Podcast
The Wealthy Entrepreneur
Hosted by Robert Gauvreau · EN
Introducing The Wealthy Entrepreneur Podcast, where we unravel the Profit Simple framework, turning your business's vision into a roadmap for financial success. Join us as we provide simple yet powerful episodes for extraordinary results and financial clarity. Say goodbye to confusion and hello to a journey towards financial freedom!
25episodes
Episodes
Newest firstAll episodes
The Acquisition-Led Growth Playbook ft. Anirvan Sen
4w ago00:23:37Tap to summarizeEntrepreneurs often approach growth like a horse with blinders on. And, let’s be real, that kind of focus is necessary. But what if they’re missing a proven growth tactic in the process? In this episode of The Wealthy Entrepreneur, host Bob Gauvreau sits down with Anirvan Sen, a 25+ year M&A veteran and author, to explore said tactic - acquisition and revenue ring-fencing. Together, they unpack why buy-and-build strategies outpace organic growth, how to position your business as an acquisition-ready platform and the non-negotiable disciplines that separate successful integrations from the 70% that fail. From the structural shifts and leadership mindset changes necessary to the operational rigour required to turn acquisitions into genuine wealth multipliers - this conversation reveals it all. If you want to join the conversation and be a part of the Wealthy Entrepreneur community, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast! If you enjoyed this episode, handcrafted by our friends over at fame.so, then please either:Follow, rate, and review on Apple PodcastsFollow on Spotify Instructions on following, rating, and reviewing The Wealthy Entrepreneur are here. Highlights:00:00 Introduction03:05 From Engineering to M&A: A 25-Year Journey06:48 Understanding Buy and Build: Three Strategic Models10:37 The Five-Stage Revenue Framework for Acquisition Readiness12:55 Acquisition Size Strategy: Small, Equal, or Reverse Mergers14:58 Why 70% of Acquisitions Fail & Revenue-Ring Fencing17:24 Preventing Key Talent Exodus After Acquisition20:49 Culture Is Not Unified: Building Micro-Cultures on Shared Values24:02 Platform Readiness: SOPs, Systems, and External Relationships29:30 The Valuation Arbitrage: 4X to 8X Multiple Through Consolidation32:29 CEO Personal Wealth Creation and Leadership Evolution34:55 Transitioning from Operator to Strategic Leader37:08 Rapid Fire: Acquisition-Led Growth, Big Acquisition Mistakes & More39:14 PROMISE Framework: Your Transformation Canvas40:39 COMBINED Operating System: Integrating All Your Systems42:57 Fifth Chrome Business Insights Podcast44:48 The Mentor Advantage: The One Piece of Advice He'd Give Himself45:44 Key Takeaways & Closing Thoughts About Anirvan: Anirvan Sen is a seasoned M&A strategist and author with over 25 years of experience in mergers, acquisitions and organizational transformation. Beginning his career at GE Capital in 1997, he has worked with more than 100 companies across 80+ countries, advising strategic investors, private equity firms and mid-market businesses on both buy-side and sell-side transactions. With expertise in buy-and-build strategies, operating systems, and post-acquisition integration, Anirvan has authored ten books, including a trilogy on buy-and-build operating systems that defines five distinct growth stages for scaling companies.Connect with Anirvan: LinkedIn: https://www.linkedin.com/in/anirvansen/ Fifth Chrome Website: https://fifthchrome.com/ Round Table Insights Website: https://roundtableinsights.com/ Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur! The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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Why 55% of Entrepreneurs Stay Broke - And How the Clockwork System Fixes It ft. Mike Michalowicz
Apr 2100:30:09Tap to summarizeWhat if your personal finances were holding back your business growth? In this episode of The Wealthy Entrepreneur, host Robert Gauvreau sits down with bestselling author and entrepreneur Mike Michalowicz to explore why traditional budgeting fails, how to restructure your money using behavioural psychology instead of willpower and the systems that let you build wealth without sacrificing the life you want to live. Drawing from his latest book, The Money Habit, Mike walks through the behavioural economics of money management, the operational systems that actually stick, and why most financial advice fails the entrepreneurs who need it most.If you're profitable but trapped by financial chaos, earning well yet feeling no closer to freedom, tune in to discover the exact framework Mike used to move from financial anxiety to genuine independence and the four financial seasons that actually work with human nature instead of against it.If you want to join the conversation and be a part of the Wealthy Entrepreneur community, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast! If