Cameron Herold is an internationally acclaimed business coach, speaker, and successful author of  Double Double and Meetings Suck. He has 25 years of experience coaching entrepreneurs, and also runs a unique organization catered to executives in the operations space, the COO Alliance. On this episode, Cameron shares more about the delicate relationship between the CEO and COO in a company, how they work together and support each other, as well as why there was such a need for a platform for COOs to mastermind together. Tune in to find out more about the importance of the second-in-command in the organization, and their role in taking the organization to the next level.

Key Takeaways:

[:18] John introduces his guest for this episode — Cameron Herold.

[1:24] What is Cameron’s background and how did he get to where he is today?

[4:41] Cameron shares more about the role of the second-in-command in a company.

[7:14] The CEO should always have the COO’s back. Cameron explains what this means and how this ties in with getting feedback on the entire leadership team.

[13:46] Over time, we remain the same person, but we have to adapt to different situations.

[16:00] The CEO and COO need to work in tandem to improve themselves and grow together.

[18:21] Cameron shares the systemic reason why people are late for meetings, and how to address that problem.

[19:48] How did Cameron recognize the need for a coaching program for COOs?

[23:24] Cameron highlights how CEOs and COOs differ in terms of personality and how that impacts their working relationships.

[28:21] Cameron gives an example of a company where the CEO and COO complement each other.

[31:55] What kind of shock waves can we expect in relation to AI?

[38:46] One of the things Cameron discusses with participants at the COO Alliance is what they can do to move things forward.

[39:11] Find out more about the COO Alliance at the website, or check out some of the content at the Second in Command Podcast.

[41:29] It is important for leadership teams to work together to improve themselves and take the company forward in the right direction.

[43:59] To take your company to the next level, everyone needs not just to cheer on their own team, but also the rest of the leadership team.

Mentioned in This Episode:

Cameron Herold

Books by Cameron Herold

Entrepreneurs’ Organization

Vistage

EO EMP

1800-Got-Junk

Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business, by Gino Wickman and Mark C. Winters

“Monkeys Looking Sideways,” by Cameron Herold

Vistage Key Executive Program

COO Alliance

Strategic Coach

Kolbe

Culture Index

Shopify

Second in Command Podcast

Second in Command Podcast Ep. 03 – “Building Shopify with Harley Finkelstein”

Boston Dynamics

Abundance 360

Joe Rogan Podcast

Sheevaun is the Founder and CEO of Energetic Solutions, where she creates miracles in people’s lives. When she first started her business 15 years ago, there was hardly anybody else doing anything close to what she was doing in the area of energetics, business, and health. Sheevaun explains how she discovered her unique talents for helping people understand and change their energetics to influence their health and businesses, and how she built a business around it. Tune in to find out more.

Key Takeaways:

[:19] John introduces his guest for this episode — Sheevaun Moran.

[:53] What does Sheevaun do?

[2:58] How quickly do people start revealing their vulnerabilities and idiosyncrasies after Sheevaun’s introduction?

[4:08] The word ‘miracle’ helps people get past their logical brain and jump right into what it is they want.

[5:30] Sheevaun shares a little more about her journey to where she is today.

[10:08] How did Sheevaun heal herself from her sickness?

[13:40] How is energy related to health and business?

[15:58] Sheevaun explains more about flow states and a personal anecdote.

[19:54] Business is supposed to be factual but there is also an aspect of energy to it.

[20:49] Sheevaun and John talk through an example of a problem John faces in his business.

[26:51] How does Sheevaun help people understand the energy that they have, that they give off, and the impact that it has on others?

[31:24] It is easier to change someone’s energetics than it is to change their behavior.

[32:21] John and Sheevaun discuss the conflict between Sheevaun’s beginnings as a coder and how she deals with energy today.

[35:38] Find out more about Sheevaun and the work that she does by visiting her website, Energetic Solutions or Energy Mastery.

[37:24] What are some patterns Sheevaun has seen in her 15 years of experience?

