Joseph LoPresti: How To Exit By Design And Avoid The Entrepreneur's Biggest Mistakes Master Your Millions podcast

27:54

About Jeff Shada: For over 40 years, Jeff Shada has been an entrepreneur and a senior executive, serving in roles from Vice President to C-Level across a wide range of industries. His career spans everything from startups and small-to-medium enterprises to multi-billion-dollar Fortune 200 corporations. Often holding multiple leadership roles simultaneously, Jeff understands what it means to be busy—and to be deeply invested in a company’s success. Over the course of four decades, Jeff has navigated both booming economies and severe recessions. While one might assume that prosperous times would be the most rewarding, Jeff has found that value and insight often emerge during the most challenging periods. What stands out throughout his extensive experience is a core truth: regardless of the industry, size, or stage of growth, every business shares a fundamental need—access to capital and credit. In this episode, your hosts, Jason and Scott, together with Jeff Shada discuss: Separate Personal and Business Credit Avoid Personal Guarantees Build Digital Business Imprint Understand Business vs. Commercial Credit Leverage Vendor Credit for Business Growth Key Takeaways: Personal guarantees can devastate your financial future, and entrepreneurs must understand the risks of signing away personal assets when securing business loans. Building business credit is a strategic process that requires intentional effort. Lenders evaluate businesses differently from individual credit profiles, and your business's digital footprint and credit reputation can dramatically impact your ability to secure funding. Vendor credit represents a powerful scaling mechanism for businesses of all sizes. Education is the cornerstone of financial protection in business, and seeking guidance from experienced professionals can help navigate the complex landscape of business credit and lending. "Knowing that you don't know means you have an awareness about the subject.” — Jeff Shada Connect with Jeff Shada : LinkedIn: https://www.linkedin.com/in/jshada1/ Website: https://bizcreditsolution.com/ https://www.laughlinbizcredit.com/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Joseph LoPresti: How to Exit by Design and Avoid the Entrepreneur's Biggest Mistakes 32:03

9 days ago32:03

32:03

About Joseph LoPresti: Joseph LoPresti is the Founder and President of Arlington Wealth Management, where he helps business owners and successful families integrate elite wealth management with proactive business exit strategies. With over 40 years of experience in the financial services industry, Joseph is deeply committed to guiding clients toward their “Freedom Point”—the moment they’ve secured enough wealth to live life on their own terms. Through Arlington’s Virtual Family Office of 75+ experts, he delivers synergistic, advanced planning across investment consulting, tax mitigation, estate planning, and wealth protection. Joseph believes that a business exit is not just a transaction—it’s a life transition that deserves careful preparation and strategic foresight. His mission is to help entrepreneurs increase business value from a buyer’s perspective, prepare for seamless transitions, and shape legacies they can be proud of. Backed by a proven track record and a passion for empowering others, Joseph ensures his clients are positioned for both financial success and personal freedom. In this episode, your hosts, Jason and Scott, together with Joseph LoPresti discuss: Proactive Pre-Exit Wealth Planning Fractional Family Office Strategies Coordinating Multiple Business Advisors Asset Protection and Business Value Financial Literacy and Entrepreneurial Education Key Takeaways: Entrepreneurs often miss opportunities by not planning proactively years before selling their business, which can significantly impact their financial future. Advisor coordination prevents costly mistakes, making it essential to have a quarterback who understands the entire financial landscape. Wealth preservation goes beyond simple investments, and protecting assets involves understanding liability risks, business value, and creating strategies that safeguard accumulated wealth across multiple dimensions. Our education system fails to teach fundamental financial skills, leaving most unprepared to manage their financial futures. Fractional family office models now allow entrepreneurs with $5-75 million to access sophisticated wealth management strategies previously reserved for ultra-high-net-worth individuals. "People aren't natural investors. Our education system just doesn't really cover financial literacy.” — Joseph LoPresti Grab a copy of Joseph’s book “Exit by Design” Link: https://www.amazon.com/Exit-Design-Integrating-Management-Proactive Connect with Joseph LoPresti : LinkedIn: https://www.linkedin.com/in/joeloprestiria/ Company Website: https://arlington-wealth.com/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Michelle Pierson Young: Mentorship, Mindset, and the Mathematics of Success (Part 2) 24:10

