Episodes

398
Dec. 25, 2024

Unlocking Your Full Business Potential: Lessons From M&A Advisor Tejal Shah (#398)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Focus on and make relationships your top priority” -Tejal Shah Join Tejal Shah, founder and managing principal of Congrue...
Guest: Tejal Shah
397
Dec. 23, 2024

[Holiday Special] Three Feet From Gold: Don’t Quit—Discover Your Hidden Wealth with Deep Wealth (#397)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “The “gold” that you're searching for, it's not far away. It's actually waiting for you to uncover it. The only question ...
396
Dec. 18, 2024

From Boardroom Vision to Healthy Disruption: The No-Compromise Startup Strategy Fueling Happy Wolf’s Rise As The Go-To Kids’ Snack Brand (#396)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Your path doesn't have to be A straight line to get where you need to go.” - Jana Goodbaum “Always bet on yourself.” - Der...
395
Dec. 16, 2024

The Intersection Of AI And Investing To Level The Playing Field: A Conversation With Andrew Einhorn (#395)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Don’t worry about the future as things have a way of working out.” - Andrew Einhorn Visionary CEO Andrew Einhorn, co-fou...
394
Dec. 11, 2024

Entrepreneur And Coach Scott Maderer Shares The Blueprint To Success Through Your Time, Talent, And Treasures (#394)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Be authentic.” - Scott Maderer Dive into the journey of Scott Mader, founder of Inspire Stewardship, as he shares how to l...
Guest: Scott Maderer
393
Dec. 9, 2024

Andrei Mincov Reveals Trademark Essentials: Secure Your Brand, Secure Your Future (#393)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Enjoy the journey.” - Andrei Mincov Join Andrei Mincov, founder of Trademark Factory, as he shares his journey from fighti...
Guest: Andrei Mincov
392
Dec. 4, 2024

Uncovering the Secrets to Health, Business, And Life From "Diabetes Nerd" Ginger Vieira (#392)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Don’t hold back and be you.” - Ginger Vieira Join Ginger Vieira, a diabetes management expert and content specialist, as s...
Guest: Ginger Vieira
391
Dec. 2, 2024

Unleashing the Power of Marketing: Caleb Roche's Secrets to Business Success (#391)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Keep on going.” - Caleb Roche Caleb Roche, a marketing expert from Enid, Oklahoma, shares his journey from early career ch...
Guest: Caleb Roche
3
Nov. 27, 2024

Ensuring Your Health Is Your First Wealth Through The Art of Luxury Travel with Rodney George (#390)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Make the most of every moment.” - Rodney George Rodney George, a luxury travel consultant from Naples, Florida, shares his...
389
Nov. 25, 2024

SaaS Success (And Profits) Unlocked: Bill Wilson's Strategic Pricing Guide (#389)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “All the good things are on the other side of being uncomfortable.” - Bill Wilson Bill Wilson, founder and CEO of Pace Pric...
Guest: Bill Wilson
388
Nov. 20, 2024

Overworked and Overwhelmed? Chris Lautenslager's Guide to Business Fulfillment (#388)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Appreciate and honor the loved ones in your life.” - Chris Lautenslager Chris Lautenschlager, a veteran in sales and busi...
387
Nov. 18, 2024

From Startup to Success: Lessons from Entrepreneur and Investor Jeff Amerine on Building Venture Ecosystems (#387)

Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes “Enjoy the journey.” - Jeff Amerine In this episode, Jeff Amerine, a recognized leader in venture ecosystems and entrepre...
Guest: Jeff Amerine
386
Nov. 13, 2024

Elite Corporate Coach Jim Schleckser Reveals Why The Lazy CEO Approach Can Unlock Massive Business Growth (#386)

Send us a text “Start your own business sooner.” - Jim Schleckser In this episode of the Deep Wealth Podcast, entrepreneur and CEO coach Jim Schleckser discusses his career journey from being a young business enthusiast to founding The CEO Project, an executive coaching company for high-revenue entrepreneurs. Jim outlines his philosophy of the 'lazy CEO,' emphasizing efficient delegation and time management as keys to successful leadership. 00:00 Introduction to Jim Schleckser 06:53 The CE...
385
Nov. 11, 2024

Why 90% Of Business Exits Fail: The Secrets Buyers Don’t Want You to Know to Maximize Your Deal (#385)

Send us a text “The so-called failures of today are stepping stones to your future success.” - Jeffrey Feldberg In this solo episode of the Deep Wealth Podcast, the host explores essential strategies for business owners, entrepreneurs, and founders aiming for a successful exit or liquidity event. Sharing his personal journey from starting an eLearning company in his parents' attic to achieving a 9-figure exit, he debunks myths about business growth and offers actionable insights on preparatio...
3
Nov. 6, 2024

From Broke Jazz Musician to Business Mogul: Jeff Lerner’s Blueprint for Life Transformation and Unstoppable Success (#384)

Send us a text “Forgive them, for they know not what they do.” - Jeffrey Lerner The episode features Jeff Lerner, whose journey from a broke jazz musician to achieving $100 million in online sales and building multiple eight-figure businesses is highlighted. Jeff focuses on educating entrepreneurs through the ENTRE Institute with over 250,000 students. 03:30 Jeff Lerner's Journey: From Jazz Musician to Entrepreneur 03:43 The Inner Sentence Process and Core Beliefs 05:11 Jeff's Family Ba...
Guest: Jeff Lerner
383
Nov. 4, 2024

