Ask Brien Show

Welcome to the Ask Brien Radio Show with hosts Peter Bronstein and Traci DeForge. This engaging episode delves into Chris Skates' multifaceted career, exploring his evolution from a chemist to a successful writer and political advisor. Chris recounts his experiences writing for the Governor of Kentucky and the Trump administration, offering insights into the world of political speechwriting. The discussion takes an emotional turn as Chris shares his battle with leukemia and how it inspired him to publish his grandfather's story. The hosts and Chris also touch on the changing landscape of publishing and offer advice for aspiring writers.

IN THIS EPISODE: 

(00:00) Intro and show background

(09:08) Chris Skates' transition from chemist to full-time writer

(19:25) Speechwriting and political appointments

(24:36) Writing for the President and Vice President

(26:19) Dramatic health crisis and rare leukemia diagnosis

(30:51) New book “Moonshine over Georgia”

(34:48) Self-publishing vs traditional publishing advice

KEY TAKEAWAYS:

• Persistence and adaptability are crucial for transitioning from one career to another
• Political speechwriting requires a deep understanding of policy issues and the ability to quickly adapt to high-pressure situations.
• Self-publishing offers more control and potentially better returns for authors compared to traditional publishing in today's market.
• Personal experiences and family history can serve as powerful inspiration for compelling storytelling and book ideas.

LINKS MENTIONED:

Chris Skates Twitter

Facebook: Chris Skates

Amazon: Chris Skates Author Page

Amazon: Chris Skates Books

BIO 

Chris Skates, former speechwriter and policy advisor for two administrations, and a Chemist for 30 years, is the author of four novels and over 300 articles and short stories. Chris is a throwback to old Southern cultural traditions based in faith, history, tradition and regional cuisine. Chris was born in Georgia and has been a resident of 5 Southern states and 25 towns in his lifetime. Chris currently resides in Kentucky with his wife, adult children and two grandchildren. His life's journey has allowed him to know a broad variety of characters and personalities which are woven into the tapestry of his stories. Those stories are engaging, rich, and often witty, transporting the reader to a different place and time. His writing draws on his experiences as a nearly constant "new kid in town", his background in science, as well as his love of reading on a broad variety of topics.

This week on the Ask Brien radio show, we're thrilled to welcome Andrew Brown, CEO and co-founder of Tool Fetch, a one-stop shop for tradespeople's equipment needs. Andrew shares his inspiring journey from a tech professional to a leading advocate for the skilled trades industry. Discover how the events of 9/11 shaped his entrepreneurial path and learn about the challenges he faced in building a successful e-commerce business in 2001 and the critical shortage of skilled workers in various trades. Tune in to explore the importance of mentorship and the vast opportunities within the skilled trades sector.

IN THIS EPISODE: 

(00:00) Introduction to Ask Brien radio show

(08:13) Andrew Brown's background and founding of Tool Fetch

(14:15) Challenges of starting an e-commerce business

(18:35) The importance of mentorship in business

(24:58) Skilled trades industry overview and opportunities

(29:40) Skilled Trades Advisory Council and conclusion

KEY TAKEAWAYS:

• Entrepreneurial Resilience: Andrew emphasizes the need for belief in oneself and persistence, especially when facing initial setbacks like not making money in the first year.
• Mentorship Matters: The value of seeking guidance and surrounding oneself with the right people is crucial for business growth.
• Skilled Trades Opportunities: With a significant shortage in skilled trades, Andrew advocates for these careers as viable and lucrative opportunities.

LINKS MENTIONED:

Tool Fetch Website

Tool Fetch YouTube Channel

Andrew Brown on LinkedIn

Lost Art of the Skilled Trades Podcast

Vistage Website

BIO 

Andrew Brown is the CEO and co-founder of Tool Fetch, an e-commerce platform specializing in tools and equipment for the skilled trades. With a background in technology, Andrew transitioned into entrepreneurship following the events of 9/11, driven by a passion for supporting tradespeople. He is actively involved in the Skilled Trades Advisory Council, advocating for the recruitment and retention of skilled workers.

The Ask Brien podcast dives  into entrepreneurship and business success with host Peter Bronstein and co-host Alex Grossman. Alex shares his wealth of knowledge gained from various business ventures. The discussion covers key challenges faced by entrepreneurs, essential steps for business success, and the importance of proper business structure. Peter Bronstein adds valuable legal perspectives, while the team explores retail business intricacies and the significance of market research. The episode provides a comprehensive guide for aspiring and current business owners.

