7 Figures Club: A Business Growth Podcast

256: Business Strategies to Build a 7 Figure Exit! (w/ CFO MICHAEL BARBARITA!)

This episode features Michael Barbarita, a seasoned entrepreneur and financial expert, who shares his incredible journey from owning and operating diverse businesses like "Ski Town USA" and "Cookies To Scoop Frozen Cookie Dough" to founding Next Step CFO. Michael's story is a testament to resilience and learning from both triumphs and failures. He candidly discusses the highs of growing Ski Town USA from $2.5 million to $8 million in just five years and the lows of facing business closure.  His experience spans retail, manufacturing, service industries, and even global trade, providing him with a unique, well-rounded perspective on financial management.

After years of navigating the complexities of business ownership, including serving as CFO for his own ventures and sitting on the boards of five different companies, Michael recognized a need for accessible financial guidance for small businesses. This realization led him to establish Next Step CFO in 2007.  Next Step CFO offers fractional CFO services, focusing on a "rolling business and cash flow forecast" as the cornerstone of strategic planning. This approach empowers business owners to understand their financial position, anticipate challenges, and unlock growth opportunities.

Michael's passion lies in helping small business owners achieve financial success. He leverages his 35+ years of experience to provide practical solutions and strategic insights, enabling them to increase profitability, build business value, and avoid common pitfalls. His mission is to empower entrepreneurs to earn multiple six figures in profit and build seven figures in value. Tune in to hear Michael's inspiring story and learn how Next Step CFO's unique approach can help your business thrive.

For More Info:
https://www.nextstepcfo.net/

255: Borrow Other People's Audiences - Build Your Empire! (w/ BRYAN HARRIS!)

Bryan Harris is an entrepreneur who seems to have been building businesses since he could walk. He's known for his no-nonsense approach to online business and his willingness to share both his successes and failures.  He's the guy behind Growth Tools, a website packed with resources for entrepreneurs looking to expand their reach and boost their bottom line.  But Growth Tools didn't appear overnight. It's been a journey of experimentation and evolution.

Initially, Bryan focused on creating explainer videos for businesses and political campaigns. But he soon discovered that his audience craved more than just videos – they wanted actionable strategies to grow their own ventures.  So, he shifted his focus to providing tools and training that delivered real results.

Over the years, Growth Tools has offered a variety of resources, from in-depth online courses like "Get 10,000 Subscribers" to free tools designed to streamline marketing efforts.  He even experimented with one-on-one coaching, recognizing the value of personalized guidance.  These days, Bryan primarily concentrates on comprehensive coaching programs and intensive training products like "Accelerator," where he guides entrepreneurs through a proven process for achieving rapid growth.

What sets Bryan apart is his honesty. He openly talks about his early struggles, the businesses that flopped, and the lessons he learned along the way. This transparency makes him relatable and builds trust with his audience.  He's not just some guru preaching from a pedestal; he's someone who's been in the trenches, figured things out, and is now dedicated to helping others do the same.

Ultimately, Bryan Harris and Growth Tools are a testament to the power of perseverance and adaptation.  He's a prime example of how entrepreneurs can learn from their mistakes, refine their approach, and ultimately build something that truly serves their audience.

For More Info:
https://GrowthTools.com/

254: Marketing Secrets 2024-25! (w/ SARAH NOEL BLOCK!)

Sarah Noel Block is a marketing expert who helps small and medium-sized businesses (SMBs) get the most out of their marketing efforts.  She knows how hard it can be to do a lot with a little, especially when it comes to marketing budgets and time. That's why she focuses on helping businesses streamline their marketing, making it simpler and more efficient.  Sarah's approach is all about getting the biggest impact without breaking the bank.

One of Sarah's specialties is helping businesses that are just starting out with digital marketing. She guides them through the process of building their first online presence and creating a marketing strategy that really works.  She also helps businesses that might be feeling overwhelmed by all the different things to do in marketing. Sarah teaches them how to focus on what matters most, simplify their tasks, and even automate some of their work so they can get more done with a small team.

Sarah has a proven track record of success.  She helped one company achieve its highest sales ever in its 60-year history!  She's also an award-winning content creator and has been featured in many major publications like Construction Junkie and Buildings.com.  Sarah's expertise has been recognized by the American Marketing Association and she's even been a guest on the Tag! Marketing & Sales Podcast.  With her help, businesses can learn to  increase their website traffic, build a strong brand, and connect with more customers online.

For More Info:
https://www.sarahnoelblock.com/

253: Building an 8-Figure Blue Collar Empire! (w/ DOMINIC RUBINO!)

Dominic Rubino has been passionately involved in the business world for over two decades.  He's not just a theorist, but a hands-on entrepreneur who has built and sold multiple companies, each with over 100 employees. This real-world experience gives him a unique perspective and allows him to offer practical, actionable advice, which he shares through various platforms.

Many know Rubino as the host of the Cabinet Maker Profit System podcast, where he engages with industry professionals and offers valuable insights. His expertise has also been recognized by Forbes Magazine, where he's been featured as a contributing author.  Rubino's engaging and down-to-earth style, coupled with his blunt honesty and dad jokes, makes him a sought-after speaker at industry events.  He's even taken the stage for a TED Talk, where he shared his personal experience of using business coaching techniques to navigate a challenging family situation.

Beyond his professional achievements, Rubino is a dedicated family man. He frequently expresses his appreciation for his wife Diedre and their two athletically gifted children.  When he's not immersed in the world of business or spending time with his family, Rubino enjoys the tranquility of fly fishing, though he humorously admits to being regularly outwitted by the fish.  This blend of professional expertise, personal anecdotes, and self-deprecating humor makes Dominic Rubino a relatable and engaging figure in the business world.

For More Info:
Text "Waitlist" or "Who Is My Who" to (315) 903-7853
https://www.profittoolbelt.com/

252: How to Incorporate AI into Your Business! (w/ ANDY HILLIARD!)

Andy Hilliard, CEO of Accelerance, is a passionate advocate for global software development. His journey began with a Peace Corps mission in Costa Rica and has led him to visit over 60 countries, fueling his belief in the power of cross-border collaboration.  With an MBA from Kellogg and experience at Cognizant, Andy founded Isthmus Costa Rica, a pioneering nearshore software development company. Now, he leads Accelerance in helping companies build successful global engineering teams.

Accelerance guides businesses in creating and executing effective software engineering strategies through global outsourcing partnerships. They provide expert advice on planning, sourcing, and managing these partnerships, ensuring companies reap the benefits of global talent without the associated risks. Accelerance boasts a network of certified software engineering partners in over 35 countries, carefully chosen for their ability to scale while maintaining a personalized approach.

If your company is seeking to expand its software development capabilities with a global team, Accelerance can help. They are committed to finding the perfect vetted and verified engineering team to match your specific needs and ensure a seamless, productive partnership.

For More Info:
https://www.accelerance.com/

251: 9 Principles of Profitable Businesses! (w/ ROGER KNECHT!)

Roger Knecht, the President and CEO of Universal Accounting Center, is a dynamic leader with a passion for empowering accounting professionals. As the host of the celebrated podcast "Building the Premier Accounting Firm" and the author of two insightful books, "Your Strategic Accountant" and "Your Profit & Growth Expert," Roger is a recognized voice in the industry. His journey with UAC began in the late 1990s, and he has played a pivotal role in expanding its reach and influence.

Roger's dedication to helping others achieve their dreams is evident in his work as a business coach. He guides entrepreneurs to engage and manifest their goals, understand accounting principles, increase revenue, improve profit, and build value in their businesses. His "give-back" philosophy is reflected in UAC's commitment to providing free resources to individuals, both personally and professionally.

Beyond his professional accomplishments, Roger is a self-proclaimed workaholic who balances his passion for work with a love for family, friends, and the great outdoors. He enjoys traveling, especially cruises and camping trips, and recently discovered the thrill of off-road side-by-side trail biking. His appreciation for God's creations is evident in his hobbies, which include landscaping, motorbiking, and firearms.

Roger's advice to potential students is to take baby steps, acknowledging that everyone's journey is unique and progress takes time. He believes in making the best choices available at the time and working steadily towards one's goals. His leadership at UAC is driven by his admiration for the dedicated individuals he works with, who consistently go above and beyond to help others succeed.

With over 40 years of experience, UAC, under Roger's guidance, has helped countless accounting professionals take their careers to new heights. By providing comprehensive training, certification, coaching, and support, UAC equips individuals with the confidence and competence to build thriving accounting businesses. Roger's passion for UAC stems from his belief in its mission and the exceptional people who make it possible.

For More Info:
https://universalaccounting.com/

250: Tax Dominance Through Real Estate! (w/ BRIAN T. BOYD!)

Brian Boyd is an attorney, real estate investor, and author based in Nashville, Tennessee. Specializing in real estate, construction, and business law, Brian leverages his legal expertise to guide clients through complex transactions. Alongside his wife, Dawn, Brian has successfully built a real estate portfolio generating a six-figure income. This accomplishment underscores his deep understanding of the real estate market and his ability to identify lucrative investment opportunities.

Brian's academic journey reflects his commitment to knowledge and professional development. He holds a BA from the University of Tennessee-Chattanooga, a JD from Samford University's Cumberland School of Law, and an LLM in Taxation from Georgetown University Law Center. This extensive education equips Brian with a broad legal perspective, enabling him to provide comprehensive counsel to his clients.   

Beyond his professional pursuits, Brian enjoys a fulfilling personal life in Franklin, Tennessee, with his wife, Dawn, their son, Connor, and their three beloved dogs. He is also a dedicated practitioner of Brazilian Jiu Jitsu, finding balance and discipline on the mats at his local gym.

