Solo 401(k) Basics, Rules, and Contribution Deadlines
<p>If you’re self-employed and want to put more money away for retirement, the Solo 401(k) is one of the most powerful tools available, but the rules and deadlines matter.<br/><br/>In this live webinar, Mat Sorensen will walk through the Solo 401(k) basics, including who qualifies, how it’s set up, and the special strategies that make it so effective compared to IRAs and SEP IRAs. He’ll also cover the key 2025 contribution limits and deadlines you need to understand before the 2026 tax filing season.<br/><br/>We’ll cover:<br/>- What a Solo 401(k) is and how...
1 hr 15 min
2026 February 18
Evergreen Fund Growth and the NAV Valuation Challenges Financial Modelers Face with Rafael
<p>In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Rafael Le Saux to talk about valuation, modeling, and how the field is changing. They dig into real challenges from working on complex models and what happens when things go wrong. The conversation also covers how private markets are evolving and why valuation is getting harder. It’s a practical look at how modeling connects to real decisions in today’s finance world.</p><p>Rafael Le Saux is a valuation and modeling expert with over 16 years of experience in financial advisory and alternative investments. He leads...
Surviving the Land Market Crash of 2026. Land Market Update, Q1, 2026
<p>In this quarterly market update, Seth Williams and Neil Clements unpack what’s happening in the land investing world right now. They discuss why some land deals are booming while others are bleeding money, how market demand has shifted since 2023, and what strategies are helping investors survive and thrive in 2026.</p><p><b>(Show Notes: REtipster.com/Feb2026)</b></p><p>Neil shares real-world case studies, lessons learned the hard way, and why he's all-in on manufactured homes as the next big opportunity. If you’re struggling with deal flow, funding, or figuring out where to invest, you’ll get a...
The “Best Business Ever”? A $6.5M Day Spa Franchise in Dallas
<p>In this episode the hosts analyze a $6.5M two-location luxury day spa franchise in Dallas, debating whether its 20-year track record and $1.4M EBITDA make it a rare franchise opportunity—or just unusually enthusiastic broker marketing.<br/><br/>Business Listing – https://www.bizbuysell.com/business-opportunity/two-location-luxury-franchised-day-spa/2459661/<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.<br/><br/>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=template<br/><br/>HubSpot is the backbo...
Podcasts
Why Structure and Design are Critical Elements of Trust and Credibility in Financial Modeling with Nick Boberg
<p>In this episode of Financial Modeler's Corner, host Paul Barnhurst chats with Nick Boberg, a financial modeler and consultant based in Hamilton, New Zealand. Paul and Nick explore the essentials of building well-structured, effective financial models. They discuss Nick’s approach to simplicity and consistency, the importance of clarity in model design, and the role of competition in refining one’s Excel and modeling skills. </p><p>Nick is a financial modeler and the co-founder of Boberg Advisory, a consultancy that specializes in providing financial modeling services to SMEs. With extensive experience as Finance Director at Anglesea Hospital and Asso...
How Cold Email Really Works Today with Adam Rosen
<p>In this episode of The Rainmaker Podcast, Dakota Founder and CEO Gui Costin sits down with Adam Rosen, founder of an email marketing agency that helps startups, unicorns, and large enterprises generate sales through cold email. The conversation offers a practical, experience-driven look at how cold outreach has evolved, and why it remains one of the most effective tools in modern sales when executed correctly.</p><p>Adam begins by walking through his entrepreneurial origin story, from studying sport management in college to discovering entrepreneurship late in his academic career. That pivot led to his first startup, a college...
Alabama NEMT Company for Sale: $3M Revenue, $376K SDE Breakdown
<p>In this episode the hosts review an Alabama non-emergency medical transportation business priced around $1.0–1.4M and unanimously reject the deal due to unstable earnings, questionable financial reporting, and heavy dependence on government contracts.<br/><br/>Business Listing – https://www.dealonomy.com/s/non-emergency-medical-van-transportation<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.</p><p>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=template<br/><br/>HubSpot is the backbone for how busine...
Heat Recovery from Data Center w/ Jeff Staub
<p >In this episode of the HVAC School Podcast, host Bryan sits down with Jeff Staub, Director of OEM Sales for Danfoss North America, to explore one of the most rapidly evolving frontiers in the HVAC and refrigeration world: thermal management for AI data centers. With nearly 30 years of industry experience spanning technical support, application engineering, and product development, Jeff brings deep expertise on how the explosive growth of AI chip technology is reshaping data center cooling architecture — and creating major new opportunities for HVAC professionals, contractors, and facility managers alike.</p> <p >A central theme of the conversation is he...
Be Kind and Win: Gui Costin, Dakota
<p>In this special episode of The Rainmaker Podcast, Gui Costin is interviewed about his book Be Kind. He reflects on early leadership missteps marked by volatility and ego, and the turning point that reshaped his approach to culture and accountability. Gui challenges the belief that high performance requires harshness, arguing instead that kindness and hard standards can coexist. He draws a key distinction between being “nice” and being “kind,” emphasizing direct, respectful feedback over avoidance. The episode reinforces a core leadership principle: words, tone, and daily behavior from the top ultimately define culture and performance.</p><p>Tired of chasing...
#316 Budai Media Specials: The TOP 5 Klaviyo Metrics to Follow (Ecommerce 2026)
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this episode, I'm...
We Tested Claude Opus 4.6 and the Results were Super Impressive
<p>In this episode of The ModSquad, Paul Barnhurst, Ian Schnoor, and Giles Male put Claude 4.6 to the test on real financial modeling accreditation cases. From three-statement forecasts to complex debt sculpting scenarios, the team examines just how far AI tools have come. The results are impressive, but not flawless. The discussion explores what this leap forward means for finance professionals and whether modeling is truly entering a new AI-assisted era.</p><p>Ian Schnoor is Executive Director of the Financial Modeling Institute (FMI), the global accreditation body for financial modeling professionals. He brings extensive experience in modeling, training, and...
Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo
<p>Building an advisory firm that can outlast its founder often requires challenging decisions, especially for entrepreneurs who intentionally left prior partnerships to lead a firm on their own. This episode explores what it looks like to design succession on your own terms, balance growth with cultural clarity, and make partnership, hiring, and operating-system choices that can lead to sustainable growth.</p> <p>Kathy Longo is the founder of Flourish Wealth Management, an RIA based in Edina, Minnesota, that oversees $455 million in assets under management for 163 client households. Listen in as Kathy shares why she chose to bring on a...
From Apache Pilot to Land Investor w/ Cody Cuvillier
<p>262: In this episode of the REtipster Podcast, I talk with Cody Cuvillier, a land investor who built a full-time land investing business while serving as an Army officer and Apache helicopter pilot.</p><p><b >(Show Notes: REtipster.com/262)</b></p><p>Cody shares how he went from treating land investing as a side hustle to building a structured, KPI-driven company with a team that handles cold calling, texting, acquisitions, and follow-up. We talk about the moment in early 2025 when he almost quit, why his business stalled, and the realization that changed everything: he simply wasn’t generating enough le...
Would You Buy This 6.9M Revenue Sign Manufacturer?
<p>In this episode the hosts evaluate a Miami-based architectural sign manufacturer generating roughly $1.9M in seller earnings, debating whether its attractive 3.3x multiple hides customer concentration risk and heavy dependence on the retiring owners’ relationships.<br/><br/>Business Listing – https://www.bizquest.com/business-for-sale/architectural-sign-manufacturer/BW1920184/<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.</p><p>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=template<br/><br/>HubSpot is the backbo...
310. Building Success After Setbacks
<p >Sarah Barnes-Humphrey joins The Positive Polarity Podcast to share her insights on turning setbacks into opportunities. An Amazon #1 best-selling author, podcast host, and supply-chain entrepreneur, Sarah sits down with Dave to talk about finding your voice, learning from challenges, and the opportunities that emerge when you choose to persevere.</p>
Would You Buy 3 Skincare Franchises with Razor-Thin Margins?
<p>In this episode, the hosts analyze a three-location skincare franchise in Alexandria, VA generating $6.4M in revenue—but debate whether razor-thin margins and franchisor red flags make this a falling knife.<br/><br/>Business Listing – https://www.bizbuysell.com/business-opportunity/3-open-and-operating-skin-care-franchises-in-dmv-with-6-4m-in-revenue/2472429/<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.<br/><br/>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=template<br/><br/>HubSpot is the backbone for how busine...
Sports Bar Franchise for Sale (Florida) – $9.4M Revenue Deal Breakdown
<p>In this episode the hosts break down a $6.5M three-location sports bar franchise in Florida, debating whether strong cash flow and real estate ownership offset the long-term risks of declining alcohol consumption and the brutal realities of running restaurants.<br/><br/>Business Listing – https://www.bizbuysell.com/business-opportunity/multi-unit-sports-bar-franchise-generating-strong-revenue/2357645/<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.</p><p>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=template<br/><br/>HubS...
#315 Budai Media Specials: Why 7-Figure Brands Plateau (And How We Fix It)
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this episode, I'm...
#309 Budai Media Specials: The #1 Reason Why Most Ecommerce Brands Die Before Making 7 Figures
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I’m your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today’s conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don’t run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this e...
Hard Lessons w/ Roman, Tim D., Nathan O. and ELK
<p>Join industry veterans Tim De Stasio, Roman Baugh, Eric Kaiser, and Nathan Orr as they share their most memorable HVAC lessons learned the HARD WAY. This unfiltered conversation from the 7th Annual HVAC/R Training Symposium reveals the real stories behind costly errors, dangerous situations, and valuable HVAC training moments that shaped their careers.</p> <p>What You'll Learn:</p> Critical refrigerant handling mistakes and their consequences Combustion safety lessons that could save lives Chemical safety protocols every technician must know Equipment installation errors and how to avoid them Real-world troubleshooting failures and solutions <p>From seized compressors and...
Why Your Financial Advisor Ignores Real Estate w/ Henry Yoshida
<p>261: Most people think their retirement accounts can only invest in stocks, mutual funds, and index funds. But that’s not actually true.</p><p>(<b>Show Notes: REtipster.com/261)</b></p><p>In this episode, I talk with Henry Yoshida, CEO of <b>RocketDollar</b>, about how investors can use self-directed retirement accounts to invest in alternative assets like real estate, land deals, startups, and private investments.</p><p>Henry spent a decade at Merrill Lynch, built a robo-advisor acquired by Goldman Sachs, and now helps investors unlock retirement money for deals most people assume they can’t access.</p><p...
Mastermind Series: Building Lead Magnets That Convert
<p>Sometimes, we are not getting the positive feedback for our lead magnets that we initially expected.</p><p>In this episode of our Mastermind Series, we are discussing how to create lead magnets and messaging that is congruent with your audience’s pain points, struggles, and desired transformation.</p><p>Resources:</p><p></p>Adaptive Marketing Program - Adaptive Marketing Program is an exclusive opportunity for online business owners, coaches, course creators, and membership site owners to play bigger and bolder in their business and explode their bank account with more clients!<br/><p></p><p>For a list of...
Nugget: Nurture the People Who Didn’t Buy (Yet)
<p>Sometimes you attract people who are just not ready, willing, and able to buy your offer at this very moment.</p><p>But don't discount those “non-buyers”.</p><p>You already influenced those individuals, you gave value to them and they are at the peak emotional state with you.</p><p>It just wasn't the right time or the right financial situation.</p><p></p><p>Keep on nurturing those relationships after your launch.</p><p></p><p>Because those people will be out in the world singing your praises and might even become future buyers.</p><p></p><p>Re...
Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay
<p >While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. In this episode, we dive into the deeper side of the retirement transition and why many high-performing professionals (including financial advisors) underestimate the psychological shift that comes with leaving a decades-long career.</p> <p >Michael Kay is a retired financial advisor and a current life coach and author, and joins the show today to share the personal challenges he faced transitioning from advisory firm owner to retiree. Listen in to learn practical exercises and...
