Shows
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsSolving The Top 5 Hidden Money Leaks In Your FirmThere may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these financial holes without sacrificing the integrity of your profession. Whether you are a start-up firm looking to plan ahead or an established one aiming to keep the cash flowing without issues, this is a must-listen episode.
2025-08-1538 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam LeanTired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving practice with high-paying clients. Michelle shares insights on creating empowering sales conversations and achieving work-life balance while teaching firm owners to charge premium fees and focus on value-based interactions. If you're ready to transform your approach to selling, and build the confidence to grow...
2025-07-1523 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBeyond The Numbers: Scaling Advisory Services In Your Tax Practice With Jim BuffingtonUnlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable insights on how to break free from the burnout cycle, ethically double or triple your fees, and create consistent cash flow by leading with strategic tax planning and advisory services. He also reveals how to attract ideal clients, ditch the ones that drain your energy, and build a firm and...
2025-06-1535 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsStop Working For Free: How To Get Paid For Researching With Dominique MolinaResearching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how she transformed her practice, increased revenue, and reduced stress by implementing value-based pricing, structured client agreements, and productizing services. Get ready to finally claim your worth and watch your income soar!
2025-06-0144 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow To Get Free Leads: Proven Strategies That Work! With Scott ScaranoAre you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smooth rhymes as an OK rapper! Get ready for a rollercoaster ride through Scott's entrepreneurial journey, where he spills the secrets behind his ingenious lead-generation strategies. If you're ready to attract better clients, optimize your lead generation, and maybe even have a little...
2025-05-1542 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow To Increase Revenue from Existing Clients Using Entity Planning with Paul HamannEntity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provide entity planning services for free, how to create a process to monetize these services, and the key compliance considerations firms need to be aware of. If you're looking to increase revenue from existing clients while providing them with significant tax savings, this is an episode you won’t...
2025-05-0136 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsMaximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam LeanCFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works fo...
2025-04-1551 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsTop Organic Lead Generation Strategies To Grow Your Firm With Gaynor MeilkeLead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to position yourself where potential clients are looking, and reveal the top ways to generate leads without relying on paid ads. If you’re tired of waiting for referrals and want to build a steady stream of high-value clients, this episode is packed with insights you can put into ac...
2025-04-0142 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsWhat Every Accountant Needs To Know About Value Pricing With Mark WickershamUnlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally build a more profitable and fulfilling career. Take the first step toward transforming your pricing strategy—start applying value pricing today!
2025-03-1555 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow CFO Services Can Transform Your Firm With Adam LeanBuilding a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end work, and create irresistible CFO advisory packages that transform businesses. Tune in to discover actionable insights that help you work smarter, not harder while delivering real value to your clients.
2025-03-0126 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow KPI Strategies Drive Success With Ron BakerKPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Baker, a leading expert in value pricing and predictive indicators, to share actionable insights that go beyond traditional metrics. Together, they explore how firms can track meaningful data, improve client satisfaction, and increase profitability. Discover how small changes like focusing on high satisfaction days and reducing customer effort can lead to huge business results. This episode is packed with practical advice to help you redefine success and lead your accounting firm to peak growth.
2025-02-1549 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsThe Simple Structure of Marketing with Cameron MontgomeryAre you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods, to break down a simple four-step system you can easily emulate to attract ideal clients through organic Facebook marketing. Learn how to identify your niche, craft compelling content, and strategically position yourself as the go-to expert in your chosen field. If you are ready to ditch the overwhelm and embrace a structured approach to marketing...
2025-02-0143 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsCase Study | Accounting Growth: From $400 To $25K With Jaci NorthBuilding a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her transform her firm while regaining freedom and balance in her life. Tune in to discover how redefining your approach to sales, pricing, and client relationships can unlock the full potential of your business.
2025-01-2134 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow Excel Can Transform Your Capacity Issues In Your Firm with Jeff LenningMany people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage all of its features and tools, you could achieve greater efficiency in your business processes. Michelle Weinstein welcomes Excel guru Jeff Lenning, Founder of Excel University, who guides accounting professionals in using this computer software to streamline workflows, improve accuracy, and automate repetitive tasks. He explains how making the most out of Excel’s many capabilities can lead to sustainable growth, better time management, and a healthier workplace culture. Do not miss this opportunity to...
2025-01-1544 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBuilding An Effective Enrollment Process With Bruce GerstenfeldMichelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised prices, and transformed his firm into a thriving business while still maintaining client loyalty. Tune in for insights on making bold changes that lead to business growth.
2025-01-0128 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow To Unlock More Revenue While Reducing Work Hours using Automation with Jamie GruolHost Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn how these strategies can reduce your workload, improve cash flow, and increase profitability without sacrificing client satisfaction. This conversation is a game-changer for tax professionals looking to work smarter, not harder!
2024-12-1552 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsThe Power of Podcasting to Generate Leads with Shannon WeinsteinMichelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical steps for getting started. If you want to learn how to use podcasting to attract premium clients, this episode is packed with actionable advice!
2024-12-0147 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsCreating Adaptive Capacity for VIP's in Your Firm with Ron BakerMichelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimize your client roster and boost your firm’s performance. Tune in to learn how to manage capacity effectively and create lasting success for your accounting firm.
2024-11-1543 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBridging The Action Gap: From Information To Implementation With Paul RossIn this episode, Michelle Weinstein dives deep into the implementation gap with the renowned author, speaker, and master hypnotist, Paul Ross. They explore the frustrating disconnect between knowledge and action, and why so many of us get stuck in a cycle of learning without achieving. If you're an accounting professional tired of attending webinars and workshops that leave you with more questions than answers, this episode is for you. Paul and Michelle uncover the subconscious blocks that prevent us from taking action and share practical strategies to bridge the gap between information and transformation. Get ready to turn your...
2024-10-1543 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 143 | Case Study | Break Free From Limitations: The Power Of Coaching With Tajni DillerBurned out and overwhelmed, Tajni Diller’s tax and bookkeeping firm was on the brink. In this episode, Michelle Weinstein interviews Tajni, who turned her business around with the power of coaching and mentorship. Discover the pivotal changes that led to her reduced workload, increased revenue, and renewed passion for her work. Tune in to hear how investing in the right coaching can be the catalyst for your success.
