Today we're going to talk to Hani Sharestan, with Wright Ford Young & Co, a certified public accountant, and a long-time client. Hani shares his journey from working in his family’s jewelry business to becoming a Certified public accountant. He shares how his work impacts the lives of his clients, and what he thinks the future looks like.

Highlights

{00:51} Hani Sharestan’s journey

{04:52} Life lessons from a jewelry business

{07:40} The value of mentors

{09:36} Mistakes along the way

{12:53} How Hani’s work impacts the lives of people

{22:24} Biggest concerns for today

{30:03} Advice for younger people

{35:48} Using technology

{38:52} Keeping yourself centered

Links

larrygreene.com

Today we're going to talk to Mac Jimenez, he is a private investigator, retired law enforcement officer, and college professor. You will find Mac’s stories fascinating and valuable. Mac shares stories from his time working as a police officer, and why police forces are struggling to find recruits. 

Highlights

{00:49} Mac’s life in the early years.

{04:04} Mistakes made that still affect Mac today?

{06:33} Life as a college professor.

{08:38} The uptick in crime

{16:38} The effect of the Defund the police movement on the police force. 

Links

larrygreene.com

Today we're going to talk to Tim Santoni of  Santoni investigations. Tim does all kinds of background checks for all different types of agencies and individuals and also conducts investigations depending on what the need is. Tim talks about lessons he learned from his youth. He shares stories that illustrate the importance of agencies such as santonin investigations. 

Highlights

{01:09} Tim’s first job, and what he learned from it.

{06:17} stories that illustrate the benefit of Tim’s work.

{08:02} Things people lie (or stretch the truth) about on resumes

{17:16} Trends in the business world

{20:23} The remote work environment?

About Tim

Tim grew up around the private investigation business.  Early in his career, he had the opportunity to learn the business from his dad, Mike Santoni.  He was able to get involved in investigations, operations, and management which allowed him to acquire the skills necessary to become a valuable resource to the team and clients.

He ran the insurance investigation practice while spending time working on intellectual property cases.  As Tim continued to train and study the civil codes of procedure and the rules of admissibility that impact investigation strategy and evidence it allowed him to consult with clients and design creative approaches to even the most challenging cases.  His core focus was the admissibility of the evidence uncovered to make sure it could be used to support litigation and help clients obtain favorable outcomes.

In 2011 he took over as President/CEO of Santoni where he continues to innovate and lead the company.   Santoni specializes in supporting law firms in civil litigation (Employment Law, Insurance Defense, Intellectual Property, Family Law, and Business Litigation).

Tim started the employment background screening division of Santoni in 2015.  In 2017 he rolled out the on-demand attorney services platform to Santoni clients.

Over the years Tim has testified as an expert in criminal cases involving intellectual property.  He also supervised thousands of investigations and prepared numerous reports and declarations.

Tim has been called upon to consult with attorneys and law firms as an expert witness in cases involving intellectual property theft/infringement.  He is passionate about technology and how it can improve the client experience while maximizing efficiency within the business.  Tim is quick to study up on the latest cameras, gadgets, apps, drones, and gear to support his passion for video making.

He enjoys playing golf and coaching his kids in baseball and football.  His favorite tech toy is the DJI Spark Drone.

Links

timsantoni.com

larrygreene.com

Today we're going to talk about the toxic CEO.

I've worked with a lot of different business owners over the years, and I've seen all the different personalities and how they come and go, how they are, and how they relate to their employees at all levels. The CEO’s personality has an impact on the business. It has an impact on others: the other employees, leaders, managers, and everyone in the organization. Remember, business is people.

Highlights

{00:48} The importance of having the right people doing the right jobs. 

{03:00} What makes a good leader? 

{07:32} “Showtime”

{09:00} Lead your people 

About Larry

Larry is a coach for executives. He has been coaching for almost 10 years and has worked with many different people and organizations to deal with the other people inside the organization, including CEOs, the executive team, management groups, and pretty much all types of people who have asked for coaching assistance. There seem to be many various kinds of coaches in the world nowadays. This work is being done by numerous people. You will learn everything you need to know about coaching in this episode.

Links

larrygreene.com

Today on the podcast, we'll talk about ERPs and CRM. In business, all types of data need to be used Day in and day out with a lot of my clients, I come across issues with technology and the lack thereof. More than 2/3 of them are not up-to-date with their technology, and one of the things we often focus on is the data collection and the information they need to connect with their clients and keep current with all their communications.

Highlights

{01:07} The value of ERPs and CRMs

{02:23} How inefficiency costs money.

{04:07} Stats 

{08:19} A feature I hear about often for companies that do have outbound employees

About Larry

Larry is a coach for executives. He has been coaching for almost 10 years and has worked with many different people and organizations to deal with the other people inside the organization, including CEOs, the executive team, management groups, and pretty much all types of people who have asked for coaching assistance. There seem to be many various kinds of coaches in the world nowadays. This work is being done by numerous people. You will learn everything you need to know about coaching in this episode.

Links

larrygreene.com

Today Larry is joined by his podcast producer Travis. Larry gives advice to Travis about his podcasting business. Travis asks the questions every new business owner needs to know

Highlights

{03:00} Should you use a separate completely separate bank account? Or can I just use my personal?