Brian's advice to aspiring investors and entrepreneurs emphasizes the importance of continuous learning and research. He encourages individuals to actively seek out information through blogs, podcasts, and other educational resources, even if it means dedicating extra time and effort. He firmly believes that knowledge and education form the foundation for success in any endeavor.

For More Info:
https://BrianTBoyd.com

249: Save BIG on Taxes Legally! (w/ Tax Goddess SHAUNA WEKHERLIEN!)

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, affectionately known as the "Tax Goddess," is a force to be reckoned with in the world of tax strategy.  A top 1% ranked tax strategist, she's passionate about helping successful business owners, entrepreneurs, and high-wage earners navigate the complexities of the tax code and significantly reduce their tax burden. Since founding Tax Goddess Business Services, PC in 2004, Shauna has built a global team of tax specialists who share her commitment to clear communication and client empowerment.

Shauna's approach is anything but ordinary.  With her engaging and enthusiastic personality, she's been called a "pure joy" to work with, making the often-dreaded topic of taxes surprisingly "fun." Her proprietary program, Strategic Tax Coaching (STC), has yielded remarkable results, with a current average tax rate of just 6.92% for her clients.  With over 4700 tax plans written to date, the Tax Goddess team has saved clients a staggering sum of over $1.47 billion in taxes.

Beyond her impressive track record, Shauna is a zealous tax and financial educator. She's a highly sought-after speaker and best-selling author, known for her ability to break down complex tax concepts into easily digestible terms. Her expertise has been featured in numerous publications, including Forbes and Entrepreneur, and she's a frequent guest on television and podcasts, sharing her insights with audiences around the world.

Shauna's background in high-wealth financial planning management, business tax strategy, and wealth transfer strategy gives her a unique perspective and a deep understanding of the tax challenges faced by her clients. From tax structures and partnerships to cash flow management and real estate transactions, she offers comprehensive solutions tailored to each individual's needs.

From pioneering the Tax Goddess brand to revolutionizing the tax game, Shauna continues to be a trailblazer in every sense. She's breaking down barriers, empowering others to take control of their financial future, and proving that with the right strategy and a touch of fun, anyone can achieve tax success.

For More Info:
https://TaxGoddess.com

248: The Power of Podcast Guesting in 2024 & Beyond! (w/ JESSICA RHODES!)

Today's guest is Jessica Rhodes, a dynamic entrepreneur and the Founder of Interview Connections, the premier agency for booking guests onto podcasts worldwide. Jessica's journey to success is a testament to her unwavering determination and ability to identify and fill a crucial need in the market.

Jessica's early career in field management and political canvassing equipped her with essential skills in organization, communication, and leadership. These experiences laid the foundation for her entrepreneurial endeavors and shaped her approach to building a successful business.

In 2013, Jessica founded Interview Connections, recognizing the challenges podcasters faced in finding quality guests. Her company bridges this gap, connecting podcasters with ideal guests to create engaging content and expand their reach.

During the podcast, Jessica will delve into the strategy of podcast guesting, offering valuable insights for entrepreneurs and small business owners looking to leverage this powerful platform. She will also share the story behind Interview Connections, revealing how she turned her vision into a thriving business. Additionally, Jessica will discuss how she navigates the competitive landscape, demonstrating her resilience and adaptability in the ever-evolving world of podcasting.

For More Info:
https://InterviewConnections.com/livemasterclass

247: 7 Figure Marketing Secrets! (w/ VICTORIA HAJJAR!)

Victoria Hajjar is the founder of Ugli Ventures, a marketing consultancy dedicated to helping female entrepreneurs scale their businesses from six to seven figures in revenue. With extensive experience in marketing, Victoria has successfully guided numerous startups through their growth journeys.

A Google and Hubspot certified expert, Victoria possesses a deep understanding of the marketing landscape. She leverages this knowledge to assist her clients in refining their sales and marketing strategies, building high-performing teams, and developing into effective leaders.

Victoria's expertise extends across various industries, including hospitality, e-commerce, SaaS, B2C, and B2B. She has worked with clients globally, spanning the US, UK, China, Sri Lanka, Dubai, and Mexico. Her impressive client list includes notable companies such as SaaS Academy, Elevate Leadership, Fortress, and many others.

In addition to her consulting work, Victoria is a sought-after speaker and educator. She hosts the popular podcast "Marketing For Startups" and has been featured on CNN and in numerous webinars and forums. Her passion lies in empowering female founders to overcome marketing challenges and achieve sustainable profitability.

Victoria firmly believes that the key to unlocking business growth lies in mastering the fundamentals of marketing. She emphasizes the importance of understanding how marketing works and empowers her clients to take control of their strategies. By equipping female entrepreneurs with the right tools and knowledge, Victoria helps them break through plateaus and reach new heights of success.

For More Info:
https://www.ugliventures.com/

246: How to Work with and Lead People Not Like You! (w/ KELLY MCDONALD!)

Kelly McDonald is a powerhouse in the world of business, renowned for her expertise in DEI, marketing, customer experience, and consumer trends. A prolific author and sought-after speaker, she has made an indelible mark on industries ranging from automotive to aerospace, working with titans like Toyota, Harley-Davidson, NASA, and more.

Kelly's dynamic speaking style and deep insights have earned her the distinction of being one of the most booked speakers in the U.S. Her presentations on leadership, marketing, sales, consumer trends, and people & culture consistently captivate audiences and leave them inspired to take action. Her bestselling books, including "It’s Time to Talk about Race at Work” and “Crafting the Customer Experience for People Not Like You,” offer practical guidance on navigating today's complex business landscape.

With features in major media outlets such as CNBC, Forbes, Fast Company, and Inc Magazine, Kelly's influence extends far beyond the stage and page. Her thought leadership on topics like diversity, equity, and inclusion, as well as marketing and customer experience, has shaped conversations and driven progress across industries.

Based in Denver, Kelly balances her busy professional life with a passion for outdoor adventures, fitness, and the arts. When she's not traversing mountain trails or honing her boxing skills, you might find her practicing her cello or indulging in a bit of retail therapy. Her multifaceted personality and relentless pursuit of excellence make her a true inspiration to aspiring business leaders and anyone seeking to make a meaningful impact in their field.

Find Kelly C. McDonald on LinkedIn here:
https://www.linkedin.com/in/kellycmcdonald
or
https://McDonaldMarketing.com

245: The Power of Internship Programs! (w/ ROBERT KHOURY!)

Robert Khoury is a man who wears many hats – and wears them well. He's a successful entrepreneur, a financial whiz, a dedicated philanthropist, and a family man. But at his core, Rob is a problem-solver who loves a good challenge.

With over 20 years in the financial industry, Rob has seen it all. From trading derivatives to managing portfolios, he's navigated the complex world of finance with skill and savvy. Now, as the co-founder and CEO of Agile Rainmakers, he helps other businesses achieve breakthrough results.

Rob's approach is both practical and transformative. He's not just about fixing problems; he's about helping people and businesses become their best selves. He's a coach, a mentor, and a trusted advisor.

But don't let his impressive resume fool you. Rob is also a down-to-earth guy who believes in having fun. He's passionate about his family, his community, and his alma maters, Princeton and Duke (hence the orange and blue in his company logo!).

Rob's motto? "Anything is possible." He believes in finding a way – or creating one – to achieve success. And he's living proof that with hard work, dedication, and a bit of Agile Rainmaking, you can turn epic challenges into fun and fulfilling opportunities.

For More Info:
https://AgileRainmakers.com

244: The 7 Minute Conversation to Build Your Empire! (w/ CASH FLOW MIKE!)

Mike Milan, widely known as Cash Flow Mike, brings over 20 years of experience in entrepreneurship, strategic planning, and finance to the table. Throughout his career, Mike has successfully transformed 14 startups into thriving businesses, earning him his well-deserved nickname. An army veteran with an MBA from Baylor University, Mike is not only a seasoned entrepreneur but also a passionate educator in financial management.

Mike's journey into finance began after facing a severe cash flow crisis in his high-growth hotel staffing company. This experience ignited his passion for mastering cash flow management, leading him to become a sought-after expert in the field. Mike authored two books, "The 7 Minute Conversation" and "Don’t Be A DUMB Business Owner," which focus on empowering business owners to use financial statements effectively to unlock hidden cash within their businesses. His dedication to helping others understand and optimize cash flow is further reflected in his creation of “The Clear Path To Cash,” a comprehensive financial management training program, and several FinTech products designed to enhance cash flow management.

In addition to his writing and software innovations, Mike co-hosts the podcast "Mike & Blaine," where he shares entrepreneurial insights and lessons with a broader audience. As the financial specialist behind the brand Cash Flow Mike, he continues to work closely with business owners, accountants, bookkeepers, and fractional CFOs, equipping them with the tools and knowledge needed to achieve financial stability and success. Mike's mission is clear: to eliminate cash flow as a reason for business failure and to help others build thriving, cash flow-positive enterprises.

For More Info:
https://CashFlowMike.com

243: How Global Talent Helps You Win Big Time! (w/ BENJAMIN MORONE!)

Benjamin Moróne is an American entrepreneur and innovator currently based in Warsaw, Poland. As the founder of Zabota, Benjamin has channeled his expertise into building a company that specializes in recruiting top-tier talent from Eastern Europe and Latin America, addressing the growing demand for skilled professionals in these regions. His journey into the entrepreneurial world began in the United States, where he was among the first employees at a rapidly growing tech startup. Demonstrating exceptional leadership and a keen understanding of the industry, Benjamin quickly ascended the corporate ladder, solidifying his reputation as a dynamic and resourceful business leader.

Outside of his professional life, Benjamin is a passionate world traveler who has explored over 24 countries, always seeking new experiences and cultural insights. His travels have taken him to some of his favorite destinations, including Georgia and Poland, where he has immersed himself in the local cultures and landscapes. This global perspective not only enriches his personal life but also informs his approach to business, allowing him to connect with diverse teams and clients on a deeper level.

