Tend to your nest egg like an orchard instead of treating it like an ATM. Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, Eric is the host of the Do...
Feb 02, 2021•1 hr 6 min•Season 1Ep. 117
You don’t have to build from the ground up to own a successful business. Carl Allen is a world-class entrepreneur, investor and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector. Carl founded Dealmaker Wealth Society (formerly Ninja Acquisitions) because he wanted to use his highly specialized skill set to h...
Jan 26, 2021•52 min•Season 1Ep. 116
There’s a lot of nuance to it! Klint Rudolph is a partner and Search Engine Strategist at The Xcite Group, a Google certified full service digital marketing agency based in Denver, Colorado. In an industry that is constantly evolving, Xcite tries to stay on the front end of this evolution and keep their clients not only ahead of their competitors but also ahead of the consumers. Xcite takes a holistic look at all available data and pays close attention to consumer behaviors in today’s multi devi...
Jan 19, 2021•1 hr 15 min•Season 1Ep. 115
You’ve got to know how to communicate! Julie Holunga is a speaker and leadership trainer. She helps leaders to build the communication skills they were never taught in school. Recently, Julie gave her first TEDx Talk, “Don’t Let Your Words Sabotage Your Career” (TEDxCherryCreekWomen). She has the distinction of being one of 30 global master trainers with Emergenetics. Since she started her own leadership practice a decade ago, she has helped over 3,000 professionals to communicate more effective...
Jan 12, 2021•33 min•Season 1Ep. 111
Paying to do it right is better than paying to get it all fixed. Juan Montes is the owner and operator of TheTaxProblem.com . Juan has a B.S. in accountancy, a law degree, he is a licensed Enrolled Agent, he is an NTPI (National Tax Practice Institute) Fellow, and has 14 years' experience as a tax professional. Juan has been quoted numerous times in the San Francisco Chronicle and U.S. News & World Report and has saved clients millions of dollars. He has successfully defended audits before t...
Jan 05, 2021•33 min•Season 1Ep. 111
The events of this year have taught us all some valuable lessons, pushed us all to adapt, and shown us how resilient we can be. As we wrap up this truly wild year, we wanted to take a look back on some clips that might help you prepare for 2021. The podcast has grown so much this year, and we’re looking forward to the opportunities that this next year will bring. Wishing you an abundantly joyful and safe holiday season, The Abundant Beans Team Thank you for listening! Please like and subscribe h...
Dec 22, 2020•10 min•Season 1Ep. 110
Money does not equate to wealth! Damion Lupo is a best selling author of more than 11 books in personal finance and money thinking, host of the Financial Underdogs Podcast, owner of over 50 companies, and founder of his own martial art - Yokido®. In Damion’s newest book, Unicornomics, he lays out the essential pieces required for any budding Unicorn, whether the entrepreneur wants to create a million-dollar or a billion-dollar business. Today we talk about what makes us wealthy, making smart inv...
Dec 15, 2020•33 min•Season 1Ep. 111
It’s time to get serious about marketing in 2021 If COVID has not made it clear yet, you NEED to better understand, and find a way to implement a powerful digital and marketing advertising campaign in 2021. I know you have many questions, how do I tell my message? What should the budget be? How do I even run a digital ad? Naira Perez, Founder of SpringHill Digital is here to help. With over 20 years in the industry, she has worked with the smallest of small businesses as well as fortune 500 comp...
Dec 08, 2020•33 min•Season 1Ep. 111
Your growth needs to be sustainable! Justin Feldman is the CFO of Accounting Client Accelerator (ACA), a marketing and sales strategy consulting group for accounting professionals. Justin has spent the last few years helping accountants in different countries grow and scale their accounting practices. As a chartered accountant and having spent many years working in the finance industry, he has experienced firsthand the pain of dealing with poor quality, slow paying clients. It was those frustrat...
Dec 01, 2020•56 min•Season 1Ep. 110
We are thankful for YOU! With the incredible highs and heartbreaking lows we have experienced this year, we could all benefit from a moment of gratitude. The Abundant Beans Team would like to express how truly grateful we are to our phenomenal audience for all of the support you’ve given us. We’d like to thank our incredibly talented guests for all of the insight and knowledge they’ve shared. To everyone in the Abundant Beans community, we appreciate you! Have a safe and healthy Thanksgiving! Th...
