The JWellsCFO Show
By Jeremy Wells, EA, CPA
The future of business is being built by knowledge workers: consultants, creators, advisors, and agents. If you’re self-employed and making money from what you know, the JWellsCFO Show gives you tips and insights you need to get more from your business and your finances.
The JWellsCFO ShowJan 18, 2023
Business models for creative entrepreneurs
In this episode, I'm talking about business models and what every creative entrepreneur needs to know about them. I break down the different business models and explain how to create a sustainable and profitable one. And I'll discuss adapting your model as the market changes. Don't miss this essential guide to understanding business models!
Talking points
- What a business model is and why you need to know yours
- Types of business models
- The steps to create your own business model
Managing debt in your creative agency
In this episode I'm talking all about responsible debt management in a creative agency.
Talking points
- When and why to use debt in your agency
- How to manage debt in your agency
- Types of debt for your agency
- Financial ratios to help you manage debt
Cash Flow Management for Creative Entrepreneurs: Your First Priority
In this episode, host Jeremy Wells, CPA, discusses why cash flow is the first priority for creative firm owners and why a basic accounting system is critical to manage it effectively.
Cash flow is the movement of money into and out of your business. You need cash to pay your bills, invest in your business, and meet your financial goals.
Creative firms face unique challenges that affect cash flow, such as irregular income, high expenses, slow payments, competition, and the personal needs of owners. Therefore, it's important for creative firm owners to be proactive, flexible, and resilient in managing their cash flow.
A basic accounting system is a set of tools and practices that you use to record, classify, summarize, and report your financial transactions and performance. It helps you track your income, expenses, assets, liabilities, and equity, and understand how they affect your cash flow, profitability, and financial position. By using a basic accounting system, you can monitor your cash flow, control your expenses, manage your debts and payments, and improve your decision making.
In this episode, Jeremy shares practical tips and insights on how to set up and use a basic accounting system, and how to overcome common cash flow challenges faced by creative firms.
If you're a creative firm owner who wants to better understand and manage your cash flow, don't miss this episode of "The JWellsCFO Show"! Jeremy provides valuable information and resources that can help you improve your financial management and achieve your business goals.
If you have any questions or comments about cash flow or basic accounting systems, please contact Jeremy or leave a review on your favorite podcast platform. Don't forget to subscribe to "The JWellsCFO Show" to get notified of future episodes and get access to more financial tips and strategies for creative entrepreneurs.
Developing Your Personal Vision with Your Agency in Mind
The foundation of your financial management pyramid is your personal vision. In this episode, I talk about how a creative agency owner like yourself can develop a personal vision and how your agency factors into and supports that vision.
If you're clear on your vision, it guides and directs the decision-making for your personal finances and your agency.
I cover why your personal vision is critical to your agency's success and how to develop your personal vision.
How to successfully manage your finances as a creative agency owner
Imagine a pyramid of financial management for creative agencies with three levels:
- Cash flow—the base of the pyramid—or the ability to sustain operations.
- Profitability, or the measure of the long-term sustainability and success of the company.
- Wealth—the pinnacle of financial management—or assets that generate income or appreciate in value.
For each level, I discuss why it's important, how to manage it, how it relates to the other levels and your personal vision, and how my firm—JWellsCFO—can help your agency achieve your goals.
KPIs every creative professional should know
In this episode, I discuss five sets of key performance indicators every creative agency owner needs to know.
- The three kinds of KPIs
- Why creative agency owners should be familiar with each kind of KPIs
- Five sets of KPIs and how creative agency owners can use them in their own businesses and in their customer work
- How creative agency owners can use KPIs to make a business case for working with them
The Hidden Cost of a Lack of Financial Acumen for Creative Professionals
1. Why is financial literacy important for creative professionals?
2. What are some common pitfalls for creatives regarding money?
3. What are the potential costs of a lack of financial acumen?
4. How can you improve your financial literacy as a creative professional?
Financial literacy is crucial for all of us, but it’s especially important for creative professionals. By understanding the basics of personal finance, you can avoid common pitfalls and set yourself up for long-term success. Investing in your financial knowledge can pay off in the form of greater stability and increased earning potential.
