Ron Carucci is an expert on a number of topics, including the journey from startup to scale up of a young business, leading massive transformation in more mature organizations, advice on rising through an organization from middle management to executive leadership, and more. Ron led a ten-year longitudinal study on executive transition to find out why more than 50% of leaders fail within their first 18 months of appointment, and uncover A Holistic Approach to Organization Transformation on the four differentiating capabilities that set successful leaders apart. Those findings are highlighted in his groundbreaking Amazon #1 book Rising To Power, co-authored with Eric Hansen. These findings are also summarized by Ron in the popular HBR article. HBR selected that research as one of 2016’s “Ideas that mattered most", and he recently presented it on their Live series. Ron is a 2-time TEDx speaker, and you can listen to his recent TEDx talkon power.
Ron Carucci is co-founder and managing partner at Navalent, working with CEOs and executives pursuing transformational change for their organizations, leaders, and industries. He has a thirty year track record helping some of the world’s most influential executives tackle challenges of strategy, organization and leadership. From start-ups to Fortune 10’s, turn-arounds to new markets and strategies, overhauling leadership and culture to re-designing for growth, he has worked in more than 25 countries on 4 continents. In addition to being a regular contributor to HBR and Forbes, and has been featured in Fortune, CEO Magazine, BusinessInsider, MSNBC, Inc, Business Week, Smart Business, and thought leaders.
During this show we discuss:
During this show, you will discover …
• What fundability is…
• How missing information can only hurt your business
• Just how vital a positive business credit history is…
• … and how you can build a positive business credit history from the get-go
• Why your online presence and reputation are key
• Why records congruency and consistency will make or break your fundability case
• How lenders and credit issuers secret fundability approval process works… and how to beat the banks to get approved
• The exact steps to build business credit for your EIN with no personal liability and regardless of personal credit quality
• Why most entrepreneurs fail to get capital… and how to succeed by knowing where and how to get approved
Stan The Annuity Man is nationally recognized as the top independent annuity agent in the United States and has been called “America’s Annuity Agent.” Licensed in all 50 states, his “Will Do, Not Might Do” contractual guarantees-only mantra sets him apart in the annuity industry. With over 3 decades of financial experience, while previously working at Dean Witter, Morgan Stanley, Paine Webber, and UBS, Stan The Annuity Man understands markets and investments and knows how annuities can properly fit in a portfolio.
Stan has published 7 books on annuities, writes weekly columns for national financial media outlets, publishes a new educational video to his Stan The Annuity Man YouTube channel on a daily basis, oversees TheAnnuityMan.blog, and hosts The Annuity Man Podcast every week on all major platforms. Without question, Stan The Annuity Man is not only the top annuity agent, but the #1 annuity educator and annuity content originator on the planet.
Stan The Annuity Man has been a keynote speaker at almost every major financial trade show and for many top financial organizations. His brutally factual approach to explaining the truth about annuities to consumers will add value to your podcast and be an informational and educational gift to your listeners.
During this show we discuss:
During this show, you will discover …
WOW, that is a lot of great info we will be covering in this one hour live event. ALL will be revealed on this livestream, register now… spots are limited!
Tracey Bissett is on a mission to redefine the world's economic future by increasing the financial literacy of entrepreneurs, also known as financial fitness. With over 20 years of experience in the financial services industry, Tracey can help entrepreneurs across all industries, both on and offline.
As the founder, President, and Chief Financial Fitness Trainer at Bissett Financial Fitness Inc., Tracey helps her clients understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial lives. In addition, Tracey is a professor at Centennial College’s School of Business and regularly leads speaking engagements to increase financial fitness awareness.
Tracey enjoys giving back to the community and actively volunteers with Therapeutic Paws of Canada, United Way and Junior Achievement of Central Ontario.
During this show we discuss:
During this show, you will discover …
• How basic steps to building and enhancing business fundability will directly lead to better D&B credit scores, including PAYDEX
• What fundability is…
• … and how it directly relates to your D&B reports and scores
• How many of the places where D&B gets their data are where you can present your records in the most fundable manner possible
• How missing information can only hurt your business
• Why selecting the right business name and industry codes – NAICS and SIC – can enhance fundability and influence your D&B report positively
• Why voluntary reporting by creditors happens…
• … and how it helps Dun & Bradstreet
• Just how vital a positive business credit history is…
• … and how you can build a positive business credit history from the get-go
• How choosing the right business entity and getting an EIN from the IRS website helps improve your D&B report and enhance fundability
• Why your online presence and reputation are key
• How maintaining a good payment history improves virtually every D&B predictive report
• How keeping a good minimum balance in your business bank account can help with both fundability and your PAYDEX score
• Why records congruency and consistency will make or break your fundability case
Shaun Osher founded CORE in 2005 and quickly made it into the number one boutique real estate marketing and sales company in New York. Shaun is widely regarded as one of the most innovative and creative minds in marketing, branding, and selling real estate, and is responsible for more than 6 billion in sales. Shaun started his career as one of NYC’s most successful and respected agents and is known as a broker's broker, with a keen understanding of the market and acumen for sales and negotiation. Shaun is a native of Johannesburg, South Africa, and he graduated from The New School and began his career in 1994.
