Retirement Tips Radio: Renee Cohen with Northwestern Mutual
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Renee Cohen is a financial strategist, partnering with couples to help them achieve confidence and peace of mind on their path to financial wellness.
Renee helps her clients have a healthy money mindset & up-level their financial game with customized strategies and solutions to authentically design their retirement lives.
Retirement Tips Radio: Kevin McCarthy with On-Purpose Partners
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Kevin W. McCarthy is a classically educated businessman with an undergraduate degree in business and economics from Lehigh University and an MBA from The Darden School on the grounds of the University of Virginia. He’s the Chief Leadership Officer of On-Purpose Partners, a business strategy advisory firm serving CEOs and CLOs that is based in Winter Park, FL. He founded the firm in 1983.
Those are the raw facts about Kevin. Now let’s meet the real Kevin—the person, the entrepreneur, and the business owner for over five decades. His first sweet taste of a business start-up was in elementary school selling penny candy at a 500% markup to his classmates on the school bus. Not only did he feed his sweet tooth, it enriched his dentist’s business at his parents’ expense.
Years later … as a “much older and wiser” 8th-grade class president at Shady Side Academy in Pittsburgh, Kevin successfully negotiated for his class to obtain the first-ever Coca-Cola fountain concession in the Middle School lunchroom. Kevin says, “That venture funded our class parties through senior high. Being elected class president every year thereafter, in my senior yearbook the editors nicknamed me “The Resident President.”
Fast forward past the earlier adult years when Kevin was a USPTA teaching tennis professional, a greeting card publisher, and a commercial real estate developer. Since the late 1980s, Kevin has likely directly or indirectly influenced your life and work through his visionary thinking and writing in the field of business leadership. At that time, he began a conversation about purpose and being on-purpose. Even today, his On-Purpose® Approach is the gold standard in this field and still remains on the leading edge of personal development and business leadership thinking.
Tactical Tip: How Do I Sell My House Safely During COVID?
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Jill Heineck’s Tactical Tips for Selling Your House in Today’s Environment
Transcript
Lee Kantor: [00:00:05] Welcome to Jill Heineck’s Tactical Tips For Selling Your House In Today’s Environment. I’m Lee Kantor. Jill, today’s question is, how do I sell my house safely during COVID?
Jill Heineck: [00:00:18] Thanks, Lee. The best practices right now during COVID have a couple of things in place. One is, pre-screening buyers a little bit more carefully. We’ve always asked buyers to provide a proof of funds if they’re banking on a cash deal or if they are going to be getting a mortgage on it. They will usually supply a pre-approval letter. On top of that, we’re also asking for a COVID health form to be filled out by both the buyers and their agent, just to verify that nobody is sick or has been recently before we confirm a tour of the home.
Jill Heineck: [00:00:54] And this is just making everyone feel much more comfortable. Sellers having people walk through their homes. And then, buyers and their agents feeling more comfortable knowing that everyone is being screened health-wise, at least, before they get through. One tour at a time. There’s no overlapping appointments. Everyone is in and out. And then, there’s a time to disinfect and sanitize and then have people come back in. We do have to prep for a longer, more cumbersome tour experience. But it’s a healthier one. And I think it really does make the seller feel more comfortable that we are showing it to healthy people who are serious buyers.
Lee Kantor: [00:01:34] Good stuff, Jill. For more answers to your real estate questions, please go to heineckandcompany.com.
About Jill Heineck
Jill Heineck is a leading authority on corporate relocations, and is highly sought after for her real estate industry acumen and business insights. As a published author, frequent panelist and keynote speaker, Jill shares her experience and perceptions with people from around the globe.
Jill is a founding partner of Keller Williams Southeast, established in 1999, and the founder and managing partner of Heineck & Co. Her real estate practice specializes in corporate relocations, individual relocations, luxury residential, and commercial properties. Jill’s analytical approach to problem-solving, along with her expert negotiation skills and sophisticated marketing, deliver superior results to her clients. Her winning strategies and tenacious client advocacy have earned her a reputation for excellence among Atlanta’s top producers.
