Brian Hahn is a seasoned entrepreneur with over 40 years in hospitality, retail, and digital marketing. Growing up in a family business, he first experienced retail in grocery stores. Alongside his sister, Brian co-owns eight Dairy Queen Grill & Chills and has been involved with the family-owned Metropolis Resort in Eau Claire, WI, since 2005, where he leverages social media to engage guests. With nine years of experience owning a digital marketing agency, he’s helped countless businesses thrive. Brian authored Fixing Facebook: Turning Your Fans and Followers Into Paying Customers and developed Smart Facebook Marketing, a program empowering business owners to profit from Facebook marketing.

In this episode Leonard and Brian discuss:

• Transitioning from a family grocery business to owning multiple Dairy Queen franchises
• Cultivating a strong workforce through leadership, employee loyalty, and company values
• Marketing strategies: utilizing digital platforms, email, Pinterest ads, and direct mail
• Personal and family dynamics: balancing business, travel, and generational involvement
• Challenges of generational wealth transfer, education, and philanthropic engagement

Key Takeaways:

• A journey from business owner to entrepreneur emerges, where evolving a company means both diversification and building strong leadership teams.
• Mixing fun with work is highlighted, creating a work environment that fosters a deeper sense of purpose and fulfillment for employees beyond just financial rewards.
• Practical marketing strategies are explored, emphasizing the use of digital channels like social media, email, and ads as essential tools for modern business growth.
• The value of staying focused on impactful, larger projects is a central theme, cautioning against the distractions of smaller opportunities.
• Family values, legacy, and generational transfer are celebrated, instilling entrepreneurial values and a philanthropic spirit in the next generation for a vision that lasts beyond profits.

“Ownership has its privileges. If I don't like something, I can change it. So unless it's something that only I can do, I ain't doing it anymore.”

-Brian Hahn

Connect with Brian Hahn:

Websites: https://mixingfamilyandbusiness.com/ 

                https://metropolisresort.com/ 

LinkedIn: https://www.linkedin.com/in/brianthahn/ 

Email: [email protected] 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Bryan Durkin, founder and CEO of MVP Inner Circle and MVP Team Pro, is a seasoned expert in driving sales velocity for B2B businesses by leveraging the power of virtual teams. As the host of the Driveway Marketing Podcast, he shares insights from over 20 years of experience building, scaling, and managing remote teams. Bryan helps executives and high-ticket service providers streamline their sales processes and create predictable, repeatable systems for growth. Through his proprietary CRM, PowerLi, and an in-depth understanding of psychology, human nature, and technology, he enables businesses to take control of lead generation and resource management. Having managed teams of up to 225 members, Bryan understands the challenges executives face in finding time and resources to drive sales. Known for his direct approach, he specializes in working with B2B business owners, CEOs, and top producers who rely on business referrals, offering them actionable strategies to scale effectively. 

In this episode Leonard and Bryan discuss:

• Transition from document management to marketing and sales
• AI automation boosting cold-to-appointment conversions
• Remote teams and outsourcing in cost-effective markets
• Family business challenges and son's MLB umpire career
• AI's role in targeted marketing and message-market fit

Key Takeaways:

• Leveraging remote teams in India for outsourcing repetitive tasks enables businesses to take on more projects profitably, highlighting the cost-effectiveness of strategic outsourcing.
• The key to an effective marketing funnel lies in reaching the right prospects affordably, offering strong value, and following up consistently for conversions.
• By focusing on low-volume, targeted funnels aimed at the right audience, businesses can outperform generic mass-market strategies in lead conversion.
• Bryan’s company achieves an impressive 5% cold-to-appointment conversion rate, showcasing their superior approach compared to typical industry benchmarks.
• The rise of outsourcing hubs like the Philippines and Eastern Europe, coupled with AI integration, revolutionizes business operations, delivering cost-efficient and high-performance solutions across sectors.

“Stay in front of every client you've ever had. Whether it’s a newsletter, an email, or, heaven forbid, a phone call—make it about them, not you, and you’re going to win.”

