Interview

817: Bank on Yourself: Grow Wealth and Take Control of Your Financial Life with Sarry Ibrahim

September 27, 2021

Do you hate investing your wealth with unpredictable circumstances? Have you asked yourself, how do I invest and grow wealth without those unnecessary risk? It’s all made possible with the Bank on Yourself concept. You can grow your money at ease without thinking of the risk! People often think that investing has to have risk, this mindset that most of us have is wrong, you don’t need to sacrifice the peace of mind of safely investing your wealth. Take back control of your financial life and start growing your wealth more strategically and safely.

Sarry Ibrahim is a financial planner and member of the Bank on Yourself organization. He helps real estate investors, business owners, and employees grow safe and predictable wealth using a financial strategy that has been around for 160 years. Today, Sarry shares his passion for helping clients grow wealth predictably without taking unnecessary risks. He explains the "Bank on Yourself" concept, which involves using dividend-paying whole life insurance to mitigate interest payments, market risks, and taxes.

Quotes

“Failure is an opportunity to learn from it; it's also like a wake-up call to improve and to pivot in a different direction moving forward.” - Sarry Ibrahim

“It's not so much of a product that one would just buy, it's a way of living, it's a way of changing certain things.” - Sarry Ibrahim

“People need to think like a bank or an insurance company in creating obstacles between you and your money.” - Sarry Ibrahim

Takeaways

00:54 Growing wealth predictably is possible by using financial strategies that mitigate risks and optimize for safety, rather than relying on high-risk investments.

01:48 The "Bank on Yourself" concept allows entrepreneurs to take control of their financial lives by using dividend-paying whole life insurance to reduce interest payments, market risks, and taxes.

09:03 Providing comprehensive financial advice to real estate investors, including analyzing their entire financial portfolio and identifying opportunities for growth, can help them achieve their long-term goals.

14:43 Failure can be a valuable learning experience for entrepreneurs, as it provides an opportunity to pivot and improve their strategies.

20:24 Balancing emotion and logic is crucial when making important financial decisions, as both play a significant role in the decision-making process.

22:43 Creating obstacles to accessing one's own money can be an effective strategy for increasing the likelihood of saving and building wealth.

Resources

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816: Thrive During Chaos and Uncertainty: Use Discipline and Organization to Grow Your Business with John F. Kennedy

September 24, 2021

How do you thrive in the midst of chaos? How can you overcome anxiety and lean into a situation that will make you better? Ignoring those types of situations that can help you with your improvement will make you destined for failure. Don’t deal with it later because you always have to do it right away to avoid missed opportunities when you’re a professional.

John F. Kennedy is a certified financial planner and the co-founder of CandorPath, a financial planning firm. He is also the host of the "Above Board with CandorPath" podcast, where he and his business partner discuss topics related to business, finance, and personal growth. Today, John discusses the importance of being organized and disciplined, especially during times of chaos and uncertainty. He emphasizes the value of having a plan and sticking to it, even when it's difficult, as it can provide a sense of stability and control amidst the unpredictability of life.

Quotes

“At the end of the day, we're professionals, and we have to get it done.” - John F. Kennedy

“If you were already going into that disorganized and chaotic, and not disciplined, that makes it even harder.” - John F. Kennedy

“How do you ever get better? How do you ever evolve or understand finances better if we're afraid to face those questions and ask those things?” - John F. Kennedy

Takeaways

02:41 Discipline and organization can provide stability and control during times of chaos and uncertainty.

05:35 Professionals must honor their commitments and responsibilities, even when they don't feel like it.

14:18 Overcoming the fear of asking "dumb" questions is crucial for personal and financial growth.

27:21 Positive mindset and outlook can be more challenging but ultimately more rewarding than negativity.

28:48 Embracing business partnerships can be a powerful way to leverage strengths and achieve greater success.

Resources

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815: Behavioral Change: Improve Your Marketing and Grow Revenue with Sean Doyle

September 22, 2021

How do you follow cognitive marketing? What does the middle of the funnel look like? You're not just creating websites to tell the story of your product or service. You're selling to the people in your database who are the most likely to make a sale. Today's marketing via numerous digital tools is very human, relevant, and sales-driven. Determine what the people want and create it for them.

Sean Doyle is the principal at FitzMartin Inc, a leading consultancy focused on sales, marketing, and management services for B2B companies. He is also the author of the book "Shift," which provides practical advice for executives in charge of marketing but not trained for the task. Today, Sean discussed the importance of the "middle of the funnel" in marketing, emphasizing the need to focus on the specific needs of your top 150 prospects rather than casting a wide net. He shared his expertise on using digital marketing tools to effectively communicate with high-value customers throughout the sales cycle.

