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The Business Credit and Financing Show

The Business Credit and Financing Show is produced by Credit Suite and hosted by Ty Crandall, business credit expert and best-selling author of Perfect Credit and Business Credit Decoded. Each week we talk about the business growth strategies that matter most to entrepreneurs. Listen in as we discuss the secrets to getting credit cards, loans, and credit lines to start and grow your business, even when you think you can’t get financing at a bank. And enjoy as we talk with seasoned business owners, coaches, influencers, and industry leaders on a variety of business growth strategies from how to market, hire, scale, increase revenue and profit, and the nuts and bolts of running a highly successful business. Listeners leave every 30-60-minute episode with actionable information you can use to start, grow, and fund a highly profitable business.
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Now displaying: Page 5
Feb 20, 2020

Come join us on our live training event to discover how to improve your Experian credit report by enhancing fundability.

During this livestream, you’ll discover …

• Why records consistency and congruency can be the difference between a good Experian business credit score…
• … and one that’s not so good
• How Experian looks at both personal and business credit behavior to calculate their blended business credit scores for your business
• What’s in a typical Experian business credit report …
• … and where their data comes from
• Details on how Intelliscore Plus and the Experian Financial Stability Risk Score (FSR) are calculated…
• … and what counts the most when you work to improve them
• What fundability is…
• … and where your industry type and business name and address fit in
• How to set your business phone and fax numbers for maximum fundability
• Where your business bank account fits in
• How your business entity and EIN matter
• How to choose better SIC and NAICS codes to help your fundability cause
• Why getting set up with the business CRAs helps…
• … and in particular what it takes to get set up with Experian
• How your personal financials and personal credit history matters
• Where your business credit history fits into the mix
• How vital keeping your business records congruent truly is
• Easy steps to raise your Experian business credit scores

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!

Feb 18, 2020

Johannes Voelkner is the founder of Nomad Cruise - one of the largest digital nomad experiences in the world. Originally from Germany, he moved to South Africa in where he built his first location independent business.

In 2010, he became a digital nomad. While he loved the lifestyle, he was missing the connections to other remote workers and craved community. He wrote the first travel guide for people who work online to inspire more people to live their dream and work while traveling the world.

Eventually, the guide led to the creation of Nomad Cruise where he has helped thousands of digital nomads find community.

During this show we discuss…

  • About a digital nomad
  • How to start a business from anywhere
  • The best way to network as a digital CEO or worker
  • How to find and connect with other digital nomads
  • The best Facebook group to meet other nomads
  • What to consider as the CEO of your company before going digital
  • The best and appropriate way to handle clients when running a digital company
  • How to be a digital nomad while saving money
  • Finding other nomads in your new location
  • How to successfully create a community of and for your remote workers
  • The importance of trips or vacation with your remote workers
  • 3 major issues bound to spring up from running a remote company and how to resolve them
  • Benefits of being a digital nomad

And much more…

Feb 13, 2020

Come join us on our live training event to discover how to start a fundable business.

During this livestream, you’ll discover …

• Just how vital it is to keep your business information consistent and congruent anywhere you have a business listing
• How following your bliss can get you funding …
• … if you set up your business for fundability
• How choosing your industry, SIC and NAICS codes matters
• Where your business name and address fit into the picture
• Why you want to incorporate…
• … and how to get your EIN from the IRS, D-U-N-S number from D&B, and BIN from Experian
• How to set up your business phone, fax, web domain, email, and website for maximum fundability
• Why you shouldn’t try for funding without having all of the licenses your business needs
• How getting a business bank account will enhance fundability…
• … and how keeping a certain minimum balance will increase your chances for funding
• How having a business merchant account can help you make more money
• Why keeping your business information congruent and consistent everywhere matters
• Where your business and personal credit histories fit in

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!

Feb 11, 2020

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:

  • Making your leadership team exceptional
  • How to create thought leaders within your organization
  • Why knowing your identity is essential to your organization
  • How to develop your strategy for your business
  • How to design an organization with purpose
  • About scenario planning and why you should be doing it
  • Two of the messiest challenges executives face when leading an organisation or business
  • The first step to understanding the fundamentals of strategy
  • Critical strategies of developing strategy
  • 3 important questions you must ask when creating strategies in order to avoid problematic strategies
  • What to do when you have a defined strategy but see inconsistent execution across the organisation
  • 3 ways to make my strategy work
  • Major reason executives fail to execute a strategy
  • Minor strategic effects businesses go through during a transition
  • Focusing your job on the most strategic opportunity your company cares about
  • And so much more
Feb 6, 2020

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

 

Feb 4, 2020

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:

  • All about annuity and how to know if it’s for you
  • What happens when you annuitize
  • 5 dangerous mistakes that annuity shoppers make
  • How you can easily spot an empty annuity pitch
  • When you should not buy an annuity
  • When you need to buy an annuity
  • Some economic factors that affect annuity you should consider before buying an annuity
  • How to know the right one (annuity) for you
  • Avoidable annuity charges I need to know that your agent may not tell you about
  • What to consider when switching between annuities
  • 5 annuity strategies that can combat low interest rates
  • How to get past a “deceptive” but convincing annuity sales pitch
  • The most important question to ask before accepting an annuity offer
  • About index annuity
  • 3 pros and cons of an indexed annuity
  • About an annuity carrier
  • Annuity IRA strategies you may consider when retiring or about to retire
  • And much more…
Jan 30, 2020

