The Agent of Wealth

Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. 

Unreasonable Hospitality is a captivating book about how going above and beyond can create unforgettable experiences for customers, or clients. Discover actionable takeaways, inspiring anecdotes, and strategies to elevate your service to new heights!

In this episode, we discuss:

• What unreasonable hospitality is, and what sets it apart from traditional notions of hospitality.
• The importance of empowering team members to exceed expectations and foster a culture of creativity and collaboration.
• How affirmation can be leveraged as a tool for motivation and trust-building within teams.
• The challenges of executing unreasonable hospitality effectively in various contexts, and how to overcome them.
• And more!

Resources:
Episode Transcript & Blog | Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'me' mindset to a 'WE' culture. Discover the '10 WEs' that can revolutionize your team's dynamics and drive unparalleled success. 

Tune in to find out how simple yet profound changes can reshape your organization from the inside out!

In this episode, you will learn:

• The power of “WE,” and why leaders in all kinds of organizations should avoid the "me-oriented" paradigm.
• The “10 WEs” – principles focused on fostering collaboration and collective accountability.
• How to implement and integrate these principles into daily operations, and hold individuals accountable. 
• How successful adoption of the principles can create meaningful change.
• And more!

Resources:
Episode Transcript & Blog | Begin With WE: Principles for Building and Sustaining a Culture of Excellence | KyleMcDowellInc.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to help younger generations navigate their financial journey with confidence. Discover essential strategies for managing debt, making smart investments, and avoiding common pitfalls. 

Tune in to gain valuable insights that will set you on the path to financial success.

In this episode, you will learn:

• Why millennials should prioritize paying off high-interest debt and building an emergency fund before focusing on investing.
• How financial advisors can help millennials manage emotions and prevent costly mistakes. 
• How millennials can avoid over-trading, emotional impulses, and falling victim to media hype. 
• The benefits of early and strategic saving.
• The value of simplicity in investing.
• And more!

Resources:
Episode Transcript & Blog | wealthierbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve their educational dreams without the debilitating weight of student loan debt. Her unique blend of knowledge, strategic insight, and a commitment to community engagement lays the foundation for a future where generational wealth is accessible to all.

This episode is packed with actionable advice that could transform your family’s approach to higher education funding!

In this episode, you will learn:

• The importance of pursuing a debt-free degree in today’s financial landscape.
• Effective strategies for managing higher education costs while maintaining overall financial wellness.
• Key approaches and timing for introducing debt management concepts to adolescents.
• How to evaluate colleges/universities with the goal of a debt-free degree, considering both cost and academic objectives.
• The importance of exploring unconventional scholarships and financial aid options, even for high-earning households.
• Real-life examples and community resources to support a debt-free educational journey.
• And more!

Resources:
Episode Transcript & Blog | DrRoz.love | DebtFreeDegree with DrRoz | DebtFreeDegree: Graduate Without Student Loans While Getting Good Grades, Having Tons of Fun, and Landing Your Dream Job! | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental author advocate. With more than 50 years of experience in book publishing, Michele is on a mission to help authors ask the right questions to make informed decisions about publishing their books. She also wrote a guide: Publish Like the Pros: A Brief Guide to Quality Self-Publishing.

In this episode, you will learn:

• What self-publishing is, how it has evolved over time, and tips for avoiding common pitfalls in the industry.
• What authors need to know about editing, cover design, interior design, and more.
• The essential services authors need to publish a book.
• The real impact of Artificial Intelligence on the book market.
• And more!

Episode Transcript & Blog | 1106design.com | Publish Like the Pros: A Brief Guide to Quality Self-Publishing| Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LLC. Discover how Scott transitioned from a career in engineering to building a successful portfolio valued at over $3 million, and explore his strategic insights into selecting, managing, and scaling turnkey properties. 

In this episode, you will learn:

• What turnkey rental investing is, and how it allows for passive income with minimal management.
• What criteria to look for in turnkey rental properties.
• The importance of prioritizing cash flow over appreciation in turnkey properties.
• Risk management and scalability strategies for turnkey rental properties. 
• And more!

Resources:
Episode Transcript & Blog | scottastanfield.com | Passive Profits: The Turnkey Investor’s Guide | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical steps in starting a business to navigating complex regulatory environments. Discover practical advice on drafting solid contracts, resolving disputes, and safeguarding intellectual property rights. 

In this episode, you will learn:

• A variety of legal issues to consider when starting a business.
• Common legal challenges that small to medium-sized businesses face.
• How businesses can work to stay compliant with evolving regulations.
• Why entrepreneurs should consider protecting their business’ intellectual property.
• And more!

Resources:
Episode Transcript & Blog | fornarolegal.com | [email protected]  | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, and embrace flexible retirement approaches that suit your lifestyle. 

In this episode, you will learn:

• Why there is a need for a mindset shift regarding retirement – from a fixed age-based milestone (like 65) to a more flexible approach that considers longer lifespans and continued work in fulfilling roles. 
• How a phased retirement approach – a gradual reduction in workload – can fit into your retirement plan, especially those of business owners. 
• A variety of strategies to navigate retirement goals while also creating financial stability (The “Never Retire Approach,” and “Practice Retirement Approach,” as examples).
• And more!

Resources:
Episode Transcript & Blog | Next Crest Consulting | Kevin Hoover - LinkedIn | Mission To Margins (YouTube) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need.

Tune in to gain valuable insights on maximizing your travel experience!

In this episode, you will learn:

• What luxury travel is.
• The physical and mental benefits to travel.
• The advantages to working with a travel advisor or consultant.
• How to choose a travel advisor or consultant for the best experience. 
• Which travel credit cards come to your benefit to make the most of your trips.
• Current travel hotspots, in the United States and around the world.
• And more!

Resources:
Episode Transcript & Blog | Luxe Travel Consultants | Rodney George – LinkedIn | The Points Guy | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need.

Tune in to gain valuable insights on maximizing your travel experience!

In this episode, you will learn:

• What luxury travel is.
• The physical and mental benefits to travel.
• The advantages to working with a travel advisor or consultant.
• How to choose a travel advisor or consultant for the best experience. 
• Which travel credit cards come to your benefit to make the most of your trips.
• Current travel hotspots, in the United States and around the world.
• And more!

Resources:
Episode Transcript & Blog | Luxe Travel Consultants | Rodney George - LinkedIn | The Points Guy | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call