IN THIS EPISODE: 

• [5:55] Challenges of entrepreneurship and business ownership
• [12:49] Legal structures for businesses explained
• [21:18] Marketing strategies for small retail businesses
• [30:45] Resources for aspiring entrepreneurs
• [34:35] Key people and skills needed when starting a business

KEY TAKEAWAYS:

• Thorough market research and understanding your target demographic are crucial for business success, especially in retail.
• Proper business structure, such as forming an LLC or corporation, can protect personal assets and limit liability.
• Entrepreneurs must be prepared to work long hours and face challenges, but the potential for building a valuable asset makes it worthwhile.
• Surrounding yourself with key professionals, particularly in finance and legal areas, is essential for navigating business complexities.

LINKS MENTIONED:

AskBrien.com

Google Business Services

Yelp for Business

BIO 

Alex Grossman is an experienced entrepreneur with a diverse background in retail, manufacturing, and software development. His current focus is on retail business operations. Alex brings valuable insights from his experiences as an inventor, innovator, and business owner across various industries. His practical approach to entrepreneurship and market analysis provides listeners with actionable advice for their own business ventures.

The Ask Brien podcast welcomes Dr. Gina Williams, CEO of Mobility Health Physical Therapy, to discuss the importance of work-life balance and physical well-being for entrepreneurs. Hosts Peter Bronstein and Traci DeForge delve into Dr. Williams' transition from working in a "physical therapy factory" to founding her own mobile physical therapy practice. The conversation covers the benefits of delegating tasks, maintaining work-life balance, and practical tips for office ergonomics. Dr. Williams shares insights on scaling a business while prioritizing quality care and personal well-being, offering valuable advice for entrepreneurs in any field.

IN THIS EPISODE: 

• [7:52] Dr. Gina's journey from burnout to business owner
• [13:30] Mobility Health Physical Therapy's unique approach
• [21:20] Balancing work and personal life as an entrepreneur
• [26:50] Office ergonomics: Tips for staying healthy at your desk
• [35:26] Telemedicine expansion plans

KEY TAKEAWAYS:

• Personalized care is at the heart of Mobility Health Physical Therapy, offering flexibility with in-home visits and telehealth services.
• Delegation is crucial for scaling a business—hiring a virtual assistant can significantly boost productivity and income.
• Maintaining a work-life balance is essential for entrepreneurs, allowing them to attend to family needs without guilt.
• Regular breaks and proper ergonomics are crucial for maintaining physical health and flexibility during long workdays.

LINKS MENTIONED:

Mobility Health Physical Therapy

About Dr. Gina Williams

Dr. Gina Williams - LinkedIn

Dr. Gina's Podcast: Health, Wealth and Relationships Thriving in the Balancing Act

Sacral Relief Cushions on Amazon

AskBrien.com

BIO 

Dr. Gina Williams is the CEO of Mobility Health Physical Therapy, a practice dedicated to providing personalized care through mobile and telehealth services. With a passion for helping others and a commitment to flexibility, Dr. Gina has built a business that supports both her clients' health and her family's needs. Her journey from a high-pressure work environment to successful entrepreneurship is a testament to her dedication and vision.

In this episode of the Ask Brien podcast, host Peter Bronstein and guest-host Alex Grossman dive into the crucial topic of corporate compliance for small businesses. They’ll explore the intricacies of the Corporate Transparency Act, which requires businesses to file a Beneficial Ownership Information Report. They break down who needs to file, the penalties for non-compliance, and how to complete the filing process. The conversation also covers other vital compliance tasks, including maintaining corporate minutes, appointing a registered agent, and filing annual reports with the Secretary of State.

IN THIS EPISODE: 

• [10:35] Who needs to file beneficial ownership reports
• [15:34] Penalties for failing to file reports
• [19:58] How to file beneficial ownership reports
• [24:26] The importance of corporate minutes and resolutions
• [29:17] Consequences of not keeping proper records
• [32:13] Four key compliance requirements for businesses
• [34:45] Legal Steps compliance package details

KEY TAKEAWAYS:

• Corporate Transparency Act Surprise: The new law targets small businesses, not big corporations. Companies formed through state secretaries must file a Beneficial Ownership Information report by December 31, 2024, or face steep penalties.
• Minutes Matter for LLCs: While not legally required, keeping minutes for LLCs can protect owners from personal liability. This simple practice could be the difference between financial safety and personal ruin in a lawsuit.
• One-Stop Compliance Solution: Legal service providers now offer comprehensive corporate compliance packages. These bundles can include Beneficial Ownership reports, annual minutes, registered agent services, and state filings - simplifying the process for busy entrepreneurs.

