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

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

113. Building a Financial Steam Engine With Whole Life

113. Building a Financial Steam Engine With Whole Life

May 3, 2022

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

 

Wealth Without Bay Street EPISODE 113: Today on Wealth Without Baystreet, Richard and Jayson talk about an example from Nelson Nash’s book, ‘Becoming Your Own Banker.’ The example of how the steam engine revolutionized transportation and how you can revolutionize your finances with the help of the Infinite Banking Concept.  

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

1:36 Watch Out For Future Bootcamps

3:18 Importance of Having a Strong Foundation

5:39 Introducing ‘Becoming Your Own Banker’

12:26 Nelson’s 212° Phenomenon 

16:47 Don't Be Afraid to Capitalize

20:30 Paying the Policy Premium

24:01 Be Proactive Not Reactive 

🎙️ 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 

112. Real Estate Cash Flow Integrates With Infinite Banking

112. Real Estate Cash Flow Integrates With Infinite Banking

April 27, 2022

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

 

Wealth Without Bay Street EPISODE 112: Featuring on today’s episode of Wealth Without Baystreet is Harper Jones, an advocate for the Infinite Banking Concept (IBC) and a wealth strategist at CreateTailwind. Create Tailwind coach people how to Become Their Own Banker by taking control of the flow of their money. Harper uses his IBC system to invest in real estate and businesses and helps other people interested in the same approach. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

2:35 Harper’s Journey With IBC and Real Estate

8:09 Helping Educate Others

11:37 Using IBC to Invest in Real Estate

14:39 A Real Life Example

20:19 Reap the Benefits of What You Sow

24:48 You Can Always Capitalize The System More

26:12 Harper’s Guidance For New Comers

29:09 Who Would Martin Want To Be a Hero To

 

Website: https://createtailwind.com/

Email: harper@createtailwind.com

LinkedIn: https://www.linkedin.com/in/harperajones

 

🎙️ 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 #HarperJones 

108. How to Get Your Whole Life Policy Approved

108. How to Get Your Whole Life Policy Approved

March 29, 2022

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

 

Wealth Without Bay Street EPISODE #108: Today on the Wealth Without Baystreet Podcast we discuss the whole life policy and how to get it approved. Many times people do not invest in life insurance as they think that they might not get approved because of pre-existing conditions. Join us today in learning how you can get your whole life policy approved and what it means for you.

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

3:18 Getting Started With an Application

6:01 Rated Version vs. Standard Version

13:49 Find Out If You’re Approvable

24:10 Why This Article Should Bother You

 

🎙️ 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

107. Infinite Banking Is Like Real Estate Investing | Martin Kuev

107. Infinite Banking Is Like Real Estate Investing | Martin Kuev

March 22, 2022

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

 

Wealth Without Bay Street EPISODE #106: On today’s episode of Wealth Without Bay Street, featured on our client series is Martin Kuev. Martin has worked in executive Marketing and General Management positions for many Leading Fortune 500 companies including Coca-Cola, Kraft Foods, Nestle, Philips, and Dr. Pepper Snapple.  With this, a disciplined and fully transparent approach is utilized to analyze opportunities, manage investments, and work with partners. Over the years Martin learnt about real estate investing and has now been doing it for more than ten years. He now manages MK Properties with a team of other professionals. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:09 Starting Real Estate Investment

4:18 More to Real Estate Than You Think!

6:57 Similarities Between IBC and Real Estate Investments

12:47 Getting Started With Real Estate Investing

15:43 Biggest Regrets of Real Estate Investors

19:01 Analyzing Risk and Fear

30:51 Martin’s Advice for Starters

33:45 Who Would Martin Want To 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 #MartinKuev

95. Family Banking With Purpose - Chris Bay IBC Coach

95. Family Banking With Purpose - Chris Bay IBC Coach

December 27, 2021

This episode of Wealth Without Baystreet features Chris Bay, an Infinite Banking Coach at Life, Success and Legacy. He is the Author of ‘Family Banking with Purpose: A Story About Financial Freedom Through Infinite Banking’. Applying his twenty-two years in education and his leadership background as a principal, Chris gains great satisfaction in helping others understand how to apply IBC in their own lives. He became an Authorized Infinite Banking Concept Practitioner with the Nelson Nash Institute. Chris lives in Lawrence, Kansas, with his wife, Shawn, their two daughters, Lily and Addie, two cats, three chickens, and one old dog who puts up with the rest. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

5:17 Chris’ Inspiration for His Book

8:42 What to Take Away From Chris’ Book

15:02 Power of Family Banking

21:20 Changing Your Wind Current

25:50 Education the Next Generation on Infinite Banking

28:29 A Fond Moment with Nelson

37:12 Who Would Chris Want to be a Hero to

 

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

 

📌 EPISODE LINKS:

Connect with Chris:

Life Success & Legacy website: https://lifesuccesslegacy.com 

Books: https://familybankingwithpurpose.com

Learning Kit:  https://lifesuccesslegacy.com/learning-kit

Podcast:  https://lifesuccesslegacy.com/podcasts

 

🎙️ 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 #ChrisBay

67. Financial Freedom Begins With Personal Liberty - Lawrence Reed | Fee.org

67. Financial Freedom Begins With Personal Liberty - Lawrence Reed | Fee.org

June 15, 2021

Lawrence W. Reed became President of the Foundation for Economic Education (FEE) in 2008 after serving as chairman of its board of trustees in the 1990s and both writing and speaking for FEE since the late 1970s. He previously served for 21 years as President of the Mackinac Center for Public Policy in Midland, Michigan. He also taught economics full-time at Northwood University in Michigan and chaired its department of economics. He holds two honorary doctorates, one from Central Michigan University and Northwood University. Reed has authored nearly 2,000 columns and articles in newspapers, magazines and journals in the United States and abroad. He has authored or coauthored eight books, the most recent being “Was Jesus a Socialist?” and “Real Heroes: Inspiring True Stories of Courage, Character and Conviction”

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:21 The connection between liberty and character

10:36 The importance of personal responsibility in dealing with money

12:36 The power of the entrepreneur

21:57 Stories of remarkable entrepreneurs that have been forgotten

28:22 About Larry’s life and work

35:27 The risk of hyperinflation when expanding money and credit

 

📌 EPISODE LINKS: 

Follow Lawrence Reed:

Website: https://www.lawrencewreed.com

LinkedIn: https://www.linkedin.com/in/lawrence-reed-20a2846/

Facebook: https://www.facebook.com/people/Lawrence-Reed/100044141243817/

Books: https://www.amazon.ca/Lawrence-W-Reed/e/B08BJD7W9T/ref=dp_byline_cont_pop_ebooks_1

🎙️ 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/

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/

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