Shows
The Best Sellers Podcast with Doug DvorakEp 12: Sales to Wealth - Smart money moves for high-earning sales pros with Eunicia PeretIn this episode of the Best Sellers Podcast hosted by Doug Dvorak, Eunicia Peret, managing partner of Excelstra Wealth Strategy Consulting, discusses effective wealth management strategies tailored specifically for top sales professionals. Eunicia explains the critical difference between financial advisors and wealth strategists, emphasizing the importance of a holistic, collaborative approach to financial planning. Highlighting the significance of starting wealth optimization early, she delves into strategies for mitigating market volatility and leveraging compound interest. The episode also touches on challenges like relying on conventional advice and stresses the value of working with a trusted wealth strategist to ensure financial...2025-01-0827 min
Your Business – Your Next LevelEp47: Brett Tatum: Scaling Success Through Relationships and Risk-TakingIn this episode of "Your Business Your Next Level," I sit down with Brett Tatum, founder and CEO of TTO Construction, a company that has experienced explosive growth since its launch in 2020. Brett shares his remarkable journey from the energy sector to leading a construction business that has expanded to over 50 employees and $40 million in annual revenue in just four years. We discuss how his wife’s encouragement fueled his leap into entrepreneurship, his approach to scaling through strategic client relationships, and the lessons learned about leadership and personal growth along the way. Brett also reflects on his passion fo...2025-01-0232 minYour Business – Your Next LevelEp46: Megan Gluth: Leading with Compassion and Building Multi-Million Dollar SuccessIn this episode of "Your Business Your Next Level," I sit down with Megan Gluth, an award-winning entrepreneur and CEO of Catalan Solutions, one of the largest certified woman-owned suppliers in North America. Megan shares her incredible journey from a challenging childhood below the poverty line to building a multi-million-dollar business empire through grit, resilience, and an unshakable belief in trusting her gut. We discuss her philosophy of "human-centered capitalism," which blends compassionate leadership with the reality of running a profitable business. Megan reflects on overcoming early struggles, her unconventional path to becoming a business owner, and her insights...2024-12-3139 minYour Business – Your Next LevelEp45: Sheree Knowles: Bridging Leadership Gaps with Emotional IntelligenceIn this episode of "Your Business Your Next Level," I have an insightful conversation with Sheree Knowles, the CEO of HRKS and H3C, two highly successful human capital consulting firms. With over three decades of senior-level HR experience, Sheree shares her expertise in aligning people strategies with business goals, helping companies unlock their full potential. We dive into key topics like bridging the gap between leadership development and organizational success, building emotional intelligence (EQ) in leaders, and creating inclusive, purpose-driven cultures. Sheree also shares her journey from corporate HR to entrepreneurship, revealing how her personal challenges shaped her...2024-12-2636 minYour Business – Your Next LevelEp44: Patrick Stemmler: From Marine Corps to Restoration LeaderIn this episode of "Your Business Your Next Level," I sit down with Patrick Stemmler, a Marine Corps veteran and founder of United Restoration and Disaster Services, to explore his extraordinary journey from military service to entrepreneurship. Patrick shares stories of resilience and grit, starting from his childhood paper route to managing multi-million-dollar restoration projects. We dive into his experiences working with insurance companies, navigating complex claims, and advocating for homeowners who feel powerless. Patrick opens up about the lessons learned from business failures, the importance of servant leadership, and his passion for nonprofit work supporting veterans and service...2024-12-2428 minYour Business – Your Next LevelEp43: Andres Palma: Scaling Law Firms Through Delegation and Remote SolutionsIn this episode of "Your Business Your Next Level," I sit down with Andres Palma, an attorney, CEO, and co-founder of iNimble, a talent solution company that specializes in connecting Latin American professionals with U.S. law firms and businesses. Andres shares how his personal journey as an attorney and his experiences navigating hiring challenges inspired the creation of iNimble. We discuss how his company is helping law firms scale by providing cost-effective, remote support staff while maintaining high performance and reliability. Andres explains the importance of innovation, leveraging AI, and balancing technology with human interaction to deliver top-notch...2024-12-1926 minYour Business – Your Next LevelEp42: Byron Schoepf: Building Success with Proven Models and Servant LeadershipIn this episode of "Your Business Your Next Level," I welcome Byron Schoepf, a dynamic entrepreneur with an impressive journey spanning from finance to assisted living, and now thriving as a multi-location Little Caesars franchise owner. Byron shares his unique transition from being a stockbroker to entering the food business, learning valuable lessons from both his failures and successes. We dive into the importance of understanding your numbers, sticking to proven business models, and practicing servant leadership to foster community and employee loyalty. Byron also reflects on navigating challenges like the COVID-19 pandemic, balancing family life with business, and...2024-12-1732 minYour Business – Your Next LevelEp41: Christian Oviedo: From Corporate M&A to Family Business LeadershipIn this episode of "Your Business Your Next Level," I’m joined by Christian Oviedo, a finance expert with a background at top firms like KPMG and PwC, who has transitioned into a leadership role in his family’s business. Christian shares his journey from corporate mergers and acquisitions (M&A) to overseeing and rebranding his family’s Mexico-based business process outsourcing (BPO) company, focusing on nearshoring for U.S. clients. We discuss the challenges and rewards of working in a family business, managing succession plans, and aligning corporate strategies across generations. Christian also dives into the benefits of nearsh...2024-12-1233 minYour Business – Your Next LevelEp40: Rick Dawsey: Building Success Through Ability, Breaks, and