In this episode, Lee Heisman, CEO of ESL Advisors, shares expert advice on how entrepreneurs can maximize the value of their businesses. With over 30 years of experience, Lee discusses the importance of mindset, strategy, and building a sustainable business for successful exits. Learn from his proven strategies to scale your business and achieve maximum impact.

#BusinessValue #Entrepreneurship #BusinessGrowth #MergersAndAcquisitions #ExitStrategy #WealthBuilding #EntrepreneurAdvice #BusinessSuccess #MaximizeBusiness

In this episode of the Build it to Billions, Brett Swartz sits down with Jon Bassford, an operations expert and entrepreneur, to explore how curiosity has been a driving force behind his personal and professional success. With a background in law and an MBA, John explains how leveraging curiosity and analytical thinking has helped him innovate and lead in various organizations. Brett and John discuss how recognizing and developing your natural superpowers, like curiosity, can unlock new opportunities and drive growth. Tune in for an insightful conversation about mindset, leadership, and the power of curiosity in business.

#BuildExperiencePodcast #Entrepreneurship #BusinessGrowth #CuriosityInBusiness #StewardshipMindset #Leadership #Innovation #GrowthMindset #Curiosity #PersonalDevelopment #OperationsExpert #BusinessSuccess #EntrepreneurLife #Investing #MindsetForSuccess #SuperpowerGrowth

In this episode of the Build It to Billions Podcast, Brett Swarts sits down with Pete Neubig, founder of VPM Solutions and host of the NARPM podcast. Pete shares insights on scaling a business through delegation, building clear processes, and integrating virtual assistants. He provides actionable tips for hiring, training, and maximizing remote team members, especially for property management and real estate businesses. This episode is perfect for entrepreneurs looking to streamline operations and scale effectively.

#BusinessScaling #VirtualAssistants #Entrepreneurship #PropertyManagement #VPMsolutions #RemoteTeams #BuildItToBillions

In this episode of Build It to Billions, Brett Swarts sits down with Pete Neubig, property management expert, entrepreneur, and co-founder of VPM Solutions. Pete shares how virtual assistants can revolutionize your business, helping you scale efficiently while cutting costs. He dives into hiring the right remote talent, setting up KPIs, and avoiding the biggest mistakes business owners make.

Pete also breaks down personality profiling (DISC method) to ensure the right fit for roles like sales, operations, and marketing. Whether you’re a real estate investor, property manager, or entrepreneur looking to optimize your workflow, this episode is packed with actionable insights.

#VirtualAssistantsInBusiness #PropertyManagementExpert #BusinessScalingTips #RemoteTalentSuccess #VPMsolutions #EntrepreneurshipInsights #OptimizeYourWorkflow #HiringTheRightTalent #DISCMethod #BuildItToBillionsPodcast

In this episode of the Build It to Billions Podcast, host Brett Swarts sits down with Josh Woodward, founder of Mastermind Advisor Marketing. Josh shares transformative insights into how financial advisors can scale their businesses, enhance client trust, and dominate their niche through innovative marketing strategies. From leveraging digital tools to creating impactful webinars and educational seminars, Josh reveals actionable steps that advisors can take to grow their practice and connect with high-net-worth clients.

Discover the secrets to modern marketing, including tips on paid ads, webinar success, and the importance of a strong support system. This conversation is a must-listen for anyone looking to grow their financial advisory business in today’s competitive landscape.

#BuildItToBillions #FinancialAdvisorMarketing #DigitalMarketingSuccess #ClientTrust #FinancialAdvisoryGrowth #WebinarStrategies #MarketingForAdvisors #HighNetWorthClients #MarketingInnovation #FinancialAdvisors #ScalingYourBusiness #MarketingInsights #AdvisorySuccess #ModernMarketing #BusinessGrowth #ClientConnection #PaidAdsTips #WebinarSuccess #EducationalSeminars #FinancialMarketingStrategies #SupportSystemForSuccess

In this episode of Build to Billions, Brett welcomes seasoned insurance professional Kent Crawford to share his entrepreneurial journey—from launching an agency in Portland to building a thriving business in Southern California with partner Bob Clemo. Kent discusses key moments of growth, including investing in commercial real estate, selling the agency, and transitioning into consulting. The conversation also touches on his strategic use of Deferred Sales Trusts to manage capital gains taxes, setting the stage for deeper insights into wealth preservation.

#BuildToBillions #EntrepreneurJourney #InsuranceIndustry #DeferredSalesTrust #CapitalGainsTax #WealthStrategy #BusinessExit #RealEstateInvestment #TaxPlanning #FinancialFreedom #LegacyPlanning #KentCrawford

In this episode, seasoned insurance professional Kent Crawford shares his journey from launching a successful agency in Newport Beach to becoming a trusted financial consultant. He opens up about navigating capital gains tax challenges, adopting the Deferred Sales Trust as an alternative to the 1031 exchange, and leveraging life insurance through trusts for tax-efficient wealth transfer. Kent also discusses the critical role of trust, flexibility, and strategic advice in long-term financial planning.

#DeferredSalesTrust #FinancialPlanning #WealthStrategy #CapitalGainsTax #EstatePlanning #InsuranceExpert #1031ExchangeAlternative #TaxStrategy #TrustPlanning #WealthTransfer #RealEstateTax #FinancialFreedom

Would you like a version tailored for LinkedIn or Instagram as well?

In this episode of the Build to Billions podcast, Brett Swartz interviews Josh Woodward, founder of Mastermind Advisor Marketing. Josh shares valuable insights on how financial advisors can enhance their online presence, build brand awareness, and foster trust with clients. He emphasizes the importance of delegating tasks to a support team to focus on core strengths and grow as a top financial advisor.

#FinancialAdvisors #MarketingStrategy #BrandAwareness #Entrepreneurship #Delegation #ClientRelations #BuildToBillions #WealthBuilding