-Bryan Durkin

Connect with Bryan Durkin:

Website: https://mvpteampro.com/ 

LinkedIn: https://www.linkedin.com/in/bryandurkin/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Vance Morris is the Founder of Deliver Service Now, where he helps business owners attract, serve, and retain clients for life by crafting memorable experiences and implementing response-driven marketing. From his unique journey as a former birth control factory security guard, Disney leader, bankrupt executive, to successful entrepreneur, Vance brings a wealth of experience and insight. His story of reinvention, from cleaning carpets to building a thriving business, inspires others to find success by working smarter, not harder.

In this episode, Leonard and Vance discuss:

• Transitioning from Disney executive to entrepreneur
• Applying Disney’s systems to deliver world-class customer service
• Building a memorable brand through experiential marketing
• Creating customer loyalty by delivering value beyond core offerings
• Productivity hacks for managing workflow in a home office

Key Takeaways:

• Creating a memorable customer experience is essential for standing out from competitors and building lasting loyalty, making every interaction count.
• Going beyond the core service offering elevates your business beyond a commodity, fostering deeper customer connections.
• Systematizing procedures ensures consistency in delivering excellent service, allowing you to replicate success at every touchpoint.
• Entrepreneurs focus on constant growth and innovation, while business owners typically manage what's already in place, highlighting the importance of always expanding.
• Experiential marketing tailored to your audience breaks through the noise of traditional advertising, making your brand unforgettable.

“Our mission was greater than the jobs we were doing, and that's the model I took from Disney. The mission there is to make people happy and create memories. We also created experiences. That's kind of what the word 'Disnify' means. You find all the boring, mundane things you have to do in your business day in and day out to keep the business up and running, but Disney has figured out a way to create experiences out of all that."

-Vance Morris

Connect with Vance Morris:

Website: https://yes.deliverservicenow.com/deliver-service-now 

LinkedIn: https://www.linkedin.com/in/vancemorris/ 

YouTube: https://www.youtube.com/@Deliverservicenow 

Email: [email protected] 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Steve Yelland comes from a long line of entrepreneurs, with a family history in business spanning five generations. It all began with J.F. Rohrbaugh (JFR) crafted custom wood molding in 1888. His parents took over JFR in 1960, transitioning it to pallet manufacturing. On his maternal side, Harry Warehime founded Hanover Foods, with his heirs later acquiring Snyder’s of Hanover, which merged with Lance and was sold to Campbell’s in 2018. 

Steve joined JFR in 1990, overseeing pallets and crates. Under his leadership, a strategic plan was developed to modernize the company. In 2014, JFR acquired West Side Wood Products, and in 2015, JFR Holdings was established. By 2017, Bruce Jones Contractors, specializing in wall panels and turn-key framing, was also acquired. Balancing the legacy and future of the family business, he is responsible for its vision and strategic direction.

In this episode Leonard and Steve discuss:

• The evolution and strategic growth of Steve’s family lumber business, including pivotal changes and acquisitions
• Structural consolidation of JFR Holdings for operational efficiency and liability protection
• The business's eco-friendly practices and how seasonal demand affects operations
• Transitioning from COO to a broader strategic role, management investments, and succession planning
• The balance between maintaining a healthy family dynamic and the complexities of a multigenerational business structure

Key Takeaways:

• Effective business growth can be achieved through strategic acquisitions and sound management structure.
• Consolidating business entities under one umbrella can provide both liability protection and operational efficiencies.
• Sustainable and eco-friendly practices are not just ethical but necessary for long-term success, despite their own unique set of challenges.
• Succession planning and delegating daily operational roles are critical for business continuity and personal work-life balance.
• The importance of a supportive family environment, the formulation of a family charter, and strategic planning are key to the longevity and success of a family-conducted business.

“Find a peer group, get involved, and invest in it as much as you take from it. This will start to change your mindset. Open yourself up to the vast resources and networks available that you might not even know exist. There are numerous family business outlets that connect you with others in similar positions. These connections facilitate discussions not just about business and ownership, but also about broader family dynamics and multi-generational considerations."

-Steve Yelland

Connect with Steve Yelland:

Website: https://jfrohrbaugh.com/pallet-industry/ 

LinkedIn: https://www.linkedin.com/in/steveyelland/ 

Facebook: https://www.facebook.com/profile.php?id=100009211390987 

Email: [email protected] 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Matt Hampton is the Director of Client Management with a diverse background. His journey includes roots in figure drawing, owning a digital strategy and development company for over 20 years, competing in Ironman triathlons and marathons, and reporting on crazy health trends on a new podcast. With a genuine interest in stories, he and his team help strategize clients' objectives, execute those strategies, track success, and support ongoing business driver needs. If it ends up on a laptop, tablet, or phone, Matt and his team can handle it. He looks forward to connecting with you!

