Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Tersh talks with Terry White, President & CEO of Sunwest Trust. He has been working in the real estate & investment world for 35+ years, and he's got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking, and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agents and IRA custodians for Individual Retirement Accounts.

Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRA's, customized to fit their needs and financial goals. When he's not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado.

Connect with Tersh www.serviceemperor.com or on social media @tershblissett

CONNECT WITH TERRY [email protected] www.sunwesttrust.com www.sunwestescrow.com

Check out this summary of Terry's book titled "When All You Have Is A Hammer...: An Informational Guide To Self-Directed IRAs":

"If all you have is a hammer, everything looks like a nail." Bernard Baruch, American Businessman

As a young man, Terry White worked as a framer for his dad's construction company. He used a big, heavy framing ax to pound 16-penny nails into 2 x 4s. An astute observer, he noticed that the finish carpenters on the site used a delicate, little hammer for their work of installing woodwork, window sills, and molding. The tool Terry used for his work was not the right tool for the job of a finish carpenter, nor did he have the skill to become a finish carpenter; he recognized that and took the lesson with him into adulthood.

With that story in mind, Terry chose the title for this book to position the Self-Directed IRA as another tool you may use to achieve your retirement goals. It is his opinion that Self-Directed IRAs are not for everyone; but for the right person, a Self-Directed IRA may be just the right tool for the job.

Self-Directed IRAs are great tools if you have the knowledge and skills about that in which you are investing, or want to acquire the knowledge and skills about that in which you want to invest; or are able to hire someone with the knowledge and skills about that in which you want to invest. Terry wrote this book as an informational guide for those who may be interested in Self-Directed IRAs. Readers will gain a broad overview of what owners of Self-Directed IRAs may expect and some of the investments they may purchase.

Rene Zamora is a remote sales manager and shares some awesome information here about how to run a sales department and how we get out of our own minds as a salesperson who isn't great at sales!

Tersh talks with Rene about his own experiences and they figure out how to help him become a better salesman for his business. Learn more about Rene and his business at https://salesmanagernow.com/

Tersh talks with Dirk van Reenen about structuring service businesses, and what we oftentimes miss when it comes to planning the growth process.

Businesses often times will hit a ceiling or wall after they have already begun the process of rapid growth. This oftentimes happens due to not training the proper people in leadership before placing them in a role that requires a leader!

What part does Dirk find is most commonly missing from the businesses that are struggling the most? It is the Human System! A Human System can be defined as a small group of people who simply come together for a common cause or thought. Once the Human System is built within your business, it's growth is unstoppable!

We talk about the three divisions that are required in the BERGflow system:

1. Services Division
2. Operations Division
3. Growth Division

Dirk explains that once the business has 4 key individuals, it is able to operate successfully! These four individuals are listed here: The CEO, The Service Division Leader, The Operation Division Leader, and The Growth Division Leader.

Listen to today's episode to learn more about how to scale your HVAC services, HVAC installation, HVAC maintenance, and HVAC replacement business!

Learn more from Dirk and his team by visiting their website www.bergflow.com

Learn more about Tersh by visiting www.ServiceEmperor.com or by connecting with him on social media @tershblissett

Tersh has the great pleasure to speak with Mike Eriksen of Bluon about their latest product that is making waves within the HVAC industry! The Bluon App of course!! Oh, and the other little product, R-458A, that is making systems operate more efficiently and is a direct replacement for refrigerant 22!

Check out the way we train our service tech by using virtual reality here!

Service Business Mastery Podcast

What is your personality code, and how do you use it to communicate better? Michelle LaFrance talks with us about the 4 different types, and how we can better sell to those who have a personality type that is different from our own! Here is a quick list of the personality types: B-lueprint - these people like structure, loyalty, trust, and they are reserved individuals. A-ction - get things done quickly! They also enjoy the VIP treatment. N-urturing - value relationships, they want to know that you and your business is helping others. K-nowledge - Logical, expertise, connect the dots. These are the thinkers of the group!

#bankcode

Learn more from Michelle and get your free test here https://heysmartypants.com/

Service Business Mastery Podcast

Mary Lent with ThermoGRID came on today's show to share with Tersh several ways in which we can use technology such as ThermoGRID to free up time within our day.

Tersh speaks with Claire Chandler about growing his business at a rapid speed without collapsing due to the speed of his growth. They also speak about Claire's book called "The Whirlpool Effect"... btw, the back story of the book's naming is enough of a golden nugget that it could have been the entire episode's interview topic!

Working with many diverse startups and corporations over the last 25 years, Claire experienced that most companies fall apart once they start to scale. As a solution to this business timebomb, she created the 'Whirlpool Effect' - a revolutionary way to align your leaders and teams around a unifying vision that attracts, retains and motivates the right talent to achieve your mission.

Claire's simple yet powerful process is helping many companies find and fix bottlenecks that are choking their business performance so they can rapidly scale without the growing pains.

It's time to grow into the leader your people can't wait to follow.

Check out the impressive list of topics Claire's book covers:

• Stop bleeding talent (and why it has little to do with the hiring process)

• Scale without losing your intimate company culture Remove the invisible wall between your HR and Leadership team

• Bottle up your founder's personality so it stays alive during company growth

• Become a magnetic leader by implementing the 'FLOW' process

• Stop acting like a startup and expand without falling apart

Learn more from Claire by visiting www.ClaireChandler.net

Service Business Mastery Podcast

What is the future of the current refrigerants in the HVAC industry?! Today we talk with the team at Daikin Applied about their goals and what would be a great new product that could potentially hit the market if passed by the US government. We talk about the massive benefits that come along with this new refrigerant as well! Huge shout out to Susan & PJ for coming on the show and for everything they are doing to help improve our industry!!

Check out Interplay Learning here!!

Service Business Mastery Podcast

In today's episode, we talk about writing our own obituary! While this may sound like it outside of the normal box of thinking, it is something that is very normal when it comes time to give away your time as a Mentor to someone else. Kevin Harris of Radical Mentoring speaks with us today about what we should do if we are asking to be someone else's mentor, and how we should act as someone who is a Mentee.

Learn more from Kevin and his group of leaders by visiting their website www.radicalmentoring.com There is a ton of amazing free resources on their website, and they will help guide you along the path of mentorship! Good luck!

Service Business Mastery Podcast

Before listening to today's episode, take a moment to complete this mindset assessment! It only takes 5 mins and gives you a ton of helpful feedback! While listening to today's episode, follow along to learn more on how you can improve your own personal mindset! If you'd like to learn more from Ryan, just click here to visit his website.

If you are trying to operate your business as successful as possible, then you must know and understand the mindset of your team. A great leader understands their teams' mindset, but also understand their own mindset and how to improve them both!

Learn more about Ryan here!

Service Business Mastery Podcast