Exit Coach Radio

Exit Coach Radio

By Exit Coach Bill BlackBusinessManagement
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Exit Coach Radio episodes

  • KJ Trapp - Train Your Smartphone & Grow Your Business

    We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest.
     
    Transcript:

    KJ: Probably the most asked question, which is probably 95% of the time, is: how do I engage into a prospect the minute we turn around and walk away from each other? Because most people say, "I’m not good at follow-up,” and that’s professionals across the board. And we do start with the memo pad, having a short memo that you can send to them in a text, saying, it was a pleasure meeting you, and please look forward to a one-time email. And you say the word one-time because it relaxes their mind and it makes them think you’re not a spammer. And then you follow up with an email saying, as promised, here’s an email. And if you can do that immediately when walking away, you’ll get a lot more respect, people will want to do business with you more often.  

    To hear more tips from over 750 Advisors, visit exitcoachradio.com

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
     

    1 min
  • Richard Del Monte - A Place of Possibility

    Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

    We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .

    Transcript 

    Richard: The first thing you have to do, I think, that's important, is to make sure that the family documents and understands their shared history. Where the family came from, how they got there. You know, a lot of times that doesn't get documented, doesn't get shared with the kids. They say when somebody dies it's like a library burns down, all that wisdom, all that potential mentorship is lost for all future generations of the family. And so, we make sure and gather that, we capture it, we interview the parents, we do video interviews, audio interviews. We create what we call a family vision statement that tells the next generation, "Okay, this is how we got here, this is what we believe is important, these are the values and the experiences that made us successful, this is what we want you guys to know going forward. Now, it's your turn to figure out what you're gonna do with your life. Here's the baton."

    To hear more tips from over 750 Advisors, visit exitcoachradio.com

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

      

     

    1 min
  • Ron Berglas - Parental Alienation Syndrome (E0117)

    Ron Berglas is producing a television show for KVCR TV on Parental Alienation Syndrome, which is when, in a high-conflict divorce, one parent tries to turn the children against the other parent. Specifically, it is about the deficiencies in the therapeutic and judicial system that serves to make a bad situation much, much worse.
    Questions Answered: 
     

    1) What is Parental Alienation Syndrome?
    2) Why do therapists keep getting it wrong and what can they do to get it right? 
    3) What can targeted parents do to get their children back?

    Contact Info: 


    Bonus Material: 


    Listeners can go to Ron's fund raising website on Indiegogo:
    http://igg.me/at/endPAS where they can make a tax-deductible donation.



    If you haven't already gone to court, consider Alternative Dispute Resolution. Contact Ariana Jeret at www.ariannajeret.com or at [email protected]

     
    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here


    20 min
  • Richard Del Monte - A Place of Possibility


    Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
    We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
    Transcript 
    Richard: The first thing you have to do, I think, that's important, is to make sure that the family documents and understands their shared history. Where the family came from, how they got there. You know, a lot of times that doesn't get documented, doesn't get shared with the kids. They say when somebody dies it's like a library burns down, all that wisdom, all that potential mentorship is lost for all future generations of the family. And so, we make sure and gather that, we capture it, we interview the parents, we do video interviews, audio interviews. We create what we call a family vision statement that tells the next generation, "Okay, this is how we got here, this is what we believe is important, these are the values and the experiences that made us successful, this is what we want you guys to know going forward. Now, it's your turn to figure out what you're gonna do with your life. Here's the baton."
    To hear more tips from over 750 Advisors, visit exitcoachradio.com
    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
      
     
    1 min
  • The Spouse Escape Plan

    The Spouse Escape plan

    Meet George. He’s a business owner with a lot on his plate. Meet Pam. She’s George’s wife and while she worked in the business a long time ago, the business has grown up and she is no longer involved.

    Meet Sam – he’s George’s second in command and a great manager. George is busy making plans to grow his business while Sam runs the day to day operations.

    But today George is worried and he needed a solution.

    See, If George dies, he wants to make sure that Pam won’t have to worry about running and selling the business.

    So George met with his planner and came up with a Spouse Escape Plan.

    George had a Valuation done that indicated his business is worth $3million. So George and his key employee Sam entered into an agreement that if George dies, Sam will buy the business from Pam for $3 million dollars. If George dies, the business will be re-appraised and if it’s worth more, Sam will pay the difference to Pam in installments over a 5 years period.

