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  • #447 – Steven Selengut – The Retirement Income Coach

    #447 – Steven Selengut – The Retirement Income Coach
    2024/10/18
    The Retirement Income Coach Steve Selengut is the retirement income coach. He has a different approach to retirement income, so if you are nearing that age, listen up! Summary of the Podcast Retirement income coach Steve, Kevin, and Graham discuss retirement planning and investment strategies. Steve shares his approach of focusing on generating consistent income from a diversified portfolio of high-quality income-producing securities, rather than chasing market growth. He explains the benefits of this approach, including being able to sleep well at night regardless of market fluctuations. Closed-end funds as investment vehicles Steve describes his use of closed-end funds as the core of his retirement income strategy. He highlights their advantages, such as consistent dividend payments, diversification, and professional management. Then he discusses how he vets and selects the funds to build a portfolio tailored to his clients' needs. Profit-taking and reinvestment Steve emphasises the importance of regularly taking profits on investments that have appreciated. This is rather than holding on in hopes of further gains. He explains how this allows him to reinvest at lower prices and grow his income stream over time. It's a strategy that has provided a more stable and reliable source of retirement funds. Challenges with traditional financial advice Steve critiques the traditional investment advice model That's where financial advisors are incentivised to grow assets under management rather than focus on generating consistent income. He contrasts this with his approach of prioritising income and profit-taking to better serve his clients' retirement needs. Retirement income coaching business Steve discusses his transition from managing money for clients to now coaching and mentoring other financial professionals on his income-focused investment approach. He explains how he helps them implement his strategies and provide similar services to their own clients. Potential impact on homelessness When asked about what change he would like to make in the world, Steve expresses a desire to see an end to homelessness. If he could he would use his wealth and influence to address this issue if he had the means to do so. Recap and next steps The hosts, Graham and Kevin, summarise the key insights from the discussion and express their interest in learning more about Steve's retirement income strategies. Kevin wanted to get his book "Retirement Money Secrets." Clips from the Podcast The Whole Thing https://thenext100days.org/wp-content/uploads/2024/10/Steve-Selengut-The-Whole-Thing.mp4 Designed Portfolios https://thenext100days.org/wp-content/uploads/2024/10/Steve-Selengut-Portfolio-Design.mp4 Take Profits https://thenext100days.org/wp-content/uploads/2024/10/Steve-Selengut-Take-Profits.mp4 Testimonial https://thenext100days.org/wp-content/uploads/2024/10/Steve-Selengut-Testimonial-1.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    47 分
  • #446 – Dida Clifton – The Office Squad

    #446 – Dida Clifton – The Office Squad
    2024/10/11
    The Office Squad The Office Squad was founded by Dida Clifton, a former military staffer. Her husband flies F-15 jets. You can pick up on the methods and standards founded on a life of service. She's now putting these to good work in this back end company mostly based out of Las Vegas. Summary of the Podcast Dida's military background and entrepreneurial journey Dida shared her background of serving in the US Air Force. She worked in operations for an F-15 fighter squadron. After leaving the military, she started a bookkeeping business from home while raising her two daughters. Over time, the business grew into a full-service back office support company called The Office Squad. The Office Squad currently has two offices and 13 employees. The Office Squad's unique service model Dida explained The Office Squad's membership-based pricing model, where clients pay a flat monthly fee for a suite of services including bookkeeping, phone answering, mail handling, and more. The company focuses on providing a consistent, high-quality experience and has developed proprietary systems and processes to ensure accountability and efficiency. Scaling through franchising Dida discussed her plans to expand The