legacy planning

Overview

On this episode of Business Insanity Talk Radio, we first talk about an unpleasant but necessary topic: death. We’ll show you a system that helps you organize your wishes and information in case of incapacitation or death so your loved ones have a roadmap in their time of need. Then, when I was a sales rep for a small startup in the 1990s, cold calling was how you did it. We’ll let you know if this method of prospecting is dead and what you should maybe be doing instead. Plus, we’ll talk about how to recognize when it’s time to pivot your business or stick it out. Finally, we’ll show you alternate funding sources for small business if you need money and can’t borrow from the bank.

Listen

 

Segment 1: Carol Roth is the creator of the Future File® legacy planning system, “recovering” investment banker, billion-dollar dealmaker, investor, entrepreneur, business advisor, national media personality and author of the New York Times bestselling book, The Entrepreneur Equation. She counts among her “accomplishments” having an action figure made in her own likeness, getting a standing ovation from Richard Branson and having the NFL follow her on Twitter.

1:45 – How Carol’s experience helped her come up with the idea for Future File.

4:15 – The importance of providing a roadmap for your loved ones in case of your incapacitation of death.

7:30 – What does Future File include?

8:45 – What is it like for the person filing out their Future File?

Segment 2: Ryan O’Donnell is Co-Founder/CEO of two leading tech platforms used by thousands of companies, both large and small, for generating a consistent sales pipeline. SellHack is a Chrome browser extension used to build targeted prospect lists and Replyify automatically sends out your cold email campaigns so you’ll never forget to follow-up again. After a quick stint on Wall St. where he cut his teeth making 500 calls a day as a broker, Ryan saw the opportunity in technology and has been building Internet businesses for the last 10 years.

16:00 – Is cold calling dead?

17:00 – Social selling and cold e-mailing, and how they work together with cold calling to land new business.

19:00 – How SellHack helps you build targeted prospect lists and Replyify helps you with cold email campaigns

21:30 – Taking the discomfort and forgetfulness out of the equation.

Segment 3: Pablo Fuentes is the CEO and Founder of Proven, a leading small business hiring tool. He was honored as a Champion of Change and has been invited to speak at the White House about Proven and mentoring minority and women entrepreneurs.

31:15 – How do you know when to pivot the business or have resilience to stick it out?

33:00 – The signs that it’s time to pivot your business.

34:15 – Why you HAVE to be comfortable with change as a small business owner.

Segment 4: Barry Moltz shares how to get your business unstuck.

40:30 – Do any of these sound familiar?

41:15 – How to take your business to the next level.

42:45 – What’s in the Unstuck course?

46:00 – Special offer code.

To learn more visit, www.barrymoltz.com/unstuck

Segment 5: Adam Stettner is the founder and CEO of Reliant Funding, a financial services company dedicated to helping American small businesses. Under Adam’s leadership, Reliant Funding has been recognized on the Inc 500 | 5000 list of Fastest Growing Private Companies in America for five consecutive years.

49:30 – Where small businesses can go if they can’t get money through traditional funding sources.

50:15 – How to find alternative funding sources.

50:45 – How does Reliant Funding work?

Sponsored by Nextiva and Kabbage.