In this episode Leonard and Matt discuss:

• Strategies for wealth management and retirement planning
• Achieving life balance and integrating personal growth experiences
• Entrepreneurial journeys and the evolution of sustainable business practices
• Adapting businesses to remote work and the global marketplace
• Innovating within the constraints of strict industries like web design and cannabis accessories

Key Takeaways:

• A tailored approach to finances can lead to a clearer understanding and better wealth management for retirement.
• Personal growth through diverse experiences is crucial for professional development and life satisfaction.
• Embracing technology is key to enhancing user experience and meeting client needs in various industries.
• The importance of flexibility and strategic thinking in business, including the shift to remote workforces.
• Encouraging creative, non-binary decision-making in technology and art can lead to more innovative solutions.

"Emulating something is much more powerful than simply telling them."

-Matt Hampton

Connect with Matt Hampton:

Website: https://envoydesign.com/ , https://www.headshop.com/ 

Instagram: https://www.instagram.com/_headshop?igsh=MTMxdXpkaHliNzJ2dg== 

Linkedin: https://www.linkedin.com/company/envoy-design 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelica Rayco

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Adam Petrie, born in Syracuse, NY, is a construction management alumni of SUNY ESF and Syracuse University. With over 20 years of experience in commercial and industrial construction, Adam has worked on projects nationwide.

As a key figure at Petrie Construction, a family-owned business, Adam upholds core values of quality construction, on-time delivery, and cost-effective budgeting. The company offers General Contracting, Construction Management, and self-perform services across the continental United States.

Petrie Construction handles a range of projects, from ground-up developments to small service tasks, specializing in sectors like entertainment, hospitality, retail, places of worship, grocery, multi-family residential, and restaurants. Known for their expertise in fast-tracked construction for nationwide clients, the company excels in single location, nationwide program, and multi-site rollout projects. 

In this episode Leonard and Adam discuss:

• The operations and growth aspirations of Petrie Construction, a thriving business in the commercial construction sector
• The complexities of managing a business during the challenges brought by COVID-19, interest rate fluctuations, and material costs
• The crucial distinction between business owners and entrepreneurs, and the mindset needed for success
• The personal growth that comes from facing business challenges, making mistakes, and garnering experience over time
• Strategies for aspiring entrepreneurs to foster belief in themselves, take risks, work hard, and cultivate self-reliance for business achievements

Key Takeaways:

• Successfully growing a business involves not only managing revenue and geographic expansion but also continuously developing staff and finding the right team.
• In times of crisis, proactive and thorough communication is key for effective short-term and long-term business planning.
• The mindset distinguishing a business owner from an entrepreneur can greatly impact one's ability to overcome challenges and drive business success.
• Introducing younger generations to the family business early on can cultivate valuable skills and support their future career choices.
• Embracing self-belief, tenacity, and the willingness to learn from mistakes are fundamental for anyone aspiring to succeed as an entrepreneur.

“In my humble opinion, the largest stress point in any business is also its greatest asset: people. While managing people can be challenging, they are truly the cornerstone of any organization. Onboarding, managing, growing, and developing employees are crucial tasks that significantly impact a company's success. I spend a large part of my day focused on developing our team, recognizing that their growth is integral to our overall progress.”

-Adam Petrie

Connect with Adam Petrie:

Website: https://petrieconstruction.com/ 

Phone: 410-777-9476

Email: [email protected] 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Your dreams matter, and your future is our priority. Leonard Raskin believes your retirement is yours to enjoy, and he wants to show you how. Leonard is the author of FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth. And in his close to 40 years of experience, he has crafted a unique process to explain the complexities of an always evolving financial marketplace. If you're ready to break through the clutter and get a better understanding of what is truly in your best financial interest, you've come to the right place. Welcome to FiduciWho.

