Wealth Without Bay Street
120. Corporate Tax Landmines In Canada with Henry Wong

120. Corporate Tax Landmines In Canada with Henry Wong

June 21, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 120: Featured on today’s episode is Henry Wong, explaining how you, as a business owner, can avoid corporate tax landmines in Canada. Henry is a professional CPA and trains other CPA’s across Canada specializing in taxation and passing through the nationals exams. He chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming his own banker. Henry now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

3:14 The Flow of Capital

5:29 The Theory of Integration

10:21 Landmine #1 - Shareholders Get Benefits From Their Company

15:47 Landmine #2 - Shareholder Borrowing

21:42 Golini Case Study

29:49 What Can Happen If You Go With Shareholder Borrowing

33:51 Know Your Fine Print

38:25 Get Connected With The Right Advisors

 

Golini Case File

https://www.canlii.org/en/ca/tcc/doc/2016/2016tcc174/2016tcc174.html

 

Tax Court Ruling a Cautionary Tale for Small Business Owners   

https://www.advisor.ca/columnists_/florence-marino/shareholder-borrowing-is-a-shareholder-benefit-but-how-much-is-it-worth/

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

Wealth Without Bay Street is a Founding Member of the SMB PODCAST NETWORK visit https://www.smbpodcastnetwork.com/ to learn

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #HenryWong

119. The Money Advantage Using Infinite Banking In Canada

119. The Money Advantage Using Infinite Banking In Canada

June 14, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 119: This episode of Wealth Without Baystreet features Bruce Wehner and Rachel Marshall. Bruce Wehner is the lead advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. 

Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money. 

Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show.

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

1:38 The Money Advantage - How It All Started

7:00 Grasping A Firm Understanding

11:59 Finding The Right Audience

15:05 Bruce’s Journey With IBC

22:02 Rachel’s Journey With IBC

25:31 Reading And Other Learning Mediums 

30:08 How The Message Gains Traction

33:50 Always Get Back To The Fundamentals

43:50 Dealing With Negative Comments

52:05 Rachel’s Near-Death Experience 

 

Website: https://themoneyadvantage.com/

LinkedIn: https://www.linkedin.com/company/themoneyadvantage

Facebook: https://www.facebook.com/TheMoneyAdvantage

Twitter: https://twitter.com/Money_Advantage

Instagram: https://www.instagram.com/themoneyadvantage/

YouTube: https://www.youtube.com/c/TheMoneyAdvantage

Rachel Marshall:https://www.linkedin.com/in/rachelmmarshall/

Bruce Wehner: https://www.linkedin.com/in/bruce-wehner-5619b5a

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

Wealth Without Bay Street is a Founding Member of the SMB PODCAST NETWORK visit https://www.smbpodcastnetwork.com/ to learn

 

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #BruceWehner #RachelMarshall

118. Estate Planning Innovations In A Digital World Meet Guidr

118. Estate Planning Innovations In A Digital World Meet Guidr

June 7, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 118: Featuring on this episode of Wealth Without Baystreet are David Zumpano and Guy Remond. David Zumpano started out as an estate planner, founding The Estate Planner Law Center in 1995. Over the years David has also founded the Medicaid Practice Systems, LLC in 2010 and has authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for Estate planning attorneys in 2015. David now continues his journey helping estate planning and elder law attorneys build purpose driven practices with personal and professional balance. Guy Remond has over 20 years in the tech, software & consulting/advisory industries, as a founder, director, investor and advisor. Following his passion Guy branched out into the technical world, in 2001 and was a founding member and CEO of Cake Solutions Ltd. Guy has invested in a number of companies and is actively working with these companies in a non-executive director or chairman role, helping them to fulfill the leadership's drive to a successful outcome.

David and Guy have been partners in building Guidr, a digital, easy to use client interface platform released to lawyers, changing the industry by digitizing how lawyers communicate with clients to meet the demands of the modern technological advancements consumers have come to expect.  In October 2021, Dave and his technology partner, Guy Remond, co-authored; The Digitization of Law; How to transform technology disruptions into abounding opportunities, which provides the basis and support for the future of the law practice incorporating digital technology. 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

2:36 How Guidr Was Born

14:12 Guidr And Its Features

18:28  How Does Guidr Work

19:24 Maintaining a Relationship With Your Attorney 

20:54 To Have the Law Digitized, Democratized, Demonitized

26:04 Creating a Convenient Solution

28:17 Confidentiality and Ethics

32:04 Guidr Is The Future 

38:13 Adapting As Technology Advances

42:42 Understanding The Consumers

48:54 Creating Value As An Entrepreneur

51:18 Who Would David Want To Be a Hero To

52:14 Who Would Guy Want To Be a Hero To

 

Guy: https://www.linkedin.com/in/guyremond/

Dave: https://www.linkedin.com/in/david-zumpano-a0208119a/

 

