In this 20 minute interview, Lynn Fulks, Principal Partner of Upstart Group LLC, discusses the tried and true methods er firm uses to help businesses develop effective marketing and branding campaigns. She explains a 3 stage process that requires thought and research (and investment) before resorting to tactics, and why most campaigns are doomed from the start.

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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com

Lynn: I know most newer CEOs think of marketing as “the tactics”, it’s advertising, public relations,  it’s social media, it’s an email marketing campaign, but for marketing strategy there are three pieces: research, foundation, and then tactics and campaigns. And those marketing tactics are what I just talked about, advertising, PR, et cetera. And they should come last after you’ve done the other work. So, taking a firm’s strategic plan for the next three to five years, with an exit strategy defined, and then looking at the business plan for the upcoming year, what goals and objectives do they have outlined for the business in order to achieve their strategic plans, we’re gonna develop a strategic marketing plan to help meet those goals and objectives, and the first step in that is research.

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Jim Brubaker shares tips, ideas and precautions in the area of Financial Planning for after your business sells.

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Joe Nicassio discusses a checklist of items you should be considering for your marketing efforts.

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Swami Tirtha is the Author of "The Hip Guru's Guide", and for the past 40 years he has been helping business owners and their families with natural health and stress management.

Chris King is an issue resolution specialist & authentic presenter. He focuses no increasing the emotional quotient of your business and getting the most out of your employees. 

Chris Bond of Murphy Business Financial Corp. discusses a recent business sale and the common needs of businesses to "survive" the founder to transfer successfully.

Transcript: 

Chris: Surviving the exit of the founder or the operators, that's the biggest key, and every client project I work on is heavily weighted toward good will, so the value is often in the name, the brand, the phone number, the web address, and a lot of what the founder or operator has built. So, it's difficult to transfer that. I've got a deal right now, a signed purchase and sale agreement, all ducks in a row, all pieces negotiated, lawyers have done their parts, the one snag is: final piece of financing for the buyer, and getting a bank to be comfortable with how heavily weighted this small publishing company is on the founder's knowledge as opposed to the books, and that's a challenge. We've got multiple banks looking at it, trying to get one of them comfortable with the buyer, who is so savvy and so talented that he's going to be able to grow the business beyond what the founder's built, never mind maintain what he's built. 

Angelo Poli is the founder of MetPro, an evaluation-based health coaching program specializing in physical transformations. Today he is going to talk about the metabolism and the ecosystem of transforming. Understand the role nutrition, exercise, and your personal metabolism play in transforming. Through this topic, you'll learn the best “starting actions” a person can take who wants to improve their body or health.

Questions we discussed the answers to:

Chris Sprague of the Chris M. Sprague Team, discusses how  finding your "zero point" is the key to reducing frustration, increasing performance and happiness.

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