Axel started Wizest by bringing together the co-founding team around a clear vision and mission: building a solution that makes investing more approachable, collaborative and transparent. After an early career in France and Spain as an industrial engineer working mainly in the automotive industry, Axel came to the US to get his MBA from MIT. He then started his finance journey, serving as the head of strategy and transformation for two banks, leading areas like strategic and commercial planning, product development, marketing, operational efficiency, compliance, digital transformation and M&A. During this time managed an online bank, VirtualBank, and, before starting Wizest, launched another online bank, one from scratch, TotalDirectBank.

During the show we discuss:

• How to Choose the Right Investment for You

• Th Good Investments for Those That are Just Starting

• The Low-Risk Investment Types That Have Decent Returns

• The Best Investments to Take Advantage of In The Market Right Now

• The Most Promising Startup Investments to Check Right Now

• How to Start Investing

• How to Get Funding for Your Investment

• The Best Next Steps to Take After You’ve Made Your Investment

• Where to Look for The Best Financial Advice in Making Investments

• Tips/Strategies to be Successful in Investments

• The Differences Between Traditional and Modern Investments

• How to Take Advantage of Technology in Making Investments

Resources: https://www.wizest.com/

Don W. Long is a respected entrepreneur of two businesses that have generated more than $100 million in sales. Don has authored several books including his international sales book Sell or Don’t Eat.  Don’s cross-disciplinary teaching style is a match for corporate training, conferences, panels, workshops. As an experienced entrepreneur and speaker, Don inspires audiences to seek radical transformation through his direct, relatable, and passionate speaking style. During the show we discuss:

• The 3P’s of Developing Your Sales System

• Why You Need to Systematize Everything 

• How to Develop the Policies, Processes, and Procedures to Scale Your Company

• How to Sell When You Suck at Selling

• How to Make a Client Experience Map that Will Keep Your Clients From Wanting to Leave

• The 3P’s of the Hiring Process

• The Best Practices in Team Communication

• How to Develop New Leaders in Your Organization / Business

• The 3P’s of Training and the Things to Keep in Mind in Training Your Clients and Your Team

• What Personality Profile Testing is and Why It is Important in Your Business

• How to Approach Planning Itself for Every Aspect of Your Business and How to Intelligently Implement These Plans

Resources:https://www.donwlong.com/

Stephen Flood is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. 

He held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives.

When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold and silver purchasing and storage.

During the show we discuss:

• Why Invest in Gold and Silver
• How Silver and Gold Investment Works
• Why Gold and Silver Over Other Metals
• The Edge of Gold and Silver Over Other Investments
• Things to Consider Before Investing in Gold and Silver
• How to Start Investing in Gold and Silver
• How Long Before You Get ROI on Gold and Silver Investments
• Metal Bars vs Coins; What’s the Difference Investment Wise and Why They Differ in Price Per Unit of Weight
• How Much a Good Startup Gold and Silver Investment Cost
• How to Buy Gold and Silver
• Where to Buy Gold and Silver
• What to Look for in Gold and Silver Dealers
• What to Do with Gold and Silver After Purchase
• Where to Store Gold and Silver After Purchase
• What to Look For in Gold and Storage Services
• How to Sell Gold and Silver and Get the Highest Return

Resources:

https://www.goldcore.com/

http://www.goldintheusa.com

Anna Hall is the founder of The Purpose Equation® LLC, and is the creator of The Purpose Equation®, an evidence-based framework that guides individuals to discover their unique Purpose. The framework she invented is the basis for programs and workshops that are designed to identify purpose, spark joy, and personal growth – at any age and in every moment.Throughout her career, she has witnessed how purpose builds resilience and improves wellness. Her mission has become helping people define and activate their purpose – in life and work.

Anna also led Continuing Care Retirement Communities (CCRC) and Skilled Nursing engagement programming for Brookdale Senior Living, the largest senior-living provider in the country. 

During the show we discuss:

• The Importance of Knowing Your Life's Purpose
• How Passion and Purpose are Different
• How to Determine Your Personal Values
• The Advantages of Knowing Your Life's Purpose Over Not Knowing It
• How to Establish Your Top 5 Personal Core Values
• The Right Time to Start Seeking Your Life's Purpose
• The First Important Steps to Take in Starting to Discover Your Life's Purpose
• The Usual Obstacles that Will Hinder You in Finding Your Purpose
• How to Know if You’re on the Right Track in Seeking Your Life’s Purpose
• The Importance of Understanding Your Purpose as an Entrepreneur
• How to Use the Purpose Equation® to Improve the Quality of Your Life
• How Purpose Helps You Grow Your Business Faster and Easier
• Why You Should Help Employees Find Their Purpose 
• The Advantages of Knowing Your Life's Purpose for Your Business

Resources:https://thepurposeequation.com/

https://www.linkedin.com/in/annakhall1/

Jerry Fetta helps make finances simple, true, and applicable. As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life. Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same!

During the show we discuss:

• Why Financial Literacy is the Difference Between Wealth & Poverty
• The Pillars of Wealth
• How to Use the Triangle of Wealth 
• 3 Daily Habits You Should Develop to be Wealthy 
• How and Where to Learn About Financial Literacy
• What Many People Do Wrong with Their Money
• How to Build Wealth Like the Top 1%
• The Good Habits That All the Wealthy Possess
• How to Make Money While Paying Off Debt & Making Debt an Investment
• Why Getting a Loan is a Good Idea to Build Your Wealth
• How to Own Real Assets
• Why Passive Income Should be Greater than Savings + Expenses + Taxes
• The Passive Income Opportunities That We Can Start Now
• The Opportunities on Alternative Investing
• Things You Need to Know About Alternative Investing
• How to Not Pay Your Taxes & Get Away With It

Show resources:

https://wealthdynamx.com/

www.jerryfetta.com/b2fpromo

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. 

Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".

During the show we discuss:

• What a Note is
• What Note Investing is
• Why You Should Invest in Real Estate Notes
• How Note Investing Works
• How to Get Involved in Note Investing
• How to Get Started with a Note Investing Fund
• How to Fund Your Note Investing
• How Retirement Account Funds Can Be Used to Invest in Notes
• Why Invest in "Assets"
• Techniques to Analyze and Evaluate a Note
• Best Practices for Risk Management
• How to Purchase a Note and Properly Manage It During Your Ownership
• How to Invest In and Evaluate Note Funds as a Passive Investor
• Strategies in Note Investing
• How to be Successful in Note Investing

Show resources:

https://www.fredmoskowitz.com/

Jeremy Cotter is a leading investor in health technology with the YouRise fund. At Google, he won division awards and grew over a dozen high-growth tech companies, as an executive, entrepreneur, and investor. He was on the founding team & employee #1 at AllTrails. He has won international leadership awards and grants for health research.

He is a performance athlete and two-time state champion runner. He is also the co-founder of the YouRise Foundation, helping patients with ALS & dementia.

During the show we discuss:

• What Venture Capital is
• How Venture Capital Works
• The Stages of Venture Capital
• The 3 Key Attributes of Venture Capitals to Look For to Decide Which Companies to Invest In
• Why You Need to Know About the “Power Law” When Raising Money 
• The Early Signs that a Company is Doing Well Versus When It Isn’t
• How Today’s Market for Investing in Startups is
• Why Invest in a Startup Business
• The Advantages of Working with Venture Capitalist Firms
• The Best Startup Business Right Now
• The Companies that Win in this Economy

Show resources:

https://www.yourise.co/

Tim Redmond is the CEO of Redmond Growth Consulting, an organization designed to help you grow your profits, grow your business and grow your life through Tim’s innovative coaching process. 

With his extensive business experience, Tim and his team will bring you through a process to significantly develop your marketing, lead generation, closure rates, cash flow, leadership, decision-making, team- building skills. 

He is the accountability partner who will keep you focused on your highest and best use. You and your profits will grow and your business will be a powerful venue to live your purpose.

During the show we discuss:

• Why Building a High-Performance Team is Essential
• How to Get the Best Performers to Join Your Team
• How to Set the Culture for Your Company 
• How to Unleash Growth as a Leader
• Why Your Attitude is the Basis of Your Culture
• Why Staff Hero Stories Help Establish a Winning Culture
• How to Develop a Mission and Purpose that Your Team Will Rally Behind 
• How to Avoid Costly Mistakes Even Smart People Make
• How to Get and Keep Quality Team Members 
• How and Why to Remove Low Performers from Your Team
• The Best Qualities in Someone to Look for Before You Hire
• Why You Should Hire for Attitude and Train for Skill
• The Best Interview Questions to Ask to Attract Winning Team Members 
• How to Retain Top Talent So They Want to Stay Working with You
• The Missing Ingredient that Mediocre Teams Lack and High Performance Teams Embrace
• How to Create Huge Results for You & Your Team
• How to be Effective at Getting Quick and Lasting Results with Business Owners and Their Businesses
• The Biggest Mistakes Business Owners Make that Stop Their Growth and Reduce Their Profits

Show resources:

https://redmondgrowth.com/

David Vernich is a commercial lender with more than three decades of experience in the banking industry. In 2007, he partnered with other investors to purchase real estate and began his journey to generate passive income. David now owns more than one hundred homes in Tennessee and is passionate about helping others reap the benefits of passive income in their lives.

During the show we discuss:

• What Inspired Money Scoreboard, and What Its Purpose is
• How to Get the Money You Need to Invest in Real Estate
• How to Get 100k Credit Lines to Invest in Real Estate
• How to Invest in Real Estate with Little to No Money Down
• How to Invest in Real Estate with No Prior Experience
• The Best Places to Buy Real Estate
• Short Term or Long Term Real Estate: Where You Should Invest In 
• How to Invest in Real Estate and Not Do All the Work
• How to Turn 1 Real Estate Investment into 10 
• Why a Home is Not an Asset, and How It Can Become One
• How You Can Continue to Save for Your Future While You Pay Your Debt Off

Show resources:https://www.moneyscoreboard.com/

https://www.linkedin.com/in/davidvernich/ 

https://www.amazon.com/Middle-Class-Millionaire-Making-Level-ebook/dp/B0BB1DZW2B

Celyn Brown is the Founder of ShareChange, an initiative to fund life-changing loans to underbanked people around the globe. The ShareChange app offers a convenient way to contribute bit by bit toward making a micro-loan. Celyn started working on ShareChange after completing a Masters in Social Entrepreneurship. She aspires to motivate others to share financial opportunities and to help people to spend less, in order to give more.

During the show we discuss:

• The Main Aim of Financial Inclusion
• The Factors Affecting Financial Inclusion
• The Biggest Obstacles in Achieving the Objectives of Financial Inclusion
• The Impacts of Being “Unbanked”
• How Financial Services Can Help in the Fight Against Poverty
• What Can be Done to Improve Financial Inclusion
• The Part Credit Plays in the Fight Against Poverty
• The ShareChange App
• How ShareChange Works, and How the Finding and Screening Process of Borrowers Work
• How ShareChange Ensures Its Positive Social Impact
• Other Important Financial Services in Financial Inclusion
• Examples of Innovations in Space

Show resources:

https://wesharechange.com/