Honest Wealth Builders

Honest Wealth Builders

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Honest Wealth Builders episodes

  • His $3M Agency Has a $55M Goal. What's Holding It Back? | Austin Holmes

    Abi Asija sits down with Austin Holmes, a business leader at Publicity for Good, a PR agency helping purpose-driven brands build credibility and gain media exposure. Austin shares how the company helps clients earn coverage across traditional media, podcasts, digital platforms, and emerging AI-driven search while building a stronger brand presence.

    Publicity for Good’s biggest challenge is scaling its sales process. With the business approaching $3 million in revenue, Austin explains how relying heavily on his wife as the primary closer has limited growth and why finding and training the right salesperson is critical to unlocking the company’s next stage.

    A major growth opportunity is creating a repeatable sales system that can be duplicated beyond the founders. Austin discusses previous attempts to hire closers, what went wrong, and the lessons the company learned about following a structured hiring process and finding people who can consistently convert qualified leads.

    The conversation also explores how Publicity for Good customizes media strategies based on each client’s goals, audience, and stage of growth. Rather than using a one-size-fits-all approach, the agency determines whether clients need local coverage, major national outlets, digital exposure, or stronger credibility around their brand story.

    Acquisitions are another important part of Austin’s growth strategy. The company has been exploring opportunities to acquire complementary agencies, with revenue now becoming a major consideration alongside talent and cultural fit. Austin explains how acquiring a branding agency could strengthen the services offered to clients while creating opportunities for cross-selling.

    The discussion also dives into creative acquisition structures, including deals where sellers receive a percentage of net profits over a period of years instead of relying entirely on traditional upfront payments or seller financing. Austin explains how these structures can help reduce buyer risk while giving sellers continued upside when the acquired business grows.

    Viewers will learn how an agency approaching $3 million in revenue can scale through sales-team development, custom PR strategies, strategic acquisitions, and creative deal structures. To learn more about Austin and Publicity for Good, visit publicityforgood.com.

    1 hr 34 min
  • She Wants a $250K Coaching Business. Her Model Has to Change | Xenia Ioannidis

    Abi Asija speaks with Xenia Ioannidis, founder of Real Change Academy, about rebuilding her coaching business after relocating from Greece to Miami. Despite years of experience in alternative healing and her proprietary Hypertherapy framework, Xenia’s annual revenue has dropped to approximately $10,000–$15,000. Her goal is to reach $250,000 in annual revenue within three years.

    Key Insight: Xenia’s biggest challenge may not be visibility alone. Her hourly coaching model limits scalability and long-term client value. Abi recommends replacing individual sessions with a premium 180-day transformation program focused on personalized guidance, ongoing support, and measurable progress.

    They redefine Xenia’s ideal customer as women aged 25 to 65 interested in alternative healing and develop clearer positioning around her Hypertherapy framework. Abi outlines a premium coaching offer that includes ongoing messaging support, flexible one-on-one coaching calls, community support, bonuses, testimonials, and a satisfaction-based money-back guarantee. He also suggests testing introductory pricing of $1,000 per month for the first five clients before gradually increasing rates.

    The conversation shifts to marketing and client acquisition. With approximately 600 existing contacts, Abi recommends personalized outreach to previous clients and warm leads before investing in paid advertising. He also encourages publishing daily short-form videos across multiple platforms to build authority and generate discovery calls.

    The biggest strategic shift is focus. Rather than dividing her attention across books, seminars, and multiple coaching services, Xenia needs one ideal customer, one premium offer, and a repeatable marketing system. Abi maps out a simple funnel from content and outreach to an offer page, discovery calls, and customized proposals.

    Viewers will learn how to transition from hourly coaching to premium programs, attract higher-value clients, structure a compelling offer, and grow a one-person coaching business through focused positioning and organic marketing.

    To connect with Xenia, email [email protected].

