• Rekindle Your Career by Employing The “3.3 Rule!
    Jan 27 2025

    Rekindle Your Career by Employing The “3.3 Rule!

    In “The 3.3 Rule,” John Briggs, CPA, offers practical advice and real-life examples to inspire readers to reclaim their balance and well-being. John delves into strategies for setting boundaries, prioritizing personal health, and nurturing relationships that truly matter. With this book, you can discover how to achieve a fulfilling career without sacrificing your personal life, while also fostering a more productive and positive work environment for yourself and those around you. The 3.3 Rule: The New Workday Standard of Creating More by Working Less

    33rulebook.com
    33rule.com

    **John Briggs, CPA

    Incite Tax

    38 W 13775 S suite 310

    Draper, UT 84020

    Phone: (801) 999-8295 Email: adminteam@incitetax.com

    Located in Draper, UT

    If so, you need to read “The 3.3 Rule-By John Briggs, CPA”

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    28 mins
  • Maximizing Your LinkedIn Experience!
    Jan 19 2025

    Maximizing Your LinkedIn Experience!

    Bill McCormick Founder /Owner, Digi-Sales discusses the Social and value-centric way of using LinkedIn to develop quality contacts no matter what market you are prospecting in.


    In this podcast we discuss some methodologies to get better outcomes from your effort when using LinkedIn.

    Bill’s method is to build stronger relationships because connections build trust with you over time, the old, “know you, like you, and trust you”.


    In this podcast Bill breaks down why most people struggle when using cold messaging techniques.

    Bill explains the changes necessary to make when prospecting on LinkedIn to start getting appointments booked more consistently,


    Added material

    My LinkedIn Profile: 

     https://www.linkedin.com/in/billmccormick/

    Schedule a 30-minute Conversation with Bill: https://calendly.com/bill-mccormick/30-minute-conversation-clone

    Information on The All Selling Is Social Podcast:

    https://www.digisalesny.com/podcastappearance

    | Bill McCormick 
    Founder/Owner, Digi-Sales 
    Learn how to utilize social selling the right way! 518.598.9625

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    28 mins
  • Staying with Business Basics and Thriving!
    Oct 1 2024

    Staying with Business Basics and Thriving!

    Brian Donahue is the founder and President of DMI. A successful company that wholesales Life insurance and Annuity products to Financial Advisors around the country.

    DMI is known for its great culture, consistent and great service. Staffed with long-time employees, DMI is a model of what service to customers should be.

    In this day of inferior performance in servicing the public, DMI is the “Trader Joe’s and Costco’s” of the small business arena.

    Learn how Brian Donahue has steered the ship and created a great culture with his business. Brian is the first person to recognize that DMI’s success is all about the people that support the organization.

    Brian Donahue
    DMI MARKETING
    Dmi.com
    50 Derby St STE 250, Hingham, MA 02043
    800.322.6342

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    23 mins
  • HELPING Small Business Owners Navigate Their Financial Future While Creating A Win- Win!
    May 25 2024

    Rich Pavano, CPA, owner of SKP Advisors, has helped hundreds of small and medium sized businesses focus on their financial futures.
    We discuss many of the strategies that have helped SKP Advisors to be the place to go as tax advisors and accountant professionals.
    Rich is extremely passionate about what he does, and it shows in the way he works with his team and clients. A professional in every sense.


    Phone 203- 933 -1679
    admin@skpadvisors.com
    https://skpadvisors.com/services/
    47 Middletown Ave
    North Haven, Ct 06473

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    29 mins
  • The Question! How Will You Build Wealth Through Your Business?
    Mar 29 2024

    The Question! How Will You Build Wealth Through Your Business?


    This is a question that very few business owners actually ask themselves when they buy or start a business. But it’s a critical question and it certainly can change as time goes on as the business changes, but it does create a focus for the business owner as to how they will build their wealth.

    Business owners don’t enter the entrepreneurial world to have a place to go, a position, and a salary. They become entrepreneurs for the purpose of building wealth for the future. It’s a legitimate question to ask.

    Today. I’m gonna cover the two ways of creating wealth with an option of a third way.

    Thomas J. Perrone, CLU, CIC

    New England Consulting Group of Guilford, Inc.

    203 530 6615

    tperrone@necgginc.com

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    12 mins
  • The Four Major Causes Of A Business Failure!
    Feb 18 2024

    The Elephant In The Room

    The Four Major Causes Of A Business Failure!

    Tom discusses the four major causes of a business failure and the fact that many business owners, large and small don’t spend time planning for.


    tperrone@necgginc.com
    TOMS BLOG: www.yourbusinessworth.com
    CELL: 203 530 6615


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    15 mins
  • Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!
    Oct 16 2023


    Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!
    David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.
    David’s firm is not the traditional law firm, when approaching tax planning. His planning strategies are holistic and deep. His goal is to maximize the yield by reducing the transactional costs and taxes. By doing this the companies value will increase the future multiples.

    David’s expression is “We are aggressive in result but conservative in approach”.

    The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues. He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with. This is a collaborative effort, and one that puts the client in a better tax position than in the past.

    Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.

    David Glenn Taylor, LL.M.


    Taylor Foley LLC

    171 Chruch St- Suite 330

    Charleston, South Carolina 29401

    (P)843-723-2000 (f) 843-723-2013

    Dtaylor@taylorefoleylaw.com


    Www.taylorfoleylaw.com


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    24 mins
  • Unlocking Your Business Wealth!
    Aug 28 2023

    “Unlocking Your Business Wealth?

    Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings.

    Many business owners run their business with the focus on personal income, and the freedom of time.
    However, the business can also be a valuable financial asset worth much more than the salary being earned. Business wealth is an asset that can create financial independence for the business owner.

    Many business owners also put too much wealth in their business and when they wish to use this equity find it difficult to get out, or extremely expensive to get out. In many cases, it can be lost due to the market and elements of the business environment.

    In this book, Brian discusses the building of business wealth and the opportunities it creates. Each chapter is a steppingstone to create business wealth.

    A great short read, and necessary if you are an entrepreneur.

    Brian discusses parts of the book, how it will help you grow your business and help you to avoid the traps that you may experience in your business life.

    To Contact Brian:
    860) 303-8929 mobile

    Email Brian: bkerrigan@taylorfoleylaw.com to schedule a complimentary consultation to discuss your results and lay the foundation for your future success. Remember, the first step is often the hardest, but it's the only way to reach the top.

    Resources & Social Media Business Growth and Exit Newsletter
    https://www.linkedin.com/newsletters/7043985330160459776/
    Value Builder
    https://valuebuilder.com/

    Mindshop
    https://web.mindshop.com/
    Order your book:
    Amazon



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    22 mins