Follow Guidr on: 

Facebook: https://www.facebook.com/guidr.legal 

Instagram: https://www.instagram.com/accounts/login/?next=/guidr.legal/

LinkedIn: https://www.linkedin.com/company/guidr-legal/

Twitter: https://twitter.com/GuidrLegal

YouTube: https://www.youtube.com/channel/UChhBZLky0pllzqCEXU6c-AQ

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #DavidZumpano #GuyRemond

117. Business Owners Avoid Paying Taxes Legally In Canada

117. Business Owners Avoid Paying Taxes Legally In Canada

May 31, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 117: Joining us today is Henry Wong to talk about taxation on your business that may happen after you’re gone. Henry is a professional CPA and trains other CPA’s across Canada specialising in taxation and passing through the nationals exams. He chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming his own banker. Henry now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

2:04 Something to Think About as a Business Owner

5:18 Second Death and Income Tax Act in Canada

7:46 What is the Deemed Disposition

11:33 How Can This Affect the Business

15:52 Capital Flow of a Business

19:03 Levels of Taxes and Extracting Tax

22:36 Value of The Business Owner 

24:44 Working Together With the CPA

28:38 Estate Planning and Deemed Disposition

37:33 Wind-up and Carry Back

39:48 Pipeline Restructure

44:17 Working With a Good Team

47:08 Succession Planning

50:01 Utilizing Term Insurance

56:17 Need For Insurance

1:01:21 What’s Best For You and Your Business 

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #HenryWong

115. Infinite Banking For Key Employee Benefits In Canada

115. Infinite Banking For Key Employee Benefits In Canada

May 17, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 115: Today on Wealth Without Baystreet, Richard and Jayson discuss how ensuring a key person or people in your business can be helpful and beneficial in case something happens. Providing a benefit or incentive can be good for both your employee and your business as you never know what will happen.

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

2:10 How Do Large Corporations Utilize This

6:10 Good Businesses find Ways To Keep Employees Happy

10:15 How Long Should The Business Wait To Implement This

13:52 What If They’re Uninsurable?

17:50 Keep Key Employees Safe During Travel

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet

114. Canadian Real Estate Coach Embraces Infinite Banking Concept

114. Canadian Real Estate Coach Embraces Infinite Banking Concept

May 10, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 114: Featuring on today’s episode of Wealth Without Baystreet is Elizabeth Kelly, an experienced real estate investor for more than 15 years. Elizabeth has a passion for  helping people achieve their financial dreams through the purchase of investment properties. She specializes in the acquisition and management of Rent to Own and multi-unit residential  properties. In 2019, she opened ‘Elizabeth Kelly Consulting and Coaching’ to assist both new and  experienced investors in planning, structuring and creatively financing their real estate portfolio  so they can enjoy early retirement and leave a legacy for their families.  

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

1:21 Elizabeth’s Real Estate Investment Journey

5:03 Common Mistakes Made By New Investors

8:18 The Start of EK Consulting

12:17 What is Your Objective as an Investor

16:51 You Need Back-up Plans

22:00 How IBC Can Help You Invest in Real Estate

25:58 Protection Against Inflation

33:43 Is It Too Good To Be True

43:34 Can IBC Replace RRSP

53:21 Who Would Elizabeth Want To Be a Hero To

 

Instagram: @elizabethkellyconsulting  

Facebook: https://www.facebook.com/EKConsulting.ca/ 

E-Mail: elizabeth@ekconsulting.ca

Website: ekconsulting.ca

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #ElizabethKelly

109. Always Learning With The Infinite Banking Concept

109. Always Learning With The Infinite Banking Concept

April 5, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #109: Joining us on today’s episode is agricultural expert and part-time farmer, John McArthur, in our Client Series. John learnt about the Infinite Banking Concept and curious to know more about it, got in touch with his coach Vernon McCarty, who has also joined us for this episode. John’s journey about learning to be his own banker has been an amazing one and he shares how it has helped his family and his farm today. 

 

IN THIS EPISODE, YOU WILL LEARN: 

 0:00 Introduction 

1:16 John’s Introduction to IBC

5:35 Gaining Control With IBC

10:01 Process of Learning

12:57 Generational Possibilities

18:19 Investing in the Family and Farm

22:33 A Good Coach Takes You a Long Way

31:44 Having Your Own Bank

37:25 Who Would Want To John Be A Hero To 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #JohnMcArthur #VernonMcCarty

79. Winnipeg Infinite Banking Coach Discovers Growth and Liquidity

79. Winnipeg Infinite Banking Coach Discovers Growth and Liquidity

September 7, 2021

On today’s episode of the advisor series, Roman Pushkar joins to talk about his journey with IBC after migrating to Canada from Russia. Roman worked in banking and insurance for over a decade in Moscow before discovering IBC in Canada. The main dilemma that he faced as a banking and insurance advisor was the tradeoff between financial growth and liquidity, not realizing that the answer was before his very eyes in whole life policies. Roman is now an IBC practitioner in Winnipeg and on team at Ascendant financial as an advisor. He loves working with people and helping them discover, understand and embrace a straight way to regain control of their finances through the Infinite Banking Concept. Right from the beginning, Roman adopted IBC for all his children and is teaching them early on how to become their own bankers. When he is not working, Roman enjoys spending quality time with his wife and seven children, going out camping and fishing.

