Profit With A Plan

Marcia brings contrarian financial planner, Barry S Rutten, back to continue the financial conversation for business owners.  Barry and I discuss ways that business owners can plan for retirement.  There are many strategies that are available to businesses beyond the traditional ideas that corporate employees are used to.   Business owners need more options to put away enough money to keep the lifestyle they are used to and to maximize the tax advantages.
Barry is offering business owners some great resources on his site @ www.wealthdefensegroup.com/bobs
=================
Join Marcia on her FREE training "How To 10X Your Profit & the value of your firm - Register @ www.10XYourFirm.com
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to increase their profits and strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious and have questions? Text me @ (949) 229-2112

Marcia talks with business scaling stratologist, Dr. Theresa Ashby about how we must meet our customer's needs by having digital products that they can use.  Whether it is an onboarding document that they can fill out before the appointment to courses, surveys, FAQs, how-to videos, and more.  All businesses from plumbers to dentists should be adding digital products to their business.   By doing so, it helps customers with the convenience that they are becoming very accustomed to.  It also helps with your SEO & marketing to have digital products.  
Dr. T has been helping companies to add digital products to their array and she is offering a free strategy session for listeners.  Book a time here:
https://calendly.com/theresa25/strategic-advisement
 
=================
Join Marcia on her FREE training "How To 10X Your Profit & the value of your firm - Register @ www.10XYourFirm.com
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious and have questions? Text me @ (949) 229-2112

Marcia talks with partnership Attorney, Tamara Pow about ways to create successful partnerships and plan for a lasting business marriage. There are many ways that can sabotage a once great relationship and a few key ways to make it truly successful. Tamara has seen too many failures and helps her clients to build fair arrangements that grow with the firm.
Connect with Tamara on LinkedIn at Tamara Pow or her firm Strategy Law She has great information on her site @www.StrategyLaw.com =================
Join Marcia on her FREE training "How To 10X Your Profit & the value of your firm - Register @ www.10XYourFirm.com
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious and have questions? Text me @ (949) 229-2112

Marcia talks with a creative business mind, Chelsey Roney of Proxi.co, a collaborative map-sharing program about how easy it is to share your favorite locations on a map. It's also a great way to get your business some additional exposure and SEO.
Chelsey's free collaborative map-sharing app is @ Proxi.co
=================
Join Marcia on her FREE training "How To 10X Your Profit & the value of your firm Register @ www.10XYourFirm.com
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious and have questions? Text me @ (949) 229-2112

Marcia talks with public relations expert, Max Muir about how we can control the narrative that our prospective customers are viewing about us. We can showcase our best side and warm our viewers up before they even speak with us by getting published in major publications & sites. Max proves how it happened to his small firm and elevated them to expert status. Now Max & his team delivers the same leverage to everyday small businesses increasing their status and making them a household name.
Google EstablishPR just to see for yourself. You can reach Max & his team at www.EstablishPR.com or on Instagram @TheOnlyMaxMuir =================
Join Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren’t Thinking of Selling It Yet. Register @ www.Scale2Sell.biz
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious and have questions? Text me @ (949) 229-2112

Marcia talks with a marketer, author, & WSJ cartoonist, Stu Heinecke about how finding a weed growing on the Santa Monica freeway lead to his idea to grow businesses by using the same determination, tenacity, & survival that weeds use. Stu shares great stories that we can use to grow our own businesses.
Stu is offering some great resources & the first 2 chapters of his book "How To Grow Your Business Like A WEED" at www.StuHeinecke.com =================
Join Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren’t Thinking of Selling It Yet. Register @ www.Scale2Sell.biz
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious? Book a complimentary call. (949) 229-2112

Marcia talks with sales expert, Drew Williams about how to have more success by using a sales playbook. Sales are the most important part of every business, with a playbook, your sales metrics will improve. Drew explains that the entire process should be mapped out from lead to close and from delivery to follow-up. There are two primary reasons to build a playbook; one: to analyze for better results and two: to train others to duplicate the process.
Drew regularly provides education and information on using a playbook. Connect with him on www.Linkedin.com/DrewWilliams or his site www.salesplaybookbuilder.io
=================
Join Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren’t Thinking of Selling It Yet. Register @ www.Scale2Sell.biz
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious? Book a complimentary call. (949) 229-2112

Marcia talks with Certified Financial Planner, Barry S. Rutten of Wealth Defense about the risks that most businesses face. In today's podcast, Barry brings to light the challenges that we may not have thought of in running our business. He also shares ways to avoid, offset, and transfer those risks in ways that could save thousands to millions of dollars.
Barry is offering a free & easy risk discovery survey at www.WealthDefenseGroup.com/BOB
 
================= J
oin Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren’t Thinking of Selling It Yet. Register @ www.Scale2Sell.biz
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious? Book a complimentary call. (949) 229-2112

Marcia talks with business and life strategic coach Julie DeLucca-Collins about how to review the past 6 months and strengthen your plan for the remainder of the year. Julie gives several examples of how to go about it so that you can have a great year.
She has some checklists to assist your review and planning process on her website: www,goconfidentlycoaching.com =================
Join Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren’t Thinking of Selling It Yet. Register @ www.Scale2Sell.biz
Please subscribe & ring the bell for reminders about next week's show.
=================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious? Book a complimentary call. (949) 229-2112

Marcia talks with eCommerce expert & coach Matt Edmundson about why every business should have a digital option for their customers to buy & interact with us. He also shares some great ideas that can be added simply for deeper customer engagement and meeting them where & how they want to buy.
Connect with Matt @ www.MattEdmundson.com
=================
Join Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren’t Thinking of Selling It Yet. Register @ www.Scale2Sell.biz
Please subscribe & ring the bell for reminders about next week's show. =================
About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com
Curious? Book a complimentary call. (949) 229-2112