Nov 24, 2020•41 min•Season 1Ep. 109
We don’t have time to dream small, so let’s just change the world! Meeting your client and patient where they are is not only how you better provide for their needs, it is how you grow your business. The Internet, COVID, and a whole host of other events throughout history have challenged us to do better, and I am happy to report that I see my Vetmed clients adapting quite well. Enter Alyssa Mages, the Chief Visionary Officer (CVO) of Empowering Veterinary Teams (EVT). She’s been in the veterinar...
Nov 17, 2020•41 min•Season 1Ep. 108
Explore what your options are and then go for it! Dr. Kathleen Cooney has been practicing advanced end-of-life care in northern Colroado since 2006. She is Founder of the Companion Animal Euthanasia Training Academy (CAETA), Guardian Pet Aquamation and Cooney Animal Hospice Consulting. When clients and professionals want solid, honest advice, they turn to Dr. Cooney. Thank you for listening! Please like and subscribe here and on your podcast app of choice. Also, share freely!...
Nov 10, 2020•1 hr•Season 1Ep. 107
Get your GEARS going! Today we are welcoming back Travis Baird! Travis is a mindful business coach, speaker, and the founder of Mindful Productive. At Mindful Productive, he helps professionals gain the clarity, confidence, and control they need to avoid burnout. This January, Travis and his wife, Megan, co-founded Visualized Copy where they specialize in email copywriting for coaches and course creators. On top of all of that, Travis is the mastermind behind some of the biggest and best tools t...
Nov 03, 2020•1 hr•Season 1Ep. 106
LinkedIn is the NOW in B2B Anthony Blatner is the Chief Advertising Officer of Modern Media, a company whose focus is to get their clients talking to the decision-makers that they need to sell their products. Enter, LinkedIn, one of the fastest-growing social media websites that also happens to have one of the most highly targetable sales products in the history of the world, Sales Navigator. Anthony is here to give us a walkthrough on the mechanics of how it all works, provide suggestions on ho...
Oct 27, 2020•1 hr•Season 1Ep. 105
Lean out and level up! Crista Grasso is a serial entrepreneur, international lean business consultant, coach, and accessory brand owner. As the creator of both the Lean Out Method and the 90 Day Lean Out Planner, Crista has been helping businesses achieve accelerated results and increased profitability for two decades. Known as the "Business Optimizer", Crista has the ability to quickly cut through the noise and focus on optimizing the core things that will make the biggest impact to grow and sc...
Oct 20, 2020•1 hr•Season 1Ep. 104
The first step is to decide to do something. Veronica Sagastume is a business strategist, CFO consultant, and the owner of BizFit Coaching, Inc. Veronica is an all-around powerhouse with a passion for helping Corporate Accounting Professionals start, run, and grow their own profitable consulting businesses. She encourages people to take inventory of their skills, experience, knowledge, and passions to decide what kind of consultant they could be. She truly loves coaching people through the whole...
Oct 13, 2020•1 hr•Season 1Ep. 103
What is financial fitness? Tracey Bissett is on a mission to redefine the world's economic future by increasing the financial literacy of entrepreneurs, also known as financial fitness. With over 20 years of experience in the financial services industry, Tracey can help entrepreneurs across all industries, both on and offline. As the founder, President, and Chief Financial Fitness Trainer at Bissett Financial Fitness Inc., Tracey helps her clients understand and improve their level of financial ...
Oct 06, 2020•1 hr•Season 1Ep. 102
Your patience will pay off! Jarod Spiewak is the founder and lead strategist of Blue Dog Media, a boutique marketing agency that helps service-based businesses (mainly law firms) acquire more clients through Search Engine Marketing. The goal of Blue Dog Media is simple: to make clients more money as quickly and efficiently as possible. Today we discuss strategic growth, playing the long game with marketing, the importance of tracking and analytics, and the mysteries of Google’s algorithms. Thank...
Sep 29, 2020•1 hr•Season 1Ep. 101
100 episodes and not slowing down any time soon! In 2018, Jamie had an idea for a podcast: talking to entrepreneurs and business owners about their experiences. She loves listening to people discuss their obstacles and successes, learning what drives them, and hearing any advice or inspirational tidbit that they have to offer. She was already having these conversations and knew how valuable they could be, and she wanted to share them with other entrepreneurs and business owners. What better way ...
Sep 22, 2020•58 min•Season 1Ep. 100
You don’t need to be an expert, but you do need to make informed decisions. Today our guest is Derick Van Ness. Derick is the founder and wealth strategist at Big Life Financial. Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their biggest life. Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, dou...