16 days ago24:10

24:10

About Michelle Pierson Young: Michelle Pierson is a young dynamic coach, speaker, and mentor, whose infectious energy and deep wisdom inspire everyone she meets, including me, with a heart for empowering others. Michelle helps people unlock their potential, step boldly into their greatness, and create lives filled with purpose and joy. Her unique blend of insight, humor and compassion makes her not only a transformational guide but also a true light in the lives of those around her. In this episode, your hosts, Jason and Scott, together with Michelle Pierson Young discuss: Power of External Mentorship Challenging Personal Limiting Beliefs Importance of Curiosity and Self-Awareness Breaking Feedback Loops in Personal Growth Setting Audacious Goals and Speaking Them Aloud Key Takeaways: Mentorship transforms personal growth by challenging ingrained beliefs. Curiosity is the catalyst for meaningful change and self-improvement, and when individuals remain open to learning and questioning their own assumptions, they create opportunities for profound personal development. Thinking positively about oneself doesn't equate to arrogance; it's a pathway to genuine confidence. Embracing self-worth without ego allows individuals to unlock their true potential and approach challenges with clarity. Success isn't just about achieving goals, but understanding the psychological journey behind them. Verbalizing aspirations creates a mathematical and psychological commitment that propels individuals toward their dreams. "If you're going to be a great coach, somebody who wants greatness will always be searching for somebody who will show them what they're not doing well yet.” — Michelle Pierson Young Connect with Michelle Pierson Young : Instagram : https://www.instagram.com/michelleatplay/?hl=da Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Michelle Pierson Young: Unraveling the Human Operating Manual 28:20

23 days ago28:20

28:20

About Michelle Pierson Young: Michelle Pierson is a young dynamic coach, speaker, and mentor, whose infectious energy and deep wisdom inspire everyone she meets, including me, with a heart for empowering others. Michelle helps people unlock their potential, step boldly into their greatness, and create lives filled with purpose and joy. Her unique blend of insight, humor and compassion makes her not only a transformational guide but also a true light in the lives of those around her. In this episode, your hosts, Jason and Scott, together with Michelle Pierson Young discuss: Breaking Generational Patterns Overcoming Life's Challenges Understanding Human Animal Behavior Importance of External Perspectives Authenticity and Personal Growth Key Takeaways: Doing the same thing repeatedly won't yield different results; instead, introduce new perspectives and approaches to break free from your current limitations. Your childhood experiences create an "operating manual" that may no longer serve you. Profound insights often come from challenging or uncomfortable situations, and as such, stay open to lessons that emerge from experiences that initially seem negative or difficult. Our survival instincts often drive behaviors that worked in childhood but are ineffective in adulthood. Actively seek mentors, experiences, and knowledge that challenge your current understanding of success and personal development. "If you're going to achieve something you've never achieved before, then you're going to need to do something you've never done before.” — Michelle Pierson Young Connect with Michelle Pierson Young : Instagram : https://www.instagram.com/michelleatplay/?hl=da Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Rich Goldstein: From Trademark to Exit: Maximizing Your Business's Potential 31:01

4 weeks ago31:01

31:01

About Rich Goldstein: Rich Goldstein is a patent attorney, entrepreneur, author, and speaker dedicated to helping people protect and capitalize on their valuable ideas. Over the past 25 years, he has secured more than 2,000 patents, guiding entrepreneurs through the complexities of intellectual property. As the founder of Goldstein Patent Law, he and his team are committed to ensuring that patents and trademarks align with their clients' definitions of success, empowering them to achieve their business goals. Rich's expertise in intellectual property law is rooted in a belief that timing is critical—doing the right thing at the right moment can make all the difference. Rich’s straightforward approach to patent law earned him the honor of writing The ABA Consumer Guide to Obtaining a Patent for the American Bar Association, the world’s largest voluntary legal organization. Passionate about education, he travels the country teaching entrepreneurs about intellectual property and hosts the Innovations & Breakthroughs podcast, where he engages with top business leaders on their journeys to success. Through his work, Rich continues to demystify the patent process, making it accessible and actionable for innovators ready to protect their ideas. In this episode, your hosts, Jason and Scott, together with Rich Goldstein discuss: Intellectual Property Protection Trademark vs. Patent Differences Business Exit Strategy Planning Increasing Business Value Through IP Early Trademark and Brand Registration Key Takeaways: Protecting your brand isn't just a legal formality—it's a strategic investment. Exit planning should start years before you actually sell, but entrepreneurs often wait too long, missing opportunities to make their business more transferable and attractive to potential buyers. Intellectual property isn't just for revolutionary inventions, and even small, niche innovations or unique processes can be valuable assets that set your business apart in the marketplace. Not all businesses need patents, but most can benefit from trademark protection. Creating systematic processes and documentation makes your company more scalable and appealing to potential investors or acquirers. "If you don't get the trademark, you risk losing the rights to it, because someone else can get it if someone else files before you.” — Rich Goldstein Connect with Rich Goldstein : Website: https://www.richgoldstein.com/ LinkedIn: https://www.linkedin.com/in/richardwgoldstein/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Peter Swain: Unlocking AI's Potential: 15 Minutes a Day Can Change Everything - Part 2 24:56