2024-10-0130 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPAAre you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about how much money many accountants waste on ineffective ad campaigns. Learn how to identify your ideal client niche, craft irresistible offers, and build a robust marketing system that converts leads into loyal clients. As the owner of Leaders Online, she shares invaluable insights on crafting compelling ad copy...
2024-09-1537 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBonus Episode: The Art of Enrollment vs Sales with Molly MurphyIn this enlightening episode, host Michelle Weinstein and guest Molly Murphy dive deep into the art of connecting with clients in the accounting industry. They explore why traditional sales techniques often fall flat for accountants and introduce the concept of enrollment as a more effective approach. Michelle and Molly share insights on overcoming self-limiting beliefs, understanding client pain points, and mastering the art of listening to truly serve clients. This episode offers a fresh perspective on how accounting professionals can transform their practices by shifting from selling to enrolling.
2024-09-1041 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBoosting Business Confidence With Chelsea Zainea | Case StudyDiscover the journey from anxiety to business confidence in this compelling episode of the Abundant Accountant Podcast. Michelle Weinstein welcomes Chelsea Zainea, a CPA turned fractional CFO, to share her transformative experience. Chelsea reveals how she overcame stress and underpricing to build a successful and confident business. This case study highlights the steps Chelsea took to enhance her business confidence and create a thriving firm. Tune in to learn valuable insights and strategies to elevate your own business performance. Don't miss this inspiring conversation that could change the way you approach your business challenges.
2024-09-0130 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsMastering Service Pricing: Insights From Eric GreenIn this episode of the Abundant Accountant podcast, Michelle Weinstein is joined by tax attorney and IRS representation expert Eric Green. Dive into service pricing strategies as Eric shares his insights on how to price your services effectively. Learn how to transition from hourly billing to relationship pricing, ensuring you get paid what you're worth. Eric, the founder of Tax Rep Network, discusses practical tips and real-life examples to help you boost your fees and grow your accounting practice. Don't miss this engaging episode packed with actionable advice for accounting professionals.
2024-07-1544 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow To Master Tax Plan Sales After Previous Challenges With Dominique MolinaSelling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans to your clients. Dominique draws from her extensive experience to guide us through the pitfalls and successes of shifting from compliance-based services to strategic tax planning. This episode offers insights and encouragement for tax professionals looking to enhance their practices by...
2024-06-2745 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsLeading Edge Strategies: Propel Your Firm To Success With Ron BakerStaying at the leading edge is essential for sustained success and growth, requiring constant innovation, strategic foresight, and a commitment to staying ahead of the curve. Join host Michelle Weinstein as she welcomes Ron Baker, the founder of VeraSage Institute and radio talk show host. Ron guides firm owners to stay at the leading edge of their industry with the concept of strategy and plan, subscriptions, and success stories. Don’t settle for mediocrity! Tune in and learn how to propel your firm to the leading edge.
2024-06-1540 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsThe Impact Of Transformational Sales Coaching With Amit ChandelThe best learnings are found not just in reading books but also in doing the work and learning at the job itself. This is the realization of seasoned financial expert Amit Chandel when he got into the transformational sales coaching of Abundant Accountant. Joining Michelle Weinstein, he shares how the program guided him from swimming aimlessly in the vast ocean of career building to finding the lighthouse that transformed him into an entrepreneur. Amit talks about the success his firm is currently enjoying, the program’s lasting impact on his confidence, and why he has learned to value real-life ex...
2024-06-0132 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsReframing Your Sales Perspective: How To Become A Sales Hero With Paul RossIn this episode, sharing the secrets of subconscious communication today is the Master Trainer of Neuro Linguistic Programming. Paul Ross, the Author of Subtle Words that Sell: How To Get Your Prospects To Convince Themselves To Buy And Add Top Dollars To Your Bottom Line, discusses the shifting mindset and reframing your sales perspective to become a sales hero. He explains that how you serve your clients equates to what you deserve. Paul delves into the subconscious mind and the power of language in convincing prospects to buy. Let's learn to harness the power of language and reframe our...
2024-02-1525 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 129 | Mastering Accounting Sales: Understanding Why Firm Owners Feel Uncomfortable Asking for Money With Denise MandeauIt's a very common struggle for accounting and tax professionals to ask for equivalent value for the services they offer. How do we fight this tendency and begin to master accounting sales? In this podcast episode, Michelle Weinstein is back with recurrent guest Denise Mandeau as they delve into the challenges faced by firm owners when it comes to navigating the delicate art of accounting sales. Drawing from her over 35 years of sales experience, Denise shares valuable insights on overcoming discomfort, shifting mindset towards abundance, and mastering the skill of asking for fair compensation. Discover the psychology behind sales...
2024-01-1528 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 127 | How Low Fees Actually Hurt You And Your Clients With Thomas A. Gorczynski, EA, USTCP In our efforts to attract more clients, we tend to lower our fees. But did you know that low fees actually do the opposite and hurt your clients? Michelle Weinstein interviews Thomas A. Gorczynski, EA, USTCP, a nationally recognized speaker and educator on federal tax law matters. In this episode, Tom sheds light on why low fees can be detrimental to not only your business but your clients too. From having to work more to compensate to devoting less time to your clients, Tom offers a multi-view perspective on the actual inefficiency and ineffectiveness of charging less to grow...
2023-12-1550 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 126 | Why Getting Out Of Your Own Way Is The Way To Thrive With Scott Scarano One of the ultimate goals of many firm owners is to one day work themselves out of their jobs, let their businesses grow, and let it sustain revenue even as they step out. What does it take to do this? In this episode, Michelle Weinstein interviews an eccentric entrepreneur who has done it. Scott Scarano, the Rapping Custodian of Accounting High, shares with us how to get out of our own way in order to thrive and prosper. Scotty says, “it took a lot of failures for me to have that humility to realize I’m not that important.” What d...
2023-12-0142 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsGetting Rid Of High Maintenance Clients With Denise MandeauWhen running a business, it is always a plus to have a long list of customers. But every now and then, you need to deal with high-maintenance clients that cause hidden costs in your accounting and bookkeeping. In this episode, Michelle Weinstein sits down once again with business growth strategies and award-winning sales professional Denise Mandeau. They talk about the importance of doing an in-depth inventory to find clients who do not deliver profit and exhaust your joy and freedom. Denise explains why you should not be scared to raise fees and why it is not recommended to do...
