During this livestream, you’ll discover …
✅ How fundability matters and what it is
✅ Why fundability will help engender trust in your business
✅ How your business name and address can help make or break your fundability
✅ Why your website, business email, business phones and make affect your business fundability
✅ How your business's fundability is one of the areas you can control when it comes to getting
✅ lenders and credit providers to say "yes"
✅ Why using your industry type in your business name can undermine fundability
✅ How paying attention to details and being consistent will help your business enhance fundability even more
Bella Verita is the CEO and chief sales sorceress at Align Sales Agency.
According to the 2018 State of Women-Owned Business Report by American Express, as of 2018, there were 12.3 million women-owned businesses in the U.S generating $1.8 trillion a year. Today, over 40% of businesses are owned by women. Bella is part of that statistic.
Align Sales is the first female-led sales agency for women sales professionals in the United States. Bella’s sales agent is one that stands out in the industry, being a mostly-woman agency.
Formed in 2018, the agency’s focus is to solve sales problems and processes for service-based companies. With Align, Bella also teaches people to become sales professionals.
During the show we discuss:
● How to hire the best salesperson
● Characteristics to look for when hiring
● Why have a salesperson sell you during the hiring process
● How to differentiate between A, B, and C quality salespeople
● Where to find the best salespeople
● Why have a DISC profile done before hiring
● Why role playing is essential with training sales reps
● Why the type of energy a rep has can make them 10x more effective
● The traits to avoid when hiring salespeople
● Useful tips to be a sales professional
● How to be a part of the top 1% sales professionals
● Skills every salesperson should master
● The key metrics and KPIs to track
● Effective sales script
● Tools to use for sales
● Effective sales techniques
● How to effectively handle a sales objection
● Why building confidence is crucial to success in sales
Show resources:
Martin Saenz brings social good into smart investing. Martin is a Managing Partner of Bequest Funds. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his firsthand expertise, to the benefit of his many clients and followers. Genuine, loyal, and passionate about creating a better world through profitable business, he works hard to share and spread success.
Together with business partner Shawn Muneio, Martin cofounded Bequest Funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Martin owned and operated multiple successful companies prior to launching Bequest. A successful entrepreneur and real estate investor for over 15 years, he brings a high level of strategy and experience to the Bequest model. He has directly helped over a thousand families stay in their homes, and countless more through the influence of his mentorship.
During the show we discuss:
● Distressed mortgages
● How investing in distressed mortgages work
● Note Investing
● Why sell mortgage notes
● Why banks sell distressed notes and how you can benefit
● Why banks sell distressed notes for pennies on the dollars
● Which notes banks keep and which ones they sell
● How many notes are in each bundle banks sell
● How to help people stay in their homes after buying their notes
● Proven note investing strategies
● Steps to enter note investing
● 3 reasons most people default on their home loans
● How to earn 8%+ on distressed properties without doing the work
● How to succeed in Note Investing
● Why work with a mortgage note broker
● Limit on how many notes an investor can purchase at a given time
● What to look at when buying real estate notes
● Benefits in buying distressed mortgages
● How risky is Note Investing
● How to mitigate these risks
● How long does the investment last
● Bequest Fund
Show resources:
During this show, you’ll discover …
✅ Where the easy money is
✅ The ins and outs of finding money for your business, such as …
✅ … where you go
✅ … which documents you need
✅ … whether you need a good FICO score
✅ … and if you will you get to keep control of your business
✅ Why conventional bank and SBA loans are hard to qualify for
✅ How cash flow financing and private investors often have time in business requirements…
✅ … so if you’re business is fairly new, then you’re out of luck
✅ How to qualify for unsecured business credit lines…
✅ … and why unsecured financing can be a smart choice
✅ The details behind AI credit lines from Fundbox
✅ Just what revenue lending/financing is…
✅ … and how your sales with Square and PayPal can help you qualify for it
✅ Where accounts receivable financing fits in
✅ How business credit building can come to your rescue
✅ How it saves you if you don’t have collateral, good personal credit, a guarantor, or cash flow
✅ Where the vendor and retail credit tiers fit in
✅ How to make it to the fleet and cash credit tiers
Douglas Stone is a wealth management advisor who left his gig at a major wirehouse just a few years in once he realized that his industry wasn't helping its customers. He became an independent advisor and has been committed to helping clients (especially business owners) make the best financial decisions ever since.