Office Squad through a franchising model. This leverages the company's operational systems and training programs. She aims to open franchises across Texas first, then potentially expand to other parts of the US and eventually internationally. Importance of company culture and client fit Dida emphasised the importance of maintaining a strong company culture. That means only working with clients who are a good fit. She shared that The Office Squad has a 3-month onboarding period to ensure alignment, and they are not afraid to part ways with clients who are not a good match. Embracing technology and AI Dida expressed a positive outlook on the role of technology and AI in supporting The Office Squad's operations. She discussed using AI tools like QuickBooks AI to streamline bookkeeping tasks, while maintaining human oversight to ensure accuracy. Recap and closing thoughts Graham and Kevin praised Dida's entrepreneurial spirit and the success of The Office Squad, noting her military background and focus on company culture as key factors in the business's growth. Clips from the Podcast First Client Won By Fax https://thenext100days.org/wp-content/uploads/2024/10/Dida-Clifton-First-Client-by-Fax.mp4 Franchise https://thenext100days.org/wp-content/uploads/2024/10/Dida-Clifton-Franchise.mp4 Testimonial https://thenext100days.org/wp-content/uploads/2024/10/Dida-Clifton-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    45 分
  • #445 – Michael Barbarita – Optimising Business Strategy

    #445 – Michael Barbarita – Optimising Business Strategy
    2024/10/04
    Optimising Business Strategy Michael Barbarita focuses on optimising business strategy by providing more freedom of time for entrepreneurs & small business owners. How is this time won back? Michael shares the strategies that you need to understand to ensure you are optimising Business strategy in your organisation. Summary of the Podcast Introductions and background Graham and Kevin introduce the podcast and welcome guest Michael Barbarita, who is a co-author of a book on powerful business strategies. Michael provides background on his experience owning and operating various businesses: A ski retail store, A frozen cookie dough manufacturing company, and An outpatient rehab facility. Successful business strategies Michael explains that the key difference between his successful and unsuccessful businesses was the business strategies he implemented. In the ski and cookie dough businesses, he used strategies his competitors were not doing, like a "ski guarantee" that allowed customers to return skis they didn't like. In the rehab facility, he used strategies his competitors were using, which ultimately led to its failure. The conversion formula Michael introduces the "conversion formula" It's 4-part process for crafting effective marketing and sales messaging that captivates, fascinates, educates, and compels the customer. He explains the importance of understanding the customer avatar and their specific problems. Additionally, he stressed creating a compelling offer with elements like scarcity, risk reversal, and added value. Applying the strategies as a CFO Kevin and Graham discuss how Michael's background as a CFO and his strategic approach to business could be valuable for CFOs and finance professionals. Michael explains how he would introduce the conversion formula and other strategic concepts to clients when working as a fractional CFO. Wrap-up and next steps The conversation concludes with Graham and Kevin thanking Michael for being a great guest, and Michael providing his website (https://nextstepcfo.net) for listeners to learn more about his services. Clips from the Podcast Popcorn https://thenext100days.org/wp-content/uploads/2024/09/Michael-Barbarita-Popcorn.mp4 Horror Tie https://thenext100days.org/wp-content/uploads/2024/09/Michael-Barbarita-Horror-Tie.mp4 Strategic NOT Tactical https://thenext100days.org/wp-content/uploads/2024/09/Michael-Barbarita-Strategic-not-tactical.mp4 Testimonial https://thenext100days.org/wp-content/uploads/2024/09/Michael-Barbarita-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    35 分
  • #444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment

    #444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment
    2024/09/27