CourageIn this episode of "Your Business Your Next Level," I’m joined by Rick Dawsey, a seasoned entrepreneur with over 40 years of experience founding and growing businesses across multiple industries, from construction products to software and office equipment. Rick shares his journey of resilience, starting his first business after being laid off and growing it from scratch to $20 million in revenue within three years. We discuss his "ABCs of Success"—Ability, Breaks, and Courage—and how they shaped his approach to business. Rick emphasizes the importance of persistence, avoiding comparisons, and choosing a path that aligns with your strengths and un...2024-12-1026 minYour Business – Your Next LevelEp39: Tony Warren: Finding True Wealth Through Service and Family LegacyIn this episode of "Your Business Your Next Level," I welcome Tony Warren, a veteran entrepreneur and founder of Care Builders at Home. With over 30 years of experience as an active partner in a family-owned business empire, Tony shares his journey from corporate success to founding his passion project, Care Builders, a home healthcare service focused on helping seniors age gracefully in their own homes. We explore the inspiration behind Care Builders and Tony's perspective on creating true wealth, which he defines as serving others and leaving a lasting impact. Tony reflects on the importance of family, his experiences...2024-12-0335 minYour Business – Your Next LevelEp38: Jeff Villwock: Growing Your Business Through Strategic AcquisitionsIn this episode of "Your Business Your Next Level," I’m joined by Jeff Villwock, an experienced investment banker, advisor, and CEO with a remarkable record of over $2.6 billion in transactions. Jeff shares insights from his extensive career in investment banking and business acquisitions, highlighting how entrepreneurs can grow through strategic acquisitions. We discuss the importance of understanding the value of cash-flowing businesses, creative financing options—like acquiring businesses with no money down—and the significance of having a clear plan for the first 90 days post-acquisition. Jeff emphasizes the need for strong internal controls to protect business assets and explai...2024-11-2829 minYour Business – Your Next LevelEp37: Trevin Rasmussen: The Power of Clean Financials and Transparency in SellingIn this episode of "Your Business Your Next Level," I welcome Trevin Rasmussen, founder of the Bristol Group, a nationwide business brokerage and M&A advisory firm with 18 offices across the United States. Trevin shares his journey from corporate management consulting to business brokering and reveals the importance of preparing small to midsize businesses for a successful sale. We discuss the challenges that business owners face in understanding their business’s true value, the importance of clean financial records, and how business owners can maximize their exit strategy by planning years in advance. Trevin also highlights the emotional aspects of...2024-11-2635 minYour Business – Your Next LevelEp36: Travis Ketchum: Mastering Email Deliverability for Business SuccessIn this episode of "Your Business Your Next Level," I welcome Travis Ketchum, founder of Campaign Refinery, an email platform designed to boost deliverability and open rates. Travis shares his journey of launching Campaign Refinery after years of frustration with existing email providers that couldn’t meet his standards for engagement and performance. We dive into the technical details of email marketing, exploring how factors like sender reputation, domain authentication, and list quality can significantly impact deliverability. Travis explains how his team’s relentless testing and innovation led to an email system that not only helps businesses achieve higher open...2024-11-2140 minYour Business – Your Next LevelEp35: Sam Horn: Transforming Conflicts with Powerful Communication ToolsIn this episode of "Your Business Your Next Level," I sit down with Sam Horn, CEO of The Intrigue Agency, TEDx speaker, and author of bestsellers like Tongue Fu and Talking on Eggshells. Sam brings her expertise in communication and conflict resolution to our conversation, sharing how business owners and leaders can navigate difficult conversations with grace and assertiveness. We discuss her latest book, Talking on Eggshells, which offers strategies for handling disagreements and turning conflicts into cooperation. Sam explains the power of pattern interrupts, the importance of "going first" in setting a positive example, and how to use...2024-11-1940 minYour Business – Your Next LevelEp34: Earl Foote: Embracing Technology for Business Growth and SecurityIn this episode of "Your Business Your Next Level," I’m joined by Earl Foote, founder and CEO of Nexus IT, an award-winning managed IT and cybersecurity service provider with over 26 years of experience. Earl shares his insights into the ever-evolving technology landscape and the importance of leveraging technology as a business accelerator rather than a source of fear. We discuss the role of cybersecurity, data governance, and automation in modern business operations and explore the significance of surrounding yourself with expert advisors to guide tech-related decisions. Earl also shares how managed services can help businesses streamline their operations, re...2024-11-1438 min
Amplify Your BusinessMastering Wealth Strategies for Entrepreneurs with Eunicia PeretIn this episode of Amplify Your Business, Eunicia Peret, founder of Excelstra, explains the importance of cohesive wealth strategies for entrepreneurs. With nearly 20 years of experience, she delves into why entrepreneurs should adopt a holistic approach that spans tax strategies, investment portfolios, and legacy planning. Eunicia highlights the importance of asking the right questions, embracing outside expertise, and making financial decisions early to optimize long-term wealth growth.
2024-11-1300 minAmplify Your BusinessMastering Wealth Strategies for Entrepreneurs with Eunicia PeretIn this episode of Amplify Your Business, Eunicia Peret, founder of Excelstra, explains the importance of cohesive wealth strategies for entrepreneurs. With nearly 20 years of experience, she delves into why entrepreneurs should adopt a holistic approach that spans tax strategies, investment portfolios, and legacy planning. Eunicia highlights the importance of asking the right questions, embracing outside expertise, and making financial decisions early to optimize long-term wealth growth.
