Biz and Tech Podcasts > Business > The Millionaire Mind
A Journey into the Mindset of Successful Business Owners
Last Episode Date: 15 May 2024
Total Episodes: 135
Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out on this valuable content, and hit play!Key takeaways to listen for The stark reality of business sales and transitionsChallenges businesses face when transitioning ownershipEssential steps to prepare for a business exitAustin's personal journey from law aspirations to financial expertUpcoming projects and the launch of a new investment fundResources mentioned in this episodeThe Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2LgttAbout Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBAAustin Peterson is a seasoned Comprehensive Financial Planner based in Scottsdale, AZ. Starting his career in 2000 at Independent Capital Management in Santa Ana, CA, he has held various roles, including an internal wholesaler at Pacific Life and a life insurance field wholesaler at Symetra Life Insurance. After earning his MBA from Brigham Young University, focusing on sales and entrepreneurship, Austin founded and later sold his own financial planning company in Southern California. He then served in both sales and management roles at Crump Life Insurance for five years. In 2015, Austin joined Lincoln Financial Advisors, and in 2021, he co-founded Backbone Planning Partners to enhance focus on small business planning. Connect with Austin CFP®, CLU®, CBEC®, CPFA™, MBAWebsite: Backbone Planning Partners: https://www.backboneplanning.com/Podcast: Tycoons of Small Biz: https://apple.co/3wmdlfhLinkedIn: Austin Peterson, CFP®, CLU®, CBEC® , CPFA™, MBA: https://www.linkedin.com/in/austinpetersoncfp/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
What if you could transform your sales approach? Join us as Joe Graham, a sales expert with over two decades of experience, shares his insights on a value-driven, problem-solving strategy that diverges from traditional pushy sales tactics. Discover how authenticity and strategic thinking can revolutionize your sales process and nurture sustainable business relationships.Key takeaways to listen for Early challenges in sales and how to overcome them The concept of providing value and helping rather than sellingHow to properly value services and understand market dynamicsAn innovative strategy to alleviate pressure on salesJoe’s top three personal insights from 20 years in salesResources mentioned in this episodeThe Go-Giver by Bob Burg: https://amzn.to/44tBNb9Atomic Habits by James Clear: https://amzn.to/44riEH5About Joe GrahamJoe Graham is an award-winning sales coach and Enterprise Account Representative for Spectrum Enterprise, where he has won the President's Circle Award from 2019 to 2022 and the Mid Market Masters Award from 2019 to 2021. He is also a Major Account Executive at T-Mobile, specializing in custom solutions for small to medium-sized businesses. Joe hosts the "Joseph Graham Show," which is aimed at helping business professionals and coaches improve their sales processes and achieve six-figure results. He offers quick consultations to tailor the best solutions for each client's needs.Connect with JoeInstagram: https://www.instagram.com/joegrahamreal/YouTube: https://www.youtube.com/@JoegrahamrealPodcast: The Joseph Graham Show: https://apple.co/44pgOGqCONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
Leisa Peterson boots your financial knowledge by exploring the value of effective money management. She addresses challenges like the scarcity mindset and investing obstacles, and shares strategies to become more money-conscious. Tune in to disconnect your self-worth from your financial status and make peace with money!Key takeaways to listen forLeisa's transition and passion for the psychology of moneyNegative effects of shame and fear on financial literacyHow societal beliefs influence one’s self-worth and financial decisionsA pivotal decision that led to a new path in coaching and mindfulnessThe power of leverage in business and investing sucessResources mentioned in this episodeThe Mindful Millionaire by Leisa Peterson: https://amzn.to/3SXBsX4The Luck Factor by Dr. Richard Wiseman: https://amzn.to/3Q5RO16About Leisa PetersonLeisa Peterson aims to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant, and spiritual teacher, Leisa hosts the Mindful Millionaire podcast, virtual workshops, and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity, and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire.Connect with LeisaWebsite: WealthClinic®: https://www.wealthclinic.com/ | The Mindful Millionaire: https://www.mindfulmillionairebook.com/Podcast: Mindful Millionaire with Leisa Peterson: https://apple.co/3UjhnhOCONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
In this episode, join us as we delve into Justin Benson's entrepreneurial journey, highlighting how he has never worked a conventional W-2 job and sharing insights into how automating systems and processes has significantly boosted the efficiency of his ventures. Listen to learn about his unique start in entrepreneurship, his ventures across various industries, and how he uses technology to enhance business operations.Key takeaways to listen forThe importance of integrating systems and automation in business How personal experiences influence career paths and business successChallenges of transitioning from traditional career paths to running tech-driven businessesTips for using technology and automation to improve business operations and customer interactionsResources mentioned in this episodeApex Fun Run: https://www.apexfunrun.com/The Outsiders by William N. Thorndike Jr.: https://amzn.to/43ZhmTe About Justin BensonAs the founder and leader of the Bara Agency, Justin is the place where problems come to die. Half nerd and half real estate agent, He’s built teams from the ground up, sold thousands of houses, and created the custom technology, systems, and strategies needed to scale along the way.Connect with JustinWebsite: Bara Agency: https://baraagency.com/Instagram: @justinbenson: https://bit.ly/3Q39TwE CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