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:28 How Roman got introduced to the Infinite Banking process

9:46 How Roman has personally implemented IBC as an advisor

15:54 Your children see the passion and mindset that you practice

19:12 Managing finances and practicing IBC with international exposure

26:21 Advocating IBC among international communities in Canada

30:27 The mindsets needed for practising IBC

32:29 Who Roman wants to be a hero to

 

📌 EPISODE LINKS: 

Follow Roman Pushkar:

Ascendant Financial: https://www.ascendantfinancial.ca/team-member/roman-pushkar

Website: https://www.romanpushkar.com 

LinkedIn: https://www.linkedin.com/in/roman-pushkar

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

Re-think Your Thinking - The Backwards Bicycle : https://wealthwithoutbaystreet.com/backbike 

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

Check out our other Channel for more content: https://wealthwithoutbaystreet.com/bankersvault 

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #RomanPushkar

59. Business Profit Coaching To Keep More of Your Money with Lisa Campbell

59. Business Profit Coaching To Keep More of Your Money with Lisa Campbell

April 20, 2021

Is your relationship with money complicated? Do you find yourself working hard and yet have only a little money in your account once all your dues are cleared? In today’s episode, Lisa Campbell talks about the strategies to make your business more profitable.

Traditional accounting and bookkeeping services are transactional, where an accountant would be paid a fee to do the books and prepare your taxes. Most accounts do not help consult their clients on maximizing profits. Lisa helps guide entrepreneurs & bookkeepers to skyrocket their confidence, cash flow, and freedom with money, mindset & positioning tools to help them prosper exponentially.

Lisa is the owner of The Marcam Group, a profit strategy bookkeeping firm, Head of Mentoring North America for the Successful Bookkeeper, and creator of the Accelerate 2 Advisor Mastermind program. She is certified in the Profit First method and has years of hands-on experience increasing the profits for multiple businesses, and collaborating with other Profit First Specialists throughout the globe.

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:14 The clientele that Lisa serves 

3:41 Lisa’s journey in business and starting with Profit First

11:18 Training the trainers in financial and profit coaching

15:10 The message of Lisa’s new book

20:15 Pivoting your business through Covid-19

26:24 The power of constant learning and coaching

38:57 Who Lisa wants to be a hero to

 

📌 EPISODE LINKS: 

Follow Lisa Campbell:

Website: https://www.lisacampbellprofitcoach.com/lcpc-home

Facebook: https://www.facebook.com/LCProfitCoach/

Instagram: https://www.instagram.com/lcprofitcoach/

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

58. How To Sell Your Business For Top Dollar Using The Value Builder System With John Warrillow

58. How To Sell Your Business For Top Dollar Using The Value Builder System With John Warrillow

April 13, 2021

How should you go about selling the business that you worked so hard to build? What are the steps you must take to ensure that you are able to capture maximum value while exiting your business? We have John Warrillow for you today.

John Warrillow is the founder of The Value Builder System™, and author of the bestselling books:

  • Built to Sell: Creating a Business That Can Thrive Without You
  • The Automatic Customer: Creating a Subscription Business in Any Industry
  • The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

Warrillow is also the host of Built to Sell Radio, ranked by Forbes magazine as one of the world’s 10 best podcasts for business owners. Before founding The Value Builder System, John started and exited four companies, including one acquired by a public company. He lives with his family in Toronto.

Get Warrillow's latest book, The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top: https://wealthwithoutbaystreet.com/theartofsellingyourbusiness 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

1:20 The idea behind John’s new book 

6:43 The freedom entrepreneurs experience when selling their companies

14:18 The message behind “Built To Sell” 

27:39 The Value Builder software to valuate your company

37:00 Who John wants to be a hero to

 

📌 EPISODE LINKS: 

Follow John Warrillow:

Website: https://valuebuilder.com

LinkedIn: https://www.linkedin.com/in/john-warrillow-a54b241/

Twitter:https://twitter.com/johnwarrillow

Facebook: https://www.facebook.com/BuiltToSell/

Built To Sell: https://builttosell.com

 

🎙️ WEALTH WITHOUT BAY STREET LINKS:

Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

 

Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:

https://wealthwithoutbaystreet.com/dayofnelson 

 

🤝 Join Our Community! https://wealthwithoutbaystreet.com/community

 

📚 IBC RECOMMENDED BOOKS

https://wealthwithoutbaystreet.com/books

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

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