show episodes
 
TWC Talks is THE PLACE to go and hangout with Mike Walker and Taylor Welch, if you are any of the following: A consultant, educator, coach, practictioner, or strongly desire to go down any of these routes in the near future. In every episode, Mike and Taylor will discuss individual topics covering the biggest issues for consultant etc., the latest changes and trends to what's happening in the world of consulting and education, and most importantly How to think BIG and pave your path towards ...
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Conversations with global practitioners and scholars in different domains of sciences, arts and humanities, about education futures. Presented to you by the social futures team of the Faculty of Arts and Social Sciences and Educational Research at Lancaster University, UK. With our guest speakers, we consider how their work links to education futures, providing examples of artefacts and projects to situate possible futures for education. If you are working, managing or researching in any are ...
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The Fields Association discuss all matters in connection with the decision to place an unprecedented 1700 single male Asylum Seekers in the old disused airbase outside of this small rural village. Each episode will explore in depth, all the questions community members near and far are asking in relation to this thorny issue now that is part of our everyday lives. Interviews with individuals from different organisations, sharing their knowledge, will help us and others, navigate through this ...
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Tired of losing revenue because patients aren't converting into treatments? Join Bob Miglani and industry experts on The Marketing for Doctors Podcast as they crack the code on patient capture and conversion. Each episode is packed with actionable marketing strategies from real specialty doctors, designed to help you: Attract new patients with proven techniques Turn prospects into paying patients with effective conversion strategies Generate a steady stream of referrals through patient loyal ...
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To Be Honest (TBH) is a new blog created to provide unbiased news stories, short news and latest trends on Finance, Health, Social, and Tech. We are dedicated to delivering to you pure facts and summaries of most popular events of current times and near future. We take pride in providing innovative ideas, finance-related information and guides for the benefit and betterment of our readers. Furthermore, we aim to remain neutral, not politically biased or influenced, but motivated only to perf ...
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Are you ready to dive into the world of marketing and technology like never before? Join Trevor Robinson and Ira Sharp on their thrilling podcast, "Cold Takes Popular Opinions," as they explore the hottest trends in technology and AI and their impact on modern marketing. With their unique and refreshing takes on these topics, Trevor and Ira leave no stone unturned in their quest to provide you with the latest insights and ideas for your business. They also interview some of the leading exper ...
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show series
 
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds Our episode today featured Christine Schmidt and Julie Westbrock, advisors with Trust Point. Both are heavily involved with business owner clients; one from the Family Office area and the other from the Wealth Management area. Today's topic was no…
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In this episode of the Marketing for Doctors podcast, host Bob Miglani sits down with the renowned ophthalmologist, Dr. Emil Chynn, to discuss the key strategies and insights that have led to his marketing success in the medical field. Dr. Chynn shares his journey from pioneering LASEK surgery to becoming a top brand in the industry. He emphasizes …
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In this episode of The Wealthy Consultant Podcast, Mike Walker shares the vital importance of noticing and leveraging small details in life and business. Through an engaging story about an extravagant event at Elon Musk’s house, Mike illustrates how attention to detail can lead to significant differentiation and success. He urges listeners to adopt…
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In this episode of TWC Podcast, Mike Walker explores the concept of frustration in business. He explains how the gap between expectations and reality can lead to perpetual frustration for highly competent individuals. Mike advises listeners to embrace reality and take ownership of their frustrations, rather than remain stuck in a negative mindset. …
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Reluctantly Resilient: Tools for Building Resilience in Transition Author and CEO, Chrissy Myers joined us today on Poised for Exit. Chrissy's experiences in family business transition (her own) coupled with the services she delivers for business owners made for a very interesting interview! Chrissy's family firm is 50 years old. She bought it in 2…
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In this episode of the Marketing for Doctors podcast, host Bob Migliani interviews Dr. Ted Sees, a successful optometrist with specialty practices in Rockford and Belding, Michigan. Dr. Sees shares insights on why specializing in optometry is crucial in today's competitive market and how marketing plays a vital role in attracting the right patients…