While Jill has received many accolades throughout her career, she is most gratified by the personal testimonials and referrals she receives from her clients. Jill’s unwavering commitment to the customer experience, and her focus on the unique needs of each client, serve as the foundation of her success.
Follow Jill Heineck on LinkedIn.
Gustavo Arce with Better Tomorrow Solar
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Having graduated from Georgia State University as a Goizueta Scholar and the first-ever recipient of the university’s social entrepreneurship grant for his project in cryptocurrency and renewable energy credits, Gustavo Arce, Partner with Better Tomorrow Solar, knew renewable energy was his calling.
After being in the solar industry for 3 years Gustavo has expertise in community partnerships combined with technology and how together they can drive the solar industry. His experience is in innovative solar crowdfunding/crowdsourcing projects, grassroots energy initiatives, and solarize campaigns.
When he is not talking about solar, he enjoys walking the beltline, discovering coffee shops, and boxing.
Follow Better Tomorrow Solar on Facebook and Twitter.
What You’ll Learn in This Episode
- Top factors for starting the business
- Top factors holding solar back in Georgia
- The hardest factor regarding getting the company running
- Finding talent in the solar industry (most diverse solar company in-state)
- Innovations in solar technology (battery storage)
- Innovations in the business model (bulk purchase)
- Who buys solar now, going over the curve of early adopters (EV drivers, home automation people, savings)
- Future of Georgia solar
About Our Sponsor
OnPay’s
payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
BRX Pro Tip: Be an Accountability Partner
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BRX Pro Tip: Be an Accountability Partner
Stone Payton: [00:00:00] Welcome back to BRX Pro Tip. Lee Kantor and Stone Payton here with you. Lee, let’s talk about becoming and being an accountability partner for our clients.
Lee Kantor: [00:00:12] Yeah. Being an accountability partner, I think, can take your relationship with your client to another level. Because if they can truly count on you on holding them accountable for whatever the objective is, then you become that trusted advisor that is going to be difficult to get rid of. Because there’s not going to be a lot of people in their life that are going to hold them accountable. So, some of the value that we have to our clients is holding them accountable for the guests to come on the show. And when your client knows that you’re going to say something to them, when they don’t bring the ideal guest, they’re going to try harder to bring the ideal guest.
Lee Kantor: [00:00:51] It’s like when you hire a nutritionist or a personal trainer and you know they’re going to ask you what you ate this weekend. You’re not going to want to disappoint her so you’re going to not eat that second piece of cake, because you know you’re going to have to be held accountable for it. And then, you’re going to behave in the way that you wanted to behave. So, this same dynamic is going to occur when we’re working with our clients. So, do not be afraid to hold your client accountable, especially, when you told them you were going to. Then, that’s part of the value you’re providing.
Stone Payton: [00:01:27] So, one of the specific areas that I think it’s important to hold them accountable is, it’s hold them accountable in terms of sticking to their guest profile. Now, it’s fine to have the occasional flier come into the studio and add some spice to the show. But it’s such a seductive medium. It’s so much fun to do. It’s such an easy way to meet people. I mean, you and I have both seen new clients get off track pretty quick by not sticking to their guest’s profile, haven’t we?
Lee Kantor: [00:01:56] Right. And that’s why it’s important to get the clarity up front. If you can meet more of these kind of people, would that move the needle in your business, yes or no? Yes. Okay. So then, we’ve got to make sure those kind of people come on the show. And if they’re not coming on the show, then how can we possibly deliver what we promised? So, if you’re the one in charge of booking the people, make sure you’re booking the people that meet the profile that you said was important to you.
Franchise Marketing Radio: Anthony Perera with Air Pros USA
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com
Anthony Perera founded Air Pros USA, a residential and commercial air conditioning service company based in Davie, FL, in 2017 with a single truck and two people.