315. The Founder's Trap: The Blind Spot That's Killing Your Growth
<p >Charles Gaudet from Predictable Profits joins us this week to discuss how founders can escape the Founder's Trap. In this conversation, he and Dave explore the dangers of limited thinking and share insights on how to recognize and overcome this common blind spot. Tune in to learn practical strategies for breaking free from the Founder's Trap and unlocking new growth for your business.</p>
BREAKING - U.S. Dept of Labor Releases New Landmark Rule Allowing Alternative Assets in 401(k) Plans
<p>In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto.</p><p>Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns.</p><p>Mat also discuss what the DOL’s “neutral” stance means for plan sponsors, what’s coming next from the SEC, and how this could reshape retirement investing.</p><p>Most importa...
Nugget: Talk With Your Audience, Not At Them
<p>Stop treating everybody like a number; go back to having conversations.</p><p>This starts when you're a list building. This starts when you're attracting your followers. This starts just like it does in the real world. You greet them. You have a conversation. You ask questions. You get a feedback loop. You actually get to know one another.</p><p></p><p>If you want to have a smaller list, that's more impactful, a list that’s full of people that will actually buy your offers, you need to rewind back and stop treating people like a one an...
When Small Teams Win Big in Land w/ Kay Walker
<p>257: In this episode, I’m joined by Kay Walker, a former short-term rental powerhouse who built a portfolio of 100+ Airbnb units before pivoting into land investing.</p><p><b>(Show Notes: REtipster.com/257)</b></p><p>We talk about her first accidental land deal, how she made more money with fewer headaches, and why she intentionally keeps her business small. Kay reveals how her STR experience shaped her land approach, how she transformed her direct mail strategy, and why control and creativity give her the edge.</p><p>We also dig into her standout marketing tactics, why she mails ev...
AI in Finance for Modelers to Succeed by Mastering the Fundamentals with Chris Reilly
<p>In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Chris Reilly, founder of Financial Modeling Education, for an insightful discussion on the importance of mastering financial modeling fundamentals in the age of AI. Chris shares his perspective on how AI is transforming the modeling industry, why understanding the basics is more important than ever, and how dynamic arrays are changing the modeling landscape.</p><p>Chris Reilly is a financial modeling expert with over 91,000 students trained globally. He has a diverse background, having worked in private equity and FP&A, and has developed a range...
#318 Budai Media Specials: Why Your Meta Budget Is Killing Growth in 2026
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>Most e-commerce brands are...
Building Tools & the Trade w/ Tony G. from Fieldpiece
<p >Recorded live on the third day of the AHR Expo 2026 in Las Vegas, Nevada, this episode of HVAC School brings together host Bryan and longtime friend of the show Tony Gonzalez, Director of Training at Fieldpiece Instruments. The conversation kicks off with some light-hearted banter about trade show survival tips — including the classic trick of hanging around near closing time to score free gear from exhibitors who don't want to ship anything home. Tony, who spent much of the show working the Fieldpiece booth, shares what it's like to be on that side of the expo floor, while Bryan ad...
8M Aerospace Deal… 95% Customer Concentration. Buy or Run?
<p>In this episode the hosts evaluate a niche aerospace and military parts distributor earning $1.9M EBITDA, debating whether its high margins and sticky customers outweigh the risks of extreme customer concentration and geopolitical exposure.<br/><br/>Business Listing – https://mail.mixmax.com/m/xi0KeLAu5yQZPLwgc<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.</p><p>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=template<br/><br/>HubSpot is the back...
#310 Budai Media Specials: I Made $2.8M in 30 Days with a DTC Brand!
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this episode, I'm...
The Hidden Land Risks You’re Overlooking w/ Don Healy
<p>258: In this episode, I'm talking with Don Healy, the creator of the Site Facts Report, a tool I used myself, and was shocked at what it uncovered.</p><p><b>(Show Notes: REtipster.com/258)</b></p><p>If you're investing in land or planning to build, you should understand what this report is and what it can reveal. For $500, it can save you tens of thousands, and even help you avoid some deals you'd otherwise regret.</p><p>We break down who should use this report, when to order it, and how it fits into your land-buying strategy. Whether...
Inside a Senior Care Franchise Doing $21M in Revenue
<p>In this episode, the hosts review the franchise disclosure document for Comfort Keepers and debate whether senior in-home care franchising is a scalable wealth builder—or a people-management headache best left to the right operator.<br/><br/>Business Listing – https://drive.google.com/file/d/1r5H1kMC9XeqI5RudHPEJGf4iD-7hcNCl/view?usp=sharing<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.<br/><br/>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6...
#314 Budai Media Specials: Should You Hire a Marketing Agency for Your Ecom Brand? (Honest Advice)
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this episode, I'm...
Mastermind Series: What to Focus on Right Before You Launch
<p>How do you maximize the final days before your launch and convince people to sign up for your offer?</p><p>In this episode of our Mastermind Series, we are discussing how to maximize the time right before your launch.</p><p>From engaging with your audience via email and social media, adding last-minute incentives, to handling their objections - there are many things you can do to “bring them over the line”.</p><p></p><p>Resources:</p><p></p>Adaptive Marketing Program - Adaptive Marketing Program is an exclusive opportunity for online business owners, coaches, course creators, and...
Symposium - What Good Techs Do Different W/ Data
<p>Discover what separates elite HVAC technicians from average ones in this eye-opening session from the 7th Annual HVAC/R Training Symposium. Shelby Breger, co-founder of Conduit Tech, and Jim Bergmann, President of measureQuick, reveal what good HVAC techs do differently with data and how they leverage data to transform their diagnostics, commissioning, and service work.</p> <p>What You'll Learn:</p> Why top technicians deploy all 9 probes on every air conditioning system How proper data collection reduces callbacks by 24% or more The critical measurements most techs are missing (charge and airflow problems) Why benchmarking systems creates invaluable assets for...
#313 Budai Media Specials: How We Scale Ecommerce Brands to $10M (Step-by-Step Process)
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand.</p><br><p>I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's episode, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In...
Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford
<p >What does it take to close a high-net-worth client in the very first meeting? For Erin Botsford, the answer is for an advisor to position themselves as a risk expert and to create a sense of urgency to act in the prospects' minds. </p> <p >Erin is the founder of The Advisor Authority, and has developed a step-by-step formula for advisors to close more upmarket clients faster. She joins the show today to share how advisors can create positive first impressions by creating a "founders video", help prospects recognize their potential risk exposures in estate planning and insurance, and c...
