Getting Results with Dr. Jean

Dr. Jean, The Results Queen® and her special guest, Daniel Axelrod, a financial advisor, discuss finances and goals. Dr. Jean and Daniel share the importance of understanding clients' personal relationships with money, often shaped by their upbringing and values. They discuss exercises he uses to help clients identify their financial mindsets and align their goals. Dan emphasizes the need for realistic expectations when selling a business, advising early engagement with professionals to plan an efficient exit strategy. He also explains his firm's sophisticated wealth forecasting system, which models different scenarios to determine clients' core capital needs and surplus funds for other priorities. They explore how personal and family backgrounds influence financial decision-making. The episode provides actionable steps for listeners to reflect on their values and engage with financial advisors to create a tailored plan for their long-term goals.

Find Daniel here:

Website: www.bernstein.com

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/daniel-axelrod-cfp%C2%AE-cdfa%C2%AE-248a9a44/ 

Dr. Jean, The Results Queen has special guest, Carl de Prado of A2Z Business IT. Carl emphasizes the critical need for businesses, especially small to mid-sized oganizations, to have a comprehensive cybersecurity plan. Carl also highlights the evolving nature of cybercrime and the significant financial and reputational impact of data breaches. Dr. Jean and Carl stress that compliance is not the same as security, and businesses must take proactive measures to protect their data and assets. Key recommendations include conducting a cybersecurity risk analysis, implementing security frameworks like NIST, monitoring cloud-based applications, and utilizing password management and multi-factor authentication. They encourage businesses to take action and develop a well-designed, tested cybersecurity plan, rather than procrastinating. A robust cybersecurity plan can help businesses protect their data, maintain operations, and build trust with their customers.

Find Carl here:

Book a Call: https://booking.a2zbusinessit.com/

Website: https://www.a2zbusinessit.com/ 

LinkedIn: https://www.linkedin.com/in/carlaz2bit/ 

Dr. Jean, The Results Queen® and her special guest,David Flores Wilson, a financial advisor and business owner. David shares his early entrepreneurial experiences, such as trading comics and investing his mother's account in college, which sparked his interest in finance. They discussed the importance of finding a financial advisor who understands the unique challenges of business owners, from personal experience. David's holistic approach to financial planning, where he acts as a quarterback for his clients, connecting them with various experts to address their personal and business needs. They discuss the value of financial literacy and highlight David's efforts to share insights and trends through his blog, to help educate the community.

Find David here:

Website: https://sincerusadv.com/ 

LinkedIn: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ 

Dr. Jean, The Results Queen® and her special guest, Mike Murphy, discuss embracing change and adapting for business success. Mike shares his journey of developing diverse skill sets and an ability to see the big picture and execute tactical solutions. He emphasizes the importance of embracing change, maintaining intellectual curiosity, and building an aligned leadership team for business success. Mike observes that some business owners resist change and prioritize personal gain over company growth, while others are open to adapting and seeking outside help. He advises business owners to regularly check their premises, understand their market, and manage their operations efficiently to drive profitability. The key takeaways are the need for adaptability, strategic thinking, and a willingness to challenge one's assumptions in order to achieve sustainable business growth.

Find Mike here:

Welcome Page: https://sunstonemanagementadvisors.com/gettingresults/ 

LinkedIn: https://www.linkedin.com/in/michaelf-murphy/ 

Dr. Jean, The Results Queen® and her guests, Jen Landis and Tad Schantz from Baum, Smith & Clemens, LLP. Jen and Tad discuss career progression and partnership dynamics at an accounting firm, Baum, Smith & Clemens, LLP. The two partners, Tad and Jen, share how they joined the firm as interns, were recognized for their potential, and eventually became partners in their 30s. Baum, Smith & Clemens, LLP founders focused on succession planning, ensuring a smooth transition to the next generation. Tad and Jen highlight the importance of transparency, communication, and trust within their partnership, as well as the benefits of implementing the Entrepreneurial Operating System (EOS®) to improve the firm's efficiency and decision-making. They emphasize the value of balancing different personalities and perspectives to achieve the firm's collective goals, rather than individual interests. The podcast provides insights into successful partnership dynamics and firm management in the accounting industry.

