David Duford owns DavidDuford.com, a virtual insurance agency helping new
and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents”, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.”
David is also a YouTube Influencer in insurance sales with over 18,000 subscribers and more than 1.5 million total views.
During the show we discuss:
● Essentials needed to break through and achieve massive success in insurance
● The common reason of insurance business failure
● The proven path to getting new insurance customers
● How effective digital marketing is to grow an insurance agency
● How to provide value upfront to potential customers to make more sales
● The importance of sales funnels and systems to scale insurance lead generation
● What to know about a growing trend of customers who want to self-signup
● Why you should offer multiple insurance products to increase lifetime value
● How to choose and own a niche to start then gradually grow into other products
● The traits most successful agents have and failures don’t
● What’s needed initially to help agents become super-successful
● How to make the complex simple for ultimate success
● The best way to sell insurance to customers
● How to use question-based selling to succeed in insurance
● Why virtual insurance agencies are better than working in an office
● Why offering multiple products through different providers is essential
● The systems you need to have to succeed in insurance
● How to achieve being a top agent
Show resources:
A timeless futurist with primary expertise on “The Future Of Work”, Frank Cottle is the Founder and CEO of Alliance Virtual Offices. Frank is a truly experienced business leader and an engaging speaker who will appeal to listeners of all ages and backgrounds, from Gen Z to Boomers, all over the globe.
From his home (and sometimes his coworking center) in Southern California, Frank will offer enlightening insights across a huge range of topics in his easy-going but authoritative So-Cal style. Investment banking, finance, commercial real estate, workplace technology, the future of work, even windsurfing and cycling - Frank has lived and studied them all - and he is happy to share his visionary insights and experiences to help listeners explore fresh perspectives on business, lifestyle, and new ways of working.
During the show we discuss:
● The difference between a virtual address and virtual office
● Why you’ll get denied financing using a virtual address but not with a virtual office
● How flexible workspace plays a crucial role in driving today’s economy
● The difference between virtual offices & physical ones
● What’s in the Virtual Office Setup
● The benefits a virtual office provide you and your business
● What are some of the hidden benefits of virtual offices most don’t know about
● How to maintain the efficiency of working on the move, anytime, anywhere
● How remote office services help business owners maintain professionalism, even when working from home
● Kind of businesses can benefit from a virtual office
● How physical offices transition to virtual business
● How is a flexible workspace your secret ingredient for starting a business entity and building credibility for future growth
● Why are virtual offices here to stay
Show resources:
For more than a decade, Brandon Miller has been involved in Immigration and Settlement of Newcomers to Canada. He has operated a boutique immigration practice (Maple Immigration Services) in Toronto, Canada, where he has helped countless people find their way to Canadian shores and settle in successfully to their new home.
Brandon approaches immigration differently by taking a holistic approach to immigration & settlement. The very unique approach led to The Immigration Success SystemTM and a published book "Second Passport" that outlines this system and introduces the idea and benefits of a Second Passport in Canada. Brandon is a proud Canadian who sees himself as a nation builder responsible for shaping the Canada of tomorrow with its true asset-the people who call Canada their home. He is a certified Immigration Consultant, is passionate about everything immigration and enjoys not only helping people to come to Canada but seeing that they get integrated into the country.
During the show we discuss:
● Why countries choose to promote immigration like Canada
● How immigration help society
● Why do you see your time overseas as an integral part to being able to help your clients?