You are in for a ride full of knowledge as Jeanette Laine, a serial entrepreneur and the innovative force behind SurgiSTUD, entails her journey from working under a venture capitalist to pioneering a company that offers 3D-printed alternatives to cadavers for surgical training. Listen to discover the challenges and triumphs of bringing a novel product to the medical field, nurturing a growth-oriented team, and articulating SurgiStud's future aims. Don't miss out on valuable insights, and hit play!Key takeaways to listen for The inspiration behind SurgiSTUD and its impact on medical training How past business experiences shape current successProven methods for building a growth-oriented teamA strategic advantage to employee empowermentMajor challenges of rapid company growth and technology adaptationResources mentioned in this episodeHow to Win Friends & Influence People by Dale Carnegie: https://amzn.to/4avlfRYThe 7 Habits of Highly Effective People by Stephen R. Covey: https://amzn.to/43EGA9xThe 4 Disciplines of Execution" by Chris McChesney, Sean Covey, Jim Huling, Scott Thele, and Beverly WalkerGino Wickman: https://amzn.to/3VGIOTFAbout Jeanette LaineJeanette Laine, the founding member and CEO of SurgiSTUD™, brings over 35 years of extensive experience in managing startup complexities. Her expertise spans a range of critical functions, including legal, HR, accounting, and tax, alongside strategic planning for earnings and losses. At the helm of SurgiSTUD since its inception, Jeanette has been instrumental in steering its growth and expansion, significantly impacting its strategic direction and investment strategy. Her commitment to excellence is further underscored by her Lean Six Sigma certification and various leadership and business skill certifications, marking her as a versatile and skilled leader in the business world. Jeanette's multifaceted approach to leadership and deep involvement in all operational aspects have positioned SurgiSTUD as a leading entity in its field.Connect with Jeanette Website: SurgiSTUD: https://surgistud.com/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
In this enlightening episode, we're diving into the world of home remodeling with Jeremy Maher, co-owner of Phoenix Home Remodeling. Discover how Jeremy and his team have leveraged technology, processes, and a keen focus on customer experience to stand out in the competitive home remodeling industry. Learn about the challenges and triumphs of building a business that aims to transform the traditional contractor-client relationship.Key takeaways to listen for The significance of adapting and learning from early business mistakesHow to vet and form a successful partnership with his co-business owners Strategies for managing customer expectations amidst rising construction costsJeremy's personal philosophy on reacting to life's challenges positivelyProtip for new entrepreneurs looking to build their own businesses Resources mentioned in this episodeBuy Back Your Time by Dan Martell: https://amzn.to/4cDgjwqThe E-Myth Revisited by Michael E. Gerber: https://amzn.to/3ocvHvf About Jeremy MaherJeremy is the COO of Phoenix Home Remodeling. He started the company with his brothers, Mark and Ben Chesley, to help homeowners remodel without the common contractor nightmares. Jeremy enjoys writing about topics that help homeowners, such as bathroom remodeling, getting a good kitchen remodel, home remodel timelines, home remodel costs, and other info on general contractors. He also writes about laundry room remodels, entertainment wall remodels, and things to avoid in a home improvement contractor. Jeremy and his team's collective expertise extends beyond practical advice. They delve into the realm of design, offering unique bathroom design advice, kitchen color schemes, and innovative ways to improve your home. Jeremy received a bachelor's degree in Finance from Owen College of Business. He has published two books and likes writing about subjects that help people better their lives and homes.Connect with Jeremy Website: Phoenix Home Remodeling: https://phxhomeremodeling.com/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
If you're intrigued by the future of tech and crypto, Boz Menzalji's insights provide a roadmap for navigating this dynamic landscape. Join us as he shares his entrepreneurial journey from immigrating at a young age to becoming a pioneer in the digital and crypto space. Learn more about crypto strategies, blockchain infrastructure, and the evolving world of digital assets by tuning in!Key takeaways to listen for Boz's introduction to the world of digital assets and blockchain technologyBasic pointers for launching your first tech startupThe pivotal shift to focusing on crypto and decentralized financeExpert advice for those looking to enter the crypto spaceImportance of community and mentorship in business growthResources mentioned in this episodeThe Lean Startup by Eric Ries | https://amzn.to/4abWV82Digital Asset Fund https://www.kingslycapital.com/fund-invest/About Boz MenzaljiBoz Menzalji, a founding partner at Four Moons, brings an extensive professional background with 18.6 years of diverse experience, including roles as Chief Operating Officer, General Manager, and Advisor. With expertise in marketing, leadership, account management, sales, and social media, Boz has demonstrated his ability to drive success and manage teams effectively in various settings. Residing in San Francisco, California, his passion for innovation is evident in his work, particularly in turning ideas into valuable products and services. His career includes impactful contributions to companies like Overclock Labs, Refereum, and Xerox, highlighting his skill in operations management. Known for his curious and entrepreneurial mindset, Boz is committed to continuous learning and growth, always seeking new challenges and opportunities to excel.Connect with Boz Website: Four Moons https://www.fourmoons.xyz/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