CORE started in 2005 as a joint venture between Shaun and The Cayre (Carrie) Family of Midtown Equities. As a top Manhattan real estate agent, Shaun had a progressive vision for a new type of brokerage firm: an innovative real estate company offering the best-in-class service to its agents, buyers, sellers and developers - one that could provide client service that is personalized and perfectly tailored to their clients’ needs. CORE has since grown to over 120 real estate professionals and staff, with offices in Chelsea, the Flatiron, and on Madison Avenue. In 2014, Related Companies acquired a stake in CORE to further expand the firm’s brand and offerings throughout New York City.
During this show we discuss:
During this show, you will discover …
• How building business credit will help you assure your business has a future
• That conventional banks can not help you fund a startup…
• … but there are still plenty of choices
• How unsecured business financing can get you more money than nearly any other form of startup financing
• The kinds of startup loans that are out there…
• … and the kinds of collateral you can use
• What you can get in funding when your collateral is…
• … securities, your 401 (k), accounts receivables or…
• … purchase orders, inventory, or equipment
• What the SBA microloan program entails
• How crowdfunding works
• Where federal, state, and local grants come into play
• What angel investing and venture capital are
• Little-known additional forms of financing
• The basics of business credit…
• … including how to get started building yours…
• … and the most effective way you can build a great business credit score
Chad Peterson is an expert business broker and the founder of Peterson Acquisitions, an award winning M&A firm. Chad’s firm handles transactions in $1 million to $25 million range, with some deals exceeding $25 million.
He works with companies all over the United States and has completed international deals as well. Peterson Acquisitions was recently named by one publication as the #1 ranked business broker in the United States. What sets Chad apart from all other business brokers is his aggressive style, work ethic and tenacity that are rooted in his humble beginnings.
Chad is a self-made entrepreneur that has been in the trenches. He has started, built and sold 6 of his own businesses. Chad wrote the book “From Blue to White: A Working Man’s Guide to Self-Employment”. Bestselling author Scott Alexander of “Rhinoceros Success” wrote the foreword. He also wrote the book “Swinging Doors: A Guide to Selling Your Company” and is the host of the podcast: Business Brokers: Buying, Selling & Growing Businesses.
During this show we discuss:
Come join us on our live training event to discover Peer to Peer Lending – Decoded.
During this livestream*, you’ll discover …
•The details about top Peer to Peer lenders – Prosper, Lending Club, Funding Circle, Upstart, and StreetShares
•Just what Peer to Peer lending is
•Details about the biggest lenders in the Peer to Peer space
•How the biggest P2P lenders grade borrowers…
•… and how they decide who’s a good borrowing risk…
•… and who isn’t
•Where they get their data from
•The terms and fees for the big lenders
•What happens when borrowers default
•Which lender has the lowest default rates in the industry
•Which lender offers a preference for veterans
•Which lender has a 45% share of the market
•Which lender has a Borrowers’ Bill of Rights …
•… and which lender bases its internal grading on Experian’s data
WOW, that’s a lot of great info we’ll be covering in this one hour live event. ALL will be revealed on this livestream, register now… spots are limited!
Matthew Sullivan is the CEO and Founder of QuantmRE, a cryptocurrency startup that supports homeowners by helping them sell a fraction of the equity in their home without taking on more debt. A seasoned entrepreneur, Matthew has a proven track record in real estate innovation through his experiences as Co-Founder of the $50M Secured Real Estate Income Strategies Fund, and as Founder and a President of Crowdventure.com, a real estate crowdfunding company.