Benjamin's academic background includes an undergraduate degree in entrepreneurship from the University of St. Thomas, where he was recognized as a Schulze Innovation Scholar. This foundation in entrepreneurship and innovation has been instrumental in his career, equipping him with the skills and mindset needed to navigate the complexities of the global business landscape. With a blend of practical experience and academic knowledge, Benjamin continues to drive Zabota's mission forward, making a significant impact in the world of talent recruitment.

For More Info:
https://Zabota.io
Benjamin Morone on LinkedIn
Zabota YouTube Channel

242: Insurance for the Rich & Famous! (w/ JOSEPH LOMBARDI!)

Joseph Lombardi is on a mission to help you secure a financially stable future for your family or business. He offers personalized financial solutions tailored to your specific needs and goals, continuously monitoring your progress to ensure you stay on track throughout your life.

Joseph's career in financial services was inspired by a personal tragedy. His father, once a successful construction business owner, lost a $15 million company due to an accident, leading to a physical disability and severe financial difficulties. This experience taught Joseph the importance of protecting assets. He now educates those in the contracting business on safeguarding their wealth, focusing on income protection through disability income insurance and long-term care insurance. Additionally, he helps small business owners and young families grow their assets over time with life insurance and various investment options.

Working closely with individuals and small business owners, Joseph uses insurance and buy/sell agreements to defend assets against unexpected events. By examining insurance and investment costs, he finds ways to reduce expenses while maintaining benefits. His clients often know what they want but rely on Joseph's expertise to implement their plans, enhancing their income and savings.

Joseph's extensive network includes trusted connections with banks, law firms, and accounting firms across the Northeast, providing his clients access to resources they might not find on their own.

For More Info:

https://IronHawkFinancial.com/contact
OR
Email subject "Free Books" to:
Joe@IronHawkFinancial.com

241: Cash Flow is King! (w/ DAN DEGOLIER!)

Dan DeGolier is a seasoned financial leader with over 30 years of experience, dedicated to empowering entrepreneurs and high-growth businesses by helping them understand their finances and secure the capital needed for growth. In 2011, Dan founded Ascent CFO Solutions, providing a part-time, flexible approach for fast-growing companies to engage with experienced Chief Financial Officers. Through Ascent CFO Solutions, leadership teams gain a trusted partner to manage their financial strategy, ensuring that their foundations are built right from the start.

Dan's extensive career spans various industries, including Technology & SaaS, manufacturing, e-commerce, professional services, financial services, construction, and real estate. He has served as a CPA with a global accounting firm, a full-time CFO for multiple private companies, and now excels as a Fractional CFO and Founder. His expertise also extends to board membership for both a non-profit organization and a private equity-backed company, and he mentors early-stage companies, helping them establish a market presence, develop efficient processes, and foster a culture of continuous improvement.

In addition to his professional accomplishments, Dan holds a B.S. in Accounting from Colorado State University and an MBA from the University of Colorado, Denver. His personal interests include mountain biking, skiing, hiking, and spending quality time with his wife and three daughters. Originally from San Francisco, Dan has lived in Seattle, New York City, and now resides in Denver with Milo, his grey alley cat. When he's not working, he enjoys playing golf and watching baseball.

Dan's passion for helping entrepreneurs understand their finances and achieve their highest potential is the driving force behind Ascent CFO Solutions. His comprehensive experience in financial management, HR, marketing, and operational consulting has made a significant impact on various companies, including managing the annual marketing plan for Alaska Airlines and reorganizing the new client onboarding process for a machine-learning/AI company. Dan's dedication to leveraging his expertise to accelerate growth for his clients is a testament to his commitment to their success.

For More Info:
https://AscentCFO.com

240: The 7 Secret Levers to 10x Your Business in 2024! (w/ HERB COGLIANO!)

Herb Cogliano is a distinguished International Executive Business Coach, known for his expertise as a Scaling Up CEO and entrepreneur. He leads his advisory practice using the Scaling Up Performance Platform from Verne Harnish's book, "Mastering the Rockefeller Habits-Scaling Up." Herb's extensive experience as a Scaling Up Practitioner and professor has provided him with valuable insights into overcoming business challenges. He is passionate about helping leaders of growth companies achieve freedom by implementing top strategies, fostering accountability, ensuring flawless execution, and maintaining healthy cash flow.

Previously, Herb served as CEO of Sullivan and Cogliano Designers, a family-owned technology staffing and workforce solutions firm. In 1993, he also founded the Sullivan and Cogliano education business, expanding the company's impact. Under his leadership, the firm appeared on the Inc. 5000 Fastest Growing Companies list multiple times, a notable achievement among over 27 million businesses in the USA.

Sullivan and Cogliano received multiple Boston and South Florida Business Journal Best Places to Work Awards, reflecting the positive work environment Herb created. These awards highlight the firm's commitment to employee satisfaction and a strong company culture, attracting and retaining top talent.

Herb's influence goes beyond business. He serves on the Carroll School of Management Board of Advisors at Boston College and has held positions on the Board of Directors for the American Staffing Association. He is a past president of the Massachusetts Association of Staffing Services and has contributed to the boards of Employment Resources, Inc. and Junior Achievement. Herb holds a BSBA from Boston College and an MBA from the University of Massachusetts.

For More Info:
https://www.aspiregrowthadvisors.com/

239: How to Build Four 7 Figures Businesses in Different Industries! (w/ JOSE BERLANGA!)

Jose Miguel Berlanga, originally from Mexico City, made his way to Houston, Texas, in the mid-1980s, embarking on an entrepreneurial journey while studying at the University of St. Thomas. Over the past 35 years, he has founded and co-founded numerous successful companies across various sectors, including oil and gas, import/export, service and restaurant businesses, manufacturing, distribution, and, most notably, the real estate and residential construction industry.

For the past 26 years, Jose Miguel has been at the helm of several construction companies, focusing on investing, designing, and developing residential projects. In 1997, he co-founded Tricon Homes, which has become an industry leader with annual revenues of $100 million. Under his leadership, Tricon Homes has played a crucial role in revitalizing Houston's old neighborhoods, pioneering efforts to rebuild the city's inner areas. As CEO, Jose Miguel has managed deals, investments, and land transactions exceeding a billion dollars, overseeing the construction of nearly 2,000 homes to date.

A graduate of the University of St. Thomas, Jose Miguel holds multiple degrees in Business Administration, Economics, and Philosophy. His disciplined and methodical approach enables him to devise customized strategies that maximize the potential of each project. Jose's passion for business and life drives him to inspire and motivate his teams, serving as both a mentor and an example of strong work ethic and consistent results.

For More Info:
https://JoseBerlanga.com

238: Saving Childcare Businesses! (w/ EVELYN KNIGHT!)

Evelyn Knight is a two-time TEDx speaker and a prominent figure in Early Childhood Education (ECE). With over 15 years of experience, she has become an expert in helping leaders navigate the complexities of child care management while prioritizing the well-being of children. As the CEO and founder of Child Care Business Professionals, Evelyn has supported hundreds of ECE leaders globally, offering them tools for success and relief. Her passion for elevating the ECE field is evident in her dynamic keynote speeches, workshops, and training series.

Evelyn's journey in child care began at the age of 15 and led her to become the owner and director of multiple preschools, including Little Knights & Maidens and Zoo'n Around. Her extensive education in Early Childhood Education, Psychology, and Human Development, coupled with her experience as an Early Childhood Education trainer with the Nevada Registry, has solidified her reputation as a leading expert. She is also the host of The Child Care Business Coach podcast, where she shares her insights and experiences to help other child care professionals succeed.

In her advocacy work, Evelyn collaborates with organizations such as The Children’s Advocacy Alliance and the National Association for the Education of Young Children (NAEYC). She is dedicated to leading the charge in the ECE Revolution, aiming to transform the field by ensuring that child development and best practices are at the forefront of every child care center's mission. Her commitment to making a difference in the lives of children and their families drives her to continue educating and empowering ECE leaders.

On a personal note, Evelyn is a native of Northern Nevada and a mother of two boys. Her love for her home state's rich history and her community is reflected in her dedication to providing quality child care and education. Despite the demands of her career, Evelyn has successfully balanced her professional and personal life, demonstrating that it is possible to run a thriving business without compromising on family time and personal well-being.

For More Info:
https://childcarebusinessprofessionals.com/

237: Forget Ads, Go All In with Content! (w/ GIANA CAMBRIA!)

Giana Cambria is the dynamic founder of Upperhand Creative, a company dedicated to revolutionizing content creation for entrepreneurs and businesses. With a deep understanding of the critical need for brands to generate massive attention without relying heavily on paid ads or extensive social media engagement, Giana has crafted a unique approach that automates over 95% of the content creation process. This has enabled over 50 entrepreneurs and international brands to build substantial credibility and explode their brand presence effectively.

At Upperhand Creative, Giana offers a proven roadmap for scaling brands and establishing them as go-to authorities in their industries. Her strategies are designed to help clients fulfill their content, design, and video editing needs while preserving their margins. By leveraging top creative talent, she ensures that businesses can achieve omnipresence and drastically reduce the time and energy spent on content creation. Remarkably, her methods allow clients to get all their content creation done in less than four hours per month, freeing them to focus on higher-level strategic activities.

Giana’s expertise extends beyond mere content production; she provides customized content strategies and keyword-researched topics tailored to each client's needs. Her approach not only scales brand presence, awareness, and credibility but also creates warm, highly-qualified leads from cold strangers on autopilot. Through video editing, content curation and distribution, and graphic design, Giana helps businesses build trust and credibility with their audiences, ultimately converting viewers into paying clients.

