated ● How to get clarity and a clear strategy ● How to start structuring your life and business ● How to start and create a master plan for success ● How to stay focus on what you really want ● How to produce momentum and remain consistent ● What successful entrepreneurs have in common & how did they do it ● The biggest factor that can helped to be successful ● What's preventing people from achieving success in health and business ● CORE 4 ● How to use CORE 4 in path to success ● The secret to success in life and business Show resources: https://pascalbachmann.com/
Ep 611How to Get Paid Offering Business Credit and Financing
During this show we discuss: ● How you can easily offer business credit for your customers ● Why business credit and financing are in such HIGH-DEMAND post-COVID-19 ● How to become a business loan broker ● How you can have the work done for you while you rake in the cash ● How to earn $2,000+ per customer in front-end commissions … ● … while earning thousands more in back-end commissions ● What fundability is, and why it matters ● How business credit building will help your clients ● Everything you get when you join our partner program
Ep 610How to Find Great Deals to Fix and Flip Properties
Viktor Jiracek is a fix and flipper out of Gainesville Florida. He did 20 flips last year and his goal is 30 flips for this year (2021). His best flip was a $64k net profit deal that he ironically almost backed out of. He flips all type of properties including single family residences, townhomes, condos, and mobile homes. Although he's done many avenue of real estate including lease options, seller financing, short term rentals, and long-term rentals his passion is in flipping houses and teaching others to do the same. He mentors students all over the USA and teaches them all aspects of how to get started in flipping including; how to get the deals, how to get the money, how to run the numbers, etc. In Viktor's free time, he enjoys to travel and has been to 38+ countries. During the show we discuss: ● Why invest in real estate ● Fix and flip real estate ● How fix and flip real estate works ● What are needed to flip a house ● The required skills in house flipping ● The biggest risks associated with flipping a house ● How to get started in fix and flip real estate ● The things to consider before buying a property to fix and flip? ● The common house flipping challenges ● The house flipping trends ● How to source great deals ● Tips to finding the best deals ● Does the market matter in choosing your next deal ● How to source the funds ● How to effectively negotiate on your deal ● Getting a loan to flip a property ● Where the housing market is going Show resources: https://www.sellyourgainesvillehometoday.com/ https://www.linkedin.com/in/viktor-jiracek-b8549156/ https://www.facebook.com/viktor.jiracek.5 https://www.facebook.com/groups/sixfigureflippers/
Ep 609Setup a Business the RIGHT Way to Build Business Credit
During the show we discuss: ● Setting Up Your Business ● Fundability, Industry and Risk ● Business Name, Address, Entity and EIN, and Licenses ● SIC and NAICS Codes, Business Phone and 411 Listing ● Web Domain and Professional Website ● Business Bank Account and Business Merchant Account ● Get Set Up With the Business Credit Reporting Agencies ● Business Credit History, Congruent Business Information, Personal Financials and Personal Credit History
Ep 608Get the BEST Tools for Building Your Business Credit
During the show we discuss: ● The Best Tools for Building Business Credit ● The Business Credit Builder Core Program ● Monitoring ● Business Valuation ● Business Financing Options and Support ● What if You Want to Do it On Your Own? ● How About a Truly Bare Bones Solution? ● Costs of Business Credit Monitoring ● The Business Credit Builder 7 Step Process
Ep 597Building Business Credit Over Time
During the show we discuss: ● Business Credit Builds Differently Than Personal Credit ● Establish a Business Credit Profile ● Get Accounts Reporting
Ep 606How to Grow a Modest Investment into a Comfortable Retirement
Jerremy Alexander Newsome is on a mission to enrich lives with mentally liberating education. Since the age of seven, he has been fascinated with investing and growth and even convinced his father to match his investment deposit for some Apple stock back in 1995, which would be worth $14,000,000. His passion for helping others enrich their lives through investing led him to found Real Life Trading in 2014. This starting point has allowed him to assist and enrich tens of thousands of lives while also growing the company organically to a seven figure business. During the show we discuss: ● The difference between fear and greed ● How to reshape your beliefs about money ● The most important rule to Investing ● The kind of mindset that a successful investor have? ● What trading is ● What should beginner investors know about trading ● What a stop-loss is and how to use it ● What stock options is ● How To Invest In The Stock Market ● The things to know before buying a stock ● Kind of stocks should to avoid ● Should I invest in stocks when the market is high ● How to buy stocks at a lower price using stock options ● The best way to invest in volatile markets ● How to minimize my risk when I invest ● How to grow a modest investment ● What are some proven trading strategies ● How to become successful in trading Show resources: https://www.jerremynewsome.com/ https://www.reallifetrading.com/ https://www.linkedin.com/in/jerremy-newsome-99850847/ https://wallstreetsurvivor.com/
Ep 594Many of The World's Most Successful Business Owners Started Their Business With NO Money
During this training, you'll discover … ● What lenders are looking for when it comes to small business borrowers ● How the way you set up your business can affect your business fundability ● What business fundability is ● How to build business credit ● What other funding options are available besides loans
