If you’re like most entrepreneurs, you work really hard. You probably have days where you look back and think, “What did I even work on?” But it’s not just about how hard you work. Learn what's most important for owners in this episode of Club Capital: The Bottom Line
Since 1997, David took a 5 minute presentation on taxable and tax free income and turned it into a 25 year career. He talks about the 6 different streams of tax free income you can get in retirement. These include Roth IRA & Roth 401k, LIRP, tax conversions. You will learn the 6 different types of tax free income, what David recommends, and how inflation and recession impact your investments. David famously teaches How to Get To The Zero Percent Tax Bracket by Retirement. David also referenc...
How many binders full of business info and strategies do you have on a shelf? What about notes on your phone? Ideas are truly everywhere these days, they’ve almost become worthless. However, what you implement is what makes all the difference. Learn more about Club Capital and its services for insurance agencies when you visit www.club.capital
In this week’s podcast episode, Bradley sits down with Erik Weir to discuss limiting beliefs around money, setting goals, fear of failure, and how to be steadfast in your vision while flexible in your mission. He has worked directly with families on the Forbes 500 list as well as global brands, and he shared a lot of great advice with our listeners today. One of the number one things Erik shared was to not only have a vision, but to “put it out there.” He emphasized that the universe (or whateve...
Learn what you can learn from Paul McCartney about business! No matter what it is you want, use that goal as a motivator for your business and trajectory. Here's how Bradley suggests you do this for yourself.
This week on the Leadership Podcast, Patrick Cootes joined Bradley to discuss how informal learning can transform your team. Patrick is a learning expert with nearly 20 years of experience in the public sector. He’s a Co-Founder & Head of Product at Mindstone Learning, a company empowering people and companies globally to learn faster and remember more. They discussed how to create a “doing” culture, rather than a culture that stops at learning. He has found that, while it has become standar...
Wondering how to set inspiring and attainable goals for your business? In this episode, Bradley is sharing how to set goals for Quarter 3 to increase revenue while engaging your team. He discusses methods of gaining new customers, increasing the dollars spent by a customer, and retaining your customers for longer. More importantly, he shows you how to have team buy in on both the goals and methods for reaching those goals. Ready to start Q3 strong (or kick off new goals any time of the year)? Li...
This week on the Leadership Podcast, Thomas Ntuk returns to join Bradley as they discuss key strategies for growing your insurance agency and any other business. Thomas has numerous career highlights and accomplishments, and is sharing some of his tips with you today! They discussed the importance of investing in yourself. Thomas shared that owners need to prioritize their own development first. He also shared his new definition of “HIPA” aka High Income Producing Activities. Finally, he emphasi...
If you feel like you're piloting your business based on anything BUT your numbers, you could be headed straight for a storm! In this solo episode with Bradley, he shares a quick, actionable strategy for identifying and tracking the most important numbers in your business.
This week on the leadership podcast, Tom Hegna joined Bradley to discuss optimal retirement solutions. They covered topics in investing, insurance sales, and retirement portfolios. Tom shared the differences between optimal and best, defined fake fiduciaries, why he recommends annuities in your portfolio, and shared his changed opinions around cryptocurrency. They also talked about why advisors should reach out to their clients even with a declining market. Tom also noted that salespeople should...
Today on the leadership podcast, Colleen Francis joins Bradley to discuss sales in and out of the insurance industry. Colleen is driven by a passion for sales – and results. A successful sales leader for over 20 years, she understands the challenges of selling in today’s market. Clients note her frank, no-nonsense approach to solving problems and addressing opportunities – an approach that delivers sales results. In this episode, they discussed the importance of salespeople receiving coaching, t...
Wondering what the #1 reason is for salespeople to fail? You’ll find out in this episode! This week on the leadership podcast, Jeffrey Gitomer, co-host of the Sell or Die podcast, joins Bradley to discuss sales. Jeffrey is known as “the King of Sales,” having authored many #1 best-selling books on sales, providing over 40 corporate presentations each YEAR, leading “The Insiders Club” for highly motivated and successful salespeople, and offering powerful free resources to empower salespeople. In ...