    1 hr 25 min
  • Would You Leave a Proven Business to Bet on AI? | Ben Finklea

    Abi Asija sits down with Ben Finklea, founder of ArmBrain, an AI-powered productivity and prioritization tool designed to help business owners manage information, reduce context switching, and focus on the most important task at any given moment. Ben explains how ArmBrain acts like a “mind” for a business by bringing together information from emails, meetings, documents, and AI conversations.

    ArmBrain’s biggest challenge is visibility. Ben explains that the product is still in its early stages, with around 70 active users and 10 paying customers, and that most users have come through his personal network, referrals, and networking groups rather than advertising.

    A major growth opportunity is expanding beyond ArmBrain’s original focus on fractional CMOs. Ben has found that CEOs, entrepreneurs, small and mid-sized business owners, and other professionals face a similar problem of constantly switching between contexts and struggling to keep track of everything happening across their businesses.

    The conversation also explores how ArmBrain differs from using ChatGPT projects. Rather than simply organizing information around individual projects, ArmBrain creates a broader “mind” for a client or business and pulls relevant information from conversations, emails, meeting transcripts, documents, and other sources when needed.

    With a goal of reaching 100 paying customers and approximately $10K in MRR, Ben discusses the importance of finding scalable ways to generate awareness without losing the direct customer feedback that has helped shape the product. He is experimenting with online funnels, quizzes, LinkedIn, social media, and video sales letters while continuing to learn directly from users.

    Another major focus is customer acquisition. Ben explains that in-person networking has worked well, but his calendar is already nearly full. The next step is creating online systems that can bring more people into the product without requiring Ben to personally demonstrate ArmBrain to every prospect.

    Viewers will learn how an early-stage AI SaaS founder is developing a new productivity category, refining his ideal customer profile, using customer feedback to improve the product, and building scalable acquisition channels. To try ArmBrain, visit armbrain.io/honestwealthbuilders for a 60-day free trial. ArmBrain normally offers a 30-day trial and costs $90 per month after the trial.

    1 hr 24 min
  • From $2K/Month to $100K/Month: What Needs to Change? | Charles Vincent

    Abi Asija speaks with Charles Vincent, known online as The Chart Whisperer, is a crypto trader and educator with more than ten years of live-market experience and a military background. He created the Continuation Acceleration Protocol (CAP), a rule-based framework for reading crypto market structure that draws on the Wyckoff Method, the Elliott Wave Principle, and order flow. He also runs a free market-structure class for beginners every Sunday. Find his work and the free class at https://chartwhisperer.ca/

    Key Insight: Charles may be hurting his premium coaching offer by selling too much of his core system too cheaply. His CAP protocol is currently available as a low-cost lifetime product, while his higher-value coaching requires direct access to him. Abi recommends reversing that structure: make the CAP protocol a premium bonus inside a 90-day done-with-you program, simplify the business around one main paid offer, and raise pricing as capacity fills.

    They define Charles's ideal client as successful, hardworking, 30+, serious about learning trading, and financially able to invest in both coaching and the market. Abi then builds a clearer positioning statement around helping clients become more consistent traders using Charles's proprietary CAP framework.

    The conversation develops the 90-day offer around frequent coaching sessions, direct access between calls, a 30-day money-back guarantee, CAP tools, bonuses, scarcity, urgency, and stronger testimonials. Abi also recommends removing public pricing so Charles can make custom offers based on experience level and required support.

    The biggest marketing shift is personal branding. Charles has intentionally stayed private and rarely shows his face, but Abi argues that trust is critical in trading education. Instead of building a faceless brand, Charles can use a consistent public identity, show his face in classes and short-form videos, and distribute high-value content across multiple platforms.

    They also map the customer funnel: free classes create awareness, discovery calls build trust, and the offer page converts qualified prospects. Charles's first outreach should focus on previous students and his existing email list before moving into cold outreach or paid ads.