2024-11-1300 min
Concierge Medical Marketing PodcastEpisode 14: Financial Strategies For High Net Worth Physicians with Eunicia PeretIn this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Eunicia Peret, a Wealth Strategy Consultant from Excelstra. They discuss the importance of integrative strategies in wealth management, particularly for high-income professionals like physicians. Eunicia shares insights on identifying ideal clients, optimizing financial strategies, and the significance of exit planning for medical practitioners. The conversation highlights real-life success stories and the value of having access to high-level financial strategies, emphasizing the need for comprehensive planning to ensure financial success and peace of mind.2024-11-1226 minYour Business – Your Next LevelEp33: Michael Weinstein: Building Scalable Success in Home ConstructionIn this episode of "Your Business Your Next Level," I sit down with Michael Weinstein, owner and operator of Olo Builders Orlando, to discuss his journey from corporate life to entrepreneurship in the home-building industry. Michael shares how his desire for a scalable, turnkey business model led him to Olo Builders, where he found a way to create high-quality, customized homes while still maintaining operational efficiency. We dive into the challenges of building a business that balances quality with scalability, the importance of empowering his team to take on critical roles, and the freedom that entrepreneurship has brought to...2024-11-1234 minYour Business – Your Next LevelEp32: Trevor Maddux: Scaling Success in the Home Services IndustryIn this episode of "Your Business Your Next Level," I welcome Trevor Maddux, a successful entrepreneur and founder of Cranston Handyman and Remodeling, one of the largest single-location handyman companies in the country. Trevor shares his journey from helping to grow Vivint’s sales force to building Cranston, a business focused on quality, scale, and customer satisfaction. We discuss the challenges of rapid expansion, the lessons Trevor learned about focusing on high-value markets, and how he developed MotionOps, a software solution designed to streamline the home services industry. Trevor provides valuable insights into recruiting and building effective teams, managing op...2024-11-0736 minYour Business – Your Next LevelEp31: Jacob Lawson: Turning Challenges into Extraordinary GrowthIn this episode of "Your Business Your Next Level," I sit down with Jacob Lawson, the inspiring founder of Extraordinary Flooring and author of Make It Extraordinary, a book on elevating one’s life through 27 powerful lessons. Jacob shares his incredible journey from working in offshore oil to creating a successful flooring business centered on quality and an extraordinary customer experience. We explore the lessons he’s learned in both life and business, including the value of working in your "extraordinary" zone, the importance of self-reflection during setbacks, and knowing when to focus on your strengths to grow a succ...2024-11-0533 minYour Business – Your Next LevelEp30: Kim Redman: Transforming Success Through Quantum LeadershipIn this episode of "Your Business Your Next Level," I welcome Dr. Kim Redman, a globally recognized CEO, keynote speaker, and pioneer in Quantum Leadership. As the founder of Creatrix Go Quantum, Kim brings a unique blend of science and ancient wisdom to the world of leadership and personal development. In our conversation, we dive into her journey, her revolutionary approach to personal transformation, and the concept of "upgrading" our mental programming. Kim explains how most of us are still running on outdated mental "apps," shaped by childhood beliefs, and how reprogramming these can unlock higher levels of success...2024-10-3133 minYour Business – Your Next LevelEp29: Yoshwin Punjabi: Cracking New Markets Through Family and TransparencyIn this episode of "Your Business Your Next Level," I welcome Yoshwin Punjabi, a Bangkok-based businessman with extensive experience in traditional African FMCG, chemical commodities, and biopackaging manufacturing. Yoshwin shares his insights on navigating international markets, particularly his work exporting to Africa and the Middle East. We discuss the challenges of entering new markets and how he views the African market as one that becomes easier to understand over time—comparing it to chewing gum that gets softer the more you work with it. Yoshwin emphasizes the importance of family, transparency, and keeping costs low in running a successful fa...2024-10-2933 minYour Business – Your Next LevelEp28: Ephraim Olson: Unlocking Business Growth Through Strategic Tax PlanningIn this episode of "Your Business Your Next Level," I sit down with Ephraim Olson, a highly accomplished tax attorney and serial entrepreneur. Ephraim holds an LLM in taxation from NYU and specializes in complex income and estate tax issues for corporations and partnerships. We discuss the world of tax planning and the crucial difference between merely filing taxes and strategic tax planning that can save businesses significant amounts of money. Ephraim explains how proper tax strategies can help business owners focus on growing their companies while taking full advantage of the tax code. He also emphasizes the importance...2024-10-2434 minYour Business – Your Next LevelEp27: Paul Hilsen: Building Successful Products with Empathy and IterationIn this episode of "Your Business Your Next Level," I welcome Paul Hilsen, CEO and founder of Compose Labs, a software consulting firm specializing in app development, data, and AI solutions. Paul shares his approach to building successful tech products with a focus on empathy and a product mindset. We explore his "Triple D" process—Discover, Design, and Deliver—which helps ensure that businesses build the right products that drive outcomes, not just output. Paul emphasizes the importance of understanding customer needs through empathy and how that can lead to more impactful product development. He also discusses the pitfalls of f...2024-10-2245 minYour Business – Your Next LevelEp26: Jim Cathcart: Building a Brand and Career Around Your ExpertiseIn this episode of "Your Business Your Next Level," I sit down with Jim Cathcart, a renowned speaker, mentor, and the author of 27 books, including the bestseller The Acorn Principle. Jim has been a keynote speaker for decades, delivering over 3,500 speeches worldwide, and has been inducted into the Sales and Marketing Hall of Fame. In our conversation, Jim shares his vast knowledge of personal and professional development, offering a blueprint for how expert-based business owners—such as