In addition to running Upperhand Creative, Giana shares her strategies on her YouTube channel, offering valuable insights for entrepreneurs looking to step back into the CEO role and out of the operational weeds. As a self-proclaimed expert at getting more done with less, she empowers business owners to free up their time and build businesses they love. Giana's passion and innovative solutions make her a standout figure in the content creation and branding industry.

Learn More Here:
Giana Cambria - Upperhand Creative YouTube Channel

236: Why Cash Flow Forecasting Is King! (w/ JOHN HANNUM!)

John Hannum's journey in business began early, working in his parents' businesses where he witnessed firsthand the risks and hard work required to succeed as entrepreneurs. This early exposure instilled in him a deep understanding of the entrepreneurial spirit and the dedication necessary to thrive in the business world.

Realizing his aptitude for numbers and systems, John pursued degrees and certifications in finance, equipping himself with the knowledge to make a significant impact. He embarked on a corporate career in finance and operations, contributing to companies that experienced tremendous growth. Notably, during his tenure at his first company, it grew from $175 million to $2.8 billion. This pattern of exponential growth continued with every company he served, whether through organic expansion or mergers and acquisitions.

Leveraging his extensive experience, John founded PPS Solutions with a mission to bring the financial expertise he honed in large corporations to smaller, growing businesses. Understanding that these businesses often lack the financial firepower of larger entities, he aimed to provide strategic partnership and administrative support to help them thrive.

Through PPS Solutions, John and his team alleviate the burdens of running a business, allowing entrepreneurs to focus on what they are passionate about: growing their enterprises. His dedication to empowering business leaders with robust financial strategies and support has made a significant difference for many small to mid-sized businesses seeking to achieve their full potential.

For More Info:
https://ppsfinance.com

235: The YES Test! (w/ BRIAN GREGORY!)

Brian Gregory is the innovative creator behind The YES! TEST, a groundbreaking tool designed for small businesses, media firms, consultants, and marketing agencies. With over two decades of experience in publishing, advertising, and agency work, Gregory has honed his expertise in identifying the emotional formulas that drive brand success. His tool provides a swift, five-minute analysis of any business, revealing how to utilize primal emotions to boost sales significantly. This free analysis has become a game-changer for many, offering valuable insights that align with the emotional triggers that compel customers to say "yes."

Gregory's achievements with The YES! TEST are nothing short of remarkable. He leveraged this tool as a lead magnet to catapult himself from relative obscurity to the #2 Nationally Ranked Local Business Person of the Year on Alignable®, a prominent business platform with over 8 million members. In just four weeks, he increased his connections by 41% and boosted sales by over 50%, earning more votes and testimonials than any other participant in the seven-week contest period. This rapid rise highlights the power of The YES! TEST in fostering brand loyalty and business growth.

The success story of Gregory and The YES! TEST underscores the importance of giving and using effective lead generation tools. Prior to his victory, Gregory was not a prominent figure on Alignable®. However, his approach of freely offering The YES! TEST to his network generated significant goodwill and support, leading to an unexpected but well-deserved recognition. This strategy, combined with Alignable's networking features, allowed him to compete against much more established members and emerge victorious.

Gregory's commitment to helping small businesses extends beyond personal accolades. His company, ADMANITY®, aims to distribute The YES! TEST on a massive scale, empowering businesses to understand and apply the emotional strategies that drive success. By offering this tool freely, Gregory hopes to transform the marketing and advertising landscape, making it easier for businesses to connect with their audiences on a deeper, more emotional level. This vision reflects his belief that understanding and leveraging emotions is key to achieving lasting business growth.

For More Info:
www.FreeYesTest.com

234: Your Network Is Your Net Worth! (w/ DANIEL ANDREWS!)

Daniel Andrews, a Columbia, South Carolina native, brings a wealth of experience and a keen understanding of business dynamics to the table. With a degree from Emory University, Daniel has built a robust career in business development and sales across four diverse industries. His work spans both Business to Business (B2B) and Business to Consumer (B2C) sales, allowing him to master the nuances of various market segments. Throughout his career, Daniel has honed his skills in making meaningful connections within the business community, understanding that these relationships are crucial to professional success.

In this episode, Daniel delves into his core philosophy: "Your Network Is Your Net Worth." He discusses how his extensive experience has led him to develop highly refined approaches to networking, sales, and business growth. Daniel's ability to navigate the complexities of business conversations has positioned him as an expert in fostering relationships that drive success. His insights are particularly valuable for those looking to leverage their connections to achieve business goals, offering practical advice and strategies that are grounded in real-world experience.

Listeners will gain a deep understanding of the factors that drive both sides of every business conversation, thanks to Daniel's comprehensive approach. He breaks down his methodology into three main approaches, providing a roadmap for effective networking and problem-solving. Whether you're a seasoned professional or new to the world of business, Daniel's insights will equip you with the tools you need to build and maintain a network that truly enhances your net worth.

For More Info:
Text or Call 803-361-8625 (Mention "Leo's Show")

233: Using Authentic Leadership to Build Your Empire! (w/ JESSE HERNANDEZ!)

Jesse Hernandez, born and raised on the Southside of San Antonio, Texas, is a prominent figure in the construction industry and a dedicated advocate for careers in the trades. His diverse career, ranging from grading ditches to counseling executives, has given him a profound understanding that people share more similarities than differences. Jesse uses these insights to guide professionals in self-discovery and help them expand their influence within their communities and careers. As a lifelong San Antonian, SAISD alumnus, and second-generation plumber, he is committed to enhancing the image of trades careers with a message centered on contribution, ownership, and vulnerability, evident through his podcast "Learnings and Missteps," his online platform "No BS with Jen & Jess," and the "Lean Calabosessions."

Jesse’s extensive experience includes working with construction teams across the country, participating in both small and mega projects, and collaborating with trade and general contractors. These experiences have brought him into contact with hundreds of construction leaders, where he observed that leaders who adopt a people-centered approach achieve business results that most construction professionals can only dream of. This realization has driven Jesse’s commitment to increasing the number of leaders who demonstrate genuine appreciation for everyone they interact with, thereby surpassing their peers in career growth and earning potential.

In addition to his leadership development efforts, Jesse supports organizations in building systems and processes that nurture such leaders. These organizations, in turn, excel by earning preferred pricing and performance from their trade contractors, retaining talent, and providing reliable delivery to their clients. His mission is to equip construction leaders with the mindset and methods to improve business outcomes while fostering deep and meaningful relationships.

Through his work, Jesse continues to influence and inspire current and future leaders in the construction industry. His dedication to enhancing the image of trades careers and promoting a people-centered leadership approach makes him a vital contributor to the industry.

For More Info:
https://DepthBuilder.com

232: 7 Figures Networking! (w/ BERNIE FRANZGROTE!)

Bernie Franzgrote, co-founder of Kreativ Insight and a renowned Synergy Architect, has established himself as a pivotal figure in the business community. With a unique ability to connect diverse areas of expertise, Bernie works with businesses to explore innovative links and ideas. His entrepreneurial and management skills, combined with a broad business network, have allowed him to strategically align resources and services, benefiting not-for-profit and community-based clients. One of his notable achievements includes his work for the Ottawa Hospital, where he optimized commercial property spaces, resulting in over $17M in institutional net profits.

Bernie’s career spans 36 years in Business Development within a large corporate institution, where he honed his ability to stay on budget while generating substantial revenue. His conceptual agility and collaborative approach were essential in achieving these successes. Today, Bernie applies these same skills to assist others, emphasizing the importance of relationships and collaboration in achieving significant business successes. As a synergy architect, he connects businesses with the right resources, helping to launch new products and services effectively.

In addition to his work with Kreativ Insight, Bernie is a familiar voice on the Knack 4 Business podcast series, where he shares insights and stories from the business world. Known for his outgoing and friendly demeanor, Bernie is an effective communicator who simplifies complex systems into understandable concepts. His persistence in problem-solving ensures that no avenue is left unexplored, making him a valuable asset to any business endeavor.

Bernie’s passion for networking and humor is evident in his interactions, whether he’s enjoying a good scotch or engaging in humorous dialogue. His dedication to helping others extend their reach from one to many is reflected in his affiliations with various organizations, including Phoenix Business Exchange, Grand Connection, World Referral Network, and TiE Ottawa. Through these connections, Bernie provides access to a wide range of resources, from IT services to venture capital opportunities, ensuring his clients can achieve their business goals.

Bernie's commitment to social enterprises, non-profits, and conventional businesses alike underscores his aim to cultivate a robust social return on investment. He supports ecological initiatives, sustainable development goals, and innovative advertising platforms, continually seeking to create positive impacts within the business community. To stay updated with Bernie’s latest endeavors, join the LinkedIn communities at Kreativ Insight and Knack 4 Business.

For More Info:
https://www.kreativinsight.com/

231: Build a 7 Figures + Empire Powered by VA's! (w/ JOE RARE!)

In this episode, we meet Joe Rare, the low-key yet highly influential founder of Level 9 Virtual. Since hiring his first virtual assistant in 2008, Joe has pioneered a service that not only enhances the efficiency of businesses worldwide but also fundamentally changes the lives of business owners. Level 9 Virtual stands out in a crowded market by refusing to compromise on quality. Instead of the typical low-cost, inexperienced virtual assistants that many other services offer, Joe's company provides highly trained professionals who are matched to clients through a proprietary Personality and Skills Profile Match system, ensuring optimal alignment with business needs.

With a commitment to freeing business owners from the confines of day-to-day operations, Joe's approach allows them to focus on growth and innovation. This freedom transforms not just businesses but the personal lives of entrepreneurs, giving them time back for family and leisure. The podcast delves into how Level 9 Virtual avoids common pitfalls in the industry, such as the lack of loyalty and high turnover associated with cheaper virtual assistants. Joe also highlights his company's ongoing support and advanced training opportunities for virtual assistants, which keep them on the cutting edge of business needs.

