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470. Should We Invest In IRA When We Are Already Investing In Our Businesses w Terry White

Service Business Mastery - Business Tips and Strategies for the Service Industry

Release Date: 09/30/2020

474. Real Life Experience of Selling One Business & Starting Another w John Stoj show art 474. Real Life Experience of Selling One Business & Starting Another w John Stoj

Service Business Mastery - Business Tips and Strategies for the Service Industry

John Stoj is likely the only Investment Advisor you've ever met who has managed both $3.5 billion and a sushi kitchen. John’scareer in finance began on a Wall Street trading floor over twenty-five years ago, with stops at investment & commercial banks, money managers, and even his own hedge fund, and this has uniquely prepared him to see the financial services industry for what it is: flush with companies and professionals far more focused on their own best interests than their customers'. John believes sincerely that, done well and delivered fairly, good financial advice is more...

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473. Should You Ever Stop And Reset Your Business show art 473. Should You Ever Stop And Reset Your Business

Service Business Mastery - Business Tips and Strategies for the Service Industry

Tersh speaks with Wayne Herring about resetting and creating a 90-day plan of goals you want to accomplish! They also speak about the coaching organization Wayne has, called Business Builder Camp and you can learn more by visiting You get some free goodies for visiting his website!!    Podium is one of our major supporters! Click this link to learn about them, and show them that you value them supporting the podcast!  

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472. How To Grow Your Service Business w Speed And Accuracy w Mike Agugliaro show art 472. How To Grow Your Service Business w Speed And Accuracy w Mike Agugliaro

Service Business Mastery - Business Tips and Strategies for the Service Industry

Tersh talks with Mike A about what it takes to successfully grow a business to $32 million a year in revenue. Mike is a #businesscoach who has years of experience to back up everything he is #coaching. #ceowarrior is one of the fastest-growing #servicebusiness coaching organizations in the country, and Mike shares some free coaching advice here! Sign up to attend classes with us here   ______________________________________________ Affiliate Links here! Click these to help support the channel and Tersh! Virtual Reality Service Tech Training - Shure mic like Tersh uses - ...

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471. Setting Goals For Your Business And How To Reach Them w Sharon Cully show art 471. Setting Goals For Your Business And How To Reach Them w Sharon Cully

Service Business Mastery - Business Tips and Strategies for the Service Industry

Today's show deals entrepreneurs who, with big growth goals, realize there’s a substantial gap between where they are now and where they want to be. Sharon Cully, owner and founder of Simply Processes, knows the best way to close that gap is through a clear, robust vision and well-crafted processes all with the right level of focus. Over the course of 15+ years managing teams and leading projects in blue-chip FMCG companies (including Coca-Cola, Diageo, and GlaxoSmithKline), Sharon has successfully employed best practices and process improvement methods to increase performance and minimize...

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470. Should We Invest In IRA When We Are Already Investing In Our Businesses w Terry White show art 470. Should We Invest In IRA When We Are Already Investing In Our Businesses w Terry White

Service Business Mastery - Business Tips and Strategies for the Service Industry

Tersh talks with Terry White, President & CEO of Sunwest Trust. He has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking, and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world...

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469. How To Hire A Part Time Sales Manager Who Can Also Work Remote show art 469. How To Hire A Part Time Sales Manager Who Can Also Work Remote

Service Business Mastery - Business Tips and Strategies for the Service Industry

Rene Zamora is a remote sales manager and shares some awesome information here about how to run a sales department and how we get out of our own minds as a salesperson who isn't great at sales! Tersh talks with Rene about his own experiences and they figure out how to help him become a better salesman for his business. Learn more about Rene and his business at

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468. How To Structure Your Service Business To Scale From $1M to $10 Million show art 468. How To Structure Your Service Business To Scale From $1M to $10 Million

Service Business Mastery - Business Tips and Strategies for the Service Industry

Tersh talks with Dirk van Reenen about structuring service businesses, and what we oftentimes miss when it comes to planning the growth process. Businesses often times will hit a ceiling or wall after they have already begun the process of rapid growth. This oftentimes happens due to not training the proper people in leadership before placing them in a role that requires a leader!  What part does Dirk find is most commonly missing from the businesses that are struggling the most? It is the Human System! A Human System can be defined as a small group of people who simply come together for...

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467. Where Would The World Be If We All Gave Back A Little?! show art 467. Where Would The World Be If We All Gave Back A Little?!

Service Business Mastery - Business Tips and Strategies for the Service Industry

Tersh has the great pleasure to speak with Mike Eriksen of Bluon about their latest product that is making waves within the HVAC industry! The Bluon App of course!! Oh, and the other little product, R-458A, that is making systems operate more efficiently and is a direct replacement for refrigerant 22!    Check out the way we train our service tech by using Service Business Mastery Podcast

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466. How To Increase Your Sales By 300% show art 466. How To Increase Your Sales By 300%

Service Business Mastery - Business Tips and Strategies for the Service Industry

What is your personality code, and how do you use it to communicate better? Michelle LaFrance talks with us about the 4 different types, and how we can better sell to those who have a personality type that is different from our own! Here is a quick list of the personality types: B-lueprint - these people like structure, loyalty, trust, and they are reserved individuals. A-ction - get things done quickly! They also enjoy the VIP treatment. N-urturing - value relationships, they want to know that you and your business is helping others. K-nowledge - Logical, expertise, connect the dots. These...

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465. How To Use Technology To Free Up Time In Your Business show art 465. How To Use Technology To Free Up Time In Your Business

Service Business Mastery - Business Tips and Strategies for the Service Industry

Mary Lent with ThermoGRID came on today's show to share with Tersh several ways in which we can use technology such as ThermoGRID to free up time within our day. 

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Tersh talks with Terry White, President & CEO of Sunwest Trust. He has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking, and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agents and IRA custodians for Individual Retirement Accounts.

Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRA’s, customized to fit their needs and financial goals. When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado.

 

Connect with Tersh www.serviceemperor.com or on social media @tershblissett 

CONNECT WITH TERRY
tlw@sunwesttrust.com
www.sunwesttrust.com 
www.sunwestescrow.com 

Check out this summary of Terry's book titled "When All You Have Is A Hammer...: An Informational Guide To Self-Directed IRAs":

“If all you have is a hammer, everything looks like a nail.” Bernard Baruch, American Businessman

As a young man, Terry White worked as a framer for his dad’s construction company. He used a big, heavy framing ax to pound 16-penny nails into 2 x 4s. An astute observer, he noticed that the finish carpenters on the site used a delicate, little hammer for their work of installing woodwork, window sills, and molding. The tool Terry used for his work was not the right tool for the job of a finish carpenter, nor did he have the skill to become a finish carpenter; he recognized that and took the lesson with him into adulthood.

With that story in mind, Terry chose the title for this book to position the Self-Directed IRA as another tool you may use to achieve your retirement goals. It is his opinion that Self-Directed IRAs are not for everyone; but for the right person, a Self-Directed IRA may be just the right tool for the job.

Self-Directed IRAs are great tools if you have the knowledge and skills about that in which you are investing, or want to acquire the knowledge and skills about that in which you want to invest; or are able to hire someone with the knowledge and skills about that in which you want to invest. Terry wrote this book as an informational guide for those who may be interested in Self-Directed IRAs. Readers will gain a broad overview of what owners of Self-Directed IRAs may expect and some of the investments they may purchase.