Ep 604How to Catapult Your Conversion
Michelle Fernandez is the lead Ad Strategist and Launch Manager for Foot Traffic Formula, which is one of the top coaching programs for small business owners helping them get more customers in the door, more profit in their pocket, and more happiness in their home. She is an expert in branding and a vital force behind the continued growth and scale of Foot Traffic Formula. Michelle enjoys the strategizing process that takes place prior to running ads, and is a master at getting crystal clear on brand identity, messaging, and funnel strategy, ensuring maximum ROI for ad spend. She understands how to combine the most powerful organic, ad, and funnel strategies to create a successful launch and scaling business. During the show we discuss: ● Strategies in paid and organic social growth ● Why video is a must for social media growth ● How to craft your customer avatar ● Why Facebook and YouTube ads are hot and how to monetize ● Pieces to building a funnel that converts the best types of ads to run prior to a launch ● How to optimize your funnel ● Best practices that helps you to convert ● Why you need to let your audience ask questions live ● How to make money with challenges ● Secrets to decrease your ad spend ● How to make a 6 figure launch without a 6 figure ad spend ● How to connect and convert in 45 seconds ● How to know an offer will convert ● Importance of content that converts ● How to increase webinar conversions ● Extremely powerful ad targeting strategies ● How to get visible and build authority with ads ● How to increase your social following ● How to get exposure on others' platforms Show resources: https://themichellefernandez.com/
Ep 603Everything You Need to Know About Getting That All-Important Business Startup Loan
During this show, you'll discover … ● Everything you need to know about how to get a startup business loan, including… ● ...the top 3 things most traditional lenders are looking for in a borrower ● Why startups sometimes have a harder time getting funding than an already established business ● How some types of funding work better for startups than others ● What business loan options tend to work best for startups ● Which types of funding you can get if you only have some of the things lenders look for in a creditworthy borrower ● Why you need expert help to ensure your business is in the best position to get the funding it needs when it needs it ● The best way to get started with a business credit expert
Ep 602How to Become a Successful Business Loan Broker
Oz Konar is a passionate entrepreneur and multiple seven figure business owner whose mission is to help people design and build their dream businesses. His mission is to revolutionize the Alternative Lending Industry, one Business Loan Broker at a time. His training program, Business Lending Blueprint, has been the most comprehensive success guide focusing on leverage, low risk, high reward, and speed. Oz's program has become a symbol of great principles: a solid foundation following ethical and consultative process to train others how to become profitable in a short amount of time. During the show we discuss: ● What business loan brokers do ● How business lending works ● The best time to become a business loan broker ● Where should you be looking to get funding for your business ● What types of funding are available for small business owners ● What it takes to be successful offering business loans ● How loan brokers can successfully get new leads ● How can someone build a six-figure business as a business loan broker ● The essentials to know to become a successful business loan broker ● How to know the right products to offer customers as a broker ● Why get loans to build and grow your business ● What are the different kinds of business loan ● How to decide which type of business loan is right for you ● The most popular types of business funding right now ● Why is it difficult for small business to get approved for loans ● What are the factors that banks consider before granting a loan Show resources: https://businesslendingblueprint.com/ https://www.linkedin.com/in/oguz-konar/
Ep 601How to Build a Revenue Growth Engine
Darrell Amy knows how to help businesses grow. Rolling up his sleeves, he works behind the scenes with executives, sales leaders, and marketing professionals to develop and execute revenue growth strategies. He knows what works and what doesn't, and he is sharing this information in his new best-selling book Revenue Growth Engine: How To Align Marketing and Sales to Accelerate Growth. Over the past 27 years, Darrell has been a leader in sales and marketing, giving him a unique perspective on sales and marketing alignment. In sales, he has trained over 1,000 salespeople and developed training programs for multiple Fortune 500 companies. Since 2004, he has also led a marketing agency, helping companies leverage the latest digital marketing strategies. As a member of the Forbes Business Council and the C-Suite Network Advisors team, Darrell advises executives on ways to grow. He co-founded Convergo, a firm that helps companies align marketing and sales to drive growth. Darrell is the host of the Revenue Growth Podcast and the co-host of the Selling From the Heart Podcast. As a board member of several non-profit organizations, Darrell is especially passionate about helping companies increase revenue so they can give back to their communities and impact the world During this show we discuss: ● How to create an engine that drives predictable revenue growth ● How to create the systems needed to grow quickly ● How to set your goal of revenue growth ● The only 2 real ways to grow your revenue ● How to determine your revenue per customer so you can increase their lifetime value ● What it is your customers are really buying from you ● How to start mapping out the right processes for marketing and sales ● How to focus on cross-sells to sell more to customers you already have ● How to start attracting new customers ● Why you need to create a dream avatar of your perfect customer ● How to use your avatar to attract your perfect clients ● How to create engagement with your perfect prospect where they want to work with you ● Why you need a sales process to create consistent sales ● Why a sales framework and talking points will help your sales team sell more Show Resources: Text revenue to 21000 to get Revenue Growth Engine for FREE www.revenuegrowthengine.net
