
Hosted by Abi Asija · EN
Most business podcasts talk about success. Honest Wealth Builders works on it.
This is a strategy lab where revenue-generating founders break down their business, identify the real constraint limiting growth, and workshop the next smart move.
Each episode follows a simple three-part structure:
1. The Business: What are you building? How does it make money? What are you aiming for?
2. The Bottleneck: Where is growth slowing down? Sales, pricing, positioning, focus, execution? We isolate the real constraint.
3. The Strategy Session: We challenge assumptions, weigh tradeoffs, and decide the next clear step forward.
This is not a traditional interview show. It’s a focused strategy session.
Real businesses. Real constraints. Clear next moves.
The insights come from building my own seven-figure company, completing over 700 deals, and documenting the principles behind sustainable growth.
If you are building something serious and want sharper thinking around your next move, this show is for you.

Abi Asija sits down with Chris Majer, founder of Human Potential Project, a business development and organizational training company that has worked with Fortune 500 clients, including AT&T, Allianz, and Cargill. After decades of delivering large-scale live training programs to groups of 200 to 2,000 people, COVID wiped out the core of his business overnight. With revenue now sitting under $1 million and a 3-year target of $5 million, Chris works through a full strategic pivot toward online delivery, new customer acquisition, and a repositioned offer.Key Insight: The biggest constraint is not the quality of the product. It is the absence of a consistent, multi-channel lead-generation system and a clearly packaged online offer that allows the methodology to scale without relying on in-person delivery.Chris built his reputation on what he calls commitment-based management. This framework treats every unit of work as a promise between 2 specific people, with clearly defined conditions of satisfaction and a firm deadline. The method addresses what he calls coordination waste, the invisible and unmeasured cost of misaligned expectations, vague commitments, and poor follow-through that bleeds tens of millions out of organizations annually. His historical programs produced documented returns as high as 68 times the initial investment, including a $685 million return for Allianz on a $10 million engagement.The strategic challenge now is packaging that methodology for online delivery without losing the result. Chris is launching 2 online programs targeting individuals inside companies, with the expectation that strong individual results will open the door to enterprise deals. The recommended path forward is a hybrid offer structure: an online course paired with weekly office hours, optional 1-on-1 coaching as an upsell, and a results guarantee tied to measurable incremental revenue. This creates accountability, drives program improvement, and gives prospective clients a compelling, low-risk entry point.On lead generation, Abi makes a clear case for organic content as the foundation before paid ads. Going live consistently across multiple platforms using tools like Restream, then repurposing that content into short-form video, builds compounding visibility without requiring a large ad budget. Once content performance is proven organically, those same assets become the creative for paid campaigns, reducing testing costs and improving conversion rates. The shift also positions Chris as an online authority, which aligns naturally with selling an online product.The final strategic lever discussed is niching by role or industry rather than staying industry-agnostic. While the methodology works universally, buyers are more likely to hire someone who speaks their specific language. Testing role-based messaging targeting CEOs, CFOs, and HR directors in parallel with industry-specific campaigns will surface which positioning drives the highest conversion, and that data becomes the foundation for scaling. To learn more about Chris and his work, visit humanpotentialproject.com or chrismajer.com, reach him directly at support@hp2mail.com, or pick up his book The Power to Transform on Amazon.

