Inside BS Show

On this episode of the Inside BS Show, Dave Lorenzo interviews Richard Blank, the owner of a call center in Costa Rica.

00:00 How to Build a World-Class Call Center
01:02 What are the unique qualities of Costa Rica?
03:01 How well does the English accent of Costa Ricans sound?
05:06 Why did Dave's family choose to relocate to Miami?
07:19 Richard's journey to Costa Rica
13:25 What are the benefits of people speaking English and Spanish in the business world?
18:47 What services does Richard's Costa Rica Call Center offer?
24:33 What are the business procedures Richard uses in Costa Rica for clients in America?
35:10 Is there any reluctance among call center representatives to make phone calls?
39:21 What are the pros and cons of call center employees working remotely when COVID 19 arrives?
43:22 What qualifications must new call center employees meet in order to work for Richard?

Richard Blank
CEO
Costa Rica’s Call Center
(888) 271-6750
[email protected]

Richard Blank is the Chief Executive Officer for Costa Rica’s Call Center since 2008.
At the beginning of the new millennium, Mr. Blank relocated to Costa Rica to train employees for one of the larger call centers in Central America.

By utilizing his motivational public speaking style backed by tactful and appropriate rhetoric, Richard has successfully prepared and managed over 10,000 of the finest telemarketers in the country for the past twenty one years.

In addition, he has earned the reputation of running a school for telemarketing and is often sought after for private training sessions and consultation.

Mr. Richard Blank holds a bachelors degree in Communication and Spanish from the University of Arizona and a certificate of language proficiency from the University of Sevilla, Spain. A Keynote speaker for Abington High School 68th National Honors Society induction ceremony. Giving back to Abington Senior High School is very important to Mr. Blank. As such, he endows a scholarship each year for students that plan on majoring in a world language at the university level.
Per Gamification, Richard Blank has the largest collection of restored American Pinball machines and antique Rockola Jukeboxes in Central America.
Costa Rica’s Call Center (CCC) is a state of the art BPO telemarketing outsource company located in the capital city of San Jose, Costa Rica. Our main focus has been, and will always be to personally train each and every Central America call center agent so that we may offer the highest quality of outbound and inbound telemarketing solutions and bilingual customer service to small and medium sized international companies, entrepreneurs as well as fortune 500 companies.

On today's Inside BS Show, Dave Lorenzo interviews Immigration Attorney Bennett Savitz. Bennet shares his substantial knowledge of the United States Immigration system with us.

00:00 Immigration Law Master Class
00:47 What it's like to work as an Immigration Lawyer these days?
02:44 What are the Various Aspects of Immigration Law?
05:21 What are The Labor Market Effects of Immigration?
07:47 What is the H-1B Visa Program?
09:25 What other Immigration Laws allow foreigners to work in America?
11:20 Who is eligible for L1 Visa?
12:05 Is there another way for immigrants to work in agriculture in the United States besides the H1B Visa?
13:32 What is a Special Transit Visa?
15:03 What are the options for foreign investors looking to invest in the United States?
19:35 What is an EB-5 Visa and is it a permanent program?
20:33 What is the requirement for the Investment to be in a Targeted Employment Area (TEA)?
21:54 What should an Employer ask Immigration Lawyers for Assistance in Hiring a Foreign worker in the United States?

Bennett Savitz
Immigration Attorney
Savitz Law Offices
(617) 723-7111
[email protected]
https://www.immigrationoptions.com/

About Bennett Savitz
Bennett Savitz has practiced exclusively in the area of immigration law since 1994.  Since 2008, Bennett Savitz has been selected as one of Boston's Best Lawyers in Immigration Law by Best Lawyers of America.  Best Lawyers of America is a trademarked publication described as "the leading referral list in the legal profession."  
Additionally, in 2014, Bennett Savitz was selected to be added to The International Who’s Who of Corporate Immigration Lawyers.  In 2020, Savitz Law Offices was selected as Global 100 Business Immigration Law Firm of the Year in Massachusetts.  Since 1994, Bennett Savitz has been an active member of the American Immigration Lawyers Association (AILA), serving on several local and national AILA committees, helping shape policies and procedures for the entire Immigration Bar.  He has also served as the Chapter Chair of the New England Chapter of AILA.  Bennett Savitz speaks frequently and writes numerous articles on various aspects of Immigration Law.  He graduated cum laude from the University of California at San Diego in 1990.  He received both his M.A. in International Relations and his J.D. from Boston University in 1993, where he graduated as an Edward F. Hennessey Scholar.  He is currently teaching Business Immigration Law at New England Law School, and a Graduate School course on Immigration Law and Policy at Lesley University.