2023-08-0126 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsOvercoming The Fear Of Selling: How To Gain Confidence In Selling With Eric GreenOvercoming the fear of selling and increasing revenue takes time and effort. It's essential to be persistent, learn from your experiences, and adapt your approach as needed. Eric Green, the managing partner in Green & Sklarz LLC, unravels his approach to overcoming the fear of selling and doubling the revenue to grow your business. On the other hand, Michelle Weinstein emphasizes the importance of getting rid of that fear because it will continue to get in the way. It is important to note that shifting our sales belief also changes how we look at sales. Dive into this conversation and...
2023-07-1531 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsStart Planning For The Next Tax Season NOW With Thomas A. Gorczynski, EA, USTCPTax season is now behind us, but that doesn’t mean we move on and think about it later when it comes back. Don’t leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we’re better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally recognized speaker and educator on federal tax law matters, Thomas A. Gorczynski, EA, USTCP. Among the titles under his belt, Tom is the editor-in-chief of EA Journal, co-author of the PassKey Learning Systems...
2023-05-1553 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEp 108 | Embracing Relaxed Success With Marc Schnoll, The Travelling CPA What is it like to run your tax firm remotely? Is it even possible? In this episode, Michelle Weinstein welcomes back Marc Schnoll, the Travelling CPA, who shares his insights on what it’s like to achieve relaxed success. Marc’s firm grew in several ways: his people grew, the revenue doubled, and their systems are better when engaging with clients. Remotely selling their services welcomes the possibility of embracing relaxed success. Marc realizes that the more people he brings into his firm can be challenging, but it’s the only way to grow. Tune in to hear more of Mar...
2023-03-1534 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 107 | When To Offload Clients And When To Keep Them With Denise MandeauSome clients can be pains in the neck, so how do you know if it’s time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2023-03-0130 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsCase Study | Triple Your Fees Without Losing A Client With Danielle DouglasSo many professionals are afraid to increase their fees for fear that it might drive people away. What happens is they end up charging less for what they are actually worth. How do you overcome this predicament? Well, today’s guest made it happen. In fact, she was not only able to double her fees but triple them without even losing a single client! Join Danielle Douglas, the Founder of Infinite Accounting Services Inc., as she sits down with Michelle Weinstein to discuss how she managed to do it. Danielle invested $7,500, and none of it worked. But she was ab...
2023-02-0134 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsProfit First: How To Use Income Targeting To Build The Firm You Love With Billie AnneMichelle Weinstein welcomes the Lead Technical Guide for the Profit First Professionals organization in the Abundant Accountant Podcast to show you how to build your firm. Grab your pen and paper because our guest brings noteworthy ideas you might need to start your firm. Billie Anne, a Profit First Professional, shares insights on using income targeting to build the firm you love. Income targeting has a huge impact on growing the revenue to build the firm. Most people think that money is not everything, which is not entirely true because it is a tool to have a freeing lifestyle...
2023-01-1531 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 102 | Selling Advisory Services As A Transformational Offer To Your Existing Clients With Dominique MolinaAre you thinking of transitioning from compliance-focused to selling advisory services but afraid of pricing for your worth? In this episode, Michelle Weinstein sits down with Dominique Molina to discuss how you can overcome that. She is the Co-Founder of the American Institute of Certified Tax Planners (AICTP) and has successfully licensed over 1,000 tax professionals as Certified Tax Planners across the country. With Dominique's insights, she shares tips on selling advisory services to your existing clients, so you finally get the freedom you set out to do in your business. She also highlights that this is not a transaction but...
2022-12-1532 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsWhy Sales Training For Accountants And Tax Firm Owners Fails And How To Avoid It With Rob JollesSo you've done a bunch of sales training in the past, and they've failed. But why? In this episode, Michelle Weinstein, along with our special guest Rob Jolles, sought-after speaker and best-selling author, will look at why sales training fails for accountants and tax firm owners and how to avoid it altogether. Take part in our conversation and learn how to make smarter, more fail-proof sales training! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2022-12-0151 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 99 | Building A Corporate Culture To Keep Retention High With Ron SaharyanA great corporate culture always starts with the owner. The owner is the person that gets to decide what kind of culture they want for their business. And if you want to keep retention high, you want a good culture. Join Michelle Weinstein as she talks to the Co-Founder and Managing Partner of Profit First Professionals, Ron Saharyan. Ron has over 15 years of experience in managing organizational growth and built multiple companies in the staffing industry. Learn how he establishes culture in his business so he can keep employees happy and productive. Give your employees gifts, bonuses, time, and pu...
2022-11-0137 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 98 | Confidence And Competence: Two Key Elements To Success For Accounting And Tax Owners With Roger KnechtWorking too hard on your accounting and tax business? You may want to tune in to this episode. Today’s guest, Roger Knecht, host of Building the Premier Accounting Firm Podcast, discusses the strategies for having confidence in competence for accounting and tax firm owners. He shares how embracing technology allows you to work more efficiently increase your profitability. Roger also shares his insights on overcoming intimidation towards technology by being aware of the three players who are part of the challenge. Are you tired of grinding for eight hours a day? Step up now, and start moving forward by...
2022-10-1534 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate HaggertyPrice is what you pay, and value is what you get. That is what pricing is all about. You have to make sure that you are giving the best value for your price. Your pricing is directly proportional to what you've invested in your education, time, and mistakes. If you believe you are an expert in your field, don't be afraid to raise your prices. It's all about getting through your beliefs that your customers will leave you if you raise prices. Get over that so you can learn how to price for what you're truly worth. ...
2022-10-011h 07
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 96 | How To Stop Justifying And Explaining Accounting Fees With Rob JollesAre you confident enough with your numbers? Listen to your host Michelle Weinstein as she shares valuable insights about pricing strategies and why you should stop justifying and explaining your accounting fees with Rob Jolles. Rob is a speaker, author, consultant, and coach who stresses the importance of knowing your worth and value. In this episode, he shares actionable implementation strategies you can execute in your business regarding discounting fees and answering clients’ questions. In the financial industry, it is common to feel the need to justify and explain your fees, but you shouldn’t give clients a discount just...