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In this episode of the TWC Talks podcast, host Mike Walker discusses the inevitable topic of handling refunds in business. He emphasizes the importance of being prepared for refund requests by having a clear refund policy, thoroughly training your team, and providing alternatives to refunds. Mike shares insights from his book 'The Exceptional Exper…
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Lessons Learned: Navigating Company Culture during a Business Sale Today's episode featured Brent Peterson, Founder and President of several companies over the years, and most recently a firm called ContentBasis. Brent shared his exit story with us today that he believes could have been so much better, had he known then what he knows now! Of course…
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In this episode of the TWC Talks Podcast, host Mike Walker welcomes Gabriel, a key leader and Partner at The Wealthy Consultant, to discuss her extensive and dynamic career journey. Gabriel shares her experiences from starting in finance, managing a family business, and overcoming significant challenges to joining and transforming roles at Taylor's…
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Join host Bob Miglani in a captivating conversation with Dr. Brianna Rhue on the Marketing for Doctors podcast. Dr. Rhue, an optometrist turned tech entrepreneur, shares her journey from practicing medicine to owning and marketing her own business, Dr. Contact Lens. In this episode, Dr. Rhue delves into the importance of understanding the business …
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In this episode of TWC Talks, host Mike Walker discusses how advancing in business invites new challenges. He reflects on recent events in Nashville, including a two-day book writing workshop and a one-day Launch Kit event aimed at helping beginners. Mike emphasizes the importance of solving higher-value problems and shares insights from a conversa…
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In this episode of the TWC Talks podcast, host Mike Walker, delves into the challenges of building a business while raising a family. Addressing parents who are entrepreneurs, CEOs, or managers, Mike discusses the importance of self-awareness, the concept of the fallacy of balance, and prioritizing personal and family life alongside professional go…
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Why Culture Matters when you're Poised for Exit Our guest for today's episode is Dave Sparkman, Founder and Culture advisor with Spark Your Culture Advisory Services. Dave's corporate and accounting background (as a former CPA with Arthur Andersen) have served him well in his advisory practice. His biggest project to date was in leading the Culture…
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Join host Bob Migliani in this insightful podcast episode as he interviews Dr. Benjamin Chudner, the Chief Medical Officer at AEG Vision. Dr. Chudner shares his journey from being an optometrist to his current role, offering valuable advice and perspectives for optometrists looking to sell their practices or explore career options. Discover how AEG…
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Tax Strategies to Maximize After-Tax Proceeds of a Business Sale We had the pleasure of interviewing Greg Carlson, CPA partner with Boyum Barensheer who specializes in tax strategies for privately held companies. Greg has been working with owners for over 30 years and he could really share some stories. His work has surely made a significant impact…
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In this episode of the TWC Talks podcast, host Mike Walker introduces special guest Kristen McCall to explore the theme of 'Turning Pages into Profit: Why Books Build Business.' Kristen shares her journey from web marketing to becoming an independent coach, consultant, and illustrator emphasizing her experience with online marketing and publishing.…
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Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes! We had the pleasure of welcoming two guests, representing two different industries, but working together to achieve better outcomes for their manufacturing business clients. Kevin Szozda, Director of Strategic Relationships with Sunbelt Busine…
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Mike Walker hosts another episode of the TWC Talks podcast, focused on boosting entrepreneurial resilience and motivation. He explores the importance of showing up even when faced with adversity and the lack of motivation. Walker discusses the concept of 'Why Power', emphasizing the significance of having a purpose beyond personal gain to drive thr…
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Using Data to Drive Decisions for Growth, Acquisitions and Exit Our guest for this episode is Luke Komiskey, Founder and CEO of DataDrive, a data analytics company who enables its clients to make fast, informed decisions through the use of data and AI! Luke says he's always been an entrepreneur at heart and has enjoyed the challenge of starting and…
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In this episode of TWC Talks, host Mike Walker interviews Kathy Jones, a member of the TWC team, known for her expertise in managing remote support teams, particularly virtual assistants (VAs) from the Philippines. Kathy discusses her journey into the world of virtual teams, starting from a need to scale customer support for a growing business. She…
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Welcome to the Specialist Doctor Marketing Podcast with Bob Miglani and Dr. Shefali Miglani! In this episode, we’re excited to feature Brett Davis, Executive Vice President at AEG Vision, one of the largest private equity funds focusing on optometry in the US. Key Takeaways: Private Equity in Optometry: Brett Davis discusses the role of private equ…