During this show, you will discover …

  • How important it is to keep your business information congruent everywhere
  • What business credit is
  • Where Equifax gets their data from
  • A bird’s eye view of Equifax main reports
  • What fundability is
  • How your industry and business name can make or break your fundability
  • Why your business address and phone numbers matter for your Equifax report
  • Where a business bank account fits in
  • Why you want to incorporate
  • … and how it is okay to choose less risky SIC and NAICS codes
  • if they apply
  • How getting set up with D&B and Equifax are crucial
  • Why your business credit history is key
  • How your business website and email address fit into the mix
  • How vital it is to get all required licenses
  • How setting up your business bank account can help with future funding opportunities
  • Why incongruent business information will get you funding denials
  • … and how to fix it on your Equifax reports and more
  • Easy steps to improve your Equifax scores

 

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!

Jan 28, 2020

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:

  • Two things that could mentally affect your finances
  • 3 steps to cash flow clarity
  • Two biggest money mistakes entrepreneurs make when starting their business
  • Three benefits of a goal oriented savings to an entrepreneur
  • About money disorder
  • Symptoms of money disorder and how to change this habit
  • How to unlearn poor spending patterns
  • Why you need to audit regularly with the help auditing experts
  • Some of the biggest financial mistakes people make when going through a career transition and what to do to aid the situation
  • The best way for entrepreneurs to increase their financing knowledge in order to get all the financing they need
  • The most important tools every entrepreneur needs to understand their financial position
  • What entrepreneurs need to be accountable for
  • About financial advisers
  • The importance of a financial adviser even to a start-up entrepreneur
  • 3 cash flow strategies entrepreneurs overlook when there is a breech of contract
  • And much more…
Jan 23, 2020

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

Jan 21, 2020

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:

  • What a start-up real estate entrepreneur pay attention to when trying to choose a niche to invest in
  • How real estate entrepreneurs can effectively claim their niche
  • How entrepreneurs in the real estate space differentiate themselves
  • Tracking and responding to market trends as a start-up real estate entrepreneur 
  • 3 dos and don’ts of being an effective real estate entrepreneur
  • How to leverage social media as a powerful marketing medium to benefit your business and also stay ahead of competition
  • How have real estate reality TV shows changed the landscape 
  • The best parts of selling real estate 
  • Making profit from a seller’s market
  • Why you should have an agent when thinking of selling a property
  • 3 steps to take in order to avoid scams and illegal buyers when subletting an apartment
  • What CORE does that sets it apart from other brokerages
  • The biggest mistakes both buyers and sellers commonly make
  • And much more…
Jan 16, 2020

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

Jan 14, 2020

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:

  • Things to think of from the beginning of your business to have the best plan of selling
  • Why you shouldn’t get emotionally attached to your business 
  • Are some businesses worth more than others
  • The success in selling your business
  • The right time to sell your company
  • The best way to go about determining a fair market value for selling your company
  • What you should do from the beginning to make your business worth more
  • Why you shouldn’t worry about paying down debt before you sell
  • The importance of the ‘transition’ stage when buying or selling a business
  • Three challenges bound to pop up after buying a business
  • 5 pitfalls to avoid when selling a business
  • Some of the redeemable assets in selling a business
  • What you should tell employees before you sell
  • Some of the ‘must-sell’ assets in selling a business
  • How to put a fair sales price for your business
  • Why you should care who buys your business
  • The first way to make a great first impression when selling a business
  • Determining the worth of your business
  • How a buyer gets financing to buy
  • What to do after selling your business
  • Why you should use a broker to sell your business
  • The importance of having a professional broker handle the selling process
Jan 9, 2020

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!

Jan 7, 2020

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…

  • About accessory dwelling unit (ADU)
  • What home equity contracts are and how they work
  • How to qualify for home equity contracts
  • Releasing equity in your home without taking on more debt
  • Getting money now by selling some of the future value in your home
  • How to tap into a formerly untapped asset class
  • Leveraging equity in your home to get cash with no extra debt
  • How much value you should have in your home to use it as leverage
  • Using this unique strategy to get rental properties with little money down
  • The benefits of this unique strategy that most don’t know about
  • Tapping into your home’s equity even with credit issues
  • Saving your home from foreclosure with this unique strategy
  • How crypto currency can be used to help leverage your home
  • Using untapped equity in your home to earn large returns
  • The tax benefits of home equity contracts
  • And much more…
Jan 2, 2020

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!