If I were forced to 10x my prices
I start a series based on Extreme Questions to Trigger New, Better Ideas by Jason Cohen.
In this episode, I tackle the following question:
If you were forced to increase your prices by 10x, what would you have to do to justify it?
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Thanks for listening! If you found this helpful, please support the podcast by sharing it with others, posting about it on social media or leaving a rating and review.
If you have a question about anything I discussed in this episode, please email me at jwells@jwellscfo.com.
I also answer questions through email. To catch all the latest from me, follow me on Twitter @JWellsCFO.
Four phases of a knowledge-based business
Every business is in one of four phases:
- Wonder
- Blunder
- Thunder
- Plunder
I go over each phase, how to know which phase your business is in, and how to transition to the next phase.
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Thanks for listening! If you found this helpful, please support the podcast by sharing it with others, posting about it on social media or leaving a rating and review.
If you have a question about anything I discussed in this episode, please email me at jwells@jwellscfo.com.
I also answer questions through my daily email. So if you haven't subscribed to that yet, go to link.jwellscfo.com/list.
To catch all the latest from me, follow me on Twitter @JWellsCFO.
5 things you really need to build an agency
I introduce the five things you really need to build a minimum viable agency (MVA).
A minimum viable agency (MVA) is like an MVP, but the entire business. It's the original iteration that is ready for the market despite not being the business the owner wants.
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The JWellsCFO Newsletter helps independent knowledge workers build sellable businesses. Click here to subscribe.
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Thanks for listening! If you found this helpful, please support the podcast by sharing it with others, posting about it on social media or leaving a rating and review.
If you have a question about anything I discussed in this episode, please email me at jwells@jwellscfo.com.
I also answer questions through my daily email. So if you haven't subscribed to that yet, go to link.jwellscfo.com/list.
To catch all the latest from me, follow me on Twitter @JWellsCFO.
What is the right business structure for my agency?
You have lots of options for structuring your agency, so finding the right structure can quickly become a complicated question to answer.
In this episode, I discuss some primary considerations and standard options for structuring your agency for ownership, tax, and future structural changes. This includes the following:
- Forming a partnership and the legal document you absolutely need
- Forming a corporation and the different types of shareholders
- Protecting your decision-making authority while incentivizing investors to join
- Considerations for adding equity partners, including equity compensation for employees
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Thanks for listening! If you found this helpful, please support the podcast by sharing it with others, posting about it on social media, or leaving a rating and review.
If you have a question about anything I discussed in this episode, please email me at jwells@jwellscfo.com.
I also answer questions through my daily email. So if you haven't subscribed to that yet, go to link.jwellscfo.com/list.
To catch all the latest from me, follow me on Twitter @JWellsCFO.
How much should I set aside for taxes?
On what amount do I base my estimated tax payments?
What tax rate should I use?
Can I automate making estimated tax payments?
What could make calculating estimated tax payments more difficult?
How do I actually make the payments?
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Thanks for listening! If you found this helpful, please support the podcast by sharing it with others, posting about it on social media, or leaving a rating and review.
If you have a question about anything I discussed in this episode, please email me at jwells@jwellscfo.com.
I also answer questions through my daily email. So if you haven't subscribed to that yet, go to link.jwellscfo.com/list.
To catch all the latest from me, follow me on Twitter @JWellsCFO.
004: How to maintain your S Corporation
An S corporation allows you to reduce your tax burden, but it also requires additional administrative work.
Do you have an S corporation, or have you been told you should have one? You were probably told that an S corporation can save you on taxes, but has anyone explained the responsibilities that come along with owning an S corporation?
The S corporation provides an effective method for small business owners to reduce their tax burdens, making it an attractive and common method. Many accountants and advisors set up S corporations for their clients without properly educating owners on the responsibilities of owning an S corporation. Lacking proper guidance, owners quickly run into serious issues that could generate substantial tax implications.