2022-09-1543 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique MolinaWant to know how you can buy tax practices for pennies on the dollar? This is the episode for you! Today’s guest is Dominique Molina, the co-founder and President of the American Institute of Certified Tax Coaches. In this episode, she joins host Michelle Weinstein to share tips and tricks on buying tax practices at better rates and reducing your clients while increasing revenue. It’s all about having that abundance mindset. Don’t miss out on practical knowledge that will help you earn more and work less by tuning in to this episode. Love the show? ...
2022-08-1539 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob JollesWhat if you could boil down the client decision cycle into simple steps? The results can be revolutionary for your business! Sought-after professional speaker and five-time bestselling author, Rob Jolles talks about this in this conversation with Michelle Weinstein. Rob takes us through the process of how you can figure out where your client is in the decision cycle. He identifies six different stages of the decision cycle and shares some examples of all of those stages. Tune in and get insights on how identifying your strength helps you eliminate the shopping-around part where clients are comparing you to...
2022-07-1543 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50%If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already worrying about the next tax season. This was the life of Peter Mitchell, the Managing Principal at Tax Pro Advisor, LLC. He was unhappy until he found Michelle's 8-Week Sales Mastery Program. Ever since then, Peter has found a new purpose in life. He is no longer thinking that he is worth less. His work-life balance is perfect. Join Michelle Weinstein as she gets Peter to share how he generated $240k in...
2022-07-0140 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon WeinsteinDo you often find yourself having to negotiate fees and offering free work instead of getting paid for what you’re actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of Financial Solutions returns to give us more tips on how you can deliver that unique service, establish your value, and get ahead and set yourself apart from the competition. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2022-06-1532 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie MeyerLeadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team? Jackie Meyer, founder of TaxPlanIQ and Meyer Tax Consulting, is here to answer that. She joins host Michelle Weinstein to share valuable insights on leadership that will help you manage your employees with trust and love. It took going past the breaking point for Jackie to take the leap and finally hire her first employee, then her team. Listen in as she shares the lessons she’s learned and the mistakes she’s...
2022-04-1534 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea WaltzStart going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time to embrace that. Join Michelle Weinstein as she talks to Andrea Waltz about embracing the go for no mindset. Andrea is a speaker, virtual trainer, and co-author of the bestselling book, Go for No: Yes is the Destination, No is How You Get There. Learn all about the no-awareness and how you can document your nos. Start setting no-goals instead of yes-goals. Take your leap of faith today and stop worrying a...
2022-04-0137 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 84 | It’s Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise MandeauTax season is almost upon us, and with it comes a time crunch. Isn't it time you looked at overhauling the way you do business? Michelle Weinstein and sales strategist Denise Mandeau look at why tax season is the best time to increase your fees. Denise and Michelle examine 3 top reasons why an overhaul is the best thing for your business. The also lay out a solid plan that for dealing with clients. So sit back and learn the best way to increase your value and your revenue. Love the show? Subscribe, rate, review, and share! https://thea...
2022-03-1523 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 83 | Devin Whyte Quit His Corporate Job And Now Earns $30k A Month In His Own CPA Firm. Here’s How He Did It!Are you sick of your corporate job? Michelle Weinstein welcomes her masterclass student Devin Whyte, who went from $3500 to $30k a month in his firm. Devin shares how thinking things through is a good move. But at some point, you’ll need to make a choice, stop procrastinating, and step out of your fear. Making choices when you’re afraid is not the best way to go. To overcome your fear, you’ll need firsthand knowledge that your business idea works. The best way to do this is to find your coach and community who will help you succeed. If you...
2022-03-0133 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate HagertyMarketing is an oft-neglected part of many businesses, most especially the accounting sector. Enter Nate Hagerty, who heads TaxProMarketer and AdvisorProMarketer. Nate specializes in marketing for accountants and tax specialists. In this episode, Michelle Weinstein sits down for a discussion on how to effectively market your accounting firm with Nate. Nate looks at the five pillars of marketing and talks about how you can effectively leverage each pillar to increase your profitability. Tune in and learn more about marketing your accounting business. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2022-02-1540 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 81 | Standing Out And Overcoming Objections With Serena ShoupHow do you go about overcoming objections? How are you different from other firms? When people understand their numbers and systemize their processes, they can grow their firms and have create a massive impact. Mom of three, and Of Course Bookkeeping CEO, Serena Shoup, is a CPA on a mission to mentor bookkeepers and accountants so they can leave the stress of working an 8-hour job behind. Serena sits with Michelle Weinstein to talk about the importance of knowing your numbers and overcoming objections to help set your firm apart from everyone else’s. Stay tuned as Serena spills the...
2022-02-0139 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 80 | Sales Vs. Marketing: How To Tell The Difference With Denise MandeauDo you know that if you want to increase your revenue, you need to understand the difference between sales vs. marketing? Michelle Weinstein’s guest in this episode is Denise Mandeau, the co-founder of P3D Consulting. Denise talks with Michelle about how marketing is everything you do to bring potential prospects through your door. In contrast, sales is when your prospect becomes a paying client. Why is it important to know the difference? Because if you proceed to sales without passing through marketing, your potential prospects will feel violated. Tune in, go through the proper process, and increase yo...
2022-01-1532 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon WeinsteinLearning to value your services and changing to a value-based pricing model can be a difficult process for many. It is absolutely essential, however, if you want to improve profitability. In this episode, we talk about value as Michelle Weinstein interviews Shannon Weinstein, owner of Fitnancial Solutions. We hear about how to build the perfect client list and why you need to price on your value. Tune in and learn more about growing your practice with Michelle and Shannon. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2022-01-0134 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 78 | Why Upfront Payment Trumps Pay-As-You-Go With Michael KinDo you know why upfront payment is better than pay-as-you-go, both for you and for your clients? Michelle Weinstein’s guest today, Michael King, explains how. Michael is the CEO of KFE Solutions, a top-rated fractional CFO firm based in Dallas, TX. He and Michelle discuss the upfront payment method and how it removes the necessity to chase clients down and provides a more seamless experience overall. If you want to know how to develop a successful upfront payment model for your firm, listen to this episode. Enjoy! Love the show? Subscribe, rate, review, and share! https://the...