speakers, consultants, and advisors—can elevate their careers and build long-term success. We discuss the importance of defining your value message, brand iden...2024-10-1740 minYour Business – Your Next LevelEp25: Steve Ramona: Building Success Through Service and ConnectionIn this episode of "Your Business Your Next Level," I welcome Steve Ramona, host of the podcast "Doing Business with a Servant's Heart" and a super-connector with a vast network of millionaires, billionaires, and high-achieving business leaders. Steve shares his philosophy of success, which revolves around serving others and building meaningful relationships. We discuss the power of creating value for others, the law of reciprocity, and how focusing on serving instead of selling can unlock incredible opportunities in business. Steve also shares personal stories from his entrepreneurial journey, how he applies the "Always Be Serving" (ABS) mindset, and the...2024-10-1536 minYour Business – Your Next LevelEp24: Armando Viteri: Unlocking Business Potential with Generative and Narrow AIIn this episode of “Your Business Your Next Level,” I welcome Armando Viteri, CEO of New Block, a leading AI strategy consulting and implementation firm. Armando shares his deep expertise in AI, from its early days in the 1980s to the revolutionary impact of generative AI today. We dive into the differences between narrow AI, which excels at superhuman tasks like optimization and predictive analytics, and generative AI, which mimics human-like conversational abilities. Armando explains how combining both types of AI can create powerful solutions for businesses, giving real-world examples of how companies can leverage AI to increase productivity and...2024-10-1142 minYour Business – Your Next LevelEp23: Bobby Williams: From Teacher to Entrepreneur – Building a Family LegacyIn this episode of “Your Business Your Next Level,” I'm joined by Bobby Williams, CEO and founder of BGW Construction, Legacy Motorsports, and Williams Trace Park. Bobby shares his incredible journey from an English teacher to a successful entrepreneur with multiple businesses under his belt. He discusses the challenges he faced as a workaholic, balancing family life with business, and the moment that prompted him to fully commit to entrepreneurship. Bobby also delves into the importance of setting boundaries, managing customer expectations, and maintaining a healthy work-life balance. His experiences working in construction and motorsports, along with his deep conn...2024-10-0148 minYour Business – Your Next LevelEp22: Michael Katz: From Startup to Multi-Million Dollar HVAC SuccessIn this episode of “Your Business Your Next Level,” host Eunicia Perrette is joined by Michael Katz, co-founder of Trio Heating and Air, to discuss his incredible journey from moving to the U.S. with no experience in the HVAC industry to building a multi-million-dollar business in just a few years. Michael shares how he and his brother started their company from scratch, focusing on exceptional customer service, environmental responsibility, and career growth for their employees. He talks about the importance of embracing challenges, learning from industry leaders, and creating scalable processes that allow for sustainable growth. This episode is p...2024-09-2443 min
Business RadioX ® NetworkEunicia Peret, Managing Partner and Founder of ExcelstraCelebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Eunicia Peret/Excelstra Eunicia Peret is the Managing Partner and Founder of Excelstra, a wealth strategy consulting firm that provides high net worth and high-income clients solutions to elevate their wealth efforts to significantly higher […] The post Eunicia Peret, Managing Partner and Founder of Excelstra appeared first on Business RadioX ®.2024-09-2026 min
Celebrating Powerhouse WomenEunicia Peret, Managing Partner and Founder of ExcelstraCelebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Eunicia Peret/Excelstra Eunicia Peret is the Managing Partner and Founder of Excelstra, a wealth strategy consulting firm that provides high net worth and high-income clients solutions to elevate their wealth efforts to significantly higher […]
The post Eunicia Peret, Managing Partner and Founder of Excelstra appeared first on Business RadioX ®.2024-09-2000 minYour Business – Your Next LevelEp21: Deb Gabor: Creating Irrational Loyalty to Strengthen Your BrandIn this episode of “Your Business Your Next Level,” host Eunicia Perrette is joined by Deb Gabor, founder and CEO of Sol Marketing, a strategy-led marketing firm specializing in solving major business and branding challenges. Deb, a renowned brand expert and author of bestsellers like Branding is Sex and Irrational Loyalty, shares her journey from a brandless upbringing to becoming a leading figure in the branding world. The discussion covers the concept of irrational loyalty—creating an emotional bond so strong that customers feel like they are “cheating” when choosing another brand. Deb provides insights into how businesses can cultivate...2024-09-1746 minYour Business – Your Next LevelEp20: Dr. Ivan Misner: Mastering Networking for Business GrowthIn this episode of “Your Business Your Next Level,” host Eunicia Perrette sits down with Dr. Ivan Misner, the founder and Chief Visionary Officer of BNI (Business Network International), the world’s largest business networking organization. With over 40 years of experience in networking and building successful businesses, Ivan shares valuable insights on how entrepreneurs can grow their businesses through effective networking strategies. He discusses the concept of working in your “flame” rather than your “wax,” the importance of focusing on a few key activities to achieve success, and the critical role of mentorship in personal and professional growth. Ivan also provides...2024-09-1044 minYour Business – Your Next LevelEp19: John McKenna: Mastering Delegation for Business GrowthIn this episode of “Your Business Your Next Level,” host Eunicia Perrette welcomes John McKenna, founder of the Emerald Group and CEO of Peachtree VA. John shares his journey from being a successful recruiter and headhunter to becoming an entrepreneur, starting his own executive firm, and acquiring Peachtree VA, a leader in virtual assistant staffing. He emphasizes the importance of delegation and how it can help business owners focus on revenue-generating activities rather than getting bogged down with administrative tasks. John also discusses the challenges of running a family-owned business, the benefits of fractional support, and the need for busi...2024-09-0323 minYour Business – Your Next LevelEp18: Jacob Durand: Building Success Through