How to Develop Business Strategy

If you own, manage or lead a business, this is the show for you. On this edition of the Inside BS Show, Dave Lorenzo interviews Barry Horwitz, a business strategist.

Join us!

Chapters:
00:00 How to Develop Business Strategy
01:23 How did Barry Develop his Entrepreneurial Mindset?
03:14 What does Culture Eat for Breakfast?
05:09 Strategy as defined by Barry Horwitz
06:11 What is the Difference Between Strategy and Strategy Implementation?
07:51 How does Barry's Experience Assist Clients in Achieving Business Success?
09:48 What is Barry's Strategy for Dealing with Clients who have no chance of Growing the Business?
11:44 Was Barry ever fired by his clients for telling them the truth about their company's not-so-great potential?
14:46 How to Navigate the Internal Politics of a Client Organization?
20:07 How does Barry handle aggravating people in an organization?
22:22 How to Enhance the Lifetime Value of the Client?
24:51 How has COVID 19 Pandemic and all of its ancillary issues Impacted Client Strategy?
27:24 How wonderful it is to reconnect with people after the COVID 19 Pandemic.
30:03 What is the Future of home-based businesses like Real Estate after a Pandemic?
34:39 The importance of working from home versus working full-time in an office
37:49 What does Barry do for Business Development?
40:21 What is the leverage that Provisors provides to Barry?

Barry Horwitz
+1-617-928-0572
[email protected]
https://horwitzandco.com

About Horwitz and Company:

Barry Horwitz established Horwitz and Company in 1995, a management consulting firm that specializes in helping clients grow in a strategic and sustainable way. His career has been exceptionally diverse and varied, spanning a broad range of industries, organization types and sizes, both domestic and international.

As a consultant with The Boston Consulting Group, he helped Fortune 500 companies assess competitive situations and develop growth strategies. As a co-founder and chief operating officer of a venture-backed Internet startup, he raised more than $12 million in venture capital and led the company’s expansion for three years. As a VP of marketing and strategy for a billion-dollar retail chain, he developed the growth strategy for the core business while initiating the launch of a mail-order pharmacy unit that was ultimately sold to Medco.

In his nonprofit work, he has facilitated strategic planning, marketing and business plan development for organizations ranging from national in scope (such as Charity Navigator and two divisions of the American Nurses Association) to local/ regional (such as Chimes International, Inc., The Benjamin Franklin Institute of Technology and the Conservation Law Foundation).

A sought after speaker and moderator, Horwitz teaches MBA courses in strategy and entrepreneurship at Boston University’s Questrom School of Business and Emerson College’s Global Marketing program.

He earned his MBA from Harvard Business School and his bachelor’s degree in economics from Colby College. An avid tennis and squash player, he lives in Newton, Massachusetts with his wife and empty nest.

Leadership Secrets from the Stage to the Boardroom

If you are a business leader, this is the show for you. If you are a professional speaker, this is the show for you. If you want to be more confident in sales or as an entrepreneur, this is the show for you. Join Dave Lorenzo as he interviews Sarah Finch on this edition of The Inside BS Show. 

Chapters:
00:00 Leadership Secrets from the Stage to the Boardroom
01:10 How did Sarah become interested in Improvisation?
02:53 How improv and stand-up can help you improve your corporate performance
05:54 What should a new improv performer do to be successful in business?
07:39 Dave's Three Improv Concepts for Successful Client Business
10:58 How to prepare for an improv scene, as well as a sales meeting or consultative session
13:56 Sarah's improv training has taught her how to deal with unexpected shock.
16:05 How improv helped Dave connect with his audience more effectively
18:26 How Sarah's theatrical background helped her speaking career
20:22 How Sarah put together her conference keynote speech
23:55 What is the best way to use humor in the workplace
31:23 A case study on how Sarah's theater experience helped a CEO connect with his or her team.
37:27 How did Sarah help someone with a bad poker face become the CEO?
42:56 How does Sarah connect with people these days and let them know she's available?
44:12 How does Sarah handle virtual speaking engagements?
45:57 Dave's business perspective about virtual events
47:34 How competitive is the world of professional speaking?
51:21 Sarah's advice to herself in her professional development 15 years ago