Ep 600How to Easily Establish Initial Business Credit With No Personal Guarantee or Credit Check Quickly
During this show, you'll discover … ● Five companies that provide vendor credit and report to the credit reporting agencies ● What business credit is ● The process of building business credit ● How to get vendor credit for new businesses ● The benefits of vendor credit ● How to get a vendor to pull credit under your EIN ● How to get approved for starter vendor credit for new businesses… ● … from vendors like… ● … Uline… … and Wex Fleet… … and three more starter vendors that WILL approve your startup business for vendor credit
Ep 599How to Improve Your Accounting
Anne Gannon is the Principal at The Largo Group. The Largo Group offers innovative accounting and bookkeeping solutions to businesses and individuals. During the show we discuss: ● How business owners can really understand their accounting ● Is it ever too late for a business? ● How to structure small business ● Common business financing options ● How to increase profits ● Where to report profit Show resources: https://www.thelargogroup.com/
Ep 598How to Reach Your Full Financial Potential
Business owners are used to living with a lot of unknowns. Income, debt, career, lifestyle, taxes, and so much more put pressure on you and your dollars. Scott Jarred is here to help break this pattern. Scott is the CEO of INVST who left corporate America more than seventeen years ago to flip the traditional wealth industry on its head by breaking through the limitations of "financial planning" and instead focuses on financial positioning. He's about to release his new book FutureHack! (May 4th) which provides a 10-step road map to hack your future and live your best life. He offers some unconventional wisdom that I think The Business Credit and Financing Show's audience will really enjoy. During the show we discuss: ● The importance of an abundance mindset ● The right mindset for growth ● How to determine what in a day give you significance towards your bigger purpose ● How to determine who you should be spending time with and what to read ● How to determine your internal rules to live by ● How to best execute your vision to get the best results ● How to accelerate your growth to get more done in less time ● How to clarify your life vision ● How to always evolve in life and business ● How to develop new habits and get them to stick ● Why self-education is essential to living your best life ● A framework you can use to create rapid growth in life and business Show resources: 👉 https://invst.com/ 👉 https://www.futurehackmylife.com/free-book-order
Ep 607Building Business Credit Over Time
During the show we discuss: ● Business Credit Builds Differently Than Personal Credit ● Establish a Business Credit Profile ● Get Accounts Reporting
Ep 596How to Use a Whole Life Policy to Have the Retirement of Your Dreams
Eric Geier is the CEO of Puresurance, advising business owners and entrepreneurs on the implementation of life insurance as a retirement vehicle and custom designed health coverage solutions. With over 25 years of experience on Wall Street, Eric is a financial professional with a lifelong goal of helping people with their personal finances and retirement plans. While asset protection and growth is their central focus, exceeding client expectations is the reason that Puresurance has become the choice for many Business Owners and Entrepreneurs alike. During the show we discuss: ● How powerful life insurance can be as tool when used properly ● How to become your own bank using life insurance ● The ways to afford retirement ● How to save money on health insurance and use savings to retire ● How to get a 5% credit line without meeting typical qualification requirements ● How to boost retirement income? ● How much will my income need to increase to keep up with inflation? ● How to use debt wisely to get a huge rate of return ● Before retirement, is there a way for me to project my retirement income? ● Why Life Insurance is a critical component of any successful retirement strategy? ● Why you need whole life insurance not term ● Isn't a max funded 401k + social security adequate for a successful retirement? ● How does Indexed Universal Life work, and how can it help solidify retirement success (guaranteed not to outlive your money)? ● Why you want annuities and use it wisely ● How to reduce expenses in retirement? ● What kind of investments do you recommend for retirees? ● Is there a way that I can simplify my investing during retirement? ● Is there a way for me to safely and legally reduce my income taxes during retirement? ● What are my biggest financial risks in retirement? ● What are the biggest mistakes retirees make? Show resources: https://puresurance.com/ Text covered to 21000
Ep 595How to Fulfill Your Financial Goals
I'm Shinobu. She is a CERTIFIED FINANCIAL PLANNER™, money expert and creator of Empowered Planning. She helps busy people understand how to invest and build wealth through actionable, easy to digest digital courses. During the show we discuss: ● The financial industry and the stock market ● "Investing is still a man's world" ● How can that world become more inclusive to women? ● How ones "childhood money culture influence the way they see their finances today? ● How readers can unlearn their bad spending habits ● How cultural differences can create a crotch ● The investing essentials everyone should know ● How to put "financial life and investment strategy on autopilot"? Show resources: https://www.empoweredplanning.com/about https://www.linkedin.com/in/shinobu-hindert-9004aa37/