2021-12-1534 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 77 | Deconstructing The Myths Of Sales Vs. Marketing With Denise MandeauMyths of sales versus marketing continue to persist, but make no mistake, you can’t have one without the other. Sales and marketing exist as a symbiotic pair that is necessary for business success. In this episode, we listen and debunk several myths with Michelle Weinstein and her guest, business growth strategist Denise Mandeau. Denise discusses the myths, analyzes them and gives her insight on why you need both in your business. Need more business insights and strategies? Then tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2021-12-0131 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBonus Episode With Eric Green - The Difference Between Sales & Marketing: Key Things You Need To Know To Get Paid What You’re WorthDo you know how to execute strategies to grow your business? In this episode, join your host Michelle Weinstein as she sits down for a conversation with today’s guest Eric Green to discuss the difference between sales and marketing. Eric Green is a managing partner in Green & Sklarz LLC, a boutique tax law firm that focuses on civil and criminal taxpayers. You should not encounter any lead problems if you are firm in your marketing efforts to grow your business. The leads and opportunities you get from your good and successful marketing could eventually lead to an increased num...
2021-11-2953 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 76 | Top 5 Sales Beliefs That Are Holding You Back: Overcoming The Barriers To Becoming A 6 -7 Figure Firm With Denise MandeauSome of the things we believe in are holding us back from growing and succeeding. In this episode Michelle Weinstein discusses the top five sales beliefs that are holding you back from getting to a six or seven figure firm with business growth strategist, Denise Mandeau. Denise explains the concept of shifting your perspective to a clearer vision and energy. It’s time to discover a wide range of possibilities that exist in your organization and explore strategies to help you reach your desired destination. Listen to this episode and take the ultimate step to get where you want to...
2021-11-1532 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 75 | The Importance Of Branding: Quick Insights From The Pitch QueenYour brand and how people see you is the first gateway into making sure that you can increase your revenue. In this episode, Michelle Weinstein, a.k.a. The Pitch Queen, talks about the importance of branding. Not only does branding increase your revenue, but it also attracts the right types of clients. The first step to having successful branding is to hire a graphic designer. The color scheme, font style, and logo design are all essential elements for your branding. Do you want to know more? This episode's for you. Tune in! Love the s...
2021-11-0117 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 74 | The Importance Of A Niche: How To Charge Higher Fees With Thomas GorczynskiTo charge higher fees and do more complex work, you need to understand the importance of a niche. Focus your education on that one niche you really know. Michelle Weinstein's guest today is Thomas Gorczynski, EA, USTCP, a nationally recognized educator in the federal income tax field. Tom explains that your niche should be where most of your clients operate and where you can show planning and value. In Tom's case, he works with business and rental owners because they have ongoing tax business and financial needs. If you want more tips on finding your niche, you need to...
2021-10-1535 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 73 | How To Transition From Accounting To Sales With Diana LouisoTransitioning between careers is never an easy feat. Today’s guest shares how The Abundant Account Sales Mastery Training helped her in her journey to shift from accounting to sales and boost her business. Diana Louiso is the President and Founder of DL Money Matters, where she works with small and midsize businesses and elderly clients in managing their finances. As a graduate of the 8-week course, she’s here to share just how our training has impacted her career and her business. Listen in to see how you can benefit from the course and get sales tips and business...
2021-10-0134 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 72 | How To Identify Your Ideal Accounting Client With Debra AngillettaWhen you’re looking for potential clients, you might be hesitant to start because you don’t know how to talk with them and if you’re going to be rejected or not. Identifying your ideal client is not easy. It's a lot of hard work pulling yourself up. You've got to hustle to bring in money. You have to know how to start and build strong relationships with people. How do you do that? Listen to this episode as Michelle Weinstein and Debra Angilletta discuss having that interaction and reaching out to people in the most effective way. Debra i...
2021-09-1541 minThe Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 71 | Why Asking For Testimonials Is Important For Your Credibility With Wendi HallAsking for testimonials is the best thing you can do to boost your credibility. Not only can you empower your team with positive feedback, but you can also improve with negative feedback! Either way, you can't lose! Michelle Weinstein's guest in this episode is Wendi Hall, a Managing Partner of Small Office Solutions LLC. Wendi is a graduate student of Abundant Accountant's eight-week Sales Mastery Training. Join in the conversation as Wendi shares her firsthand experience of asking for testimonials for the first time. Discover how she framed her questions and how powerful her website became with the addition...
2021-09-0142 min
Success UnfilteredLindsay Burton Teaches Us Why We All Need a Coach!When was the last time you thought you might need to hire a coach? Lindsay Burton is the Founder and President of the Kayo Conference Series. Networking is hard when you're the only woman in the room. Kayo hosts industry events for women investors to create new business leads and connect with industry peers. Kayo organizes six annual summits reaching 1,500 women annually in industries such as Private Equity, Venture Capital, Energy, Infrastructure, Credit and Real Estate. Prior to founding Kayo, Lindsay held positions in private equity and investment banking in New York City. She currently resides in C...
2020-04-2736 minSuccess UnfilteredKatherine Wintsch Teaches Why Playing Small Isn’t ScaryDo you ever wonder if it’s strategic to play small? Katherine Wintsch Founder and CEO of The Mom Complex, author of Slay Like a Mother and is a lover of happy hour. Katherine’s sought-after research and understanding of mothers has been featured by The Today Show, The New York Times, The Wall Street Journal and Fast Company. She regularly writes about the topic for Working Mother magazine and on the Slay Like a Mother platform. “Playing small” is often seen as a dirty word in the world of entrepreneurship. So many people talk about sc...
2020-03-0239 minSuccess UnfilteredMarc St. Raymond Shares the Secret to Getting To #1 on Amazon140 | Marc St Raymond Shares the Secret to Getting To #1 on Amazon Do you sell online? Marc St. Raymond is a co-founder of Jade Leaf Matcha, the number one selling tea brand on Amazon.com and provider of premium quality, CCOF certified organic Japanese matcha at a fair price. In his position, Marc oversees Jade Leaf Matcha’s sourcing and works directly with partnering farms in Japan to provide the highest quality matcha to Jade Leaf Matcha’s consumers. Prior to Jade Leaf Matcha, Marc applied his talents to software engineering and app development for...