Listen in to learn how Joe Rare and Level 9 Virtual are making it possible for business owners to work less, achieve more, and elevate their operations to new heights.

For More Info:
https://level9virtual.com

230: 7 Figure Branding Masterclass! (w/ RUTH KLEIN!)

Ruth Klein, renowned for her expertise in branding and strategic communication, is the voice behind the "Ruth Klein Podcast." With a remarkable career spanning over three decades, Ruth has become an indispensable figure in the world of brand visibility and book coaching. As CEO of Expert Celebrity Branding™, she has cultivated a unique approach that has propelled countless entrepreneurs, coaches, and professionals to astronomical success. Her podcast, "Generation Why Not®," further encapsulates her dedication to inspiring individuals to transcend their perceived limits and achieve their dreams.

Ruth's educational background is as impressive as her professional achievements. She holds Master’s Degrees in both Clinical Psychology and Spiritual Psychology, with a focus on Consciousness, Health & Healing. These qualifications not only enrich her coaching and branding strategies but also add depth to her interactions with her clients, enabling them to explore and realize their potential fully. Her podcast provides a platform for sharing this wealth of knowledge, coupled with insights from her personal experiences and professional journey.

Her daily routine reflects her disciplined yet fulfilling lifestyle—beginning with early morning walks on the beach and journaling, setting a tone of mindfulness and productivity for the day. Ruth's favorite writing spots, like the scenic Morro Bay, are where she finds the tranquility necessary for creativity. Such personal anecdotes shared on her podcast make her relatable to her audience, enhancing the listener experience.

Ruth's influence extends beyond individual coaching. She has authored seven bestselling books, which have significantly impacted both her readers and the broader business community. Her work has been recognized in high-profile publications and media outlets including O: The Oprah Magazine, The Wall Street Journal, and CNBC. Through her podcast, she continues to offer invaluable advice on personal branding, strategic communication, and self-realization.

In sum, Ruth Klein’s podcast serves as a beacon for high achievers and aspiring leaders. It’s a culmination of her life’s work and philosophies—a blend of professional guidance, personal insights, and inspirational stories that encourage her listeners to pursue success and satisfaction in both their personal and professional lives. Each episode is a testament to her passion for helping others shine in the most authentic way possible.

For More Info: https://RuthKlein.com

229: Powerful CEO Coaching! (w/ DHRU BEEHARILAL!)

In this episode, we're thrilled to host Dhru Beeharilal, a renowned keynote speaker, trainer, and founder of Nayan Leadership. As an International Coach Federation Professional Certified Coach, Dhru is deeply invested in driving positive change through Diversity, Equity, and Inclusion (DEI) and organizational culture consulting. With a background in administering assessments like the Hogan Assessments and Leadership Circle Profile 360, Dhru brings a unique blend of expertise to his work.

Dhru's entrepreneurial journey has seen him expand Nayan Leadership to offer specialized business coaching, leadership development, and DEI consulting, aimed at fostering inclusive, sustainable workplace environments. His work with companies of all sizes, including giants like Microsoft and PayPal, has helped refine leadership and corporate strategies.

Beyond Nayan Leadership, Dhru co-founded HachiMedia, focusing on empowering minority and women-owned businesses through effective digital strategies. He also leads the No Limits Mastermind for Coaches, providing a platform for networking, education, and business growth.

Known for his dynamic speaking and training sessions, Dhru's approach is centered on the power of mindset in achieving professional and personal success. When not professionally engaged, he pursues photography, creative writing, and enjoys his time with his dog, Hachi.

Tune in as Dhru shares insights on making impactful changes in both life and business, and explore how shifting your mindset can lead to extraordinary outcomes. Connect with Dhru for a transformative journey at Nayan Leadership and beyond.

For More Info:
https://www.linkedin.com/in/dhrubee
https://www.youtube.com/c/dhrubee

228: The Make More Money Challenge! (w/ THE KITTI SISTERS!)

In this enlightening episode, we sit down with Palmy and Nancy Kitti, known collectively as the Kitti Sisters, to delve into their transformative journey from first-generation immigrants observing their parents' relentless work for financial stability, to becoming pioneers in apartment syndication. The sisters share their early experiences of hardship and the drive to honor their parents' sacrifices by achieving financial independence. They recount the pivotal moments of their career, from thriving as fashion manufacturers to facing sudden instability when their largest client shut down in 2017, highlighting the fragility of relying on a single income stream.

The Kitti Sisters discuss how this setback spurred them to reevaluate their approach to work and life, leading them to the world of real estate investment. They explain how apartment syndication not only provided them a path out of the traditional 9-5 but also offered the stability, scalability, and freedom they needed to pursue their passions without fear of unforeseen economic shifts. Throughout the interview, Palmy and Nancy emphasize the importance of strategic investment and share valuable insights on living vibrant, unshackled lives through savvy entrepreneurship. Their story is a testament to resilience, the power of change, and the pursuit of a life beyond the constraints of conventional employment.

For More Info:
https://www.raisemoremoneychallenge.com/

227: Post-Pandemic Leadership! (w/ JIM BISHOP!)

In this episode, we explore Jim Bishop's journey from a successful 25-year corporate career, where he excelled in team building and leadership, to a moment of self-reflection that reshaped his life. Despite his achievements, including running 20,000 hours of global leadership programs, Jim faced the challenge of bureaucratic inefficiencies and personal sacrifices, particularly affecting his family and community roles.

A critical point in a hotel room led Jim to reassess his life's direction, feeling stretched thin and disconnected. Choosing to focus on what truly mattered, Jim transformed his approach to life and work, integrating coaching into his professional and personal life, which rejuvenated his career and relationships.

In 2020, observing changing employee expectations amid global shifts, Jim founded Conjunction Leadership to extend his coaching expertise beyond corporate boundaries. Certified by renowned institutions, Jim's coaching combines scientific methods with creativity, promoting self-discovery and growth among leaders.

Outside of work, Jim's life in Indiana revolves around his family, including five children, a love for Purdue Boilermakers, farm life, an active lifestyle, and a continuous pursuit of knowledge through books and podcasts. Jim's story highlights the significance of prioritizing and embracing change.

For More Info:
https://conjunctionleadership.com/

226: 7 Figures SalesGirls Strategies! (w/ MACY MCNEELY!)

Macy McNeely's journey from post-grad uncertainty to becoming a co-founder and co-CEO of GUIDE Culture is a testament to the transformative power of belief and dedication. After completing her college education, Macy found herself at a crossroads, with aspirations of family life but an immediate reality that led her to a placeholder job. It was in this phase of her life that she discovered the monumental impact that a well-structured sales and leadership training could have not just on her career, but on her life as a whole. The teachings that her father, Loy Day, had developed and refined over three decades for his insurance staff, which Macy had been exposed to but never fully embraced, suddenly became the cornerstone of her professional revival.

The shift in Macy's career trajectory was nothing short of dramatic. By wholeheartedly adopting the principles that would later become the foundation of GUIDE Culture, Macy not only witnessed a significant upturn in her own business ventures but also saw a remarkable improvement in her clients' success rates and an enhanced level of engagement on platforms like Instagram. The realization that these principles could serve as a catalyst for success for others as well led Macy and her father to establish GUIDE Culture. Their mission was clear: to redefine the landscape of sales by making it appealing and accessible, thereby enabling business owners to achieve their desired outcomes without resorting to guesswork.

Macy's philosophy revolves around the notion that life is an intricate series of sales transactions, and mastering the art of sales is akin to mastering the art of life. With a deep-seated passion for empowering others, Macy is dedicated to helping business owners and their teams elevate their sales game, attract quality clients, and foster cultures that resonate with impact and purpose. Her journey from skepticism to leadership in the business world underscores a fundamental truth: with the right mindset and tools, transformative growth is within reach. Through GUIDE Culture, Macy McNeely continues to inspire and equip individuals to take control of their destinies, one sale at a time.

For More Info:
https://SellYourOfferChallenge.com

Sell Your Offer Challenge

Persuade For Good

The Salesgirls on IG

Salesgirl Social Newsletter

225: How to Grow From 6 to 7 Figures in Your Coaching Biz! (w/ JESSICA YARBROUGH!)

In this episode, we're joined by Jessica Yarbrough, a seasoned Business Strategist and Growth Expert renowned for her unique approach to scaling businesses. Jessica's journey is nothing short of inspirational; from building multiple ventures, embracing a nomadic lifestyle across the globe, to her transformative experiences in Costa Rica, and evolving into a formidable force in the consulting realm as a single mother. Her philosophy centers around crafting a business that not only thrives but also complements the lifestyle one aspires to, steering clear of the conventional hustle culture.

Jessica is a staunch advocate for working smarter, not harder, a principle that has attracted numerous entrepreneurs to her doorstep, seeking to enhance their businesses while reclaiming their time and lives. She dismisses the traditional grind and constant offer launches, focusing instead on leveraging the intrinsic value entrepreneurs bring to their clients. Her methods are designed for those who feel trapped in their own enterprises, aiming to convert their efforts into a sustainable and enjoyable venture.

With a proven track record of transforming struggling businesses into lucrative and impactful enterprises, Jessica has established herself as a go-to strategist for high-value services. Now residing in Carlsbad, California, she continues to influence the entrepreneurial world through high-level masterminds, retreats, and personalized consulting, all while enjoying life with her daughter and the community she's built. Join us as Jessica shares her insights on building a successful business aligned with the freedom and fulfillment every entrepreneur seeks.