● The importance of planning and executing on an immigration plan
● Why is it important to focus on settlement planning in Canada
● Why is Canada such a desirable place to immigrate to and settle in
● What trends are happening in immigration
● What do you see happening in the future
● What exactly is an immigration consultant
● What role do immigration consultant play in my immigration future
● How easy is it to move to Canada & what are the real benefits to a Second Passport in Canada
● Top tips for immigrating and settling in Canada successfully
● Benefits available to Americans who chose Canada as their second home
Show resources:
During this show, you’ll discover …
● How you have the power to help turn a lender or credit provider’s no into a yes
● What fundability is
● How your business name, address, email, and NAICS code all affect fundability
● Why your business EIN, licensing, and profiles with the business credit reporting agencies matter
● How records consistency could be the key to turning a no into a yes
● Frequently asked questions about the fundability of your business
● The questions you should be asking about business fundability
Nick specializes in working with lease purchase buyers to get them into a home and on the path to home ownership. That includes working with them throughout the entire deal which ends in them being able to get their own loan. Getting buyers to the finish line is something Nick and the entire Pre Property Solutions team take pride in. That is something that separates them from their competition. Regardless of a buyer’s credit situation, he looks at their complete financial picture and comes up with a plan to get them into a home.
During the show we discuss:
● Getting into real estate
● Does rent to own really work
● What does it mean to buy and sell your property on terms
● How to get buyers to the finish line of being able to get their own loan
● The advantages of buying and selling property
Show resources:
KEVIN WESSELS is the Founder and Managing Director of RevSherpas LLC, a boutique business growth advisory and customer experience strategy consulting firm for small to mid-sized businesses. He is a multi-published author.
During the show we discuss:
● What does a business need to do to increase cashflow?
● Why is growth important in anything?
● What mistakes do entrepreneurs make when trying to grow a business?
● How to use profitability for your business growth?
● What are the key stages of business growth acceleration?
● How to outshine and outlast competition without burning out?
● How to generate more leads to accelerate your income?
● How to Create a Steady & Predictable Cashflow?
Show resources:
During this show, you’ll discover …
● How good business credit can open up a ton of funding options for anyone in the trucking industry
● Why over the road trucking is a high risk industry
● What National Funding has to offer
● How LVRG can help
● What Headway Capital can do for your business
● How you can get money from Lendio
● How to get trucking business funding from Kabbage
● How Fundbox works
● What Gud Capital has on offer
● The specifics on what 1st Commercial Credit offers
● How Fundera can help
● What HIL Financial is all about
● How FastUpFront works
● What TopMark Funding can do for you
● What Crossroads Equipment Lease & Finance, LLC has to offer
● The specifics on Clarify Capital
● How Become.co works
● How to get business grants for trucking if you’re a veteran
● How you can get trucking school scholarships and grants
From startup to $4B business, Stephen King brings a unique combination of vision, foresight, and experience to help small businesses run better, grow faster, and make more money. Regarded as one of the accounting industry's top thought leaders, he's currently serving as President & CEO of GrowthForce, one of the nation’s largest cloud-based accounting services.
During the show we discuss:
● What cash flow is
● What is the main cause of cashflow problems
● How to radically increase your profit margins
● Early signs of cash flow problems
● How to plan an effective cash flow management
● The difference between net income and cash flow
● How to convert profit into cash flow
● Importance of cash flow
● Some good cash flow habits
● How to increase your cash flow
● How to do a cash flow analysis
● What should your bookkeeper be doing to maximize cashflow and profit
● Why not collecting quickly after each job will hurt you
● How to get more customers to pay quickly
● How to do a cash flow forecast
● What free cash flow is
● How to calculate operating cash flow
Show resources:
During this show, you will discover:
● How you can positively impact your business’s ability to get business financing
● What business credit is…
● How fundability is affected by your business’s setup
● How your business address and phone numbers can affect your ability to get financing
● How your business email and website affect your ability to get business funding
● Why your EIN and D-U-N-S numbers matter
● How your industry and NAICS and SIC codes can affect fundability
● How records consistency can keep lenders from denying loan applications due to fraud concerns
Steven Glaze is an expert in the exterior home remodeling industry and specializes in siding and gutter protection systems. He started in the business working as an assistant at his father’s roofing company at the age of 16 and was estimating projects and managing crews by the time he was 18 years old. Today, Steve serves as Vice President of Sales for Smart Exteriors LLC, an award-winning home improvement company serving the greater Kansas City metro area.
Steven works tirelessly to find the best exterior products and to educate homeowners on the best options for their goals and budgets. In fact, he recently wrote a homeowner’s guide for siding that is now available on Amazon.