5 weeks ago24:56

24:56

About Peter Swain: Peter is an international speaker, best-selling author, and advocate for AI enablement in all areas of business. Prior to his newfound career in helping people and companies decode AI, Peter was a digital marketeer with over 25 years at the forefront of technology disruption. With a tech career that started with developing Yelp (before Internet Explorer was launched!,) he has owned and managed agencies involved in over 1,400 projects with market leaders such as Jamie Oliver, Microsoft, Apple, Google, and more. Peter's current focus is to use the knowledge and experience gained from being at the epicenter of 2 tech paradigm shifts to help individuals and institutions see what they have, what they need to succeed, and how to bridge the two. On a personal front, Peter is a grateful husband and proud father of two children who continually remind him of the power of being present, 3 3-time business mastery winner, and a terrible golfer who splits his time between Miami and the UK. In this episode, your hosts, Jason and Scott, together with Peter Swain discuss: AI Customer Service Human-AI Collaboration Different AI platforms (ChatGPT, Claude, Grok) Effective AI Interaction Future of Work, AI optimization Key Takeaways: Businesses can dramatically improve response times and customer satisfaction through AI-powered support. Most people want human experts augmented by AI intelligence, not replaced by it, and surprisingly - 75% of surveyed individuals would pay more for a service where humans do less work but achieve better outcomes. Effective AI interaction requires clear, precise communication and treating the AI as a conversational partner. Different AI platforms like ChatGPT, Claude, and Grok have inherent biases and strengths based on their training and origin. AI can optimize processes across multiple business functions, from customer service to sales and marketing, and the technology offers unprecedented opportunities to scale operations while reducing human labor costs, and challenging traditional workforce models. "If AI can optimize everything out, we still need the humans to have jobs, because we need meaning.” — Peter Swain Connect with Peter Swain : Website: https://peterswain.com/peter-swain-about LinkedIn: https://www.linkedin.com/in/peterswain247/ Facebook: https://web.facebook.com/PeterSwain247?_rdc=1&_rdr# Instagram: https://www.instagram.com/peterswain247/ Twitter: https://x.com/peterswain247 TikTok: https://www.tiktok.com/@peterswain247 Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Peter Swain: Unlocking AI's Potential: 15 Minutes a Day Can Change Everything 25:11

6 weeks ago25:11

25:11

About Peter Swain: Peter is an international speaker, best-selling author and advocate for AI enablement in all areas of business. Prior to his newfound career in helping people and companies decode AI, Peter was a digital marketeer with over 25 years at the forefront of technology disruption. With a tech career that started with developing Yelp (before Internet Explorer was launched!) he has owned and managed agencies involved in over 1,400 projects with market leaders such as Jamie Oliver, Microsoft, Apple, Google and more. Peter's current focus is to use the knowledge and experience gained from being at the epicentre of 2 tech paradigm shifts to help individuals and institutions see what they have, what they need to succeed and how to bridge the two. On a personal front, Peter is a grateful husband and proud father of two children that continually remind him of the power of being present, 3 3-time business mastery winner and a terrible golfer that splits his time between Miami and the UK. In this episode, your hosts, Jason and Scott, together with Peter Swain discuss: AI as a transformative technology beyond web and mobile Importance of daily AI usage and practical implementation Personalized AI applications in education and family Peter Swain's journey from web development to AI expertise AI's potential to automate tasks and scale business operations Key Takeaways: AI isn't just a tool—it's an intelligence waiting to be understood. Personalization through AI can revolutionize learning experiences for children, and by creating tailored content that matches a child's interests, AI can dramatically accelerate skills like reading comprehension. Automating routine tasks like customer inquiries can free up significant human capital and create scalable operational efficiencies. Just as electricity transformed from massive generators to an invisible, nearly free resource, AI is following a similar trajectory of democratization. Early adopters who experiment and implement AI strategically can gain significant competitive advantages across various industries. "Until you do something, you're only having a hypothetical, theoretical conversation.” — Peter Swain Connect with Peter Swain : Website: https://peterswain.com/peter-swain-about LinkedIn: https://www.linkedin.com/in/peterswain247/ Facebook: https://web.facebook.com/PeterSwain247?_rdc=1&_rdr# Instagram: https://www.instagram.com/peterswain247/ Twitter: https://x.com/peterswain247 TikTok: https://www.tiktok.com/@peterswain247 Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Al Sorensen: Passing Down More Than Money: A Legacy of Character (Part 2) 23:49

