The conversation covers the introduction to Schwai and its AI education services, Mendy's transition from real estate to the AI business, the importance of choosing the right AI platform, understanding AI agents and automation, and the process of starting with AI by taking baby steps.

Key takeaways include the ease of learning AI, the importance of starting with a specific task, and the low barrier to entry for learning AI. The conversation covers AI implementation strategies, reverse delegation, automating workflow with AI, AI training and implementation, AI product overview, and security and accuracy in AI. Key takeaways include the importance of AI education, different types of AI implementation, and security and accuracy considerations in AI usage.

Takeaways

• AI is made to be easy and straightforward
• Start with a specific task when learning AI
• Different platforms have different strengths and weaknesses
• AI agents are any form of automation using AI
• Low barrier to entry for learning AI AI education is crucial
• Different types of AI implementation
• Security and accuracy considerations in AI usage

Chapters

• 00:00 Introduction to Schwai and AI Education
• 01:27 Transition from Real Estate to AI Business
• 06:51 Choosing the Right AI Platform
• 12:32 Understanding AI Agents and Automation
• 17:24 Starting with AI: Taking Baby Steps
• 19:09 AI Implementation Strategies
• 21:03 Reverse Delegation and AI
• 22:30 Automating Workflow with AI
• 25:11 AI Training and Implementation
• 27:27 AI Product Overview
• 33:27 Security and Accuracy in AI

Support Our Guest:

If you enjoyed this episode and want to follow Mendy’s journey or learn more about what he’s building, check out his links below:

Connect with Mendy Palace:

Linkedin: Mendy Palace | LinkedIn

Website: https://schwai.com/

Ai Educational Library: SCHWAI Library

Ezekiel Rochat shares his journey from high school website building to founding RocShip, a web design studio. He discusses the importance of niche down, the use of Webflow, the three jobs of a website, web design as architecture, transparent pricing, lead generation, and common mistakes in website building.

Takeaways

• Niche down for clarity and focus
• Clear messaging and call-to-action are essential for effective websites

Chapters

• 00:00 Introduction and Business Beginnings
• 03:00 Niche Down and Webflow
• 08:07 The Three Jobs of a Website
• 13:07 Web Design as Architecture
• 19:05 Transparent Pricing and Lead Generation
• 37:01 Common Mistakes in Website Building

Support Our Guest:

If you enjoyed this episode and want to follow EZ’s journey or learn more about what he’s building, check out his links below:

Connect with Ezekiel "EZ" Rochat:

Linkedin: Ezekiel Rochat | LinkedIn

Website: www.rocship.com

The conversation covers an introduction to tax services, a detailed explanation of cost segregation, tax benefits and depreciation for real estate investors, the nuances of cost segregation, and the concept of risk-adjusted benefit and tax turkeys in taxation.

The conversation delves into the risks associated with popular tax strategies, the impact of social media on tax decisions, the importance of professional consultation, and the significance of proper bookkeeping.

It also explores the tax turkey analogy and the role of accountants in tax planning. Additionally, it highlights the challenges and successes of finding the right people in business.

Takeaways

• Real estate-focused tax services
• Cost segregation study
• Tax benefits for real estate investors Risk Perception vs. Reality
• Importance of Professional Consultation

Chapters

• 00:00 Introduction and Tax Services Overview
• 02:58 Understanding Cost Segregation
• 07:09 Tax Benefits and Depreciation
• 11:07 Nuances of Cost Segregation
• 21:53 Risk-Adjusted Benefit and Tax Turkeys
• 24:03 The Tax Turkey Analogy
• 25:12 The Risks of Popular Tax Strategies
• 28:22 The Impact of Social Media on Tax Decisions
• 30:10 The Role of Accountants in Tax Planning
• 33:03 The Significance of Proper Bookkeeping
• 41:20 Finding the Right People in Business

Support Our Guest:

If you enjoyed this episode and want to follow Bernard’s journey or learn more about what he’s building, check out his links below:

Connect with Bernard Reisz

Linkedin: Bernard Reisz CPA | LinkedIn

Website: www.resurefinancial.com

Email: [email protected]

Links to blog posts:
1. Watch out for Tax Turkeys

1. How to interpret misleading Cost Seg feasibility reports
2. Trusting vs Verifying
3. What you dont see is what you get
4. RE + Cost Seg. a match made in tax heaven

The conversation covers a wide range of topics related to business, sales, networking, and personal growth.

Eli Treff shares insights on common filing mistakes and the impact they have, while Ami Morgenstern discusses the philosophy of sales and the importance of building long-term relationships. The conversation also delves into networking strategies, individuality in sales, and the challenges of giving and receiving criticism.

