Grant Aldrich is the Founder and CEO of, 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 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

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

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

Mentioned in This Episode:

Grant Aldrich on LinkedIn

Entrepreneurs’ Organization


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


HedgeCoVest, SMArtX Advisory

SS&C Advent

Black Diamond Platform



Adhesion Wealth Advisor Solutions, Inc.


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


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

Consumer Financial Protection Bureau

H&R Block



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


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


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


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



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


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


Sidney Clevinger is the CEO of Fritz Advertising Agency, a digital marketing and digital advertising agency that helps people with generating leads online through social media and other online avenues and also teaches people how to convert leads into closed sales. It is a resource-driven company that focuses on tried-and-tested systems, scripts, and training around closing leads to get results. Sidney shares some of his insights about the importance of knowing and advertising to your ideal client and why media plays such a critical role in generating leads and closing sales. Tune in to find out more!


Key Takeaways:

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

[:58] Who is Sidney and what does he do?

[2:03] Sidney explains the rationale behind why he teaches people not only how to get leads but also how to close them.

[4:03] How does Sidney help people generate and close leads?

[4:48] What sets Sidney apart from the rest of his competition? He explains more about his Unique Selling Proposition.

[8:00] Sidney shares an example of how he helps his clients with the different parts of the sales cycle.

[11:10] Sidney elaborates on the importance of knowing your ideal client and how brand identity and direct response marketing tie into it.

[15:15] John and Sidney discuss why repeat customers are crucial, particularly to small businesses, and how to retain customers to turn them into repeat customers. Sidney also explains with some real-life examples.

[22:35] Set yourself up with an opportunity in a targeted and rich market by expanding your offerings to clients who have already bought into your initial offering.

[25:39] What is the success ladder? John and Sidney talk through some examples.

[29:23] Who are most of Sidney’s clients?

[30:41] What are some emerging trends Sidney sees regarding media and the different platforms available?

[33:53] Facebook is a powerful tool when it comes to targeting your ideal client and moving them to take action.

[40:19] Technology has made it cheaper than ever before to target people and advertise to them but most people do need experts to help them with the complexities of these areas.

[42:14] Get Sidney’s eBook How to Generate Highly Qualified Leads on Facebook for Free to learn more about his strategies for generating and closing leads.

[44:46] What tools and technology does Sidney use?

[49:18] John and Sidney discuss the misconception that if you give something away for free, then people are not going to need to pay you to do it.

[54:57] Get in touch with Sidney via Facebook with any questions you may have.


Mentioned in This Episode:

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

Sidney Clevinger on LinkedIn

Fritz Advertising Agency

Ice to the Eskimos: How to Market a Product Nobody Wants, by Jon Spoelstra

Documentary — The Creepy Line

Grant Cardone

The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies, by Chet Holmes

How to Generate Highly Qualified Leads on Facebook for Free, by Sidney Clevinger



Lead Ads Form







Constant Contact

Microsoft Dynamics



Tim Bornholdt is the co-founder of the Jed Mahonis Group, a company that works with businesses and startups to build mobile apps. The team focuses on everything around mobile apps — strategy, design, development, deploying and shipping it out to consumers. Tim and John discuss the importance of identifying the right client for your business, and why validating an idea is crucial to success. Tim also highlights how his company has helped various businesses generate more revenue and improve customer experience through an app, and what rookie mistakes to avoid if you’re thinking about launching an app for your business. Tune in to find out more.


Key Takeaways:

[:19] Who is Tim Bornholdt and what does he do?

[:53] How did Tim get into building mobile apps?

[2:07] How did Tim go from idea to execution?

[4:28] Tim unpacks what it means to validate an idea.

[5:50] Tim and his partner ended up switching their roles in the business. How did that happen?

[9:25] How has Tim managed to identify and cater to “the right client” in his business?

[13:20] John and Tim discuss the difference between an achievement entrepreneur and a lifestyle entrepreneur and how to work with people.

[17:53] John shares a personal anecdote of firing a client.

[20:16] What is Tim’s process for helping clients determine if they need an app and what they need the app to do?

[22:19] How does Tim determine if the app that his client asks for is the app that their customers want?

[25:31] John and Tim discuss the Great Clips App as a case study.

[30:52] How does Tim curate new ideas and improve on the apps that he creates?

[33:05] John gives a shout out to his sponsor, SmartVault.

[34:27] How does Tim deal with bad reviews on apps?

[39:32] Tim shares how he helped the Great Clips App collect good reviews.

[43:25] Get in touch with Tim to find out more about how he can help your company create a customized mobile app.

[44:43] Tim highlights some of the apps he has created for some smaller companies.


Mentioned in This Episode:

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

Tim Bornholdt

Jed Mahonis Group

Great Clips App

Kevin Kelly — 1000 True Fans

Abundance 360


Review Fire

Financial Gravity Podcast Episode 105: “Bill Hogsett — Take Control of Your Reviews”


Damion Lupo is the Founder and CEO of Total Control Financial, where he teaches people to tap into their 401(k) and IRA to give them more options and control over their retirement funds. He has owned multiple businesses, been involved in real estate and insurance, and now works on helping people make better financial decisions. John and Damion dive into many topics relating to financial planning, from the different strategies to the importance of understanding the differences between various financial products. Tune in to find out more about playing to your strengths and collaborating on your weaknesses!


Key Takeaways:

[:19] John introduces his guest for this episode — Damion Lupo.

[2:29] John and Damion discuss the importance of playing to your strengths, rather than trying to improve your weaknesses. That’s why you need a team around you.

[4:32] Damion highlights why trusting the right people is important.

[5:08] John gives a shout out to the sponsor, SmartVault.

[6:14] Who is Damion and what does he do?

[6:47] Some of what Damion is doing is contrary to Tom Wheelright’s strategies. Damion explains perspective on some of his strategies.

[10:43] Damion explains why it’s so important to understand what someone is trying to sell and how to use that to your advantage.

[13:50] John and Damion talk through a specific example of a strategy you can employ and how it relates to tax strategy.

[17:41] Damion has niched down on how to use certain assets.

[22:24] How has Damion solved for the fact that consumers don’t really understand the difference between different financial products?

[23:43] Damion and John discuss how they deal with operating in the clients’ best interests.

[27:53] You may have to pay a big premium for being cheap — it is expensive to be cheap.

[31:59] Damion shares a personal anecdote about a friend of his.

[33:08] People don’t make decisions based on math, but based on shortcuts.

[38:20] How can people find someone like Damion to help them with their finances?

[40:11] Damion highlights a “hack” — having a team.

[44:55] Get in touch with Damion via his website to find out more about how he helps people with their finances.

[46:42] Damion shares some final thoughts with an anecdote from his experience.


Mentioned in This Episode:

Damion Lupo

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

Tom Wheelwright

Financial Gravity Podcast Episode 028: “Tom Wheelwright — Reducing Taxes is Your Moral Obligation”

Tax-Free Wealth, by Tom Wheelwright

Freedom Founders dentists

QRP and eQRP

Influence: The Psychology of Persuasion, by Robert Cialdini

Strategic Coach

Gary Keller

Peter Diamandis

Tim Ferriss