    Tequila Cask Investment Samuel Gordon and Marc Mouannes co-founded GORDON PWC to bring a new way to invest in Whiskey and Tequila cask investment. Summary of the Podcast Introductions and background Graham and Kevin welcome Samuel Gordon and Marc Mouannes, partners at Gordon PWC. They discuss their new tequila cask investment product. Samuel and Marc share how they met and their backgrounds in the whiskey and alternative investment industries. Tequila cask investment overview Samuel and Marc provide an overview of their tequila cask investment product. It involves purchasing unaged "blanco" tequila and aging it in oak casks for 3 years to produce a higher-quality "extra anejo" tequila. They highlight the potential for 14-15% annual returns. There is a shorter 3-year investment term compared to whiskey. It's also another investor route to diversification and inflation hedging. Market dynamics and demand The discussion covers the current and projected growth in global tequila demand. It is especially growing fast in North America, Europe, and Asia. This is driven by the influence of celebrity brands. Samuel and Marc explain how the scarcity of aged tequila and consumer preferences for higher-quality products contribute to the investment opportunity. Investment process and risks Samuel and Marc outline the investment process. This includes how they pre-sell the aged tequila to distilleries and wholesalers to provide investors with a guaranteed exit price. They also discuss the key risks, such as Agave price fluctuations and asset security, and how they mitigate these through insurance and other measures. Tax benefits and investor profile The conversation touches on the UK tax benefits of cask investments as wasting assets. The typical investor profile - affluent individuals looking to diversify their portfolios and hedge against inflation, often in the 40-45 age range. Recap and next steps Graham and Kevin wrap up the discussion, reiterating that they are not providing investment advice. Rather they are highlighting an interesting alternative investment opportunity for listeners to further research. They encourage listeners to connect with Samuel and Marc to learn more about the tequila cask investment product. Clips from the Podcast It's a 3 Year Investment Term! https://thenext100days.org/wp-content/uploads/2024/09/Samuel-Gordon-3-Years-Term.mp4 14% per annum https://thenext100days.org/wp-content/uploads/2024/09/Marc-Mouannes-14-per-annum.mp4 Testimonial Samuel Gordon https://thenext100days.org/wp-content/uploads/2024/09/Samuel-Gordon-TEstimonial.mp4 Marc Mouannes https://thenext100days.org/wp-content/uploads/2024/09/Marc-Mouannes-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    56 分
  • #443 – Kate Barlow – Master SEO

    #443 – Kate Barlow – Master SEO
    2024/09/20
    Being a Master SEO Kate Barlow is a Master SEO. She has had a career spanning 25+ years in digital marketing. Kate is currently the Head of Digital at The CFO Centre. Summary of the Podcast Introductions and Banter The meeting begins with casual conversation and introductions among the three participants. They discuss topics like punctuality, exercise routines, and the global nature of their work. Kate's Background and Role Kate Barlow introduces herself, explaining that she is the Head of Digital at the CFO Centre. CFO Centre is a global network that places fractional CFOs with businesses. She discusses the multilingual nature of the CFO Centre's websites and her role in improving their digital presence and communication with prospects. Comparing Fractional CFO Models Kevin Appleby, COO of GrowCFO, discusses how his organisation's focus on educating and training aspiring CFOs complements the CFO Center's model of placing experienced fractional CFOs. They explore the differences between the "inward" accounting-focused CFO role and the more "outward" strategic CFO role. The Evolving Role of SEO Kate shares her extensive experience and expertise in SEO. She explains how the discipline is evolving to focus more on high-quality, user-centric content rather than technical "tricks". Kate discusses the potential impact of AI on search engine optimisation and the role of the SEO professional in the future. Recap and Closing The participants wrap up the discussion, with Graham and Kevin expressing their appreciation for Kate's insights and inviting her to potentially appear on other podcasts. Kate provides a positive testimonial about her experience on the "Next 100 Days" podcast. Clips from the Podcast Fractional CFOs https://thenext100days.org/wp-content/uploads/2024/09/Kate-Barlow-Fractional-CFOs.mp4 The Messy Middle of Digital Marketing https://thenext100days.org/wp-content/uploads/2024/09/Kate-Barlow-The-Messy-Middle-of-Digital-Marketing.mp4 Kate's Knowledge https://thenext100days.org/wp-content/uploads/2024/09/Kate-Barlow-Knowledge.mp4 Testimonial from Kate Barlow https://thenext100days.org/wp-content/uploads/2024/09/Kate-Barlow-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    49 分
