Tag Archives: Business

43. Articulate Your Vision With Lois Weinblatt



Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company?

In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better decisions, enroll your team to see where you are headed, and improve engagement across the organization. 

Lois discusses:

  • How to articulate your vision on an organizational level
  • The importance of vision in employee recruitment and client communications
  • Tips to keep your team aligned with your vision, especially in the virtual environment
  • Potential challenges during the visioning process — and how to overcome them
  • And more

Resources:

Connect With Lois Weinblatt:

Connect With Centura Wealth Advisory:

About Our Guest:

Lois Weinblatt is an international vision coach, facilitator, and speaker at True North Visionaries. Lois founded True North Visionaries in 2013 to help visionary leaders and organizations around the world gain clarity and achieve success. Before starting True North Visionaries, Lois held many sales and business development roles spanning over six years.

 


41. How To Become a Master Business Leader With Mitch Simon



Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership.

In this episode, Jonathan Freeman speaks with Mitch Simon, the founder of Simon Leadership Alliance, and a master business and leadership coach. Jonathan and Mitch reveal their strategies to enhance your leadership skills, build a high-performing team, and accelerate your business growth.

Mitch discusses:

  • How to maintain a strong company culture in a virtual environment
  • Ways to encourage a collaborative team spirit within your organization
  • Why the workplace is the new frontier for personal development
  • The underrated benefits of hiring a professional leadership coach
  • And more

Resources:

Connect With Mitch Simon:

Connect With Centura Wealth Advisory:

About Our Guest:

Through his team building retreats, results-focused workshops, executive coaching, and top ranked leadership program, Mitch Simon inspires executives, entrepreneurs and leaders around the globe to lead through their care. He proves that by focusing on both authenticity and full self-expression, even the newest leader can bypass the overwhelm and self doubt, and instead lead with a momentum that drives purposeful work and builds high-performing teams. Mitch has a J.D. MBA and has been an executive coach in San Diego for over 17 years.

 


Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group



When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions. 

In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running businesses all over the world, Joe shares how he coaches and mentors several CEOs to improve their leadership skills and business acumen through his highly exclusive peer advisory group.

You will learn:

  • What Joe’s three peer groups are all about – and how they serve CEOs and their key employees
  • How a diverse group of businesses can help you broaden your scope of knowledge
  • Why sharing your issues with fellow executives can be highly impactful
  • What differentiates The BEST CEO Group from other peer advisory groups
  • And more!

Tune in now to learn how you can glean insights from fellow business leaders and enhance your leadership skills!

Resources: Centura Wealth Advisory: (858) 771-9500 | Derek Myron on LinkedIn | Joe Phillips on LinkedIn | The BEST CEO Group | Contact Joe Phillips at: Joe@thebestceogroup.com


Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning



With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated.

What can you do now to minimize the impact of this act on your estate planning?

Derek Myron and Kyle Malmstrom answer this question in this episode. They discuss what the new tax proposal entails, the implications if it is passed, and things you can do before the 2021 year-end to minimize your estate taxes and ensure maximum wealth transfer to your beneficiaries.

You will learn:

  • Tax saving opportunities posed by the current, all-time high benefits
  • Why you should contact a professional and begin estate planning as early as possible
  • The benefits of IR-2019-189 regulations for your estate and gift taxes
  • Strategies to build a blueprint for efficient estate planning
  • And more!

Tune in now to learn how you can prepare yourself to deal with the expected tax changes!

Resources: Centura Wealth Advisory: (858) 771-9500 | Derek Myron on LinkedIn | Kyle Malmstrom on LinkedIn


Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services



Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business.  But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process?

In this episode, Jonathan Freeman is joined by Pamela Holden, Vice President at Alliant Insurance Services. With experience in law, accounting, and insurance, Pamela shares her expert insights on effective risk management strategies to help business owners get the best coverage for their needs.

You will learn:

  • How failing to focus on small details can cost you millions of dollars
  • Why you, as a business owner, should talk directly to the underwriters about your insurance needs
  • Why you should verify that brokers have a variety of subject matter experts on their team
  • Business risks posed by COVID-19 and ways to deal with them
  • And more!

Tune in now to discover best practices to minimize your business risk through insurance!

Resources: Centura Wealth Advisory | Jonathan Freeman on LinkedIn | Pamela Holden on LinkedIn | Contact Pamela: (858) 692-6945 | Email: pam.holden@alliant.com | Alliant Insurance Services, Inc. | Live Life Liberated, Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives