Beyond The Claim with Vince Perri

Beyond The Claim with Vince Perri

Beyond The Claim Podcast is where entrepreneurs, public adjusters, contractors, and business owners learn how to break through barriers, scale their businesses, and master claims strategies. Hosted by Vince Perri, this show delivers real-world insights on leadership, sales, marketing, and business growth—helping you win more claims, attract clients, and build a thriving business. No fluff, just actionable advice from industry experts.

  1. How to Raise Startup Capital as a Non-Technical Founder | $8M Immigrant Success Story

    -1 D.

    How to Raise Startup Capital as a Non-Technical Founder | $8M Immigrant Success Story

    Learn how immigrant founder Jonathan Lamer raised $8M, built 5 startups, and scaled across borders without any tech background. Jonathan Lamer’s story proves that you don’t need a Silicon Valley background to build something big. From Quebec to Miami, he’s raised over $8 million, built five companies, and helped founders worldwide launch in the U.S. In this episode of Beyond The Claim, host Vince Perri uncovers Jonathan’s real founder playbook on how to build fast, validate faster, and scale globally without burning out or giving up control. 💡 What You’ll Learn -How to raise capital as a non-technical founder -Bootstrapping vs VC funding — what really works in 2025 -How to test offers and validate markets in weeks -The truth about international expansion and scaling -Why resilience and speed outperform experience every time Chapters: 00:00 How did an immigrant founder raise $8M with no tech skills? 08:22 What makes U.S. entrepreneurship different from Canada? 15:45 Why do most business partnerships collapse? 23:18 How can you validate your business in under 12 months? 33:07 When is VC funding smarter than bootstrapping? 41:10 What do investors really want to see in 2025? 48:45 How do founders break into the U.S. market successfully? 🎯 Guest: Jonathan Lamer – Founder, Cohesive Lab 🌐 Website: www.cohesivelab.com 📸 Instagram: https://www.instagram.com/jonathanlamer 💼 LinkedIn: https://www.linkedin.com/in/jonathanlamer 🎙 Hosted by Vince Perri Subscribe to Beyond The Claim Podcast for new episodes every Monday & a solo show every Wednesday. #StartupFunding #NonTechnicalFounder #BeyondTheClaim Thank you for being a vital part of our Channel 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs

    53 min
  2. Avoid These Contracting Pitfalls That Are Killing Your Growth with Brandon Smith

    7. OKT.

    Avoid These Contracting Pitfalls That Are Killing Your Growth with Brandon Smith

    If you're a contractor or home service pro tired of wearing every hat in your business, this episode is for you. In this week’s Beyond The Claim, Vince Perri sits down with Brandon Smith, CEO of New Vision Projects and host of The Open Concept Podcast. Brandon reveals how he turned a small contracting startup into a systemized, scalable company that thrives without chaos — even after cutting half his staff. Learn how he built a management model that wins high-end clients, how to train project managers to estimate and sell, and why loyalty in business isn’t what you think it is. If you’re ready to scale your construction company — without burning out — hit play. 📍 Guest Info: Brandon Smith CEO – New Vision Projects Email: bsmith@newvisionprojects.com Website: www.newvisionprojects.com Instagram: @buildwithbsmith | @newvisionprojects YouTube: The Open Concept with Brandon Smith 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm VIDEO CHAPTERS 00:00 – Espresso vs. Saki & Introductions 01:06 – How Brandon Started New Vision Projects 03:00 – Leaving the Golden Handcuffs Behind 09:00 – Why Not Everyone Should Be an Entrepreneur 15:00 – The Shift to a Management Model 21:00 – Pre-Construction Process: How It Really Works 27:00 – Estimating and Project Management Accountability 32:00 – Subcontractor Systems That Actually Work 38:00 – Gross Margin Reality Check for Contractors 46:00 – From Commercial to Residential: Lessons Learned 56:00 – Scaling Up Without Losing Control 1:00:00 – Strategic Acquisitions & The Future of Contracting 1:05:30 – Final Thoughts + Guest Info 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs #BeyondTheClaim #VincePerri #BrandonSmith #NewVisionProjects #ConstructionBusiness #ContractorGrowth #CustomHomeBuilding #HomeRenovation #ProjectManagement #PreConstruction #Estimating #Subcontractors #SystemsAndProcesses #SOPs #Leadership #GrossMargin #ScalingABusiness #AcquisitionEntrepreneurship #HomeServices #Entrepreneurship

