What if the key to unlocking your next level of business growth isn’t another tool or tactic—but a room full of trusted advisors?

In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Evan Kraut, co-founder and managing partner of Board Stream, a company that builds and manages advisory boards as a service. With a rich background in startup growth, private equity, and executive leadership, Evan shares how the right advisory board can help entrepreneurs gain clarity, avoid costly mistakes, and scale more effectively. Whether you’re running a high-growth business or just starting to build out your executive team, this episode offers powerful insights into how to structure strategic, customer, and project advisory boards—and why every entrepreneur should be thinking about this sooner rather than later.

If you’ve ever wondered when it’s time to bring in outside perspective, how to attract the right people to your board, or how to turn feedback into real results—this conversation delivers. Patrick and Evan walk through real-world examples, common pitfalls, and the steps to getting started, giving you a framework that can transform the way you lead and grow your companies.

Key Takeaways:

• Why advisory boards often outperform masterminds and peer groups

• How to know when your business is ready for a formal advisory board

• The difference between strategic, customer, and project advisory boards

• What to include in an effective advisory board charter

• How to keep advisors engaged through structure, communication, and follow-up

• Why diversity of thought is critical to getting better outcomes

• How Board Stream helps entrepreneurs build advisory boards that work

Learn More About Evan:

• Official Website

• LinkedIn

Episode Resources:

• Traction by Gino Wickman

• EOS tools

• BoardStream.ai Resources

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Art work by Two Tone Creative

Audio, video, research and copywriting by Victoria O'Brien

Have you ever considered writing a book but felt overwhelmed by the time commitment, the process, or even the fear of not being "expert enough"? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with bestselling author Paul McManus, creator of The Short Book Formula, to uncover how writing a concise, high-impact book can establish your authority, attract premium clients, and generate millions in revenue for your business. Whether you're a financial advisor, entrepreneur, or service professional, Paul shares a proven roadmap to writing, publishing, and leveraging a book—without putting your business on hold.

Throughout this conversation, Patrick and Paul dive into the power of authorship, how to overcome imposter syndrome, and why a short book (12,000 words or less) is often more effective than a traditional long-form book. They also explore self-publishing strategies, AI tools, podcasting, and public speaking as ways to maximize a book’s impact. If you're looking for a powerful marketing tool to set yourself apart and scale your business, this episode is packed with actionable insights you won’t want to miss!

Key Takeaways:

• Why a short book can be the most powerful marketing tool for financial advisors & entrepreneurs.

• How to write and publish a book in just 6-12 weeks without stepping away from your business.

• The secret to overcoming imposter syndrome and confidently sharing your expertise.

• How self-publishing on Amazon KDP makes book distribution easier than ever.

• The one strategy that helped Paul generate over $500K from a single podcast appearance.

• How to use books, public speaking, and podcast guesting to accelerate business growth.

Learn More About Paul:

• The Short Book Formula by Paul McManus
• LinkedIn
• Financial Advisor Success Podcast episode

Episode Resources:

• Rich Dad, Poor Dad by Robert Kiyosaki

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Art work by Two Tone Creative

Audio, video, research and copywriting by Victoria O'Brien

Are you struggling to grow your business because sales just aren’t where they need to be? Many entrepreneurs think that having a great product is enough, but without a strong sales strategy, even the best businesses can fail. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dave Hanley, a seasoned entrepreneur, sales expert, and three-time founder with over $200 million in successful exits. Dave shares his insights on why having the best product isn’t enough—it’s about having the right sales process in place. He breaks down the COD framework for crafting a compelling sales message, the biggest mistakes entrepreneurs make when selling, and how to build a scalable, repeatable system to drive revenue.

This episode is packed with real-world, actionable strategies for entrepreneurs looking to scale their businesses to $10 million and beyond. Whether you’re a startup founder, a business owner struggling with sales, or someone looking to refine your sales process, this conversation will give you practical steps to improve your approach and close more deals. Tune in to discover how to overcome sales roadblocks, build a winning sales process, and create long-term business growth.

Key Takeaways:

• Why great products alone don’t lead to business success—sales strategy is key.

• The COD framework: Capability, Outcomes, Differentiators—how to structure your sales messaging.

• The importance of defining your ideal customer and narrowing your focus.

• How to develop a repeatable, scalable sales process to drive consistent revenue.

• Why personalized outreach beats generic sales tactics and how to stand out.

• How to identify and overcome common sales roadblocks that stall business growth.

• The role of persistence and strategic follow-ups in closing deals.

Episode Resources:

Selling With by Nate Nasralla

Learn More About Dave:

• Official Website
• The Delusional Founder

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Artwork by Two Tone Creative

Audio, video, research and copywriting by Victoria O'Brien