Nugget: Three Areas That Make or Break Sales
<p>Getting more sales in your business does not have to be complicated. Three things have to be aligned in order to get those sales.</p><p>So the first thing is having the right audience and really understanding who you are speaking and marketing to. Understanding your audience’s needs, wants, desires, pain points, the things that they're striving for, and having a really clear understanding of who they are, will really allow you to speak to them in a way that they understand and connect with you.</p><p>That leads to the second thing, which is your me...
AI Builds Obsession for Financial Modelers to Refocus on Specification Testing and Trust Now
<p>In this episode of The ModSquad, Ian Bennett, Partner at PwC, joins Paul Barnhurst, Giles Male, and Ian Schnoor to discuss the rapid changes happening in financial modeling with the rise of AI. The team explores how AI tools like Claude are revolutionizing the industry, the critical role of strong modeling skills, and the ongoing importance of trust in financial modeling. They also touch on the future of Excel in the age of AI and how professionals can adapt to stay ahead in this rapidly changing landscape.</p><p>Ian Bennett is a Partner at PwC, leading Deals Modeling...
How Microsoft is Making Excel an AI-Powered Platform with Product Manager Brian Jones
<p>In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Brian Jones, Vice-President: Microsoft Excel, Forms, Office Platforms, to discuss how Excel is evolving in the era of AI and large language models. They explore how Copilot, agent mode, and AI-driven features are reshaping how professionals build, analyse, and improve spreadsheets. Brian also shares insights into how AI can assist financial modelers, automate tedious spreadsheet tasks, and help users understand complex workbooks faster.</p><p>Brian Jones is the Vice-President: Microsoft Excel, Forms. He has worked at Microsoft since 1999 across several productivity platforms, including Word, Of...
Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee
<p >What if just the 10 'right' people seeing your content could grow your firm faster than 10,000 random viewers? Growing an advisory firm doesn't always require reaching the largest audience. In many cases, the right audience—clearly defined and intentionally engaged—can be far more powerful than broad visibility. </p> <p >Justin Brownlee has built a $500 million RIA serving just 75 households by targeting a specific niche and using LinkedIn with intention. In this episode, we break down how he created focused blog and podcast content for his ideal target client, strategically built a LinkedIn network inside target companies, and prioritized quality engag...
Rentals, Lending, and Flips in your Self-Directed IRA
<p>In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how investors can use a self-directed IRA, HSA, or solo 401(k) to invest in real estate and private lending. They cover the core strategies—rental properties, flips, land deals, and hard money loans—and explain how these accounts can be used to build wealth in a tax-advantaged way.</p><p>Mat and Mark also share real-world examples from their own investing experience, including buying rental properties inside retirement accounts, structuring private loans secured by real estate, and using Roth funds for high-growth opportunities. Alon...
The AI Shift No One Is Ready For w/ Callan Faulkner
<p>263: I sat down with <b>Callan Faulkner</b> to talk about what’s actually working with AI right now and how it’s changing the way we build and run businesses.</p><p><b>(Show Notes: REtipster.com/263)</b></p><p>A year ago, AI felt like a cool tool. Today, it’s becoming the operating system behind everything. In this conversation, we break down how AI agents, automation, and custom-trained systems are replacing manual work and unlocking massive leverage.</p><p>We also talk about what’s overhyped, what still requires human judgment, and how real estate investors (especial...
Excel Will Never Be the Same Again after AI Copilot with Brian Jones
<p>In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Brian Jones to explore how Excel is evolving in the era of AI and large language models. They discuss how Copilot, agent mode, and AI-driven capabilities are transforming the way users build, analyse, and improve spreadsheets. Brian shares insights into how Excel is becoming more like a developer tool and how AI can automate repetitive tasks while enhancing productivity for both beginners and advanced users.</p><p>Brian Jones is the Vice President of Microsoft Excel, Forms, and Office Platforms. He has been with Microsoft si...
How to Find, Vet, and Invest in Private Funds with a SDIRA (ft. Bridger Pennington)
<p>Visit Bridger's website: https://www.bridgerpennington.com/</p><p>On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in private funds.</p><p>They begin by establishing the role private funds play in today’s market and why capital continues to shift toward private assets, before turning to how investors are gaining access, including through self-directed IRAs, and what separates a well-structured fund from a poor one in manager selection.</p><p>They cover key diligence factors like audits, fund administrators, fee structures, an...
All About ESCO with Renee Tomlinson and MeasureQuick's Latest Features with Jim Bergmann
<p>In this short episode, the HVAC School team members talk with Jim Bergmann (measureQuick) and Renee Tomlinson (ESCO) about the latest and greatest that they brought to their booths at the 7th Annual HVACR Training Symposium.</p> <p>First, JD Kelly spoke with Renee about ESCO Institute's educational offerings. ESCO offers a mix of books and online training content, including new training for A3 refrigerants, a new CO2 (R-744) training manual, and the newly released second edition of System Performance. ESCO has been working with Visual 3D Academy to bring augmented reality (AR) training to the market. Beginners and a...
Michael Sidgmore on Winning the Wealth Channel
<p>In this episode of The Rainmaker Podcast, Gui Costin sits down with Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures and Founder of Alt Goes Mainstream, to unpack one of the most important structural shifts in asset management today: the convergence of private markets and private wealth.</p><p>Michael begins by walking through his path from growing up outside Washington, D.C., to studying at the London School of Economics, where he first gained exposure to private markets by leading one of the world’s largest student-run hedge fund and private equity conferences. That early immersion led to ro...
Self-Directing 101: The 5 Golden Rules of Self-Directing
<p>What if your retirement account could invest in anything you believe in?<br/><br/>Welcome to Directed IRA's new podcast series, Self-Directing 101. In this series, Mat and Mark will be covering everything you need to know to get started when it comes to self-directed investing. <br/><br/>Today's Episode: The 5 Golden Rules of Self-Directing<br/><br/>From finding your own deals to avoiding costly mistakes, Mat and Mark cover what actually separates successful investors from the ones who fall off the “magic carpet ride."<br/><br/>If you’re serious about building wealth with a self-directed IRA, this episode is yo...