This post breaks down some of the most common issues I see S corporation owners face. Addressing these common issues should help you maintain a compliant, effective S corporation.
003: Top problems with hiring an accountant and solutions
Your concern over hiring an accountant is more common than you think, and there’s a solution.
If you own a business, you know you suffer from a dilemma: you’re worried about accounting-related problems, but you don’t know if you can or should hire an accountant. In this post, I discuss seven of the most common problems business owners have with hiring an accountant, along with a solution to each problem.
At JWellsCFO, I’ve heard each of these problems from prospects and even current clients multiple times. In each and every case, the common issue was limiting beliefs held by the owner. Owners tend to translate their own doubts and concerns into problems preventing them from seeking the help they really need.
If you need any of the accounting services described above, schedule a free consultation at jwellscfo.com.
002: How much does an accountant cost?
Hiring an accountant provides the support your business needs without the cost of a full finance department. The most common question I get from prospects is “How much do you cost?” Several criteria determine the answer to that question, so there is no easy response. A competent accountant can help you understand and improve your business. Accountants generally offer four types of services:
- Tax
- Bookkeeping
- Payroll
- Advisory
Each of these types of services includes valuable assistance to help you make more money and keep more of the money you make.
If you need any of the accounting services described above, schedule a free consultation at jwellscfo.com.
001: How do I calculate & pay estimated taxes?
Paying estimated taxes helps prevent stress & unnecessary penalties, but overpaying could unnecessarily limit your cashflow throughout the year.
If you need help calculating & paying your estimated taxes, schedule a free consultation with JWellsCFO.
5 Counterintuitive Ways to Beat the Next Crisis
Tip 1: The first counterintuitive way to beat the next crisis is to understand your financial and tax status. Know what the structure of your business is, and how that structure relates to how it's taxed, to how you're going to present financial information to bankers and lenders and investors.
Tip 2: Maintain your systems. Have good systems in place that you trust. Maintain them in good times. Maintain them in rough times.
Tip 3: Niche down on your service offering. Have a specific target customer or client, and get even more specific. Be the trusted, expert advisor your target client or customer needs during a crisis.
Tip 4: Increase your prices. Set yourself up with the value, both to the customer or client and to your top line, that you should expect given the value you're going to bring to them, given the expertise that you have. Don't reduce the value of your work. Don't signal the reduction of the value of your work by reducing your prices, and don't reduce your ability to generate revenue, to stay focused on your clients and your customers.
Tip 5: Expand your capacity to be able to serve them, not just during good times, but during rough times, too.
Nothing is for certain, especially during a crisis. After all, a crisis is half-dangerous. But remember, it's only HALF dangerous; it's also half opportunity.
Which half are you going to focus on?
#JWellsCFOShow Ep.28 – Real Estate & Learning How To Grow A Business With Angela
Join us as we discuss with Angela Olmos, an experienced Realtor with a demonstrated history of working in the real estate industry. Angela has worked directly with New Home builders in the North East Florida area as a New Home Consultant and Sales Agent. Skilled in Sales, Relocation, Working with First-Time Home Buyers, New Home Sales, and Deal Closure. Strong business development professional with a strong focus on digital marketing. A great episode for any professional interested in real estate. You can follow Angela here: https://www.linkedin.com/in/angela-olmos-8b67265a/ http://angelaknowsrealestate.com/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.27 – The Truth About Florida Real Estate With Nick Salter
Nicholas (Nick) Salter is a well sought after, multi-million dollar producing Real Estate professional. He grew up watching his family cultivate an established real estate firm in south Florida which drives Nick's confidence and passion for the industry.
A great episode for any professional interested in real estate.
You can follow Nick here: https://www.linkedin.com/in/nickdsalter/ Welcome to the SHOW! Premiering every Monday.