Mentioned in This Episode:

Sheevaun Moran, Energetic Solutions

Energy Mastery

Steve Jobs, by Walter Isaacson

Books by Sheevaun Moran

Arlene Cogen is the founder of Arlene Cogen Consulting. She calls herself a Philanthropic Leadership Consultant who specializes in comprehensive financial planning to help people take care of their personal goals, financial goals, and create a legacy. She is a Certified Financial Planner and uses her 20 years of experience in the trust and investment world and nine years of experience with nonprofits to help families give charitable gifts they never imagined. Arlene and John discuss some of the benefits and shortcomings of the various tools available to people who want to make a difference in the world, community, and causes they care about. Tune in to find out more.

Key Takeaways:

[:18] John introduces his guest for this episode — Arlene Cogen.

[1:17] What does Arlene do?

[4:29] How does Arlene introduce the conversation about making charitable contributions when they’re afraid they’re going to run out of money?

[9:03] John shares an anecdote of some of the immediate benefits of charitable acts.

[11:43] Arlene has a few stories to share of how she has helped people.

[15:36] What are some of the tax benefits of the donor-advised fund, and why might someone be interested in one?

[21:30] John and Arlene discuss some of the limitations and downfalls of donor-advised funds.

[26:00] What’s the difference between setting up a foundation and a donor-advised fund?

[29:06] Arlene explains what the charitable remainder trust is. how it works, and how it differs from a charitable lead trust.

[34:47] What are some of Arlene’s strategies for people to make a charitable gift they never imagined?

[37:10] Arlene shares a lesson she has learned about leading by example.

[40:10] Why is it important to engage in making charitable contributions as a family?

[43:26] Check out Arlene’s book, Give to Live: Make a Charitable Gift You Never Imagined.

[45:37] John gives a shout out to Janet White Speakers Agency.

Mentioned in This Episode:

Arlene Cogen

Oregon Community Foundation

Give to Live: Make a Charitable Gift You Never Imagined, by Arlene Cogen

JW Speakers Agency

Grant Aldrich is the Founder and CEO of OnlineDegree.com, a company that has made it its mission to make higher education affordable and accessible to everyone, particularly working adults. Grant shares more about what prompted him to create his company and how he managed to create so much traction to get over 1,400 colleges involved, as well as some of the challenges he has faced and overcome in this journey. John and Grant also explore the economic model behind the business and how Grant is able to keep the platform 100% free for students. Tune in to find out more about how Grand is helping to fix the very broken education system.

Key Takeaways:

[:18] John introduces his guest for this episode — Grant.

[:53] John and Grant discuss the broken education system.

[2:18] What were some of Grant’s successes and failures in business?

[11:33] Grant shares more about his personality and compulsion to build.

[15:19] How did Grant get into the online education industry?

[17:32] Grant decided to tackle the issue, not of teaching people things, but of getting people a degree. He explains more about his thought processes toward this.

[19:30] What are some of the challenges that Grant has had to overcome?

[26:09] Grant explains the process of creating pathways for students to various universities.

[27:46] What’s the economic model behind this business?

[34:20] Grant shares more about what it was like entering the industry as an outsider and having to start from scratch.

[36:07] How does Grant fund his business?

[40:15] How does Grant deal with the problem of a student taking classes for a certain university but then not getting accepted by them?

[43:18] John and Grant discuss the dynamic that both universities and students don’t care for the initial 101 classes that are mandatory.

[46:03] How long has OnlineDegree.com been in operation and how it is progressing?

[52:04] Grant shares a personal anecdote of his own experience with college and how that led to the genesis of OnlineDegree.com.

[54:49] What are some of the challenges Grant still faces in this industry?

[58:07] Check out OnlineDegree.com and share the information about Grant’s work.

Mentioned in This Episode:

Grant Aldrich on LinkedIn

OnlineDegree.com

Entrepreneurs’ Organization

Vistage

Jordan Peterson

12 Rules for Life: An Antidote to Chaos, by Jordan B. Peterson

Singularity University

Colorado State

Evan Rapoport is the CEO of SMArtX Advisory Solutions, an independent-of-custodian platform that provides clients with real-time data to make instant decisions. He and his company have revolutionized the space to bring products and services that were previously only available to the uber-rich to everybody in a more transparent, cost-effective, and secure way. Evan and John dive into some of the shortcomings of some of the existing technology and platforms in this space, and how SMArtX has used technology to expand into the Turnkey Asset Management Program (TAMP) space. Tune in to find out more about how Evan and his company are turning the industry around.

