Episode 90: How to Expand Your Business with Jessica Rhodes
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This week I had sat down with Jessica Rhodes to discuss how she launched and scaled her business in the very new industry of podcasting.
Jessica is the founder and equal co-owner of Interview Connections, the first and leading podcast booking agency. She has scaled the business quickly to high multiple six figures, with nearly no direct marketing or ads, and will break through the 7-figure mark in 2019. The Interview Connections team of Booking Agents are the podcast powerhouses behind many of the record breaking book launches you’ve seen today, with clients such as Ali Brown, JJ Virgin, Perry Marshall, other authors you may know, and numerous PR agencies who hire them for their podcasting savvy and booking skills.
Jessica started podcasting in 2014 with the launch of Rock The Podcast and also has co-hosted several other shows including The Podcast Producers and Womensplaining.
She is the acclaimed author of Interview Connections: How to #RockThePodcast From Both Sides of the Mic and has been a featured speaker at Podcast Movement, Podfest Multimedia Expo, and Dream Business Academy. She is married and is the mom of two kids, Nathan and Lucy.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
The “blue ocean” Jessica discovered with podcast booking
Business transformations that occurred from launch to today
How to set pricing for your business
Knowing when it’s okay to continue to increase pricing for your services
Why Jessica shifted her business model from contractors to employees
How employees worked better for her business model
The biggest struggle she faced when getting her business started
The financial approach she took when launching her business
Balancing business goals and personal goals
The background of bringing on Margy Feldhuhn as co-owner
Building a business without ads and marketing
Using your referral network to grow your business
How proactively asking for referrals can positively impact your business
Other avenues to market a business through your network
How to keep an eye on your business numbers when there is more than one owner
This week I sat down with Katie Krimitsos to discuss traits she sees in successful business owners.
Katie Krimitsos is a mom, wife, adventurer, podcaster, business coach, seeker and change maker. She’s committed to brightening the light of women around the world through her Biz Women Rock community, which supports Women Entrepreneurs, and through the Women’s Meditation Network, parent of the Meditation for Women Podcast, which provides guided meditations specifically created with the special journey of women in mind. She’s passionate about giving women the tools, strategies and inspiration to live lives the truly love.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How Katie got into business coaching
A common trait among Katie’s interviewees that seems to drive them forward in their respective businesses
How Katie helps business owners strategize to get where they want to be
Steps in managing your inner critic when it comes to your business
The relationship between success and happiness and where your goals play a part
Why you need to understand what YOUR success looks like and how to get there
The impact of being willing to make mistakes
Action items people commonly complete to meet their goals
The meaning of building a successful business from the inside out
Why you shouldn’t compare your script with someone else’s script
The role financial awareness plays in the success of your business
Episode 88: Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth
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This week I had changed things up a bit and became the interviewee! I invited my husband Brian on to chat about how we decided to sell my business.
Selling my business was no easy decision. There were months of discussions, months of debate and a lot figuring out what we wanted in life. On today’s episode Brian and I chat about what led to selling my business, why we felt it was the right decision for us and some of the many things I am excited about coming up for Abacus Wealth Partners. We also chat about what you the listeners, clients, subscribers, etc. can expect going forward for the Workable Wealth and Work Your Wealth brands.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How a big decision for your business impacts your family life
The importance of discussing big business decisions with your significant other
The opportunities that were available to Workable Wealth
Factors that went into merging into a larger firm
How Mary Beth learned and was exposed to Abacus Wealth Partners
The push Mary Beth received through the mentorship program
Why she explored the idea of a merger
How the Chief Marketing Officer role played into the merger
Mary Beth’s discovery of “secret” Abacus
The unique way Abacus onboards new employees
How Abacus is walking their talk when it comes to diversity
How the culture of Abacus impacted the merger decision
Opportunities seen within Abacus for Workable Wealth and their clients
What it came down to for Mary Beth to say “Yes” to Abacus
The responses clients have given regarding the merger
What readers, listeners, clients, etc. expect going forward
Episode 87: Women Should Be Financially Involved with Laura Mattia
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This week I sat down with author and fellow Certified Financial Planner, Laura Mattia to talk about the importance of financial literacy for women.
Laura Mattia, Ph.D., MBA, CFP, CDFA, is the author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services. With over 30 years of financial leadership experience, Laura has hired, mentored and trained hundreds of female financial professionals. Currently she is developing the new Personal Financial Planning degree at University of South Florida with a focus on gender and diversity.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
The driving force behind a woman’s financial literacy
Why both people in a relationship need to have an understanding of finances
Who’s ultimate responsibility it is to manage finances
How having common financials goals can impact your marriage
What the fifth wave of women’s movement looks like
Where women need to get involved when it comes to money
Why financial empowerment is so impactful
Steps to take to let go of the “Bag Lady Syndrome”
Laura’s path into the financial planning arena and resources that helped her
Organizations you may find helpful as a financial planner
The stark differences between men and women‘s financial education
Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala
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This week I sat down with fellow financial planner and CPA, Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you.
Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage – she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach – we pull all the pieces together to provide you with peace of mind.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Questions that come up around hiring a financial planner
Barriers people put up for not hiring a financial planner
How to address the emotional side of money
How a financial planner can provide a safe space to talk about your money
Important items to look for when searching for a financial planner
Fiduciary explained and why your financial advisor should be in this category
Fee-only versus fee-based financial planners
A few things to consider when finding the right fit for your financial planner
How comfort and the ability to relate can be crucial for picking your financial planner
Why your financial planner shouldn’t be afraid to have the tough conversations with you
Why you may not get the sample plan you ask for when interviewing a financial planner
The questions you SHOULD be asking instead
The peace of mind a financial planner can bring to your life
The fees discussed and the value that you get
Why fees will be different when comparing financial planners
Different options to pay your financial planner to make it work best for you
The challenges and pitfalls you might run into down the “do it yourself” route
GET SOCIAL WITH ANJALI AND LET HER KNOW YOU HEARD ABOUT HER HERE
Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina
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This week I sat down with Licensed Mental Health Counselor and Certified Brainspotting Consultant Beth Medina to discuss why people run into money blocks with their business.
