Thinking Like a Bank

Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups.

Devin enjoys every minute of helping startups and small businesses.

🔥 This episode talks about:

☑️ Devin's background as an attorney 

☑️ How to become an intellectual property (IP) attorney? 

☑️ Who needs an IP attorney? 

☑️ Why did Devin choose to specialize in serving startups and small businesses?

☑️ The costs associated with securing patents and trademarks? 

☑️ Why is it important to safeguard intellectual property?

☑️ What are the requirements for determining patent eligibility?

☑️ Why is it crucial for business owners to obtain patents, trademarks, and copyrights?

☑️ How can intellectual property become an asset you can own, license, sell, or leverage? 

☑️ In the event of intellectual property infringement, what options are available to the business owner?

☑️ The factors to be considered before selecting a law firm for patent or trademark applications? How to know how much you should spend on legal fees? 

To connect with Devin Miller, please visit:

👉Website:➡️https://milleripl.com/

👉Linkedin: ➡️https://www.linkedin.com/in/millerip/

👉Email: ➡️[email protected]

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the restaurant hospitality industry, operating several of his family's restaurants and bars in Delaware and Maryland.

In 2007, he launched a financial consulting firm within his family business providing guidance in real estate development, tax management, and private investment. 

🔥 This episode talks about:

☑️ Frank's background in the restaurant and hospitality industry.

☑️ Delaware Statutory Trust (DST) versus a traditional 1031 Exchange​.

☑️ The benefits of exchanging an investment property into a Delaware Statutory Trust​.

☑️ Diversification offered through a Delaware Statutory Trust .

☑️ Addressing 1031 Exchange challenges with DST

☑️ Navigating the 1031 Exchange process with REVX

☑️ The role of a Qualified Intermediary (QI) in a1031 Exchange

To connect with Frank Hanna Jr. and to learn more about 1031 Exchange and  Delaware Statutory Trust (DST), please visit:

👉Website:➡️ https://www.revxwealth.com/

👉Linkedin: ➡️ https://www.linkedin.com/in/frank-hanna-chfc%C2%AE-b5266729

👉Instagram: ➡️ https://www.instagram.com/revxwealth/

👉Twitter: ➡️ https://twitter.com/frank_hanna?lang=en

👉 Facebook: ➡️ https://www.facebook.com/RevXWealth

📩 Email: [email protected]

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

George Roberts before devoting himself to commercial real estate full-time, worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to the dashing world of entrepreneurship.

George repurposed his analytical firepower to make housing, economics, macroeconomics, and finance fun and exciting as a data scientist of real estate on his YouTube channel. George is also a principal at Roberts Capital Enterprises, which sponsors value and multifamily opportunities in the Southeast and Midwest for qualified passive investors.

In addition to his over 300 units as an active multifamily investor, he is also an avid passive investor. His passive investments include 547 multifamily units, as well as a series of car washes, early stage companies, and a drug rehab facility.

When he is not running one of his active investments, you can find George hosting “The Foundery – Where Leaders are Forged Daily!”, a podcast devoted to the role that entrepreneurship, leadership, and mindset play in success in the commercial real estate space. 

He also hosts the weekly “CRE Network at Noon Eastern” Zoom meetup for investors and other commercial real estate players every Wednesday at noon Eastern.

🔥 This episode talks about:

​☑️ George's background in data science and bioscience

☑️ Transition from single-family to multifamily RE 

☑️ George's initial real estate fund and syndicate deals.

☑️ The impact of interest rates on George's recent real estate projects.

☑️ Financing strategies for real estate investing

☑️ Selling vs Refinancing 

☑️ What is seller financing? 

☑️ The types of investors George typically collaborates with.

☑️ George's mentorship and partnership support.

To connect with George Roberts, please visit:

👉Website:➡️http://www.horizonmultifamily.com/

👉Website:➡️https://linktr.ee/george.roberts

👉Linkedin: ➡️https://www.linkedin.com/in/georgerobertsiii/

👉Instagram: ➡️ https://www.instagram.com/mfinvestorgeorgeroberts/

👉Facebook: ➡️https://www.facebook.com/george.roberts/

👉YouTube:➡️ https://www.youtube.com/@georgerobertsiii

🎙️ Podcast: 🎧The Foundery – Where Leaders are Forged Daily!

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

Casey Silveria is a driven agriculture advocate. Growing up on a farm, he experienced rural America's opportunities and challenges. These uncertainties led him to a successful finance career at North America's largest French Fry producer. While there, Casey began his journey into farm-friendly real estate partnerships.

Today, he combines these experiences to help farmers achieve their financial goals. One way he does this is by offering vetted off farm investment opportunities. Historically, only the top 1% had access to these investments. Casey can be considered a bridge between agriculture and commercial real estate, providing an uncommon path to help farmers achieve their financial goals.