Key Takeaways:

[:18] John introduces his guest for this episode — Evan Rapoport.

[1:26] How did Evan get into his business today?

[7:32] What role does SMArtX play in the industry today?

[10:34] Evan shares more about the partnership with SS&C Advent.

[11:55] Evan explains the role of SMArtX within the TAMP space.

[16:25] What has the evolution of the business been like?

[20:52] John shares some of his observations for the marketplace and how SMArtX allows its clients to be creative in building their portfolios.

[24:24] What are some of the benefits of working with SMArtX?

[29:30] John highlights that SMArtX is a technology firm that uses its own technology.

[32:28] Most great innovation comes from outside the industry.

[35:12] John and Evan discuss Black Diamond and its role in the success of SMArtX.

[40:13] Evan leaves us with some final thoughts.

Mentioned in This Episode:

Evan Rapoport

SMArtX

HedgeCoVest, SMArtX Advisory

HedgeCo.net

SS&C Advent

Black Diamond Platform

Envestnet

Vestmark

Adhesion Wealth Advisor Solutions, Inc.

Quovo

Michael Rozbruch is the Founder of the Tax and Business Solutions Academy and is a CPA who specializes in the tax resolution market. He discovered his niche in this industry after being fired from his corporate job and built his business in tax resolution from the ground up to a multi-million dollar company through marketing and sales. Today, he teaches other professionals in the accounting industry not just about tax resolution, but also how to market themselves and run a successful business. Michael shares his insights on the industry, the need for marketing and focusing on a niche, and other lessons from his entrepreneurial journey. Tune in to find out more

Key Takeaways:

[:18] John introduces his guest for this episode — Michael Rozbruch.

[:55] How did Michael get into the business of tax resolution?

[6:29] Most accounting type products are products themselves, rather than teaching you how to make the sale.

[9:08] Most CPAs are terrible business people.

[12:22] Michael shares his biggest takeaway from figuring out his marketing.

[16:50] Why did Michael decide to create the Tax & Business Solutions Academy?

[19:55] John and Michael discuss why people fear competition without considering the size of the market.

[23:36] How can people create authority for themselves?

[24:44] What was Michael’s experience with packaging his service and getting it out to the marketplace?

[30:03] What services does the Academy provide?

[32:56] Michael has taken the opposite route of many info-marketers.

[34:27] Michael and John discuss why it’s important for professionals in the accounting industry to lead with the result, not the product.

[38:56] What’s next for Michael?

[44:51] John makes a prediction for the future of the industry.

[50:34] Find out more about Michael and his work at his website or on YouTube for some free training.

Mentioned in This Episode:

Michael Rozbruch, Tax & Business Solutions Academy

Tax Resolution Domination System and Toolkit

Strategic Coach

Michael Rozbruch’s Tax and Business Solutions Academy on YouTube

Premiere Networks

GKIC

David and Goliath: Underdogs, Misfits, and the Art of Battling Giants, by Malcolm Gladwell

Consumer Financial Protection Bureau

H&R Block

TurboTax

Intuit

Drake Software

Ilise Benun is the founder of Marketing Mentor and uses her 30 years of experience to help creative people and independent professionals market themselves to get the clients they want and grow their business. She busts some myths about marketing and explains why marketing is really about creating and cultivating relationships with the right kind of clients. She also shares why she thinks people go about marketing themselves backward and how to deal with the frustration of a prospect that’s “ignoring” you. Tune in to find out more from the Marketing Mentor, and find out what the three marketing tools are that will help you succeed.

 

Key Takeaways:

[:18] John introduces his guest for this episode — Ilise Benun.

[:57] What does Ilise do?

[1:28] Ilise’s clients aren’t necessarily all from the “creative” industry.

[4:43] Ilise explains more about what she does.

[7:08] How does Ilise help people bring their marketing efforts forward and update their strategies to suit the times?

[8:18] Ilise makes a distinction between content creation vs. interacting with actual prospects.