  • #442 – Maxwell Nee – Scoreapp

    #442 – Maxwell Nee – Scoreapp
    2024/09/13
    Scoreapp Maxwell Nee is the Chief Revenue Officer of Scoreapp, a Quiz Marketing Platform with 6,000 paying clients. He's also a multi-award winning entrepreneur, bodybuilder & dancer. He's this week's guest on The Next 100 Days Podcast. Summary of the Podcast Introduction to ScoreApp Maxwell Nee introduces ScoreApp, a marketing funnel software that helps service businesses and entrepreneurs build personalised quizzes to generate leads. ScoreApp has about 6,000 clients and offers plans ranging from £29 to £120 per month. How ScoreApp Works ScoreApp uses a "value exchange" model where users take a quiz in exchange for a personalised report. The quizzes are designed to be engaging and convert at much higher rates than traditional lead magnets. The reports provide insights tailored to the user's responses. Benefits of ScoreApp The high engagement and personalisation of ScoreApp quizzes lead to conversion rates around 40%, much higher than the 15% typical of lead magnets. This allows businesses to build a larger pool of qualified leads to follow up with. ScoreApp's AI Capabilities ScoreApp has developed an AI wizard that can quickly generate quiz questions and copy, reducing the time to set up a new quiz from hours to just a few minutes. Ideal ScoreApp Clients ScoreApp's primary clients are coaches, consultants, service providers, and other entrepreneurs selling digital products or services. The software is versatile and can be used for lead generation, client assessments, and more. ScoreApp's Growth Plans ScoreApp has seen strong growth in the UK market over the past 4 years and is now looking to expand to the US and Asia Pacific regions to reach a much larger potential client base. Recap and Next Steps The hosts and guests summarise the key benefits of ScoreApp and encourage listeners to check out the free book offer at scoreapp.com/book to learn more about the software and how it can be applied. Clips from the Podcast What is ScoreApp? https://thenext100days.org/wp-content/uploads/2024/09/Maxwell-Nee-What-is-ScoreApp.mp4 Why Quiz Funnels? https://thenext100days.org/wp-content/uploads/2024/09/Maxwell-Nee-Quiz-Funnels.mp4 Testimonial from Maxwell https://thenext100days.org/wp-content/uploads/2024/09/Maxwell-Nee-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYes, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    45 分
  • #441 – Graham Arrowsmith & Kevin Appleby – New Podcasts

    #441 – Graham Arrowsmith & Kevin Appleby – New Podcasts
    2024/09/06
    New Podcasts New podcasts feature in this week's episode of The Next 100 Days Podcast. Graham is about to start 42ai, Kevin is about to start The Great Model Train Show. Summary of the Podcast Key Takeaways Graham is launching "42 AI" podcast about MeclabsAI with co-host Anna Kapil, focusing on UK and India markets. Kevin is starting "The Great Model Train Show" podcast about model railways, targeting an UK audience initially. Both emphasise the importance of identifying target audience, valuable content, and distribution strategies. Podcasting seen as a way to build influence and potentially monetise expertise in semi-retirement. New Podcast Ventures Graham: "42 AI" podcast about MeclabsAI with Anna Kapil Focus on UK and India markets initially. Aims to showcase MeclabsAI capabilities to marketing heads of brands and their marketing agencies. Name references "42" as answer to life, universe, and everything (Hitchhiker's Guide) plus the age difference between Graham and Anna! Anna Kapil Kevin: "The Great Model Train Show" Targeting UK model railway enthusiasts. Plans to have industry sponsors and high-profile guests (e.g. Pete Waterman, Rod Stewart). www.thegreatmodeltrainshow.com Podcast Launch Strategies Identify target audience and their interests. Create valuable, niche-specific content. Leverage existing networks for initial guests. Aim for at least 10 episodes to establish consistency. Consider appearing as guests on other relevant podcasts for cross-promotion. Utilise