Sarah Finch
Leadership Consultant
(773) 799-4571
[email protected]

About Sarah Finch:
Sarah Finch has spent more than 20 years as a facilitator, speaker and coach. Throughout her career she has led improv-based corporate learning for The Second City theatre, leadership competency development for the YMCA and high potential and executive leadership programs for companies in the Vista Equity Partners portfolio.  Five years ago, she decided it was time to lead her work with her own voice and launched her solo business providing leadership and team development her way – with a unique mix of practical expertise, business acumen and theatre-savvy. She has worked with hundreds of corporate, non-profit, government and manufacturing companies including GE Healthcare, Deloitte, Major League Baseball, Harley Davidson, Kraft, Cisco, the IRS and many others.
An accomplished conference speaker, Sarah has delivered breakout sessions and main stage keynotes with audiences across the country. She is a certified provider and coach for EQi and TruScore 360s and is a Faculty member with Lake Forest Graduate School of Management.
Sarah holds a BS from Northwestern University’s School of Speech and an MA from New York University’s School of Education.

How to Achieve a State of Peak Performance

Are you ready to fulfill your potential? Today's Inside BS Show is designed to help you do that. On this episode, Dave Lorenzo interviews Chris King - an executive coach who helps successful professionals take their game to the next level.

If you are ready to move your performance from GOOD to GREAT, this is the show for you. Join us.

00:00 How to Achieve a State of Peak Performance
00:35 What is the process of Flow?
01:28 How to put ourselves into an optimum state of consciousness
02:33 What are some examples of people in an optimal state of consciousness?
04:57 How to master a flow state
07:13 What are the flow triggers
08:40 Is there any preparation required to be in the flow state
12:47 What will help you to achieve flow?
14:19 A story: How Chris helped a regular person achieve flow state.
23:14 How long does it take to get into the flow state?
25:34 What is the downside of getting into the flow state?
30:29 How does Chris get people into that state and not go over the edge?
32:51 Is it possible that some people never experience flow in their lives?
39:29 How can renegotiating your existence help you achieve greater business success?
43:40 Who are Chris's ideal clients?
45:17 Who are the types of people who work with Chris King?

Chris King
Founder
Pique-Performance and Flow Coach
(323) 977-8766
[email protected]

About Chris King:
You’ve renegotiated deals, jobs, and even relationships. What if you could renegotiate your existence?  You can! And you can make the impossible, or even the unimaginable, a reality quicker than you thought!
“Pique-performance” (spelling is intentional) executive coach, author, and speaker Chris M. King sets the conditions for “flow,” a.k.a. “the zone.” He facilitates the journeys that lead to the discoveries that create sustainable advancements for organizations and individuals to quickly achieve the impossible.
Chris’s background is working in technology, broadcasting, and in the neuroscience institute of a Southern California hospital. He has also trained with the very best in flow research including the Flow Research Collective, the Flow Genome Project, David Bayer, Brendon Burchard, Dr. Andrew Huberman, Unbeatable Mind, and retired US Navy SEALs.
Chris’s book, Renegotiate Your Existence: Unlock Your Impossible Life is now available on Amazon.

How to Do Business with a Commercial Banker

If you've wondered how to get the attention of a business banker, this is the show for you. On today's Inside BS show, Dave Lorenzo interviews Patrick Osbourne, a commercial banker with CIBC.

00:00 How to Do Business with a Commercial Banker
00:42 How did Patrick get into Banking?
02:57 What is the underwriting process when lending money to Non-Traditional Bank Clients?
04:27 Who are Patrick's ideal clients?
05:21 How does a Commercial Relationship Manager provide services to clients?
07:03 How important is a middle-market in Patrick's business relationships with personal and commercial banking?
09:37 What is Patrick's Business Development Process?
11:34 Patrick's Inspiring Success Story in Business Development
17:35 How to Form a Relationship Between a Banker and a Client
19:44 What are some of Patrick Osborne's rules for dealing with a banker?
23:33 Who is not a good referral to a banker?
25:20 Referring business the way you want to be referred by Dave Lorenzo
27:53 How can referral help people connect and do business?
29:17 Who are the three types of LinkedIn users?
31:57 How important and useful is LinkedIn to Patrick?
33:40 Dave's connection request guidelines on LinkedIn
36:36 Avoiding red flags when doing connection business on LinkedIn
38:31 Dave's strategic plan for networking relationships that will benefit his clients 

