The wealth management space has increased dramatically with the most recent numbers being over 15,000 advisory companies in the United States which has doubled in the last 20 years. However, the term “wealth manager or financial adv...

Chris Beauchamp with the Client School takes us on an insightful and enlightening journey around a concept he has termed the "Client Story of Care".  From talking about how buyers connect to a more emotional objective to the concep...

As we get closer to the end of the year and inevitably the start of a new government administration, it is the right time to think about how you are focusing on tax strategies to strive to maintain more of your wealthOur guest today, Rya...

Every business has a product or service to sell and many of these products and services help business owners and individuals to solve or avert a challenge the company will face.  However, the process of sales has evolved to being focused o...

All businesses have the same challenges; hiring, motivating and most importantly, retaining great employees.  And while most business owners and executives are excellent at their role, many times they are not experts at determining if an e...

The skill of attentive and active listening is now and has always been the key to effective networking.Today we have a gentleman that has built his successful career on active and attentive listening.  Kelly Condon and I met over 20...

According to Deloitte Consulting, advertising costs have increased by 50% over the last 5 years due to the increased number of channels and noise in those channels.Today we talk to Adam Kemper, New Business Development Manager at New Fi...

Dan Fallon, a Principal at One Digital gives us some sage advice on employee benefits.  Dan talks about the importance of the Benefits Administrator, where to see red flags in your current benefits plans and misconceptions about benefits p...

The Independence Day week gave us an opportunity to do something a little different.  My twin 10 year olds, Huey and Hazel, take the microphone to interview me on how to grow companies revenue and decrease costs to grow smart. 

Meg Gilland, Sr. Business Advisor at G&A partners steps away from her client advocacy role to help us understand how small to mid-sized businesses can benefit from the use of PEOs.  Meg offers us an invaluable resource in napeo...

This episode focuses on the difficult task of securing a home loan for 1099 and Self-Employed individuals.   Although many 1099 and Self-Employed individuals have enough income and/or assets to act as collateral for a loan, Fannie and Fred...

In this episode, we speak with a seasoned Fractional CFO veteran about the real costs that many companies do not see that become the real reasons for decreased profit margins.  Our guest today, Drew Lyon is the founder and managing...

The cost of employee engagement has increased dramatically in the last 5 years.  While AI has been identified as a major revolution within business efficiency, there is also an important element to AI which can help understand your human c...

In our next episode, we dive into the current dilemma for many business owners and executives of how to handle vacant, and many times expensive, unused space.  With the change in employee working schedules and the explosion of work from ho...

This week on our fourth episode, we get into more of the true money matters within business; the process of preparing your business for a sale.  Brett Story at Britehorn Partners joins us to discuss owner's mindsets when going into...

In our second episode,  we begin a mini-series on the importance of employers investing in their employees for development and ultimate retention.  The cost of employee dissatisfaction has been calculated at approximately $282 Million...

In our third episode, we finish our mini-series on human resource management by talking to Heidi Hanna who is the Chief Energy Officer of Synergy Brain Fitnesss.  Heidi helps us to understand stress in the workplace and how to turn negativ...

In our first episode,  we talk to Jim Yount, president of Destra Capital.  Jim starts our new podcast with a great understanding of how to live your personal and professional life as if every day is the first day.  Likening every...