Trust and LeadershipIn this episode of “Your Business Your Next Level,” host Eunicia Perrette sits down with Jacob Durand, a successful entrepreneur and owner of multiple businesses, including J&M Pool Company, which has been recognized as a top 50 pool builder by Pool and Spa News for four consecutive years. Jacob shares his journey from cleaning pools during the economic downturn to building a successful family-run business empire. He discusses the importance of trust, leadership, and fostering enthusiasm among employees to drive company success. Jacob also offers insights on market adaptability, emphasizing the importance of being proactive and responsive to market chan...2024-08-2845 minYour Business – Your Next LevelEp17: Earl Foote: Leading with Culture and Cybersecurity in ITIn this episode of “Your Business Your Next Level,” host Eunicia Perette welcomes Earl Foote, the dynamic founder and CEO of Nexus IT, a leading managed IT and cybersecurity service provider. Earl shares his journey of over 26 years in the IT industry, highlighting how his commitment to personal growth and a people-first approach has driven the success of Nexus IT. The conversation explores the critical role of leadership in shaping organizational culture, the importance of setting high standards, and the need for continuous self-improvement to unlock business potential. Earl also discusses the importance of cybersecurity in today’s rapidly evolvi...2024-08-2036 minYour Business – Your Next LevelEp16: Dr. Mike McManus: Recognizing Burnout and Crafting a Fulfilling CareerIn this episode of "Your Business Your Next Level," I'm excited to welcome back Dr. Mike McManus, a seasoned surgeon turned entrepreneur, to discuss the critical issue of burnout among highly compensated professionals. Dr. McManus shares his journey from managing a top urology practice to embracing a "work optional" lifestyle. We delve into the mental and physical signs of burnout, the importance of having a clear vision for your future, and the value of mentorship and external support. Dr. McManus also offers insights into the challenges of misaligned visions within partnerships and how to strategically plan your exit when...2024-08-1340 minYour Business – Your Next LevelEp15: Scott Schilling: Cultivating a Strong Business Culture for SuccessIn this episode of “Your Business Your Next Level,” I had the honor of speaking with Scott Schilling, an accomplished executive coach, international trainer, and speaker with a wealth of experience in sales and marketing. Scott shares his journey from corporate America to becoming a successful entrepreneur and speaker, highlighting the pivotal role of organizational culture in business growth. He recounts his miraculous recovery from a near-fatal accident and how it shaped his perspective on resilience and faith. We delve into the value of consistency over quick fixes, and the importance of community and collaboration in achieving business success. Tune...2024-08-0639 minYour Business – Your Next LevelEp14: Martin Howell: Navigating the Corporate Transparency Act for Small BusinessesIn this insightful episode of “Your Business Your Next Level,” I sit down with Martin Howell, a leading expert in business compliance and the Corporate Transparency Act (CTA). Martin brings over 15 years of senior leadership experience, specializing in IRS compliance and government regulations. He explains the intricacies of the CTA and Beneficial Ownership Information (BOI) reporting, highlighting the importance of compliance for small businesses to avoid severe penalties. Martin also shares his approach to preparing, protecting, and prospering businesses through education and strategic planning. Tune in to learn how to navigate the new CTA requirements and ensure your business is w...2024-07-3031 minYour Business – Your Next LevelEp13: Tony DiSilvestro: From Humble Beginnings to Business MagnateIn this episode of "Your Business Your Next Level," I had the pleasure of speaking with Tony DiSilvestro, a seasoned entrepreneur who has founded over 31 businesses and employs more than 450 individuals. Tony's journey from his humble beginnings on the Jersey shore to becoming a successful business consultant and keynote speaker is truly inspiring. He shares valuable lessons on the importance of networking, transitioning from a business owner to an entrepreneur, and learning from failures. Tony also provides practical advice on balancing business growth with personal life and the importance of hiring the right support to achieve your goals. Tune...2024-07-2327 minYour Business – Your Next LevelEp12: Lauren Fernandez: Innovating the Restaurant Industry with People-First StrategiesKey Takeaways:People-First Innovation: Lauren Fernandez emphasizes the importance of people-centric innovation in the restaurant industry, combining technological advancements with a deep understanding of operational needs.Strategic Growth: The critical role of strategic growth planning, focusing on efficiency and quality control, to help restaurant brands thrive in a competitive market.Access to Capital: Addressing the capital gap for underrepresented founders, highlighting the need for diverse and inclusive investment practices.Educational Support: Full Course’s commitment to providing education and mentoring through its nonprofit platform to empower restaurant owners and operators....2024-07-1637 minYour Business – Your Next LevelEp11: Dale Wills: Building Wealth Through Real Estate and Strategic PartnershipsKey Takeaways:Mindset and Success: Dale Wills highlights the critical role of maintaining a positive and proactive mindset in achieving long-term success.Career Journey: Dale's transition from mortgage banking to founding a successful real estate development company showcases the importance of seizing opportunities and continuous learning.Innovative Wealth Building: The launch of Centra Capital Partners provides accredited investors with innovative opportunities to build wealth through single-family home developments.Importance of Peer Groups: The significance of surrounding oneself with successful and like-minded individuals through strategic peer groups like Strategic Coach and Genius...2024-07-0940 minYour Business – Your Next LevelEp10: Dr. Mike McManus: From Urology to Real Estate - A Journey of InnovationKey Takeaways:Career Transitions: Dr. Mike McManus shares his journey from a successful urology practice to entrepreneurship, emphasizing the courage needed to pivot and explore new opportunities.Entrepreneurial Spirit: The importance of addressing and solving problems creatively in both healthcare and real estate, showcasing the potential for innovation