E176 | How to Grow Your Money Smartly, Safely, & Significantly with Anna Felix
Lean Out Your Business Podcast
Release Date: 05/14/2024
E180 | Operational Mistakes That Impact Growth with Gwen Bortner
Lean Out Your Business Podcast
Do you know what your business problem really is? Most visionary CEOs assume their growth issues are marketing-related, but the root cause often lies in operations. On this week's episode, Gwen Bortner and I uncover how getting to the heart of your actual problem can be a game-changer in business growth. Gwen Bortner is the founder of Everyday Effectiveness. She is a no-nonsense Operational Strategist and Business Advisor with an intuitive coaching mindset. She helps visionary female entrepreneurs achieve their most ambitious goals without the stress and overwhelm of trying to do it...
info_outline
E179 | How to Scale Without Burnout
Lean Out Your Business Podcast
Have you ever evaluated how scalable your current business model is? Or if your business suddenly experienced a 10x increase in clients, what would break down? The backbone of scaling in a sustainable way without overworking and burning out is a scalable business model and offer suite, but many businesses have ceilings and constraints in place that they don't realize exist. In this episode of the Lean Out Your Business podcast, I dive into the crucial topic of scaling without burnout. I share valuable exercises and strategies to help entrepreneurs determine their business's scalability and...
info_outline
E178 | Becoming a Disruptor to Increase Sales with Jennifer Frye
Lean Out Your Business Podcast
How do you define a "disruptor," and how does this definition resonate with your understanding or experience in your industry? What are some reasons a business owner might resist the idea of being a disruptor? How can they overcome this resistance? In this engaging episode of the Lean Out Your Business podcast, I welcomes Jennifer Frye, CEO of Appreciated Asset Business Solutions and creator of the disruptor designer method. Jennifer shares her unique approach to business growth, highlighting the importance of becoming a disruptor in your industry. Through her compelling insights, she...
info_outline
E177 | Becoming a Safe & Secure AI-Enabled Business - Part 2
Lean Out Your Business Podcast
Have you ever considered what happens to your data and intellectual property when you enter it into an AI tool? Or how your clients may be using AI with your proprietary data from your courses or programs? AI is an incredible tool but it's important to understand how to protect your intellectual property and ensure your contracts reflect this new reality. In today’s episode, I dive into the evolving role of AI within business operations. I break down the mistakes that businesses make with AI and share insights on how to leverage it effectively to simplify processes, save time, and...
info_outline
E176 | How to Grow Your Money Smartly, Safely, & Significantly with Anna Felix
Lean Out Your Business Podcast
In this episode, I sit down with Anna Felix, a leading money strategist with a background in education and linguistic intelligence. We dive deep into the intricacies of financial planning and tax strategies, especially in the context of retirement and entrepreneurship. Anna analyzes the benefits of structuring retirement savings to be flexible and tax-efficient, leveraging the stability of growth tied to the S&P 500. She also shares valuable insights on how entrepreneurs can optimize their tax situations through proactive expense tracking and strategic use of Roth IRAs. ...
info_outline
E175 | Transitioning from AI-Created to AI-Enabled - Part 1
Lean Out Your Business Podcast
Are you finding AI helpful or distracting in your business? No matter how helpful and time-saving AI (or any tool and technology) can be, it can also run the risk of becoming a bright shiny object and distraction without the right intentionality and strategic focus. So, how do we leverage AI in a meaningful way that allows us to become more efficient, productive, and increase quality without losing our focus (or our brand voice) in the process? In this episode, I'm diving deep into how Artificial Intelligence is revolutionizing the business world! AI isn't just a trend—it's a...
info_outline
E174 | High-Converting Messaging for Authentic Selling with Justine Beauregard
Lean Out Your Business Podcast
Why is it important to customize sales messaging for different audiences? What are the key elements of a high-converting sales message, and how should these elements be adapted when dealing with diverse customer personas? In this insightful episode I am joined by sales coach Justine Beauregard to dive deep into the art of authentic sales and crafting high-converting messages. Justine is a Sales Coach + Trainer who helps people grow businesses and have objection-free sales conversations that are enjoyable from start to finish. Since 2008, she has trained thousands of people how to sell and...