In just three years he grew the business to more than 200 trucks, 250 employees, and 600,000 customers across 10 service locations, with recent expansions in many metro areas across Texas, Colorado, Georgia, Washington, and Florida.
Headquartered in Fort Lauderdale, Florida, Air Pros USA was founded on the premise of integrity, reliability, and putting customers first. Under Perera’s leadership, Air Pros has had a rapid expansion through internal growth and acquisitions and has achieved a $50 million run rate. Within the last 12 months, Air Pros USA acquired 10 businesses across Texas, Colorado, Washington, and Florida. 
Perera, at only 32 years old, is focusing on making Air Pros a major HVAC player in the country and hopes to have an office or a regional location within one hour of every major city in the country in the next five to six years.
Perera created a sophisticated marketing plan that is customer-focused, with pioneering techniques in lead generation and customer service-based platforms. Air Pros USA relies on a variety of traditional and advanced methods to gain and keep customers, including direct marketing, and outbound lead generation.
Perera has created greater value within Air Pros by making marketing crucial to the company’s growth and believes that an organization needs to have both committed salespeople as well as a robust lead generating system for achieving success. He believes, it is that combination that has allowed the company to expand in such a short period.
Nell Merlino with Count Me In Revival
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Nell Merlino created and produced Take Our Daughters to Work Day for the Ms. Foundation for Women, which moved more than 25 million Americans to participate in a day dedicated to giving girls the opportunity to dream bigger about their future.
She was inspired by her own experience going to work with her father. Through that initiative, Nell Merlino saw a need for an organization that directly helped women entrepreneurs grow their business, which is why she created Count Me In.
Founded in 1999, she created Count Me In for Women’s Economic Independence, the national not for profit founded to help women business owners grow their companies.
Nell Merlino also wrote Stepping Out of Line: Lessons For Women Who Want it Their Way in Life, in Love, and at Work published by Broadway Books in 2009 as a manifesto for women to stop waiting and get what they want in love, work, and the world.
Connect with Nell on LinkedIn and Facebook.
What You’ll Learn in This Episode
- What inspired Nell to start Count Me In
- The recipients of the Count Me In Revival Grant (several are from the Atlanta area)
- What Nell is most proud of so far
- How doing good during such a challenging time been helpful for Nell
About Our Sponsor
OnPay’s payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
BRX Pro Tip: Capturing and Sharing Testimonials
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BRX Pro Tip: Capturing and Sharing Testimonials
Stone Payton: [00:00:00] And we are back with BRX Pro Tip. Stone Payton and Lee Kantor here with you. Lee, let’s talk about as a discipline and as a strategy or even a service for our clients, this whole idea of using our platform to capture and share testimonials.
Lee Kantor: [00:00:20] Yeah. Since we’re recording a lot of audio, we don’t have to end the recording at the end of the show. And a lot of times, some of this magic happens after the show is over and it creates a nice surprise, a delight opportunity that you can deliver back to your client. Sometime during the course of the show or after the show, your client’s client says something nice about your client. And they say what a great job. And they say something kind of unexpected in terms of how wonderful they are. If you can kind of make a note of that and then cut out that clip and then deliver that clip back to your client, and that could be delivered to them as a transcript or it could be just the audio file, you can make the audio into a video, there’s lots of ways to repurpose the content as we all know.
Lee Kantor: [00:01:09] But if you give that back to your client, that is a great surprise and delight kind of opportunity, because now your client has this asset that they didn’t expect to have that they can use in a lot of ways. They can use it on their website. They can use a newsletter. They can use it in a variety of ways. That gives them credibility and the social proof that they’re good at what they do. And it can open the door for you to go to your client and say, “You know what?” You can up sell on the service where, “Hey, you know we’re able to pull that testimonial kind of randomly. I can do that for all of your clients. I can go back and review all your clients and capture lots and lots of testimonials.” So, having a testimonial capture service is a great EPSO opportunity as well. And then, all can kind of happen organically by you capturing a random testimonial on behalf of your client.