Ep 605Many of The World's Most Successful Business Owners Started Their Business With NO Money
During this show, you'll discover … ● What lenders are looking for when it comes to small business borrowers ● How the way you set up your business can affect your business fundability ● What business fundability is ● How to build business credit ● What other funding options are available besides loans
Ep 593How to Reestablish Your Business through Rebranding
Kyle Duford is an executive specializing in crafting outstanding experiences for global brands. A former magazine editor, he also spent a bunch of his career with a focus on the fashion, outdoor, and sports industries through the e-commerce and digital lens for brands such as Nike, Dr. Martens, KEEN, Lululemon, PowerBar, Ariat, Chrome Industries, Nuun, and others. Kyle's unique blend of design, branding, and digital best practices lends itself to creating and leading some of the foremost brands. During the show we discuss: ● What branding really is and how important it is to your business ● Importance of a brand in every business ● How branding boosts sales ● Why rebranding is necessary ● The top benefits of rebranding ● The common reasons to rebrand your business ● When should a business consider rebranding ● The things to consider when rebranding ● How to successfully rebrand ● The different ways to rebrand your company ● The key elements to remember when updating the branding ● Proven strategies to establish your brand identity ● The dos and don't of a rebranding strategy ● What can cause a rebranding failure ● How to avoid rebranding failure Show resources: https://thebrandleader.com/
Ep 592How to Exceed Your Goals with Your Corporate Culture
David Friedman is an award-winning CEO, entrepreneur, author, and renowned public speaker. In 2011, he published his first book, Fundamentally Different, which is based on the insights he learned and taught throughout his leadership career, and in 2018 he published his second book, Culture by Design, the definitive "how to" manual for building a high-performance culture. His current company, High Performing Culture, has helped hundreds of companies throughout North America to implement his culture operating system, CultureWise™. During the show we discuss: ● What is corporate culture and how can it be operationalized in a company ● 8-step framework to create a winning culture ● How to define with crystal clear clarity what your culture should be ● The difference between values and behaviors ● How to create behaviors that give your team clear expectations ● Some of the most popular cultural behaviors that companies adopt ● Explain how and why organizational culture changes. ● The bottom-line benefits of a high-performing culture ● What should every corporate culture have and not have ● The primary reasons why leaders choose to focus on their culture ● How to adopt a culture that can last forever ● How can companies effectively manage their culture when employees are working remotely ● How different is remote culture vs traditional organizational culture ● Define the behaviors that drive success in your organization ● How to create and deploy the rituals necessary to teach and practice those behaviors with consistency ● How to engage your workforce for maximum impact Show resources: www.culturewise.com https://www.linkedin.com/in/davidfriedman-01b38a35/
Everything You Need to Know About Getting That All-Important Business Startup Loan
During this show, you'll discover … ● Everything you need to know about how to get a startup business loan, including… ● ...the top 3 things most traditional lenders are looking for in a borrower ● Why startups sometimes have a harder time getting funding than an already established business ● How some types of funding work better for startups than others ● What business loan options tend to work best for startups ● Which types of funding you can get if you only have some of the things lenders look for in a creditworthy borrower ● Why you need expert help to ensure your business is in the best position to get the funding it needs when it needs it ● The best way to get started with a business credit expert
Ep 590How to Find the Perfect Balance in Life and Wealth Management
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. During the show we discuss: ● The importance of having a work-life balance ● The advantages of improved work-life balance ● A perfect work-life balance ● How to achieve balance in taking care of yourself, family, and financial ● "Work to live" and "Live to Work" ● Why is it challenging to balance life and business ● The 3 cords approach to life and wealth management ● Why are these 3 interwoven with each other ● How to balance the 3 cords ● How to develop the strategies in planning your life and business ● The factors contributing to the success of a plan ● Which of the 3 cords should you start planning ● How to manage your personal life while running your business ● The techniques for establishing work-life balance ● The key to a successful wealth management ● Tips to live your best life Show resources: https://roccoacarriero.com/
Ep 589How to Master Investment