Abi Asija sits down with Ted Fogliani of Whittier Trust, a key part of one of the country’s most established multi-family offices, overseeing $30 billion for 650 families with a model built on succession, governance, asset protection, philanthropy, and long-term wealth preservation. In this conversation, he breaks down why many high-net-worth families struggle not because they lack capital, but because they lack the right infrastructure to preserve, grow, and transition wealth effectively across generations.Key Insight: True wealth management is not just investment performance. The real differentiator is building systems that protect assets before liquidity events, optimize tax strategy early, preserve family harmony, and create governance structures that sustain wealth for generations instead of allowing it to erode through poor planning or fragmented advisory relationships.Ted explains the critical distinction between traditional RIAs and a true multi-family office. While most advisors focus primarily on stocks and bonds, a real family office handles everything from bill pay and trust structuring to Nevada asset protection, QSBS planning, philanthropy, governance, and next-generation stewardship. For founders approaching exits, the biggest financial mistakes often happen before the sale closes, when missing proactive strategies can cost millions in taxes and lost protection.A major strategic advantage discussed is customization. Whittier does not use a one-size-fits-all allocation model. Every family starts with a blank sheet of paper, aligning investments, trusts, tax structures, and philanthropic strategies around the family’s actual goals. Whether that means preserving a $50 million liquidity event, structuring real estate, or preparing Gen 2 for stewardship.Ted also highlights why family governance often matters more than pure returns. Families fail financially not simply because of poor investing, but because of broken communication, weak succession systems, and unmanaged entitlement. Corporate trustees, structured family meetings, and philanthropic education are used to keep families aligned, reduce internal conflict, and maintain both wealth and relationships through multiple generations.On growth, Ted reveals that trust-driven referrals remain the dominant customer acquisition channel, with 70 to 85 percent of new business coming from reputation and existing relationships. But the broader opportunity lies in scaling brand awareness through thought leadership, digital education, targeted outreach, and strategic content that positions expertise before liquidity events happen. For viewers, this delivers a masterclass in how elite families think about wealth beyond investing, including succession planning, tax optimization, family governance, and building structures that last. Ted’s approach makes clear that preserving wealth is often more complex than creating it. Guest’s website is Whittier Trust, and his email is available through his team for direct outreach. If you are navigating a major liquidity event, protecting family wealth, or planning a multi-generational strategy, reaching out early could be one of the highest ROI decisions you make.

Abi Asija sits down with Mike DeJong, franchise owner and business growth coach, to unpack two very different businesses and the strategies connecting them. Mike owns a Nothing Bundt Cakes location in Kirkland, Washington, which he took from negative year-over-year sales to a projected $1,000,000 in revenue, and he is now building a coaching and keynote speaking business aimed at hitting $5,000,000 in 3 years. The core problem they explore is one every growth-minded operator eventually faces: how do you stop being the bottleneck in your own business and actually scale beyond yourself?Key Insight: The "operator trap" is the single biggest ceiling for most business owners. You grow by doing everything yourself, and then that same habit becomes the exact thing that stops you from scaling. Getting out of that trap requires a deliberate shift from operator to owner, and Mike built his entire coaching philosophy around this framework because he lived through it himself.Mike breaks down his franchise strategy with clarity that applies far beyond the bakery business. Selling a single-unit franchise is significantly harder than selling a multi-unit operation. Buyers can justify a management layer when revenue is spread across 3 locations, making the business truly passive and far more attractive. His plan is to open 2 more locations, scale each to roughly $1,500,000 in revenue, and position the group for either a full sale or an 80 percent buyout, allowing him to retain upside with minimal time invested.On the coaching side, Mike is following a deliberate progression that mirrors what the best in the industry have done. He starts with one-on-one clients across multiple industries, including attorneys, physicians, and small business owners, before moving into group programs, cohorts, and eventually large-scale events. He references the Alex Hormozi model not to copy it, but to demonstrate that outsized outcomes are possible when someone commits to a clear multi-year plan with serious execution behind it.One of the most practical takeaways is what Mike calls the "cake strategy" for referral-based business development. Showing up to any relationship-building touchpoint with something tangible and memorable is low-cost, high-impact, and completely replicable. It is a simple differentiator that keeps you top of mind long after the meeting ends.If you are a business owner stuck in the operator trap or a franchise entrepreneur looking to scale and eventually exit, Mike DeJong is worth following closely. His website is MikeDeJong.com and his email is mike@mikedejong.com. Just reach out to Mike directly through his website or connect with him on LinkedIn, and keep an eye on his YouTube channel at The Mike DeJong for content built specifically for business owners serious about growth.