Today on the leadership podcast, Jonathan Milligan joins Bradley to talk about sharing your message and selling your offer. Jonathan is the author of Your Message Matters: How to Rise Above the Noise and Get Paid for What You Know. Jonathan shared his 3 P’s for Thought Leaders and Industry Experts who want to share their message. They are Purpose, Passion, and People. You should believe in the purpose of your message, be passionate about the results you offer, and know who you’re marketing to. H...
This week on the leadership podcast, Bradley sits down with return guest Craig Wiggins. They discussed changes in business operations, marketing, and hiring in a post pandemic landscape. Craig shared his thoughts around what changed in business since the last time he was on the podcast. Craig Wiggins started his insurance agency in 1996 with 0 customers and 0 clients… Today he has built one of the largest agencies in the country with 4 locations in 2 states and over $40,000,000 in annual premium...
Today on the Leadership Podcast, Bradley sits down with Cole Cubelic. Cole is a former Auburn University offensive lineman and captain, joined ESPN in 2011 as an analyst covering the SEC and Sun Belt Conference football games. He works at AL.com as a sports analyst, providing analysis and film room explanations of key battles on the offensive and defensive lines. He co-hosts Mcelroy and Cubelic In The Morning on WJOX 94.5 FM. He has worked as an analyst on SEC Network and ESPN3 telecasts, and ha...
This week on the leadership podcast, Bradley interviews Chris Ronzio. Chris is the founder and CEO of Trainual , a leading SaaS platform that transforms the way small businesses onboard, train and scale their teams. They discuss the 4 P’s of team building, including Profile, People, Policies, and Processes. Chris emphasized the importance of assessing people in this order to find the best team members. He shared how understanding who was completing a task (Profile & People) was more importan...
In this episode, Bradley interviews Atul Minocha. He is a partner at Chief Outsiders, a national marketing consulting firm that helps CEOs accelerate growth. His recent book, Lies, Damned Lies, and Marketing was named Forbes' #1 book to read for entrepreneurial success and is an Amazon best-seller. He's sharing his top advice for CEOs and owners! With experience in startups and Fortune 500 companies like Honeywell, Kodak, and Toyota, Atul works in a wide range of industries, from automotive and ...
How many of you have given away a pen with your logo on it? You’ve definitely gotten one from a business before! Today’s guest challenges the idea of swag in favor of gifts. John Ruhlin, author of Gift·ology, joins Bradley to discuss how to develop client relationships based on likeability and trust. While becoming the #1 performer out of 1.5 million sales reps for one of the world’s most recognizable brands, John developed a system of using generosity to gain access to elite clients and generat...
Today on the leadership podcast, Bradley sits down with Andrew Bartlow, an expert in Human Resources and Talent Management. Andrew leads Series B Consulting , which helps businesses to articulate their people strategy and accelerate their growth, while navigating rapid change. He also founded the People Leader Accelerator, which is the preeminent development program for startup HR leaders. He’s worked with clients like Masterclass and many others to help them overcome obstacles in a hyper growth...
This week on the Leadership Podcast, Bradley interviews Dave "Mr. Accountability" Anderson. He is a leading international speaker and author on personal and corporate performance improvement. After an extensive career in the automotive retail business Dave, along with his wife Rhonda, began LearnToLead - entering its third decade - with the goal to help individuals and organizations reach their personal and corporate potential. The author of 15 books, most recently Intentional Mindset: Developin...
In this episode, Bradley talks with Michael King about leadership, developing strong teams, review processes, and more. Michael has close to twenty years of hands-on experience, leading teams, and organizations. In the past five years, he worked with a wide range of clients, from solo entrepreneurs to top company executives. Michael shared his philosophy that “The best stories are the best teams.” By this, he means that the organization that can articulate the best story will also have the best ...
