Paul Wirth, Founder and Chief Facilitator at CEO Axxess, is in the business of helping companies create clients for life. Originally trained to facilitate CEO round tables, he now has over 35 years of experience, from working with start-ups to Fortune 500 companies, and so much more. 68% of clients will leave due to indifference, and it costs 6-7x more to get a new customer than it does to retain an existing one. These statistics can be daunting, but Paul has crucial strategies for keeping your clients on board.

In his interview, Paul discusses the client experience and how it relates to their retention. While technology can aid, creating a unique experience for customers is key to get them to keep coming back. Paul explains the EOS Software and how it can contribute to customer loyalty and he also shares practical examples of companies that do this right. Paul also dives into the importance of being a part of Mastermind Groups and how they contribute to heightened success. In our time of commodity-based economy, it is crucial to cultivate a unique customer experience, and Paul’s knowledge will help you do just that.

• 4:06-5:05: An overview of EOS and what it can do.

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Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs. 

In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.

• 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.

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Julia Wuench, Founder of The Authenticity Guide, and Contributor to Forbes, is passionate about helping her clients find more fulfillment in their work life. She does this by introducing more human connections, both externally and introspectively. The Authenticity Guide is a career coaching firm that specializes in problem-solving in the business world. Julia focuses on a more human-centered approach, utilizing tools like connection, communication, and collaboration. 

In her interview, Julia discusses the extreme value of human connection. She related this to the current COVID crisis and how you can improve your connection, both to others and yourself. Julia shares some ways she’s helped people pivot their careers to a passion they can monetize, regardless of age. She shares valuable advice for anyone who is unhappy with their work-life, as well as a generous offer for our listeners. Do yourself a favor and listen to Julia’s advice on how to boost your connection and fulfillment.

• 3:47-5:00: The significance of human connection in the business world.

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Eileen Stephens is a Consultant at Culture Index who is an expert at assembling successful teams. She is in the business of helping business owners put together a strong team that will help them both take over their business and allow it to grow in the future. Using proven assessment tools, Eileen helps make sure people are in the right seats on the metaphorical bus. As Baby Boomers are exiting the workforce, it’s crucial we prepare the next generation to fill their seats. 

In her interview, Eileen shares tips regarding business succession and the importance of making good choices regarding leadership staff. She shares relevant examples proving the wrong choice can be a costly one, as well as ways to avoid bad decisions. Eileen also talks about family members and their potential role in business succession. She shares assessment tools that will help ensure everyone is in a position that fits their skills and will help everyone thrive. Eileen’s tips could make or break your transition process, be sure to listen to her valuable knowledge.

• 8:35-9:33: It’s easy to hire someone persuasive, but making the wrong choice can be more expensive than you think.

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Back with us again is Peter Tentler, Certified Reverse Mortgage Professional and Owner of Independence Reverse Mortgage Solutions. Many of his clients introduce him as "The Financial Locksmith®"​ because he can unlock the equity in your home and help secure your financial future. While reverse mortgages may have a negative stigma, Pete knows this isn’t true. He’s been helping people unlock their wealth since 1994 and carefully listens to each client’s individual needs in order to best assist them. 

In his interview, Pete gives a comprehensive overview of when a reverse mortgage might be the right solution for you. He dispels some myths regarding reverse mortgages and explains why it may be the first time you get excited about higher interest rates. Pete talks in detail about credit line growth rates associated with reverse mortgages. He also shares some case studies where reverse mortgages overwhelmingly helped families. In a time where the market is down but you still may need to leverage your liquid assets, understanding this tool is both relevant and powerful. Be sure to tune into Pete’s interview.

• 3:06-4:05: Some of the biggest myths in reverse mortgages.

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David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown. 

In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education. Bill was ahead of the curve on utilizing 30 minute workouts, and has plenty more cutting edge philosophies on nutrition, habits, and exercise to improve your fitness and well-being. 

In his interview, Bill describes his tested theories on what he calls “The Fitness Puzzle.” While we have been conditioned to think of calories as the key player in fitness, there are actually many other factors involved which must remain in balance with one another. Bill explains what happens to our bodies when we exercise and why 30 minutes is the ideal amount of time. He also dispels some myths about caloric intake and explains the science of how our bodies metabolize energy. Bill shares the key to proper health and why it's more important to control how we eat rather than what we eat. With Bill’s advice, you will have the tools to unlock a lasting happy, healthy, and successful lifestyle.

• 3:42-5:02: The truth about exercise and what it does to your body.

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Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices. 

In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.

• 3:18-4:35: Status of the market and what investors should be looking at now.

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Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses. 

In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.

• 2:02-2:56: What is Search Engine Optimization and why is it important?

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Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.

In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.

• 7:25-8:42: Why now is a great time to start a podcast.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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