A smarter way to build a business that can work without you is to create an ecosystem of assets within it. Our guest this week is Daniel Priestley. Daniel has learned what makes a business successful from the time he has spent with over 3000 business owners at all stages of the entrepreneurial journey. It’s a journey which is predictable, and which can allow great freedom if you understand how to create outstanding value for your clients and provide them with an exceptional experience.

Featured Guest: Daniel Priestley, Co-Founder and CEO of Dent Global

Resources Mentioned In This Episode:

>> Click Here to claim a free paperback copy of Daniel Priestley’s book ‘Key Person of Influence’. (Add ‘Please send me a copy of KPI’ in the subject line and include your address in the body of the email)

>> Get your 24assets Heatmap- Benchmark your business against 24 categories of digital assets

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

>> Would you like to work with Kevin and Christian on your very own wealth plan? Find out more about WealthBuilders Academy

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Business owners: did you know you can have your business pay for your life insurance policy but in a super tax-efficient way on six different levels? And it costs the same as standard cover? Well, tune in today because that’s exactly what we’ll be sharing with you! if you're in business, you're in a unique position because there are greater opportunities available to you to build your wealth, helping both yourself and your family - but many business owners are not aware of these breaks.

Key topics discussed in the episode include:

Relevant Life Insurance: Discover how this unique type of insurance can provide life cover in a tax-efficient manner, exclusively for directors of limited companies. 

The Importance of Trusts: Understand why life insurance should be written into a trust and how it can prevent inheritance tax, ensuring your loved ones receive their financial benefits promptly and efficiently.

Tax Efficiency for Business Owners: Kevin and Paul discuss strategies to maximise your business's tax efficiency, from utilising relevant life insurance to leveraging entrepreneurs' relief and more.

Real-world Applications: Hear real-life examples and actionable tips on how to implement these strategies in your business to protect and grow your wealth.

Featured Guest: Paul Brooks, SSAS Director, WealthBuilders  

Resources Mentioned In This Episode:

Want to speak to WealthBuilders to find out more about Relevant Life Insurance? Click Here

>> WT008: Protecting Your Assets [The Roof]

>> WT023: Using Trusts To Protect Your Assets

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

>> Would you like to work with Kevin and Christian on your very own wealth plan? Find out more about WealthBuilders Academy

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The way that people invest has changed over the last 10 years due to the advancement of technology. Crowdfunding has exploded in popularity because it blends the use of this technology with the ability for investors to feel much more connected to the projects that they are investing in. CrowdProperty is a company that spotted this area of growth but also the challenges that developers were experiencing around 2013 with traditional sources of funding. The result is an easy to use platform which allows investors to fund projects which have undergone rigorous due diligence and provide a solid return on investment.

>> Register for Free Access to the WealthBuilders Membership Site

>> Would you like to work with Kevin and Christian on your very own wealth plan? Find out more about WealthBuilders Academy

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Support and connection are integral parts of the wheel of wealth, which is step 5 in the WealthBuilders 7 step process for generating recurring income from assets. Our members have access to 7 different levels of support, but where can you find that support from otherwise? In this episode, Kevin and Christian share 3 aspects of support which are critical: it must be impartial, it must be proactive and it must challenge you to think of the correct answers to your questions, and begin that transformation into thinking like an entrepreneur.

Resources Mentioned In This Episode:

>> WT009: The Wheel of Wealth

>> Download the Wheel of Wealth Template

>> Order the WealthChart A4 Wealth Planner

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Can anybody really make their pension work harder? And are there some basic rules that can be applied, no matter what size your pension is?

Paul Brooks is the SSAS Director at WealthBuilders and has been helping clients to understand how they can leverage their existing pensions for over 10 years.

In this episode, Paul covers the key things everybody should consider to reduce their costs and improve the performance of their pensions, and if you’re a business owner then you’ll definitely want to find out more about the Director’s Pension (SSAS).

Resources Mentioned In This Episode:

>> The Director’s Pension [SSAS]

>> Webinar Replay: 3 Ways To Instantly Make Your Pension Work Harder

>> WT017: Do You Have A Lost Pension?

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Investments, alongside pensions and their home, are where the majority of people in the UK build their wealth. However, as has been seen during the Covid19 pandemic, the markets can be extremely volatile leaving people worried about and often uncertain about what is the best action to take. This can lead to impulsive reaction based on emotion as opposed to following a pre-determined, longer-term investment plan.

Our guest today is Manish Kataria. Manish is a CFA-qualified professional investor with 18 years’ experience in fund management and UK property investment. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation.

Featured Guest: Manish Kataria, https://investlikeapro.co.uk/

>> Register for Free Access to the WealthBuilders Membership Site

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Today’s guest is Shweta Jhajharia. Shweta is a multi-award-winning consultant, recognised both by external bodies and industry awards panels, as the top coach in the UK, including ranking in the top 30 World Coaching Professionals for 3 years running.

The last 3 months have been challenging for businesses in many different ways, however, there are a few key things which all businesses should be focusing on; their cash position, leadership, and a clear short-term action plan which they are communicating to their teams.

As always, listen out for the wealth lessons which come out of the conversation and use them to help you build a stronger business moving forwards.

Featured Guest: Shweta Jhajharia, www.growthidea.co.uk

Resources Mentioned In This Episode:

>> WT39: Business Is Personal w/ Penny Power

>> WT40: 5 Ways To Increase Your Business Profits

>> WT41: 6 Steps To A Business That Works Without You

>> WT60: Business Acquisitions w/ Guy Bartlett

>> Jim Rohn

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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A business is an asset only when it can continue to operate and thrive without being completely dependent on its owner. The reality is that many people start a business and never reach beyond the level of simply owning their own job - often resulting in working more hours than they did before and not enjoying the freedom they had hoped for. This can lead to business owners growing weary and looking to sell. The coronavirus outbreak has impacted businesses in many ways and for those who are monitoring the situation, some interesting observations can be made. One such person is today’s guest, Guy Bartlett, business acquisition and development expert at the Fidelis group.

Featured Guest: Guy Bartlett, https://thefidelisgroup.co.uk/

Resources Mentioned In This Episode:

>> WT046: Selling Your Business

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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It makes good sense to review your financial outgoings every 12 months, and it was way back in Episode 004 that Kevin and Christian first introduced the concept of D.E.B.I.T.S - a simple way to take stock and uncover hidden money in your life. The events of the global pandemic this year have forced almost all of us to change our way of living, and therefore this is a good time to take another look at what costs you might still be incurring on a monthly, quarterly or annual basis and decide if they are still adding value to your life.

Resources Mentioned In This Episode:

>> WT004: How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S

>> Download Kevin Whelan’s Book: Save A Fortune Fast: 12 Secrets To Eliminate Your Mortgage, Loans and Credit Cards...FAST!

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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It's an old cliche, isn't it? There's a good book in everyone. The whole idea of intellectual property [IP] is that everything great starts in the brain and then gets transferred into some kind of action, and a book is no different. However, most people struggle with the process and get overwhelmed by it, in the same way as many people do with wealth-building.

Today we look at why a book is a great tool to support any business and build your personal brand, allowing you to create products and increase your value in the market place.

Featured Guest: Karen Williams, https://librotas.com/

>> Register for Free Access to the WealthBuilders Membership Site

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