The Millionaire Mind

Dallon Schultz
  • 4.9 (37)
  • 创业
  • 一周一更

A Journey into the Mindset of Successful Business Owners

  1. EP134: The Financial Backbone of Business Success with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA

    2024/05/15

    EP134: The Financial Backbone of Business Success with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA

    Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out on this valuable content, and hit play! Key takeaways to listen for The stark reality of business sales and transitions Challenges businesses face when transitioning ownership Essential steps to prepare for a business exit Austin's personal journey from law aspirations to financial expert Upcoming projects and the launch of a new investment fund Resources mentioned in this episode The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2Lgtt About Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA Austin Peterson is a seasoned Comprehensive Financial Planner based in Scottsdale, AZ. Starting his career in 2000 at Independent Capital Management in Santa Ana, CA, he has held various roles, including an internal wholesaler at Pacific Life and a life insurance field wholesaler at Symetra Life Insurance. After earning his MBA from Brigham Young University, focusing on sales and entrepreneurship, Austin founded and later sold his own financial planning company in Southern California. He then served in both sales and management roles at Crump Life Insurance for five years. In 2015, Austin joined Lincoln Financial Advisors, and in 2021, he co-founded Backbone Planning Partners to enhance focus on small business planning.  Connect with Austin CFP®, CLU®, CBEC®, CPFA™, MBA Website: Backbone Planning Partners: https://www.backboneplanning.com/ Podcast: Tycoons of Small Biz: https://apple.co/3wmdlfh LinkedIn: Austin Peterson, CFP®, CLU®, CBEC® , CPFA™, MBA: https://www.linkedin.com/in/austinpetersoncfp/ CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    42 分钟
  2. EP133: Essential Skills Anyone Can Learn to Become a Sales Master with Joe Graham

    2024/05/08

    EP133: Essential Skills Anyone Can Learn to Become a Sales Master with Joe Graham

    What if you could transform your sales approach? Join us as Joe Graham, a sales expert with over two decades of experience, shares his insights on a value-driven, problem-solving strategy that diverges from traditional pushy sales tactics. Discover how authenticity and strategic thinking can revolutionize your sales process and nurture sustainable business relationships. Key takeaways to listen for Early challenges in sales and how to overcome them  The concept of providing value and helping rather than selling How to properly value services and understand market dynamics An innovative strategy to alleviate pressure on sales Joe’s top three personal insights from 20 years in sales Resources mentioned in this episode The Go-Giver by Bob Burg: https://amzn.to/44tBNb9 Atomic Habits by James Clear: https://amzn.to/44riEH5 About Joe Graham Joe Graham is an award-winning sales coach and Enterprise Account Representative for Spectrum Enterprise, where he has won the President's Circle Award from 2019 to 2022 and the Mid Market Masters Award from 2019 to 2021. He is also a Major Account Executive at T-Mobile, specializing in custom solutions for small to medium-sized businesses. Joe hosts the "Joseph Graham Show," which is aimed at helping business professionals and coaches improve their sales processes and achieve six-figure results. He offers quick consultations to tailor the best solutions for each client's needs. Connect with Joe Instagram: https://www.instagram.com/joegrahamreal/ YouTube: https://www.youtube.com/@Joegrahamreal Podcast: The Joseph Graham Show: https://apple.co/44pgOGq CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    30 分钟
  3. EP132: Conquer Financial Limits and Embrace a Savvy Money Mindset with Leisa Peterson

    2024/05/01

    EP132: Conquer Financial Limits and Embrace a Savvy Money Mindset with Leisa Peterson

    Leisa Peterson boots your financial knowledge by exploring the value of effective money management. She addresses challenges like the scarcity mindset and investing obstacles, and shares strategies to become more money-conscious. Tune in to disconnect your self-worth from your financial status and make peace with money! Key takeaways to listen for Leisa's transition and passion for the psychology of money Negative effects of shame and fear on financial literacy How societal beliefs influence one’s self-worth and financial decisions A pivotal decision that led to a new path in coaching and mindfulness The power of leverage in business and investing sucess Resources mentioned in this episode The Mindful Millionaire by Leisa Peterson: https://amzn.to/3SXBsX4 The Luck Factor by Dr. Richard Wiseman: https://amzn.to/3Q5RO16 About Leisa Peterson Leisa Peterson aims to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant, and spiritual teacher, Leisa hosts the Mindful Millionaire podcast, virtual workshops, and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity, and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire. Connect with Leisa Website: WealthClinic®: https://www.wealthclinic.com/ | The Mindful Millionaire: https://www.mindfulmillionairebook.com/ Podcast: Mindful Millionaire with Leisa Peterson: https://apple.co/3UjhnhO CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    44 分钟
  4. EP131: Tech Tools for Transforming Traditional Business Practices with Justin Benson

