Featured Podcast Guest
Here’s the bottom line:
I believe that with the right kind of planning, you have the opportunity to have the kind of financial life that you want for yourself. I believe that financial planning is not just about saving so you could live the life you want to when you are 85. I believe in living and spending today, while also saving and living for tomorrow.
As a Certified Financial Planner™ professional, there are 3 main things that I do:
- Financial Life Planning – It’s not just about return on investment. It’s about Return on Life. Financial Life Planning is about merging your money with your life. You got this!
- Investment Management – A custom portfolio built for you from scratch. Based on your objectives and risk tolerance. It’s a system. And I love using it.
- CFO For Your Business – Your business money. It’s the money that funds your personal goals. Let’s dig into the numbers, and be proactive.
Justin Krane, a CERTIFIED FINANCIAL PLANNER (TM) professional, is the founder of Krane Financial Solutions. Known for his savvy, holistic approach to financial planning, he advises his clients on how to unite their money with their lives and businesses.
Using a unique system developed from his studies of financial psychology, Justin partners with entrepreneurs to identify, clarify and meet goals for increasing their business revenue. He works with entrepreneurs to create a bigger vision for their business with education and financial modeling.
He holds a Bachelor of Arts degree in Finance from University of Colorado, Boulder, graduating in 1994. Prior to founding Krane Financial Solutions, Justin was a Vice President, Investments, and Sales Manager at UBS Financial Services Inc., for 12 years, in Beverly Hills, California.
Justin received his Certified Investment Management AnalystSM (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania.
He is married and lives with his wife and three children in Calabasas, California. Justin is an accomplished athlete and was a former junior ranked tennis player in Los Angeles. He loves to cook, travel, speak Italian, and spend time with his family.
Founded in 2007 and headquartered in Waltham, Massachusetts, Keyword Connects is a pay-for-performance marketing firm that specializes in providing qualified, exclusive leads to its home improvement company clients.
Our in-house professionals work in teams, focused primarily in the areas of paid search, ad copy and landing page design, technology and client care.
We serve more than 400 clients nationwide and boast a lead to in-home appointment rate of more than 70% (the best in the business). Since our launch, we have delivered leads to our clients that have resulted in more than $2 billion in home improvement sales.
We are proud to be a member of the ever-growing EverCommerce family of companies which includes GuildQuality, improveit 360 and MarketSharp.
Pete Sena is a design-led entrepreneur who possesses a rare combination of high creative IQ, technology expertise and business acumen. He has built a successful enterprise by mixing tried and true corporate strategies and philosophies with unconventional thinking, weaving together ideas from different disciplines to communicate with business partners on a human level. Pete is a proponent of the power of metaphor and can find inspiration from unlikely sources (even nature). Pete co-founded and currently leads the global innovation and design experience company, Digital Surgeons, on the principle of translating design thinking into action. He has authored dozens articles on number topics including digital disruption, data integration and recent cloud/CRM company mergers. Pete enjoys serving as a mentor and facilitator, with regular speaking engagements at INC 5000 companies, Ivy League Universities and Fortune 500 corporations.
@petesena (twitter), @digitalsurgeons (instagram), https://www.linkedin.com/in/petersena/
We Design Demand.™
We work with ambitious brands and businesses who understand that investing in design, brand experience, and growth-centric digital marketing truly have the ability to grow and shape their organization – the ones who aren’t just willing to make a change, but are ready to start embracing the future.
I’m Pete Sena, founder and CEO of Digital Surgeons. We’re a global innovation and experience design company that accelerates business growth through experience design, creative marketing, and digital business model innovation.
Put simply; we design demand and engineer growth for brands through digital experiences.
A bit about me: I’m an entrepreneur in every sense. Equal parts scrappy, gritty, and antifragile. I’ve been told I have a sixth sense for predicting (and, in turn, preparing for) abrupt shifts in the digital climate, which I like to think makes me the Oracle from The Matrix, because you could also say I’m a nerd. In fact, before Lynda.com and high-speed internet, I taught myself to code by referencing programming books (by hand) in the corner of a Barnes and Noble, because that was the type of education I could afford.
Like I said, I’m scrappy.
I’ve been known to remix tried and true strategies with unconventional thinking, splicing together ideas from different worlds, cultures, and sectors to create a mashup that connects people on a human level. That’s how Digital Surgeons was created.
Together, we believe organizations who are willing to invest in curiosity and digital innovation, and are open to evolving their strategy, will stay relevant and drive more demand for their products and services. We exist to connect, create, disrupt and inspire, helping those organizations drive the engagement and results others envy. It’s why I wake up in the morning.
So, let’s talk about why you wake up in the morning. Let’s talk about how I can emcee a co-creation workshop for you where I’ll cut through the tunnel vision in order to surface unforseen threats. Let’s talk about how I might help you and your team discover the creative approaches necessary to future-proof your organization.
WHO IS DAMION?
American Sensei. Yokido Founder. 5th Degree Black Belt.