    Viewers will learn how to reposition a low-ticket product, build a premium coaching offer, define an ideal customer, create an irresistible 90-day program, use personal branding to build trust, and turn free education into paid clients without hard selling.

    1 hr 56 min
  • The $200K → $600K Coaching Business Blueprint | Jonathan Domsky

    Abi Asija sits down with Jonathan Domsky, founder of Untangled Coaching, a business and life coaching company helping entrepreneurs overcome challenges, improve performance, and create meaningful growth in both their businesses and personal lives. Jonathan shares how his experience in coaching, entrepreneurship, and leadership shaped his approach to helping founders navigate obstacles and achieve better results.

    Jonathan’s biggest challenge is not the coaching itself, but generating a consistent flow of qualified leads. While he feels confident in the value he provides, he explains that marketing and client acquisition remain the main barriers preventing Untangled Coaching from reaching the next stage of growth.

    The business focuses on working with entrepreneurs across different stages, including those starting businesses, building companies, scaling operations, and preparing for transitions. Jonathan helps clients develop stronger leadership, improve decision-making, create better systems, and overcome the personal challenges that often limit business growth.

    A major growth opportunity is building a more predictable lead generation system. Jonathan discusses how most of his current clients come through referrals, networking, and relationships, but creating stronger content, SEO, partnerships, and outbound strategies can help increase visibility and attract more qualified entrepreneurs.

    The conversation also explores the importance of refining the coaching offer and customer journey. By clearly defining the ideal client, strengthening the transformation promise, improving assessments, and creating a stronger onboarding experience, Untangled Coaching can better communicate its value and increase conversions.

    Another key opportunity is developing scalable coaching models. Jonathan discusses the potential of creating group coaching programs, building a waitlist, and expanding beyond one-on-one coaching while maintaining the personalized support that makes his approach valuable.

    Viewers will learn strategies for growing a coaching business through better positioning, lead generation, referrals, scalable offers, and stronger client transformation systems. To learn more about Jonathan Domsky and Untangled Coaching, visit untangled-coaching.com or connect with Jonathan Domsky on LinkedIn.

    1 hr 32 min
  • The 4-Step Plan to Grow a One-Person Service Business | Olena Kitsak

    Abi Asija speaks with Olena Kitsak, a website designer and strategist, about transforming her service business from building websites into creating valuable systems that help founders save time and streamline operations. Olena shares her journey from getting clients through Upwork and referrals to building a stronger offer focused on websites, automation, and improving online business processes.  

    Key Insight: A website alone is becoming a commodity. Abi challenges Olena to rethink her positioning and focus on the deeper value she provides: helping businesses automate processes, connect tools, and create systems that reduce manual work. The conversation explores why narrowing her expertise and clearly defining her ideal customer can help her stand out and attract higher-value clients.

    They discuss why raising prices without increasing perceived value can make offers harder to sell. Abi explains how to build an irresistible offer by focusing on transformation, clear outcomes, risk reduction, bonuses, urgency, scarcity, and testimonials instead of simply selling website design. 

    The conversation also covers strategies for increasing visibility and generating clients through personalized outreach, networking, and founder-led content. Abi shares how consistent educational content can help Olena build authority, showcase her expertise, and create demand beyond referrals.

    Viewers will learn how to reposition a service business, create a stronger offer, avoid competing only on price, and build a client acquisition system through outreach and content. Olena’s next steps are refining her positioning, improving her offer, reaching out to her network, and building her personal brand. 

    Connect with Olena Kitsak on LinkedIn: https://www.linkedin.com/in/olena-kitsak/ 

    1 hr 25 min
  • How Do You Sell a Product People Don’t Understand Yet? | Ilene Marcus

    Abi Asija speaks with Ilene Marcus, inventor and creator of ILEAN Pan, about turning a unique kitchen product into a scalable direct-to-consumer brand. Ilene created a patent-pending sloped stainless-steel frying pan after discovering that the tilt of her old stove helped her cook different ingredients at different temperatures while reducing cleanup. After building the prototype, launching a Kickstarter, and selling her first 82 units, she is now focused on solving the biggest challenges: manufacturing costs, customer education, and building demand.