Julio Cacho is the founder and Chief Investment Officer of Quantor Capital, LLC, as well as the CIO of Inscription Capital, where he provides highly personalized advice to family offices, financial advisors (RIAs), bankers, asset managers, institutions, and wealthy individuals on their investment portfolios and financial products and oversees more than one billion dollars in assets. Juan Carlos is the founding partner of Quantor Capital, LLC and Managing Director of Inscription Capital. After graduating from the University of Texas in Austin, he began his financial career in Madrid, Spain working for a boutique consulting firm. During the show we discuss: ● Why do most people make bad investment decisions ● What should most people do with their hard-earned money ● Is there a scientific way to invest ● Is investment luck or skill ● Who should people take advice from when making a financial plan ● What are the main theories of investing ● What is the efficient market hypothesis ● What types of risks exist ● How can investors obtain high expected return ● What are the effective strategies to use in stock market ● How to properly manage your investment portfolio ● What should your portfolio look like to say that you are successful Show resources: https://inscriptioncapital.com/ https://www.quantorcapital.com/
How to Easily Establish Initial Business Credit With No Personal Guarantee or Credit Check Quickly
During this video, you'll discover … ● Five companies which provide vendor credit and report to the credit reporting agencies ● What business credit is ● The process of building business credit ● How to get vendor credit for new businesses ● The benefits of vendor credit ● How to get a vendor to pull credit under your EIN ● How to get approved for starter vendor credit for new businesses… ● … from vendors like… ● … Uline… ● … and Wex Fleet… ● … and three more starter vendors that WILL approve your startup business for vendor credit
Ep 587How to Become Top Producing Insurance Agent
David Duford owns DavidDuford.com, a virtual insurance agency helping newand experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including "The Official Guide To Selling Insurance For New Agents", "The Official Guide To Selling Final Expense Insurance," and "Interviews With Top Producing Insurance Agents." David is also a YouTube Influencer in insurance sales with over 18,000 subscribers and more than 1.5 million total views. During the show we discuss: ● Essentials needed to break through and achieve massive success in insurance ● The common reason of insurance business failure ● The proven path to getting new insurance customers ● How effective digital marketing is to grow an insurance agency ● How to provide value upfront to potential customers to make more sales ● The importance of sales funnels and systems to scale insurance lead generation ● What to know about a growing trend of customers who want to self-signup ● Why you should offer multiple insurance products to increase lifetime value ● How to choose and own a niche to start then gradually grow into other products ● The traits most successful agents have and failures don't ● What's needed initially to help agents become super-successful ● How to make the complex simple for ultimate success ● The best way to sell insurance to customers ● How to use question-based selling to succeed in insurance ● Why virtual insurance agencies are better than working in an office ● Why offering multiple products through different providers is essential ● The systems you need to have to succeed in insurance ● How to achieve being a top agent Show resources: https://davidduford.com/ https://www.linkedin.com/in/david-duford-19952357/
Ep 581How to Use Virtual Offices To Become More Fundable
A timeless futurist with primary expertise on "The Future Of Work", Frank Cottle is the Founder and CEO of Alliance Virtual Offices. Frank is a truly experienced business leader and an engaging speaker who will appeal to listeners of all ages and backgrounds, from Gen Z to Boomers, all over the globe. From his home (and sometimes his coworking center) in Southern California, Frank will offer enlightening insights across a huge range of topics in his easy-going but authoritative So-Cal style. Investment banking, finance, commercial real estate, workplace technology, the future of work, even windsurfing and cycling - Frank has lived and studied them all - and he is happy to share his visionary insights and experiences to help listeners explore fresh perspectives on business, lifestyle, and new ways of working. During the show we discuss: ● The difference between a virtual address and virtual office ● Why you'll get denied financing using a virtual address but not with a virtual office ● How flexible workspace plays a crucial role in driving today's economy ● The difference between virtual offices & physical ones ● What's in the Virtual Office Setup ● The benefits a virtual office provide you and your business ● What are some of the hidden benefits of virtual offices most don't know about ● How to maintain the efficiency of working on the move, anytime, anywhere ● How remote office services help business owners maintain professionalism, even when working from home ● Kind of businesses can benefit from a virtual office ● How physical offices transition to virtual business ● How is a flexible workspace your secret ingredient for starting a business entity and building credibility for future growth ● Why are virtual offices here to stay Show resources: https://www.alliancevirtualoffices.com/ https://allwork.space/
Ep 586How to Easily Get Dual-Citizenship
