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Cracking the Cash Flow Code

Too many businesses only last for one generation. A sustainable business is one that can last past your career. When you create a sustainable business, you have more options in how you live your life and that’s a good thing. Host: Josh Patrick, Stage 2 Solution (http://www.stage2solution.com)
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Now displaying: Category: BUSINESS
May 1, 2017

On this episode, Josh speaks with Mike Michalowicz, founder of Profit First Professionals and author of Profit First. They discuss his book and the concept of "profit first".

Apr 24, 2017

In this episode, Josh  spends time with Charles Goldman, President & CEO of Assetmark, Inc. They discuss values and the role they should play in your company.

Apr 17, 2017

In this episode Josh spends time once again with Rob Slee, Founder at MidasNation and Robertson & Foley and author of Private Capital Markets.  Rob and Josh discuss the idea of value worlds, where businesses have multiple valuations based on the purpose of the valuation. 

 

Apr 3, 2017

On this episode, Josh speaks with Mark Lefko, Founder and CEO of The Lefko Group. They discuss values and companies working toward a higher purpose.  The discuss "sustainability" as it relates to people and the planet. They also talk about values, B corps, and using a values as a guide to decision making.

Mar 27, 2017

In this episode, Josh speaks with David Kolbe, CEO of Kolbe Corp.  They discuss the Kolbe Indices, how they work, and how you can use them to improve yourself, your team, or your company.

Mar 20, 2017

In this episode Josh spends time with Amy Bruske, President of Kolbe Corp.  They discuss family businesses, the advantages and disadvantages of being in business with family, and some tips on how to transition a family member out of the business when the time comes.

Mar 13, 2017

In this episode Josh speaks with Roger Dooley,  author of Brainfluence: 100 Ways to Persuade and Convince Consumers with Neuromarketing. Josh and roger discuss neuromarketing and some of the science behind round/specific numbers, perceived value, and how numbers are written.

Mar 8, 2017

This epsode Josh spends time with Nathaniel Greene, CEO of Stroud International Ltd. and author of Stop Guessing.  They discuss tips for problem solving and how to stop guessing. 

Mar 6, 2017

On this episode Josh speaks with Hank Berkowitz, Managing Principal, HB Publishing & Marketing Company, LLC.  They discuss thought leadership content including what it is, the process of writing, the channels available for your content, and their thoughts on what the "sales funnel" is shaped like these days.

Feb 27, 2017

On this episode Josh talks with Jack Beauregard, Founder and CEO of the Successful Transition Planning Institute. The primarily discuss Jack's book, 7 Principles for Living with Authenticity: Discovering Your True Self When Facing Life Changes.  But they also discuss neuroplasticity and how that can be leveraged to overcome some of the fears business owners have surrounding transitioning their business.

Feb 20, 2017

In this episode Josh speaks with Adam Hansen, Partner and VP of Innovation at Ideas To Go. They discuss behavioral science, cognitive biases, looking for the "emotional why" for your product or service and what constitutes innovation.

Feb 13, 2017

This episode, Josh talks with Dick Wagner, author of Financial Planning 3.0: Evolving Our Relationships with Money. They talk about the three evolutions of Financial Planning, why they feel Investment Management should be separate from Financial Planning and how a better understanding of the importance of money and its effect on the world is crucial.

Feb 6, 2017

This episode, Josh spends time with Jake Wagner, Founder and CEO of Wagner Communication Systems, Inc.  Jake, who is a Certified Digital Marketing Professional, discusses strategies for financial planners to use in marketing their business digitally via websites, podcasts, videos, blogs and social media sites.

Jan 30, 2017

In this episode Josh speaks with Julie Littlechild, the founder of Absolute Engagment. They discuss what is meant by the term absolute engagement and how putting it into practice can be beneficial to your business.

Jan 23, 2017

On the episode Josh speaks with Shawn McBride, Chief Innovation Officer at McBride For Business, LLC. They discuss continuity planning, the advantages of women in business partnerships, and how to protect your interests in a business partnership.

Jan 16, 2017

On this episode Josh speaks with Diane Gardner form TaxCoach4You.com. They discuss several of the things she as a Certified Tax Coach and Enrolled Agent look for when reviewing a business's tax return for the first time and what savings are out there of which business owners may be unaware.

 

Jan 9, 2017

In this episode, Josh speaks once again with Barbara Taylor, Co-founder, Allan Taylor & Co.  Barbara has been looking to the virtual assistant community to give her business the ability to scale up in one aspect of the business. She and Josh discuss ways of going about it and resources for finding virtual assistants.

Dec 19, 2016

This episode Josh talks asset protection with Lin Eleoff, J.D., creator of the DIYLegalToolkit.com. They discuss avoiding copyright infringement with images on your site, business name trademarking, business entities, and privacy policies. They talk about what legal things you can do yourself and what things you should use a lawyer for.  They also discuss understanding the value of your assets and how to best protect them.

Dec 12, 2016

On this episode, Josh spends time with Tony Rose, Founding Partner of Rose, Snyder & Jacobs. The discuss the fact that financial capital is only one of the capitals you should be looking at. The others being human, intellectual, social, and structural capital. 

 

Dec 5, 2016

On this episode, Josh speaks with Glenn Main, Managing Partner at The Main Point Group LP. They discuss business owners who have become "stuck" in their business and have reached a burn out point. The offer information on how they help these business owners.

Nov 28, 2016

On this episode, Josh speaks with Mark Ferguson, owner of Invest Four More. They discuss how Mark successfully removed himself from the daily operational side of his businesses, so that he could focus on growing them and starting new ones.

 

Nov 14, 2016

This episode Josh speaks with Lenny Melnick, Owner of LennyMelnickFantasySports.com. They discuss some of the unusual sales tactics Lenny used when he owned a box business (including buying a race horse). They then conclude with  a discussion about treating your employees right.

 

Oct 31, 2016

On this episode Josh speaks with Bruce Eckfeldt, CEO of Eckfeldt & Associates.  They discuss Agile software development process and how Agile can be applied to other parts of your business as well.

Oct 24, 2016

In this episode Josh speaks with Rita Cheng, CEO of Blue Ocean Global Wealth.  They discuss the benefits of diversity, both in your staff and your customer base.

Oct 17, 2016

On this episode, Josh talks startups with Tom Sylvester from Serial Startups.  

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