Additionally, the impact of short-form content and the importance of authenticity in content creation are explored. The conversation delves into the art of sales and relationship building, emphasizing the essence of understanding objections, pricing, and value proposition. It also explores the significance of building and maintaining client relationships, the long game in sales, and the role of effective communication and pattern interruptions in sales strategies.

Takeaways

• Building long-term relationships is crucial in sales.
• Individuality and authenticity are important in content creation.
• Understanding objections and objections in sales
• The importance of trust and long-term thinking in sales

Chapters

• 00:00 Introduction and Company Overview
• 08:22 Networking Strategies and Personal Growth
• 16:03 Impact of Short-Form Content and Constructive Criticism
• 21:21 The Art of Sales and Relationship Building
• 28:15 Pricing and Value Proposition
• 36:11 The Long Game in Sales
• 41:12 Effective Communication and Pattern Interruptions

Support Our Guest:

If you enjoyed this episode and want to follow Eli’s journey or learn more about what he’s building, check out his links below:

Connect with Eli Treff

Linkedin: Eli Treff | LinkedIn

Website: www.nucofilings.com

Email: [email protected]

Eli Glueck, the founder of FundRight, discusses the role of FundRight in helping small to medium-sized businesses access capital from regular banks.

He shares insights into the financial industry, personal growth, and the value of a broker in simplifying business processes.

Eli emphasizes the importance of having a strategic mindset when borrowing and the role of a consultant in guiding clients through the lending process.

He also discusses the impact of lending on business growth and the importance of clarity and transparency in business operations.

Additionally, Eli provides insights into SBA programs, industry restrictions, and the importance of simplicity in business operations. He concludes by highlighting the role of a line of credit in business operations and the importance of defining company culture for customer care and satisfaction.

Takeaways

• The role of a broker is to simplify business processes and provide clarity and transparency in the lending process.
• Having a strategic mindset when borrowing and involving clients in the lending process is crucial for business success.

Chapters

• 00:00 Introduction to FundRight
• 06:24 The Approach to Lending
• 11:45 The Approach to Client Service

Support Our Guest:

If you enjoyed this episode and want to follow Eli’s journey or learn more about what he’s building, check out his links below:

Connect with Eli Glueck

Linkedin: Eli Glueck | LinkedIn

Phone: 929.348.6879

The conversation delves into the complexities of wealth management, the impact of stress and worry on financial decision-making, and the importance of clarity and intention in financial planning.

It also explores the emotional aspects of financial transitions and the habitual nature of financial behavior, shedding light on the subconscious drivers of financial decision-making.

The conversation covers topics related to self-control and budgeting, tax-free exit strategies, retirement vehicles and tax strategies, and marketing and impact.

The takeaways include the importance of self-control and budgeting, as well as learning from past mistakes. Each chapter explores these themes in detail, providing valuable insights for the audience.

Takeaways

• Wealth management simplifies complex financial matters
• Stress and worry stem from a lack of clarity and control Self-control and budgeting
• Learning from past mistakes

Chapters

• 00:00 Understanding Wealth Management
• 06:05 The Roadmap to Financial Planning
• 17:26 Addressing Stress and Anxiety in Financial Management
• 24:16 The Habitual Nature of Financial Behavior
• 31:40 Tax-Free Exit Strategy
• 36:55 Retirement Vehicles and Tax Strategies
• 47:19 Marketing and Impact

Support Our Guest:

If you enjoyed this episode and want to follow Michael’s journey or learn more about what he’s building, check out his links below:

Connect with Alex Judd

Linkedin: Michael Minnella, ChFC® | LinkedIn
Email: [email protected]

The conversation explores the intersection of business and faith, emphasizing the commitment to excellence, love, and service as a strategy for glorifying God. It then delves into the challenges of growth, leadership, and the importance of owning weaknesses for personal and business growth. The focus on internal locus of control and an input-driven mindset is highlighted as a key factor for success.

The conversation covers topics such as comparison being a losers game, leadership skills, empowerment through leadership, qualities of a great leader, adaptability in leadership, treating employees and leadership, leadership accountability, lessons from previous work experience, leadership and collaboration, the power of mission and belief, learning from the Orthodox Jewish community, and expanding Path for Growth offerings.