Quotes

“The science of change is just sales. The act of buying something is a change in your behavior.” - Sean Doyle

“If I've got to give a message to 10,000 people, I have to give a relatively generic message to try to engage a chunk of them. The irony is, the more specific I get, I do exclude more people from the conversation, but I can engage them more deeply.” - Sean Doyle

“It's going to take executive leadership rethinking the building of assets and for sales to trust that marketing knows what they're doing.” - Sean Doyle

Takeaways

04:28 The "middle of the funnel" in the sales process is a critical area that requires a different approach than early-stage marketing or late-stage sales, often involving behavioral science techniques to help move prospects through the decision-making process.

08:02 Focusing marketing efforts on a company's top 150 high-value prospects, rather than a broad audience, can lead to more effective and measurable results.

11:54 Personalized, targeted messaging that addresses the specific needs and pain points of a prospect is more effective than generic, broad-based marketing approaches.

14:48 Effective collaboration between marketing and sales teams, with marketing providing support and tools for late-stage sales efforts, can significantly improve the overall sales process.

22:34 Executives in charge of marketing, but without a marketing background, can benefit from resources to gain a better understanding of the science and practical application of marketing strategies.

Resources

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814: Grow Your Business While Nurturing Your Family Like A Boss Mom with Dana Malstaff

September 20, 2021

Why does it seem that the days are constantly endlessly long and appear to go on forever, and yet you never manage to get anything done, especially for mothers? We're all rushed and stressed most of the time - you're not alone!

Dana Malstaff is the founder of Boss Mom, author of “Boss Mom: The Ultimate Guide to Raising a Business & Nurturing Your Family Like a Pro,” the creator of the Nurture to Convert Society, and a mother, author, podcaster, content strategist, template architect, blindspot reducer, engagement facilitator, and movement maker. Today, Dana talks about the challenges of being a busy mom running a successful business, sharing strategies for managing unpredictable schedules, prioritizing tasks, and building sustainable systems that don't require constant attention.

Quotes

“Chaos is just unpredictability. When we learn to be flexible and agile, it just becomes normal. I'm not stressed out; it's just a normal Friday morning.” - Dana Malstaff

“I constantly assess the things that I need to get done versus the things that are frustrating to get done when you have a child or something else happening around you.” - Dana Malstaff

“Discipline is more important than motivation. Action creates motivation.” - Dana Malstaff

Takeaways

00:48 Embracing the unpredictability of life and business as a parent can help reduce stress and increase flexibility.

02:51 Strategically planning tasks based on mental requirements and available time windows can boost productivity for busy moms.

23:51 Developing consistent messaging and becoming a thought leader in your industry is more important than constantly creating new content.

28:33 Scaling a business involves reducing the effort required to grow, not just expanding the business.

30:30 Discipline and taking action are more important than relying solely on motivation to achieve success.

Resources

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813: Every Entrepreneur’s Dream: Reach More People, Generate, and Unlock More Profits with John Meese

September 17, 2021

Would you like to expand your real estate business, boost your listings, and gain more time for both professional and personal pursuits? Hiring an assistant can accelerate your growth. Skilled assistants improve your work and inspire you to reflect on how to live a happier, more fulfilled life. While personal satisfaction depends on professional achievement, it's not the only factor. Delegating tasks to an assistant enhances productivity and lets you engage more in life outside of work.

John Meese is the author of the book "Survive and Thrive: How to Build a Profitable Business in Any Economy." He is also the CEO of CoWork and the Co-Founder of Notable. Today, John discusses strategies for building a successful business during times of economic uncertainty, including the importance of adapting to changing customer needs and creating real solutions to real problems.

Quotes

“Business is built on creating a real solution to a real problem for real people.” - John Meese

“Empathy is one of the most powerful skills in business, but you can cultivate it.” - John Meese

“If all you have is a hammer, everything looks like a nail.” - John Meese

Takeaways

06:48 Businesses that stay focused on creating real solutions to real problems for real people tend to thrive, even during economic crises.

14:03 Cultivating empathy and understanding customer needs is crucial for building a successful business.

17:09 Simplifying the customer purchasing process by offering a gateway product, continuity product, and flagship product can help drive business growth.

31:08 Shifting from the Age of Information to the Age of Insight, where businesses position themselves as authorities in their industries, is a key trend for the future.

36:47 Consistently focusing on the work that drives results and makes a positive impact is essential for building a thriving business.