    2024/04/24

    EP131: Tech Tools for Transforming Traditional Business Practices with Justin Benson

    In this episode, join us as we delve into Justin Benson's entrepreneurial journey, highlighting how he has never worked a conventional W-2 job and sharing insights into how automating systems and processes has significantly boosted the efficiency of his ventures. Listen to learn about his unique start in entrepreneurship, his ventures across various industries, and how he uses technology to enhance business operations. Key takeaways to listen for The importance of integrating systems and automation in business  How personal experiences influence career paths and business success Challenges of transitioning from traditional career paths to running tech-driven businesses Tips for using technology and automation to improve business operations and customer interactions Resources mentioned in this episode Apex Fun Run: https://www.apexfunrun.com/ The Outsiders by William N. Thorndike Jr.: https://amzn.to/43ZhmTe  About Justin Benson As the founder and leader of the Bara Agency, Justin is the place where problems come to die. Half nerd and half real estate agent, He’s built teams from the ground up, sold thousands of houses, and created the custom technology, systems, and strategies needed to scale along the way. Connect with Justin Website: Bara Agency: https://baraagency.com/ Instagram: @justinbenson: https://bit.ly/3Q39TwE  CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    49 分钟
  5. EP130: Trailblazing Training Methods for Next-Gen Surgeons with Jeanette Laine

    2024/04/17

    EP130: Trailblazing Training Methods for Next-Gen Surgeons with Jeanette Laine

    You are in for a ride full of knowledge as Jeanette Laine, a serial entrepreneur and the innovative force behind SurgiSTUD, entails her journey from working under a venture capitalist to pioneering a company that offers 3D-printed alternatives to cadavers for surgical training. Listen to discover the challenges and triumphs of bringing a novel product to the medical field, nurturing a growth-oriented team, and articulating SurgiStud's future aims. Don't miss out on valuable insights, and hit play! Key takeaways to listen for The inspiration behind SurgiSTUD and its impact on medical training  How past business experiences shape current success Proven methods for building a growth-oriented team A strategic advantage to employee empowerment Major challenges of rapid company growth and technology adaptation Resources mentioned in this episode How to Win Friends & Influence People by Dale Carnegie: https://amzn.to/4avlfRY The 7 Habits of Highly Effective People by Stephen R. Covey: https://amzn.to/43EGA9x The 4 Disciplines of Execution" by Chris McChesney, Sean Covey, Jim Huling, Scott Thele, and Beverly Walker Gino Wickman: https://amzn.to/3VGIOTF About Jeanette Laine Jeanette Laine, the founding member and CEO of SurgiSTUD™, brings over 35 years of extensive experience in managing startup complexities. Her expertise spans a range of critical functions, including legal, HR, accounting, and tax, alongside strategic planning for earnings and losses. At the helm of SurgiSTUD since its inception, Jeanette has been instrumental in steering its growth and expansion, significantly impacting its strategic direction and investment strategy. Her commitment to excellence is further underscored by her Lean Six Sigma certification and various leadership and business skill certifications, marking her as a versatile and skilled leader in the business world. Jeanette's multifaceted approach to leadership and deep involvement in all operational aspects have positioned SurgiSTUD as a leading entity in its field. Connect with Jeanette Website: SurgiSTUD: https://surgistud.com/ CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    43 分钟
  6. EP129: A New Era of Home Makeovers for Top-Quality Customer Experience with Jeremy Maher

    2024/04/10

    EP129: A New Era of Home Makeovers for Top-Quality Customer Experience with Jeremy Maher