For More Info: https://JessicaYarbrough.com/influence

224: 8-Figure Strategies with 8-Figure Entrepreneur! (Kelly Roach)

In this insightful episode, we dive into the extraordinary journey of Kelly Roach, a figure whose name is synonymous with unparalleled entrepreneurial success and visionary leadership. As a multiple 8-figure entrepreneur recognized by Inc 500, Kelly's narrative is not just a testament to her business acumen but also her profound impact on the industry and beyond. The episode unfolds her remarkable path from being the youngest senior vice president in a Fortune 500 company, where she led her teams through the 2008 economic downturn without a single layoff, to establishing Kelly Roach International, a beacon for CEOs and professionals seeking not just financial prosperity but a fulfilling life.

Kelly's story begins in the corporate world, where her meteoric rise saw her being promoted seven times in just eight years, a clear indicator of her exceptional leadership and strategic prowess. Her role in steering her team to record-breaking sales, especially during challenging economic times, sets the stage for her entrepreneurial journey. The episode delves deep into the strategic decisions and mindset shifts that Kelly embraced as she transitioned from a high-powered corporate role to launching her own venture, all while juggling the demands of her full-time job.

As the narrative unfolds, we explore the multifaceted empire Kelly has built, encompassing bestselling books, a top-rated podcast, The Kelly Roach Show, with over two million downloads, and multiple businesses, including The Business Advisory and Conviction Marketing Agency. Each venture reflects Kelly's commitment to not only achieving business excellence but also empowering others to unlock their potential and pursue their own paths to success.

Moreover, the episode highlights Kelly's philanthropic endeavors through the Human Family Foundation, underscoring her dedication to making a tangible difference in the world. Her partnerships with organizations like Charity:Water and St. Jude Children’s Hospital exemplify her belief in the power of business to drive positive change in society.

In this episode, listeners are invited to glean insights from Kelly's journey, from her strategic mastery in the corporate realm to her innovative approaches in entrepreneurship and her impactful philanthropic work. Her story is a compelling narrative of resilience, innovation, and the relentless pursuit of excellence, offering invaluable lessons for anyone aspiring to make their mark in the business world and beyond.

For More Info:
https://KellyRoachCoaching.com

223: Infinite Marketing in 2024! (w/ CARA BEDFORD!)

In this episode, we're joined by Cara Bedford, a distinguished leader in the marketing world and the visionary CEO of Infinite Marketing. With a career that spans various high-profile roles, Cara brings a wealth of experience to the table. She has previously enriched organizations like CompuVision as the Director of Strategic Marketing and played a pivotal role in shaping the content and direction of Disruption Magazine Canada as its Managing Editor. Her entrepreneurial spirit led her to found Infinite Marketing, where she and her team are dedicated to helping businesses unlock their full potential through top-tier marketing strategies.

Cara's journey through the realms of marketing, leadership, and innovation is nothing short of inspiring. She has been recognized in over 30 local and national publications for her innovative approach to building scalable marketing teams. Her academic background in Psychology, coupled with specialized studies in Financial Advisorship and various professional development courses, underpins her holistic approach to marketing and business strategy.

Beyond her professional achievements, Cara is known for her profound belief in the power of curiosity and questioning the status quo, particularly in our fast-paced technological landscape. Her insights on why "asking why" is crucial in today's society promise to offer valuable perspectives on navigating the challenges and opportunities presented by the digital age. Join us as we delve into Cara's journey, her philosophies, and the impact she continues to make in the marketing world.

For More Info:
Cara Bedford on LinkedIn / https://www.infinitemarketing.ca/

222: Protect Your Business from Cyber Threats! (w/ LAURA BELL MAIN!)

Laura Bell Main is a seasoned software developer, engaging storyteller, and adept application security specialist, known for her unique contribution to the security community. Her journey began as an apprentice software developer at 17, evolving through roles that include writing critical software for CERN and tackling technical counter-terrorism for the UK Government. She founded SafeStack, transitioning from a security consultant to leading an application security education platform, aiding companies in integrating security into their software development lifecycles effectively.

In addition to her professional achievements, Laura has made significant contributions to cybersecurity education through founding In2securITy and co-authoring notable books like "Agile Application Security" and "Security for Everyone". Her insights are frequently shared in publications like Forbes and she is a recognized figure on the speaking circuit, including BlackHat USA and RenderATL.

Beyond her professional life, Laura resides in New Zealand with her family, indulging in hobbies like reading epic fantasy, restoring old treasures, and macro photography. An introvert at heart, she's mastered the art of extroversion, captivating audiences with her calming voice and storytelling prowess, despite her aversion to being photographed.

For More Info: https://www.laurabellmain.com/

221: What Is Your Business Worth? (w/ JORDI PUJOL!)

In this podcast episode, we have the pleasure of hosting Jordi Pujol, a prominent figure in the realm of financial advisory and valuation. Jordi stands at the forefront of Objective, Investment Banking & Valuation as a Director, where he plays a pivotal role in steering the firm's Valuation Advisory Services Practice. His responsibilities are not confined to just local endeavors in Los Angeles, California; Jordi extends his expertise to a wide array of clients throughout the United States, ensuring their diverse needs are met with precision and care.

Before his current tenure at Objective, Jordi Pujol made significant strides as a Senior Manager at Ernst & Young (EY), within their Corporate Finance sector under Strategy and Transactions. There, he delved into the intricate worlds of Technology and Healthcare, focusing on valuations for sectors such as enterprise software, healthtech, medtech, and biotech. These valuations were critical for a range of purposes including transactions, financial reporting, and strategic decision-making, showcasing Jordi's versatile skill set and deep industry insight.

Jordi's professional journey is underpinned by more than a decade of experience in financial modeling, covering an extensive array of engagements from financial reporting to tax opinions and intangible asset valuations. His expertise spans across a multitude of valuation services, including but not limited to business valuations, purchase price allocations, and goodwill impairment testing. Jordi's educational background is just as impressive, with a Bachelor’s degree from Swarthmore College, a Masters in Finance from EGADE Business School, and an MBA from The Wharton School at the University of Pennsylvania. As a Chartered Financial Analyst (CFA) charterholder, Jordi's insights and contributions to the financial community, especially in Los Angeles, are of immense value.

For More Info: https://objectiveibv.com

220: Why Profit First Matters More Than 7 Figures! (w/ ROCKY LALVANI!)

In this captivating episode, we delve into the extraordinary journey of Rocky Lalvani, a man whose life is a testament to the power of financial wisdom and personal determination. Rocky's story is far from ordinary. With no Wall Street background or a lengthy list of financial certifications to his name, he brings a refreshingly authentic perspective to the world of financial management. His approach is rooted in real-life experiences and a genuine passion for teaching others about the importance of financial literacy, a passion so strong that he asserts he would pursue it even without monetary compensation.

Rocky's journey to financial expertise began with his family's bold move to America with only $25 to their name, highlighting his 100% Indian heritage despite his Italian looks. This early experience of starting from scratch instilled in him the values of saving, investing, and prudent spending. Rocky's financial acumen was further honed through his own life choices, from his adolescent paper route to his career in pharmaceutical sales, where he learned valuable lessons in financial management and the importance of adaptability.

Having retired from corporate America, Rocky now fills his days with hobbies that range from traveling with his family to real estate and volunteering, illustrating a life well-lived beyond the confines of financial accumulation. His podcast, Richer Soul, is a platform where he explores the concept of a fulfilling life that extends beyond mere monetary wealth.

Rocky's philosophy sees money as a tool, a means to open doors and create opportunities for a richer, more liberated life. His personal narrative of growth, from his father's initial struggle to provide for their family in a new country, to his own realization of the American dream, underscores the transformative power of financial knowledge.

Now, Rocky is on a mission to empower small business owners by sharing his wealth of experience in financial management. He aims to offer guidance at an accessible cost, democratizing the knowledge that is often gatekept by the financial industry. His story is not just about financial success, but about using that success to create a meaningful, impactful life.

For More Info:
https://profitcomesfirst.com/

219: How Entrepreneurs Can Save Their Family! (w/ DORINA LANTELLA!)

In this episode titled "How Entrepreneurs Can Save Their Family," we delve into the pivotal role that family plays in the life of an entrepreneur. Our guest, Dorina Lantella, shares her journey from being "Made in Italy" to her upbringing in Washington DC. From a young age, Dorina found herself immersed in the culinary world, thanks to her Italian heritage and family-owned restaurant. She began teaching cooking classes in college, igniting her passion for sharing the significance of meals shared with loved ones.

Dorina emphasizes the importance of preserving Italian heritage through food and the communal experience it fosters. As an entrepreneur herself, she understands the challenges of balancing work and family life. Through her insights and experiences, she offers practical advice on how entrepreneurs can prioritize their family amidst the demands of running a business. Join us as we explore the intersection of entrepreneurship, family values, and the timeless tradition of gathering around the dinner table.

Dorina Lantella is a passionate advocate for the preservation of Italian culinary traditions and the importance of family bonds. Born in Washington DC but proudly "Made in Italy," Dorina's upbringing in a family-owned Italian restaurant laid the foundation for her lifelong love affair with food and cooking.

From a young age, Dorina found herself drawn to the kitchen, where she absorbed the rich culinary heritage of her Italian roots. Her journey as a culinary enthusiast began at the tender age of 19 when she started teaching cooking classes while attending college. Since then, she has dedicated herself to sharing her knowledge and passion for Italian cuisine with others.

Today, Dorina continues her mission of promoting the significance of family meals and preserving Italian heritage through her work as an entrepreneur and culinary educator. Drawing from her own experiences, she offers valuable insights on how entrepreneurs can strike a balance between their professional endeavors and their family life.

With a deep-seated belief in the power of food to bring people together, Dorina inspires others to prioritize quality time with loved ones around the dinner table. Through her podcast appearances, cooking classes, and community outreach efforts, she continues to spread the joy of Italian cooking and the importance of cherishing family bonds.

For More Info: https://www.dorinaskitchen.com/

218: How to Build a Virtual Empire! (w/ JOHN LEWIS!)