    To make sure the money will be there, Sam will take out a $3 million life insurance policy on George. Even though George has some other personal life insurance, this policy will make sure that a business transaction will take place and give Pam an Escape plan.

    George’s Company will pay the premiums and give Sam a tax-deductible bonus that will cover the policy premiums and the tax cost.

    George feels better. Now he can go back to working on his business and know that Pam won’t have to worry about the business if he dies.

    Very Smart!

    1 min
  • The Spouse Escape Plan

    The Spouse Escape plan
    Meet George. He’s a business owner with a lot on his plate. Meet Pam. She’s George’s wife and while she worked in the business a long time ago, the business has grown up and she is no longer involved.
    Meet Sam – he’s George’s second in command and a great manager. George is busy making plans to grow his business while Sam runs the day to day operations.
    But today George is worried and he needed a solution.
    See, If George dies, he wants to make sure that Pam won’t have to worry about running and selling the business.
    So George met with his planner and came up with a Spouse Escape Plan.
    George had a Valuation done that indicated his business is worth $3million. So George and his key employee Sam entered into an agreement that if George dies, Sam will buy the business from Pam for $3 million dollars. If George dies, the business will be re-appraised and if it’s worth more, Sam will pay the difference to Pam in installments over a 5 years period.
    To make sure the money will be there, Sam will take out a $3 million life insurance policy on George. Even though George has some other personal life insurance, this policy will make sure that a business transaction will take place and give Pam an Escape plan.
    George’s Company will pay the premiums and give Sam a tax-deductible bonus that will cover the policy premiums and the tax cost.
    George feels better. Now he can go back to working on his business and know that Pam won’t have to worry about the business if he dies.
    Very Smart!
    1 min
  • Anthony Saccaro - Investment Options & Income Strategies (D2817)

    AnthonyA. Saccaro, ChFC, founder and president of Providence Financial & InsuranceServices, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. In October 2012, he appeared on the cover of Life Insurance Selling, one of the premier national magazines for financial planners and insurance professionals

     

    In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. He was named one of Southern California’sFinancial Leaders by Forbes magazine and is part of the Ed Slott Elite IRAAdvisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena StarNews, FOXBusiness and West Valley News.

     

    Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, playing golf and traveling.

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

     

    19 min
  • Christopher Snider - Exit Planning is a Blue Ocean Planning Activity

    A 1 minute excerpt from a recent interview. Hear the full interview by entering the Guest's name into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!


    Transcript: 


    Christopher: A blue ocean is really a market that is untapped. What they're encouraging you to do in a blue ocean, is go where others have not gone yet, and it's an untapped, really undefined market. And I feel like that's how the exit planning industry is right now. You've got a lot of owners that still have not made the move, and yet we know that two-thirds of privately held businesses are owned by baby boomers. We know the youngest is 50 and the oldest is 68, now, and so at some point, mother nature is going to force us to transition. Unfortunately, there is still different ways to do things, there's still very fragmented kinks, and teams and advisors don't work together and collaborate like they should. 

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    2 min
  • Anthony Saccaro - Investment Options & Income Strategies (D2817)


    AnthonyA. Saccaro, ChFC, founder and president of Providence Financial & InsuranceServices, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. In October 2012, he appeared on the cover of Life Insurance Selling, one of the premier national magazines for financial planners and insurance professionals
     
    In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. He was named one of Southern California’sFinancial Leaders by Forbes magazine and is part of the Ed Slott Elite IRAAdvisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena StarNews, FOXBusiness and West Valley News.
     
    Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, playing golf and traveling.
    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
     
    19 min
  • Christopher Snider - Exit Planning is a Blue Ocean Planning Activity

    A 1 minute excerpt from a recent interview. Hear the full interview by entering the Guest's name into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!


    Transcript: 


    Christopher: A blue ocean is really a market that is untapped. What they're encouraging you to do in a blue ocean, is go where others have not gone yet, and it's an untapped, really undefined market. And I feel like that's how the exit planning industry is right now. You've got a lot of owners that still have not made the move, and yet we know that two-thirds of privately held businesses are owned by baby boomers. We know the youngest is 50 and the oldest is 68, now, and so at some point, mother nature is going to force us to transition. Unfortunately, there is still different ways to do things, there's still very fragmented kinks, and teams and advisors don't work together and collaborate like they should. 

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    2 min

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