Feel free to add your take on anything mentioned. Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.26 – Advancing Your Career & Residential Sales With Jennifer Isenberg
Jennifer Isenberg is a licensed real estate broker and been in real estate since January 2015. Her Bachelor of Business Management degree is from the University of Central Florida and her Master of Business Management degree is from Stetson University. We discover her business and discuss advancing your career. You can follow Jennifer here: https://www.linkedin.com/in/jenniferisenbergrealtor/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.25 – Residential Real Estate with Matt Vaughn
Matt is realtor based out of Nashville, TN... and he makes some valuable points for you as we discover more about the market. You can follow Matt here: https://www.linkedin.com/in/matthew-vaughn-a60614ab You can reach put to Matt directly: mvaughn@scoutrealty.com Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.24 – Real Estate Appraisal, Family Aspects, & Property Values with Meredith Young
Meredith is a REALTOR, and a Certified Residential Appraiser with over 18 combined years of experience. She has broad expertise of the Metro Atlanta area and has knowledgeable insight into property values. Meredith is currently very productive in both of her careers as a REALTOR and an Appraiser. You can follow Meredith here: https://www.linkedin.com/in/meredith-young-rcs-d-7314a8a0/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.23 – Real Estate Staging & Realty with Kevin Grant of Sell or Dwell?
In addition to being a licensed Realtor, Kevin's wife and business partner, Adrienne, is a certified Real Estate Stager. All of their listings include FREE home staging services to get their client's homes ready to show and sell FAST!
There is tons of valuable information in this interview for those who have been concerned about marketing their home or properties with all the competition out there these days.
You can follow Kevin here: https://sellordwelljax.com/team/kevin-grant-licensed-real-estate-sales-associate
Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.22 – Inspiration From Kara Joseph, Wine Sommelier
Welcome to a conversation with Kara Joseph, inspiration from wine & business. Listen for more. You follow Kara here: https://www.bewineinspired.com/ Welcome to the SHOW! Premiering every Monday.
Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.21 – A Real Estate Agent Making A Name For Himself In Atlanta, with A.J. Ellison
Welcome to a conversation with A.J. Ellison, a newly licensed real estate agent who just moved to Atlanta, GA to pursue his dreams and make a name for himself in Atlanta.
Check out A.J. on Instagram here: https://www.instagram.com/a.j.ellison/
Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.20 – What Most Businesses Miss PT.2, with Jeremy Wells
Welcome to a chat with owner/founder, Jeremy Wells, as he wraps up last week's crucial topic on what most businesses tend to neglect. Be sure to pay attention as getting this right, can actually increase the value of your business. If you already know what Jeremy is talking about, then why haven't you done it. If you didn't know what Jeremy was talking about, then comment below and let us know what yours is. Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.19 – What Most Businesses Miss, with Jeremy Wells
Welcome to a chat with owner/founder, Jeremy Wells, as he breaks down what most businesses tend to neglect. Be sure to pay attention as getting this right, can actually increase the value of your business. If you already know what Jeremy is talking about, then why haven't you done it. If you didn't know what Jeremy was talking about, then comment below and let us know what yours is.
Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.18 – The Truth About Marketing with Elizabeth Pampalone
Elizabeth Pampalone is an Engaging Speaker, Successful Entrepreneur, Master Networker and Trusted Business Adviser with over 20 years of experience all meticulously sculpted to equip business visionaries to achieve success through the power of Absolute Marketing. You can apply much of what she says to your business in 2020!
Welcome to the SHOW! Premiering every Monday.
Connect with Elizabeth Pampalone here: https://www.linkedin.com/in/elizabethpampalone/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.17 – The Sales Strategist For Introverts, Ashley Harwood
Ashley Harwood not only has real estate experience at Keller Williams, she also helps introverts understand and utilize their unique strengths to be even more successful in sales. Ashley is a fierce advocate for introvert entrepreneurs. She is passionate about empowering introverts to be as successful as they choose to be, while still enjoying their lives, every day. She is the creator of The Quiet Success Workshop, The Quiet Success Programs, and founder of The Quiet Success Retreat. Ashley teaches introvert entrepreneurs how their energy affects their bank account.