During the show we discuss:
● How home improvement change throughout the years
● How home improvement look like now
● How COVID has changed the construction industry
● The importance of having your home improved from time to time
● What to do with your home to ensure your home office runs efficiently
● The best materials to use for outside of your home to save money
● How to prepare your home for a storm
● The types of windows to use that are quiet enough to run a home office
● First few home renovation you should be having
● Signs your windows need to be replaced
● How Covid-19 affected sales & installation processes
● The best siding material in the industry
● Why go with the best material possible if they can
● Some material advances in the industry
● Cleaning & care tips for your home
● Why you need immediate repair for roof leaks
● Ways to make your roof last longer
Show resources:
Robert Syfert is the Co-Founder and Chief Visionary at RealEstateInvestor.com as well as the founder of InverstorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He’s passionate about being part of the solution and finding answers to the problems that hold real estate investors back from growing and scaling their businesses.
During the show we discuss:
● Implementing high level automation to your REI business
● How to get high-quality leads for real estate investing
● Dial in your follow-up
● List stacking is your secret weapon
● Laser target your leads
● What’s working today
● Concept of “All Leads Suck!” Why is that
● Favorite mailing list you use or recommend
● How to use voice drops to generate leads
● Cold-outreach techniques to get qualified leads
● Realistic ROI on marketing
● List and give it to a mail house
● About realestateinvestor.com Member
● Offering Cold Calling What does that look like
Show resources:
During this show, you’ll discover …
Some of the disadvantages and advantages of running a work from home business
How funding a work from home business is a unique challenge
What major disadvantage of running a business from home makes fundability harder
How to overcome this funding challenge…
Why something as simple as a phone number and address is vital to funding
How getting an EIN and a separate business bank account…
...is more important to funding than you probably think
Why you need to incorporate even if your business is home based
How to get funding for your work from home business right now
And why the Credit Line Hybrid works especially well for funding a business you run from home
Andrew Hutton is the founder and CEO of Day One. Day One is pioneering how we educate and support entrepreneurs. With a program that is one part community membership and one part entrepreneurial bootcamp, Day One provides founders and future-founders the place to learn how to start, build and grow a business. Prior to founding Day One, Andrew was Chief Innovation Officer at Human Ventures, a startup studio in New York City. In his time at Human Andrew led the incubation and launch of startups like Tiny Organics, Paloma Health, LUPii and Milo.
During the show we discuss:
● Why startups fail and how you can succeed
● Secret ingredients to become a successful entrepreneur
● The basic knowledge founders must-have
● Kind of skills should every founder work on improving
● Factors that affect the success of your business
● How to properly prepare for the launching of a startup business
● Common challenges of startup businesses
● How to know when you are ready to start your business
● What should founders expect in their first quarter
● Importance of evaluating your business performance
● How to properly evaluate your current performance
Show resources:
Kevin Rodman joined Asset Based Lending as a partner in 2014 and brings 30 years’ experience in the mortgage industry to the ABL team. Along with Dan and Paul, Kevin is one of ABL’s three loan underwriters. Kevin is leading ABL’s expansion in New England, with a focus on Connecticut and Massachusetts. Kevin also works on building ABL’s strong capital base, which is one of the largest in the hard money lending industry.
During the show we discuss:
● What hard money lending is and how it works
● How to easily and quickly get money to fix-and-flip homes
● What to know about draws when it comes to flix-and-flip financing
● How to transition from fix-and-flip to buy-and-hold
● How to qualify for flix-and-flip financing
● What you’ll need to get approved
● How to get approved and hours and funded in 2 weeks or less
● How much of your own money you need to put into the deal to get funded
● How to take on multiple loans and properties at the same time
● The types of terms you can get on flix-and-flip financing
● How to get financing for 30 years to buy-and-hold
● How to get approved and fund with little money down
● How to get fix-and-flip type financing for new construction
Show resources:
During this show, you’ll discover …
● All about business credit and fundability
● Business entities when it comes to…
● … definitions…
● … taxes…
● … legal liability…
● … and costs and shares
● Getting an EIN from the IRS
● Why your business identification numbers matter…
● … from Dun & Bradstreet…
● … Experian…
● … and Equifax
Bruce Wehner and Rachel Marshall from The Money Advantage.
Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.
Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show.
During the show we discuss:
● Who can benefit from being their own banker
● Why you must have cashflow and learn to keep it
● Why you want to look into syndications to invest your money
● How to get control of your money instead of letting others do it
● Why most people fail financially and skip the protection component of investing
● How to develop a cashflow management system
● Privatized Banking in a nutshell
● Why Privatized Banking improve every area of financial life
● How Infinite Banking is like investing in real estate
● The pros and cons of infinite banking
● How to earn a return in two places at the same time with the same money
● The keys to maximize profitability without hustling or cutting back
Show resources:
Howard Tiersky is the author of the WSJ bestselling book Winning Digital Customers: The Antidote to Irrelevance.
In his 25 year career helping large enterprises win in the digital space, Howard has worked on projects for dozens of Fortune 1000 companies and has been named one of the “Top 10” Digital Transformation influencers by IDG as well as by Enterprise 360.
Howard Tiersky is the Founder and CEO of FROM, a proven digital agency that drives customer enthusiasm and bottom line results.
During the show we discuss:
● Importance of offering a good customer experience
● What makes a good customer service experience
● Why you MUST have credible online reviews
● Customer Experience improvements that will have the greatest impact
● How different are digital customers compare to traditional ones
● How to create a better customer experience
● How to get customer’s feedback
● How to accurately measure customer satisfaction
● The tips in building a customer experience plan
● The best way to approach digital transformation
● Different strategies to maximize digital customer experience
● What really is digital transformation and how do you know when it's done
● Creative ways to achieve customer satisfaction
Show resources:
During this show we discover:
● How to avoid the awkwardness of business borrowing from friends and family
● Out-of-the-box ways that friends and family can help you fund your business…
● ...without large cash outlays…
● ...or you owing them money
● What options like angel investing, crowdfunding, and guarantor loans have to do with borrowing from friends and family
● How some of those options, like the Credit Line Hybrid...
● ...can help you build your business credit score at the same time
● Why a business credit score even matters
● And how it can help you return the favor to those you love...
● ...and protect your personal credit score
John Vuong is a seasoned sales professional and Internet marketer with an exceptional track record helping companies grow their clientele and profits. Through 15 years of experience working with CEOs, business owners, and marketing leaders at some of Canada’s most successful corporations, John developed a deep understanding of local marketing dynamics and consumer behaviour. John’s entrepreneurial spirit and experience working with more than 5,000 local business owners inspired him to start his own company, Local SEO Search, in 2013.
During the show we discuss:
● What SEO is
● The benefits of SEO
● How SEO boosts your marketing
● The common SEO myths
● The SEO Strategies You Shouldn’t Ignore
● The SEO essentials?
● The best tools to use for SEO
● Some SEO techniques that can guarantee leads
● The basic SEO factors that will get you ranked on Google
● The best ever strategies to rank and earn in YouTube
● The different ways to optimize your website
● How to elevate SEO strategies
Show resources:
Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE!
Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about the utilize money within the next generation.
During the show we discuss:
● What’s happening now in the economy that can rob your financial freedom
● What’s happening with inflation that can adversely affect you
● What’s happening with real estate values now
● How getting government money affects you as a business owner
● Why now is the time to borrow money
● Why now is a great time for you if you have asset
● Why you can expect interest rates to climb in the years to come
● The keys to financial peace of mind
● Tips to foster your financial peace of mind
● The biggest financial mistake
● Why to avoid falling into the “gambling trap” many entrepreneurs are in now
● How to adopt the money maximization model
● What’s happening currently that can hurt you financially
● How to get credits that greatly benefit your business
● What financial experts we should have in our corner
Show resources:
During this show, you’ll discover …
● How to use various forms of collateral to get business financing…
● … including collateral you probably haven’t even thought of
● How to use equipment as collateral for purchase…
● … leasing…
● … and sale-leaseback
● What inventory financing is all about…
● … including through Kickfurther
● Securities financing using 401(k)s…
● … IRAs…
● … stocks…
● … and bonds
● Where SBA programs fit in…
● … including CAPLines
● … the 7(a) loan…
● … and 504 loans
Two models and social activists came together with a shared dream – starting a modeling agency that would disrupt the way we think about and see the industry. One phone call was all it took after having been introduced to each other via a common friend, Val and Anne Therese knew right away that this agency had to happen.
