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Blueprint for Wealth
Blueprint for Wealth episodes
- 35 min
- Management Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorOn this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans and interviews Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorTo learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/ofjJcGn0mPA37 min
- Board of Advisors + Jim Schleckser – CEO & Founder of The CEO ProjectOn this segment of Blueprint for Wealth, Wayne Zell discusses Board of Advisors, and interviews Jim Schleckser – CEO & Founder of The CEO Project."Our CEO peer groups consist of CEOs running large enterprises with revenues ranging from $20M to over $2 billion in annual revenue. They’re humble learners who are committed to continuous improvement and legacy impact.They have control over their schedule, so they can travel and meet the requirements of membership. And they come from a broad range of companies based on size, business model, and industry. In fact, business diversity is one of the unique characteristics of our approach – as many groundbreaking ideas come from lateral thinking from other industries.We have a national membership of about 100 CEOs who are formed into non-competitive groups of 8-10 members. Our small group size, compared to other CEO peer networks, ensures each member receives plenty of time on the critical issues that can drive their businesses forward."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/nPOOPa3WB6o43 min
- Alternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrust
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, and interviews Mimi Duff – Managing Director, Senior Client Advisor at GenTrust.
"GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.
GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/T48bw8Kq7vs
31 min - Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen.
"GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. GenTrust is nationally certified by the Florida State Minority Supplier Development Council as a Minority Business Enterprise."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/dQXBsbVXp30
42 min - What You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John Burton
On this segment of Blueprint for Wealth, Wayne Zell discusses What You Need to Know About Selling Your Business, followed by an interview with Serial Entrepreneur, Venture Capitalist, and Former CEO of Nintex and Updata Ventures, John Burton.
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/-aBI_nEyqxo
37 min - Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis
On this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis.
"TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/TkeJwoHD9Y0
25 min - Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker
On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker.
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/jkOmJXHy7e8
31 min - 2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro
On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro.
"The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/4ILWqTaQpRw
35 min - Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen.
"GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.
GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors.
GenTrust is nationally certified by the Florida State Minority Supplier Development Council as a Minority Business Enterprise."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/dQXBsbVXp30
42 min
About Blueprint for Wealth
From the publisher's feed
FOR Entrepreneurs Who Want to Exit Big.
Wayne Zell interviews a diverse range of experts and entrepreneurs, providing listeners with valuable insights into business…
success.
The show aims to educate and empower other entrepreneurs to achieve their the most for themselves, their employees and their families. The podcast covers topics such as business exit strategies, increasing the value of your company, leadership, business culture, and asset protection planning. Through engaging discussions and expert advice,
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Business Law and Exit Planning, Complex Estate Planning, Asset Protection & Tax Strategy
Wayne Zell - Exit Planner | Attorney | Tax Expert | CPA | Author | Speaker
Wayne is a nationally recognized thought‑leader in exit planning, management succession, tax, and estate planning, backed by 40+ years of experience guiding entrepreneurs and high‑net‑worth families through complex transitions. As a client, you benefit from his award‑winning insight, sophisticated tax‑efficient strategies, and clear, practical guidance for your most sensitive business and estate matters.