Previous Episodes

All too often, business leaders make the mistake of thinking their position’s main goal is the advancement of the company instead of factoring in the main component of their organizations’ success, which is the motivation levels of their direct reports and entry-level employees.

Financial planning is not a one-size-fits-all approach. And planning your business future is even less so.

If you’re a company that’s planning on going public, you want to be sure your ducks are in a row.

Specializing in financial planning for professionals in pre-IPO companies, Aaron Rubin helps his clients save money by guiding them through the complex financial issues that come with receiving company stock options and your company’s IPO.

With a background in law and accounting, Aaron if fully versed in moving your business toward its future.

He joins Adam to discuss:

• The worst IPO tax mistake
• Worst investment decisions
• Best investment decisions
• The one stock option tax secret people should know about
• When someone at a pre-IPO company should contact an advisor
• And much more!

Learn how to keep more of your equity compensation so that you can support the people that you love and care about the most!

Incredibly enough, 90% of executive jobs get filled without a posting, and if you do see a job posting, it is a company’s last resort.

Anish Majumdar lifts the HR curtain and disrupts traditional norms of job searching. He taps into the hidden job market and guides job seekers to hack the 80% auto-rejection systems.

As a Career Coach, Anish empowers professionals to stand up for change, become experts in their field instead of job seekers, stop “seeking permission” by applying for jobs and gain the power of choice.

Anish joins Adam to discuss:

There are many ways to be “stuck” in an organization and hold back change. Organizations undergoing digital transformation often miss the mark — but that’s because they’re looking at technology as the solution, not people.

Even for organizations that reopen as the pandemic winds down, the workplace will never be the same: the pivot to remote and blended workforces, the rise of analytics and AI, and other changes have already taken place. Yet many employees and organizations still aren’t ready.

In his book, Stuck: How to Win at Work by Understanding Loss, Patrick McCreesh spells out three simple but powerful strategies for getting your people and your organization to “un-stick” when it comes to digital transformation. 
  
He joins Adam to discuss those strategies as well as:

• How a technology fallacy makes organizations overlook the human factor in digital transformation.
• How to see digital transformation holistically.
• How to get people to “un-stick” and embrace and adopt change.
• And much more!

​Digital transformation isn’t that easy. Tune in and learn how to refocus on people, not tech, for success.  

A strong brand is based on TRUST. And TRUST translates into SALES.

Do you have hundreds of testimonials and reviews?

Do you have case studies for all niches and services in digital marketing?

Are you updating unique content on social networks?

Do you advertise?

Do you have a podcast?

There are three main phases to most businesses. Growth. Scale. Exit.

Most business owners focus heavily on growth and scale, but don’t put much thought into exit. Truth is, you should enter into a business with the thought of eventually exiting.

Whether it’s passing the torch, selling, or retiring, or just closing it down, you should have some sort of strategy and plan in mind.

Joining Adam is business strategist, Tanaha Hairston. Together they discuss:

• How to begin with the end in mind
• Clarity to exit: drive sales and new business development
• How to create Monthly Recurring Revenue (ARR) for every source of Revenue in Your Business
• How “Breaking Past the Fear” achieves business success
• And much more!

Do you have an exit strategy in place? If not, (or even if you do) this is a must-hear episode.

Business owners, artists and entrepreneurs tend to have unique financial flows and income and expense patterns. Additionally, because they have many deductible expenses, their tax returns do not always reflect their full financial picture. So, the hardest part is documenting income.

Also, business owners’ financial documents take more time to analyze, and they require more attention to detail to evaluate and approve. Additionally, many lenders consider self-employed people to be “risky” borrowers (this is ironic because most business owners have an excellent payment history, even if they sometimes make their payments a little behind schedule).

Mainstream lenders and most independent mortgage broker are after the “low-hanging fruit” of mortgages for employed borrowers with perfect credit scores (this is about 30% of borrowers)—these are quick and easy to do by following what are essentially basic and routine procedures.

This is where Alejandro Szita comes in. Specializing in providing lending solutions to business owners, artists, entrepreneurs and self-employed professionals, Alejandro gets it.

He joins Adam to discuss:

• Why the majority of the mortgage industry is not geared towards the self-employed borrower (business owners & entrepreneurs)
• Why it’s more difficult to get a mortgage when you’re self-employed
• How business owners can qualify for a mortgage
• And so much more!

If you’re thinking of buying a house in the near future, then this is the show for you!