During this show we discuss…
During this show, you will discover …
•Just how to build business credit and fund your business the reliable, smart way
•What business credit is and how to ties to your companys EIN and its ability to pay its invoices…
•… and it does not tie to your Social Security number or your personal ability to pay bills
•Per the SBA, credit limits on business cards are usually 10-100 times higher than consumer credit
•Get high-limit cards so your business can fund itself
•How to actively build business credit
•The right steps to take to establish business credit…
•… and the right order in which to do them
•How business legitimacy plays a part…
•… and how to make your business legit to credit issuers
•What the vendor credit tier is
•The names of four starter vendors with EASY approvals so you can start business credit building NOW
•How to possibly add accounts like cell phone and utilities to Creditsafe and Experian
•What unsecured business financing is…
•… and how it could be the perfect solution for your business
•How an unsecured business credit program works…
•… and exactly how to qualify
•How business credit monitoring is a must…
•… and how we can save you over three-quarters of the cost of monitoring your business credit at Experian and Dun & Bradstreet
•What the retail, fleet, and cash credit tiers are and how to get there
•And how responsible credit management will ALWAYS help your business out
•… And how you can reach us – we are here to help YOU!
Engelo Rumora, the “Real Estate Dingo” is easily the most energised Australian man on the planet. He’s a successful property investor, motivational speaker, and serial entrepreneur who quit school at the age of 14 and played professional soccer at 28. To date, Engelo has been involved in well over 500 Real Estate deals equating to over $50 million worth of transactions along with successfully founding and running 5 businesses in Ohio, giving houses away to those in need and publishing his upcoming book The Raw Truth to Success in Real Estate.
Engelos philosophy has brought his most successful business thus far, Ohio Cashflow to the 2018 Inc. 5000 list of fastest growing companies. There, Engelo and his team specialize in providing turnkey properties in the Toledo market while emphasizing quality over quantity and building long term relationships with its investors. Engelo’s newest and soon to be most prominent venture is List n Sell Realty, a real estate brokerage also based in Toledo, Ohio. List n Sell Realtys mission is to revolutionize the way all real estate transactions are done with a completely virtual experience for buyers, sellers and real estate agents.
During this we discussed…
During this show, you will discover …
• How to correctly and legally leave your Social Security Number off a business credit application
• That having an EIN does not guarantee your business credit is established
• That it does not mean your business is fundable
• That lenders may want a personal guarantee…
• …. but learn why you should not give out one
• How vendor credit can help you get rolling…
• … and enhance your business fundability
• What typical terms are for trade accounts
• When and why to ask for credit limit increases
• How to effectively leave your SSN off a credit application …
• … without committing a felony
• What a payment experience is
• The names of three reliable, trusted vendors which will approve you …
• … and report to one or more of the business credit reporting agencies
Shaan Patel closed a $250K deal with billionaire Mark Cuban for a 10% investment in Prep Expert. Within 6 months, the company went from $600K to $4M and is now worth $20M. Prep Expert offers SAT & ACT courses based on Shaan’s methods to raise his own SAT score from average to perfect. Shaan completed his medical degree and is now a Doctor. He is a dermatology resident physician at Temple University and received a B.A. in Biology from the University of Southern California on a full-tuition scholarship, an M.D. from the University of Southern California, and an M.B.A. from Yale University.
During this show we discuss…
During this show, you will discover …
•How Equifax calculates the scores that decide if your business will get money…
•… or not
•Where Equifax gets its data from…
•… and it feels is most important
•What all of those numbers mean
•How far back the data goes
•Which information is compared to your industry peers
•How to most effectively improve your Equifax report
•What the 2017 Equifax data breach means to you…
•… and whether you should get a credit freeze to protect your identity
Charles Alexander’s mission in life is to help busy professionals stand out in a crowded marketplace that is filled with “me too” advisors. He does this by creating story-based Explainer Videos for busy professionals, like Financial Advisors, Insurance Agents, or anyone else that is in an advisory role, that helps them explain what they do and show personality.
In addition to creating content for busy professionals, Charles is also the Director of the
Tennessee Small Business Development Center (TSBDC) at Volunteer State Community College, where he provides one-on-one business coaching and teaches seminars to help entrepreneurs grow their businesses. Working with over 1,000 entrepreneurs has helped
him become a polished content creator that uses humor and real world experiences to educate others.
Lastly, and most importantly, he is happily married to his wife Sarah and is the proud father of three lovely children, Ava, Lilly and Lane
During this show we discuss:
The best way to utilise your videos on LinkedIn
Dan Kryzanowski is an active real estate investor and fundraiser, leveraging Self- Directed accounts - SDIRA and Solo 401(k) - to create a diversified real estate portfolio yielding double-digit returns. He specializes in self-storage investments, multi-family and hard money residential property loans. Dan has personally raised millions of dollars from family offices and individuals, and empowered his partners to raise seven-figures on multiple occasions. Dan serves as Executive Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the real estate community. He is also a Capital Partner for Pinnacle Storage Properties and Corporate Board President for Hugh O’Brian Youth Central Texas. Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America.