In his bestselling book, Navigate the Investment Jungle: Seven Common Financial Traps and How to Sidestep Them, Douglas is teaching the common financial mistakes he's seen too many clients make. As he points out in the book, most people don't even realize they've fallen into these traps! Ex: Many folks think that because they have a financial advisor and look over the reports that they're in good shape, but Douglas says that's a huge trap! In reality, many advisors don't have a fiduciary duty to their clients and therefore might not have your best interests in mind.
During the show we discuss:
● Common financial mistakes business owners and clients usually make
● Modern Portfolio Theory
● How Covid-19 exposed the flawed assumptions of Modern Portfolio Theory
● The flawed assumptions
● Financial model to take risks on
● Common financial traps
● Why people fall into financial traps
● How to prevent financial traps
● Why the institutional model is better than Modern Portfolio Theory
● How to find the best advisor
● Why work with a fiduciary
● How companies benefit from Captive Insurance
● How to track a wealth
● Wealth management services/products to look for
Show resources:
Siddharth Rajsekar, AKA Sidz, is a musician turned digital geek. For the last seven years, Sidz has been running a digital agency that he has represented clients like Robert Kiyosaki, Jack Canfield, Tony Robbins and more.
He’s the creator of the Freedom Business Model and is on a mission to create 1,000,000 digital leaders. He currently nurtures one of India’s largest tribe of Coaches & Experts who
are building their own digital ecosystems.
During the show we discuss:
● The Freedom Business Model and its mission
● Finding your “micro-niche” as an expert
● Steps to develop a curriculum to succeed in your niche
● How to create a course to sell your niche market
● Why businessmen choose to grow and expand their business digitally
● Parts of the digital ecosystem
● Who is part of the digital ecosystem
● Crafting a 4-stage digital ecosystem
● The components of a “digital ecosystem”
● How digital ecosystem work
● Importance of digital ecosystems
● The different types of digital ecosystems
● The benefits of the digital ecosystem
● Effective strategies when developing a digital ecosystem
● How to master organic and paid marketing
● What you need to know about lean backward and forward content
● Ecosystem marketing and how it elevates a business
● Building and nurturing digital tribes
● Building effective digital ecosystems that deliver massive results
● Successful digital ecosystems
Show resources:
During this show, you’ll discover …
✅ Find out everything you need to know about house reseller financing
✅ Check out options for house reseller funding…
✅ … and learn about your eligibility for methods such as hard money loans…
✅ … permanent bank loans/online mortgages…
✅ … home equity loans…
✅ … investment property lines of credit…
✅ … business lines of credit…
✅ … seller financing…
✅ … bridge loans…
✅ … and cash out refinance loans
✅ Find out all about Credit Suite’s House Reseller Financing Program
✅ Learn the rates you’ll pay with the Credit Suite House Reseller Financing Program
✅ Find out the terms of the Credit Suite House Reseller Financing Program
✅ Get to know how to qualify for the Credit Suite House Reseller Financing Program
✅ Find out the personal credit score you will need to qualify…
✅ … and the house flipping experience you have to have
✅ Learn all about how Credit Suite can help you get money to fund your next house flipping project
In this show David Wachs with Handwrytten shows how to use automation to create handwritten cards that will get you and keep you more customers.
About Our Guest:
David Wach's latest venture, Handwrytten, provides scalable, robotic solutions that write your notes in pen. Used by businesses in all industries, Handwrytten changes the way brands and people connect.
Prior to Handwrytten, David founded Cellit, a leading mobile marketing platform. With clients including Abercrombie and Fitch, Walmart and more, Cellit was sold in January of 2012.
David is a speaker on marketing technology, has been featured in the Washington Post and Wall Street Journal, and is a contributor to Inc. Magazine.
During the show we discuss:
● Why handwritten notes to customers are so effective
● Why people’s lack of attention can be a strength for your business
● How to be one of only 4 pieces of special mail that someone gets in a month
● How robots can be used to create real handwriting for your customers
● A bunch of ways you can use handwritten note to get and keep more customers
● How to use handwritten notes for retention
● How to use handwritten notes to get customers
● How to use handwritten notes to get more reviews
● How to use automation to create handwritten cards with no manual work
● What CRM systems you can use to automate handwritten cards
● How to incorporate handwritten cards in your sales funnel to send cards automatically
Show resources:
IAN REYNOLDS is a Partner and the Chief Solutions Architect at Zibtek, a software development consultancy focused on helping businesses build custom software. They help growth companies, enterprises, and visionary firms solve their core business objectives with agile software development. Zibtek's mission is to focus value creation on the client's core business objectives.