Dec 31, 2019

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…

  • The advantage newbies to real estate have
  • The importance of a partner in real estate investing
  • The most important question an investor should ask before patterning with anyone
  • Strategies to successfully flip any property
  • The most effective way to invest in real estate
  • 10 things you should know about buying distressed properties
  • What makes a killer deal you must take advantage of
  • 8 ways to find properties to buy
  • What you to need know about doing the rehab work to save money
  • When to know it’s best to find others to do the rehab work
  • The type of properties you should focus on buying
  • How to find investors to sell the properties to once it’s ready
  • Where in the country you should be buying
  • How to know how much to sell the properties for
  • The types of properties to focus on buying
  • How to know whether you should buy and hold or fix and flip
  • The biggest mistakes investors make
  • How to get the capital to invest
Dec 26, 2019

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

Dec 24, 2019

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…

  • What being on Shark Tank is really about
  • Why Shark Tank is one of the best marketing methods in the world
  • When to decide your idea is worth taking to Shark Tank producers
  • The process of getting on Shark Tank
  • The secret ingredient for getting on the show
  • The types of companies they want to see on the show
  • Why confidence drives success in business and getting on the show
  • Producing the best video audition that will get you on the show
  • Preparing to get in front of the Sharks
  • How Sharks interview you for hours and it gets reduced to the minutes you see on the show
  • The info the sharks have before you walk in the door
  • What’s involved in the due diligence process looks like to get an actual deal
  • How much the exposure of being on Shark Tank help grow the business
  • How to continue to grow a successful business well after the show aired
  • How the sharks help you dial in marketing that really works
  • Deciding how to use Shark Tank funds to quickly grow your business
  • The biggest lessons learned from Mark Cuban
  • Why protecting your time is so important
  • The power of saying “no”
  • How to find and pursue your passion
Dec 19, 2019

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

Dec 17, 2019

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 productiveness of video marketing to in business regardless of the short attention span of many individuals
  • Creating a unique video content that stands out to your audience
  • The most innovative way to increase leads in a competitive market
  • Mistakes people make when creating their videos that affects the quality of the video and in turn, the ROI
  • The different types of videos and how to know what works for your business
  • The smartest way to jumpstart your video marketing
  • How to guarantee an ROI with your videos
  • What to keep in mind when creating any video in order to increase hot leads
  • 3 ways people destroy their video marketing
  • 3 dos and don’ts of creating videos in my niche
  • The major reason you are not getting any referrals from your videos
  • The smartest way to increase referrals
  • Increasing sales without new customers
  • What to consider whenever you want to repurpose a video content
  • Importance of including a CTA in your videos
  • Utilising your video content using email marketing
  • How to productively market your videos on YouTube

The best way to utilise your videos on LinkedIn

Dec 13, 2019

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…

  • What securing your retirement with ‘unlimited’ investment options is about
  • How to secure your retirement with unlimited investment options
  • About self-directed solo 401k
  • The benefits of using a self-directed solo account for your retirement investment
  • Tax advantages attached with the self-directed solo account
  • Why you should handle your self-directed solo account online
  • 3 dos and don’ts of a self-directed solo account
  • How powerful self-directed IRA’s are in a retirement plan
  • The smartest way to invest in crypto currency with a self-directed IRA account
  • Leveraging a retirement account with non-recourse finance
  • The types of self-directed accounts you should invest in
  • The best investment strategy to get others to invest in your business
  • How to help others invest in your business using retirement accounts with no penalties
Dec 12, 2019

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

Dec 10, 2019

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…

  • The financial gains attached when you align your values and goals with your decisions
  • How to optimise your wealth to gain financial freedom
  • Apart from markets and algorithms, what you need to pay attention to in your financial management
  • 3 mindsets that aid in achieving financial goals
  • 4 behaviours threaten financial security
  • Common definitions of financial success that limit your financial gain and independence
  • Ways companionship aid in financial growth
  • The mistake almost 90% of Americans make with their money and how you can easily avoid it
  • Tools to jumpstart your creditscore and financial success
  • Financial insecurities that affect financial gain
  • 4 crucial questions I ought to ask yourself on the financial road
  • 5 money mistakes I must avoid
  • The easiest way to budget and build a financial plan with an inconsistent pay check
  • Financial lies that people tend to believe that clouds their financial judgement
  • About a financial advisor and the benefits of having one in your business
  • The importance of taking calculated risks and what to do when it fails
Dec 6, 2019

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…

  • Installment sale, 1031 exchange
  • How to avoid paying taxes on real estate transactions
  • The best tax deferral strategy
  • About deferred sales trust
  • How to sell your business and pay no taxes
  • Questions you should ask your tax team about tax deferral strategies
  • 3 must ask questions to ask on every tax deferral process
  • Steps to take to make sure you pay no taxes upon selling your business
  • Working with a tax professional for free to implement tax deferral strategies
  • What you know about estate taxes to save yourself a fortune
  • Legal steps you need to take with DST to ensure safety
  • About 1031 exchange
  • Benefits involved in using 1031 exchange for a real estate investment
  • Risks involved in DST and 1031 exchange
  • The 1031 exchange drawbacks you need to know about
  • Why DST is better than 1031 when it comes to saving you money
  • The best backup strategy for a failed DST and 1031 strategies
Dec 5, 2019

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...

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