Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing.
Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner.
During the show we discuss:
What Estate Planning is
Why Estate Planning is Important
What a Will is
Why You Need a Will
The Typical Problems That a Will Resolves And/Or Avoids
How do I start planning and creating my will
What a Well-Thought-Out Will Contains
How Often Should You Revisit and Update Your Will
The Next Steps After You’ve Created Your Will
What Happens to Your Estate if You Pass and Don't Leave a Will
The Other Estate Planning Documents You Should Consider Having Aside From a Will
Why You Should Consider Having an Estate Planner
The Qualities You Should Look For in an Estate Planner
Resources:
https://www.dontleaveamess.ca/
Kevin Maney is a journalist who has been covering tech and society for 30 years, and the author of Play Bigger: How Pirates, Dreamers, and Innovators Create and Dominate Markets.
Kevin is a partner at Category Design Advisors where Kevin and his team guides leadership teams to help them define, develop and ultimately dominate a new category of business.
During the show we discuss:
What Category Creation is
Why Category Creation is Important in Marketing
List of Companies that Have Successfully Created a New Category in Their Market
The Things to Consider Before You Start Creating a New Category
The Steps Involved in Creating a New Category in the Market
The Usual Challenges in Launching a New Category in the Market, and How to Overcome Them
Why Defy “Gravity” and Not Get Sucked Back into the Old Way of Doing Things
The Best Practices in Successfully Launching a New Category in the Market
How to Measure the Success of Your Category Creation Efforts
How Your Business Can Protect Your New Category and Defend Against Competitors Entering Your Market
Resources:
https://www.categorydesignadvisors.com/
Eddie Rodriguez, CFC, is a 30+ year successful, serial entrepreneur, and has been a Certified Franchise Consultant for over 15 years.
Eddie is the Founder/CEO of The Franchise Tailor, a franchise consulting group that helps people find their best next life via franchise ownership.
Eddie is also an esteemed member of The Forbes Coaches Council, and has helped hundreds of people find their best fit franchise to build their next best life via franchising.
During the show we discuss:
What a Franchise is
How a Franchise Business Works
The Advantage of Owning a Franchise Over Having an Independently-Owned Business
Why Should You Invest in a Franchise over Other Investment Options
How Much Money You Need to Have to Invest in a Franchise
Where to Get Funding for Your Franchise
How to Determine Which Franchise is the Best Fit for You
The Questions You Must Ask a Franchisor Before Committing
The Things You Need to Know Before Buying a Franchise
The Next Steps You Need to Do After Buying a Franchise
The Typical Costs and Fees Related to Buying and Owning a Franchise
How to Maximize Profit as a Franchisee
Why You Should Use a Franchise Consultant to Help You Start Investing in a Franchise
The Help a Franchise Consultant Can Offer to a Franchisee After Buying a Franchise
Resources:
https://www.thefranchisetailor.com/
Send an email to eddie@thefranchisetailor.com
Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.
Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America.
Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.
During the show we discuss:
What a CFO Does in a Typical Business
What a Virtual CFO Does and How They Can Help You
What Forecasts Are and How They Can Help You Grow Faster
How to Differentiate Between a Bookkeeper, Controller, and CFO
When to Know When You Need a Bookkeeper, Controller, and CFO
What a Fractional CFO Does and How to Have One for a Very Low Cost
The Type of Services That a Virtual CFO Can Assist With
How Much Cash You Should Have in the Bank Account at Any Time
Why Business Wwners Struggle to Get to Profitability and How to Fix It
Why a CFO Can Function as Your Business GPS
How a Proper Financial Forecast Can be Created and Help You Make More Profits
The Biggest Financial Mistakes Business Owners Make and How to Avoid Them
How Often Should You Meet with Your Fraction CFO
Why the Demand for Fractional CFOs is Exploding
Resources:
https://www.summitcpa.net/