For more than a decade, Brandon Miller has been involved in Immigration and Settlement of Newcomers to Canada. He has operated a boutique immigration practice (Maple Immigration Services) in Toronto, Canada, where he has helped countless people find their way to Canadian shores and settle in successfully to their new home. Brandon approaches immigration differently by taking a holistic approach to immigration & settlement. The very unique approach led to The Immigration Success SystemTM and a published book "Second Passport" that outlines this system and introduces the idea and benefits of a Second Passport in Canada. Brandon is a proud Canadian who sees himself as a nation builder responsible for shaping the Canada of tomorrow with its true asset-the people who call Canada their home. He is a certified Immigration Consultant, is passionate about everything immigration and enjoys not only helping people to come to Canada but seeing that they get integrated into the country. During the show we discuss: ● Why countries choose to promote immigration like Canada ● How immigration help society ● Why do you see your time overseas as an integral part to being able to help your clients? ● The importance of planning and executing on an immigration plan ● Why is it important to focus on settlement planning in Canada ● Why is Canada such a desirable place to immigrate to and settle in ● What trends are happening in immigration ● What do you see happening in the future ● What exactly is an immigration consultant ● What role do immigration consultant play in my immigration future ● How easy is it to move to Canada & what are the real benefits to a Second Passport in Canada ● Top tips for immigrating and settling in Canada successfully ● Benefits available to Americans who chose Canada as their second home Show resources: https://www.mysecondpassport.ca/
Ep 585Fundability: the Basics
During this show, you'll discover … ● How you have the power to help turn a lender or credit provider's no into a yes ● What fundability is ● How your business name, address, email, and NAICS code all affect fundability ● Why your business EIN, licensing, and profiles with the business credit reporting agencies matter ● How records consistency could be the key to turning a no into a yes ● Frequently asked questions about the fundability of your business ● The questions you should be asking about business fundability
Ep 584How to Buy and Sell Your Property on Terms
Nick specializes in working with lease purchase buyers to get them into a home and on the path to home ownership. That includes working with them throughout the entire deal which ends in them being able to get their own loan. Getting buyers to the finish line is something Nick and the entire Pre Property Solutions team take pride in. That is something that separates them from their competition. Regardless of a buyer's credit situation, he looks at their complete financial picture and comes up with a plan to get them into a home. During the show we discuss: ● Getting into real estate ● Does rent to own really work ● What does it mean to buy and sell your property on terms ● How to get buyers to the finish line of being able to get their own loan ● The advantages of buying and selling property Show resources: https://www.prepropertysolutions.com/
Ep 583How to Create a Steady & Predictable Cash Flow
KEVIN WESSELS is the Founder and Managing Director of RevSherpas LLC, a boutique business growth advisory and customer experience strategy consulting firm for small to mid-sized businesses. He is a multi-published author. During the show we discuss: ● What does a business need to do to increase cashflow? ● Why is growth important in anything? ● What mistakes do entrepreneurs make when trying to grow a business? ● How to use profitability for your business growth? ● What are the key stages of business growth acceleration? ● How to outshine and outlast competition without burning out? ● How to generate more leads to accelerate your income? ● How to Create a Steady & Predictable Cashflow? Show resources: https://revsherpas.com/
Ep 582Business Credit and Funding for Trucking
During this show, you'll discover … ● How good business credit can open up a ton of funding options for anyone in the trucking industry ● Why over the road trucking is a high risk industry ● What National Funding has to offer ● How LVRG can help ● What Headway Capital can do for your business ● How you can get money from Lendio ● How to get trucking business funding from Kabbage ● How Fundbox works ● What Gud Capital has on offer ● The specifics on what 1st Commercial Credit offers ● How Fundera can help ● What HIL Financial is all about ● How FastUpFront works ● What TopMark Funding can do for you ● What Crossroads Equipment Lease & Finance, LLC has to offer ● The specifics on Clarify Capital ● How Become.co works ● How to get business grants for trucking if you're a veteran ● How you can get trucking school scholarships and grants
Ep 580How to Open Cash Flow Floodgates
From startup to $4B business, Stephen King brings a unique combination of vision, foresight, and experience to help small businesses run better, grow faster, and make more money. Regarded as one of the accounting industry's top thought leaders, he's currently serving as President & CEO of GrowthForce, one of the nation's largest cloud-based accounting services. During the show we discuss: ● What cash flow is ● What is the main cause of cashflow problems ● How to radically increase your profit margins ● Early signs of cash flow problems ● How to plan an effective cash flow management ● The difference between net income and cash flow ● How to convert profit into cash flow ● Importance of cash flow ● Some good cash flow habits ● How to increase your cash flow ● How to do a cash flow analysis ● What should your bookkeeper be doing to maximize cashflow and profit ● Why not collecting quickly after each job will hurt you ● How to get more customers to pay quickly ● How to do a cash flow forecast ● What free cash flow is ● How to calculate operating cash flow Show resources: https://www.growthforce.com/ https://www.linkedin.com/in/stephenkingcpa/
Ep 579Fundability Focus - Business Information and Industry
During this show, you will discover: ● How you can positively impact your business's ability to get business financing ● What business credit is… ● How fundability is affected by your business's setup ● How your business address and phone numbers can affect your ability to get financing ● How your business email and website affect your ability to get business funding ● Why your EIN and D-U-N-S numbers matter ● How your industry and NAICS and SIC codes can affect fundability ● How records consistency can keep lenders from denying loan applications due to fraud concerns