    In this enlightening episode, we're diving into the world of home remodeling with Jeremy Maher, co-owner of Phoenix Home Remodeling. Discover how Jeremy and his team have leveraged technology, processes, and a keen focus on customer experience to stand out in the competitive home remodeling industry. Learn about the challenges and triumphs of building a business that aims to transform the traditional contractor-client relationship. Key takeaways to listen for The significance of adapting and learning from early business mistakes How to vet and form a successful partnership with his co-business owners  Strategies for managing customer expectations amidst rising construction costs Jeremy's personal philosophy on reacting to life's challenges positively Protip for new entrepreneurs looking to build their own businesses   Resources mentioned in this episode Buy Back Your Time by Dan Martell: https://amzn.to/4cDgjwq The E-Myth Revisited by Michael E. Gerber: https://amzn.to/3ocvHvf  About Jeremy Maher Jeremy is the COO of Phoenix Home Remodeling. He started the company with his brothers, Mark and Ben Chesley, to help homeowners remodel without the common contractor nightmares. Jeremy enjoys writing about topics that help homeowners, such as bathroom remodeling, getting a good kitchen remodel, home remodel timelines, home remodel costs, and other info on general contractors. He also writes about laundry room remodels, entertainment wall remodels, and things to avoid in a home improvement contractor. Jeremy and his team's collective expertise extends beyond practical advice. They delve into the realm of design, offering unique bathroom design advice, kitchen color schemes, and innovative ways to improve your home. Jeremy received a bachelor's degree in Finance from Owen College of Business. He has published two books and likes writing about subjects that help people better their lives and homes. Connect with Jeremy Website: Phoenix Home Remodeling: https://phxhomeremodeling.com/ CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    49 分钟
  7. EP128: Diving Deep into the Crypto Craze and Startup Hustle with Boz Menzalji

    2024/04/03

    EP128: Diving Deep into the Crypto Craze and Startup Hustle with Boz Menzalji

    If you're intrigued by the future of tech and crypto, Boz Menzalji's insights provide a roadmap for navigating this dynamic landscape. Join us as he shares his entrepreneurial journey from immigrating at a young age to becoming a pioneer in the digital and crypto space. Learn more about crypto strategies, blockchain infrastructure, and the evolving world of digital assets by tuning in! Key takeaways to listen for Boz's introduction to the world of digital assets and blockchain technology Basic pointers for launching your first tech startup The pivotal shift to focusing on crypto and decentralized finance Expert advice for those looking to enter the crypto space Importance of community and mentorship in business growth Resources mentioned in this episode The Lean Startup by Eric Ries | https://amzn.to/4abWV82 Digital Asset Fund https://www.kingslycapital.com/fund-invest/ About Boz Menzalji Boz Menzalji, a founding partner at Four Moons, brings an extensive professional background with 18.6 years of diverse experience, including roles as Chief Operating Officer, General Manager, and Advisor. With expertise in marketing, leadership, account management, sales, and social media, Boz has demonstrated his ability to drive success and manage teams effectively in various settings. Residing in San Francisco, California, his passion for innovation is evident in his work, particularly in turning ideas into valuable products and services. His career includes impactful contributions to companies like Overclock Labs, Refereum, and Xerox, highlighting his skill in operations management. Known for his curious and entrepreneurial mindset, Boz is committed to continuous learning and growth, always seeking new challenges and opportunities to excel. Connect with Boz Website: Four Moons  https://www.fourmoons.xyz/ CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    34 分钟
  8. EP127: High-Level Metrics Every Business Owner Should Be Tracking with Dallas McLaughlin

    2024/03/27

    EP127: High-Level Metrics Every Business Owner Should Be Tracking with Dallas McLaughlin

    If you want to ascertain whether your business is truly thriving, this episode has got you covered! Digital marketing guru Dallas McLaughlin shares his journey from a web development specialist to a pioneer in digital advertising. Gain invaluable insights on navigating digital marketing shifts, capitalizing on opportunities amid the COVID-19 pandemic, and the essential steps and critical indicators to launching a thriving business. Key takeaways to listen for  Dallas's transformative journey into digital marketingThe impact of COVID-19 on the marketing industry Major challenges in establishing a new business Key metrics every business owner should keep trackHow to determine customer lifetime value and cost of acquisition Resources mentioned in this episode Facebook ads: https://bit.ly/3x51jakThe War of Art by Steven Pressfield: https://amzn.to/4alUnUC About Dallas McLaughlin Dallas McLaughlin is an award-winning business owner, speaker, and podcast host with over 12 years of experience in full-service advertising agencies. His broad exposure spans various industries such as travel, hospitality, e-commerce, retail, finance, and non-profits, working with a range from small startups to large national franchises. Dallas specializes in leading the development and execution of comprehensive digital marketing strategies, significantly contributing to businesses reaching their annual growth objectives. Connect with Dallas Website: Dallas McLaughlin: https://dallasmclaughlin.com/Podcast: Unconsidered Podcast: https://apple.co/4cnxiSZ CONNECT WITH US Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter. Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    38 分钟
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关于

A Journey into the Mindset of Successful Business Owners

信息

  • 创作者
    Dallon Schultz
  • 活跃年份
    2023年 - 2024年
  • 单集
    135
  • 分级
    儿童不宜
  • 版权
    © 2024 The Millionaire Mind
  • 节目网站
    The Millionaire Mind