Pay It Forward: How Generosity Made Our Guest Millions | April Bernal Cleek | Part 2 of 3 | Episode #489

April was born in Palm Springs, California then moved to Massachusetts at the age of 5. Growing up, April lived in a Christian home, raised by two loving parents where she and her siblings learned to develop structure early on in their lives.  At the age of 24, April was waiting tables when she was given the opportunity to[...]

Why Profit Comes FIRST | Mike Michalowicz | Part 1 of 3 | Episode #484

By his 35th birthday MIKE MICHALOWICZ (pronounced mi-‘kal-o-wits) had founded and sold two multi-million dollar companies. Confident that he had the formula to success, he became an angel investor…and proceeded to lose his entire fortune. Then he started all over again, driven to find better ways to grow healthy, strong companies. Among other innovative strategies, Mike created the “Profit[...]

5 Tips for College Grads Seeking to Be an Entrepreneur| Aaron Bird | Part 3 of 3 | Episode #483

Aaron Bird is the full-stack CEO and Night Janitor at Bizible, a venture-backed startup that makes marketing measurement and reporting software for B2B companies. He holds an MBA from Pepperdine University and a B.S. in Computer Science from UCSB. Previously, Aaron worked at Microsoft on Bing Ads.   Connect with Aaron: Website: https://www.bizible.com Email: aaron@bizible.com   PEAK PERFORMANCE NATION A[...]

Why the Hub & Spoke Business Model Isn’t Sustainable for Your Company | Lori Winters | Part 1 of 2 | Episode #479

Lori Winters is the founder of Thread HCM (formerly Choice Payroll, Inc.) which provides mid-sized businesses a strategic partnership of managed services for HR and payroll functions. Her passion for the industry and desire to change the way companies function fuel her every move. As an Engineering Graduate from Georgia Tech, Lori is always looking at how to rework[...]

How to Figure Out What Your Clients Actually Want | Amanda Creger | Part 2 of 3 | Episode #474

As director of strategy at Modo Modo Agency, Amanda has worked on every major client the agency has had in the last 8 years. She’s managed them, researched them, coached them, helped them, served them and acted alongside them. She has over 15 years experience in the trenches and in the boardroom with clients, having worked on every conceivable type[...]

As a Financial Advisor, how do you advise Entrepreneurs

Advising Entrepreneurs, as a Financial Advisor

A good idea, a solid strategy, an understanding of clients genetic makeup could be a ticket to their success. But without this insight – failure is more likely both for you as an advisor and for the client who wants to be an entrepreneur. DNA Behavior International’s extensive research from recent academic research and studies […]