In this enlightening episode, listeners are treated to an intimate conversation with John Lewis, famously known as the Athletic CEO. A former Division One athlete with dreams of NBA stardom, Lewis's journey took an unexpected turn when he was faced with the stark reality of his athletic aspirations not panning out as planned. At this critical juncture, a mentor stepped into his life, a successful businessperson with earnings of a hundred thousand a week, setting Lewis on a new, transformative path.

Lewis opens up about the trials and tribulations he faced as he transitioned from sports to the entrepreneurial realm, founding Virtual Legacy, a testament to his resilience and innovative spirit. He shares harrowing business experiences that shaped his outlook and the moment of clarity when he recognized that his true calling extended beyond the basketball court.

Listeners will be captivated by Lewis's approach to sales, deeply rooted in authenticity and a sportsman's tenacity, which he adeptly translates into his business practices. The significance of mentorship is a recurring theme throughout the episode, as Lewis underscores the transformative impact a mentor can have on one's career trajectory. He passionately advocates for building strong connections and how pivotal they are in achieving success.

The episode also delves into Lewis's Real Estate Mentorship Program, providing a glimpse into how direct guidance and support can catalyze professional growth and success. He shares valuable insights into his foray into the short-term rental market, highlighting how mentorship and a strategic approach have been instrumental in his success in this arena.

Listeners are invited to join this compelling dialogue with John Lewis, the Athletic CEO, and discover the power of mentorship, authenticity, and relentless perseverance in the pursuit of success. This episode is not just a narrative of Lewis's journey but a beacon of inspiration for anyone looking to navigate the complexities of life and business with courage and determination.

Learn More Here: https://instagram.com/TheAthleticCEO

217: $200M in Digital Marketing Revenue! (w/ JAROD SPIEWAK!)

In this episode, we explore Jarod Spiewak's journey with Blue Dog Media, a marketing agency he founded that specializes in helping service-based businesses, particularly law firms, grow through Search Engine Marketing (SEM). Jarod's mission is clear: to increase his clients' profits efficiently using SEM strategies.

Blue Dog Media is known for its impressive outcomes, such as boosting a law firm's call volume by over 170% and achieving a consistent 20-25% conversion rate for paid ads. Jarod's approach combines systems, automation, and continuous improvement, ensuring his strategies are both effective and scalable.

Transparency and education are key to Jarod's client relationships, with a focus on explaining the 'why' and 'how' behind each strategy. His philosophy prioritizes return on ad spend (ROAS) over traditional metrics like clicks or conversions, emphasizing real financial gains for clients.

Jarod offers a unique 200% money-back guarantee and flexible terms, including no lock-in contracts and a non-compete promise. His services cover everything from Google Ads strategy and management to creative development and landing page design, all aimed at maximizing ad campaign profitability.

The process for new clients involves an initial compatibility call, followed by a detailed audit or market analysis, and a comprehensive proposal outlining the strategy for success.

This episode delves into how Jarod Spiewak and Blue Dog Media are setting new standards in SEM, focusing on tangible results and client success, and leaving competitors trying to catch up.

For More Info: https://cometfuel.com

216: How Stages Can Build Your Empire! (w/ SHAY WHEAT!)

In this episode of the podcast, we are excited to welcome Shay Wheat, a Certified Event Producer™ and the CEO of Grace & Ease Productions, Inc. Shay is renowned for her expertise in the event production industry, having created impactful programs like “The Powerful Event Process” and “The Ultimate Event Planner Certification Program.”

Shay's company, Grace & Ease Productions, Inc., specializes in supporting clients to create powerful and profitable events. They have an impressive track record of producing both in-person and live-virtual events, managing gatherings that range from intimate groups of 200 to large-scale events with over 4,000 attendees. Shay and her team are known for their comprehensive planning, speaker and sponsor support, and the production of events that are not only experiential but also focus on generating significant revenue.

Over the years, Shay has collaborated with well-known celebrities such as Dr. Oz, Lisa Nichols, Dr. Claire Zammit, Bill Baren, Alison J. Prince, and Josh Turner. Her ability to work alongside such high-profile figures highlights her industry reputation and versatility.

One of Shay's notable achievements includes assisting a client in generating over $2.1 million dollars from a single Virtual Live 3-day event. Overall, her clients have collectively made over $24 million in revenue, gained more than 3,500 new clients, and impacted the lives of over 16,000 attendees through their events.

Shay's portfolio of produced events is diverse and includes 1LifeFullyLived.org, a non-profit personal development organization, the business training event Big Shift Experience, the speaker training event Big Impact Live, and Path 2 Passion, focused on reigniting passion in life and business. She also produced the Hot Life, Hot Love event, the multi-speaker Create Your Future Health Summit featuring keynotes from Dr. Oz and Martha Stewart, and events for HealthCorps, a Dr. Oz non-profit organization, such as Highway to Health and the Capitol Region Women’s Conference.

Shay Wheat's contribution to the event planning industry is significant, with her work emphasizing the creation of events that are not only financially successful but also offer enriching and transformative experiences for attendees.

For More Info: https://highprofitevents.com/

215: $300M in Apartments & Live 100! (w/ JASON YARUSI!)

In this episode, we spotlight Jason Yarusi, a mastermind in multifamily real estate and a paragon of personal excellence. As a private fund manager, he oversees a staggering $245 million in multifamily real estate. Since 2017, his enterprise, Yarusi Holdings, has grown an impressive portfolio, acquiring over 2300 apartment units. But Jason's achievements stretch far beyond the realms of finance and real estate.

An ultra-runner and workout aficionado, Jason embodies a spirit of endurance and strength. His discipline is further exemplified by his routine, rising daily at 4:32 am, a testament to his dedication not just to his profession but to a lifestyle of rigor and purpose.

Yet, at the heart of his endeavors lies his role as a devoted father to three incredible children and a loving husband. His family life provides a grounding force, balancing his professional ambition with personal fulfillment.

As an active real estate syndicator and investor, Jason, alongside his wife Pili, has founded Yarusi Holdings. Their firm is not just a business, but a transformative force in the real estate sector, repositioning properties through strategic operational enhancements, renovations, and rebranding.

Beyond the metrics of his professional success, Jason also shares his expertise through the 7 Figure Multifamily Mastermind and the Multifamily Live Club, guiding over 3,100 members in the intricacies of multifamily investing. His website, www.7figuremultifamily.com, stands as a beacon for those aspiring to replicate his success.

Residing in Tennessee with his wife Pili and their children, Luke, Lily, and Leo, Jason's life is a blend of unwavering professional commitment and enriching personal relationships, making his story not just one of financial triumph, but of holistic success and inspiration.

Learn More Here: https://Live-100.com

214: Land Investment Secrets! (w/ LOGAN SWANSON!)

In this episode of our podcast, we delve into the fascinating journey of Logan Swanson, a dedicated husband, father, and a proficient land investor. Transitioning from the realm of fine dining to mastering the art of land investment, Logan's story is one of remarkable transformation and tenacity. 

Originating from Wisconsin, he made a pivotal decision to leave behind the demanding restaurant industry, seeking a better balance for his family life. His expertise in the field is extensive, having been involved in hundreds of vacant land transactions. Not only has Logan excelled in flipping and funding land deals, but he has also skillfully navigated the complexities of title work, all the while coaching dozens of investors to discover the untapped potential beneath their feet.

In this episode, Logan shares his experiences, starting from initiating his land investing business with a modest $2000 loan to establishing a thriving funding company. He highlights his strategic approach to acquiring and selling plots in arid regions of Texas and Nevada, turning them into profitable ventures. Logan's journey is not just about land acquisition; it involves adding value through innovative strategies such as subdivision and entitlement projects. 

His insights extend into the realms of strategic growth, maintaining a work-life balance, and scaling the business while compartmentalizing various aspects of his ventures. Logan Swanson's story is not just about the success in land investment but also about the journey of finding a fulfilling and sustainable pathway in real estate.

Learn More Here: https://PrimeLandExchange.com/

213: How to Become a Championship Leader! (w/ STAN GIBSON!)

Stan Gibson is a renowned keynote speaker and leadership coach with a deep-seated passion for guiding organizations toward the creation of thriving, human-centered cultures. With over 35 years of experience in leading teams, Stan is well-versed in the art of fostering environments where people feel valued, empowered, and integral to their organization's success.

His approach centers around creating people-centric organizations that prioritize employee growth and satisfaction. Stan believes that such cultures not only enhance engagement, creativity, and commitment but also drive innovation and organizational growth. His expertise lies in equipping companies with practical frameworks and tools that emphasize putting people first, thereby fostering greater engagement and performance.

Stan's signature keynote, "Creating a thriving people-centric culture," encapsulates his philosophy and approach. In this presentation, he shares his "Five keys to creating a people-centric culture," which focus on developing trust, authenticity, and healthy conflict, training leaders to coach and develop employees, and creating a shared sense of purpose and community. His insights are designed to reignite company cultures and empower employees to face future challenges with confidence and enthusiasm.

Apart from his keynote speaking, Stan is also deeply involved in leadership coaching. He advises executives on adopting transparent and collaborative leadership styles that harness the collective wisdom of their teams. His actionable insights are aimed at helping leaders role model vulnerability, foster psychological safety, and unlock the full innovative potential of their people. Organizations that work with Stan benefit from improved trust, communication, and knowledge sharing.

In his quest to help individuals find purpose and energy, Stan also delves into personal development. Drawing from his extensive experience, he offers science-backed hacks for sleep, nutrition, mindfulness, and enrichment, aiming to unlock lasting behavior change toward an intentional, healthy lifestyle. His guidance is particularly beneficial for those feeling burnt out and purposeless, helping them to rediscover their energy and joy for life.

