Integrating Vitamins into Daily Habits
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What if your daily brushing routine could do more than just clean your teeth? Join us as we chat with Vladimir, the visionary co-founder and CEO of Better Better, who is transforming oral care into a nutritional powerhouse. After overcoming cancer and grappling with the demands of daily supplements, Vladimir had a breakthrough idea: infuse toothpaste with essential vitamins and minerals to support both oral health and overall well-being. Discover the compelling story behind the development of nutrient-enriched toothpaste and how this innovative concept leverages the simple habit of brushing to...
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The Intersection of Real Estate and Tax Advisory
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Matthew Wessels, partner at Wessels Realty and Tax Advisors, takes center stage as he shares his compelling journey from the hills of New Hampshire to carving a unique niche in the real estate and tax advisory world. Matthew's story is a testament to the power of combining passions, as he skillfully marries his accounting background with a fervor for real estate development. Our conversation uncovers how he transitioned from the corporate treadmill to co-purchasing his first property, igniting a career that now stands at the intersection of real estate analysis, general contracting, and...
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Harnessing Rhythm for Inspirational Leadership
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Transformative Leadership and Business Innovation: Natalie Spiro's journey from Johannesburg to the CEO of Drum Cafe North America illustrates the power of adaptability and innovation in leadership. Her story highlights how interactive drumming became a transformative tool for team development and corporate engagement, leading to a unique business model that turns energy into inspiration. Resilience in the Face of Adversity: The episode delves into Natalie's strategic pivots during the COVID-19 pandemic, showcasing her resilience as she transitioned from live events to virtual operations. Her...
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Fraud Detection and Digital Marketing In the age of AI
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Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing a robust ad fraud solution. From bots to malware, discover how Anura innovatively tackles fraudulent activities, significantly safeguarding advertisers' investments. Rich unpacks the sophisticated nature of ad fraud, especially with the rise of AI, and highlights the staggering financial implications...
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Crafting a Legacy in Luxury Real Estate
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Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a game-changer. Harrison unfolds his path from being a residential broker to representing builders, navigating the challenges of the COVID-19 pandemic, and ultimately co-founding a successful venture. He reveals the dynamics behind Dallas's booming market, driven by the influx from places like New York and...
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The Art of Trust and Technology
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What if empathy could be the cornerstone of great leadership? Join us on a transformative journey with Susan Odle, the visionary CEO of StorMagic, as she unravels the secrets behind her remarkable 30-year career in the tech industry. From her beginnings in sales to ascending to the role of CEO, Susan shares how listening and building trust have been pivotal in her leadership. As a woman and visible minority, she offers unique insights into balancing gut instincts with evidence-based decision-making to navigate the swiftly changing tech landscape. Discover StorMagic's strategic vision for...
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The Power of Community and AI in Entrepreneurship
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Imagine navigating the often isolating world of entrepreneurship, only to discover a thriving community waiting to support you. On the Business Legacy Podcast, I sit down with Graeme Barlow, CEO of Iversoft and founder of FounderLink, to reveal how the power of human connections is reshaping the entrepreneurial landscape. We discuss the duality of AI in networking how it both facilitates mass communication and underscores the irreplaceable value of in-person interactions. With Graeme's insights, we examine the surge in popularity of community events like founder dinners and unravel the shared...
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Redefining Success Through Technology and Integrity
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Let’s talk secrets to pioneering successful and transformative leadership with Mark Lewis, the visionary behind Evolved Media AI. Ever wondered how a former IBM expert could reshape Louisiana's tech industry and introduce a groundbreaking media synthesis technology? Join us as Mark unveils his journey from the early internet days to his current role in revolutionizing how personal media is transformed into cohesive videos. His patented "video GPT of chat GPT" technology promises to change the landscape of digital storytelling, and he shares insightful lessons learned along the way. As a...
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Building Pathways for Student Success
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Jessica Bartnick, co-founder and CEO of Foundation for C.H.O.I.C.E, joins us to illuminate the power of mentorship in transforming the lives of students from low socioeconomic backgrounds. With "CHOICE" meaning "Consider how One Individual Changes Everything," Jessica shares how her organization's mission is deeply personal, inspired by her husband's success as a first-generation college graduate. We explore how the foundation navigates the complexities of the college application process, connecting students with mentors who guide them through a transformative 27-week curriculum. This...
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Beyond Numbers Embracing Entrepreneurial Passion
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Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley’s story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in China to establishing her own CPA practice in Boston. The episode offers a candid look at the pivotal moments that fueled her transition, including learning from a seasoned CPA and leveraging her corporate experience to launch her own firm after...
info_outlineDiscover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley’s story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in China to establishing her own CPA practice in Boston. The episode offers a candid look at the pivotal moments that fueled her transition, including learning from a seasoned CPA and leveraging her corporate experience to launch her own firm after motherhood inspired a new direction.
Learn how tax planning can elevate your practice management strategies with insights from Shanley's collaboration with POSBOT and her mentor, Tyler Thompson. The episode explores her evolved mindset from merely fulfilling tasks to embracing the entrepreneurial spirit, emphasizing the importance of strategic client selection and holistic tax planning. Shanley's experiences underscore the necessity of educating clients about tax complexities and the pitfalls of fragmented approaches. Discover practical solutions for scalable client education that combat industry-wide misinformation, ensuring both practitioners and clients are aligned in achieving financial success.
Explore the balancing act of entrepreneurship and personal life, as Shanli addresses the challenges of setting boundaries. Through personal anecdotes, including the extreme of taking a client call during labor, the conversation sheds light on the pressures faced by professionals, particularly women, in juggling work and family. Drawing inspiration from Tim Urban, the discussion highlights the need to prioritize family time amidst professional commitments. This episode is a heartfelt reminder of the importance of boundaries to prevent burnout and ensure you remain present for those who matter most.
Timestamps
00:00:00 - Introduction and Welcome to the Podcast: Shanli Liu's Journey
00:00:12 - Shanley's Early Life and Inspiration from China
00:02:05 - Transition from Corporate Finance to Entrepreneurship
00:03:30 - Founding Freedom Folio and Building a CPA Practice
00:06:45 - Balancing Motherhood and Entrepreneurship
00:09:15 - Importance of Learning to Say No in Business
00:11:37 - Embracing Entrepreneurial Mindset through Tax Planning
00:12:45 - Lessons from POSBOT and Training with Tyler Thompson
00:14:30 - Strategic Client Selection for Scalable Tax Planning
00:16:10 - Addressing Fragmented Tax Planning and Client Education
00:18:27 - Holistic Financial Planning for Small Business Owners
00:19:30 - Collaborating with Financial Advisors for Diversification
00:21:00 - Setting Boundaries to Maintain Work-Life Balance
00:22:36 - Challenges of Overworking and People-Pleasing
00:24:00 - Societal Pressures on Women Entrepreneurs
00:25:30 - Reflection on Family Prioritization and Tim Urban's Work
00:27:00 - Conclusion: Aligning Professional Success with Personal Well-being
Episode Resources:
Connect with Shanli here: https://www.linkedin.com/in/shanli-liu-234b16b/
Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.
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For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.