Nugget: Ethical Sales Create Long-Term Success
<p>Let's change our perspective about selling because when we put our offer out into the marketplace, we have an incredible opportunity to help others with the transformation that they're seeking.</p><p></p><p>If fact, when we hold back and we don't put our product, service, solution, out into the market, in a way it’s kind of greedy because you're not sharing your goodness with the world.</p><p></p><p>We need to reprogram our thoughts around the concept of selling because it's not a negative thing. Selling is serving. Selling is sharing. You can sell et...
What is a Self-Directed IRA?
<p>What is a self-directed IRA, and how does it actually work?<br/><br/>In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the most foundational concepts in self-directed investing. If you have ever felt limited by traditional retirement accounts or wondered if you can invest your IRA in assets outside of Wall Street, this episode is for you.<br/><br/>As part of our Self-Directing 101 series, this conversation is designed to simplify the concept, clear up common misconceptions, and help you understand how to take control of your retirement strategy.<br/><br/>...
Why Discipline Matters in Fundraising With Larry Pokora of Tilden Park Capital
<p>In this episode of the Rainmaker Podcast, Gui Costin sits down with Larry Pokora, Managing Director on the Investor Relations team at Tilden Park Capital, to unpack a 30+ year career spanning traditional asset management, alternatives, and institutional fundraising. The conversation moves from Pokora’s blue-collar upbringing in Pittsburgh to his hard-earned perspective on what actually drives long-term success in fundraising.</p><p>Pokora begins by tracing his career back to an unconventional starting point: working as a programmer analyst at Mellon Financial Services after attending the Community College of Allegheny County. That early technical role, he explains, trained him to...
Better Seen than Viewed w/ Jim Bergmann
<p >In this heartfelt and wide-ranging episode, host Bryan reconnects with Jim Bergmann of measureQuick after nearly three years apart. The reunion is anything but ordinary — Jim opens up about a serious battle with non-Hodgkin's B-cell lymphoma that sent him through not one but two rounds of chemotherapy, ultimately requiring a cutting-edge CAR-T cell immunotherapy treatment at the Cleveland Clinic. Jim shares the remarkable medical journey of having his T cells extracted, genetically modified in a Maryland lab, and reintroduced into his body to permanently attack cancer cells. Now past the critical six-month remission milestone, Jim is back, healthy, and mo...
Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon
<p >At some point, firm founders often find that their time is divided between attracting new clients and serving current ones (and running their business). This episode explores how it's possible to delegate technical work to a centralized planning team, segment clients by revenue, and leverage asynchronous communication tools to create client touchpoints while devoting significant time to closing new clients. </p> <p >Jake Falcon, founder of Falcon Wealth Advisors, has built a $1 billion advisory firm for nearly 900 client households in part by focusing on his strengths as a 'rainmaker' bringing in new clients while stepping back from day-to-day planning a...
Nugget: Be Patient With Your Growth
<p>Launches can be overwhelming with so many moving parts going on at the same time.</p><p>You've worked really hard, you put a lot of time and energy into it.</p><p></p><p>You really want it to do well, and it can get very emotional at times.</p><p></p><p>But the important thing is that you’re putting yourself out there, which is what most people do not do.</p><p></p><p>That is a big accomplishment, congratulations!</p><p></p><p>So don’t forget to give yourself some grace during this peri...
From Rockstar to Zero as a Land Investor w/ Mike Ferreira
<p>259: For years, Mike Ferreira was one of the heavy hitters in the land investing space. He built a highly automated land flipping business, selling owner-financed properties with huge margins and predictable cash flow.</p><p><b>Until it stopped working.</b></p><p><b>(Show Notes: REtipster.com/259)</b></p><p>In this episode, Mike shares how market shifts, junk land, seller financing risk, and ego led to the collapse of his real estate strategy—taking him from millionaire status to deep debt.</p><p>This isn’t a highlight reel. It’s an honest conversation about what happens when s...
Tips For Aligning the Forecasting Process between Finance and Operations with Amber Johnson
<p>In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Amber Johnson to discuss forecasting, financial modeling, and how operational decisions impact financial outcomes. They explore the connection between logistics forecasting and financial forecasting, the importance of tracking forecast accuracy and bias, and how small operational issues can create large financial impacts. Amber also shares lessons from her experience working with data, forecasting demand, and helping businesses improve their systems and decision-making.</p><p>Amber Johnson is a fractional industrial engineer and the founder of Peachy Profitability, where she helps teams work smarter through process im...
Launch Interview Series: Turning Your Uniqueness Into a Business Advantage — with Katie Hornor
<p>In this episode, we are talking with Katie Hornor, a lifestyle business coach and best-selling author, about her journey of starting a business around her uniqueness in a foreign country.</p><p>Katie is sharing some of her strategies for building an email list, finding joy in helping others find their uniqueness, why you don’t need a huge email list to be successful, and adopting the attitude that it’s not over till it’s over.</p><p>We are also talking about how pretending to be someone else to shine among others will only make you burn out; h...
Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh
<p>While Artificial intelligence (AI) tools offer financial advisors the prospect of greater operational efficiency, the real opportunity goes beyond saving time. This episode explores practical ways advisors can use AI not only to streamline workflows, but also to elevate the client experience with clearer insights, stronger storytelling, and deliverables that make a firm's value instantly tangible to prospects and clients.</p> <p>Christopher Haigh is the CEO of Iconoclastic Capital, an RIA based in Rochester, New York, that oversees approximately $60 million in assets under management for 120 client households. Listen in as Christopher shares how he's adopted AI tools across...
Transfers, Rollovers, & Contributions for Your Self-Directed IRA
<p>Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/</p><p>Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA?</p><p>In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect.</p><p>They cover the three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA tr...
The Land Market Has Shifted. Here's What Works Now.
<p>264: A special roundtable episode where four active land investors (Katie Desmarais, JT Olmstead, Shelby Wengreen, and Arturo Paturzo) come together to talk about what's really working in the land business right now, and what's not.</p><p><b>(Show Notes: REtipster.com/264)</b></p><p>One year after launching <b>Stride CRM</b>, I wanted to bring together a group of investors who are actively in the trenches to have an honest conversation about the market shifts we're seeing. The truth is, the land business has changed. Some strategies that worked just a year or two ago are now...