7 weeks ago23:49

23:49

About Al Sorensen: With a passion for transforming sales from transactional encounters into meaningful conversations, Algot (Al) Sorensen helps professionals master the art of communication. As a Sales and Management Specialist at Sandler Training Utah, he believes that success isn’t about memorizing one-liners—it’s about understanding the question behind the question and creating lasting, repeatable success. Al empowers sales teams to shift from quick wins to long-term growth by refining their communication strategy, active listening skills, and customer engagement techniques. His approach helps professionals not only close deals but build relationships that lead to sustained success. A graduate of the University of Utah, Al is based in the Salt Lake City Metropolitan Area and has built a network of over 2,000 followers and 500+ connections. He regularly shares insights on sales strategy, influence, and professional growth. In this episode, your hosts, Jason and Scott, together with Al Sorensen discuss: Invest in children through service and example Teach resilience by facing challenges together Communicate with empathy and understanding Separate a person's identity from their actions Prioritize relationships over achievements Key Takeaways: Engaging kids in helping others creates lasting lessons about community and compassion. Windshield time matters more than the destination, as meaningful conversations happen during shared experiences, whether driving through storms or working on projects together. Communication is an art of understanding, not telling, and sking permission and dismissing the illusion of knowing transforms interactions from confrontational to collaborative. Resilience isn't about never failing, but how you respond to challenges. Showing up for family means being present during both difficult and ordinary moments, demonstrating love through actions. "My hope is that if I can show and teach my kids how to handle bad moments, that they'll be able to do that for their kids.” — Al Sorensen Connect with Al Sorensen : LinkedIn: https://www.linkedin.com/in/algot-sorensen-94aa09169/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Al Sorensen: The Profound Impact of Humble, Selfless Service 24:22

8 weeks ago24:22

24:22

About Al Sorensen: With a passion for transforming sales from transactional encounters into meaningful conversations, Algot (Al) Sorensen helps professionals master the art of communication. As a Sales and Management Specialist at Sandler Training Utah, he believes that success isn’t about memorizing one-liners—it’s about understanding the question behind the question and creating lasting, repeatable success. Al empowers sales teams to shift from quick wins to long-term growth by refining their communication strategy, active listening skills, and customer engagement techniques. His approach helps professionals not only close deals but build relationships that lead to sustained success. A graduate of the University of Utah, Al is based in the Salt Lake City Metropolitan Area and has built a network of over 2,000 followers and 500+ connections. He regularly shares insights on sales strategy, influence, and professional growth. In this episode, your hosts, Jason and Scott, together with Al Sorensen discuss: Wife's brain tumor and health challenges Al's personal growth after his wife's passing Teaching children to serve others Insights on Sandler sales training Emphasis on communication and understanding Key Takeaways: Al's experience with his wife's brain tumor and declining health demonstrated his ability to choose resilience over despair. True wealth is found in the legacy of how we treat and support those around us. By approaching conversations with genuine curiosity and a willingness to understand others, rather than simply pushing an agenda, relationships and outcomes can be significantly improved. Providing feedback by first acknowledging the person's inherent worth, then addressing specific actions helps maintain trust and openness, rather than triggering defensive reactions. Al approaches caregiving with humility and a genuine desire to support, and with this, he was able to find deeper meaning and connection. "Dismiss the illusion of knowing. What if I paused that and said, Maybe I don't, and if I didn't know, what questions would I ask to find out?” — Al Sorensen Connect with Al Sorensen : LinkedIn: https://www.linkedin.com/in/algot-sorensen-94aa09169/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Stanley Anderson: Embracing AI as a Trusted Advisor: Lessons from a Solopreneur 38:04