Beth is a Licensed Mental Health Counselor and Certified Brainspotting Consultant- turned business coach who helps professional service entrepreneurs break through the mental blocks that keep them stuck, exhausted, and broke.
She has adapted the therapeutic healing approach of Brainspotting for use in the business coaching setting. With Brainspotting, she helps entrepreneurs uncover and dissolve what’s stopping them from taking necessary, decisive action in their businesses.
Beth is passionate about helping entrepreneurs eliminate any blocks they have around money so they can work profitably, serve conscientiously, and live generously.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
What Brainspotting is and how it can help you in your business and life
How to access your “yuck” to understand your anxious feelings
A reason you might shy away from a financial goal you’re trying to reach
Where to start when you know you’re not meeting your business goals
How to use uncertainty to get to you to start moving forward
What a journey looks like to get beyond money blocks
How to look at money in a different way and develop a positive relationship with it
How to recognize you have a block that’s getting in the way of success
Questions to ask yourself when you aren’t on track with your goals
Directions to go when you’ve identified what’s causing you to be stuck
Something everyone goes through with any kind of change
Why it’s so difficult to let go of the old way of doing things
Episode 78: Discovering Your 'Enough' with Paul Jarvis
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This week I sat down with entrepreneur and author Paul Jarvis to discuss why you don’t need to grow your business.
Paul is a designer who likes writing (or vice versa) and has worked for himself since the 90s. He wrote a book called Company of One (Jan 15, 2019), published by Houghton Mifflin Harcourt.
His courses—Creative Class and Chimp Essentials—have been taken by more than 13,564 paying students. His writing has been talked about by everyone from Ashton Kutcher to Arianna Huffington. He’s worked with clients, such as Microsoft, Danielle LaPorte, Mercedes-Benz, Marie Forleo and Warner Music. His ideas and words have been featured in WIRED, Fast Company, Vice, USA Today and more. As a totally random aside, his photography has been seen on Greys Anatomy (the TV show).
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Why Paul decided to write his book Company of One
The importance of a company of one
Why growth is not the best decision for every company
How a company of one is based on a mindset, not a number
The core skillset you will need
The significance of setting your upper bounds
The danger of setting your business goals too high
The number one thing to consider with goal-setting
Why introspection (and time for it) is a must
Factors to consider when setting your upper bounds
Lifestyle creep and how it can impact your happiness
The best way to juggle opportunities and obligations
How to have a business that supports your life and not the other way around
What “shoulding” all over yourself can do to your mindset and success
The way Paul defines success in his business
How systems can be more of a hindrance when starting a business
The significance of connecting with the customer before scaling
One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m talking about the 5 business lessons I’ve learned and sharing some details (and numbers) behind our company.
Get Uncomfortable Fast
Connect with People Outside of Your Industry
Delegate and Learn to Let Go
Find Your Three Pillars
Find Your Blue Ocean
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Workable Wealth is celebrating a birthday!
Where Workable Wealth started and what it has grown into
Tools WW leverages to help clients along the way
Why WW believes in being accountability partners for its clients
Why you should be comfortable with being uncomfortable
How leveraging social media helped Mary Beth get uncomfortable
The importance of connecting with people outside of your industry
A crucial step to being successful in scaling and growing
The structure of and who is on the Workable Wealth team
Have you found your “three pillars”
The role mentorship has played in the growth of Workable Wealth
Why a mentor who challenges you is a perfect mentor
Workable Wealth wouldn’t be where it was today without masterminds
How Mary Beth’s “business bestie” helped her find time for her
Why your blue ocean doesn’t have to look like everyone else’s
A new product WW is looking to roll out in the coming months
Episode 60: Overcoming Industry Stereotypes in Your Career with Shannah Game
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Do You Feel Like Career Stereotypes are Standing in Your Way?
***This is part 2 of a back-to-back podcast. To listen to part 1 visit Shannah’s podcast at Millennial Money Podcast.***
This week I sat down with CERTIFIED FINANCIAL PLANNER™, podcaster, lecturer, and award-winning financial strategist Shannah Game who is on a mission to revolutionize how millennials think, act, and feel about their finances.
Shannah Game is host to the universally popular and top-ranked iTunes podcast, “Millennial Money” with listeners in 164 countries and over 4 million total downloads. Millennial Money has helped millions of listeners demystify money topics in a playful and approachable way and features interviews with musicians, authors, chefs and entrepreneurs to help inspire listeners to go out and achieve their dreams regardless of their budget.
Aside from her podcast, she is an entrepreneur at heart, starting her first business, Hometown Cinema, Inc. at 19 while in college at Indiana University that helped over 130 students get jobs and internships in the entertainment industry. Shannah is a Lecturer in Finance in California State University Northridge, where she empowers students to take ownership over their money from a young age. She is also the owner of a company that creates original personal finance media content and is an accomplished financial writer and speaker. Her financial expertise has been highlighted in articles for Women’s Health, Money Magazine, Teen Vogue, MSN Money, Reuters, Bankrate.com, Refinery 29, CNBC and Yahoo! Finance to name a few.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Shannah’s unique roa to becoming a CFP®
How Shannah’s career path lead her to become a professor for Cal State Northridge
Stay up-to-date with the latest episodes! Subscribe in iTunes today.
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