info_outline
E173 | Sales Mistakes That Turn Interested Prospects into Lost Opportunities
Lean Out Your Business Podcast
How can entrepreneurs ensure they aren’t just selling products or services for the sake of financial gain, but are actually providing real value to their clients? Do you recall a time when you experienced being on the receiving end of a hard sell? How did it make you feel, and how did it influence your decision? In today’s episode, we are going to do something different and fun! We're diving into the world of sales tactics and why authenticity is crucial in building strong business relationships. I'll be sharing some personal stories that shed light on the downside of pushy sales...
info_outline
E172 | Path to a Million: Real Strategies, Real Success with Jennifer Tamborski
Lean Out Your Business Podcast
What strategies can entrepreneurs and small business owners implement to avoid pitfalls when they are trying to grow their businesses? What are some effective methods for gaining a deeper and more accurate understanding of your target market? In this unique two-part episode, I engage in an insightful conversation with Jennifer Tamborski, a seasoned marketing expert. Jennifer, the mastermind behind Virtual Marketing Experts and the Marketing Matchmaker Podcast, brings a wealth of knowledge in simplifying the complexities of digital marketing, crafting impactful branding, and deploying...
info_outline
E171 | Defining Team Based Values for a Lean Dream Team
Lean Out Your Business Podcast
Ever wonder what it takes to build a high-performing team culture and get yourself out of the day-to-day operations of your business? It starts with creating an ecosystem that allows your team to self-organize and deliver on your business’s vision and goals without constant oversight. In today’s episode, I share several factors that make this possible and one that is especially critical is hiring the right people who align with your team-based values. I dive deep into the crucial topic of team-based values and their impact on building a high-performing team culture. I also share in-depth...
info_outline In this episode, I sit down with Anna Felix, a leading money strategist with a background in education and linguistic intelligence. We dive deep into the intricacies of financial planning and tax strategies, especially in the context of retirement and entrepreneurship.
Anna analyzes the benefits of structuring retirement savings to be flexible and tax-efficient, leveraging the stability of growth tied to the S&P 500. She also shares valuable insights on how entrepreneurs can optimize their tax situations through proactive expense tracking and strategic use of Roth IRAs.
Moving to a more personal vibe, Anna shares her journey from becoming a widow to empowering herself and other women in the realm of financial literacy. She emphasizes the importance of financial knowledge, advocating for its inclusion in educational curriculums, and highlights common financial missteps entrepreneurs often make. She empowers her clients to figure out the best way to grow their money using the 3 S's (Smartly, Safely, and Significantly).
In this episode, we explore:
- Understanding your financial health importance
- Spotting common entrepreneurial finance mistakes
- Smart tax planning strategies
- Insights into non-traditional retirement savings
- Learning to grow money tax-free
- How to feel empowered about financial decisions
"When you understand and control your finances, you’re not just planning for tomorrow; you’re securing your ability to make choices for your future."
- Anna Felix
LINKS:
www.annafelix.com
https://www.linkedin.com/in/annafelix-smartmoney/
Ready to simplify and streamline how you scale your business?
We are now accepting Visionary CEOs and their right-hand Ops Leads into our signature Simplify to Scale mentorship program. Learn more and join us at https://www.leanoutmethod.com/scale
Join us for our transformational in-person business retreats and masterminds each Spring and Fall at https://www.leanoutmethod.com/retreathttps://www.leanoutmethod.com/retreat.
Have questions? Want to explore partnering together to scale your business? Connect with me on my personal Instagram @cristagrasso or LinkedIn and let’s start a conversation.
If you loved this episode, please help us spread the word and reach more business owners like you by leaving a 5-star rating and review. Hit subscribe to be the first to listen to new episodes each Tuesday.
For full show notes and more visit https://www.leanoutmethod.com/podcast