    Key Insight: A product does not always need to compete through marketplaces or paid influencers. Abi challenges Ilene to become the face of the brand by building an audience around cooking, education, and her personal story. Instead of selling only a frying pan, the strategy is to build a media brand where Ilene's personality, demonstrations, and expertise create demand.

    The conversation breaks down Ilene's path from prototype to business. She explains her $500,000 3-year revenue goal, Kickstarter validation, current manufacturing costs, and why pricing decisions matter. With production costs around $50 per unit and a current price of $89, Abi explores why protecting the price anchor and testing discounts may be better than permanently lowering the price.

    Abi outlines a content strategy built around short-form videos, including product demonstrations, comparisons, cooking education, recipes, and how-to content. By publishing consistently across multiple platforms, Ilene can discover what resonates with customers, collect feedback, and turn viewers into superfans who help spread the brand.

    They also discuss building a sustainable execution system through batching content, outsourcing editing, researching successful creators, and using the outlier strategy to identify high-performing hooks. The goal is not chasing viral views, but creating consistent conversations that lead to customers and referrals.

    Viewers will learn how to launch a founder-led brand, educate customers about a new category, build demand without relying on marketplaces, create a content engine, improve offers, and turn early customers into a referral flywheel. Ilene's next steps are to research content buckets, find an editor, and start posting consistently. To learn more about ILEAN Pan, visit ilean-pan.com.

    1 hr 24 min
  • The Blueprint for Scaling a Coaching Business | Jeff Siegel

    Abi Asija sits down with Jeff Siegel, founder of Jeff Siegel Wellness, a coaching business helping men improve their physical, emotional, and relational health so they can become better partners, leaders, and individuals. Jeff shares how he built his coaching practice from a decade of experience, helping men develop stronger relationships with themselves and others through personalized coaching programs.

    Jeff’s biggest challenge is creating a more consistent stream of qualified leads. After generating around $50K in revenue over the last 12 months, Jeff explains how his business has grown primarily through organic search, referrals, and his personal reputation, but needs a more scalable client acquisition system to reach his next growth stage.

    The business currently focuses on private one-on-one coaching with programs typically lasting six to twelve months, along with a group coaching component. Jeff helps men work through personal development challenges related to health, mindset, relationships, and overall wellness while creating lasting behavioral changes.

    A major growth opportunity is improving Jeff’s marketing and positioning. With approximately 70% to 75% of leads coming from SEO and AI search, strengthening his content strategy, authority, and online presence can help more potential clients discover his services and understand the transformation he provides.

    The conversation also explores the importance of creating a stronger offer and customer journey. By clarifying the ideal client, improving messaging, developing stronger lead generation systems, and building more predictable acquisition channels, Jeff can move beyond relying primarily on search traffic and referrals.

    Content marketing is another key focus for future growth. Jeff discusses expanding his YouTube presence, leveraging educational content, and using his expertise to build trust with men who are actively searching for support, guidance, and personal transformation.

    Viewers will learn strategies for scaling a coaching business through stronger positioning, SEO, content creation, referrals, and a more consistent lead generation system. To learn more about Jeff Siegel Wellness and connect with Jeff, visit jeffsiegelwellness.com or email [email protected]

    1 hr 30 min
  • How Do You Grow When Referrals Stop Being Enough? | Mooly Beeri

    Abi Asija sits down with Mooly Beeri, founder of BetterSoftware.dev, a software consulting business helping large organizations improve the effectiveness and performance of their software teams. Mooly explains how his proprietary framework helps companies identify bottlenecks across the software development lifecycle and create more capacity without simply adding more people or tools.

    BetterSoftware’s biggest challenge is expanding beyond Mooly’s existing professional network. With a low seven-figure run rate and a goal of exceeding $10 million in revenue within three years, the business needs a more scalable way to reach new R&D and business leaders outside its immediate connections.

    Mooly explains how the company currently grows through a combination of inbound opportunities and long-term relationships with former colleagues and business contacts. Its ideal customers are typically R&D leaders and business leaders at large organizations who need to deliver more software with existing teams, particularly when facing budget cuts, growing customer demands, or pressure to accelerate delivery.

    A key part of BetterSoftware’s approach is its proprietary framework, which evaluates the entire software development lifecycle rather than focusing on a single activity such as coding, testing, or documentation. By identifying the weakest links and bottlenecks across a team, the company can develop a targeted improvement strategy based on what is actually limiting performance.

    The conversation also explores why Mooly’s current network-driven acquisition strategy becomes difficult to scale. He maintains relationships with hundreds of relevant R&D and business leaders and stays in touch through one-on-one conversations and a weekly newsletter, but expanding beyond this warm network requires greater visibility and consistent content.

    Social media and thought leadership become a major focus of the discussion. Abi outlines a strategy built around short-form, medium-form, and long-form educational content distributed across platforms such as LinkedIn, YouTube, Instagram, TikTok, and X. The goal is not simply to generate views, but to consistently stay top of mind with potential clients who may eventually need help improving their software teams.

    Viewers will learn strategies for scaling a B2B software consulting business through thought leadership, consistent content, relationship-based sales, stronger visibility, and a more scalable lead generation system. To learn more about Mooly Beeri and BetterSoftware, visit bettersoftware.dev or connect with Mooly on LinkedIn.

    1 hr 28 min
  • Can One Small Pricing Change Unlock Much Faster Growth? | Julie Tylman

    Abi Asija sits down with Julie Tylman, CEO of GroupTogether, an online platform helping teams, companies, and communities organize group greeting cards and gifts for personal and professional celebrations. Julie shares how GroupTogether simplifies the process of collecting messages, contributions, and gifts while creating a memorable digital unwrapping experience for recipients.

    GroupTogether’s biggest challenge is not product adoption, but brand recognition. Julie explains that many people have already used the platform without realizing it, whether signing a group card or contributing toward a gift. Increasing awareness and making the GroupTogether name more recognizable is a major opportunity as the company continues expanding.

    The company has grown into a global platform serving users across Australia and the United States, with millions of people interacting with the platform each year. Julie discusses the company’s goal of growing from its current multi-million-dollar revenue range toward $10 million to $15 million in annual revenue over the next three years while continuing to improve the customer experience.

    A major growth opportunity is improving customer acquisition and marketing efficiency. Julie explains how GroupTogether uses channels like Google Ads, organic marketing, and its existing customer database, while Abi highlights the importance of understanding customer lifetime value, acquisition costs, and building stronger systems to measure which channels drive the highest-quality customers.

    Referral marketing is another opportunity for GroupTogether’s growth. Since many users experience the product as participants before becoming organizers, creating stronger referral incentives can help turn existing users into advocates who introduce new companies, teams, and communities to the platform.

    The conversation also explores how GroupTogether can strengthen its positioning by focusing on the emotional value behind celebrations. Beyond being a digital greeting card or gift platform, the company creates a way for people to connect, recognize milestones, and create lasting memories through shared messages and group experiences.

    Viewers will learn strategies for scaling a digital platform, improving brand awareness, optimizing customer acquisition, building referral systems, and creating products that combine technology with meaningful human experiences. To learn more about Julie Tylman and GroupTogether, visit http://www.grouptogether.com. You can also connect with Julie Tylman on LinkedIn or follow GroupTogether on Instagram at @grouptogetherofficial.

    1 hr 40 min

About Honest Wealth Builders

From the publisher's feed

Most business podcasts talk about success. Honest Wealth Builders works on it.


This is a strategy lab where revenue-generating founders break down their business, identify the real…