🔥 This episode talks about:

☑️ Casey's background in corporate finance and agriculture.

☑️ Limited partner (LP) versus General Partner in real estate investing 

☑️ The importance of investment diversification

☑️ What is a capitalization rate (Cap Rate)? 

☑️ The impact of high-interest rates on cap rates

☑️ What will happen to outstanding bridge loans? 

☑️ Does it still make sense to invest in real estate? 

☑️ The importance of partnering with experienced operators. 

☑️ The benefits of diversifying investments for farmers and other rural investors

☑️ How might 2024 lead to a repricing of commercial real estate assets and opportunities for savvy investors?

To connect with Casey Silveria and to learn more about real estate investing, please visit:

👉Website:➡️ https://farmerscapitalgroup.com/

👉Linkedin: ➡️https://www.linkedin.com/in/caseysilveria/

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Greg Dickerson is a serial entrepreneur, real estate developer and mentor to high level investors and entrepreneurs. Starting from nothing he has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started, scaled and exited more than a dozen companies.

Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers around the world helping them start, grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process. 

Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.

Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations. 

🔥 This episode talks about:

☑️ Greg's background and his transition from the Navy to a serial entrepreneur.

☑️ Greg's diverse ventures and business scaling strategies

☑️ Greg's role as a mentor and business advisor

☑️ How Greg's mentorship transformed ordinary individuals into successful real estate investors 

☑️ How to be "Investable" and "Bankable" when scaling your real estate portfolio 

☑️ The importance of collaborating with industry experts 

☑️ Rising interest rate, will prices finally drop? 

☑️ Is buying a property with 0 financing a good idea? 

☑️ Investor strategies in a high-interest rate environment

To connect with Greg Dickerson and to learn more about real estate investing and real estate development, please visit:

👉Website:➡️ https://www.dickersoninternational.com/

👉Linkedin: ➡️https://www.linkedin.com/in/agregdickerson/

👉Instagram: ➡️ https://www.instagram.com/thegregdickerson/

👉YouTube: ➡️ https://www.youtube.com/user/agregdickerson

👉Twitter: ➡️ https://twitter.com/agregdickerson

👉 Facebook: ➡️ https://www.facebook.com/thegregdickerson

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

John Martinka is known for helping executives escape the corporate world by buying the right business the right way.

Creating large exits for small businesses so the owner can exit their business with style, grace, and more money and accelerating businesses so they can escape their plateau, often growth by acquisition; dramatically increasing the value of the company.

His books are the roadmap to help clients get the results they want, with Martinka Consulting’s guidance.

🔥This episode talks about:

☑️ John's background in entrepreneurship.

☑️ Marinka Consulting and what they specialize in 

☑️ How have interest rate changes affected business purchases? 

☑️ What is seller financing, and how does it work in the context of buying a business?

☑️ The tax advantages of seller financing (for the seller) 

☑️ How to turn your business into a retirement vehicle? 

☑️ What makes a business more valuable when selling? 

☑️ Customer concentration risk, what this is and how to mitigate it? 

☑️ How to prepare your business for sale?

☑️ What to consider when buying a business? 

☑️ John's book and what readers can learn from them.

To connect with John Martinka and to learn more about buying or selling a business, please visit:

👉Website:➡️ https://www.martinkaconsulting.com/

👉Linkedin: ➡️https://www.linkedin.com/in/johnmartinka/

👉YouTube: ➡️ https://www.youtube.com/c/JohnAMartinka

👉Contact Number ☎️ 425 533 4577

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Aubrey Janik is a content creator and car-sharing expert with over 300,000 subscribers on social media and a 25-car-sharing fleet. 

Through social media and her course, the Car Sharing Masterclass, Aubrey has taught thousands of students how to increase their income by scaling a car-sharing fleet.

🔥 This episode talks about:

☑️ Aubrey's background in the automotive industry

☑️ How did Aubrey learn about Turo and what convinced her to use the platform? 

☑️ How to list a car on Turo and get it started. 

☑️ How reviews work and how to get reviews as a new host? 

☑️ In terms of revenue, what can you expect to earn? 

☑️ Maintenance challenges when renting your car to others? 

☑️ How to buy a car to post on Turo (finance, lease, cash or using your Bank On Yourself policy)? 

☑️ How passive is it to run a business on Turo? 

☑️ The Car Sharing Masterclass and what it includes 

To connect with Aubrey Janik and to learn more about car sharing fleet, please visit:

👉Website:➡️https://www.thecarsharingmasterclass.com/

👉Website:➡️https://aubreyjanik.teachable.com/

👉Linkedin: ➡️https://www.linkedin.com/in/aubrey-janik-0a902098/

👉Instagram: ➡️https://www.instagram.com/aubrey.janik/

👉YouTube: ➡️ https://www.youtube.com/@AubreyJanik 

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Bob DePasquale has dedicated his life to teaching others about the virtues and health benefits of generosity, promoting the giving mindset, and making the world a better place.