Ep 578How to Have a Lifetime Solutions for Your Home Exterior
Steven Glaze is an expert in the exterior home remodeling industry and specializes in siding and gutter protection systems. He started in the business working as an assistant at his father's roofing company at the age of 16 and was estimating projects and managing crews by the time he was 18 years old. Today, Steve serves as Vice President of Sales for Smart Exteriors LLC, an award-winning home improvement company serving the greater Kansas City metro area. Steven works tirelessly to find the best exterior products and to educate homeowners on the best options for their goals and budgets. In fact, he recently wrote a homeowner's guide for siding that is now available on Amazon. During the show we discuss: ● How home improvement change throughout the years ● How home improvement look like now ● How COVID has changed the construction industry ● The importance of having your home improved from time to time ● What to do with your home to ensure your home office runs efficiently ● The best materials to use for outside of your home to save money ● How to prepare your home for a storm ● The types of windows to use that are quiet enough to run a home office ● First few home renovation you should be having ● Signs your windows need to be replaced ● How Covid-19 affected sales & installation processes ● The best siding material in the industry ● Why go with the best material possible if they can ● Some material advances in the industry ● Cleaning & care tips for your home ● Why you need immediate repair for roof leaks ● Ways to make your roof last longer Show resources: https://www.smartextpros.com/ https://www.linkedin.com/in/stevenglaze/
Ep 577How to Automate Your Real Estate Investing Business
Robert Syfert is the Co-Founder and Chief Visionary at RealEstateInvestor.com as well as the founder of InverstorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He's passionate about being part of the solution and finding answers to the problems that hold real estate investors back from growing and scaling their businesses. During the show we discuss: ● Implementing high level automation to your REI business ● How to get high-quality leads for real estate investing ● Dial in your follow-up ● List stacking is your secret weapon ● Laser target your leads ● What's working today ● Concept of "All Leads Suck!" Why is that ● Favorite mailing list you use or recommend ● How to use voice drops to generate leads ● Cold-outreach techniques to get qualified leads ● Realistic ROI on marketing ● List and give it to a mail house ● About realestateinvestor.com Member ● Offering Cold Calling What does that look like Show resources: https://realestateinvestor.com/
Ep 576Fund Your Work from Home Business
During this show, you'll discover … Some of the disadvantages and advantages of running a work from home business How funding a work from home business is a unique challenge What major disadvantage of running a business from home makes fundability harder How to overcome this funding challenge… Why something as simple as a phone number and address is vital to funding How getting an EIN and a separate business bank account… ...is more important to funding than you probably think Why you need to incorporate even if your business is home based How to get funding for your work from home business right now And why the Credit Line Hybrid works especially well for funding a business you run from home
Ep 575How to Succeed as a Startup Business
Andrew Hutton is the founder and CEO of Day One. Day One is pioneering how we educate and support entrepreneurs. With a program that is one part community membership and one part entrepreneurial bootcamp, Day One provides founders and future-founders the place to learn how to start, build and grow a business. Prior to founding Day One, Andrew was Chief Innovation Officer at Human Ventures, a startup studio in New York City. In his time at Human Andrew led the incubation and launch of startups like Tiny Organics, Paloma Health, LUPii and Milo. During the show we discuss: ● Why startups fail and how you can succeed ● Secret ingredients to become a successful entrepreneur ● The basic knowledge founders must-have ● Kind of skills should every founder work on improving ● Factors that affect the success of your business ● How to properly prepare for the launching of a startup business ● Common challenges of startup businesses ● How to know when you are ready to start your business ● What should founders expect in their first quarter ● Importance of evaluating your business performance ● How to properly evaluate your current performance Show resources: https://joindayone.com/ https://www.linkedin.com/in/andrew-hutton-3a030739/
Ep 574How to Get Financing to Fix-and-Flip or Buy-and-Hold Properties
Kevin Rodman joined Asset Based Lending as a partner in 2014 and brings 30 years' experience in the mortgage industry to the ABL team. Along with Dan and Paul, Kevin is one of ABL's three loan underwriters. Kevin is leading ABL's expansion in New England, with a focus on Connecticut and Massachusetts. Kevin also works on building ABL's strong capital base, which is one of the largest in the hard money lending industry. During the show we discuss: ● What hard money lending is and how it works ● How to easily and quickly get money to fix-and-flip homes ● What to know about draws when it comes to flix-and-flip financing ● How to transition from fix-and-flip to buy-and-hold ● How to qualify for flix-and-flip financing ● What you'll need to get approved ● How to get approved and hours and funded in 2 weeks or less ● How much of your own money you need to put into the deal to get funded ● How to take on multiple loans and properties at the same time ● The types of terms you can get on flix-and-flip financing ● How to get financing for 30 years to buy-and-hold ● How to get approved and fund with little money down ● How to get fix-and-flip type financing for new construction Show resources: https://www.abl1.net/ https://www.linkedin.com/in/kevin-rodman-0a1aa25/