social media, website, and email marketing for distribution. MeclabsAI Capabilities Trained on 10,000 marketing experiments. Offers marketing heuristics, copywriting, strategy, social media post creation, and conversion optimisation tools. Can create personalised marketing strategies and content. Potential to replace traditional websites with AI-driven engagement. New Podcast Technology Discussion of new podcast hosting and production tools. Consideration of AI-powered tools for content creation and clip generation. Importance of video content alongside audio for social media distribution. Retirement and Future Plans Both see podcasting as a way to stay engaged and potentially earn income in semi-retirement. Graham aims to continue with MeclabsAI ventures. Kevin planning ahead for potential income streams post-67. Next Steps Graham to explore guest opportunities on marketing podcasts to promote "42 AI" Kevin to secure first 10 guests and sponsorship for "The Great Model Train Show" Both to investigate modern podcast hosting and production tools. Continue "The Next 100 Days" podcast, aiming for 500 episodes milestone. Graham to further develop Meclabs AI expertise and use cases. Clips from the Podcast Topics for The Great Model Train Show https://thenext100days.org/wp-content/uploads/2024/09/Kevin-Appleby-Whats-in-the-New-Podcast.mp4 Why Listen to 42AI? https://thenext100days.org/wp-content/uploads/2024/09/Graham-Arrowsmith-42AI.mp4 Different Perspectives https://thenext100days.org/wp-content/uploads/2024/09/Graham-Arrowsmith-Different-Perspectives.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYes, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders.
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    55 分
  • #440 Charles Cormier – CEO Podcasting

    #440 Charles Cormier – CEO Podcasting
    2024/08/30
    CEO Podcasting CEO Podcasting expert Charles Cormier is a serial entrepreneur. He is also a modern Renaissance man. He's set up a version of himself in AI and debates topics with his AI version. On the podcast, Charles appears to be walking on a treadmill. Good use of time and energy. A first for the podcast too. Sway along with Charles and discover loads about lots from a very gifted individual. Summary of the Podcast Introduction Charles introduces himself as an entrepreneur from Montreal, Canada who now lives in Oaxaca, Mexico with his wife. He discusses his background in endurance sports and his love for the culture and cuisine of Oaxaca. CEO Podcasting Strategy Charles explains his business model centred around lead generation through podcasting. He discusses how he uses podcasts to build relationships and pipelines with his ideal customer persona of CEOs, founders, and investors. Charles shares his approach of monetising podcasts through various offers like lead generation services, masterminds, and newsletters. 2,500 CEOs and Founders - CEO Podcasting Guests Charles shares insights he has gained from interviewing over 2,500 CEOs and founders. He notes that not all CEOs are high performers, and the most successful ones are extremely competitive and driven. Charles also discusses his interest in studying human psychology and survival stories. Longevity He expresses his interest in the field of longevity and living forever. Charles discusses the potential of merging with advanced AI to extend the human lifespan and maintain high quality of life. He also shares his views on the future of podcasting and the role of AI in content creation. Clips from the Podcast Primary Business - PodPire.com https://thenext100days.org/wp-content/uploads/2024/08/Charles-Cormier-PodPire.mp4 Lead Generation https://thenext100days.org/wp-content/uploads/2024/08/Charles-Cormier-Lead-Gen.mp4 A Comment on The Next 100 Days Podcast What do you do if you aren't two old blokes and need to monetise your podcast? https://thenext100days.org/wp-content/uploads/2024/08/Charles-Cormier-9-Years.mp4 Where does Charles's Inspiration Come From? https://thenext100days.org/wp-content/uploads/2024/08/Charles-Cormier-Moonshots.mp4 An AI Future for Podcasts https://thenext100days.org/wp-content/uploads/2024/08/Charles-Cormier-AI-Podcasting-Future.mp4 Testimonial from Charles Cormier https://thenext100days.org/wp-content/uploads/2024/08/Charles-Cormier-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYes, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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    53 分