Financial Mentor to Transformation Nation.
Best selling author in personal finance. Rewriting the rules and plan for retirement.
To Free 1 Million from Financial Bondage.
A new 1% in America. I believe you have a right to live free from the financial shackles of uncertainty and bondage that trap most of society by a system of corruption, cronyism and mass marketing lies by the financial institutions who get richer while their customer gets poorer. I believe it is time for honesty, empowered main street, and freedom from the system that feeds on the population. It's time to choose. It's time to be FREE.
I believe every human has a life of freedom and joy awaiting once it breaks free from the confusion and chaos of financial illiteracy. By studying and applying my teachings and by answering the questions I ask that tap the inner guru inside every man and woman, we have the chance to tap into the space where all answers lie.
To inspire and empower every willing soul towards financial freedom and abundance through lessons, insights gained from 20 years of martial arts study, trench warfare and financial training wealth creation.
My love for and belief in you, my student combined with your desire to transform will create the confidence you need to live, to be Free.
FROM VICTIM TO VICTOR
My work and philosophy is designed for the person ready to take action and to be accountable to a 10X vision. I believe in you and know you can create a rich life by DESIGN instead of a poor life by DEFAULT.
Are you ready to take responsibility for everything?
Wealth is a choice. My life is dedicated to guiding you to Financial Freedom - Financial Reinvention.
Your time is now. Are you ready?
Registered Corporate Coach™ RCC™ | Certified Canfield Trainer in The Success Principles
As a performance coach and trainer, I work with businesses, professionals, and organizations to increase sales, improve performance, and generate higher profits through efficiency and empowered teams.
Contractor Consulting That Will Provide Results
For years, Certified Contractors Network (CCN) has proven to be the highest quality, most effective, contractor consulting available to both small and large contractors.
Contractor failure, or dissatisfaction with the performance of the business, is at an all time high. In addition, the highly fragmented construction industry is starting to consolidate. The combination of these two factors creates an opportunity for CCN, contractor members, and investors.
“The biggest failing of contractors is that they get so busy running their businesses that they don’t have the time to train themselves, their sub contractors, or employees. They often become prisoners of their business.”
If you are a contractor, you will find that CCN addresses both the training gap and industry consolidation.
To enhance the professionalism, performance and perception of the construction industry. We promote ethics, education, leadership and innovation, so that the construction industry and the community achieve mutual benefit. All members are held to a Code of Ethics and aim to deliver 100% client satisfaction.
The Mission of CCN is to make its independent contractor members more successful and profitable, while assisting them to provide better and more professional services and products for their customers.
This goal will be achieved by providing training, guidance, motivation and support, and CCN will serve as the catalyst for networking (sharing ideas between members) and arranging group purchase discounts when applicable.
Services are available to members and their employees.
CCN’s “Secondary Mission” is to provide an alternative to industry consolidation, whereby, the CCN members maintain their independence, but have the benefits of a national organization along with national name awareness.
Our goal is to bring you one step closer to your dream home. Whether it is through a touch up in the kitchen, a new garage door, or a full home renovation, we are here to provide you with your every construction need. We strive for excellence in every project, and through this excellence, we have gained our customers’ trust and respect. With our foundation of integrity, we aim to work diligently and efficiently to get the job done in the best way possible. We hold communication and transparency in high regard, checking in with our customers frequently to make sure they are satisfied every step of the way. It is through these qualities that we turn your construction visions into realities.
CPA, Tax Consultant & Tax Planning
I was born and raised on Long Island, NY. In between doing what average suburban kids do, I spent much of my childhood at the heels of my father who retired from the New York City Police Department after 33 years.
My interest in money and business led me to major in Economics at Cortland College. At 21, following in my father’s footsteps, I began my 17 year career with the New York City Police Department.
I retired as a Lieutenant in September 2000. I had an opportunity to pursue my interest in the financial industry and joined an international CPA firm. For many, my career change seems drastic and curious, “I can’t believe you used to be a cop!” and “How did you go from police officer to accountant?” have become almost synonymous among clients and colleagues in realizing my former profession. While I’m no longer chasing “perps” down the streets of New York City, I still maintain the same type of rush and dedication to saving clients thousands of dollars in tax and seeing the look of delight on their faces.
The way I run my practice is rooted in tax planning. Our philosophy is to find ways to legally reduce tax liabilities and keep more of what our clients earn in their own pockets. Each new client, corporate and personal, is given a tax analysis in which we review prior tax returns as well as current financials in order to identify missed opportunities and prior mistakes which resulted in unnecessary tax expenditures. From there, we implement a personalized plan to save the client thousands.
As a Certified Tax Coach™, I belong to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, as well as remain, certified. With this organization I have co-authored an Amazon best seller, Secrets of a Tax Free Life.
In addition to tax planning, my practice offers traditional tax services as well as off site CFO services. With my dedicated and passionate team we are able to provide daily guidance and advice to business clients. Our efficiency is embedded in our team concept. Our clients include, but are not limited to, Medical Professionals, Clothing Sourcing Businesses and Commercial Electrical Companies.