Ian has spent the better part of his career in consulting and has served in diverse industries as Finance, Oil and Gas, Retail Power, Field Services, Midstream Energy, Healthcare, Pharmaceuticals, Transactional Finance, Mergers and Acquisitions, Restructuring, e-commerce, Retail, and software development.
During the show we discuss:
● How technology disrupted business/ industry
● Types of softwares that are more important post COVID-19
● Economics and global software development trends
● Different kinds/categories of software
● Confluence of Big Data, Open Source technology, and automation
● What software developers offer
● Setting the right software for your business
● Finding a software developer/s
● How software solutions help businesses
● Differences in a Rapid Software Development for startups & midsized & enterprise firm
● Is it possible to integrate all the functions needed in only ONE software
● How businesses maximize the use of software
● One of the most common software problems faced by businesses
● Software program that needs to be built
● Strategies that we can use when developing software
● Agile software philosophy
● How agile philosophy improve software development
● Managing and maintaining software
● The future of automation
Show resources:
During this show, you’ll discover …
✅ How business credit building is more vital than EVER
✅ It doesn’t depend on the economy…
✅ … and no pandemic can stop it
✅ Seven outstanding starter vendors to get your business credit profile started the right way…
✅ … and fast!
✅ How starter vendors will help you establish an excellent business credit profile and score
✅ How starter vendor credit and Net terms work
✅ When you can leave your Social Security number off a credit application…
✅ … and when you can’t
✅ Seven fantastic starter vendors to kick your business credit profile into overdrive
✅ How to qualify for each starter vendor
✅ When they will report your payments…
✅ … and where they will report your payment history
Rachel Haley has worked in the finance and tech industry for the past 10 years.
Rachel started her career at Hall Capital Partners in the portfolio management group, focusing on portfolio management, market analysis, and financial modeling. After Hall Capital, Rachel moved to Salesforce to work in the finance and strategy department.
In 2015, she Co-Founded Clarus Designs, which now has over 100 employees globally. Most recently, Rachel worked as the Senior Director of Sales Operations and Strategy at Snowflake, where she helped the company grow from 300 people to over 2,000 and more than 10X-ing in annual revenue.
During the show we discuss:
● Prioritization framework
● Common preconceived notion most people have around starting a business
● How to best let go of tasks and delegate to other team members
● Steps in building a business
● How to find the right people for a startup company
● The best mindset in accomplishing objectives
● How to overcome issues with partners
● What successful business owners have in common
● Tried and tested strategies to scale and grow a business
● Most common mistakes sales executives make today
● What are some of the core processes that every business must have
● What are the main KPIs you must track
● How to strategically plan your sales and marketing process
● Most effective sales strategy
● Most effective marketing strategy
● Tips to grow loyal customers
● How partnerships help a business to scale and grow
Show resources:
Dan Cuprill is the author of several books, most notably Advisor Architect: Building the Practice You've Always Wanted and Renegade Advisor: Surviving in the Age of Amazon. His firm, Advisor Architect, teaches advisors the power of systems to transition from what he calls a "crappy sales job" to becoming a real entrepreneur and owning a major profit center. A financial advisor himself, Dan's fee-based firm Money & Clarity manages close to $200 million in assets for clients in 20 states. All the while, he resides some 300 miles away from his office.
He is also the host of Profitable Advisor Podcast.
During the show we discuss:
● How to know if you need a financial advisor
● How to recognize the best financial advisors
● Why choose an advisor who has a specialized niche
● How to avoid “landmines” when choosing the right advisor
● How can advisors help you
● What are the advisors limitations
● Common myths about financial advisors
● Importance of having a financial advisors
● Tips in choosing a financial advisor
● Should someone always follow the advice of an advisor
● When to seek a financial advisor
● How much is needed for retirement
● 3 things financial plans must include
● Why you MUST have disability insurance as an entrepreneur
● Why you need to address estate planning NOW
● Why so many retirees make serious financial mistakes that cost them
● Good investment strategies
● How to account for inflation in your savings plan
Show resources:
https://matsonandcuprill.lpages.co/daily-email/