9 weeks ago38:04

38:04

About Stanley Anderson: Stanley Anderson is the CEO and Owner of Costa Pickleball, a brand dedicated to crafting high-performance, stylish paddles for players who want to stand out on the court. More than just equipment, Costa Pickleball fosters individuality and community, ensuring players have access to quality gear that reflects their personality—without the premium price tag. Through innovative design and a commitment to customer connection, Stanley is making the sport more accessible while building a vibrant pickleball culture. Before launching Costa Pickleball, Stanley had a successful career as a high-tech executive, specializing in go-to-market strategy, sales operations, and strategic alliances across industries like healthcare, manufacturing, and finance. A skilled negotiator, he has developed and led global partnerships, consistently delivering results that drive growth and innovation. Now, he brings his expertise to the world of pickleball, blending business acumen with a passion for the sport. In this episode, your hosts, Jason and Scott, together with Stanley Anderson discuss: Embracing AI as a trusted advisor Leveraging AI for market analysis and marketing campaigns Importance of understanding one's strengths and weaknesses as an entrepreneur Challenges of being a solopreneur and handling all aspects of the business Advice to not let fears hold back entrepreneurial pursuits Key Takeaways: By leveraging AI for tasks like market analysis, marketing campaign optimization, and process automation, entrepreneurs can unlock unprecedented efficiency and insights to drive their ventures forward. As an entrepreneur, it's essential to understand your own strengths and weaknesses. Stepping into entrepreneurship requires a willingness to take calculated risks and learn from mistakes. As a solopreneur, Stanley highlighted the need to be adept at handling all aspects of the business, from finance and recruitment to product development and marketing. Stanley's acquisition of Costa Pickleball showcased the immense potential of the rapidly growing sport, and with over 13.6 million players and a compound annual growth rate exceeding 15%, the pickleball market presents an exciting opportunity for entrepreneurs to capitalize on emerging trends and innovative product offerings. "If you're not using AI this year in 2025, you will be left behind. You need to understand it and leverage it.” — Stanley Anderson Connect with Stanley Anderson : LinkedIn: https://www.linkedin.com/in/stanleyanderson/ Costa Pickleball: https://costapickleball.com/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Scott Krusemark: Strategic Goal-Setting and Milestone Planning for Real Estate Growth 28:34

10 weeks ago28:34

28:34

About Scott Krusemark: Scott Krusemark is a nationally recognized leader, #1 international best-selling author, and entrepreneur with over 30 years of success in various industries. A seasoned computer consultant and real estate investor, he has worked with computers since the early 1970s, earning degrees in Electrical Engineering from the University of Kansas and Virginia Tech. With expertise in programming, systems engineering, and multiple languages and operating systems, Scott has consulted across 20+ industries, serving clients for decades. His ability to simplify complex technology for non-tech users has made him a sought-after consultant, with some clients relying on his services for nearly 30 years. Since 2002, Scott has expanded his expertise into real estate investing, earning the Ohio Professional Housing Provider (OPHP) designation and actively participating in the Ohio Real Estate Investor’s Association. Alongside his wife, Anne, he runs a thriving investment business while staying engaged in his local Stark County chapter. A dedicated husband and father of two adult daughters, Scott lives in North Canton, Ohio, where he is active in his church’s technology committee and community events. In his free time, he enjoys reading, movies, hiking, traveling, and dining out with Anne. In this episode, your hosts, Jason and Scott, together with Scott Krusemark discuss: Importance of education and networking through real estate investor associations (REIAs) Value of having a coach to provide tailored advice and guidance Taking action and learning from mistakes as the best teacher Creative financing strategies, including private lending and using whole life insurance Setting goals and milestones to help more students in real estate and business ventures Key Takeaways: Investing in real estate requires continuous learning, and joining local real estate investor associations can provide valuable networking opportunities and keep investors updated on market trends and legal changes. Having a dedicated coach who understands an individual's specific needs and goals can be incredibly beneficial. While knowledge is important, taking action and learning from mistakes is the best way to progress in real estate investing. Private lending, using retirement accounts, and leveraging whole life insurance policies can provide flexible and efficient financing options, and these creative approaches can help investors capitalize on opportunities that traditional lenders may overlook. Defining a clear vision for the future and setting measurable goals can help investors stay focused and motivated. "The very first assignment that I have to any of my students is to write a vision statement, what do you want your life to feel like? What do you want it to look like? You know, 5, 10, years from now?” — Scott Krusemark Connect with Scott Krusemark : Website: https://scottkrusemark.com/ LinkedIn: https://www.linkedin.com/in/scottkrusemark/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Jill Lublin: Publicity Pitfalls and Proven Strategies to Grow Your Business and Impact 23:09