Inside a Senior Care Franchise Doing $21M in Revenue
<p>In this episode, the hosts review the franchise disclosure document for Comfort Keepers and debate whether senior in-home care franchising is a scalable wealth builder—or a people-management headache best left to the right operator.<br/><br/>Business Listing – https://drive.google.com/file/d/1r5H1kMC9XeqI5RudHPEJGf4iD-7hcNCl/view?usp=sharing<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.<br/><br/>Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6...
Building a Launch That Actually Works
<p>In this episode, we are discussing how to create a proper runway leading up to your launch that will set you up for success by mapping out the journey for your audience step-by-step leading them from getting them into your world, building connections, creating excitement and anticipation and finally making the offer and leading them to an informed buying decision.</p><p></p><p>Find the full show notes here: https://onlinemarketingpodcast.com/building-a-launch-that-actually-works/</p><p></p><p>Resources</p><p></p>Adaptive Marketing Program - The Adaptive Marketing Program is an exclusive opportunity for online business owners, coaches...
318. What Sets You Apart: Branding For Business Growth
<p >Gal Borenstein chats with Dave Molenda to explore why branding and marketing are critical investments for any business. They discuss how to identify what truly sets your company apart and share insights on crafting a memorable, high-quality customer experience. Tune in to learn how a strong brand and thoughtful marketing can elevate your business and leave a lasting impression on your customers.</p>
314. Creating Space For Positivity
<p >Sharon Springer from Whole Life, Mind & Body joins us for a powerful conversation about how negative thoughts and habits impact our lives and leadership. She and Dave explore the gradual, intentional process of transforming those patterns to cultivate a more positive and productive mindset. Sharon also shares practical insights for leaders, including the importance of active listening in creating meaningful connection and growth. Tune in for an inspiring conversation filled with practical tools to help you shift your mindset and lead with greater intention and impact.</p>
Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright
<p>Most advisory marketing doesn't fail because advisors aren't trying—it fails because the funnel breaks in predictable places, leaving great content and good intentions without a clear path to consistent leads. This episode explores the most common "break points" in advisor marketing funnels, as well as what it takes to build a strategy that attracts the right prospects, communicates value quickly, and makes it easy for prospects to take the next step towards becoming a client.</p> <p>Kendra Wright is the owner of Rebel Media Agency, a marketing firm based in Austin, Texas, that helps RIAs establish and ex...
312. The Power Of Video: Turning Stories Into Sales
<p >Conner Zornow from Black Raven Media joins us to discuss how video drives business growth. He and Dave dive into the power of storytelling and the importance of creating an emotional connection with your audience to achieve stronger results. Conner also shares three major trends to watch in 2026. If you're looking to elevate your marketing strategy, this conversation is packed with practical insights you won't want to miss.</p>
Would You Bet $1.6M of Equity on This California Courier?
<p>In this episode the hosts talk about buying a 49-year-old California courier business generating $770K in cash flow—but debate whether the 5x multiple is justified given growth limits, customer concentration risk, and potential regulatory threats to its 1099 driver model.<br/><br/>Business Listing – https://www.bizquest.com/business-for-sale/profitable-courier-business-for-sale-in-california/BW2474620/<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.<br/><br/>💰 Sponsored by:<br/>Acquisition Lab – Your fast-track to business ownership. Get hands-on support, world-class resources, and join a top-tier...
Building Science at the Kitchen Table: Using Testing to Close the Sale
<p >Recorded live at the 7th Annual HVACR Training Symposium, this episode brings together Roman from HVAC School and building science practitioner Brynn for a deep-dive conversation on one of the most pressing challenges in the HVAC industry: how contractors can use building science principles not just to solve problems, but to communicate value and close sales at the kitchen table. With 26 years of industry experience and 15 years of consistently applying building science in his contracting business, Brynn shares the process his team has refined to help homeowners understand their comfort problems — and confidently invest in the right solutions.</p> <p...
Mike Castino on Market Makers, Platform Fees, and Building a Boutique ETF Firm
<p>In this episode of the Rainmaker Podcast, Gui Costin sits down with Mike Castino, President of Sound Capital Solutions, for a deep dive into the mechanics of ETF creation, distribution, and the accelerating structural shift reshaping investment management.</p><p>Mike's career began on the floor of the Chicago Mercantile Exchange, where he spent 12 years as an independent futures trader before transitioning into the investment management industry. His first sales role came at Claymore ETFs — one of the original ETF families, eventually acquired by Guggenheim and later Invesco — where his trading floor instincts translated directly into his commercial style. From...
316. The Freedom Code: Breaking Barriers To Success
<p >This week, we're honored to welcome Trevor McGregor as he shares how to master your mindset and identify the barriers that can stand in the way of success. He introduces his "Freedom Code" and explains the kinds of freedom you can experience when you shift your mindset and follow a clear strategy for achieving your goals. Tune in to learn how the right mindset and strategy can help you create the freedom you've been looking for.</p>
309. Warm Marketing: Turning Connections Into Customers
<p >This week, Billy Sammons from Live Local Warm Marketing joins us to talk about warm marketing and how it can help your company grow. He shares insights on adding value and building real connections to attract new customers. Billy and Dave also discuss practical ways to stay customer-focused and consistently deliver value.</p>
Financial Modelers Must Master the Fundamentals Before Trusting AI with Chris Reilly
<p>In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes back Chris Reilly for a deep and practical conversation on financial modeling fundamentals in the age of AI. Chris shares why mastering the basics still matters more than ever, how AI is changing modeling workflows in reality (not hype), and where automation genuinely adds value versus where human judgment is still essential.</p><p>Chris Reilly is a former private equity professional and financial modeling expert with experience spanning restructuring, FP&A, treasury, and middle market private equity. He began his career at FTI Consulting during the fi...
Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens
<p>Search has changed—and so has the way advisory firms can earn visibility online. This episode explores how early investments in SEO can compound over time, how today's "findability" now includes AI tools like ChatGPT, and what it takes to build a marketing engine that not only attracts the right prospects, but also supports sustainable firm growth for the long haul.</p> <p>Helen Stephens is the founder of Aspen Wealth Management, an RIA based in Fort Worth, Texas, that oversees $670 million in assets under management for 342 client households. Listen in as Helen shares how her SEO strategy evolved al...
Heat In....Heat Out: All About Heat Transfer w/ Joe Joe The HVAC Man - Short #281
<p>Join Joey Henderson LIVE from the 7th Annual HVAC/R Training Symposium in Florida! This essential training breaks down the science of heat transfer into practical field techniques every technician needs.</p> <p>What You'll Learn:</p> Understanding sensible heat (dry bulb) vs latent heat (wet bulb) removal Why airflow matters Heat transfer diagnostics BEFORE pulling out gauges Gas furnace temperature rise troubleshooting How all about heat relates to cooling, heating, and refrigeration Inverter/cold climate heat pump heat transfer principles Target saturated temperatures <p>Key Takeaways:</p> Industry capacity standards Why humidity removal takes MORE energy than temperature...
Private Money Lending in a Self-Directed IRA
<p>If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.<br/><br/>Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA.<br/><br/>Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant.<br/><br/>We’ll cover:<br/>- How to structure loans using promissory notes and trust deeds<br/>- Which borrowers and assets your IRA ca...
Andrew Fentress on Building a Risk-First Private Credit Platform
<p>In this episode of The Rainmaker Podcast, Gui Costin sits down with Andrew Fentress, Co-Founder of ACRES Capital, to discuss his career path, the formative experiences that shaped his leadership style, and the lessons he carries forward from multiple market cycles. The conversation blends personal background with practical insights on sales, investing, and long-term platform building.</p><p>Fentress begins by tracing his early life in the Washington, D.C. area, where he grew up surrounded by competition, entrepreneurship, and professional athletics. Exposure to business builders and elite performers at a young age instilled an appreciation for discipline, preparation...
What Every Finance Student Should Learn Before Graduating with Riley Edwards
<p>In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Riley Edwards to discuss what it’s like starting out in financial modeling and how those skills carry into real-world financial planning. The conversation covers early mistakes, learning experiences, and the importance of presenting financial information clearly. Riley shares his journey from studying finance to working in wealth management, along with how financial modeling helped him build confidence, improve communication, and handle client conversations more effectively. </p><p></p><p>Riley Edwards is a Financial Planning professional at IG Private Wealth Management, working with Fox-Revett Heslegrave & Asso...
317. The Unbeatable Mind: Lessons In Growth, Trust, And Alignment
<p >Mark Divine —an entrepreneur, podcast host, "accidental" author, and Navy SEAL veteran — joins the show this week to discuss mindset and what it means to develop an unbeatable mind. Drawing from his military experience, he shares insights on cultivating a positive mindset, building a shared vision, and fostering trust in the workplace. Mark and Dave also explore what makes a team successful, highlighting the importance of aligning individuals with a company's goals and purpose.</p>
#311 Budai Media Specials: Give Me 13 Minutes, And I’ll Improve Your ROAS by 237%
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this episode, I'm...
The End of Easy Land Deals w/ An Undercover Millionaire Land Investor
<p>260: A few years ago, JB was running a 7-figure land investing business built almost entirely on direct mail and blind offers.</p><p>Now? Things have changed.</p><p><b>(Show Notes: REtipster.com/260)</b></p><p>In this episode, we talk honestly about what’s not working in land investing anymore, why “send more mail” isn’t the answer, and how JB pivoted from small land flips to large subdivide deals and million-dollar acquisitions.</p><p>We talk about tighter margins, rising competition, double-closes, ROAS collapse, and the uncomfortable questions most land investors are asking privately but not publicly...
Adding Plumbing To Your HVAC Business - Short #282
<p>Looking to Add Plumbing To Your HVAC Business? Learn the critical pitfalls to avoid before you make the leap! In this livestream from the 7th Annual HVAC/R Training Symposium, service plumber and third-generation tradesman Nate Agentis breaks down why adding plumbing to your HVAC business isn't as simple as hiring a plumber and stocking PVC on your trucks.</p> <p>What You'll Learn:</p> Why most HVAC companies fail when adding plumbing services The hidden costs beyond just hiring plumbers Marketing challenges specific to emergency plumbing How to structure your plumbing division for success The importance of leadership...
311. Building To Scale: Lessons From A Lifelong Entrepreneur
<p >Chief Fire Starter and CEO of Fireside RV Rental Garr Russell joins the podcast this week to discuss building and scaling a business. An entrepreneur since the 5th grade, Garr shares his journey of launching companies, expanding them, and successfully franchising along the way. Don't miss this episode packed with real-world experience and actionable strategies to help you take your business to the next level.</p>
From Operator to Investor: How Nate DaPore Built Roo Capital Around Talent and Execution
<p>In this episode of the Rainmaker Podcast, Gui Costin sits down with Nate DaPore, Founder of Roo Capital, to explore how an operator’s mindset, disciplined sales execution, and hands-on value creation have shaped a differentiated venture capital platform.</p><p>DaPore’s story begins with early exposure to sales and entrepreneurship out of necessity. Paying his own way through college, he convinced a car dealership to give him a trial selling cars over the summer, quickly outperforming expectations and earning enough to fund his education. That formative experience reinforced two core themes that would define his career: accountability and...
The National Squash League: Reinventing Pro Squash
<p>In this special edition of the Rainmaker Podcast, host Gui Costin sits down with Spencer Lovejoy, Co-Founder and CEO of the National Squash League (NSL), and BG Lemmon, co-owner of the Philadelphia Lightning, to unpack what it takes to build a modern sports league from the ground up, and why squash is uniquely positioned for a team-based reinvention.</p><p>The conversation opens with Spencer’s journey from junior squash in New Haven to competing professionally on the global circuit, and ultimately to co-founding the NSL alongside his partners. After years of playing an individual sport that often felt is...