Ep 573Fundability Focus - Your Business Entity, EIN, and Identification Numbers
During this show, you'll discover … ● All about business credit and fundability ● Business entities when it comes to… ● … definitions… ● … taxes… ● … legal liability… ● … and costs and shares ● Getting an EIN from the IRS ● Why your business identification numbers matter… ● … from Dun & Bradstreet… ● … Experian… ● … and Equifax
Ep 572How to Maximize Your Financial Potential
Bruce Wehner and Rachel Marshall from The Money Advantage. Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She's currently writing a book about her near-death experience and how it became the springboard for her family's multi-generational legacy of more than money. Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show. During the show we discuss: ● Who can benefit from being their own banker ● Why you must have cashflow and learn to keep it ● Why you want to look into syndications to invest your money ● How to get control of your money instead of letting others do it ● Why most people fail financially and skip the protection component of investing ● How to develop a cashflow management system ● Privatized Banking in a nutshell ● Why Privatized Banking improve every area of financial life ● How Infinite Banking is like investing in real estate ● The pros and cons of infinite banking ● How to earn a return in two places at the same time with the same money ● The keys to maximize profitability without hustling or cutting back Show resources: https://themoneyadvantage.com/
Ep 571How to Win Digital Customers
Howard Tiersky is the author of the WSJ bestselling book Winning Digital Customers: The Antidote to Irrelevance. In his 25 year career helping large enterprises win in the digital space, Howard has worked on projects for dozens of Fortune 1000 companies and has been named one of the "Top 10" Digital Transformation influencers by IDG as well as by Enterprise 360. Howard Tiersky is the Founder and CEO of FROM, a proven digital agency that drives customer enthusiasm and bottom line results. During the show we discuss: ● Importance of offering a good customer experience ● What makes a good customer service experience ● Why you MUST have credible online reviews ● Customer Experience improvements that will have the greatest impact ● How different are digital customers compare to traditional ones ● How to create a better customer experience ● How to get customer's feedback ● How to accurately measure customer satisfaction ● The tips in building a customer experience plan ● The best way to approach digital transformation ● Different strategies to maximize digital customer experience ● What really is digital transformation and how do you know when it's done ● Creative ways to achieve customer satisfaction Show resources: https://www.from.digital/ https://winningdigitalcustomers.com/freechapter
Ep 570Business Borrowing from Family and Friends Tips to Make it Work
During this show we discover: ● How to avoid the awkwardness of business borrowing from friends and family ● Out-of-the-box ways that friends and family can help you fund your business… ● ...without large cash outlays… ● ...or you owing them money ● What options like angel investing, crowdfunding, and guarantor loans have to do with borrowing from friends and family ● How some of those options, like the Credit Line Hybrid... ● ...can help you build your business credit score at the same time ● Why a business credit score even matters ● And how it can help you return the favor to those you love... ● ...and protect your personal credit score
Ep 569How to Elevate Your SEO Strategies
John Vuong is a seasoned sales professional and Internet marketer with an exceptional track record helping companies grow their clientele and profits. Through 15 years of experience working with CEOs, business owners, and marketing leaders at some of Canada's most successful corporations, John developed a deep understanding of local marketing dynamics and consumer behaviour. John's entrepreneurial spirit and experience working with more than 5,000 local business owners inspired him to start his own company, Local SEO Search, in 2013. During the show we discuss: ● What SEO is ● The benefits of SEO ● How SEO boosts your marketing ● The common SEO myths ● The SEO Strategies You Shouldn't Ignore ● The SEO essentials? ● The best tools to use for SEO ● Some SEO techniques that can guarantee leads ● The basic SEO factors that will get you ranked on Google ● The best ever strategies to rank and earn in YouTube ● The different ways to optimize your website ● How to elevate SEO strategies Show resources: https://www.localseosearch.ca/
Ep 568How to Create a Financial Peace of Mind
Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about the utilize money within the next generation. During the show we discuss: ● What's happening now in the economy that can rob your financial freedom ● What's happening with inflation that can adversely affect you ● What's happening with real estate values now ● How getting government money affects you as a business owner ● Why now is the time to borrow money ● Why now is a great time for you if you have asset ● Why you can expect interest rates to climb in the years to come ● The keys to financial peace of mind ● Tips to foster your financial peace of mind ● The biggest financial mistake ● Why to avoid falling into the "gambling trap" many entrepreneurs are in now ● How to adopt the money maximization model ● What's happening currently that can hurt you financially ● How to get credits that greatly benefit your business ● What financial experts we should have in our corner Show resources: 👉 https://www.biglifefinancial.com/