Patrick Osborne
Managing Director 
CIBC
(312) 564-2879
[email protected]

About Patrick Osborne:
Managing Director and Commercial Banking Relationship Manager at CIBC responsible for managing existing relationships and new business development efforts for commercial and industrial (C&I) clients in Chicagoland and specialty finance clients nationally. Patrick provides loans to middle market companies with revenues of $25MM to $2B, along with wealth management, treasury management and capital markets services to businesses and their owners.

How Does a Private Investigator Look at Your Finances?

On this episode of the Inside BS Show, Dave Lorenzo interviews Stuart Berman. They discuss all manners of fraud and how people get caught (among other things).

Join us!

00:00 How Does a Private Investigator Look at Your Finances?
01:04 What inspired Stuart to become a Special Agent and Investigator?
03:38 Stuart's background includes working for the Illinois Department of Securities, as well as being a retired federal agent and forensic accountant.
07:14 What is a General Services Administration (GSA)
09:20 How the General Services Administration handles whistleblower cases?
12:54 Who engages Stuart?
14:48 How does a Licensed Private Investigator like Stuart work in the United States?
16:07 Virtual Reality Assets, Crypto, and NFTs: A Private Investigator, Anti-Money Laundering Specialist, and Certified Fraud Examiner's Perspective
26:37 How do complex schemes, such as sophisticated fraud, grow exponentially?
28:23 How does the US law tracing money back two generations work?
32:25 How can a Real Estate Attorney spot a Red Flag Fund?

Stuart Berman
Co-Founder
RSA Management & Investigations
(708) 417-9269
[email protected]

About Stuart Berman:
Stuart G. Berman CFE, PSP, CAMS, is the Principal and Co-Founder of RSA Risk Management & Investigations LLC. Prior to co-founding RSA, Stuart was an award-winning Special Agent In Charge where he supervised the regional criminal, civil and administrative investigative program, encompassing six Midwestern states and 12 judicial districts. With more than 20 years of federal law enforcement and extensive government investigative experience in conducting complex internal and external investigations.
Stuart is a Certified Fraud Examiner and a Certified Anti-Money Laundering Specialist with more than 25 years of experience conducting and leading audits, quality assurance reviews, examinations, risk assessments, internal controls reviews and testing, and inspections. Stuart possesses strong forensic accounting skills and is highly experienced at implementing proactive data analytics, analyzing records and information, interpreting data, summarizing, and presenting complex financial and commercial-related issues.
Prior to Stuart’s federal law enforcement career, he worked with the Illinois Secretary of State, Department of Securities. He investigated several multi-million dollar unregistered investment promissory note Ponzi Schemes, in Illinois. In addition to Ponzi Schemes, Stuart investigated numerous “churn and burn” and conversion of customer assets cases.
Among Stuart’s many investigative accomplishments, was a five-year GSA OIG, FBI undercover investigation in which numerous consensual recordings were made of GSA officials and contractors by cooperators. By the conclusion of the investigation, approximately 19 individuals composed of contractor employees, GSA employees, a court security officer, and an FBI typist; were charged with various bribery charges and with disclosure of wire and oral communications and pleaded guilty.
In addition to the vast array of investigative experience, GSA OIG’s oversight of the Federal Protective Service prior to the Department of Homeland Security realignment, provided Stuart with expertise in physical, technical and personnel security. This all-important work resulted in Stuart’s experience in site surveys, physical security assessments, threat assessments, and business continuity plans.

Keeping the Chicago Real Estate Market Fair for Tenants

On this episode of The Inside BS Show, Dave Lorenzo interviews David Liebman. David is a Real Estate professional who represents commercial property tenants. He is also a hockey referee. How are those two roles similar? How are they different?  Join us to find out.