Building Trust at Scale: Brian Willer on Leading High-Performing Institutional Sales Teams
<p>In this episode of the Rainmaker Podcast, Gui Costin sits down with Brian Willer, Senior Vice President and National Sales Manager of Institutional Business Development at Federated Hermes, to discuss leadership, communication, and the operational discipline required to scale an institutional sales organization.</p><p>Willer begins by reflecting on his early background growing up in Maine with no direct exposure to investment management. His interest in financial markets was sparked by curiosity rather than formal guidance, eventually leading him to Bryant University, where a trading simulation room cemented his desire to enter the industry. He launched his career...
$37M for Jet Skis?! Inside a Lake Powell Rental Empire
<p>In this episode the hosts analyze a $36M Lake Powell boat and powersports rental empire, debating whether the massive fleet of boats, jet skis, ATVs, and marina access creates an incredible asset yield—or an overpriced operational headache.<br/><br/>Business Listing – https://www.boatrentalslakepowell.com/business-for-sale/#:~:text=A%20boat%20rental%20business%20for%20sale%20is,email%20lists%2C%20supplier%20prices%2C%20and%20phone%20systems**<br/><br/>Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.<br/><br/>Looking to build a profes...
#312 Budai Media Specials: How We Made $760K in 3 Months With SMS Marketing
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand.</p><br><p>I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In...
#317 Budai Media Specials: The $400K Health Ecommerce Google ads account
<p>You're listening to The Ecom Show, the podcast where we dive deep into the minds of top e-commerce entrepreneurs, marketers, and agency owners to uncover the most effective strategies and tactics for scaling your brand. I'm your host, Daniel Budai, e-commerce retention marketing expert and founder of Budai Media.</p><br><p>Before we jump into today's conversation, just a quick reminder, if you enjoy the show, subscribe and share it with at least one friend. We don't run ads and rely solely on organic growth, so your support means the world.</p><br><p>In this episode, I'm...
Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko
<p>Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want.</p> <p>Andy Panko is the owner of Tenon Financial, an RIA based in Metuchen, New Jersey, that oversees $323 million in assets under management for 105 client households. He joins the show today to share why he chose to hire two additional advisors (even though his solo practice already met his lifestyle goals), as well as why he prioritized hiring mid-career professionals...
Open Forum Q&A
<p>Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved.<br/><br/>In this live session, Directed IRA Vice President of Sales Nate Hare, along with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A.<br/><br/>This format gives attendees the opportunity to ask practical questions and get straightforward answers about using retirement accounts to invest in alternative assets.<br/><br/>This is not intended to be a deep legal or tax presentation. Instead...
How to Attract the Right People Into Your Challenge Launch
<p>As online marketers, we spend so much time planning and building our challenge launches but often overlook actually filling them with engaged participants.</p><p>This is a crucial mistake, as the number of people who join your challenge launch will directly impact your results and success.</p><p>In this episode, we are discussing why you have to put the pedal to the metal and focus on promotion during this phase.</p><p>Don't worry about "bugging" your audience with reminders - people want and need to hear from you, and different people will see your messages at...
Troubleshooting Tips and Tricks w/ Let's Be Techs
<p >In this episode of the HVAC School Podcast, host Bryan sits down with Johnny, the creator behind the popular social media channel "Let's Be Techs." Johnny brings a wealth of hands-on experience to the table, having spent his first 13 years in residential HVAC before transitioning into commercial refrigeration. He shares his unconventional path into the trade—starting out building houses before being recommended to an HVAC contractor—and how the lack of quality mentorship early in his career motivated him to create educational content for technicians. His videos, which began as a fun hobby and a way to teach his...
Paul Stanton on How Founder-Led Brands, Content Marketing, and Agentic AI Are Reshaping Capital Raising
<p>In this episode of the Rainmaker Podcast, Gui Costin sits down with Paul Stanton, a partner at Thesis Driven and PTB, a real estate investment banking boutique. The conversation spans Paul's career journey, the power of content marketing in the investment world, and the transformative potential of AI for business builders.</p><p>Paul's path into real estate began after college at the University of Richmond, where he started in brokerage at Newmark before moving to the investment and development side. He later pursued a forward-thinking thesis around flexible office space, acquiring boutique Class B office buildings and operating...
Crypto Market Reset: What To Do Now
<p>After every major run-up comes a correction – and after every correction, serious investors ask the same question:<br/><br/>What should I be doing now?<br/><br/>Directed IRA founder Mat Sorensen will host Tillman Holloway, Founder & CEO of Arch Public, and Arch Public co-founder Andrew Parish for a practical conversation on the current state of crypto markets and how disciplined investors are thinking about portfolio positioning after recent volatility.<br/><br/>In this session, we’ll cover:<br/>- What historically happens after major crypto market corrections<br/>- How algorithmic trading strategies respond to volatility<br/>- Risk...
313. Getting Rid Of The People Drama!
<p >Tom Healy from People Ops 360 joins the podcast today to discuss why investing in human resources is one of the smartest decisions a company can make. He and Dave explore what it really takes to build a strong organizational culture and how HR plays a critical role in shaping the employee experience. From hiring and development to engagement and retention, they break down how thoughtful HR strategies drive long-term success.</p>
Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell
<p>Reaching next-generation clients at scale often requires rethinking how financial planning is built, priced, and delivered. This episode explores how a tech-forward, flat-fee model can expand access to planning, create a consistent client experience, and unlock new growth channels both through direct-to-consumer marketing and partnerships with other advisory firms.</p> <p>Adam Dell is the founder of Domain Money, an RIA that operates virtually nationwide, serving 1,400 clients and expecting to generate approximately $10 million in revenue this year. Listen in as Adam shares how his firm built a financial planning software solution from the ground up to address the specific...
The New Reality of Land Investing w/ Dave Denniston
<p>265: Dave Denniston is back on the REtipster Podcast to talk about his pivot into curative title investing, why he stopped sending 60,000 mailers a month, and what the land business really looks like from the inside of a $3M+ operation.</p><p><b>(</b><b>Show Notes: REtipster.com/265</b><b>)</b></p><p>Dave is one of the most active investors I know, and in this conversation, he gets refreshingly honest about what is working and what is not. He made over 800 cold calls just to close his very first curative title deal. Along the way, he walked me...