Find Jen & Tad here:

Website: https://www.bsccpas.com/ 

Jen's Linked In: https://www.linkedin.com/in/landisjennifer/ 

Tad's Linked In: https://www.linkedin.com/in/tadschantz/ 

Dr. Jean, The Results Queen® welcomes her guests, PR expert Adele Gambardella and former FBI hostage negotiator Chip Massey, the co-founders of Convincing Company. They share their combined expertise in crisis communications and negotiation. They emphasize the importance of addressing the emotional side of crises and using "forensic listening" to understand clients better. They discuss persuasion techniques backed by research and the significance of psychology and empathy in business partnerships. Strategies for effective communication include taking a genuine interest in others, adapting communication styles, and practicing active listening. Personal stories and quotes illustrate aligning actions with values. This episode underscores the power of building strong relationships and effective communication in both business and life.

Find Adele and Chip Here:

Convincing Company Website: https://convincingcompany.com/

Training So Good Website: https://trainingsogood.com/ 

Adele LinkedIn: https://www.linkedin.com/in/adelegambardella/ 

Chip LinkedIn: https://www.linkedin.com/in/chip-massey-23787b106/ 

Find their Book Here: https://a.co/d/0MtQEhD 

Dr. Jean, The Results Queen®, introduces Jim Prusinowski, her favorite lawyer. Jim shares his career journey, starting his law firm with a focus on high-volume work. He aimed to expand into higher-rate clients through strategic networking and expertise development. Despite losing a major client, Jim modestly grew his business. They discuss the lack of business skills training for lawyers in areas like client acquisition, profitability, and firm management. Emphasizing business development, they highlight the importance of building client relationships and diversifying practices. Jim and Dr. Jean explain how the Entrepreneurial Operating System® (EOS®) can help lawyers by providing a structured approach to managing a firm, improving operational efficiency, and driving growth. They stress the importance of an entrepreneurial mindset and suggest firms identify attorneys interested in business development roles to ensure long-term success.

Find Jim here:

Website: https://trimprulaw.com/ 

Linked In: https://www.linkedin.com/in/james-prusinowski-770b9714/ 

Dr. Jean, The Results Queen® and her Special Guest Karen Colligan discuss the need for leadership development as organizations transition to hybrid work. Karen notes that the pandemic led to a "leadership desert" as training fell by the wayside. She and Dr. Jean emphasize that good leadership requires self-awareness, emotional intelligence, and communication, regardless of work model. They stress the importance of organizations prioritizing development through assessments, coaching, and growth plans to improve employee retention and performance. Karen recommends listeners reflect on their leadership journey and goals, get feedback, and ask managers for support. Dr. Jean and Karen provide actionable advice and highlights the importance of continuous leadership development.

Find Karen here:

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

Website: https://www.peoplethink.biz/ 

Dr. Jean, The Results Queen® features her guest, Kellee Johnson, who shares her journey from childhood curiosity to a fulfilling career in PR and entrepreneurship. As an identical twin, Kellee learned the importance of standing out and developed a competitive spirit. She discovered her passion for PR through internships and took career risks working for startups. Kellee emphasizes the value of PR for startups, highlighting how earned media coverage can lead to opportunities, even for small companies. They discuss PR strategies like paid, earned, and shared media, stressing the importance of understanding target audiences and building credibility. Kellee also encourages examining a company's narrative and ensuring stakeholder alignment. She advocates focusing on ideas over gossip and finding one's passion to make a positive impact through their work.

Find Kellee here:

Website: https://www.ballastgroup.com/ 

Linked In: https://www.linkedin.com/in/kelleejohnsontheballastgroup/ 

Dr. Jean, The Results Queen® and Jason Fishman about digital marketing for startup investment. Jason shared his expertise in crowdfunding campaigns. Jason discussed his career journey from marketing action sports brands to co-founding an agency specializing in growth strategies for startups through crowdfunding. He has extensive experience running over 400 investment marketing campaigns. Dr. Jean and Jason emphasized the importance of developing a thorough marketing strategy before implementing tactics. They stressed the value of data-driven optimization using metrics. Jason also provided insights into legal crowdfunding processes. Throughout the conversation, Dr. Jean and Jason highlighted the critical role of strategic planning and measurement for startup marketing success.

Find Jason here:

Website: https://www.digitalnicheagency.com/ 

Linked In: https://www.linkedin.com/in/jafishman/