LINKS MENTIONED:

FinCEN Website

In this episode of the Ask Brien podcast, hosts Peter Bronstein and Traci DeForge welcome executive leadership coach Corey Anker. Corey shares insights from his 15 years of experience coaching high-performing leaders across various industries. The conversation covers a wide range of business topics, including the transition from solopreneur to team leader, overcoming fears associated with scaling, and developing a healthy relationship with money. Corey provides practical advice on team building, succession planning for family businesses, and the importance of systems in creating a business that isn't founder-dependent. Then, Peter and Traci engage in role-playing scenarios, allowing Corey to demonstrate his coaching approach in real-time.

IN THIS EPISODE: 

• [6:57] Meet Corey Anker: Background and coaching experience
• [11:57] The coaching process and client relationships
• [21:43] Money mindset and business investment strategies
• [25:35] Common challenges entrepreneurs face
• [34:51] Building successful teams and closing thoughts

KEY TAKEAWAYS:

• Scaling a business requires trust, sufficient support, and proper training for new team members
• A healthy relationship with money views it as a tool rather than tying it to self-esteem or security
• Transparency and open communication are crucial when planning succession in family businesses
• Building a successful team involves aligning team members' skills and desires with the company's mission and ensuring they are coachable

LINKS MENTIONED:

Ankerline Coaching and Consulting

Corey Anker's LinkedIn

Corey Anker's email: [email protected]

"Good to Great" by Jim Collins

BIO 

Corey Anker is an executive leadership coach with 15 years of experience supporting high-performing leaders in various sectors, including real estate and finance. Prior to his coaching career, Corey had a 20-year career in voiceover work, doing commercials for TV, radio, and animation. He brings a unique blend of communication skills and empathy to his coaching practice, helping leaders navigate complex business challenges and personal growth.

In this episode of the Ask Brien podcast, hosts Peter Bronstein and Traci DeForge welcome Patricia Pinckney, founder of Rima Strategy. Patricia Pinckney shares her journey from working with marketing powerhouses like Procter & Gamble and Coca-Cola to founding her own strategy firm. The discussion covers the challenges of starting a business, the importance of research in strategy development, and the evolving landscape of marketing in the digital age. Patricia offers insights on how small to medium-sized businesses can leverage affordable research methods and adapt to rapid technological changes. The episode also touches on the significance of human-centered strategies in today's fast-paced business environment.

IN THIS EPISODE: 

• [5:41] Patricia's background with marketing powerhouses
• [11:27] The biggest challenge in starting Rima Strategy
• [16:30] Building effective teams for clients
• [22:38] Social media metrics beyond likes/followers
• [24:27] Adapting to rapid change in a business landscape
• [28:50] How to connect with Patricia
• [32:27] Why all companies need to change and adapt

KEY TAKEAWAYS:

• Research and data collection for small businesses have become more accessible and affordable through secondary research and AI-powered tools.
• Social media metrics should be used strategically to gauge audience response and refine marketing strategies, rather than focusing solely on likes and shares.
• Adapting to rapid change is a significant challenge for businesses, with demographics, technology, and decentralization of information being key areas of focus.
• Incorporating human-centered strategies and mindfulness practices can help businesses navigate change more effectively and foster innovation

LINKS MENTIONED:

RIMA Strategy - Website

Patricia Pinckney - LinkedIn

BIO:

Founder of the U.S. Latino Cultural Competence Institute. 20 years international and multicultural experience in marketing, operational efficiency, and executive guidance. Expert in Latino markets and the new multicultural mainstream. Marketing executive at Procter & Gamble, Coca Cola, BBVA. Expert in the application of big company strategies to smaller ventures.

In this episode, hosts Peter and Traci chat with Kevin Waldher, CEO of Wealth Retention Strategies, to explore how his firm helps clients minimize tax exposure, maximize charitable giving, and build customized financial plans. Learn how to assess your current financial position, identify potential risks, and implement strategies to protect and grow your wealth. Whether you’re a business owner or an individual seeking to preserve your assets, this conversation is packed with valuable insights. Visit WealthRetentionStrategies.com to connect with Kevin and learn more about his innovative approach to wealth retention.