in different industries.Burnout Management: Insights into recognizing and managing burnout, and the importance of having a plan and support system to navigate career transitions.Financial Planning: The significance of personalized financial advice and the pitfalls of standard cookie-cutter financial planning for high-income...2024-07-0244 minYour Business – Your Next LevelEp09: Yiddy Lemmer: Proactive IT Management for Business SuccessKey Takeaways:Proactive IT Management: Yiddy Lemmer emphasizes the importance of proactive IT management over reactive approaches to prevent issues before they arise.Cybersecurity Essentials: Understanding that cloud services need robust security measures, including strong passwords and multi-factor authentication, to ensure data safety.Compliance and Security: Compliance involves more than just cybersecurity; it includes maintaining industry-specific regulations like PCI compliance for credit card transactions.Audit and Trust: Regular audits by independent third parties are crucial for ensuring the effectiveness and reliability of IT services and cybersecurity measures.Insurance Realities...2024-06-2534 minYour Business – Your Next LevelEp08: Chad Sutton: Mastering Real Estate Investments with Aerospace PrecisionKey Takeaways:Career Transitions: Chad Sutton shares his unique journey from aerospace engineering to leading Quattro Capital, highlighting the skills and experiences that facilitated this shift.Investment Strategies: Chad discusses the importance of a visionary approach in real estate investments, emphasizing long-term strategies and the power of generational wealth building.Expertise and Team Building: The conversation underscores the critical role of having specialized professionals and a cohesive team to navigate complex legal, tax, and business environments.Market Adaptability: Insights on how Quattro Capital navigates market fluctuations, including the...2024-06-1839 minYour Business – Your Next LevelEp07: Devin Herz: Mastering Direct Response Marketing and Innovative Client EngagementKey Takeaways:Foundation First: Devin Herz emphasizes the importance of building a strong marketing foundation that resonates with your audience and addresses their pain points.Tangible Marketing: Despite the digital age, tangible marketing materials, like video brochures, can significantly capture attention and drive engagement.Personalization Matters: Personalizing your marketing efforts, whether through emails or direct mail, can significantly enhance your connection with your audience.Adapting Quickly: Learn from economic downturns by minimizing overhead and being prepared to adapt your strategies swiftly.Leverage Technology: Use AI and the latest technologies...2024-06-1135 min
Legendary Life | Transform Your Body, Upgrade Your Health & Live Your Best LifeThe Wealth Freedom Formula: Insider Wealth Secrets Revealed to Boost Your Financial Success with Eunicia PeretToday, we have a truly special episode for you. Our special guest, Eunicia Peret is a financial strategist who is revolutionizing the way we think about wealth optimization. Eunicia has crafted a unique approach that not only focuses on growing your wealth but also eliminates the stress that typically comes with financial planning. Trust me, you won’t want to miss this!2024-06-1057 minYour Business – Your Next LevelEp06: Ted Ryce: Unlocking Optimal Health, Insights from a World-Renowned Health CoachKey Takeaways:1. **Data-Driven Health Metrics**: Prioritize assessments like fasting glucose, hemoglobin A1c, body fat percentages, and VO2 max to inform your health strategies. Objective data guides sustainable improvements in your overall well-being.2. **Comprehensive Collaboration**: Achieving success in health and finances requires a synergy of multiple expert opinions. Minimize bias by working with a diverse team, and look for data-driven results instead of relying solely on intuition.3. **Personalized Fitness Approaches**: Tailor your exercise and dietary routines based on individual needs and blood work results. Sustainable health transformations focus on personalized strategies rather than...2024-06-0443 minYour Business – Your Next LevelEp05: Raju Panjwani: Breaking Free from Corporate Life to a Path of Entrepreneurial SuccessKey Takeaways:Proactive Investment: Don't wait until you feel the need for support—start preparing now by investing in mentorship, coaching, and professional development.Define Your Purpose* Your "why" is your most powerful tool. It's the deep-rooted reason that fuels your journey, especially when leaving a corporate job for entrepreneurship.Face Fear Head-On: Fear is a natural response, but leaning into it allows for bold, transformative moves. Embrace it as part of your growth journey.In this episode Eunicia Peret and Raju Panjwani delve into the critical importance of investing in professional support and mentorship for bo...2024-05-2841 minYour Business – Your Next LevelEp04: Vikram Chalana: Lean Startup Strategies and AI-Powered Video Marketing for Business OwnersKey Takeaways:Embrace Imperfect Action: Launch your MVP (Minimum Viable Product), gather feedback, and decide whether to pivot or persevere. Learning from the market is crucial.Leverage Video Marketing: Start creating consistent content on YouTube and explore AI tools like Picturi AI to simplify video creation and editing.Invest in Long-term Growth: Focus on building systems and hiring smart individuals to support sustainable growth. Balance working "on" your business rather than just "in" it.In this episode, Eunicia Peret interviews Vikram Chalana, a seasoned electrical engineer turned serial entrepreneur. Dive into this inspiring conversation where Vikram...2024-05-2133 minYour Business – Your Next LevelEp03: Reed Goossens: The Power of Real Estate Investment and Team BuildingKey Takeaways:Education and self-learning are crucial for success in real estate investing and any business endeavors.Building the right team of experts, such as lawyers, CPAs, and financial experts, is essential for making informed investment decisions.Investing in syndications allows for diversification and access to commercial real estate opportunities.Understanding the why behind investing in real estate and the tax benefits associated with such investments is critical and requires expertise.Asking the right questions and seeking advice from experienced professionals can help minimize risks and maximize returns.In this episode, Eunicia Peret and Reed Goossens...2024-05-1636 min