{12:05} Is the LLC more than just a sole person?

{18:34} Funding a bank account, expenditures, and filing taxes

{22:27} Leaving a W2 job to get into something where you have your business entity.

About Travis

Travis shares his perspective as the former Vice President of Books by Vets; a board member at the S.H.I.N.E. foundation; he’s donated over $30,000; volunteered over 1,500 hours; raised more than $500,000; helped start 6 nonprofits; event coordinator; and published author.

Travis is a retired naval officer, married with two children, and on move #50. His humble beginnings include 36 moves before graduating high school at 17, 6 states, 5 foster homes, and surviving 2 murder attempts. Although this was very rough, there was always a person, group, or church willing to help him and his family. Now that he’s in a position to give back, he’s made it his mission to “Help the Helpers”.

Links

nonprofitarchitect.org

larrygreene.com

Today, we'll discuss finances and the distinction between a controller and a CFO. Almost all of the companies I work with have a finance department, depending on the size of the company.

Highlights

{01:03} The needs of a small business

{05:22} Example of a long-time friend and CFO of a larger company

{07:13} Mid-sized companies

{09:29} Example of a friend who uses only cash for business deals

About Larry

Larry is a coach for executives. He has been coaching for almost 10 years and has worked with many different people and organizations to deal with the other people inside the organization, including CEOs, the executive team, management groups, and pretty much all types of people who have asked for coaching assistance. There seem to be many various kinds of coaches in the world nowadays. This work is being done by numerous people. You will learn everything you need to know about coaching in this episode.

Links

larrygreene.com

Today we're just going to talk a little bit about vacation, the things that you do and learn and come home with from a vacation. I just got back from a few days of visiting friends in Minnesota.

Highlights

{00:14} My vacation

{03:10} The importance of comparing and contrasting. Where do you stand, where are you going?

{05:13} A story from my business

{12:19} Taking stock of where you have been and where you are going

About Larry

Larry is a coach for executives. He has been coaching for almost 10 years and has worked with many different people and organizations to deal with the other people inside the organization, including CEOs, the executive team, management groups, and pretty much all types of people who have asked for coaching assistance. There seem to be many various kinds of coaches in the world nowadays. This work is being done by numerous people. You will learn everything you need to know about coaching in this episode.

Links

www. eis.agency

larrygreene.com

Rob Ward joins Larry on today's Mercury Leadership program to discuss the difference between confidence and arrogance. What makes certain leaders appear arrogant? How can we appear confident without coming off as arrogant?

Highlights

{01:34} When does self-confidence become arrogance?

{08:30} Youthful arrogance

{10:00} Lacking self-awareness

{11:45} Communication 

{13:30} Let people help you, learn, and gain confidence

{16:20} Seek out people who will help you

{20:25} Why CEOs are accused of being inhuman

About Larry

Larry is a coach for executives. He has been coaching for almost 10 years and has worked with many different people and organizations to deal with the other people inside the organization, including CEOs, the executive team, management groups, and pretty much all types of people who have asked for coaching assistance. There seem to be many various kinds of coaches in the world nowadays. This work is being done by numerous people. You will learn everything you need to know about coaching in this episode.

About Rob

Rob Ward is the president, of Efficiency Insurance Solutions, Inc. EIS was founded in 2009 by Robert and as President, he brings over 20 years of Health Insurance and Employee Benefits experience to the California Small Group Health Insurance Market.  

Prior to starting EIS Robert: Co-founded Alliance Benefit Solutions, Inc., an insurance agency focused on the Small Group Health Insurance Market and Served on Blue Shield of California’s Small Group Health Insurance Market Advisory Council representing Orange County. Rob managed the Small Group Health Insurance department for Benefit Partners in Newport Beach, CA. He also spent 13 years in the factory automation industry helping manufacturing companies increase efficiencies and improve employee safety.

Links

www.eis.agency

https://larrygreene.com

Rob Ward, an executive coach, has joined us today to discuss worry and how it affects your life, your health, and your business. 

Highlights

{01:50} What has changed over the years to change Rob Ward’s idea about worrying 

{06:47} The worry about delivering bad news

{11:15} How worry affects business 

{14:13} The worry your employees have

About Larry

Larry is a coach for executives. He has been coaching for almost 10 years and has worked with many different people and organizations to deal with the other people inside the organization, including CEOs, the executive team, management groups, and pretty much all types of people who have asked for coaching assistance. There seem to be many various kinds of coaches in the world nowadays. This work is being done by numerous people. You will learn everything you need to know about coaching in this episode.

About Rob

Rob Ward is the president, of Efficiency Insurance Solutions, Inc. EIS was founded in 2009 by Robert and as President, he brings over 20 years of Health Insurance and Employee Benefits experience to the California Small Group Health Insurance Market.  

Before starting EIS Robert: Co-founded Alliance Benefit Solutions, Inc., an insurance agency focused on the Small Group Health Insurance Market, and Served on Blue Shield of California’s Small Group Health Insurance Market Advisory Council representing Orange County. Rob managed the Small Group Health Insurance department for Benefit Partners in Newport Beach, CA. He also spent 13 years in the factory automation industry helping manufacturing companies increase efficiencies and improve employee safety.

Links

www.eis.agency

https://larrygreene.com/