IN THIS EPISODE: 

• [4:43] Meet Kevin Waldher: Tax Strategy Expert and Charitable Planning Specialist
• [7:30] Charitable LLC Tax Strategy: An Overview for Business Owners
• [15:15] How the Charitable LLC Strategy Works: Key Steps and Benefits
• [23:51] Compliance Requirements for Charitable LLCs: Staying Within Legal Boundaries
• [30:38] Comparing Charitable LLCs and 1031 Exchanges: Which Is Right for You?

KEY TAKEAWAYS:

• An LLC with charitable intent can help eliminate up to 99% of tax exposure on high-value asset sales while providing a significant charitable deduction.
• This tax strategy allows asset sellers to maintain control of proceeds for up to 90 years while eliminating most capital gains and estate tax liabilities.
• The strategy requires strict compliance measures, including third-party appraisals, annual audits, and proper asset valuation to maintain IRS compliance.
• Compared to 1031 exchanges, this method offers superior tax benefits by eliminating rather than deferring taxes and providing a full depreciable basis on new asset acquisitions.

LINKS MENTIONED:

Wealth Retention Strategies Website

Kevin Waldher - LinkedIn

BIO 

Kevin Waldher has 40 years of real estate development and business experience with over 500 projects under his belt. With that experience he has a high attention to detail on how to properly structure each transaction to mitigate liability while minimizing tax implications. This experience in structuring transactions has put individuals and businesses in the most advantageous tax position, whether that be via utilizing the Charitable LLC, 1031 exchange or conventional sales transactions. He also has owned and managed both Mortgage and Finance companies as well as a successful General Contracting company in Arizona. With this breadth of business experience his passion lies in helping others structure each transaction to dramatically enhance the overall ROI and reducing and/or eliminating the heavy tax burden we all must contend with in this current confiscatory tax environment.

In this episode of the Ask Brien radio show, hosts Peter Bronstein and Traci DeForge dive into the world of podcasting. Traci is a podcasting expert, sharing insights from her experience as the Founder and CEO of Produce Your Podcast, a full service podcast production agency. This episode provides a comprehensive look at podcasting from a business perspective. Traci and Peter explore topics such as determining podcast goals, content creation, distribution strategies, and audience growth. They also explore the differences between entertainment-driven podcasts and business-focused ones, emphasizing the potential for revenue generation even with smaller audiences. If you are an entrepreneur interested in starting a podcast to market your business, this episode is a must-listen. 

IN THIS EPISODE: 

• [07:52] Traci DeForges's Background in Podcasting: Traci shares her journey, starting with her first podcast, "Journey To There," and how it shaped her expertise.
• [09:13] Basics of Podcast Production: Learn the essential steps in podcast production, from setting business goals to creating marketing materials.
• [15:48] Podcast Discovery and Growth Strategies: Explore how to optimize your podcast for discovery on platforms like Apple Podcasts and Spotify.
• [21:28] Podcast Monetization for Businesses: Discover how niche podcasts can drive revenue and why 73% of listeners act on host recommendations.
• [28:24] Finding Specific Podcasts: Get tips on searching for niche podcasts and a cautionary note on artificial growth services.

KEY TAKEAWAYS:

• Before starting a podcast, business owners should determine their goals and desired outcomes to ensure the podcast serves as an effective tool for visibility, lead generation, and revenue growth.
• Podcast production involves multiple steps, including strategy development, recording, editing, distribution, and marketing, all of which contribute to a podcast's success.
• Optimizing podcast metadata, including show titles, episode descriptions, and tags, is crucial for improving discoverability across various podcast platforms.
• Business-focused podcasts can drive significant revenue with smaller, niche audiences, as 73% of podcast listeners take action on products or services recommended by hosts.

LINKS MENTIONED:

Produce Your Podcast Website  

Produce Your Podcast YouTube

Produce Your Podcast LinkedIn

Produce Your Podcast Instagram

ABOUT:

Traci DeForge is a renowned podcasting expert and the founder of Produce Your Podcast. With a career spanning over a decade, Traci has helped countless businesses leverage podcasting to achieve their goals. Her first podcast, "Journey To There," launched in 2016, explores the intersection of personal and business growth. Traci is passionate about guiding businesses to success through strategic podcasting.