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A Story of two Brothers, their Music and their Give-Back Mission It all started for Julie when she attended a Christmas Concert by the O'Neill Brothers that impressed her so much, she decided to invite them to be on the show. Both brothers are accomplished musicians; mostly piano, and have had their music downloaded over 2 Billion times worldwide! …
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In this episode of TWC Talks, host Mike Walker introduces a unique segment featuring a clip from Taylor Welch's program 'The Arena,' emphasizing the critical role of mindset in business success. 'The Arena' is described as an inclusive community offering a curriculum imbued with mindset-enhancing materials. Mike stresses the importance of daily min…
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A Financial Advisor’s Journey from Global M&A to Private Business Clients Today we had the pleasure of interviewing Jeremy Weston, a financial advisor with Edward Jones whose unique background sets him apart in the financial advisory space. Jeremy's education in Business Finance first led him to work for large manufacturing corporations, primarily …
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In this episode of the TWC Talks podcast, Mike Walker, Client Services Director at the Wealthy Consultant, explores the nuanced relationship between client satisfaction and success. He discusses why keeping clients perpetually happy might not always be beneficial for their growth or success. Drawing on his extensive experience, Walker points out th…
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Welcome to the Specialist Doctor Marketing Podcast with Bob Miglani and Dr. Shefali Miglani! In this episode, we’re thrilled to feature Dr. David Kading, an expert in Specialty Care and Optometry, sharing his insights on the power of words in converting patients. Key Takeaways: The Power of Words: Dr. Kading discusses how using specific keywords ca…
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A Partnership Exit Strategy where Everyone Wins Our guest Host for today was Chris Jones, President of True North M&A. Chris interviewed his firms' advisor, Tim Schinke and Tim's client, Dan Sundin. Dan is the co-founder and CEO of Innovative Technology Partners (ITP), a managed services tech company in the Twin Cities. Dan and his partners, Andy a…
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In this episode of TWC Talks, hosts Mike and Taylor delve into the entrepreneurial experience, discussing the importance of adjusting business models in response to market changes, and the value of attending branding and advertising workshops. They share insights on the challenges of making money online and emphasize the necessity of modifying busi…
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Building our "All Star Network" with Cathy Paper Cathy Paper has been teaching best practices in meaningful connections for many years and we were happy to have her on the show again today, because we know that Business Development and building a network that fosters it can be very challenging; regardless of the industry! If you have sales people o…
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In this episode of TWC Talks, host Mike Walker interviews Varti, a Montreal-based music producer and coach. Varti shares his journey from working a high-income corporate job, driven by his parents' advice for success, to pursuing his passion in music production and eventually entrepreneurship. Despite the challenges of leaving a stable income and f…
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Kendall Qualls and TakeChargeMN: Making Black Lives Better! It's been a few years since Kendall Qualls was in the studio, so it was great to have him back again. Kendall is the Founder and President of TakeChargeMN, a nonprofit described as "a Coalition supporting Blacks in the pursuit of American core principles". Their foundational approach inclu…
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In this episode of TWC Talks Podcast, Mike Walker and Taylor Welch discuss the challenges and importance of FTC compliance and ethical persuasion in business. The conversation delves into their recent experience hosting a session in Nashville where they covered the potential dangers businesses face when unaware of FTC regulations, emphasizing the s…
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CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! Our episode today featured a guest co-host with Kyla Hansen, Partner at JAK CPA's and Sponsor of the Poised for Exit Show! Kyla's client, YTS Companies, became an ESOP in 2021 with the help of JAK's team and Kyla's expertise. Kyla invited YTS CFO, Andy Yetzer…
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In this episode of TWC Talks, host Mike Walker brings a special episode straight from the slopes of Vail, Colorado, during one of the vibrant destination events focused on "People, Ops and Profit." The episode features conversations with Anfernee and Tammy from Taiwan, shedding light on their innovative approach to transforming Taiwanese manufactur…
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Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice Our guest today was Steve Juetten, CFP and Founder of Bridgegate Partners, a firm who specializes in succession and exit for owners of financial advisory practices. Steve's background in M&A prior to becoming a CFP really gave him a great window on how to prepa…
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In this episode of the TWC Talks podcast, Mike Walker engages in a dynamic conversation with JohnCameron, focusing on the challenges and strategies of engineering exceptional client experiences and building efficient business operations. JohnCameron shares his journey in running Etho, a company dedicated to eradicating disease, and discusses the im…