Resources

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812: Graphic Rhythm: Disrupting How You Create Graphics of All Kinds with Ian Bower

September 8, 2021

Where are you purchasing your graphic designs for your business? Are you hiring a freelancer every single time? This can be very inconvenient and hurts your wallet a little bit.

Ian Bower is the owner of Graphic Rhythm, a design agency that is revolutionizing how businesses obtain graphic design services. Graphic Rhythm allows companies to access high-quality, on-demand design assets without the hassle of hiring individual freelancers. Ian has also built other businesses around design, copywriting, and Amazon Marketplace selling. Today, Ian talks about his focus on growing Graphic Rhythm over the past 6-12 months. He explains Graphic Rhythm's approach to providing design services, catering to businesses of all sizes with a "full-stack" model that offers both daily design work and more comprehensive creative direction.

Quotes

“We consider ourselves a full-stack design agency. So, if you are a business that needs daily designs, like production design, social media posts, flyers, or materials for your restaurant or business, we have a solution for that.” - Ian Bower

“If you're able to publish professional, consistent, confidence-building design and messaging on a routine basis, it will ultimately help your business.” - Ian Bower

“If you can publish professional, consistent, confidence-building design and messaging on a routine basis, it will ultimately help your business.” - Ian Bower

Takeaways

06:30 Maximizing the value of content by repurposing it across multiple formats, such as emails, social media, and podcasts, can be an effective strategy.

14:27 Graphic Rhythm's subscription model with design credits provides a clear and transparent way for businesses to access design services.

17:38 Understanding the role of a "production graphic designer" versus a "creative director" can help manage expectations when working with a design service.

19:16 Businesses should be open to an iterative design process, as it can lead to better outcomes when the desired end result is not fully defined upfront.

23:27 Businesses can leverage consistent, professional graphic design to build authority and appear larger than they are.

Resources

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811: Tap into the Michelangelo Mindset and Get What You Want by Subtraction with Dr. Mark Goulston

September 6, 2021

How frequently do you have a conversation with an investor who gives 100 percent attention to your pitch? How can you stand out in a society where everyone is engrossed with the "What's In It For Me?" How many times did you experience seeing smiles to your investors during the presentation, only to give you a hard No at the end? If you answered "not very often," "don't know how to stand out”, ``That happens all the time" on these questions, then find out how the Michelangelo Mindset by Dr. Mark Goulston can be a gamechanger on your way to success.

Dr. Mark Goulston is a renowned psychiatrist, author, and podcast host. He is the co-author of 9 books, including the top book on listening in the world, "Just Listen." Dr. Goulston also hosts the "My Wake Up Call" podcast, where he interviews influential guests. Today, Dr. Goulston discusses the "Michelangelo Mindset," which he describes as the "apple of personal and professional development." He explains how this mindset, inspired by Michelangelo's sculpting process, can help individuals and businesses carve away everything that isn't serving them to realize their true potential and success.

Quotes

“The Michelangelo mindset is the pinnacle of personal and professional development. It helps you imagine, see, and realize success, happiness, and fulfillment in your future by carving away everything that isn't there and isn't serving you.” - Dr. Mark Goulston

“Never educate or inspire an investor. It's wasted unless they request it.” - Dr. Mark Goulston

“If I focus on you listening to me, I will give you bullet points. Most of them will work for me, but most of them won't work for you.” - Dr. Mark Goulston

Takeaways

01:29 The "Michelangelo Mindset" involves carving away everything that isn't serving your goals, just as Michelangelo did with the statue of David.

10:37 Removing clutter and distractions can create a powerful "wow" factor that breaks through the noise and engages your audience.

13:16 Focusing on what your audience is listening for, rather than just trying to impress them, is the key to effective communication.

14:45 Investors are primarily interested in the potential return on their investment, so it's important to address their concerns directly rather than trying to educate or inspire them.

21:48 Building relationships and finding ways to help others succeed, rather than just focusing on your own agenda, can lead to long-term business opportunities.

Resources

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810: Scale Your Business, Generate Revenue, Profitability, and Establish Your Reputation with Daniel Snow

September 3, 2021

How hard is it to scale a business? REALLY HARD! It’s not even a stretch to say that many companies start failing when they begin to scale. And the main reason for that is not having “scaling” in mind when they started their business or hiring people who did not live up to their expectations.

Daniel Snow is the founder of The Snow Agency, a performance and social media marketing agency that helps disrupt the e-commerce landscape for direct-to-consumer (DTC) brands. With over 3.5 years of experience launching and scaling numerous viral e-commerce brands, Daniel has generated over $50 million in revenue. Today, Daniel talks about his passion for growth, both for his agency and his clients. He shares insights on the challenges and strategies involved in rapidly scaling an agency, including the importance of building a strong team and infrastructure to support that growth.