Abi Asija sits down with Rob Broadhead, a consultant with more than 25 years of experience helping businesses avoid costly technology mistakes. The conversation focuses on one of the biggest challenges facing service-based businesses today: converting interested prospects into qualified paying clients while navigating the rapid rise of AI adoption. Rob explains how companies are rushing into AI projects without the operational readiness, systems, or strategy needed to make those investments profitable long term.Key Insight: Most businesses do not have an AI problem. They have a readiness problem. Companies waste time and money chasing AI tools before building the processes, clarity, and infrastructure required to make those tools work in production. The real opportunity is creating systems that align technology with business outcomes instead of chasing trends.Rob breaks down why many AI projects fail after the demo stage and explains how businesses can avoid expensive implementation mistakes. Instead of focusing on flashy automation, he emphasizes understanding operational bottlenecks, internal workflows, and customer experience before investing heavily into AI systems. This creates a foundation where technology actually supports growth instead of creating more complexity.Abi and Rob also explore lead conversion and client qualification at a high level. Rather than trying to attract everyone, the strategy centers around building funnels that filter for serious buyers. They discuss why qualifying prospects early protects time, improves close rates, and positions premium consulting offers more effectively. The focus is on attracting businesses that are operationally ready to invest and execute.Another major takeaway is the importance of designing offers that provide immediate value while naturally identifying the right clients. Free resources and strategic consultations should not simply generate volume. They should create a filtering mechanism that separates committed decision makers from unqualified leads. This approach helps businesses scale without overwhelming calendars or wasting resources on low-intent prospects.The discussion also highlights the long-term value of trust, positioning, and consistent market education. Businesses that communicate clearly about outcomes, implementation risks, and operational strategy build stronger authority in competitive industries. Instead of selling hype, Rob focuses on helping companies make practical decisions that generate measurable business results over time.Viewers will walk away with a clearer understanding of AI readiness, lead qualification, offer positioning, and how to build a consulting business that attracts higher-quality opportunities. Guest’s website is www.rb-sns.com and you can also connect directly with Rob Broadhead on LinkedIn to learn more about his approach to AI readiness and business transformation.

Abi Asija sits down with Jay Jacobson, founder of Jacobson Professional Staffing and a longtime funeral industry leader, to break down how deep expertise can be transformed into a scalable, high-profit business. With nearly 45 years in funeral service, Jay built a respected authority in staffing, leadership, and training, but like many experienced operators, he faced the challenge of balancing a stable but labor-intensive legacy business with a far more scalable opportunity in consulting, education, and industry transformation.Key Insight: The biggest growth unlock is not creating more offers, but repositioning existing expertise into higher-value, recurring, and scalable systems. Jay’s transition from hands-on staffing and a home-based cookie business into premium funeral industry consulting reveals how niche authority, strategic packaging, and recurring contracts can dramatically increase income while reducing operational complexity.A major strategic takeaway is the power of shifting from labor-heavy revenue to knowledge-based revenue. Jay’s cookie business generates stable income, but his consulting and training business offers far greater upside because it monetizes expertise rather than physical output. By focusing on leadership, communication training, continuing education, and AI implementation in funeral service.Another critical framework discussed is offer stacking and pricing strategy. Rather than selling time alone, Jay’s model can expand by bundling live seminars, long-term contracts, books, AI resources, recorded training, and continuity programs into premium offers. This creates higher perceived value, improves client lifetime value, and positions him as a category leader instead of a service provider competing on price.The conversation also highlights how AI is becoming a competitive advantage in traditional industries. Jay’s approach is not about replacing people, but about freeing staff from low-value administrative work so they can focus on higher-quality customer experiences. In funeral service, where trust and emotional intelligence are critical, AI becomes a tool for operational efficiency, communication consistency, and improved client outcomes.Marketing and authority building play a central role in Jay’s expansion strategy. Through LinkedIn content, national conference speaking, publication placements, and strategic thought leadership, he is leveraging visibility to grow market awareness. The deeper lesson is clear: expertise alone is not enough. Packaging, positioning, and distribution are what convert credibility into scalable business growth.Viewers will walk away with practical insights on niche domination, recurring revenue strategy, premium offer creation, authority marketing, and using AI to modernize legacy industries. Whether you are building a consulting business, transitioning from hands-on work to thought leadership, or scaling through education, Jay’s journey offers a blueprint worth studying. Guest’s website is jacobsonprostaff.com, and his email is jay@jacobsonprostaff.com. Reach out to Jay directly if you are in funeral service, leadership development, or professional training and want to learn from a proven industry authority.

