Leslie Smith is the Managing Director of Silver Hill Funding, a small-balance commercial real estate lender that focuses on serving the needs of small businesses that may not meet the traditional borrowing requirements of banks. Leslie explains how her services differ from that of banks, who her ideal clients are, and why she takes on loans that banks usually aren’t interested in providing. Leslie also shares more about how she reaches the people who need her loans.
Dennis Lewis is a Digital Storyteller, Blockchain Marketing Specialist, and the author of Behold the Cryptopreneurs. Dennis sheds light on the technology underlying blockchain and distributed ledgers, the distinction between banks and cryptocurrencies, and the implications of what blockchain can do for businesses and entrepreneurs. He shares some examples of how blockchain could revolutionize various industries and the different applications of this new means of storing and moving value.
Charles Alexander founded his company creating animated explainer videos for busy professionals such as financial advisors, insurance agents, and business service providers. His 90-second videos help his clients stand out from others, build the know-like-and-trust factor with their audience, and close customers. He shares more why video is such a critical element of marketing for businesses these days, his unique process for creating, producing and delivering videos.
Brian Bradley is the Founder and CEO of Bradley Legal Corp and an attorney in the area of asset protection. Asset protection is something that everyone should be taking into consideration — if you have assets, they need protection to safeguard them from potentially disastrous future situations. Brian explains some of the ways he helps his clients protect their assets, through exemption trusts and asset protection trusts.
Dan Kryzanowski is the Executive Vice President of Marketing and Business Development at Rocket Dollar Inc., a company that focuses on self-directed investing. Founded in 2018 with the objective of making it safe, simple, and fast for people to take control of their retirement savings. Dan explains the variety of investment options available to their clients and how to make the best use of their Solo 401(k) and self-directed IRAs. Tune in to find out more.
Bill Bice is the CEO of boomtime, which focuses on Word of Mouth Marketing and getting clients referrals through building an audience and helping people stay top-of-mind. Bill explains why marketing isn’t really about good brand images or fancy logos — it’s really all about collecting, analyzing and using data to understand the customer journey and filling in the gaps.
Ed Lyon makes another appearance on the podcast to talk about something that’s going to revolutionize the financial services industry — the Fractional Home Office. By bringing together all the related financial services and putting them all under one roof, Fractional Home Office will reduce the amount of taxes people pay, and change the way they approach their finances.
Kris Benson is the Chief Investment Officer and Partner in Reliant Investments, a commercial self-storage operator that focuses on buying and managing self-storage facilities. Kris’s background is in sales, but after realizing it was not sustainable for the kind of lifestyle he wanted, he took a leap of faith to start investing in public storage. He explains some of the key considerations for investors looking to enter this space, and some of the trends in the real estate market to look out for.
Brett Swarts is the CEO of Capital Gains Tax Solutions. He has developed a rock-solid tax strategy when it comes to capital gains and he focuses on helping people solve their capital gains challenges when they try to sell their highly appreciated real estate. Brett explains more about the tax laws in place and the strategies he and his team have developed to leverage them for the best results.
Matt Pearson was involved in Christian ministry for 20 years as the Executive Director of a Christian nonprofit till 2004 when he began a business coaching practice. In his business, he connected with Ed Lyon, and in this episode, he joins John to talk about the Fractional Family Office, Financial Gravity’s latest venture that will be launching soon. Matt shares more about why he was inspired to get on board with the Fractional Family Office so quickly.