[10:01] How did Ilise get into the work that she does? She shares the story of her entrepreneurial journey.

[14:43] The myth about marketing is that it’s about bragging. The reality is that if you can share information about what you know that they don’t, then they come hungry to know how you can help them.

[15:22] Ilise helps business owners figure out who to market to, and how to do it.

[16:35] John and Ilise discuss her approach to cultivating clients.

[18:59] What’s frustrating for a lot of business owners is the silence of not hearing back from a potential client. Ilise explains how she helps her clients manage that.

[23:03] How does Ilise eliminate prospects who aren’t a fit for her?

[25:17] What’s Ilise’s process with her clients?

[27:38] John and Ilise dive into the nuances of commercial art vs. fine art (B2B vs B2C).

[34:22] John shares a personal anecdote of his client who is an artist.

[37:34] Ilise explains why she thinks most people are doing marketing backward.

[39:29] What are the three marketing tools Ilise recommends for creative professionals?

[43:03] Get in touch with Ilise via her website.

 

Mentioned in This Episode:

Ilise Benun, Marketing Mentor

Free 30 Min Session with Ilise Benun

Simplest Marketing Planner

National Association of Productivity & Organizing Professionals

“Am I Ignoring Her?” by Ilise Benun

Abstract: The Art of Design, on Netflix

Kalika Antao

Tomas Keenan is the co-founder and CEO of Top Class Installations, company that installs GPS tracking telematics units and dash cameras in commercial fleet vehicles, helping companies become more efficient. They are a third-party subcontractor that chooses from the very best products the market has to offer and offers installation and servicing functions to an organization to “track and view” their vehicles. Tomas explains more about the applications of what he does, as well as the potential for growth in this space as technology develops further. John and Tomas discuss the future of automated vehicles, and how he plans to capitalize on the increasing need and demand for telematics services. Tune in to find out more.

 

Key Takeaways:

[:18] John introduces his guest for this episode — Tomas Keenan.

[1:15] What does Tomas do?

[1:54] What are some of the applications of what Tomas does?

[4:28] 5G is the next game changer. Why is it going to have such an impact on Tomas’s business?

[8:25] Are there any new markets opening up in this ‘tracking and viewing’ industry that don’t exist now?

[10:42] Tomas shares how his business started out, and what it has evolved into.

[13:55] Tomas and John discuss the idea that he is helping bring autonomous vehicles to market faster.

[17:44] Tomas’ business has the potential for growth in the after-market sector as well.

[19:57] How has Tomas’s business grown and evolved over the years?

[22:22] How does Tomas plan to expand his business as a greater need and demand for his product and services emerges?

[25:48] Tomas does both installations and service work in his business.

[29:40] Tomas shares some of the biggest and most difficult lessons he learned from starting his first business.

[31:36] What is Tomas’s objective for listeners?

[36:14] Tomas has a new book out, Unf*ck Your Business.

[38:08] Get in touch with Tomas if you’re looking for a new business to get into!

 

Mentioned in This Episode:

SmartVault (Use Discount Code “TaxMasterNetwork” to save 15% for the entire first year)

Tomas Keenan

Tomas Keenan on Facebook

Tomas Keenan on LinkedIn

Tomas Keenan on Instagram

Unf*ck Your Business, by Tomas Keenan

Top Class Installations

Abundance 360

Mobileye

Tesla Automated Vehicle — Autopilot

 

Nick Raithel is the founder of 7-Hour Book, a company that focuses on helping business people to build their authority and get their message out to their audience by publishing their own book in just seven hours. He explains more about how he came up with his business idea for the 7-hour Book, and his key takeaways from his entrepreneurial journey. Nick also recently started a new business venture in the real estate investing space, and he explains what prompted his move to a completely new industry as well as his thoughts on the opportunities that exist, both in real estate and in other areas. Tune in to find out more.

 

Key Takeaways:

[:19] John introduces his guest for this episode — Nick Raithel.

[1:14] How did Nick get into the space that he’s in?

[3:36] How did Nick get into the real estate niche in terms of helping people become authors?

[4:48] Nick and John discuss how he stumbled into the real estate business for himself.

[7:17] Nick explains more about the 7-hour book concept.

