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Day 4 of 5 Days to the New Year

The Wealth Exec podcast

Release Date: 12/31/2023

Day 5 of 5 Days to the New Year Series show art Day 5 of 5 Days to the New Year Series

The Wealth Exec podcast

Without the Basics - Strategy will not Excel.  Basics Start With You If you've missed any other podcast sessions, feel free to listen and grab your free workbook.

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Day 4 of 5 Days to the New Year show art Day 4 of 5 Days to the New Year

The Wealth Exec podcast

Click the Link to download your free workbook.  https://witty-thinker-2001.ck.page/bd77691a9b CashFlow Projection- Assess & Make Moves  In this episode, we look at: Credit Terms Vendor Relationships  Industry Impacts on Growth Plans Team input   

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Day 3 of  5 Days To The New Year show art Day 3 of 5 Days To The New Year

The Wealth Exec podcast

Budget/Forecast/Projections - How's that going? Click the link to get your workbook. https://witty-thinker-2001.ck.page/6072329a8a   Are you a creature of habit? Brainstorm/ Assess Usefulness  Team Involvement in Process Employee Message - Don't let obstacles dictate your future  Involvement In Your Employees and Community Final Thoughts 

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Day 2 of 5 Days to a New Year Series show art Day 2 of 5 Days to a New Year Series

The Wealth Exec podcast

5 Keys- Organizational Purpose Aligned with Profits  link to free workbook https://witty-thinker-2001.ck.page/080ec99009 Organizational Purpose  Team reflects the atmosphere you desire to create  New Beginnings - why KPI and other indicators are not useful Grace with Change Power of Team    The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to...

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 Day 1 of  5 Days to a New Year Series show art Day 1 of 5 Days to a New Year Series

The Wealth Exec podcast

Workbook link : https://witty-thinker-2001.ck.page/afb2dbb2da 3 Keys we will work through : Kindness = Truth (Even when it hurts)  Change = Start where you are right now. Going forward, remember it is a by-product of your actions Compassion = Understanding/Forgiveness  (even if from afar)   The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you...

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Forgotten Yourself ?! 6 Steps to Getting Yourself Back  show art Forgotten Yourself ?! 6 Steps to Getting Yourself Back

The Wealth Exec podcast

Forgot Yourself?! 6 Steps to Getting yourself back    1. Realization                Admitting to yourself, that you put yourself last  2. Brain Storm               I wish I could have... If only... I wish I did.... 3. Pick 1 to 3 Important or Life-Altering items/events              The thing that pains you the most              * hone in on  just 1 or 2 4. Learn to love yourself through meditation, OR      ...

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7 Steps to Deter Fraud - It's not that Hard show art 7 Steps to Deter Fraud - It's not that Hard

The Wealth Exec podcast

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Day 12 - My Accountant left, I have no time to find a new one.. I just need to get through the 1st quarter. ... Now What's Next show art Day 12 - My Accountant left, I have no time to find a new one.. I just need to get through the 1st quarter. ... Now What's Next

The Wealth Exec podcast

Day 12 - My Accountant left. I have no time to find a new one... I just need to get through the 1st quarter. ... Now What's Next In this episode, you’re not alone... Now Let's Review what we've learned and allow me to guide you through the review and growth process!  https://thewealthexec.samcart.com/products/private-4-week-facebook-group-/ I believe you don’t need to be an accountant to understand how to review your financial condition. This group is created as a resource environment for: business owners, executives, anyone really! Who is interested in learning more about: ...

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Day 11   You Can't Please Everyone, oh well...Don't Use this as an Excuse! show art Day 11 You Can't Please Everyone, oh well...Don't Use this as an Excuse!

The Wealth Exec podcast

In this episode, You Can't Please Everyone, Oh Well.... Don't Use this as an Excuse! Emotional Intelligence - provides the tools to create success in difficult times Download free pdf https://2iaag9je.pages.infusionsoft.net I hope you enjoy & download content for the 11 Days of the 12 Business Days  Till a New Year Series…  visit my website at https://thewealthexec.com/ Please let me know what questions you have, and  I will address them in the remaining days.  Let’s Reach Your Goals Together!

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Day 10 Cash is King - Statement of Cashflows vs Projected Cashflows Report? What? show art Day 10 Cash is King - Statement of Cashflows vs Projected Cashflows Report? What?

The Wealth Exec podcast

In this episode, What is the difference between the statement of CashFlows and Projected Cashflow reporting- Which is better?   Download free pdf https://c604iq0q.pages.infusionsoft.net I hope you enjoy & download content for the next 10 Days of the 12 Business Days  Till a New Year Series…  visit my website at thewealthexec.com Please let me know what questions you have, and  I will address them in the remaining days.  Let’s Reach Your Goals Together.

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More Episodes

Click the Link to download your free workbook. 

https://witty-thinker-2001.ck.page/bd77691a9b

CashFlow Projection- Assess & Make Moves 

In this episode, we look at:

  1. Credit Terms
  2. Vendor Relationships 
  3. Industry Impacts on Growth Plans
  4. Team input