2020-02-1737 minSuccess Unfiltered139 | Cathy Heller Shares the Secret to Loyal Customers139 | Cathy Heller Shares the Secret to Loyal Customers Do you practice empathy in your business? Cathy Heller hosts the podcast Don’t Keep Your Day Job, which has 8 million downloads and features conversations with creative entrepreneurs like actress Jenna Fischer, blogger Seth Godin, and more. She’s a phenomenal coach and she’s sparking a movement for every soul to add their gift to the world. Empathy happens when you create an emotional connection in your business, and make your clients feel seen and heard. But, how can you do that? ...
2020-02-1240 minSuccess UnfilteredCatharine Arnston Shares the Importance of Celebrating Every Small Sales Win136 | Catharine Arnston Shares the Importance of Celebrating Every Small Sales Win Are you celebrating all of your achievements? Catharine Arnston has a thirty year career as an international Attache for the Canadian British Governments, publisher of an international magazine and Founder of three startups. But in 2009 when her younger sister was diagnosed with breast cancer and advised by her oncologist to change her diet to an alkaline one because it could help her heal, Catharine put her career on hold to help her sister. In the process, she discovered algae, the most alkaline, nutrient-dense plant...
2020-01-0637 minSuccess UnfilteredEmily Williams Turns a $442 sale to a 7 Figure Business134 | Emily Williams Turns a $442 sale to a 7 Figure Business Do you ever feel stuck and bored in your life? You may feel stuck in: A boring 9-5 job A service-based business with low-paying clients An investor who is micromanaging your business A client who is bringing you down I’ve got good news for you: you have the power to say NO to the things that make you feel stuck! You don’t have to settle for less than the best for your business. Kick that J-O-B to the side. Raise your...
2019-12-1840 minSuccess UnfilteredTyler J. McCall Teaches It’s Time to Remove the Sleaze, Turn Your Followers Into Fans133 | Tyler J. McCall Teaches It’s Time to Remove the Sleaze, Turn Your Followers Into Fans How many followers do you have? More importantly, how many relationships do you have with those followers? Tyler J. McCall is an Instagram and social media marketer, strategist, and coach for creatives and online business owners. He teaches his students how to use Instagram with intention to grow their community online and grow their business. Tyler focuses on using Instagram and social media to tell stories, build relationships, and convert followers to fans, drawing from his 10 years of experience in...
2019-12-1141 minSuccess UnfilteredMelissa Gersin Teaches Us Why Fear-Based Thinking Has to Go!132 | Melissa Gersin Teaches Us Why Fear-Based Thinking Has to Go! Are you making fear-based business decisions? Melissa Gersin is a Maternity Nurse and Infant Crying Specialist turned accidental entrepreneur. She had an idea for a product and with no business background, brought her vision to life with a playful and inquisitive approach combined with sheer grit and determination. Her invention, the Tranquilo Mat, is a one-of-a-kind portable and versatile solution to help parents easily soothe their babies and help them fall asleep faster and stay asleep longer. From her job in the hospital to her...
2019-12-0441 minSuccess UnfilteredBecca Brown Teaches Us to Serve Pizza with Our Sales Pitch128 | Becca Brown Teaches Us to Serve Pizza with Our Sales Pitch Does your pitch ever feel like it’s falling flat? Becca Brown, the cofounder of Solemates, a brand of footwear solutions and accessories. Known for their flagship product that was featured on Shark Tank (a patented high heel cap that prevents high heels from sinking into grass and getting damaged), they make products that make you more comfortable in your shoes. Solemates was born out of personal necessity - they were tired of ruining their shoes! Becca has a passion for entrepreneurship and loves sup...
2019-11-0640 minSuccess UnfilteredMada Seghete Shares How to Believe in Yourself and Push Past Business Fear124 | Mada Seghete Shares How to Believe in Yourself and Push Past Business Fear Are you holding back from taking the leap into your business? Mada Seghete leads the growth marketing team, and is one of the co-founders of Branch. She was included in Linkedin’s Next Wave, 150 top professionals in 15 industries all under 35. Anyone who has closed a business knows how hard it is. It’s emotional and painful. Your business is like your baby, and it’s hard to let go! When I closed FITzee Foods, and started the Success Unfilt...
2019-10-0943 minSuccess UnfilteredMills Menser Shares How Grit and Persistence Leads to Sales Success119 | Mills Menser Shares How Grit and Persistence Leads to Sales Success Do you ever feel like your idea has so much greatness, but you wonder why it hasn’t taken off yet? Mills Menser is a third generation jeweler, owner of Brdiamonds.com and is the founder of Diamond Banc. He founded Diamond Banc to loan against & purchase diamonds and high-end jewelry from the public. Mills saw a tremendous void in the marketplace for a luxury brand that offered an innovative financial solution to those who wish to access the liquidity of their jewelry possesses....
2019-09-0441 minSuccess UnfilteredChrista Orecchio Shares How You Can Eliminate Entrepreneurial PTSD112 | Christa Orecchio Shares How You Can Eliminate Entrepreneurial PTSD Do you ever feel like you have PTSD and trauma from your entrepreneurial journey? Christa Orecchio, founder of The Whole Journey is a clinical and holistic nutritionist with a passion for helping as many people as possible to heal and achieve vibrant health. Christa combines her holistic and scientific knowledge to help people heal from the root cause using food as their medicine with a mind, body, spirit approach to wholeness. She has 10 years of private practice experience, is a local and national health...
2019-07-1741 minSuccess UnfilteredLuna Shimada Teaches Us How to Discover Our Superpower110 | Luna Shimada Teaches Us How to Discover Our Superpower What is your business superpower? It’s what makes you unique and special; and when you use that superpower, you stand out from the crowd. Luna Shimada has been performing in top venues across the world from Europe to Japan to America, and the showrooms of Las Vegas. Luna is a philosopher and a teacher of magic and her many talents encompass writing, dance, & performance art spoken word. Luna began her career on stage early at the age of 12 and has spent th...
2019-07-0345 minSuccess UnfilteredKendrick Shope Shares How Uncertainty Leads to Your Big YES096 | Kendrick Shope Shares How Uncertainty Leads to Your Big YES Kendrick Shope is the creator of the leading sales training for women entrepreneurs, and the Authentic Selling® process which has created millions of dollars in revenue and new business for her clients. Kendrick hosts her own daily talk show The Kendrick Shope Show, and the Sell Like A Woman Podcast, reaching nearly 100 thousand followers in six continents. Kendrick’s work has been featured on the Steve Harvey Show, NBC, Forbes, INC, and more. Can you imagine living in uncertainty? You’ve chose...