Quotes

“Growth is what makes me feel fulfilled, whether personally, professionally, or in any aspect. It can be annually and simultaneously in different areas of life.” - Daniel Snow

“Nothing's ever good enough, which is fine. On my end, to constantly grow, we agree that now we've got to double it. I have to double that constantly.” - Daniel Snow

“The single most important mistake is investing in content and Ambassador programs, which leads to organic content and everything around that, because content is truly the single greatest bottleneck.” - Daniel Snow

Takeaways

03:48 Rapidly scaling an agency requires building a strong infrastructure and team to support the growth.

06:03 Hiring in classes and finding great department leaders are key strategies for managing growth.

14:51 Venture-backed brands are often more aggressive in their growth goals, willing to test and make mistakes to learn and succeed faster.

21:06 Investing in content creation and ambassador programs is crucial for fueling advertising and organic growth.

23:55 Being open to feedback and advice from experts can be a game-changer for a brand's success.

Resources

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809: Open Playbook Revisited: Leadership, Self-Awareness, Relationship Building, and Coaching with Larry Dodd

September 1, 2021

What are the characteristics a leader should possess? It is not easy to be a leader. You shoulder everyone's expectations and burden, and when things go wrong, you are the first person to receive the brunt.

Larry Dodd is the founder of OpenPlaybook, a company that specializes in strengths-based leadership and team building. Larry has extensive experience in the accounting and finance industry, as well as in the sports industry, where he has worked with a major league baseball team. Today, Larry shares his approach to leadership, which focuses on helping companies and organizations unlock their full potential by leveraging the strengths of their team members.

Quotes

“Open playbook is built on the foundation of strength-based leadership. We really center that on three distinct playbooks.” - Larry Dodd

“Once you have awareness of your own talents and strengths, then it's a lot easier when you look at other people who are different to appreciate those differences.” - Larry Dodd

“Our job as leaders is to find ways to give our playbook away in a way that allows a person to go faster. They can get past the mistakes we made and grow more effectively.” - Larry Dodd

Takeaways

02:06 Effective leaders focus on building diverse teams that leverage the unique strengths of each team member.

04:01 Sharing your personal experiences and vulnerabilities as a leader can have a profound impact on those you mentor.

14:41 Sharing your personal stories and experiences as a leader can have a great impact on those you mentor, even in unexpected ways.

21:00 Developing self-awareness of your own strengths and weaknesses is the foundation for becoming a more impactful leader.

24:29 Empowering your team by giving away your "playbook" of knowledge and experiences can drive exponential growth.

28:40 Being open to feedback and advice from experts can be a game-changer for a brand's success.

Resources

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808: How Digital Marketing Expands Your Dental Practice with Chris Pistorius

August 31, 2021

Is your visibility on the internet REALLY generating leads for your business?

Chris Pistorius is the founder of KickStart Dental Marketing, a top-rated dental marketing company, and the host of The Dental Marketing Podcast. With over 12 years of experience in the dental industry, Chris and his team help dentists grow their practices through digital marketing strategies. Today, Chris discusses the challenges dentists face in navigating the complex world of online marketing, and how KickStart Dental Marketing can help them stand out, attract new patients, and build a strong online presence.

Quotes

“Nowadays, there are 500 different places where you can market just online. The internet has caused some complexity in marketing, not just for dentists but for any local businesses.” - Chris Pistorius

“We don't believe every dentist is the same. We believe that each and every one of our clients has a unique selling proposition, and that's what we try to expose the most.” - Chris Pistorius

“Take action if you want to grow your practice. Doing nothing isn't going to grow your business, right? Do something that will grow your business.” - Chris Pistorius

Takeaways

01:30 Dentists today face a complex digital marketing landscape, with over 500 different online channels to navigate.

02:58 KickStart Dental Marketing helps dentists by serving as their dedicated digital marketing department, allowing them to focus on their practice.

05:43 Identifying a unique selling proposition is crucial for dentists to stand out in a crowded market and attract new patients.

07:47 Taking advantage of local community platforms like Nextdoor can be a cost-effective and underutilized way for dentists to reach potential patients.

16:31 Implementing a robust lead management system, including immediate follow-up with new leads, can significantly improve patient acquisition for dental practices.

21:22 Take action to grow your dental practice or local business - whether it's through digital marketing, direct outreach, or other strategies. Inaction will not lead to growth.

Resources

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