Takeaways

• Commitment to excellence and love as a strategy for glorifying God in business
• Owning weaknesses and focusing on internal locus of control for personal and business growth Comparison is a loser's game
• Leadership is essential for business growth

Chapters

• 00:00 Building a Business that Glorifies God
• 06:24 Balancing Growth and Service Quality
• 13:03 Owning Weaknesses and Overcoming Challenges
• 19:50 Internal Locus of Control and Growth Mindset
• 27:17 Focusing on Input and Internal Control
• 33:29 Empowerment Through Leadership
• 38:44 Treating Employees and Leadership
• 46:33 Leadership and Collaboration
• 53:32 Learning from the Orthodox Jewish Community

Support Our Guest:

If you enjoyed this episode and want to follow Alex’s journey or learn more about what he’s building, check out his links below:

Connect with Alex Judd

Website: Path for Growth | Coaching for Impact-Driven Leaders

Linkedin:
- Alex Judd | LinkedIn
- Path for Growth | LinkedIn
Instagram:
- Instagram | Alex Judd
- Instagram | Path for Growth

The conversation covers the discovery of purpose, work-life integration, understanding financial basics, and the impact of a mission-minded approach on personal and business growth.

It also delves into the role of a CFO, the importance of financial reports, and the challenges of business growth.

The chapters explore the journey of Fulling Management & Accounting, the significance of purpose, and the integration of personal and business purpose. The conversation delves into the importance of caring in leadership, emphasizing the need to take care of clients, vendors, and employees. It also highlights the significance of staying grounded and focused on the mission, as well as the concept of selling by serving as a powerful mindset for business success.

Takeaways

• Purposeful mission
• Understanding financial basics Leadership is about caring for the people you serve and those around you.
• Selling by serving is a powerful mindset for business success.

Chapters

• 00:00 Discovering Purpose
• 06:03 Defining Personal and Business Purpose
• 11:05 Communication Styles and Financial Reports
• 16:09 Preparing for Business Growth
• 22:24 Overcoming Business Challenges
• 28:39 The Importance of Caring in Leadership

Support Our Guest:

If you enjoyed this episode and want to follow Rusty’s journey or learn more about what he’s building, check out his links below:

Connect with Rusty Fulling

Website:

- Fullingmgmt.com

- Rustyfulling.com

Linkedin: Rusty Fulling | LinkedIn

The conversation covers the journey of Jacob Fischman from his early career to becoming an insurance broker, as well as an in-depth exploration of different types of insurance and their significance for businesses.

The discussion also delves into the importance of expertise in sales and the value of understanding the products being sold.

The conversation covers the importance of understanding the product, the value of insurance, and the benefits of networking through BNI. It also delves into the significance of building relationships in sales and the balance between work and personal life.

Takeaways

• Insurance is essential for businesses, and understanding the different types of insurance is crucial for business owners.
• Expertise and understanding of the products being sold are key factors in successful sales and networking. Understanding the product
• Value of insurance
• Benefits of networking through BNI
• Building relationships in sales
• Balance between work and personal life

Chapters

• 00:00 The Journey to Insurance Brokerage
• 06:29 Transition to Sales and Move to Florida
• 18:08 Professional Liability and Other Insurance Types
• 28:01 Insights on Sales and Expertise
• 37:36 Understanding the Product and Its Value
• 45:19 Insurance Refunds and Education
• 59:13 Sales Approach and Building Relationships
• 01:09:51 Balancing Work and Personal Life

Support Our Guest:

If you enjoyed this episode and want to follow Jacobs’s journey or learn more about what he’s building, check out his links below:

Connect with Jacob Fischman:

Phone: 347.451.4225

Email: [email protected]

The conversation delves into Cherry's A/P automation software, its niche focus on the healthcare industry, and the unique challenges of accounts payable in healthcare.

It also explores the aspirations and career goals of the salesperson, emphasizing the importance of coaching, mentorship, and personal discipline in sales.

The discussion highlights the evolution in the sales approach, the significance of continuous learning, and the journey of personal growth and development in the sales profession.

The conversation delves into the topics of pricing, sales, customer service, personal discipline, and the pursuit of excellence. It emphasizes the importance of showing up, the fallacy of perfection, and the value of learning from failures.

The discussion also touches on the significance of setting realistic goals, taking responsibility, and the pursuit of personal growth and discipline.

Takeaways

• Sales Process Streamlining
• Niche Market Focus Perfection is not necessary, showing up is key
• Confidence in sales comes from experience and learning

Chapters

• 00:00 Introduction to Cherry's Sales Automation
• 06:31 Cherry's Applicability to Various Industries
• 12:33 Entrepreneurial Aspirations
• 18:00 Starting Out in Sales
• 25:29 Overcoming Fear in Sales
• 37:24 Negotiation and Bandaging
• 01:15:26 Building Confidence in Sales and Sharing Knowledge

Support Our Guest:

If you enjoyed this episode and want to follow Betzalels’s journey or learn more about what he’s building, check out his links below:

Linkedin: Betzalel Scheinfeld | LinkedIn