Introduction and 5 Tips on How to Improve Your Money Mindset
Release Date: 02/14/2020
Mitigating the Negative Impact of Risk in Your Business with Meredith Messenger
Faces of Finance
Insurance is much more than a “necessary evil'' for your business. On this episode of Faces of Finance, host Shawnna Weber is joined by Meredith Messenger, an Operations and Risk Management Consultant and Founder & CEO of InsureGood. She joins our host to chat all about her experience in the insurance and risk management industry. Tune in to hear more about selecting your insurance provider, scaling risk management to businesses, and ways of systematically identifying, evaluating, and mitigating the negative impact of risk on you and your business. Highlights: [02:15] Meredith...
info_outline
Standing Out From Your Competition - An Interview with Tommy Mello
Faces of Finance
Tommy Mello is the founder of A1 Garage Doors, a $50 million-plus home service business with over 360 employees in 19 states. Tommy speaks about the inspiration behind his company, and gives tips for people who are establishing their businesses. We uncover the steps you need to take when expanding and how you can strategize your company’s growth. Tune in as we talk about standing out from your competition, and Tommy gives even more informative advice for business owners. IN THIS EPISODE: [01:25] The inspiration behind Tommy’s business, A1 Garage Doors. [07:30] When establishing your...
info_outline
Tips and Strategies for Year-End Implementation
Faces of Finance
Shawnna interviews Edgewood Business Solutions accounting executives Linda Welk, Katie Petty, and Deepa Mackrani on their tips and strategies to implement into year-end planning. First up, Linda explains why your accounts receivable detail report is so important and why you should review it before the end of the year. Learn about best practices for paying vendors, updating inventory, and recording home office expenses.
info_outline
College Planning and Application Process with Liz Murphy
Faces of Finance
Many aspects of our family life intersect with our finances. A topic that comes up frequently is planning for our child's college education, both financially and being accepted into a college of choice. That's why we are lucky to have Liz Murphy, the Founder, and Owner of Liz Murphy College Advising, join the show. Tune in as Liz reveals the steps that parents should take to prepare for college financially, and she gives application tips for financial aid.
info_outline
Protecting Your Company with Adequate Insurance - An Interview with Zack Leland and Lisa Fortenbaugh
Faces of Finance
Shawnna interviews Zack Leland and Lisa Fortenbaugh. Zack is a Commercial Insurance Producer at PIASC Insurance Services. Lisa is the Founder and CEO of Platinum HR Consulting Group. The panel explores insurance coverage for wrongful termination, sexual harassment, discrimination, and emotional distress. Lisa and Zack also explain workers’ compensation, the importance of safety training, and why your HR consultant should be collaborating with your insurance brokers.
info_outline
Using Business Credit Cards & Maximizing the Benefits - An Interview with Michelle Miller
Faces of Finance
Shawnna interviews Michelle A. Miller, a Business Development Manager for American Express. Michelle helps businesses navigate which American Express credit card to select and guides clients through the application process and the best utilization of their credit card. She gives us tips for businesses that are looking for a credit card company to collaborate with for their business needs. Michelle also explains what makes American Express unique.
info_outline
Why You Need an IT Update - An Interview with Rick Shingu
Faces of Finance
Shawnna interviews Systems Administrator and IT Consultant, Rick Shingu. Rick helps businesses discover their true potential by finding ways to apply IT systems that make them more productive and proactive. First, Rick explains why he prefers a cloud-based system over an on-premise system. Rick talks about how a cloud-based system will allow for consistent and automatic maintenance, promotes remote work, and has a generally low start-up cost for smaller companies.
info_outline
Commercial Real Estate Transactions - An Interview with Erica Frey
Faces of Finance
Shawnna interviews a broker for office property leasing and sales in the Central Valley at Colliers International, Erica Frey. When deciding between leasing and buying, Erica says it comes down to your business model. For small businesses, when lease rates are high, it may be better to acquire the property. Later, Erica explains what a business owner needs to know before looking into commercial real estate.
info_outline
Employee Recruitment - An Interview with Ojesa Asejo-Clark
Faces of Finance
Shawnna interviews Ojesa Asejo-Clark, a recruiting manager for Robert Half Finance & Accounting, the world’s first and largest specialized financial recruitment firm. Ojesa places finance and accounting professionals with companies throughout the Central Valley. She explains how employers can pick the right recruiter for their business and what employers should do when they find the right fit. Ojesa describes what the recruitment landscape looks like during COVID-19. edgysolutions.com
info_outline
Creating a Cohesive & Consistent Brand - An Interview with Ally MacWilliams
Faces of Finance
Shawnna interviews Ally MacWilliams, a graphic designer who specializes in brand design and marketing. Ally explains that branding isn't just a logo; it helps a business stand out and reach their target audience. Tune in as Ally explains branding, brand boards, why authenticity is essential, and the pitfalls of social media marketing.
info_outlineJoin host Shawnna Weber, CEO of Edgewood Business Solutions, as she brings you business finance focused interviews with people from all walks of life. Shawnna started Edgewood in order to collaborate with entrepreneurs and small business owners in the pursuit of financial security and profitability. Over the years, she has worked with businesses large and small and picked up lessons from them all - which she is now happily sharing on Faces of Finance. The show’s guests will alternate between execs from Edgewood and leaders from various industries - doctors, dancers, designers and more! Shawnna, her team, and guests will share their stories and tips, giving you a backstage pass into the world of business finance.
In this episode:
- The way you approach your finances affects how you make financial decisions and can strongly impact your ability to achieve your goals.
- People who have a scarcity mindset find themselves focusing on never having enough money.
- Five tips to help you move forward with the positive money mindset.
- If you have a bookkeeper or accountant, you should ask them to help you understand your numbers.
- Knowing your numbers helps you make decisions to achieve your goals, both for business and from your business into your personal life.
- Changing your money mindset will change the way you approach financial decisions.
- Books I recommend:
- Abundance Code by Julie Ann Cairns
- The Money Mindset Book by Evan S Piper