2019-03-2741 minSuccess UnfilteredPhil Smith Teaches Us Why Choosing Happy in Business is SO Important088 | Phil Smith Teaches Us Why Choosing Happy in Business is SO Important Phil Smith, born in Port Jefferson, New York, is a serial entrepreneur who is a visionary and an intelligent businessman who came from a humble childhood. While he has held the title of CEO for many of the companies he's founded, the title of Dad is the one he's most proud of. His passion for his work is only shadowed by his deep love and dedication to his Wife and two children. Mr. Smith generously supports organizations such as the Ronald McDonald House and Long...
2019-01-3034 minSuccess UnfilteredMichelle’s Best Tips of the Year | Coffee is for ClosersMichelle’s Best Tips of the Year | Coffee is for Closers Did you know that FITzee Foods was previously sold in The Vitamin Shoppe? It’s true! This didn’t just happen, though. I didn’t just call The Vitamin Shoppe one day and ask if they’d sell my fresh prepared foods in their store. NO way!! They likely would have laughed in my face. The number one reason my food made it into The Vitamin Shoppe was because I believed in the products I sold. I had confidence in my products. Which helped...
2018-12-2933 minSuccess Unfiltered7 Commandments of a Powerful Brandshake | Coffee is for Closers7 Commandments of a Powerful Brandshake | Coffee is for Closers Over the years, networking has gotten a bad name. And you know what? I’m over that. Nobody likes going to huge events, getting lost in a sea of strangers, and feeling like you have to gladhand everyone in the room. But what people don’t really get is how powerful networking can be. If you’ve spent any time here with me at The Pitch Queen, you’ve heard me get quite passionate about it! That’s why I made it my mission...
2018-11-2421 minSuccess UnfilteredMike Watts Lost $1.4M Which Lead Him to Work with Daymond John073 | Mike Watts Lost $1.4M Which Lead Him to Work with Daymond John In 2005, Mike Watts made his official escape from corporate America when he resigned from a very comfortable position in Public Relations with a large utility company to pursue a great product launch that would eventually make him a millionaire. Mike and his family worked full-time to develop, package, brand, manufacture and market an amazing aftermarket Grass Trimmer Head they named the PivoTrim. He grew that brand into the #1 selling product line in its category. By 2012 and with full market penetration and a plateau in growth...
2018-10-1739 minSuccess UnfilteredWhat Are The Dangers of Selling After The Client is Already Sold? | Coffee is for ClosersWhat Are The Dangers of Selling After The Client is Already Sold? | Coffee is for Closers It happens a LOT more often than you might think. Sure, it tends to be a rookie mistake, but this fatal sales error can creep up on even the most seasoned entrepreneurs. You’re there with a prospect. They’re showing ALL the signs that they’re ready to buy. They finally say YES, and it feels like a done deal... But then your mouth seems to get ahead of your brain. Even though they’ve already agreed t...
2018-10-1322 minSuccess UnfilteredChelann Gienger Shares How to Comeback from Near Business Shut Down072 | Chelann Gienger Shares How to Comeback from Near Business Shut Down Chelann Gienger is a millennial thought leader and young entrepreneur movement creator. Along with many other publication features highlighting her serial entrepreneurship ventures, Chelann has been featured in HuffPost, EOFire, and was named in the Top 40 Millennial Influencers to Follow in 2018. At the age of 18, Chelann opened NUYU Juice Bar along with her partners. To date, NUYU Juice Bar has served hundreds of customers on a weekly basis in Yakima, Washington. Everyone knows that you need a solid business plan in place in order t...
2018-10-1039 minSuccess UnfilteredHow to STOP Talking Yourself Out of Sales | Coffee is for ClosersHow to STOP Talking Yourself Out of Sales | Coffee is for Closers I had a major realization about FEAR in sales the other day, and was an eye-opening a-ha moment for me. What happened? I saw the most common of entrepreneurial fears in a whole new way... Last week, I was teaching at a live event and sharing the finer points of The Pitch Queen System. I wound up in a conversation with a relationship coach, whose specialty was helping people decide whether or not to leave their relationships. She told me that...
2018-09-2932 minSuccess UnfilteredAlexis Tryon Shares Her $400K Personal MBA Program066 | Alexis Tryon Shares Her $400K Personal MBA Program Alexis Tryon is VP of Strategic Initiatives at The Muse, where she’s a professional generalist - and she likes it that way. Her startup roots run deep - Alexis was previously the co-founder and CEO of Artsicle, a site called "The Gallerists to the People" by The NY Times, and she loves advising new businesses in her free time. She is a NYC Venture Fellow and has been named a "Female Founder to Know" by Mashable. Alexis is a graduate of the University of Pennsylvania's communications studies program at...
2018-08-2933 minSuccess UnfilteredRachel Pedersen Shares How to Go from Charging $1,000 per Month to $1,000 per HOUR052 | Rachel Pedersen Shares How to Go from Charging $1,000 per Month to $1,000 per HOUR Rachel Pedersen is “The Queen of Social Media” - CEO of SocialWorks Digital marketing agency, Full-time Social Media Consultant and Strategist, and Founder of Social Media United. Rachel is a top social media marketer and consultant, worldwide viral sensation, leading authority on story-telling through social media and Facebook ads. Do you want to raise your rates, but you don’t know whether you’re ready, or if your clients will accept them? This week’s guest, Rachel Pedersen, has gone from charg...
2018-05-2335 minSuccess UnfilteredShelly Ehler Tells the Truth of Shark Tank046 | Shelly Ehler Tells the Truth of Shark Tank Shelly Ehler is an inspiring entrepreneur who took a simple idea, believed it with all her heart and made it come to life! She is the inventor of the ShowNo towel and was featured on ABC’s Emmy nominated reality show, Shark Tank. Shelly had three “Sharks” fighting over her and is the only entrepreneur in the show’s history to ever leave with a check in her hand. Her towel has also been featured on The Today Show, The View and Good Morning America. Shelly’s story of overcoming...