If you want to ascertain whether your business is truly thriving, this episode has got you covered! Digital marketing guru Dallas McLaughlin shares his journey from a web development specialist to a pioneer in digital advertising. Gain invaluable insights on navigating digital marketing shifts, capitalizing on opportunities amid the COVID-19 pandemic, and the essential steps and critical indicators to launching a thriving business.Key takeaways to listen for Dallas's transformative journey into digital marketingThe impact of COVID-19 on the marketing industry Major challenges in establishing a new business Key metrics every business owner should keep trackHow to determine customer lifetime value and cost of acquisitionResources mentioned in this episodeFacebook ads: https://bit.ly/3x51jakThe War of Art by Steven Pressfield: https://amzn.to/4alUnUCAbout Dallas McLaughlinDallas McLaughlin is an award-winning business owner, speaker, and podcast host with over 12 years of experience in full-service advertising agencies. His broad exposure spans various industries such as travel, hospitality, e-commerce, retail, finance, and non-profits, working with a range from small startups to large national franchises. Dallas specializes in leading the development and execution of comprehensive digital marketing strategies, significantly contributing to businesses reaching their annual growth objectives.Connect with DallasWebsite: Dallas McLaughlin: https://dallasmclaughlin.com/Podcast: Unconsidered Podcast: https://apple.co/4cnxiSZCONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
Navigate through the tumultuous waters of business challenges to emerge stronger and more focused than ever by diving into our conversation with Sergei Guk. Learn critical insights in overcoming business challenges, the pivotal role of coaching in entrepreneurial growth, and the power of mindset and delegation. Discover how to reignite your passion for business and lay a blueprint for ambitious future endeavors.Key takeaways to listen for Business owners vs. entrepreneurs: How are they different?Reasons why hiring a business coach can make you more successfulHow to implement organizational systems and set big hairy audacious goals (BHAGs)The significance of tactical evaluation in creating a team of A-playersSergei's future plans for Restoration HQ and crossing state linesResources mentioned in this episodeMichael Erath | Next Level Growth: https://bit.ly/4ciXle0 Who Not How by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3wZm2fzGood to Great by James C. Collins: https://amzn.to/43pSKmfThe Four Agreements by Don Miguel Ruiz: https://amzn.to/49XjSf3Who Moved My Cheese? by Spencer Johnson and Kenneth Blanchard: https://amzn.to/3x1HmB9 The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2LgttWhat Got You Here Won't Get You There by Marshall Goldsmith and Mark Reiter: https://amzn.to/48ZKM4rAbout Sergei GukSergei Guk, with over 20 years in the restoration industry and CEO of RestorationHQ, combines hands-on experience with certifications from IICRC, The Asbestos Institute, EPA, and more to lead in disaster recovery services. Recognized by Channel 5 News, Phoenix Business Journal, and others, his company topped the Commercial Restoration Contractor category in Ranking Arizona for 2022 & 2023. Sergei actively shares his expertise, speaking at events for industry groups like AZSHE, IREM, BOMA, IFMA, and MARC Community Resources in Phoenix and Tucson.Connect with Sergei Website: RestorationHQ: https://restorationhq.us/ Facebook: RestorationHQ, LLC: https://www.facebook.com/RestorationHQInstagram: @restorationhq: https://www.instagram.com/restorationhq/LinkedIn: Sergei Guk: https://www.linkedin.com/in/sergeiguk/ | RestorationHQ: https://www.linkedin.com/company/restorationhq/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
Your home is a lifetime investment, so why not build it to last? Dive in as Dean Pardee highlights the potential of using steel over wood to revolutionize how you build strong and sustainable homes. Get insider wisdom on the misconceptions about prefabrication and the challenges of adopting new methods in construction when you tune in!Key takeaways to listen for Steel vs. wood framing: Which is more efficient in construction?Misconceptions on prefab construction and why they aren’t trueWhat are the challenges when adopting new methods of constructionBenefits of using premium materials for residential and commercial spacesAn essential aspect you must nurture in your entrepreneurial journeyResources mentioned in this episode2021 International Building Code by International Code Council: https://amzn.to/3wC5l9ULinkedIn: https://www.linkedin.com/ World Bank: https://www.worldbank.org/ European Bank for Reconstruction and Development (EBRD): https://www.ebrd.com/NTA Fire Testing Lab: https://bitly.ws/3eWi9 War As I Knew It by General George S. Patton, Jr.: https://amzn.to/3P70kfN YouTube: https://www.youtube.com/About Dean Pardee, MBA Dean is a seasoned executive with 25+ years of experience in sales, business development, and operations. He founded, built, and sold two start-ups, managed P&L up to $121M, and led 100+ staff. Known for his tenacity, collaboration, and innovation, Dean drives record profit margins and consults for tech start-ups. He holds a BA from Berkeley and pursued an MBA education at the University of Pennsylvania, Wharton. Passionate about sustainable technologies, veteran affairs, environmental protection, wildlife preservation, guitar, and travel.Connect with Dean LinkedIn: Dean Pardee: https://bitly.ws/3eWpN Website: Fortress Innovations, Inc.- "Build Better”: http://www.fortressinnov.com/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
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