11 weeks ago23:09

23:09

About Jill Lublin: Jill Lublin is a master publicity strategist, consultant, speaker, and four-time bestselling author. With over 200 speaking engagements worldwide, she is dedicated to helping individuals find their voice and be heard. Through interactive keynotes, seminars, and training programs, she empowers audiences with strategies in publicity, networking, and influence marketing, demonstrating how publicity can be a cost-effective tool to amplify impact. For more than 25 years, Jill has shared powerful networking and publicity strategies on global stages alongside Tony Robbins, T. Harv Eker, Jack Canfield, Mark Victor Hansen, and Loral Langemeier. As a highly regarded publicity expert, she has worked with major media outlets, including ABC, NBC, and CBS. She has also guided thousands of participants through her ongoing virtual course, Crash Course in Publicity. The author of four bestselling books—including Get Noticed…Get Referrals (McGraw-Hill) and Guerrilla Publicity (Morgan James Publishing), known as the "PR Bible"—Jill has also helped aspiring authors secure book deals and foreign rights agreements. She is available for speaking engagements, training, and consulting services to assist executives, sales teams, and marketing departments in leveraging innovative publicity techniques to drive business growth. In this episode, your hosts, Jason and Scott, together with Jill Lublin discuss: Importance of publicity for building expertise, trust, and visibility Mistakes to avoid in publicity: inaction, over-commercialization, misunderstanding media mentality Strategies for effective publicity: using Google Alerts, consulting national day calendars, thinking of publicity as a garden Flexibility and saying "yes" to media opportunities, even if not fully prepared Integrating social media with traditional publicity, not using it as a substitute Key Takeaways: Publicity is the key to building trust, credibility, and visibility in the marketplace, and by positioning yourself as an expert through media exposure, you can attract more prospects and clients without relying solely on traditional advertising. Focus on understanding the media's needs and presenting yourself as a valuable resource to their audience. Treat your publicity efforts like a garden, planting seeds well in advance and allowing time for them to bloom. When the media comes calling, be ready to say "yes" even if you don't feel fully prepared. While social media can be a valuable tool for promoting your media appearances, it should not replace your efforts to secure traditional publicity, and instead - leverage both channels to create a comprehensive strategy that amplifies your visibility and credibility. "Publicity is the actual strategy that will get you prospects and clients, trust and credibility in the marketplace, and gives you the visibility that every entrepreneur deserves.” — Jill Lublin Connect with Jill Lublin : Website: www.jilllublin.com Instagram: www.instagram.com/jilllublin Facebook: www.facebook.com/publicitycrashcourse LinkedIn: www.linkedin.com/in/jilllublin YouTube: www.youtube.com/channel/UCP1iC4DCyVD4rP34DZxjeeg Publicity Course: www.publicitycrashcourse.com Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Jason DePardo: From Tech Exec to Entrepreneur: A Journey to Financial Independence 27:04