The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in 17 states.

When Bob was given a cancer diagnosis and experienced the tragic events of 9/11 in New York City, he thought not only his life over but everyone else’s too. He went from feeling like an invincible 18-year-old to an unworthy victim of life. 

Bob’s story is unique but his perspective resonates with anyone who wants to enjoy the work they do, give back to others, and make a positive impact in the world.

🔥 This episode talks about:

☑️ Bob's life-changing moment and how it changed his perspective on generosity.

☑️ What is radical generosity?

☑️ The importance of resilience in entrepreneurship.

☑️ The importance of having a clear vision when starting a business

☑️ The detrimental effects of technology when it comes to decision-making.

☑️ Bob's authored book "Personal Finance in a Public World” and his valuable experiences while writing the book.

☑️ The power of curiosity and how it fuels creativity

☑️ The importance of writing unique and valuable information.

☑️ Who is “Initiate Impact” and what is their mission? 

To connect with Bob DePasquale, please visit:

👉Website:➡️https://www.bobdepasquale.com/

👉Website:➡️https://initiateimpact.com/

👉Linkedin: ➡️https://www.linkedin.com/in/bobdepasquale/

👉Twitter: ➡️ https://twitter.com/bdepa

👉Instagram: ➡️https://www.instagram.com/bdepa/

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Scott Peckford is the Founder/Host of the I Love Mortgage Brokering Podcast and ILMB Network, CEO/Founder of BRX Mortgage Inc.

As a performance-driven visionary and Canadian podcasting pioneer in the mortgage industry, Scott is passionate about supporting agent success.

Since launching in July 2014, the ILMB podcast has taken the mortgage industry by storm, with more than 1 million downloads and celebrating the 500th episode airing July 2023.

With over 17 years of experience as a Mortgage Broker. Scott brings his expertise to the table and hosts fellow top-producing mortgage brokers across the country to share and discuss their best tips, tricks, and stories with listeners.

Scott has built and sold 3 different companies in the mortgage industry and has a passion for helping Brokers succeed.

🔥 This episode talks about:

☑️ Scott's prior profession before entering the mortgage industry

☑️ The expected increase in population and housing in Canada 

☑️ The challenges with new construction homes and interest rates 

☑️ Recent economic changes and how this will impact real estate in North America 

☑️ What is alternative lending and how does it work?

☑️ Pay more taxes or interest? Which can be more advantageous? 

☑️ The importance of testing your business, product, and concept with a target audience 

☑️ Strategies for validating a hypothesis before investing a large sum of money

☑️ Ideas for testing your business on a smaller scale to predict how a larger scale may react 

☑️ The significance of mentorship and coaching

To connect with Scott Peckford, please visit:

👉Website:➡️http://www.ilovemortgagebrokering.com/

👉Website:➡️http://www.ilmbproductions.com/

👉Linkedin: ➡️https://www.linkedin.com/in/scottpeckford/

👉Instagram: ➡️ https://www.instagram.com/scottpeckford/

👉Instagram: ➡️https://www.instagram.com/brxmortgage/

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. 

Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. 

His next book, “The Great Transition – the personalization of finance is here,” is slated for September, 30th 2022 and covers how the US has shaped worldwide financial innovations. 

Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. 

Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York. 

🔥 This episode talks about:

☑️ Who is Emmanuel Daniel? 

☑️ How is the banking industry changing for the future?

☑️ What is digitization in finance?

☑️ The Dodd-Frank Act and its impact on the banking system

☑️ Factors contributing to Silicon Valley Bank's downfall.

☑️ What is decentralized finance and how does it affect the banks around the U.S.?

☑️ How does Zelle/Quick Pay work? 

☑️ The systematic risks introduced by real-time payment systems?

☑️ The Federal Reserve's role in enabling instant banking transactions.

☑️ Emmanuel's mission on digital innovation and societal transformation.

☑️ The connection between personalization of finance and personalization of societies.

To connect with Emmanuel Daniel, please visit:

👉Website:➡️https://www.emmanueldaniel.com/

👉Linkedin: ➡️https://www.linkedin.com/in/emmanuel-daniel-5764482/

👉Facebook: ➡️https://www.facebook.com/emmanueldanielasianbanker

👉Twitter: ➡️https://twitter.com/EmmanuelDaniel

👉Instagram: ➡️https://www.instagram.com/edanielmoments/

👉YouTube:➡️https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos

📢🎁Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/

👉Book: 📚  "The Great Transition - Personalization of Finance Is Here" 

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.