00:00 Keeping the Chicago Real Estate market Fair for Tenants
00:47 Why did David choose to work as a tenant representative?
05:47 What are the benefits of working with new people versus experienced people in the market? 
08:11 What is the leverage of business tenants staying in a commercial space?
12:15 What is it that David does that makes people go WOW?
18:21 How difficult is negotiating with an entity rather than a single landlord?
21:52 What is unique about the Chicago Real Estate market?
25:37 What does the future of commercial Real Estate in Chicago look like?
28:53 How did David become a hockey referee?
31:42 How does David handle hockey parents when things get heated?
34:11 How can a baseball coach and a hockey referee set a good example for their teams and their children's parents?

David Liebman
Tennant & Buyer Representative
Merit Brokers, LLC
[email protected]
(847) 721-6088

About David Liebman:
We create superior negotiating leverage for Commercial Tenants, Buyers, & Investors so that landlords and sellers COMPETE for our clients.
We make landlords and sellers COMPETE for our clients, the Tenants, Buyers, & Investors of Industrial and Office Properties. Our Secret Sauce: NO CONFLICTS OF INTEREST with owners & landlords -- we exclusively rep ONLY the buyers & tenants; superior negotiation skills honed over 32+ years; high attention to detail; prior legal experience; and EXCEPTIONAL personal service!  We work in the Chicago Metro area as well as providing national and international representation through the Society of Industrial and Office Realtors (ww.sior.com) and ProVisors brokers and influencer relationships.  RESULT: THE best deals for our clients in their respective markets!

How to Differentiate Yourself and Grow Your Book of Business

In his episode of The Inside BS Show, Dave Lorenzo interviews Jonathan Mayotte. Jonathan is a highly successful insurance executive. Today's show is about how a professional service executive grows a book of business. This show can help make you thousands of dollars. Join us for this great edition of The INside BS Show.

00:00 How to Be Different and Grow your Book of Business
00:52  How Jonathan got involved in Commercial Insurance
03:07  What is the best part of working as a Commercial Insurance Specialist?
04:40  What is the biggest challenge that Jonathan experiences in his job?
05:37  What is Jonathan's approach to winning a client from a competitor?
07:38  What steps did Jonathan take to get to this point in his career?
10:54  How did Jonathan become the Chamber of Commerce Chairman?
15:29  What is the value of being a Chamber of Commerce member?
17:27  What should a new insurance agent do, and what should they avoid?
21:06  How to keep your momentum during a long sales cycle
24:31  How to approach a client whose policy is about to expire and ask for a renewal
27:03  How is Jonathan's client information protected?
29:27  How Jonathan manages his time between working with clients and looking for new ones
30:50  Who is Jonathan's ideal client?

Jonathan Mayotte
Commercial Insurance Specialist
Thornton Powell
[email protected]
(217) 649-4714

About Jonathan Mayotte:
Jonathan Mayotte is a Commercial Insurance Agent with Thornton Powell and has been with the agency since 2013, advising businesses on their Property & Casualty Insurance program. Jonathan started his Insurance career in 2012 with an Allstate agency in West Palm Beach, FL. Prior to Insurance, Jonathan worked for twelve years in the radio industry as a Disc Jockey, Program Director, and Production Director. Jonathan graduated in 2005 from Illinois State University with a B.S. in Political Science and achieved the coveted designation of Certified Insurance Counselor in 2020.
Jonathan enjoys music, playing golf, watching sports, and spending time with family and friends. Jonathan and his wife reside in the Lincoln Park neighborhood of Chicago and he serves as Chairman of the Board for the Lincoln Park Chamber of Commerce.

Insperity is a company that helps businesses with their human capital management. On this episode of The Inside BS Show, Dave Lorenzo interviews Business Performance Advisor Rob Stepen. Rob shares the value of Insperity's services, and he shares valuable business advice.

Join us for this compelling interview.

Chapters:
00:00  How to improve your business performance
01:05  What does Insperity do?
03:07  How does Insperity's co-employment model work?
04:24  What are the different business services Insperity provides?
06:49  How does Rob find his clients?
08:43  What you should know if you want to start a business
15:50  How altruistic behavior benefits Your business, life, and happiness
19:51  How being a Provisors member can help you broaden and strengthen your network
25:38  Who are Rob's best clients?
28:37  The value of referrals

Rob Stepen
Business Performance Advisor
Insperity
[email protected]
(773) 818-7002

About Rob Stepen:
I apply decades of experience as a business owner to work with Small to Mid-size businesses to realize their company goals by improving their efficiency, accelerating growth and driving revenue by introducing our PEO Model.