In this episode Leonard discuss:

• His book 'FiduciWho' and his method of helping clients with retirement wealth
• The evolution from book-based episodes to a dedicated podcast series
• Critiques on government regulations impacting fiduciary responsibilities in financial advising
• His unforeseen path to becoming a full-service financial planner and his career growth
• The significance of financial planning for family security and the preservation of legacies

Key Takeaways:

• Understanding the complexity of financial markets is key to protecting retirement wealth. Effectively navigating these markets ensures long-term financial security and growth.
• Embracing the full extent of fiduciary duty is crucial for effective wealth management, ensuring that financial professionals act in their clients' best interests with utmost care and integrity.
• Professional evolution can stem from unplanned beginnings, leading to significant contributions in one's field.
• Entrepreneurial experiences and challenges are vital for building a community of knowledge and mutual support.
• Regular financial planning and consulting contribute to maintaining family well-being and ensuring a lasting legacy.

“So my hope would be that people understand how important what we do is on behalf of them, their businesses, their families, and the legacy they want to have, whether that's while they're alive or after they pass.”

-Leonard Raskin

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

In this episode, Leonard emphasizes the importance of proper estate planning to ensure assets are distributed fairly among family members, avoiding conflicts and potential loss to taxes, fees, or unintended beneficiaries. He highlights the need for open communication with loved ones about financial wishes and the regular review and updating of beneficiary designations, wills, and other critical documents. He also provides advice on tax-efficient strategies for leaving money to charities while prioritizing family members in the distribution of other assets.

In this episode Leonard discuss:

• Understand the importance of properly planning the transfer of wealth to intended beneficiaries is essential for ensuring assets are distributed fairly among family members through effective estate planning
• Recognize the consequences of failing to discuss financial wishes or have a plan in place
• Realize the potential hardships caused by not updating beneficiary designations on policies and assets
• Grasp the significance of protecting your wealth and regularly reviewing key financial documents
• Find out the best way to leave money to charity while ensuring family members receive other assets

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

In this episode, Leonard shares his unconventional financial insights, emphasizing the importance of balancing saving for the future with enjoying life today. He encourages listeners to spend money on meaningful experiences and memories with loved ones while ensuring financial stability by saving at least 15% of their gross income. He explores the disconnect between financial reality and perceived wealth in the digital age and discusses the significance of maintaining social connections, especially through work and business, for a fulfilling retirement. Additionally, he highlights the role of charity and giving in wealth management, sharing inspiring stories of how individuals can support causes they care about and experience the fulfillment that comes with helping others.

In this episode Leonard discuss:

• Embrace the balance of using your wealth to fully experience life today while also securing a joyful retirement through wise saving and investing over time
• Understand the crucial role of saving at least 15% of your gross income and gradually increasing that percentage
• Explore the concept of wealth management as a means to improve quality of life throughout one's lifetime
• Recognize the gap between financial reality and the perception of wealth in today's digital world
• Realize that true wealth lies not just in what you accumulate, but in what you give back to others

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

In this episode, Leonard delves into the intricacies of rising interest rates in 2024 and their impact on the stock and bond markets, emphasizing the importance of comprehensive financial planning. He explains the relationship between bonds, interest rates, and stock market risk, highlighting that as interest rates rise, bond values decrease, and investors often overestimate their risk tolerance. He also explores the current housing market, where low supply is causing prices to increase despite rising mortgage interest rates. He discusses the benefits of higher interest rates for savers and banks, while cautioning that most people lack the knowledge to invest money properly, often engaging in speculation and gambling. He advocates for a more scientific approach to investing, based on Nobel Prize-winning research, which involves global diversification and a mix of assets. Finally, he addresses the detrimental effects of inflation on wealth and emphasizes the importance of investing in exponentially growing assets and working with professionals to overcome poor investor behavior.

In this episode Leonard discuss:

• Learn about the complexities of rising interest rates in 2024 and their impact on the stock and bond markets
• Understand the relationship between bonds, interest rates, and stock market risk and discover how low housing supply is causing prices to increase despite rising interest rates
• Find out how higher interest rates benefit savers while banks profit from the spread between borrowing and lending rates
• Unlock the importance of diversifying globally and investing in a mix of assets rather than speculating on individual stocks
• Comprehend how inflation erodes wealth over time and how to combat it by investing in assets that grow exponentially

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.