Bradley sits down with Ned Hallowell to discuss the impact of neurodiversity, specifically ADHD, on business owners. Dr. Hallowell is a New York Times bestselling author and has written 20 books on multiple psychological topics. The groundbreaking Distraction series, which began with Driven to Distraction , co-authored with Dr. John Ratey in 1994, sparked a revolution in understanding of ADHD. In this episode, they discuss unexplained underperformance, constant “if only” thoughts, and inability ...
Today on the Leadership Podcast, Bradley and David discuss how to turn fans into customers AND customers into fans. The simple method? Share what you’re passionate about! David Meerman Scott spotted the real-time marketing revolution in its infancy and has written 12 books about it including The New Rules of Marketing and PR, with more than 500,000 copies sold in English and available in 29 languages from Albanian to Vietnamese. Now David says the pendulum has swung too far in the direction of s...
Today on the Leadership Podcast, Bradley interviews Mike Malatesta. Mike is the host of his own podcast, “How’d It Happen,” author of “Owner Shift: How Getting Selfish Got Me Unstuck,” and coach to entrepreneurs. They discussed the importance of business and personal goals as well as how to get “unstuck” on the way to those goals. Mike shared that when you’re in the valley of uncertainty, you need self awareness of where you are. Because courage is intermittent when you’re in that “valley,” the ...
Today on the Leadership Podcast, Bradley sits down with Colonel Jeff McCausland, PhD and Colonel Tom Vossler. They are bringing strategies used to win famous military battles to business owners. They share: “There is little doubt that our nation is in crisis. Given the ongoing pandemic, political/social divisions, and enormous economic challenges, I know you’ll agree with two concerns—one, that emphasis on leading during a crisis is definitely needed, and two, we need great leaders now more than...
Waking up in a cold sweat at 3AM in the spring of 2019, Jeff knew he was done with corporate life. The startup he moved his family cross-country for was broken beyond repair. Great concept, handful of happy clients, but zero marketing presence to get to that next level. After advocating for a strategic marketing approach that the President liked and the COO didn’t, things stagnated. Rather than do nothing, Jeff handed in his resignation. Today, what they rejected is what Jeff helps his clients w...
Today on the Leadership Podcast, Bradley sits down with Erik Qualman to discuss problem solving, work-life harmony, and his new book The Focus Project. A 5x Bestselling Author and Keynote Speaker, Erik has performed in over 55 countries and reached 50 million people. He was voted the 2nd Most Likeable Author in the World behind Harry Potter's J.K. Rowling. He is the host of the popular Super U Podcast and his work has been used by the National Guard to NBCUniversal to NASA. Erik’s “Three Piece” ...
This week on the Leadership Podcast, Bradley sits down with Jay Steinfeld. Jay is the founder and former CEO of Blinds.com, the world’s largest online window coverings retailer, acquired by The Home Depot in 2014. A firm believer that one should not retire but “rewire,” Jay now lectures and serves as Entrepreneur-in-Residence at Rice University’s Jesse H. Jones Graduate School of Business, serves on the Advisory Council at The University of Texas’s Herb Kelleher Entrepreneurship Center, and is t...
Theresa’s passion is helping great leaders build high performing teams. She has learned that the greatest challenge all business owners and team leaders face is the “people stuff”; she has dedicated her work to helping her clients take the mystery out of their people problems and put new strategies in place to become better leaders. Her #1 goal is to help her clients achieve their goals with more ease and create more joy in their career. Theresa Callahan is an Executive Leadership & Career C...
On this week’s episode, Bradley sits down with Liz Kislik to discuss developing stronger leaders in your business. If you want to transform the way you do business, Liz —Harvard Business Review and Forbes contributor, management consultant, executive coach—can help whether you’re part of a family-run business, national non-profit, or Fortune 500 company. They first discussed change initiatives and organizations. This includes the importance of pre-mortum and after action review. Liz defines a Pr...