2018-04-1136 minSuccess UnfilteredDrew Canole Inspires Us to Leave a Legacy045 | Drew Canole Inspires Us to Leave a Legacy Drew Canole is a rockstar in the world of fitness, nutrition and mindset, with a huge heart for others and doing his part to transform the world, one person at a time. Drew is the founder and CEO of Fitlife.TV, an online health and wellness media channel where he shares educational, inspirational and entertaining videos and articles about health, fitness, healing and longevity. He is also the founder of Organifi, an organic line of superfood products that was created to make healthy living easy and accessible on the...
2018-04-0435 minSuccess UnfilteredAngela Mader on How to Drink Your Business’ Kool-Aid042 | Angela Mader on How to Drink Your Business’ Kool-Aid Angela Mader, is the founder and chief fitlosopher at fitlosophy. What was once her own personal battle has evolved into her passion for positively influencing the lives of others. Born and raised in Colorado, Angela is a graduate of CU-Boulder, holds an MBA from UC-Irvine, and has certifications in personal training and fitness nutrition. She is a self-proclaimed goal guru, motivational speaker, and type-A entrepreneur who thrives on new ideas, is driven by passion, and powered by coffee. Are you passionate about your business? Do you ea...
2018-03-1441 minSuccess UnfilteredGreg Reid on his Journey of 268 NO’s041 | Greg Reid on his Journey of 268 NO’s Greg Reid, author, speaker, filmmaker; is an action-taking phenomenon! For over 25 years, Greg has inspired hundreds of thousands of people to take personal responsibility to step into the potential of their greatness. Greg’s an authority on the subjects of perseverance, success, adaptability, and transforming ideas into reality, Mr. Reid has been published in over 63 books including 28 best-sellers in 45 languages. How well do you know your products or services? Do you live and breathe them? I’m going to guess that you probably know your produc...
2018-03-0734 minSuccess UnfilteredHow Do You Build Sales Relationships? | Coffee Is For ClosersHow Do You Build Sales Relationships? | Coffee Is For Closers On today's episode of Coffee is for Closers, I'm talking about how to start building long-term relationships today so that your business has long-term success! Building a business takes time. Making true connections takes time. And in this fast-paced, instant-messenger, want-it-NOW culture, nobody seems to want to wait for anything. Taking the time to get to know your prospects is becoming a lost art. Things like listening more than you talk, reaching out simply to say hello, or listening to your clients talk...
2018-01-2031 minSuccess UnfilteredHow Justin Gold, founder of Justin’s, $75K Investment Led to over $50M+ in Sales!033 | How Justin Gold, founder of Justin’s, $75K Investment Led to over $50M+ in Sales! Justin Gold is the founder of Justin’s, a natural foods company that produces organic and all-natural nut butters and peanut butter cups. From humble beginnings at local Farmers’ Markets to launching a national brand, Justin’s is now one of the country’s fastest growing natural foods companies, with Gold serving as an innovator and thought-leader in the space. Justin had a love for being active, as a vegetarian he was looking for a way to get more protein in his die...
2018-01-1041 minSuccess UnfilteredHow to Build Rapport | Coffee Is For ClosersHow to Build Rapport | Coffee Is For Closers In this first episode of the Coffee is for Closers, we get down to the the nitty gritty about the single biggest key to turning new prospects into dream clients. Can you guess where it all begins?It all starts with rapport and building business relationships. What is rapport building? It doesn’t matter if it’s online, in a retail store, or at 30,000 feet. You’ve got to get to know people. Genuinely care about them. And let them get to know, like, and trust...
2018-01-0643 minSuccess UnfilteredHow to Build Your Resilience Muscle with David Hill031 | How to Build Your Resilience Muscle with David Hill David Hill started in real estate with Keller Williams in 2003 and sold the impressive number of 42 homes in his first year in business. David is a Keller Williams Certified National Instructor, and author of the book, The Sales Playbook. He has the equivalent of a triple master’s degree in telephone prospecting from being in sales and prospecting for 29 years. David is married to his beautiful wife Vee, and has two daughters with another on the way. David lives by the famous words of Zig Ziglar “Help enough peopl...
2017-12-2737 minSuccess UnfilteredLarry Marcus Tells Us Why Experiencing Fire in the Belly is So Important in Business029 | Larry Marcus Tells Us Why Experiencing Fire in the Belly is So Important in Business Larry Marcus has a long and successful background in media, marketing and finance. Having served in the capacities of CEO, CFO, and VP Business Affair of several large and small media companies, he is currently, Principal of Marcus Strategies, a business consulting practice, the Managing Partner of Marcus Investments as well as Chief Executive Officer of Peak Media Holdings, an investor in television stations. Additionally, Larry is an Angel investor for half a dozen early stage start-ups. In his current s...
2017-12-1336 minSuccess UnfilteredSteve Olsher Asks How Safe Is Your Business?023 | Steve Olsher asks How Safe Is Your Business? Steve is the New York Times bestselling author of What Is Your WHAT? Discover The ONE Amazing Thing You Were Born To Do, and the host of the #1 rated radio show/podcast Reinvention Radio, and I’m SO excited to have him on today’s show. Can you imagine being removed from your own company, when you were just 20 years old? This is exactly what happened to Steve Olsher, our guest on Success Unfiltered. Steve shared with us that he had the idea for his very...
2017-11-0135 minSuccess UnfilteredAngela Davies Teaches Us How to Create a Dream Business012 | Angela Davies Teaches Us How to Create a Dream Business Today’s episode is going to have you up and ready to jump out of your seat to create your dream business. In this interview, The Pitch Queen chats down with Angela Davies of Fitness Projects, LLC. Angela has a true passion for fitness and has used her skills in organizations for health club management. Angela started her career as a journalist, but soon made a complete pivot because her values weren’t being met as a journalist. Leaving journalism left Angela wondering what she shoul...
2017-09-0528 minSuccess UnfilteredHow Michelle’s 20 Years of Business Experience, Helps Turn Every NO To A YES!000 | How Michelle’s 20 Years of Business Experience, Helps Turn Every NO To A YES! | with John Lee Dumas and Michelle Weinstein This episode is a very special one, our very own host, Michelle Weinstein, is interviewed by her friend, John Lee Dumas founder of the award winning Podcast, Entrepreneur on Fire. Michelle shares the details of her extensive business history, as well as what has helped shape her over the past 20 years in business. Michelle wants to help as many entrepreneurs as possible, and is excited to do that in her latest project, Success Unfiltered, a...
2017-08-1431 min