She has taught hundreds of entrepreneurs throughout the country and loves showing business owners alternative ways to grow their businesses. Welcome to the SHOW!
Premiering every Monday.
Connect with Ashley Harwood here:
https://www.moveoverextroverts.com/about-us
https://www.linkedin.com/in/ashley-harwood-a86b8177/
Feel free to add your take on anything mentioned. Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.16 – Building An Insurance & Marketing Agency For Mortgage Brokers w/ Luis Aleman
Luis Aleman runs an independently owned and operated multi-line Insurance Agency dedicated to insuring your everyday life. Unlike most agencies they are not obligated to use only one insurance company. He strives to build lasting relationships with his clients by, working with you to identify insurance options that are right for you and your family, explain coverage options, assist and guide you through claims and other customer service needs, use his experience and insurance relationships to customize your policies to meet your needs, & treat you as a person and not another policy. You may be able to apply much of what he says to your business.
Welcome to the SHOW! Premiering every Monday. Connect with Luis Aleman here: https://www.linkedin.com/in/luis-aleman-9a1819a6/
Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.15 - EXP Realty & Buying/Selling Homes with Melissa Cruz, Broker Associate
Melissa Cruz tells us about her experience working with EXP Realty & what she has learned from educating and helping her customers through the process in purchasing and selling a home, ultimately helping you reach your goals! You may be able to apply much of what she says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Melissa Cruz here: https://www.facebook.com/cruzm19/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.14 - Building Wealth From Rentals with Real Estate Investor Ashley Kehr
Ashley sits down with Jeremy & shares how she structures her investments, how she pitches her deals, and how she’s finding deals. Ashley gives great advice for what most people get wrong about investing.
You may be able to apply much of what she says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Ashley Kehr here: https://www.instagram.com/wealthfromrentals/?hl=en
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.13 - What Realtors Can Learn From Bartending & Bigger Firms with Nicole Garrity
Nicole Garrity is an expert real estate agent with Keller Williams Realty-Metropolitan in Bedford, NH and the nearby area, providing home-buyers and sellers with professional, responsive and attentive real estate services.
You may be able to apply much of what she says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Nicole Garrity here: https://www.facebook.com/ABODEteamRealtor/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.12 - Wealth & Investment Advisory with Jessie Tee from The Jessie Tee Show
Jesse is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm. Their business ethos is rooted in helping people explore the wisdom of true wealth.
Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships the secrets to success.
You may be able to apply much of what he says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Jessie Todisco here:
https://www.linkedin.com/in/jessetee/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.11 - Exceeding Expectations of Mortgage Loan Originating with Matt Hartman
You hear a discussion with Matt Hartman today where we discover more about the business of mortgage lending and he gives some key insights on how Heroes Home Loans is unique.
You may be able to apply much of what he says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Matt Hartman here:
https://www.linkedin.com/in/matthew-hartman-bb61b4169/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.10 - How to Grow Your Real Estate Brand Using Social Media with Chelsea Peitz
Chelsea creates simple, repeatable processes that help new and seasoned professionals generate revenue-based conversations through social networks with exclusive content and coaching.
What can you learn from Chelsea?
* How to grow personal brand awareness that ATTRACTS top prospects
* How to generate more referral business in under 10 minutes per day
* Quantifiable results in the form of new business and increased revenue
* Proven curriculum for maximum efficiency and effectiveness
Enjoy this interview with her as we talk about implanting these processes and systems in businesses like yours.
Welcome to the SHOW! Premiering every Monday.
Connect with Chelsea here:
https://www.facebook.com/chelschats/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.9 - Bookkeeping, Winning Systems, & Building Your Business with Diane Denholm
Diane's expertise includes using strategic planning, business process improvement, human capital management, financial and performance management, acquisition management and program/project management to help increase profitability. Now she focuses on helping small businesses manage their finances through effective and efficient bookkeeping, reporting, analysis and operational support.
Enjoy this interview with her as we talk about implanting these processes and systems in businesses like yours.
Welcome to the SHOW! Premiering every Monday.