Produce Your Podcast: The team at Produce Your Podcast has more than 30 years of experience building and executing successful marketing campaigns and business development strategy for startups to Fortune 500 companies. As an agency specializing in podcast production and marketing, we understand the ideation and innovation required to leverage your podcast as an effective marketing tool and we have a proven track record in delivering exceptional results at every stage of your podcasting journey.

In this episode of the Ask Brien podcast, hosts Peter and Traci welcome Ernesto Calleri and Barbara Wardell, co-founder of Calleri and Wardell, a geofencing advertising agency. The guests share their journey from diverse backgrounds into the world of location-based digital marketing. This insightful discussion explores how geofencing technology is revolutionizing small business advertising and customer acquisition.  Ernesto and Barbara explain how their proprietary platform allows them to target potential customers based on their physical location and provide detailed foot traffic analysis. They discuss the challenges they faced in building their business, including issues with technology providers and the need for constant innovation. The episode also touches on the importance of client relationships, competitive exclusivity, and the future of digital marketing in the context of AI advancements.

IN THIS EPISODE:  

• [5:19] Barbara and Ernesto’s background before co-founding Calleri and Wardell
• [11:48] Understanding Geofencing Technology: How GPS satellites create virtual fences around competitors, targeting potential customers with precision
• [17:21] Customer Journey and Foot Traffic Studies: Barbara shares their unique approach to onboarding clients and conducting foot traffic studies for tailored strategies
• [24:50] Challenges in Launching the Business: The obstacles faced by Calleri and Wardell and how they overcame them to ensure client success
• [29:56] Future Plans and Expansion: Ernesto and Barbara discuss their plans for a self-serve platform and international expansion

KEY TAKEAWAYS:

• Precision Targeting: Geofencing allows businesses to draw virtual boundaries around competitors, targeting potential customers with pinpoint accuracy. This approach helps small businesses increase foot traffic and visibility.
• Data-Driven Insights: Proprietary foot traffic studies provide invaluable data, enabling businesses to understand local market dynamics and make informed decisions about location and strategy.
• Commitment to Exclusivity: Calleri and Wardell's promise of not working with competitors in the same area builds trust and ensures tailored support for each client, fostering strong relationships and effective marketing.

LINKS MENTIONED:

Calleri Media website: www.cullarimedia.com

BIOS

Ernesto Cullari is a writer, commercial photographer and commercial director, as well as our Chief Marketing Officer. He's experienced at managing all aspects of content creation and digital ad creation, ad management, distribution, and optimization. He is a pioneer in the field of geofencing.

Throughout 2021, he was the weekly on-air side-kick on 710 WOR for Josh Jalinski, The Financial Quarterback™. Ernesto was the producer for The Financial Quarterback™ weekly YouTube Live as well.

Ernesto was head of artist development for the Platinum-selling, and Grammy Award-winning team KNS Productions: whose successes include 3LW, Britney Spears, Lady Gaga, and The Back Street Boys. He's an ASCAP songwriter who has had hits on Disney Radio and Country radio.

His editorial writing is featured on Fox News, and he is a weekly columnist in the triCityNews. In 2012, Ernesto was Monmouth County's GOP nominee for US Congress.

Ernesto's marketing, directing and photography clients include The Original Soupman™ of Seinfeld fame, Hynt Beauty, One Over One, Well Within Beauty, si SKIN Organics, PaQuí Tequila, Natural Nuance, Otteroo Baby, Juniper & Pine, Bonnet Creek Resorts, Kiwabi, Celebrity Colorist Kazumi Morton, Salon Kazumi Beverly Hills, Chef David Burke, No Bull Burger, and many more notable brands, restaurants, and chefs.

He's also cofounder of Cullari Media.

Barbara Wardell is a seasoned marketing and ad professional who left behind a very successful career in the specialty medicine world to become a disruptor on behalf of small businesses. 

She has a hunter-gatherer mindset she uses to guide Cullari & Wardell. Barbara focuses on what makes her clients strong and their competition weak. She then uses GPS location data to match would-be customers to her client’s strengths, thereby both hunting and gathering. The measurable results in terms of increased foot traffic and online conversations are game-changing. Beyond her professional pursuits, Barbara is a proud mother of two outstanding young men, balancing her role as a dedicated businesswoman with a passion for enjoying life to the fullest and spending quality time with family and friends.

At Cullari Wardell, her focus is on client relationships and the performance of each account. She's committed to ensuring every client performs at their optimal level.