Inside BS Show

Dave Lorenzo

Would you like to work with better clients, make more money, and build a business that gives you true freedom? Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur? Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access? Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale. These are your people. They've been where you are, and they've gone where you want to go. But most importantly, they feel your pain and can help it go away. If you're an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon. On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value. But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation. Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success. A new episode drops each Wednesday at 6 AM. Want to connect with Dave? Call (305) 692-5531. What are you waiting for? Join us ON THE INSIDE.

  1. Dave is Back and He Has News

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    Dave is Back and He Has News

    In this episode, Dave returns after a month-long hiatus and explains the strategic pivot he has made. Over the last 30 to 45 days, he has shifted his business to focus on helping advisors, attorneys, accountants, consultants, and other professionals attract and work with high net worth individuals, family offices, and affluent business owners. Dave describes why this client segment is resilient during economic downturns and why professionals who want to deliver maximum value should aim to serve at the top of the market. To build a clear, repeatable model for attracting and developing these relationships, Dave has conducted more than 100 conversations and over 25 deep-dive interviews with professionals already working in that space. Going forward, the Inside BS Show will feature short, frequent updates documenting the build-out of this new business. Dave will share what is working, what is not working, and the thinking behind each move. Listeners can follow the journey in real time across multiple platforms. This episode is the starting point. Key Takeaways: The firm has pivoted to focus on helping professionals attract high net worth clients.High net worth clients remain active in all market conditions.Dave is developing and testing a new advisory model built from interviews and practical experience.The show will now deliver concise progress reports and lessons from the field.You can follow the journey on multiple platforms depending on the type of content you want.Links Mentioned (include all in your show notes text and description): Watch behind-the-scenes video updates on Instagram:https://www.instagram.com/thedavelorenzo Connect with Dave and subscribe to the LinkedIn Newsletter "The Relationship Economy":https://www.linkedin.com/in/thedavelorenzo(Click View Newsletter and Subscribe) Subscribe to the podcast updates and get alerts when new episodes drop:https://GetInsideBS.com Email your questions about working with high net worth clients:dlorenzo@dlorenzo.com Call to Action for Listeners: If you want to learn how to build relationships with affluent families, business owners, and family offices, start by subscribing to Dave’s LinkedIn newsletter and replying with your questions. The show going forward will be shaped by what you ask.

    7 phút
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    Fixing the Broken Healthcare System: A Fiduciary Approach to Employee Benefits | 950

    In this episode of The Inside BS Show, hosts pull back the curtain on the broken employer healthcare system with guest Donovan Ryckis, founder and CEO of Ethos Benefits. Donovan reveals how misaligned incentives, opaque pricing, and lazy brokers have cost American businesses billions—and how smart CEOs can fight back. Key Topics Discussed: How the healthcare system is rigged against employers—and what you can do about it.The difference between a broker and a fiduciary—and why it matters more than you think.Why most companies are overpaying by 30–40% for employee health plans.How cash-pay and international mail-order pharmacy programs can slash drug costs.What every CEO should know about PBMs (pharmacy benefit managers) and stop-loss insurance.Why “self-funded” plans can outperform traditional coverage when managed properly.Three compliance steps every business owner must know under the Consolidated Appropriations Act.The coming wave of lawsuits against companies that fail to manage healthcare fiduciary responsibilities.Links and Resources: Watch Donovan’s documentary: It’s Not Personal, It’s Just Healthcare – EthosBenefits.com Connect with Donovan on LinkedIn: Donovan Ryckis Buy The 60 Second Sale book: Amazon Link Subscribe via Email: GetInsideBS.com Listen on Spotify: Inside BS Show on SpotifyListen on Apple Podcasts: Inside BS Show on Apple PodcastsCall Us: (305) 692-5531Call to Action: If you’re a business owner, CEO, or advisor who’s tired of paying more for less when it comes to healthcare, this episode is your wake-up call. Learn how to take control of your benefits strategy, cut costs, and protect your team the right way.

    47 phút
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    The Next Thirty Days | 949

    In this special solo episode, Dave Lorenzo announces a planned 30-day break from The Inside BS Show and social media. From October 4 through November 3, he’ll be going “offline” to focus on a major new project, rethink the direction of the show, and manage an intense travel schedule. Dave explains why this reset is deliberate and strategic — not a disappearance — and what listeners can expect when he returns. What You’ll Discover Today: Why Dave is taking a 30-day break from podcasting and LinkedInThe three major reasons for the pause:A new, time-intensive project demanding focusStrategic re-positioning of The Inside BS Show’s format and directionA travel schedule that covers more than half the monthThe difference between this “designed break” and prior hiatusesWhat listeners can expect during the reset, including two interview episodes releasing mid-monthWhen and how the show will relaunch on November 3 at 6 a.m.Key Takeaways: Strategic pauses are sometimes necessary for creative growth and business focus.Consistent creation takes time — reclaiming that time for reflection and planning can lead to stronger output.Taking a deliberate break (rather than disappearing) preserves the relationship with your audience.The Inside BS Show will return refreshed, re-energized, and with a new sense of purpose.Call to Action: Circle November 3 on your calendar — Dave returns with new energy, new ideas, and a new direction for The Inside BS Show. In the meantime, stay subscribed to catch the two upcoming interview episodes.