During this show we discuss…
During this show, you will discover …
• Why keeping your records congruent and consistent everywhere can make the difference between getting business funding …
• … or not
• What fundability is and how much of it is in your power
• Where your industry, business name and address, phone and fax numbers, all figure in
• How your bank account helps make you more fundable…
• … and helps extend your time in business
• Why your business entity and EIN matter …
• … and what to do about risky SIC and NAICS codes
• How your business website and email make a difference
• Why you need all of your business licenses
• How setting up with the business credit reporting agencies helps
• What a business data agency wants with your information
• How your business credit history plays a part
• Why your business information must be consistent and congruent everywhere
• How your personal financials and personal credit history fit in the picture
Katherine Liola learned early that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with confidence and clarity.
A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal and InvestmentNews. Most recently,
Katherine collaborated with CNBC as part of their financial literacy project, Invest in You: Ready. Set. Grow
During this show we discuss…
Brett Swartts is the CEO of Capital Gains Tax Solutions and every year equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes: numerous Deferred Sales Trust, Delaware Statue Trust, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor himself with experience and holdings in Multifamily, Senior Housing, Retail, Medical Office and Mixed-Use properties. He is a licensed California Real Estate Broker and holds series 22 and 63 licenses. He is formerly an associate at the largest Commercial Real Estate Brokerage firm in the country and has years of experience and hands-on training from some of the best in the business.
As a trustee, he is passionate in educating about capital gains tax deferral with a Deferred Sales Trust, how to divest from a business or real estate and gain freedom from feeling hostage to a 1031 exchange, and then invest back into and back out of real estate at any time (all capital gains tax deferred).
Brett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth.
During this show we discuss…
During this show, you will discover …
• How to get out of personal credit checks when establishing business credit, even at the cash credit tier
• Business funding options out there which aren’t banks
• What business credit is…
• … and why it matters
• How to kick off business credit building with creating a fundable business
• Why your business entity, website, and more matter when it comes to building business credit
• Why a D-U-N-S number is crucial
• The names of three starter vendors we know and love
• How the retail credit tier works…
• … and details about the fleet credit tier
• How to make it to the cash credit tier…
• … without going through a personal credit check
And much more...
Dennis Lewis is a seasoned digital storyteller and blockchain marketing specialist with a proven track record in both Europe and the United States. He has successfully lead to market and exited multiple startup companies, and prides himself on his ability to make complex projects easy to understand and relatable. In a marketing landscape increasingly obsessed with shiny objects and overly complicated sales funnels, Dennis still believes that the key to any successful marketing campaign are the words on the page.
During this show we discuss...
Clay Clark is the former “U.S. SBA Entrepreneur of the Year,” a member of the Forbes Business Coach Council, an Amazon best-selling author and the host of the Thrivetime Show podcast which has hit #1 on the iTunes charts in the category of business 6 times. Throughout his career he’s founded several multi-million-dollar businesses including: DJConnection.com, EpicPhotos.com, EITRLounge.com, MakeYourLifeEpic.com, etc. (alphabetically speaking). Throughout his career he has been featured in Fast Company, Bloomberg, Forbes, Entrepreneur Magazine, PandoDaily, and numerous other publications. He’s been the speaker and consultant of choice for top brands throughout the country including: Hewlett Packard, Maytag University, Valspar Paint, and O’Reilly’s Auto Parts. Clay is also the co-founder of 5 children, and is the proud owner of thousands of trees, dozens of chickens and 13 cats.
During this show we discuss…
Come join us on our live training event to discover everything about building business Credit from the ground up.
During this livestream, you’ll discover …
•How to cut your chances of an IRS audit by setting up your business THE RIGHT WAY…
•… THE FIRST TIME
•How to get started with building business credit
•Steps you can take – many of them FREE – to establish business credibility
•Where to get a D-U-N-S number for FREE
•How to set your business up with the IRS…
•… and how the right business setup will cut your chances of an audit considerably
•Where to find starter vendors to help you build business credit
•How to establish revolving store credit, fleet credit, and cash credit
•Where to monitor your business credit…
•… and how to monitor business credit with us for 95% LESS
WOW, that’s a lot of great info we’ll be covering in this one hour live event. ALL will be revealed on this livestream, register now… spots are limited!
https://www.creditsuite.com/blog/building-your-business-credit/