[8:40] How does Nick ensure that his process accurately captures his client’s voice and message?

[11:40] What role does Nick play in the other aspects of publishing a book?

[12:41] What has Nick’s experience been with tangible books vs. e-books?

[13:44] Why do people form such an attachment to books?

[15:03] John shares a personal anecdote about his first book.

[15:47] How did Nick get into the book space?

[17:37] Writing a book forces you to crystallize your thoughts about what you’re doing.

[19:41] How did Nick’s real estate business evolve?

[21:40] Starting a business as a side hustle is difficult because it takes up a lot of time, energy and money. Nick and John share their experience on that front.

[27:26] In starting a business, it is important to have mentors and people who have already walked the path you’re pursuing.

[29:03] What is Nick’s real estate lane?

[30:35] Nick and John dive into the profit margins of flipping houses and other real estate transactions.

[35:53] How is Nick managing the financial part of his business with regard to meeting with banks?

[37:10] When it comes to financing, crowdfunding has emerged as a very viable way to raise money.

[41:18] There are opportunities that exist that nobody is looking at yet.

[46:17] Find out more about Nick and the work that he does on his websites and check out his podcast as well.

 

Mentioned in This Episode:

SmartVault (Use Discount Code “TaxMasterNetwork” to save 15% for the entire first year)

Nick Raithel — The 7-Hour Book

Nick Raithel’s Podcast — 7 Rules for Real Estate Investing

Jab, Jab, Jab, Right Hook: How to Tell Your Story in a Noisy Social World, by Gary Vaynerchuk

Upwork

Crushing It: How Great Entrepreneurs Build Their Business and Influence—and How You Can, Too, by Gary Vaynerchuk

Wine Library.tv

Financial Gravity Podcast Episode 88: “John Matheson — Revolutionizing the Commercial Loan Process”

Kickstarter

Crowdstreet

Abundance 360

 

Tiffany Toombs is the Founder and Director of Blue Lotus, a company dedicated to helping people overcome their limiting beliefs that hold them back, and author of the book Stop Being a Selfish Bitch. She helps people stop self-sabotaging and gives them the tools to rewire their brains and live their best life. On this episode, she explains more about why people engage in such self-destructive behavior and how neuro-linguistic programming (NLP) can help people frame their experiences differently and push past their own limiting beliefs. Tune in to find out more!

 

Key Takeaways:

[:18] John introduces his guest for this episode — Tiffany Toombs

[1:14] Where did the name Blue Lotus come from?

[3:01] What kind of approach does Tiffany adopt — therapeutic or coaching?

[4:06] John shares a personal anecdote of when his COO had to stage an intervention to help him stop engaging in destructive behavior. Tiffany explains how this is quite a common occurrence.

[9:16] One of the things that hold us back in life is our identities.

[13:34] Focus on the activities that make you happy.

[15:19] John gives a shout out to SmartVault.

[17:24] What is NLP and why should people know about it?

[20:39] Instead of treating the symptom, Tiffany aims to address the root cause and core problem that results in the symptoms.

[21:57] Tiffany explains a little more about “rewiring” the brain — it’s all about perception, particularly of failure.

[27:15] Tiffany’s company, Blue Lotus Mind, covers a wide array of topics.

[28:34] Tiffany’s book is titled How to Stop Being a Selfish Bitch. She explains more about the inspiration behind it.

[32:36] John and Tiffany discuss the word ‘selfish’ and how it ties in with living your best life.

[39:02] Societal norms don’t always reflect what reality should be.

[42:04] Get your copy of Tiffany’s book on Amazon and check out her work by visiting her website.

 

Mentioned in This Episode:

SmartVault (Use Discount Code “TaxMasterNetwork” to save 15% for the entire first year)

Tiffany Toombs on LinkedIn

Blue Lotus

Stop Being a Selfish Bitch: A Comprehensive Guide to Living Your Best Life Through Radical Self-Love, by Tiffany Toombs

Strategic Coach

Strengths Finder

NLP

NO EGO: How Leaders Can Cut the Cost of Workplace Drama, End Entitlement and Drive Big Results, by Cy Wakeman

Strategic Coach — The Experience Transforme