Abi Asija sits down with Phil Ganz, President of Next Wave Mortgage, to break down one of the most counterintuitive problems a growing business can face: generating more leads than the business can convert. With over 1,500 leads coming in every month across Florida, Texas, Colorado, and Massachusetts, and a conversion rate sitting below 5%, Phil walks through exactly what broke down inside his sales process, what needs to change structurally, and how he built one of the most effective organic lead generation systems in the mortgage space today.Key Insight: Generating leads means nothing if the conversion infrastructure behind them is not built to handle the volume. The real opportunity is not in getting more leads. It is in closing the gap between interest and closed deals, and that gap is almost always a people, process, and follow-up problem that compounds at scale.Phil breaks down where prospects are falling out of the funnel and why offering only calendar booking is costing him a significant portion of his pipeline. Abi shares how adding a call now option alongside scheduling can immediately increase contact rates, pointing to his own business where 80% of prospects chose to call immediately over booking in advance, a shift that required hiring 3 additional people overnight just to handle the volume.The conversation then moves into lead qualification and the setter-closer model. Phil acknowledges that his best closers, including himself, are spending time on prospects who have no realistic path to buying. Abi introduces the BANT framework, Budget, Authority, Need, and Timing, as the filter that should sit between an incoming lead and a senior salesperson, with services like Smith.ai and PatLive handling live intake and hot transfers at a fraction of the cost of full-time staff.Phil then reveals the domain-matching strategy that built his entire lead pipeline from scratch. Instead of competing head-to-head against billion-dollar platforms, he registers exact-match domains based on what customers are literally typing into Google, builds focused 1 to 2 page sites with genuinely expert content, and ranks on page 1 within 30 to 180 days. Once a domain ranks, the cost per lead drops every single month because the asset keeps producing without additional spend.The conversation also covers follow-up strategy, show-up rates, and weekend availability. Abi explains why automated email and text sequences are largely ignored today and why a human follow-up call, paired with a value-driven incentive such as a custom PDF or personalized plan, can increase appointment show-up rates from 50% to 80%. Phil also reveals that roughly 30% of his potential conversions were happening on weekends when his team was unavailable, a silent leak that most businesses never measure.Viewers will walk away with a clear, actionable framework for diagnosing conversion problems at every stage of the funnel, along with a proven organic lead generation strategy that works across industries. To connect with Phil directly, he can be reached by text or call at 617-529-9317, or found on Instagram and LinkedIn at @askthemortgageexpert.

Abi Asija sits down with executive coach Steve Barton to break down why most coaching businesses struggle to grow even when the coach delivers real results. Steve shares his transition from building a successful floral retail company from $200,000 to $2,000,000 in annual sales into coaching entrepreneurs, executives, and business owners through his “Game of 10” framework. The conversation focuses on the real bottlenecks holding coaches back, including weak positioning, broad targeting, inconsistent lead generation, and offers that fail to communicate value.Key Insight: Most coaches do not have a value problem. They have a positioning and offer problem. Steve already had proof, testimonials, years of business experience, podcast credibility, and client transformation results. The missing piece was packaging that value into a clear niche, an irresistible offer, and a repeatable client acquisition system.The discussion breaks down how narrowing your ICP creates stronger referrals, easier marketing, and higher trust from potential clients. Instead of trying to serve everyone, the strategy is to dominate one category where credibility compounds faster. Abi explains how specific positioning increases word-of-mouth referrals and simplifies content creation because every message speaks directly to one audience with one core pain point.Another major focus is on offer construction. Abi walks Steve through creating a stacked offer that dramatically increases perceived value without drastically increasing delivery costs. The strategy includes combining coaching sessions with bonuses like recorded courses, books, mastermind access, networking opportunities, live events, and group coaching experiences. The goal is to create an offer so valuable that prospects feel like they are getting significantly more value than the investment.The conversation also dives deep into lead generation and content strategy. Steve explains how LinkedIn, BNI networking groups, referrals, podcasts, and email nurturing currently generate leads, while Abi highlights the importance of increasing content frequency, repeating core lessons consistently, and building trust with cold audiences. They also discuss live streaming, lead attribution, testimonial stacking, social proof, and how to structure free consultations that convert at a much higher rate.Steve also shares the philosophy behind his “Game of 10” coaching framework, which centers around helping people recognize that they are already operating from a place of potential and awareness rather than fear, guilt, or self-doubt. The discussion explores mindset as the foundation of business performance and how emotional awareness impacts leadership, decision-making, relationships, and growth.Viewers will walk away with practical strategies for scaling a coaching business, improving conversions, building authority, increasing lead flow, and creating premium positioning in a crowded market. Steve Barton’s website is stevebartoncoaching.com. You can also connect with him directly on LinkedIn and book a free consultation to learn more about his Game of 10 coaching framework and executive coaching services.