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Welcome to the Specialist Doctor Marketing Podcast with Bob Miglani and Dr. Shefali Miglani! In this episode, we spoke with Dr. Sandeep Chander, an optometrist specializing in myopia management and dry eyes. Alongside Dr. Shefali Miglani, we dive into how Dr. Chander gets referrals, his marketing strategies, and the steps he takes to grow his pract…
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Tiger 21: Your Personal Board of Directors Our guest today was Bonnie Speer McGrath, Chair of the Minneapolis chapter of Tiger 21, a ultra-high net-worth peer group for entrepreneurs, investors and executives. Bonnie's background and role as a peer group facilitator are quite different from the typical facilitator profile, since her members are all…
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In this episode of the TWC Talks podcast, Mike Walker and Taylor Welch discuss the economy's current state and how it impacts expert businesses. They share their experiences and insights into the economy, the role of the Federal Reserve, and the challenges businesses face in the current market. They also discuss the importance of pricing strategies…
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This episode was shot as a webinar where Bob Miglani shared the three most important strategies in marketing a specialty practice to a group of 500 Eye Care doctors (Optometrists) in the U.S. He talks about how patients (consumers) want everything NEAR ME. On their mobile device, on their time. In this episode, you'll learn about: 1. Gathering list…
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Misbeliefs about Private Equity Partnership: Success Stories Revealed! We had the pleasure of hosting Shane Slominski on today's episode, who is a partner with Tonka Bay Private Equity Partners in the Twin Cities. Shane has been in the PE space with Tonka Bay for 18 years, and prior to that was a practicing CPA in the M&A space with Arthur Anderson…
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In this episode of the TWC Talks podcast, Mike Walker interviews Michael Young, the Founder of Elite Productivity. They discuss how to optimize time and achieve more in a day. Mike Young shares his expertise in helping small business owners, coaches, consultants, and agency owners scale their businesses and create more time and freedom. He explains…
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How CEO Peer Groups can get you "Poised for Exit" Our guest for this episode is John Palen, CEO and Founder of Allied Executives, a long running executive peer group in the Twin Cities. When John's career led him to a place where he sought his own peer group for some professional guidance and feedback, he couldn't find what he was looking for. With…
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In this episode of the Wealthy Consultant Podcast, host Mike Walker interviews guest Lauren Medley, a key member of his team. They discuss the value of live events as a tool for marketing, networking, and client relationship building. Throughout the conversation, Lauren shares her techniques for ensuring the success of each event, from meticulous p…
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Rise of the Non-Technical Entrepreneur We had the great pleasure of interviewing Colin Hirdman in today's show. Colin and his partners founded Monkey Island Ventures, and their mission is to create as many successful founders as possible! Colin and his partners are entrepreneurs themselves, obviously, so their work is more than just a way to make a…
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In Episode 57 of TWC Talks, Mike Walker discusses the paradox where rapid business success can lead to downfall if not managed wisely. He emphasizes the dangers of overextension and diversification, highlighting the importance of focused growth and strategic decision-making. By sharing insights on how to avoid common pitfalls through disciplined ap…
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On this special episode of the Pharma Podcast, we're honouring Rare Disease Month this February by delving into the personal and profound stories from the front lines of rare diseases in Canada. Our focus is on the unique challenges, healthcare experiences, and the resilience required to navigate life with a rare condition. In celebration of this i…
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Arrowhead Promotion’s Bud Schneider: Pointing the way toward a new generation of leadership! Today’s episode featured the long time leader of a family business in its 3rd generation. The Arrowhead Promotion Company is going strong and looking to the future, as Bud Schneider mentors and guides the new leadership to take over. As a non-family member …
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This episode is a recast that originally aired on March 22nd, 2023. On today's episode of TWC Talks, Taylor & Mike discuss delegating effectively as a business owner in the modern world, working with people, running a more efficient business, and growing as a business leader. Enjoy the episode and check the links below for more info & Resources. Th…
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True Story of Rapid, Strategic Growth Supported by Fractional Marketing Services We had the opportunity to have Luke Riordan, Founder and Partner of Dayta Marketing in the studio today as our guest host! Luke invited a long-time client, Tim Kraemer, President of TKI to share his story of rapid growth, that was largely due to the strategic marketing…
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