    1 t 6 min
  3. Roofing Business Broker Reveals Exit Secrets _ Valuation, Deal Killers, Second Bite

    30. SEP.

    Roofing Business Broker Reveals Exit Secrets _ Valuation, Deal Killers, Second Bite

    Welcome back to Beyond the Claim with host Vince Perri, your business broker and exit strategist. Today’s guest is Claudio Vilas, a roofing business broker and owner of The Roofing Biz Broker. We break down exactly how to sell a roofing company for maximum value, what really drives roofing valuation and EBITDA multiples, why private equity loves fragmented blue-collar industries, and how rollups, ESOPs, and the “second bite of the apple” can change your life at exit. Inside, Claudio shares the biggest deal killers he sees in due diligence, how to prepare your books the right way three years before a sale, owner-dependency traps, what to disclose and when, and why telling your management team early can actually de-risk the deal. We also cover customer concentration, the problem with insurance-heavy revenue, and how predictable marketing and sales engines earn better multiples. If you’re in roofing or insurance claims, this is a masterclass on exit planning and M&A strategy. Grab the free “Roofing Exit Readiness Checklist” mentioned in the episode and get serious about value creation starting today. Guest Bio Name: Claudio Vilas Title: Roofing Business Broker, Owner at The Roofing Biz Broker Email: claudio.vilas@theroofingbizbroker.com Website: https://www.theroofingbizbroker.com LinkedIn: https://www.linkedin.com/in/claudiovilas-business-broker/ Instagram: https://www.instagram.com/claudiovilasbb/ Facebook: https://www.facebook.com/claudio.vilas.967 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany

    1 t 1 min
  4. From Call Center to CEO: Katie Nelson's Journey in Sales Mastery

    23. SEP.

    From Call Center to CEO: Katie Nelson's Journey in Sales Mastery

    Join Vince Perri and Katie Nelson in this engaging discussion, sharing their combined experience and offering valuable business tips. Learn how to sell effectively and implement winning sales strategies, drawing from their 16 years of entrepreneurship. Get ready for actionable business advice and proven sales techniques. Whether you are an entrepreneur, public adjuster, contractor, or small business owner, this episode is packed with sales tips, growth strategies, and mindset shifts that will help you scale your business faster. Guest contact links Website: https://salesuprising.com/ Email: katie@salesuprising.com Facebook: www.facebook.com/salesuprising Instagram: www.instagram.com/salesuprising LinkedIn Company: https://www.linkedin.com/company/salesuprising/ LinkedIn Personal: https://www.linkedin.com/in/thesalescatalyst/ YouTube: https://www.youtube.com/@SalesUpRising Chapters: 00:00:00 Intro and Katie Nelson origin story 00:04:30 Cold calling role play and why sales is the heartbeat of business 00:14:00 Sales framework that scales qualification scripts and repeatable process 00:32:00 Pricing and objections plus what is broken in business coaching and accountability 00:44:00 Hard lessons mindset client wins Disney cruise and self awareness 00:56:00 Building systems fast revenue steps book recs and closing takeaways 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #SalesMastery #ColdCallingTips #SalesFramework #EntrepreneurMindset #BusinessGrowth2025 #SalesTraining #ScalingYourBusiness #BeyondTheClaim #VincePerri #KatieNelson #SalesCoaching #SalesIsTheHeartbeat #EntrepreneurshipPodcast #BusinessSuccess #ServiceBasedBusiness

    1 t 6 min
  5. How to Build a Virtual Assistant (Ultimate Guide) with Cole Kline

    17. SEP.

    How to Build a Virtual Assistant (Ultimate Guide) with Cole Kline

    How to Build a Virtual Assistant (Ultimate Guide) with Cole Kline Are you interested in learning how to build a virtual assistant business from scratch, even with no experience? This ultimate guide will walk you through the entire process, from getting started to providing top-notch virtual assistant services to clients. We'll cover the essential virtual assistant tools and training you need to succeed, as well as how to set up a professional home office setup. Whether you're looking to start a freelancing career or simply want to explore work from home jobs with no experience, this video is perfect for you. By the end of this tutorial, you'll know exactly how to become a virtual assistant and start working from the comfort of your own home. So, if you're ready to take the first step towards a successful virtual assistant career, keep watching! Chapters: 00:00 Intro and Cole’s background 03:00 Climbing Kilimanjaro and Everest Base Camp 08:00 Building and scaling Hope Public Adjusters 15:00 Why he transitioned out of public adjusting 21:00 The 5.2M claim and tipping point moment 27:00 The power of block scheduling and systems 36:00 How Edge Virtual Assistants is disrupting the VA model 45:00 Training SOPs and scaling roofing and PA firms 50:00 Final thoughts and lessons for entrepreneurs Guest Contact Links Website: https://edgevirtualassistants.com Email: info@edgevirtualassistants.com Phone: 317-416-0028 💎 This episode is sponsored by The Farber Law Firm. Visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs

    53 min
  6. Why Real Connection Still Matters Today - Brady Lowe

    9. SEP.

    Why Real Connection Still Matters Today - Brady Lowe

    Restaurant margins are razor thin, often just 3 to 4 percent. In this episode, Brady Lowe of Taste Network reveals why most restaurants fail, how to design unforgettable customer experiences, and how AI in hospitality must evolve without losing human connection. Brady has spent more than 20 years building a 20 city culinary empire, paying over 1.2 million dollars directly to farmers, and helping brands like Formula 1 and luxury hotels create events that guests never forget. From experiential marketing to relationship equity, he shares insights every business owner can apply to scale smarter, strengthen client loyalty, and turn passion into predictable profits. If you are a restaurant owner, entrepreneur, or small business leader, this conversation is packed with lessons on restaurant profitability, customer experience design, and integrating AI in ways that enhance connection instead of replacing it. 🔥 What you will learn in this episode: • Why most restaurants fail and the truth about 3–4 percent net restaurant margins • How to build experiences that customers remember forever • The power of storytelling in business growth • Brady’s 3 Question AI Reflection Ritual for teams • How to balance passion, predictability, and profits 👥 Guest: Brady Lowe, Founder of Taste Network Website: https://tastenetwork.com/ Instagram: https://instagram.com/bradylowe75 Twitter X: https://x.com/tastenetwork YouTube: https://www.youtube.com/@taste-network 💎 This episode is sponsored by The Farber Law Firm. Visit Farber at https://bit.ly/thefarberlawfirm Chapters 00:00:00 Why real connection still matters in the age of AI 00:06:23 Why most restaurants fail and the truth about margins 00:16:18 How to design unforgettable customer experiences 00:34:40 What is relationship equity and why it drives loyalty 00:39:28 How AI in hospitality can help without replacing people 00:54:03 Passion, predictability, and the path to profits 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS:#RestaurantMargins #CustomerExperience #AIinHospitality #SmallBusinessGrowth #BeyondTheClaim

    1 t 3 min
  7. The Shocking Truth About AI in Marketing That Small Business Owners Need to Know - Victoria Shepherd

    2. SEP.

    The Shocking Truth About AI in Marketing That Small Business Owners Need to Know - Victoria Shepherd

    The Shocking Truth About AI in Marketing That Small Business Owners Need to Know - Beyond The Claim with Victoria Shepherd AI is rewriting the rules of marketing and most small business owners have no idea what just happened. In this episode of Beyond The Claim, Vince Perri sits down with Victoria Shepherd (CEO of Welcome Place Marketing) to reveal the shocking truth about AI, Google AI Overviews, and why your old marketing playbook no longer works. If your website traffic dipped or your ads stopped converting, this conversation will show you the new blueprint. Learn how to use AI tools the right way, why LinkedIn personal pages outperform company pages, and how to build trust signals that drive leads and revenue. What you will learn: • How Google AI Overviews are destroying traffic and what to do about it • Why trust signals (reviews, bios, FAQs) are more powerful than keywords • The LinkedIn strategy that actually creates new business • How to repurpose YouTube and blog content into a full funnel • The future of digital marketing and why your website is no longer enough Guest links: Website: https://www.welcomeplacemarketing.com/ LinkedIn: https://www.linkedin.com/in/victorialshepherd/ Instagram: https://www.instagram.com/tallchickvic/ X: https://x.com/tallchickvic 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 TAGS: #insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany

    40 min

Om

Beyond The Claim Podcast is where entrepreneurs, public adjusters, contractors, and business owners learn how to break through barriers, scale their businesses, and master claims strategies. Hosted by Vince Perri, this show delivers real-world insights on leadership, sales, marketing, and business growth—helping you win more claims, attract clients, and build a thriving business. No fluff, just actionable advice from industry experts.

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