Abi Asija sits down with Leslie A.M. Smith, a communications and community relations strategist who helps nonprofits, consultants, and service-based businesses improve their marketing, branding, and visibility. The conversation breaks down why many experienced professionals struggle to scale, even when they consistently deliver strong client results. Leslie shares how she built a referral-driven business, the challenges of productizing her expertise, and the systems she is putting in place to grow beyond trading time for money.Key Insight: Most small service businesses are underpriced, under-positioned, and trying to scale before building enough demand. High-ticket growth comes from creating irresistible offers, increasing perceived value, improving qualification systems, and building trust through content and social proof before trying to automate or scale with courses.Abi explains why Leslie’s 75% to 80% proposal close rate signals pricing power and why raising prices strategically often improves positioning rather than hurting conversions. They discuss how referral-based businesses can become trapped in low-volume pipelines and why consistent top-of-funnel traffic through content, email marketing, and audience building becomes essential for long-term growth.The conversation also dives deep into offer construction and upsells. Abi outlines frameworks for creating premium offers that leverage guarantees, bonuses, faster delivery timelines, and layered service tiers to help clients continue ascending into higher-value engagements. They also discuss why every service business should have clear contracts, qualification systems, and structured discovery processes to reduce friction and improve client quality.Leslie shares lessons from organizing her Second Act Business Summit, including how vetting speakers revealed the importance of enthusiasm, follow-through, and execution over vanity metrics like audience size. The discussion expands to how solopreneurs and consultants can position themselves more effectively by speaking directly to a clearly defined ICP and crafting messaging around urgent business pain points rather than generic marketing advice.The episode also covers why most cohort-based programs fail before demand exists, why one-on-one consulting is often the fastest path to building authority, and how creators can transition into scalable products only after building trust, testimonials, and consistent inbound demand. Abi breaks down content strategies for YouTube, LinkedIn, newsletters, and live streaming while emphasizing that value-driven communication compounds over time.Viewers will walk away with practical frameworks for pricing, offer creation, upsells, audience building, content strategy, email marketing, and scaling a service business without losing positioning or trust. Leslie also shares how professionals can improve community engagement and marketing strategy through stronger communication systems and relationship-driven branding. The guest’s website is McCormickLA.com, and her email is leslie@mccormickla.com. Just reach out to Leslie directly if you want help with nonprofit marketing, communications strategy, branding, or community relations support.