Brigham Dickinson is president and founder of Power Selling Pros, a leading coaching and training firm dedicated to teaching call handling teams to wow more customers in the Residential HVAC Industry. In 2009, Power Selling Pros trained six call handlers – now they’re up to 450, from more than 130 companies around the globe. Power Selling Pros’ growth comes mostly through referrals, thanks to their proven call-handling certification process and their high level of customer satisfaction.
It was ten years ago now. I was managing the pay-per-click advertising for a Utah based plumbing, heating, and cooling company, and I thought things were going really well. That was until the owner fired me.
"These leads are no good" he said. I was confused! If the people that are calling in as a result of MY advertising have a plumbing, heating, or cooling issue, then how could they be "no good"???
"These people just want a ball park price... they want everything now, and that doesn't work for us" he went on.
The panic began to stir within me. I could NOT lose this account. I had already suffered through one failed business and lost everything, and there was NO WAY I would let that happen again. Generating more of the leads they didn't like wasn't the answer... neither was getting down on my knees and begging for him to keep me (though it was tempting).
My mind was taken back to a time a few years before when I worked for another service business in Chico, California. I wasn't just managing the advertising there, I also answered phones. While I was always looking for new and creative ways to acquire new customers, my boss at that company had a fascination with customer service. He would make me practice phone calls with him, which felt awkward at first to me. He would even call in pretending to be a customer just to see how I would treat him!
That's when it HIT me like a ton of bricks. I knew how to help this owner who was about to fire me, and I was prepared to offer my solution.
I would coach his CSRs - free of charge!
I used my experience from California answering phones to help his CSRs book the calls that were coming in. I needed to show him that these leads were good, and that with a little help and training his call handling team could turn them into booked appointments.
After a few coaching sessions, they started booking these calls. 10 years later, we help businesses all over the world.
Join us: powersellingpros.com/wisdom
Peak Performance Business Coach
As a child, I was obsessed with knowing how things worked. I could always be found tearing apart some toy, electronic device or engine to see how it worked. This eventually lead me to studying humans to figure out what makes us tick. My Entrepreneurial addiction started at age 13 when I became a caddie. I did not know it then but the countless hours of working as a caddie on the golf course, walking, talking and asking non stop questions of the business elite, would have a profound influence on my career and life long fascination of studying and modeling Peak Performers. I am always trying to find ways to add value to others. Through speaking, teaching and sharing what I’ve learned with other entrepreneurs and business leaders, I am able to help executives with limited time achieve more. THE LESSONS OF MY JOURNEY: Grit! As a 6’4” lanky 13-year-old, I did not have the build of a typical caddie. While working for one of the most prestigious Golf Clubs in New Jersey, 8 hours could pass without being selected by one of the members – because I didn’t “look the part”. With no salary, no contract and no wages, other than bag fees and tips from the members, I would be the first to arrive to the caddie shack each morning – sometimes before the sun – to watch and learn what it took to be a great caddie. Eventually, I became a regular for one of the wealthiest members of the club who was an Entrepreneur. This afforded me a 4 -8 hour, daily, free education about business and entrepreneurship. Eventually, I was able to arrive 15 minutes before my golfer’s tee time, as we had developed an exclusive relationship, allowing me to go from working harder than everyone else to working efficiently! Without realizing it at the time – I had taken advantage of another success necessity…. Mentorship & Modeling Upon graduating from high –school, unsure of what I wanted to do and pumping gas for a living ( Yes – in NJ someone pumps your gas ) , I took a job as a door –to –door life insurance salesman. Soon, with the voice of my mentor in my head, I realized that most of my co-workers knew nothing of the industry, sales, marketing or human behavior. It occurred to me that if I wanted to make exceptional money, in this field, I’d have to make a very important investment – in myself. The journey continued though, endless training modules, teleconferences, nights at the library pouring over books about, sales, marketing, and human psychology. If you want to learn and grow beyond measure, try selling life insurance at 18 years old. The constant “No’s” and lack of success was the best training ground possible. Inner strength, just like muscles, is built by putting yourself under constant pressure and adversity to build the ability to persevere and overcome. This work experience as a young adult fueled my ability to take the next necessary step in any success journey…. The Formula for Success In 2000 I started my entrepreneurial endeavor in earnest. I began by creating a global risk management consulting firm serving the private equity community. My top 15 clients had a combined revenue of $12.7 Billion USD with operations in over 100 Countries worldwide. Since then I’ve founded, bought and sold several multi-million dollar business. In addition to the successes there were plenty of failures along the way. Peak Performance Nation & Peak Performers Podcast were created to teach the tools, strategies, tricks, tips and psychology necessary to be a Peak Performer. I was frustrated by seeing great people and organizations with the knowledge of what to do but the inability to execute. It doesn’t matter what you know if you cannot execute.