Investing In The U.S.Wealth Preservation Tactics You NEED to Know as a Real Estate Investor w/ Eunicia PeretEPISODE 393: I will let you in on a little secret: it takes more than just income to build wealth.Building wealth is about much more than just the money you earn. It's about making wise financial decisions, understanding the different financial markets, and learning the wealth preservation strategies that make the rich richer.That’s precisely why I’ve invited Eunicia Peret to the show today! Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. She has honed her expertise by delivering significant financial improvements to t...2024-05-1536 min
Fully AlignedDignity in Dollars: Redefining Wealth and Legacy with Eunicia PeretIn this episode, Joe sits down with Eunicia Peret, the CEO of Excelstra. Eunicia and her company help clients address, understand, navigate, and grow their financial position in a way that connects with who they are as a person and honors the work they have done, helping them build a legacy for themselves and their teams. Listen in as Joe and Eunicia unpack a new approach to the sensitive, and often stigmatized topics of money and success.Connect with Eunicia:LinkedIn: https://www.linkedin.com/in/euniciaperet/Website https://www.excelstra.com/Instagram: https...2024-05-1434 minYour Business – Your Next LevelEp02: Joe Kiedinger: Creating Stronger Relationships & Better Business OutcomesKey Takeaways:Dignity is essential in creating stronger relationships and better business outcomes.Dignity violations can have a compounding effect on relationships and should be addressed early.Teaching others how to treat you is your responsibility.Financial planning should be customized to individual stories and include specificity and depth. Unpack your own story and associations with money to understand your mindset.Seek information rather than affirmation when discussing financial matters.Coaching can be a powerful tool for personal and professional growth.Dignity is the foundation of equity and should be prioritized in the workplace.Focus on your strengths...2024-05-0744 minYour Business – Your Next LevelEp01: WELCOME to Your Business - Your Next LevelKey Takeaways:The podcast aims to provide valuable insights and strategies for successful business owners in the multi-seven figure realm.Listeners will learn from like-minded business owners and avoid costly mistakes.The podcast will cover a range of topics including finances, business strategies, and personal development.Success leaves clues, and the podcast will feature interviews with successful individuals who are willing to share their secrets.The podcast will not focus on tech strategies or one-trick ponies, but instead provide unique and valuable approaches.This episode is the launch episode of the podcast 'Your Business - Your...2024-05-0711 minYour Business – Your Next LevelCOMING SOON | Your Business - Your Next LevelFirst 2 episodes will launch April 25th 2024! 2024-04-2300 min
BOLD CONSCIOUS CONNECTIONSFrom Financial Fears to Fiscal Finesse: The Excelstra Effect. CEO Eunicia Peret explains...Eunicia Peret is the visionary CEO & Founder of Excelstra, an award-winning financial strategist, and a former corporate entrepreneur. With a passionate commitment to making a tangible difference in her clients' lives, Eunicia has transitioned from a successful corporate career to empowering solopreneurs and business owners. At Excelstra, she focuses on helping her clients maximize their financial potential, guiding them to keep more of what they earn, grow their finances faster, and prepare optimally for the future.In highlighting the importance of:personalized financial guidancethe need for support when transitioning from corporate to entrepreneurial life...2024-04-1240 min
Lead and LiftEunicia Peret: Relieving Fears Around FinancesAbout Eunicia Peret: Are you worried that you are not “building wealth fast enough” or that your financial plan may not be enough to secure your future? Perhaps you hear the same strategies year after year when you file your taxes and are wondering “How do the ultra-wealthy pay limited to no taxes”? Eunicia Peret brings to awareness The Power of Leveraging Your Financial Team to maximize your income streams and pay fewer taxes. She has seen enough to know that without the proper strategies, everything else is just tactics in motion. In this episode, Chabidaye...2023-11-2130 min
The Mind-Body Podcast, Your Rebellious PodcastEpisode 67: Empowered Financial Planning with Guest Eunicia PeretWelcome to the Mind Body Podcast, where we bring you a rebellious take on having a strong body, calm mind, and living holistically. In this special episode, we're joined by Eunicia Peret.Eunicia is an accomplished wealth strategist with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies across multiple industries. Her passion is to help 6 and 7-figure leaders and business owners optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s...2023-11-0226 min
Surgeon SyndicateEp29: Success Strategies for High Net Worth Individuals with Eunicia Peret - Part 2We're back with wealth strategist Eunicia Peret, and today, she's diving deeper into financial empowerment and wealth creation, mainly focusing on medical professionals. Learn the concept of asset-class investing, the biggest financial blunders to avoid, and the right mindset for reducing tax burdens. Stay tuned to supercharge your wealth!
What you’ll learn from this episode
The rationale for choosing asset classes that appeal to you as an investor
Why it's important to be aware of the asset class alternatives
How to alleviate the pressure of deciding where to invest your money
Common financial pla...2023-10-0429 minSurgeon SyndicateEp29: Success Strategies for High Net Worth Individuals with Eunicia Peret - Part 2We're back with wealth strategist Eunicia Peret, and today, she's diving deeper into financial empowerment and wealth creation, mainly focusing on medical professionals. Learn the concept of asset-class investing, the biggest financial blunders to avoid, and the right mindset for reducing tax burdens. Stay tuned to supercharge your wealth!
What you’ll learn from this episode
The rationale for choosing asset classes that appeal to you as an investor
Why it's important to be aware of the asset class alternatives
How to alleviate the pressure of deciding where to invest your money
Common financial pla...2023-10-0429 min
Surgeon SyndicateEp28: Success Strategies for High Net Worth Individuals with Eunicia Peret - Part 1Get customized hands-on financial consulting offers as visionary leader Eunicia Peret gives you true monetary empowerment. Discover strategies to minimize tax liabilities, avoid financial missteps, and ultimately achieve wealth empowerment. Tune in and take the steps toward a financially secure future today!
