The Business Credit and Financing Show Ty Crandall

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. 
 
During the show we discuss:
● The importance of having a work-life balance
● The advantages of improved work-life balance
● A perfect work-life balance
● How to achieve balance in taking care of yourself, family, and financial 
● “Work to live” and “Live to Work”
● Why is it challenging to balance life and business
● The 3 cords approach to life and wealth management
● Why are these 3 interwoven with each other
● How to balance the 3 cords
● How to develop the strategies in planning your life and business
● The factors contributing to the success of a plan
● Which of the 3 cords should you start planning
● How to manage your personal life while running your business
● The techniques for establishing work-life balance
● The key to a successful wealth management
● Tips to live your best life
 
Show resources:
https://roccoacarriero.com/

Julio Cacho is the founder and Chief Investment Officer of Quantor Capital, LLC, as well as the CIO of Inscription Capital, where he provides highly personalized advice to family offices, financial advisors (RIAs), bankers, asset managers, institutions, and wealthy individuals on their investment portfolios and financial products and oversees more than one billion dollars in assets. 
 
Juan Carlos is the founding partner of Quantor Capital, LLC and Managing Director of Inscription Capital. After graduating from the University of Texas in Austin, he began his financial career in Madrid, Spain working for a boutique consulting firm. 
 
During the show we discuss:
● Why do most people make bad investment decisions
● What should most people do with their hard-earned money
● Is there a scientific way to invest
● Is investment luck or skill
● Who should people take advice from when making a financial plan
● What are the main theories of investing
● What is the efficient market hypothesis
● What types of risks exist
● How can investors obtain high expected return
● What are the effective strategies to use in stock market
● How to properly manage your investment portfolio
● What should your portfolio look like to say that you are successful
 
Show resources:
https://inscriptioncapital.com/
https://www.quantorcapital.com/

During this video, you’ll discover …
 
● Five companies which provide vendor credit and report to the credit reporting agencies
● What business credit is
● The process of building business credit
● How to get vendor credit for new businesses
● The benefits of vendor credit
● How to get a vendor to pull credit under your EIN
● How to get approved for starter vendor credit for new businesses…
● … from vendors like…
● … Uline…
● … and Wex Fleet…
● … and three more starter vendors that WILL approve your startup business for vendor credit

David Duford owns DavidDuford.com, a virtual insurance agency helping new
and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents”, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” 
 
David is also a YouTube Influencer in insurance sales with over 18,000 subscribers and more than 1.5 million total views. 
 
During the show we discuss:
● Essentials needed to break through and achieve massive success in insurance 
● The common reason of insurance business failure
● The proven path to getting new insurance customers 
● How effective digital marketing is to grow an insurance agency 
● How to provide value upfront to potential customers to make more sales
● The importance of sales funnels and systems to scale insurance lead generation
● What to know about a growing trend of customers who want to self-signup 
● Why you should offer multiple insurance products to increase lifetime value
● How to choose and own a niche to start then gradually grow into other products
● The traits most successful agents have and failures don’t
● What’s needed initially to help agents become super-successful 
● How to make the complex simple for ultimate success 
● The best way to sell insurance to customers 
● How to use question-based selling to succeed in insurance 
● Why virtual insurance agencies are better than working in an office 
● Why offering multiple products through different providers is essential 
● The systems you need to have to succeed in insurance 
● How to achieve being a top agent
 
Show resources:
https://davidduford.com/
https://www.linkedin.com/in/david-duford-19952357/

A timeless futurist with primary expertise on “The Future Of Work”, Frank Cottle is the Founder and CEO of Alliance Virtual Offices. Frank is a truly experienced business leader and an engaging speaker who will appeal to listeners of all ages and backgrounds, from Gen Z to Boomers, all over the globe. 
 
From his home (and sometimes his coworking center) in Southern California, Frank will offer enlightening insights across a huge range of topics in his easy-going but authoritative So-Cal style. Investment banking, finance, commercial real estate, workplace technology, the future of work, even windsurfing and cycling - Frank has lived and studied them all - and he is happy to share his visionary insights and experiences to help listeners explore fresh perspectives on business, lifestyle, and new ways of working. 
 
During the show we discuss:
● The difference between a virtual address and virtual office
● Why you’ll get denied financing using a virtual address but not with a virtual office
● How flexible workspace plays a crucial role in driving today’s economy
● The difference between virtual offices & physical ones
● What’s in the Virtual Office Setup
● The benefits a virtual office provide you and your business 
● What are some of the hidden benefits of virtual offices most don’t know about
● How to maintain the efficiency of working on the move, anytime, anywhere
● How remote office services help business owners maintain professionalism, even when working from home
● Kind of businesses can benefit from a virtual office
● How physical offices transition to virtual business
● How is a flexible workspace your secret ingredient for starting a business entity and building credibility for future growth
● Why are virtual offices here to stay
 
Show resources:
https://www.alliancevirtualoffices.com/
https://allwork.space/

For more than a decade, Brandon Miller has been involved in Immigration and Settlement of Newcomers to Canada. He has operated a boutique immigration practice (Maple Immigration Services) in Toronto, Canada, where he has helped countless people find their way to Canadian shores and settle in successfully to their new home. 
 
Brandon approaches immigration differently by taking a holistic approach to immigration & settlement. The very unique approach led to The Immigration Success SystemTM and a published book "Second Passport" that outlines this system and introduces the idea and benefits of a Second Passport in Canada. Brandon is a proud Canadian who sees himself as a nation builder responsible for shaping the Canada of tomorrow with its true asset-the people who call Canada their home. He is a certified Immigration Consultant, is passionate about everything immigration and enjoys not only helping people to come to Canada but seeing that they get integrated into the country. 
 
During the show we discuss:
● Why countries choose to promote immigration like Canada
● How immigration help society
● Why do you see your time overseas as an integral part to being able to help your clients?
● The importance of planning and executing on an immigration plan
● Why is it important to focus on settlement planning in Canada
● Why is Canada such a desirable place to immigrate to and settle in
● What trends are happening in immigration
● What do you see happening in the future
● What exactly is an immigration consultant
● What role do immigration consultant play in my immigration future
● How easy is it to move to Canada & what are the real benefits to a Second Passport in Canada
● Top tips for immigrating and settling in Canada successfully
● Benefits available to Americans who chose Canada as their second home
 
Show resources:
https://www.mysecondpassport.ca/