12 weeks ago27:04

27:04

About Jason DePardo: Jason DePardo is a seasoned Customer Success executive with over 20 years of experience in building and leading high-performing teams within high-tech companies and startups. Known for his strategic mindset and unwavering focus on customer satisfaction, he has excelled in driving excellence during periods of hyper growth. His expertise spans building and managing global customer success and service organizations, steering profitable P&L, fostering key business relationships, and championing operational excellence. With a passion for innovation and a relentless drive to deliver superior customer experiences, DePardo has established himself as a thought leader in customer engagement and retention. Beyond his distinguished career in tech, Jason is also a savvy entrepreneur and real estate investor. He has successfully transitioned into real estate by leveraging his Infinite Banking Concept (IBC) policies to finance both personal and investment ventures. His practical experience includes orchestrating a 30-unit multi-family property syndication in Massachusetts, where he achieved an impressive 90% return on investment. Throughout his journey, Jason has underscored the importance of resilience, networking, and integrity in overcoming financial challenges, all while striving to be a role model for his children. In this episode, your hosts, Jason and Scott, together with Jason DePardo discuss: Expertise in delivering mission-critical customer service Importance of customer satisfaction and engagement metrics Transitioning to entrepreneurship and generational wealth planning Leveraging Infinite Banking Concept (IBC) for multiple financial goals Resilience and network's role in overcoming business challenges Key Takeaways: Jason DePardo's expertise in delivering mission-critical customer service and maintaining high satisfaction levels was instrumental to the success of the tech companies he worked for. The birth of Jason's children prompted him to shift his focus towards long-term financial planning and legacy building. Jason's deep dive into the Infinite Banking Concept revealed its multifaceted benefits, allowing him to utilize his whole life insurance policies as a source of life insurance, retirement funds, liquid assets, and a tool for passing on wealth to future generations. Overcoming setbacks requires a resilient mindset, a strong professional network, and a positive attitude. Applying business scaling expertise can drive success in real estate, as demonstrated by a project that achieved a 90% return on investment. "If you haven't started on your IBC journey, or if you're trying to figure it out and what it all means. Just keep reading. Keep listening to podcasts like Master Your Millions… You'll really start to figure out, what can the IBC concept and program and approach do for me, and what do I need to get out of it?” — Jason DePardo Connect with Jason DePardo : LinkedIn: https://www.linkedin.com/in/jdepardo/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Kevin Howe: From Millions Lost to Millions Gained, A Journey of Redemption and Impact 23:05

13 weeks ago23:05

23:05

About Kevin Howe: Kevin Howe, the Founder and President of Contributor Rewards & Outside The Box Inc., has over 35 years of experience driving success for both for-profit and nonprofit organizations through innovative, digitally-delivered premiums and high-quality rewards. At Contributor Rewards, the company provides digital premiums for public media stations, representing prestigious brands such as The New York Times, Babbel, and The Washington Post. These fundraising incentives have been instrumental in helping stations raise tens of millions of dollars. The latest platform, Minute To Give, is revolutionizing fundraising by enabling donors to contribute effortlessly. Outside The Box specializes in Travel and Entertainment promotions, collaborating with top retailers, casinos, financial companies, and hospitality firms to enhance their loyalty programs. For more information on products and clients, visit www.otbcorp.com. In this episode, your hosts, Jason and Scott, together with Kevin Howe discuss: Importance of discernment when bringing people into your business Recognizing patterns of unethical behavior, not just isolated incidents Prioritizing ethical relationships and being willing to walk away from untrustworthy individuals Value of having a supportive, aligned team that has your best interests in mind Aligning your success with doing good in the world through innovative business models Key Takeaways: Trust your instincts when evaluating potential business partners or hires. Pay attention to patterns of behavior, not just isolated incidents, because a single late meeting may be excusable, but a consistent pattern of unreliability or unethical practices should be a clear warning sign. Be willing to walk away from relationships that do not align with your values, even if it means sacrificing short-term gains. Surround yourself with a team that consistently demonstrates their commitment to your success, as the trust and alignment within this team can be a powerful driver of growth and innovation. Consider business models that allow you to directly tie your financial success to the positive impact you create in the world. "I love the idea of knowing that my revenue is tied toward the good that's being done in the world.” — Kevin Howe Connect with Kevin Howe : Website: www.otbcorp.com and https://minutetogive.com LinkedIn: https://www.linkedin.com/in/otbcorp/ Connect with Jason and Scott: Website: https://henderxcapital.com/masteryourmillions X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs Facebook: https://www.facebook.com/groups/realestateinvestorsofutah Instagram: @henderxcapital https://www.instagram.com/henderxcapital/ @jasonihenderson https://www.instagram.com/jason.henderson/ Email: jasonchem@gmail.com, scott@henderxcapital.com…

Master Your Millions

1
Dr. Mak Jawadekar: Mentors, Mindsets, and Millions 25:09

14 weeks ago25:09