Anne Therese Gennari and Val Emanuel are the agency that puts ethics, sustainability, environmental, and social justice at the core of our business. Founded in 2017, the agency came to life from the desire to build a platform where models are given a voice to speak about things they believe in. We wanted to show the world that models can be incredible agents of change and help shift pop culture in the direction needed for a better future.
During the show we discuss:
● How is the world-changing right now
● What kind of changes do we need to seek right now
● What can an individual do to have a positive change
● How to unblock the fear for a self-empowered action
● What is being a stubborn climate optimist mean
● How can being a stubborn climate optimist help the world
● The mindset practices for the climate optimist
● How to restore the ecosystem and our faith in humanity
● How can collective action help with climate
● The different things to do to promote collective actions
● How to be the change you wish to see in the world
● What is an ethical and sustainable way of life
● How to achieve an ethical and sustainable way of life
Show resources:
Shelley Willingham is a successful business strategist and entrepreneur. She founded Vision and Passion International, LLC (VPI) in 2017 to focus on projects that simply set her soul on fire.
Throughout her career, she has gained the experience and know-how to help others run profitable businesses. By sharing her strategies for success and the lessons she’s learned from her failures, she hopes to shorten the learning curve for entrepreneurs working hard to build their empires and leave a legacy.
Today, Shelley shares her expertise by coaching entrepreneurs and small business owners, speaking at various non-profit and business events and facilitating sales trainings, marketing workshops and leadership conferences.
During the show we discuss:
● The difference between mission & vision
● Importance of having a strong vision in business
● A good business vision
● How to get past imposter syndrome
● The components of a strategic vision statement
● How to effectively draw your vision
● How to celebrate small wins along the way
● How to find your true passion
● The tips for brainstorming ideas
● How will business strategies help businesses to succeed
● How to prepare for obstacles and remove blocks to your business’ success
● The proven strategies to implement the strategies
● How to get employees aligned with the company’s vision
● How to develop your mission
● The key factors of business success
Show resources:
During this show, you’ll discover …
● How you can prevent business loan deals from being killed off
● Fundability and basic issues with business loan denials
● Business risk
● Inconsistent records
● SIC and NAICS Codes
● Business licensing
● Business addresses
● Business phone numbers, website, and email address
● Managing your business bank account to improve your chances of getting a business loan
● Personal and business credit improvement and management
● How and why business credit monitoring can help you keep your scores high…
● … and how to get it for 90% less than the three big business CRAs would charge y
Sean has been training, mentoring, and educating all his life. An exceptionally well-regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics.
Sean has also been a professional services firm owner for over 20 years. His professional services work has spanned consulting engagements with the Fortune 50 and startups you have heard of; the sale of his first professional services company, and the growth of delivery, sales, marketing, and operational practices inside professional services firms.
In short, Sean brings a wealth of knowledge when it comes to surviving and thriving as a service firm owner or the leader of a practice area inside a larger services firm.
During the show we discuss:
● How to survive an economic downturn as a professional services firm leader
● Why “No” matters more than “Yes” when leading a firm and managing clients
● How to grow a marketing practice for Professional Services Firm (PSF) that generates solid leads and revenue
● How to mentor sales team members and seller-doers in a PSF so they can achieve exceptional performance
● How to balance marketing and sales efforts
● The Age of Narrow in consulting firms
● Essential tips to keep in mind when communicating with clients
● Why the typical approach to building a firm’s culture fails
● Why context always trumps tools, technique, and process
Show resources: