Inside BS Show

The Secret to Being Comfortable with Sales

This is probably the best discussion of sales in professional services that you're ever going to find. Sales is about helping people see what is good for them. If you believe - really believe - you have the best solution for your client (or prospective client) you MUST push until they give you an answer. It is malpractice if you don't. 

Chapters
00:00 The Secret to Being Comfortable With Sales
00:44 Why Does Sales Come Naturally To Some People?
01:10 Nothing Happens Until Somebody Sells Something
01:58 Leadership Influence Is What CEOs Do But It Is Also Selling
02:28 Mindset Shift You Need To Embrace
03:46 How To Become Comfortable With Sales
04:51 Purity of Intent
05:53 The First Thing To Think About
06:25 Dave Pitches ProVisors To Demonstrate His Purity of Intent

About Inside BS Show 

The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.
Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. 

Easter Bunny

On Fridays on The Inside BS Show, we like to have a little fun. It was filmed during the NBA finals and, in completely unscripted fashion. She wasn't expecting him to turn the question around to her and she reveals the time she dressed as the Easter Bunny and had to retreat to the safety of the kitchen before things got ugly. 

Chapters
00:00 Easter Bunny
00:32 Spots Oversized Shoes at NBA Game
00:55 What is the Most Ridiculous Thing Dave Has Worn?
04:55 The Problem Dave Had with a Santa Suit
05:45 The Irrational Fear Lorenzos Have of Clowns

About Inside BS Show 

The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.
Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. 

Master The Art of Referrals

You received a really bad referral from another lawyer. This referral turned out to be an annoying pest who not only wastes her time but continually reminds her of the carelessness of the referral attorney. Clearly, the referring attorney didn't care about you wasting her time with the pest.

Dave shares with us the PROPER way to pass a referral and a story of how a great referral resulted in a 17-year client friendship. 

If you want to be viewed as an ideal referral partner, this is the most important 13:44 you will invest in your career. 

Chapters:
00:00 How To Master The Art of Referrals
00:30 Telling a Story of an Annoying Pest Who Was Referred to Her
02:16 Dave Tells a Story About a Competitor Who Annoyed Him - But It Has a Plot Twist
03:35 Dave Teaches Lawyers and ProVisors Members to Refer Business
04:11 The Way You Give Referrals is How You Will Get Referrals Back
06:00 How Dave Really Feels About Blind Email Referrals
06:32 The Three PROPER Ways to Pass a Referral
09:23 STOP Wasiting People's Time and Do This First
10:25 Why Qualifying the Referral First is Important
11:45 Dave Delivers the SHOCKING End to the Story He Started the Show With

About Inside BS Show 

The Inside BS Show  provides business leaders with inside business secrets to help them make a great living and live a great life.
Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. 

How to Create an Ideal Partnership

This was the beginning of a partnership that lead to the development of a phenomenal professional networking group. While this may seem like an insignificant achievement - bringing 55 professionals together for a common purpose - it is just the beginning of what these two will accomplish.

They've chosen the second episode of their joint podcast to briefly explain why their partnership is so special and why you should try and have something like it in your world if you want to do big things.

Chapters:
00:00 How To Create the Ideal Partnership
02:40 Core Value Alignment and Complementary Strengths Mean Everything in a Partnership
04:42 Big Ideas & Details Are What Make Our Relationship Work
05:38 Your Take-Away
06:44 Saying Something Nice to Dave

About Inside BS Show 

The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.
Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. 

The Inside BS Show provides business leaders with inside business secrets to help them make a great living and live a great life.

Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. 

How to Become a Bicoastal Realtor

About Rhonda Kohn

Real Estate Broker
(800) 825-0102
[email protected]

Specializing in Residential Real Estate in Los Angeles and Miami. My practice is global and I am bicoastal. Representing both Buyers and Sellers with all aspects of their Real Estate needs. I have direct experience with property sales in Receiverships, Assignment for the Benefit of Creditors, and Bankruptcies, and work with SoCal receivers from Simi Valley down to LA Quinta. I work closely with Fiduciaries, Business Managers, CPAs, Family Law, and Trust/Probate Attorneys. Additionally, I also have extensive knowledge in the Condo And Townhouse Market.

00:00 How to Become a Bicoastal Realtor
01:09  How did Rhonda start into real estate?
02:02 What is the difference between the real estate that Rhonda works in from LA to Miami?
03:00 How does Rhonda handle listing in two markets?
06:43 What effect has the current economic situation had on real estate in each place?
08:40 How does Rhonda handle buyer expectations on property in various locations with high prices?
11:47 What do the majority of buyers seek for in a home?
14:11 What are the additional costs that buyers may face in a jurisdiction other than South Florida?
18:59 How does Rhonda handle purchasers from Miami or Los Angeles?
20:51 What deal is Rhonda the most proud of?
25:21 A good story of Rhonda's dealings with defects property listing?
31:20 Another Rhonda Real Estate story
37:42 Rhonda teaches clients how to create a seller video.
41:17 Can Rhoda arrange for the buyer and seller to meet in person?
46:18 How does Rhonda manage her lifestyle when she has a deal from LA or South Florida?

About Inside BS Show with The Godfather and Nicki G

The Inside BS Show with the Godfather and Nicki G provides business leaders with inside business secrets to help them make a great living and live a great life.
Since its inception in 2020, the show has been a valuable resource for CEOs and business leaders seeking the personal and professional knowledge they need to take their businesses to the next level while making the journey more rewarding. 

Dave Lorenzo and Nicola Gelormino have the unique ability to get their guests to share the insider secrets that have helped them dominate their industries. 
A new episode is released at 8 AM each business day.

How Medical Professionals Plan for Retirement

About Drew Powers

Drew Powers is the Founder of Powers Financial Group LLC, a Registered Investment Advisor, specializing in advanced investment and insurance strategies for Medical and Dental Professionals, Business and Practice Owners, and Successful Professionals.

Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies.

At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. He holds FINRA Series 7 & 66 registrations, as well as Life and Health Insurance licenses.

As a member of Ed Slott's Elite IRA Advisor Group, Drew receives in-depth technical training on advanced retirement account planning strategies and estate planning techniques, new tax laws, and proactive preparation for pending legislation. Drew has also trained under former IRS trainer Sandy Botkin, and he has been named a Five Star Wealth Manager for 2019 and 2020.

Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.

Chapters
00:00 How Medical Professionals Plan for Retirement
00:57 How did Drew get started helping folks in the medical industry on retirement planning?
01:44 Why are medical residents important to Drew as clients and what do they do?
03:29 How does Drew counsel someone who is deeply in debt?
05:12 What is the first thing Drew focuses on with his clients?
06:59 What kind of disability insurance do residents who aren't making a lot of money get?
08:53 It is more difficult to ensure one type of medical practitioner than another?
10:18 How does a retirement plan work for medical professionals?
12:56 How does a minimum-wage earner in the medical industry obtain a retirement plan?
15:31 What ERISA stands for and what are the things that they allow people to achieve that make them so vital to Drew's business with his clients?
17:19 How to buy the assets for less money while avoiding taxes?
18:53 Why do many believe that wealthy individuals do not require insurance?
23:50 How much of Drew's business comes from referrals?
25:08 What should people pay attention to when referring Drew?
26:17 Which one would Drew prefer to work with: someone who has already started working with a financial advisor or a new one?
28:11 What information must a client provide for Drew to assist them?
29:52 What will an estate planning attorney hear that will make them want to visit Drew?
32:54 How does Drew help families who have list a loved one?

The Inside BS of Fraud Investigation

About Tracy Coenen
Tracy Coenen has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of industries. Because she is so hands-on in each investigation, Tracy can testify in depositions or trials with confidence.

00:00 The Inside BS of Fraud Investigation
01:34 How did Tracy become a Forensic Accountant?
02:42 How did Tracy become a Fraud Investigator?
03:29 How exciting it is to discover business executives who stole or found money that a spouse thought he or she was incredibly clever and hid.
04:16 Who is better at hiding money from others: the CEO of the company or the shady spouse?
04:45 A case study: How Tracy discovered hidden property from a client's husband
05:58 How does Tracy approach her job in corporate and divorce cases?
07:08 What are some of the most common corporate methods for individuals to commit fraud and steal from huge corporations?
08:33 How can a client hire Tracy from an attorney?
10:33 How does Tracy guide her clients through every aspect of the divorce process?
11:30 How often does Tracy need an attorney to appear in court and get a subpoena to obtain evidence?
12:18 How much is the divorce penalty for not closing an account?
13:00 When does Tracy give testimony in court as a fraud investigator?
14:45 How does a lawyer resolve a matter before presenting a report?
16:32 What financial guidance Tracy offers to her pals who are preparing to get married
18:12 Is it best for a couple to have a joint account but keep their own money?
20:13 The value of financial transparency in a married partnership
20:51 What has Tracy witnessed that surprises her in regard to a divorcing couple's finances?
21:43 How vital is it for a married couple to have an in-case of emergency list that is internet secured and stored in a safe deposit box?
24:38 What is a divorce money guide, and what inspired Tracy to write one?
25:53 What is the first step in collecting financial documents?
27:07 How often does a forensic accountant, such as Tracy, find hidden money from a husband of a client who's facing a divorce settlement
29:29 How does Tracy handle and protect a pension that someone might be getting, if someone is going through a divorce?
31:01 Where does Tracy fit into the divorce process?
32:12 In what stage of the divorce process does an attorney consult with a forensic accountant like Tracy?
34:05 Who is Money Guide for, and where can they find it?
34:50 What is the best way to reach Tracy?

Talking Patent Law with Satellite Girl

About Arlyn Alonzo
Arlyn Alonzo is an intellectual property attorney (patents, trademarks, copyright). She has a special concentration on the preparation and prosecution of patent applications as well as support for technically complex patent infringement litigation cases. Arlyn has worked with clients in a variety of high-tech industries, including wireless communication systems and networks, optoelectronics, digital storage media, medical devices, and other electrical and mechanical inventions. Arlyn has also been influential in helping many litigation attorneys find their “super” expert witnesses to win their cases.

Arlyn Alonzo
Intellectual Property Attorney
(310) 853-3827

00:00 Talking Patent Law with Satellite Girl
01:33  How did Arlyn get the nickname of "Satellite Girl"?
02:54  How did Arlyn transition from engineering to Intellectual Property Law?
04:28  What types of Patents does Arlyn work on as a result of her engineering background?
07:35 What are the types of intellectual property and what does Arlyn works on?
08:51 How essential are referrals from other Intellectual Property Attorneys?
10:35 What is the difference between a Utility Patent, a Design Patent, and a Plant Patent?
13:12 Could someone apply for both a utility and a design patent if their idea is unique?
14:24 What is a patent attorney's step-by-step approach in their client?
18:04 What exactly is an Office Action?
22:00 How often does Arlyn come across the same folks for the same type of invention?
24:13 Who is Arlyn's ideal client? 
25:47 What should the client have in order to contact Arlyn?
26:56 Why you need a Patent Litigation expert involved in a LPatent Litigation Case?
30:33 How did Arlyn become fluent in four languages?

Inside the World of Succession Planning

About Warren Rutherford
Warren Rutherford is the Owner of Rutherford Advisors, Inc. DBA The Executive Suite, located in Hyannis, MA USA since 2004.  He provides succession-based executive search and C-level search services to closely held and family owned businesses. A graduate of UMass Amherst with a degree in Political Science and Northeastern University with a masters degree in Public Administration, Warren has certifications as a One Page Business Plan consultant, an Innermetrix consultant, and is a master coach. He has developed a talent assessment system for use in his executive search services to create a "person-future fit" for each executive search assignment.  Personal - he is married to Carol, 2 grown children, Kevin and Keri, and a growing golden retriever, Layla.

Warren Rutherford
Succession-Based 
Executive Search Expert
(508) 778-7700
[email protected]
 

00:00 Inside the World of Succession Planning
01:13 How did Warren become a Succession-Based Executive Search Expert?
03:30 What exactly is a Succession-Based Executive Search?
05:28 What percentage of Warren's deals does that CEO get when purchasing a company?
06:46 How does Warren assist his clients in realizing their business goals?
09:43 What size firm would be ideal for Warren's business?
11:31 How does Warren make certain that he is hiring the right person for the CEO position? 
13:25 What is Warren's approach to winning clients' trust in finding the right professionals for the position?
15:48 What is Warren's opinion on what people should and should not post online?
21:53 How does Warren handle sensitive topics during the interview?
24:00 What is Warren's recommendation to an applicant with a poor credit history?
26:58 How does Warren manage to work in multiple states?
28:21 How can clients find Warren Rutherford?
29:56 What aspect of Warren's appeal most surprised him?
30:59 What industries aren't a good fit for Warren's business?