    7 phút
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    Inside the Mind of a CFO: What Every Business Owner Should Know | 947

    In this episode of The Inside BS Show, Dave Lorenzo sits down with Britt Summerill, Partner at Now CFO, to uncover the truth about when and why business owners need a Chief Financial Officer and what happens when they wait too long to bring one in. Britt explains the critical difference between a Controller and a CFO, the telltale signs your company has outgrown its basic accounting setup, and how a fractional or outsourced CFO can transform your business from reactive to strategic. You will hear how companies, even those earning tens of millions, often operate without the right financial systems in place, the costly mistakes owners make when they rely on outdated reporting, and how to spot warning signs like missing visibility, unreliable cash flow forecasting, or weak internal controls. Britt also shares real-world examples from his experience leading Now CFO’s expansion into multiple markets and helping companies nationwide recover from accounting chaos, uncover fraud, and prepare for funding or acquisition. What You Will Discover Today: When to hire a CFO and when a controller is enoughThe most common accounting blind spots that sink growing businessesWhy "clean books" are not enough for scaling or fundingThe role of a fractional CFO during rapid growth or crisisHow Now CFO helps companies restore order, improve visibility, and drive valueThe surprising financial messes Britt has uncovered, even inside billion-dollar companiesKey Takeaway: If you are a CEO who does not fully understand your financials, you are not alone, but you are exposed. The right CFO can give you the insight and control you need to protect your business, prepare for growth, and make smarter strategic decisions. Connect with Britt Summerill: Website: www.NowCFO.com Email: bsummerill@nowcfo.com Links and Resources: Buy The 60 Second Sale: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763Subscribe for updates: GetInsideBS.comCall Us: (305) 692-5531Call to Action: If you have been relying on "good enough" accounting, it is time to rethink your finance function. Reach out to Now CFO to find out what is really happening behind your numbers and start leading your business with clarity.

    36 phút
  5. How Advisors Help High-Net-Worth Clients Keep Millions with Smart Insurance Planning | 946

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    How Advisors Help High-Net-Worth Clients Keep Millions with Smart Insurance Planning | 946

    In this episode, sit down with Adam Sendischew of Jones Lowry to explore how high net worth and ultra high net worth individuals use advanced insurance strategies to protect, preserve, and grow wealth across generations. Adam breaks down private placement life insurance (PPLI), a tool that combines asset protection, tax efficiency, and wealth transfer planning, and explains how advisors can leverage it to better serve affluent clients. Key Topics Discussed Private Placement Life Insurance (PPLI): How it works, who qualifies, and why it is a cornerstone of ultra affluent wealth planning.From Income Replacement to Wealth Transfer: The difference between traditional insurance for protection and advanced planning for tax optimization.Advisor Driven Success: Why Adam built a practice centered on collaboration with attorneys, CPAs, and family office advisors, and how that approach shortens the sales cycle and builds credibility.The Legacy Shield Framework: Adam’s four step process, Discovery, Design, Deployment, and Defense, that ensures long term success for multi generational wealth plans.Buy Sell Agreements and Disability Coverage: Common blind spots in business continuity and how insurance planning protects partners, investors, and families when key players cannot work.Real World Case Studies:How one client saved millions in taxes after selling a business for 100 million dollars.How a venture capital firm insured a key executive for 90 million dollars to safeguard their investment.How reviewing 17 family policies led to a 400 basis point improvement in returns.Athletes and Entertainers: Why so many go broke within five years of retirement and how strategic planning and independent advice can prevent it.Call to Action Buy The 60 Second Sale: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763 Subscribe via Email: GetInsideBS.com

    57 phút
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    Before You Speak: The Hidden Psychology of Tough Conversations | 945

    Ever found yourself dreading a tough conversation—with an employee, a client, or even someone you love? In this episode of The Inside BS Show, Dave Lorenzo sits down with communication expert Lynne Franklin to unpack the science and psychology behind how to handle difficult conversations effectively. Lynne shares her shocking early-career story involving a runaway teen and a machete—an experience that forever changed her approach to connecting with people. From that day on, she dedicated her career to understanding how we can reach the “unreachable” and create meaningful dialogue even in the most tense situations. Key Topics Discussed: How one terrifying encounter shaped Lynne’s lifelong mission to help people connect.Why every tough conversation starts with a gap in expectations—and how to bridge it.The neuroscience behind communication: what your brain does when tension rises.The “7-Second Rule” for remembering names (and why most of us fail at it).How to spot and speak to “lookers,” “listeners,” and “touchers.”Why understanding the other person’s story is the key to persuasion.The single most powerful breathing exercise to reset your mind before a tough talk.The difference between talking the walk and walking the talk—and why leaders get it wrong.How executives and teams can build cultures of communication that eliminate misunderstanding.About Lynne Franklin: Lynne Franklin is an author, executive communication coach, and former president of the National Speakers Association’s Illinois Chapter. Known as a “neuroscience nerd,” she transforms complex brain research into practical tools that help leaders connect, persuade, and influence. Her clients include C-suite executives, sales teams, and organizations that want to communicate with empathy and impact. Connect with Lynne Franklin: Website: www.LynneFranklin.com Email: Lynne@LynneFranklin.com Phone: (847) 729-5716 Connect with Dave Lorenzo: Website: GetInsideBS.com Call: (305) 692-5531 Buy the 60 Second Sale Book: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763 Call to Action: Before you start your next tough conversation, take a breath—literally. Then listen to this episode and learn how to transform conflict into connection using the science of communication.

    39 phút
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Giới Thiệu

Would you like to work with better clients, make more money, and build a business that gives you true freedom? Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur? Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access? Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale. These are your people. They've been where you are, and they've gone where you want to go. But most importantly, they feel your pain and can help it go away. If you're an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon. On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value. But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation. Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success. A new episode drops each Wednesday at 6 AM. Want to connect with Dave? Call (305) 692-5531. What are you waiting for? Join us ON THE INSIDE.