Connect with Diane here:
https://www.linkedin.com/in/diane-denholm-pmp-954a709/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.8 - Real Estate & Power Couples with Fabian & Pamela Vargas
They are husband and wife real estate advisors. They come from a diverse background. Pamela Vargas was born and raised in New Jersey spending most of her career in customer service. She comes from a household of military turned law enforcement. Her upbringing has embedded loyalty and kindness. She is hospitable beyond means. She is the face of the team and always has a smile!
Fabian Vargas was born in Puerto Rico, raised in Brooklyn, NY, and comes from a law enforcement background with degrees in Criminal Justice Management and Psychology. Growing up in the streets of New York and turned law enforcement, he is more stern and analytical. He is business before agent!
The two of them combined make a dynamic duo. What one lacks the other has! And who would be more passionate than a husband and wife team!
Welcome to the SHOW! Premiering every Monday.
Connect with Fabian & Pamela here:
https://www.facebook.com/pg/FPVargasGroup/about/?ref=page_internal
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.7 - Real Estate Investing & Real Wealth Network with Kathy Fettke
With a passion for researching and sharing the most important facts on real estate and economics, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR, CBS MarketWatch and the Wall Street Journal. She is the author of the #1 best seller, Retire Rich with Rentals, and is host of The Real Wealth Show – which is a featured podcast on iTunes with listeners in 133 different countries.
Welcome to the SHOW! Premiering every Monday.
Connect with Kathy here:
https://www.realwealthnetwork.com/team-members/kathy-fettke/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.6 - Smart Home Loans, Motivated Sellers, & Wholesale Deals w/ Sean Gauthier
With an eye for detail and financial opportunity, Sean Gauthier closely collaborates with his clients to collect the required documentation, analyze their budget, their credit and match them to a loan that does not compromise their existing assets and investments.
He gives you some key options & valuable industry knowledge to consider in this interview.
Welcome to the SHOW! Premiering every Monday.
Connect with Sean here:
https://www.linkedin.com/in/seangauthier/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.5 - Real Estate Profitability & Growth w/ Jennifer Henry
Jennifer Henry is a real estate coach, mentor, trainer, and marketer who truly loves what she does. Her coaching organization devoted to the best client experience possible while maintaining systems, profitability and growth. Her mission is to seek, realize and fulfill an abundant life for others and ourselves.
Welcome to the SHOW! Premiering every Monday.
Connect with Jennifer here:
https://mycompasscoaching.com/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.4 - Event Coordination & Current State of Hemp Environment w/ Daulton O'Neill
Daulton O'Neill is a community builder and President of Green Light Events, where he hosts and facilitates hemp events. His story is inspiring if you are looking to start a movement or event, as his business provides premium presentation services to the green industries.
There is a wealth of knowledge in this interview and you will definitely learn something new about the space.
Welcome to the SHOW! Premiering every Monday.
Connect with Daulton here:
https://www.linkedin.com/in/daultononeill/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.3 - Valuing, Buying, & Selling Businesses with Eric Burgmaier
Eric Burgmaier is a highly experienced CPA who built a profitable practice taking on dental clients and helping them with valuing & selling their practice. Welcome to the SHOW! Premiering every Monday.
Connect with Eric here: https://www.linkedin.com/in/eric-burgmaier-cpa-cva-75326913/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.2 - Commercial Real Estate Advisor Fernando Crisantos
Fernando Crisantos currently serves as an Advisor at SVN | Vanguard in Orange County, where he specializes in the sale and leasing of retail, office, and industrial properties.
Welcome to the SHOW! Premiering every Monday.
Connect with Fernando here:
https://www.linkedin.com/in/fcrisantos/
https://fromthegroundupcre.com/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
#JWellsCFOShow Ep.1 - Software & Web Developer Spencer Norman
Welcome to the SHOW! Premiering every Monday.
We welcome Spencer Norman, a web/software developer, and a JWellsCFO client! You get a chance to hear about the great decisions that Spencer has made, utilizing accounting & the financials.
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!