What you’ll learn from this episode
A strategic approach to minimizing taxes and optimizing wealth
How to conquer the feeling of shame as a highly educated individual
Eunicia’s client services and how it’s different from other experts
How to identify and avoid common financial pitfalls
The idea behind removing financi...2023-10-0225 minSurgeon SyndicateEp28: Success Strategies for High Net Worth Individuals with Eunicia Peret - Part 1Get customized hands-on financial consulting offers as visionary leader Eunicia Peret gives you true monetary empowerment. Discover strategies to minimize tax liabilities, avoid financial missteps, and ultimately achieve wealth empowerment. Tune in and take the steps toward a financially secure future today!
What you’ll learn from this episode
A strategic approach to minimizing taxes and optimizing wealth
How to conquer the feeling of shame as a highly educated individual
Eunicia’s client services and how it’s different from other experts
How to identify and avoid common financial pitfalls
The idea behind removing financi...2023-10-0225 min
The Fuller Wallet Media PodcastFinding Financial Freedom With Eunicia PeretWe are bombarded with so many financial products and advice from many so-called financial experts that it can be disorienting to truly understand our finances. Without noticing it, money is being funneled out of our pockets. It is time to take matters into our own hands and find financial freedom. In this episode, we welcome special guest Eunicia Peret to discuss wealth empowerment. Eunicia shares the story of how she became focused on helping others with their finances after realizing the financial industry often takes advantage of people. She discusses the shortcomings of traditional retirement plans and the importance...2023-09-1525 min
Money Seed PodcastEP 80 - Quarterbacking Your Financial Future - Eunicia PeretEunicia Peret, CEO and Founder of Excelstra is an accountant and finance expert who is helping individuals quarterback their financial lives toward a better financial future, using Excelstra's Wealth Freedom Formula. (https://www.excelstra.com/)Check out the Excelstra Blog and Masterclass to learn more! (https://www.excelstra.com/blog/) Excelstra is not here to replace your financial advisor, they are here to work alongside your financial advisor to ensure you are not leaving money on the table, and to uncover financial blindspots. Excelstra helps clients:- Prepare for a finan...2023-08-2734 min
Investor MamaHow to Make Sure You Have the Right Financial Team in Place to Secure Your Money Goals with Eunicia Peret, Founder and CEO of The Empowered Financial PlannerOn this week's episode I interview Eunicia Peret, Founder and CEO of The Empowered Financial Planner. She shares why you may want to consider building a financial team, how to think about one, what kinds of questions to ask your financial team, if you are thinking of going this route. You won't want to miss it.2023-08-2439 min
Get Down To Business with Scott "Shalom" KleinPodcast of “Get Down To Business” – 07/30/2023 - Henry Mintzberg, Rocco Carriero, Eunicia Peret and Penny TremblayJoin Scott "Shalom" Klein on his weekly radio show, Get Down To Business with guests:
Henry Mintzberg
Rocco Carriero
Eunicia Peret
Penny Tremblay
2023-07-2640 min
Simon Says 2.0Brian Brown of Certa Pro Painters & Eunicia Peret of The Empowered Financial Planner join Gary Zermuehlen of Sandler Training, Simon INCEunicia Peret & Brian Brown Brian Brown of CertaPro Painters of Northeast Georgia CertaPro Painters® has been painting homes and businesses around Lake Lanier and in Northeast Georgia for over 15 years. Brian Brown purchased the business in 2018 and has quadrupled the business in 5 years through exceptional service and quality of work. CertaPro Painters® […]
The post Brian Brown of Certa Pro Painters & Eunicia Peret of The Empowered Financial Planner join Gary Zermuehlen of Sandler Training, Simon INC appeared first on Business RadioX ®.2023-05-0500 min
Simon Says 2.0Brian Brown of Certa Pro Painters & Eunicia Peret of The Empowered Financial Planner join Gary Zermuehlen of Sandler Training, Simon INCEunicia Peret & Brian Brown Brian Brown of CertaPro Painters of Northeast Georgia CertaPro Painters® has been painting homes and businesses around Lake Lanier and in Northeast Georgia for over 15 years. Brian Brown purchased the business in 2018 and has quadrupled the business in 5 years through exceptional service and quality of work. CertaPro Painters® […] The post Brian Brown of Certa Pro Painters & Eunicia Peret of The Empowered Financial Planner join Gary Zermuehlen of Sandler Training, Simon INC appeared first on Business RadioX ®.2023-05-0545 min
Business Innovators RadioInterview with Eunicia Peret CEO of The Empowered Financial Planner Discussing Exit Planning for Business OwnersEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that...2023-03-2223 minBusiness Innovators RadioInterview with Eunicia Peret CEO of The Empowered Financial Planner Discussing How to Optimize a Wealth Building PortfolioEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that...2023-03-1718 minBusiness Innovators RadioInterview with Eunicia Peret CEO of The Empowered Financial PlannerEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that...2023-03-1622 min
Financial Success for Entrepreneurs from The Money and Business Hero with Florian FritzHow to build a great financial strategy and team with Eunicia Peret Eunicia Peret is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization.In this Interview she is sharing, what you need to think about to build a successful financial strategy and how to build a good financial team of people helping you to do it instead of trusting the wrong people which might cost you thousands and thousands of $$$.We talk about good money m...2023-02-2031 min
Women Empower WednesdaysTaking Control of Your Finances with Eunicia PeretEpisode 39 I'm chatting with Eunicia Peret, Eunincia is the CEO and Founder of the Empowered Financial Panner. Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts in order to minimize taxes, max...2023-01-1134 min