Overall, Stan Gibson stands out as an inspiring figure in the realm of organizational and personal development, dedicated to unlocking the full potential of both individuals and teams through his people-centric approach.

Learn More Here:
https://OxygenPlusLeadership.com

212: How to Eliminate Your Mortgage in 3-5 Years! (w/ ADAM CARROLL!)

In this podcast episode, we delve into the remarkable journey of Adam Carroll, an internationally acclaimed expert in financial literacy. With a career spanning over twenty years, Adam has delivered more than 1,000 keynote speeches, focusing on personal finance, leadership, and high performance. His relentless pursuit of mastery is evident in his significant impact on audiences worldwide.

In 2021, Adam founded The Shred Method™, a fintech company offering a revolutionary financial course and software designed to rapidly achieve financial freedom. His life mission is clear: to help people construct a life of substance and significance, rather than merely accumulating material possessions.

Adam's interests extend beyond finance into the realms of quantum physics, the subconscious mind, and the intrinsic wiring of human behavior. His dedication to learning is unwavering, as he spends much of his time engrossed in non-fiction, biographies, and courses that enhance life effectiveness.

As an author, Adam has penned four Amazon best-sellers and is a two-time TED talk speaker, captivating over 6 million viewers on YouTube. His documentary, "Broke, Busted & Disgusted," has been featured on CNBC and is a staple in educational institutions across the United States.

Adam's accomplishments are not just limited to the stage. He has successfully built a recurring revenue stream business, with each of his engagements fetching five-figure sums. For those intrigued by Adam Carroll's transformative approach and wish to learn more about The Shred Method, visiting www.theshredmethod.com offers an insight into the financial freedom he champions.

211: From 3 Week Coma to Life Changing Speaker! (w/ NICK PREFONTAINE!)

In this compelling episode, we delve into the remarkable journey of Nick Prefontaine, a three-time best-selling author recognized as a top motivational speaker in 2022 by Yahoo Finance. As the founder and CEO of Common Goal, Nick Prefontaine has carved a niche for himself in the world of motivation and personal development. His unique approach, encapsulated in the S.T.E.P. system, has been instrumental in guiding clients through their trauma, unlocking their limitless potential.

Nick's story is one of resilience and inspiration. Overcoming a near-fatal snowboarding accident, he has emerged as a beacon of hope, demonstrating the transformative power of taking that all-important first step in overcoming life's crises and challenges. His insights and experiences have not only earned him accolades but also features in prestigious publications like Brainz Media, Swaay, and Authority Magazine.

This episode also sheds light on Nick's groundbreaking work with Common Goal, an organization dedicated to providing support and tools to individuals striving to achieve their full potential. Common Goal stands as a testament to Nick's belief in the transformative power of support, trust, energy, and persistence. Listeners can look forward to an in-depth discussion on how these principles are essential for personal and collective growth, as well as an introduction to Nick's free eBook, "STEP," which further explores these concepts.

Join us as we explore the life and work of Nick Prefontaine, a figure who not only inspires but also equips individuals to surmount their challenges and reach for their dreams. His journey from adversity to acclaim is a compelling narrative that underscores the importance of resilience, determination, and the will to succeed.

For more info, visit: https://nickprefontaine.com/step

210: Learn to Lead Like a Marine! (w/ DR. JARED SINCLAIR!)

In this episode of the podcast, we explore the professional journey and insights of Dr. Jared Sinclair, a renowned expert in performance improvement, change management, and leadership development. As the Founder and CEO of Sinclair Performance Institute®, Dr. Sinclair has dedicated over 25 years to leading and managing specialized teams in various industries. His academic background, including a Doctorate in Organizational Change and Leadership and an M.B.A. in Financial Management, forms the bedrock of his expertise in leadership, finance, and organizational development.

Dr. Sinclair's impact extends beyond traditional business sectors. In the past seven years, he has significantly influenced the dental industry through his coaching and consulting roles. He specializes in bringing order to chaotic situations, facilitating smooth change initiatives, and enhancing overall organizational performance. His work in this field has not only benefited professionals and managers but has also guided executives in navigating complex transitions.

Furthermore, Dr. Sinclair is the Co-Founder of PerformanceDDS™, where his experience and knowledge have been instrumental in supporting dental teams. His efforts have focused on assisting these teams through transitional periods, improving operational and business processes within dental practices, and developing key metrics and systems for effective performance management.

Outside of his professional endeavors, Dr. Sinclair is a family man, married to a talented dentist and father to energetic boys, with whom he resides in San Diego County, CA. His personal and professional life blends seamlessly, reflecting his commitment to excellence both at home and in his professional career. This episode offers a deep dive into Dr. Sinclair's philosophy, methodologies, and the impact of his work on various industries, particularly in the realm of dentistry.

For more info, visit: https://www.sinclairperformance.com/ and https://www.performancedds.com/

209: How to Sell Your Business for 7 Figures+! (w/ MALCOLM PEACE!)

In our latest podcast episode, we delve into the inspiring journey of Malcolm Peace, the entrepreneurial mind behind Tsetserra Growth Partners. A proud alumnus of the University of Virginia's Darden School of Business, Malcolm's expertise lies in entrepreneurial finance and general management. Hailing from Austin, his passion for nurturing family-owned small businesses into lasting legacies has positioned him as a pivotal figure in the Texas business community.

Tsetserra Growth Partners, under Malcolm's leadership, stands out in the realm of family business acquisitions. Eschewing the traditional private equity model, the firm focuses on acquiring and sustainably growing family-owned businesses in Texas, aiming to preserve and enhance their established legacies.

During the podcast, Malcolm sheds light on a unique superpower in business: the art of seeking help. Sharing insights from a recent quarterly update to investors, he candidly discusses the initial trepidation he felt, even with positive news. The overwhelmingly supportive response from investors led to a revelation; assistance and collaboration are not weaknesses but strengths.

Malcolm's journey from a behind-the-scenes role to a leadership position highlighted the significance of asking for help. He emphasizes that effective leadership involves not just providing answers but also asking the right questions, such as "How can I help you?" This approach fosters collaboration, leverages collective strengths, and aligns towards shared goals.

The episode culminates with Malcolm discussing Tsetserra's investment approach, highlighting a minimum investment threshold and inviting interested parties to explore further. This candid conversation with Malcolm Peace not only unveils the underestimated power of collaboration in business growth but also offers a glimpse into the ethos of Tsetserra Growth Partners.

For more info, visit: https://tsetserra.com

208: Winning Financial Freedom & Multiple Streams of Income! (w/ TONY LOPES!)

Tony Lopes is an esteemed real estate investor who achieved retirement at the age of 44. He now focuses on guiding others toward realizing a life of freedom and abundance. His expertise in the field is encapsulated in his book, "Freedom At Risk – How To Protect Your Personal And Financial Freedoms," where he shares strategies for living an enriched life.

Lopes' journey to success was shaped by his understanding of the limitations of traditional employment, having experienced a job layoff despite following a conventional path of education and stable work. This experience ignited his interest in real estate investing, leading him to discover the significance of multiple income streams and the value of financial diversification.

His approach to overcoming the common fear of failure involves encouraging individuals to shift their mindset, moving away from negative self-talk and towards positive reinforcement. Lopes emphasizes the importance of surrounding oneself with inspiring influences, whether through people, literature, or other resources.

In addition to his financial acumen, Lopes is also vigilant about broader societal and political issues, adopting strategies to protect his interests in these areas. He holds residencies in different states and diversifies his investments across various assets like real estate, stocks, and precious metals. Moreover, Lopes advocates for personal well-being, highlighting the importance of hobbies, exercise, and meditation in maintaining a balanced and healthy lifestyle. His small business tip focuses on addressing fears that lead to procrastination, suggesting the engagement of skilled individuals for problem-solving when necessary.

207: Corporate Job to $2B & 2,000 Apartments! (w/ JENNIFER MORIMOTO!)

Jennifer Morimoto is a dynamic business leader and entrepreneur, currently serving as the COO and Co-Founder of Madison Investing, where she is pivotal in shaping the company's strategy, operations, and finances. Her role at Madison Investing underscores her acumen in business development and her ability to steer complex projects to success.

Alongside her responsibilities at Madison Investing, Jennifer also holds the position of CEO at Madison Education, a residential real estate holding company. This organization is particularly close to her heart, as it supports financial literacy non-profit programs throughout the United States. Her commitment to education and empowerment is further exemplified in her role as a mentor in The Stanford Latino Entrepreneur Leaders Program. Here, Jennifer dedicates her time and expertise to supporting Hispanic business owners, offering them valuable insights through education, mentorship, and networking opportunities.

Before embarking on her journey in the real estate and education sectors, Jennifer had a successful career leading e-commerce and digital marketing teams for Consumer Packaged Goods (CPG) brands. This experience armed her with a deep understanding of digital strategies and consumer engagement, skills that have been instrumental in her subsequent ventures.

Jennifer's roots trace back to South Pasadena, California. Her academic journey led her to the University of Colorado, Boulder, after which she spent several years in Denver. Eventually, Jennifer, along with her partner Spencer, decided to relocate to the San Francisco Bay Area, which they now call home along with their two children.

Jennifer's story is one of balancing a busy professional life with her role as a parent. Her journey into real estate investing and advocacy for financial literacy began in the precious moments after her children's bedtime, during ferry commutes home, and in conversations on date nights. Together with Spencer, she immersed herself in learning, engaging in podcasts, consulting mentors, reading extensively, and actively planning their future in real estate—a journey so integral to their lives that Jennifer gifted Spencer a whiteboard for his birthday to sketch out their plans.

Today, Jennifer and Spencer stand as accomplished real estate investors and fervent advocates for financial literacy, a testament to their dedication, entrepreneurial spirit, and commitment to making a positive impact in their community and beyond.

Learn more here: https://MadisonInvesting.com