Unlock the Secret to Business Success with Entrepreneur, Author, And Thought Leader Barry LaBov: Stand Out or Stand Aside! (#383)

Send us a text “Don't be so hard on yourself and allow yourself to be who you are.” - Barry LaBov In this multifaceted episode of the Deep Wealth Podcast, host Jeffrey engages with Barry Lebov, renowned brand strategist, entrepreneur, and author. The episode traces Barry's journey from a young musician to the CEO of Lebov Marketing, highlighting how he transformed challenges into success stories, including winning the Ernst Young Entrepreneur of the Year Award. 04:34 Barry Lebov's Journey 09:5...
Guest: Barry C LaBov
382
Oct. 30, 2024

From Trust to Triumph: Little-Known Strategies From Top Thought Leader Natalie Doyle Oldfield (#382)

Send us a text “Be persistent and resilient.” - Natalie Doyle Oldfield Mastering Trust: Elevating Business Success with Natalie Doyle Oldfield In this Deep Wealth Podcast episode, trust expert and author Natalie Doyle Oldfield shares transformative insights on building and maintaining trust within businesses. Recognized as a top thought leader in trust, Natalie delves into her evidence-based Trust Measurement System and the Trust Equity Accelerator program, explaining how trust serves as a cri...
381
Oct. 28, 2024

How Marley Majcher Became a Profit Powerhouse and What You Need to Know About Business Success (#381)

Send us a text “Give yourself more padding in all areas of your life to give you confidence and resilience” - Marley Majcher Marley Majcher, CEO of the Party Goddess! and author of 'But Are You Making Any Money?', shares her journey from Pasadena to becoming a renowned profit expert and entrepreneur. She discusses her early ventures, challenges in the restaurant industry, and her success in event planning. 03:05 Marley's Entrepreneurial Journey 10:37 The Birth of The Party Goddess 11:13 The I...
380
Oct. 23, 2024

Unlocking Business Success with Expert Insights: A Deep Dive with Investment Banker Channing Hamlet (#380)

Send us a text “Master sales and marketing to keep your options open.” - Channing Hamlet In this episode of the Deep Wealth Podcast, Channing Hamlet, Managing Director at Objective Investment Banking and Valuation, shares his expertise on preparing businesses for successful exits. With over 25 years in the industry, Channing discusses critical steps such as establishing strong key performance indicators (KPIs), budgeting, and understanding market dynamics. He emphasizes the importance of creatin...
379
Oct. 21, 2024

Unlocking Business Value Through Specialized M&A: A Conversation with Jonathan Baker (#379)

Send us a text “Take the time enjoy the journey and network with those around you.” - Jonathan Baker Mastering Business Exits: Insights from Jonathan at Punctuation In this episode of the Deep Wealth Podcast, Jonathan from Punctuation brings an in-depth exploration of mergers and acquisitions (M&A) for small to mid-sized marketing services firms. Sharing his journey from corporate life to founding Monday Night Brewing, and eventually becoming an M&A advisor, Jonathan emphasizes the critical asp...
378
Oct. 16, 2024

From Breakdowns to Breakthroughs: Mastering Your Business Model With Chris Reilly (#378)

Send us a text “Make the most of your time, all day every day.” - Chris Reilly In this episode, Chris Reilly shares his extensive journey from navigating the 2008 financial crisis to founding Financial Modeling Education in 2020. With deep expertise in private equity and LBO financial models, Chris simplifies complex financial topics and stresses the significance of accurate financial modeling for business success. The discussion delves into strategic finance, highlighting its importance for bus...
Guest: Chris Reilly
377
Oct. 14, 2024

Find Your Brand's Voice and Boost Profits: Lessons From Entrepreneur And Marketer Candice DeRiso (#377)

Send us a text “You're not in competition with anyone so don’t worry about what anyone else is doing.” - Candice DeRiso In this episode, Candice DeRiso shares her journey from a classically trained singer to a business entrepreneur utilizing Zoho CRM systems for optimized business strategies. 03:16 Candice DeRiso's Journey from Music to Entrepreneurship 06:11 The Importance of Data-Driven Marketing 09:29 Building a Brand and Leadership 25:32 Crafting Your CRM Strategy 25:42 Defining Sales P...
376
Oct. 9, 2024

Unleash Your Potential: The Power Of Choices and Receiving With Author And Entrepreneur Simone Milasas (#376)

Send us a text “Keep being yourself and give it your all 100% of the time.” - Simone Milasas Simone Milasas, an acclaimed business leader and author, shares her journey from significant debt to becoming a multi-millionaire and influential global speaker. The episode delves into her unique approach to business and wealth creation, particularly her role in expanding Access Consciousness to over 176 countries. 02:53 Simone's Journey and Early Inspirations 05:51 Starting Good Vibes For You 08:33 ...
375
Oct. 7, 2024

Unstoppable: How Trixy Castro Built a Billion-Dollar Empire (#375)

Send us a text “Keep being yourself and give it your all 100% of the time.” - Trixy Castro In this episode of the Deep Wealth Podcast, Trixy Castro, a seasoned entrepreneur who has launched and invested in over 50 companies, shares her inspiring journey. With a significant impact in real estate and finance, Trixy revolutionized private money financing through Genesis Capital and created a successful auction platform. Her ventures led to acquisitions by Goldman Sachs and Fidelity National Title. ...
Guest: Trixy Castro