Sep 15, 2020•58 min•Season 1Ep. 99
Owning a franchise doesn’t have to be complicated! Lance Graulich is the founder & CEO of ION Franchising, an industry leading franchise consulting and development group, that represents over 500 franchise brands & business opportunities within 90 categories. Lance helps prospective entrepreneurs find their perfect franchise for free. He also assists independent business owners in creating a franchise system. As a business start-up expert with more than 25 years of experience, he has ser...
Sep 08, 2020•58 min•Season 1Ep. 98
Leadership development is the most important purpose of your business. Peter Montoya is a leadership strategist, keynote speaker, entrepreneur, and best-selling author. Peter knows how to inspire people by tapping into their unique purposes. He’s a truly fascinating and multi-faceted guy, with decades f experience in speaking to audiences about his business knowledge, inspirational journey, and human behavioral insight. Peter believes one of the biggest steps you can take to hone your leadership...
Sep 01, 2020•58 min•Season 1Ep. 97
What sets you apart will help you stand out! Chris Tabish is the co-founder of Venture West Consulting in Silicon Valley whose mission is to help organizations create meaningful strategies and bring them to reality. He is also an active stand up comedian and the author of the book Comediology. Comediology is all about how to be more effective and fulfilled in business by using comedy. Chris found his way into the stand-up comedy community back in 2010 out of desperation to bring more joy into hi...
Aug 25, 2020•35 sec•Season 1Ep. 96
You’ve got to show up! Angela Henderson is an author, entrepreneur, small business consultant, speaker, blogger, mother, and mental health clinician of over 15 years. As a business coach, Angela uses her entrepreneurial knowledge and experience to help other women in business. She believes the key to a successful business is overcoming inner challenges and roadblocks to improve external results. Thank you for listening! Please like and subscribe here and on your podcast app of choice. Also, shar...
Aug 18, 2020•35 sec•Season 1Ep. 96
It is about creating value for others. Let’s cut straight to it. We know that content is King/Queen, and we all know that we need to be producing it. We get lost with all of the details though right? Where does it go? Who are we talking to? What do they even care to hear? etc, etc. Kelly Glover helps us cut through all of that, and provides an understanding of why each individual piece of content is helpful, and how all of the pieces of content come together to help propel you forward....
Aug 11, 2020•30 sec•Season 1Ep. 95
Branding is Simply, Your Reputation Today, we are bombarded with different advice, techniques, and masterclasses on how to build your sales, marketing, and branding efforts. Susan Meier helps cut through the noise on branding and provides a definition that is easy to understand. Branding is just another word for Reputation. It is amazing really when you think of a well-established brand, you think of personality traits that you associate with that brand. So the question then becomes, what person...
Aug 04, 2020•45 min•Season 1Ep. 94
What are the keys to successful marketing? Today we’re talking to Bill Bice, a lifelong entrepreneur and programmer. He started his first business at 14, organizing road races with corporate sponsers. At 18, he started ProLaw Software, the first integrated ERP for law firms. Bill is now the CEO of boomtime and a founding partner in Verge Fund. Verge Fund invests in high tech, high growth companies in the Southwest. Through building and investing in companies, Bill learned that one of the most di...
Jul 28, 2020•45 min•Season 1Ep. 93
You don’t have to figure it out by yourself. Dr. Meredith Jones is an emergency veterinarian and financial coach in the Richmond, Virginia area. Dr. Jones is also a co-founder of Veterinary Financial Summit, a financial conference and online community for veterinary professionals. She found that there was a lot of talk about the financial issues within the veterinary community, but there wasn’t a lot of vet-to-vet communication about these problems. She created the Debt-Free Vets Facebook group ...
Jul 21, 2020•45 min•Season 1Ep. 92
Can you cultivate resilience? Josh Vaisman is back! Josh is a positive psychology practitioner and co-founder of Flourish Veterinary Consulting. He believes that all veterinary professionals deserve to feel fulfilled by their work each and every day. Additionally, he believes that people are inherently resilient and we can function much better if we acknowledge the less than ideal situation, embrace the suck, and look for what we can control by asking ourselves, “What else is here?” Josh knows t...
Jul 14, 2020•45 min•Season 1Ep. 91
Start with your “why” and build from there. Stith Keiser is the CEO for Blue Heron Consulting, where his team of consultants works with veterinary practices owners to improve their lives and the lives of their team members while simultaneously enhancing client experience, building sustainable practice profitability, and elevating the quality of care for pets. Stith loves helping veterinarians and practice owners figure out what is most important to them and how they can achieve their goals while...
Jul 07, 2020•45 min•Season 1Ep. 90