Abi Asija sits down with Joshua Krafchick from 369 Financial to break down the real challenges of growing a modern wealth management business. The conversation goes deep into client acquisition, financial consulting funnels, high-net-worth relationship building, custom investment strategies, and why most financial advisors struggle to stand out in an overcrowded market. Joshua explains how he grew from $6,000 in his first year to managing over $13,000,000 in assets by focusing on conversations, trust, and long-term value instead of chasing vanity metrics.Key Insight: The biggest bottleneck in financial services is not investment performance. It is attracting the right people, building trust before asking for money, and creating systems that turn small engagements into long-term wealth management relationships.Joshua explains why his business uses low-cost consulting offers as an entry point before transitioning qualified clients into wealth management. Instead of leading with aggressive sales tactics or promises of beating the market, he focuses on understanding what clients actually need their money to accomplish, reverse engineering the required returns, and building custom strategies around downside protection, taxes, estate planning, liquidity management, and long-term financial goals.The discussion also covers why most investors misunderstand risk management, how downside protection can outperform chasing returns over time, and why wealthy clients often value stability and strategy more than maximizing gains. Joshua shares his approach to holding cash strategically, hedging market exposure, identifying sector opportunities, and managing client psychology during volatile markets.Abi and Joshua also dive into marketing systems for financial advisors, including PPC lead generation, qualification funnels, automated nurture campaigns, relationship-driven sales, and using educational tools to build trust at scale. Joshua reveals the custom financial assessment tools he built to attract more qualified leads, including portfolio X-rays, liquidity planning frameworks, home upgrade stress tests, and personalized financial persona assessments designed to deliver actionable value before a sales conversation even begins.The conversation expands into client retention, customer success, and long-term relationship building. Joshua explains why he sends quarterly investment updates, personalized videos, birthday cards, and direct check-ins to clients, while Abi shares how proactive follow-up systems created millions in repeat business inside his own company. Together, they break down why trust compounds over time and why most businesses lose opportunities simply because they stop communicating with past leads and customers.Viewers will walk away with practical insights on wealth management, lead generation, client psychology, financial consulting funnels, content marketing for advisors, and how to build a premium service business based on long-term relationships instead of short-term transactions. Joshua’s website is www.369financial.com, and his email is Josh@369financial.com. Just reach out to Joshua directly if you want help optimizing your finances, building a custom investment strategy, or learning more about his wealth management approach.

Abi Asija sits down with Aleks Krylov to break down how a local roofing and gutter company can escape the commodity trap, increase customer lifetime value, and build a scalable service business. The conversation focuses on operational bottlenecks, pricing mistakes, offer design, recurring-revenue opportunities, customer-retention systems, and hiring challenges that limit growth for service-based companies.Key Insight: The businesses that win are not competing on price alone. They create differentiated “stacked offers” that bundle services, guarantees, maintenance plans, priority access, inspections, and convenience into a premium experience customers cannot easily compare against competitors. Instead of selling gutters or roofing as commodities, the goal is to sell peace of mind, speed, trust, and long-term homeowner support.Abi explains why most contractors unintentionally destroy their positioning by leading with price matching too early in the sales process. Rather than opening with discounts, he recommends leading with value stacks that solve multiple homeowner pain points at once. The discussion covers how to build premium offers through warranties, inspection programs, maintenance plans, seasonal services, educational resources, and strategic upsells that increase both profit margins and customer loyalty.The conversation also dives into recurring revenue and customer lifetime value. Aleks explains how his company uses service plans, roof inspections, gutter maintenance, and winter storm priority programs to create ongoing relationships with homeowners. Abi expands on this by showing how service businesses can introduce memberships, seasonal offers, and subscription-style maintenance plans that smooth out seasonal revenue fluctuations while increasing retention and referrals.Another major focus is operational scaling. Aleks shares how rapid growth created installation backlogs due to labor shortages, training constraints, and limited field capacity. They discuss hiring systems, apprenticeship-based training, safety procedures, forecasting labor demand, maintaining company culture during expansion, and why scaling operations is often harder than scaling marketing in home service businesses.The discussion also explores strategic upsells, urgency pricing, and AI-driven visualization tools for contractors. Abi shares examples of companies using AI-generated before-and-after renderings to increase average ticket size and help customers visualize higher-end upgrades. They also discuss premium service tiers, faster-turnaround upsells, objection-handling frameworks, and how overdelivering on speed and customer experience can generate referrals.Viewers will learn how to structure premium offers, increase LTV, create recurring revenue, improve customer retention, and scale a local service company without relying on price competition. The guest’s websites are Stern Gutters and Stern Roofing. His email is alex@sterngutters.com and alex@sternroofing.com. Reach out to Aleks if you are looking for gutter, roofing, or exterior home services in New Jersey.