you enjoyed this episode, handcrafted by our friends over at fame.so, then please either:Follow, rate, and review on Apple PodcastsFollow on Spotify Instructions on following, rating, and reviewing The Wealthy Entrepreneur are here. Highlights:00:00 Introduction01:23 Mike’s Journey: From Entrepreneurial Failure to Eradicating Entrepreneurial Poverty03:09 Why Separating Money Into Multiple Accounts Stops Wasteful Spending08:06 The Extraction: Why Becoming "Unnecessary" to Your Business Is Your Real Job11:23 Stop Giving Answers & Ask Questions to Build Capability in Your Team14:02 Channel Who You Already Are, Don't Fight Human Nature17:21 Income Tiers Reveal the Real Percentage Allocation Rule20:53 The Debt Snowball + Avalanche Hybrid23:16 The #1 Financial Worry for All Income Levels26:26 Financial Independence: Taking Control and Authority Over Your MoneyAbout Mike: Mike Michalowicz is a bestselling author and entrepreneur dedicated to eradicating entrepreneurial poverty through innovative business systems and personal finance frameworks. With a 15-year focus on authorship following decades of entrepreneurial experience, he has built a reputation for translating real-world business challenges into actionable, behaviour-based solutions. His seminal works - Profit First, Clockwork and The Money Habit - have become industry standards for business owners seeking financial control and operational independence. His methodology directly addresses the core challenge facing mid-market entrepreneurs: achieving profitability and freedom without sacrificing the growth and autonomy they've built their businesses to protect.Connect with Mike: LinkedIn: https://www.linkedin.com/in/mikemichalowicz/ YouTube: https://www.youtube.com/merylkevans/videos Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur! The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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Why 87% of Business Owners Pay Themselves Wrong
Apr 700:22:36Tap to summarizeSo, in this episode of The Wealthy Entrepreneur, host Robert Gauvreau flies solo to break down the real mechanics of owner compensation - salary vs. dividends, tax optimization and the often-overlooked strategies that separate six-figure earners from seven-figure wealth builders.Tune in to discover why leaving money in your corporation is actually the fastest path to compounding wealth and the exact framework to maintain your lifestyle while reinvesting surplus income for exponential growth. Robert unpacks the critical separation between business and personal expenses, how to structure withdrawals for maximum tax efficiency and the counterintuitive truth: the less you take out, the faster you build real wealth.If you want to join the conversation and be a part of the Wealthy Entrepreneur community, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast! If you enjoyed this episode, handcrafted by our friends over at fame.so, then please either:Follow, rate, and review on Apple PodcastsFollow on Spotify Instructions on following, rating, and reviewing The Wealthy Entrepreneur are here. Highlights:00:00 Introduction 02:02 Understanding the Owner Compensation Problem03:40 Two Ways to Pay Yourself: Salary vs. Dividend Distributions04:40 Why Dividends Beat Salary for Canadian Business Owners07:05 The $880 vs. $500 Wealth Compounding Gap10:18 How Much Should You Pay Yourself As a Business Owner?13:13 How to Set a Fixed Personal Draw and Stop Lifestyle Inflation15:56 Business vs. Personal Expenses & The Millionaire's Blueprint18:05 Proprietorships, Partnerships and Corporations Explained18:58 Tax-Efficient Investing Inside Your Corporation20:42 Key Takeaways & Closing Thoughts About Robert: Robert Gauvreau is the host and founder of the Wealthy Entrepreneur podcast, known for his expertise in business owner compensation strategy, corporate tax optimization and wealth accumulation planning. With a rich background in advising Canadian entrepreneurs on financial structure and personal tax planning, Robert specializes in helping business owners move beyond compliance-only approaches to build sophisticated wealth strategies. His practical methodology on separating personal and business cash flow, combined with his emphasis on tax-deferred wealth accumulation inside corporations, has positioned him as a trusted voice for entrepreneurs seeking financial clarity without the hustle-at-all-costs mentality. Connect with Robert: LinkedIn: https://www.linkedin.com/in/robert-gauvreau/ Personal Website: https://gauvreaucpa.ca/media Gauvreau Account Tax Law Advisory Website: https://gauvreaucpa.ca/ Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur!The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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The Accessibility Paradox: How Hiring for Disabilities Drives Profit ft. Meryl Evans
Mar 2400:48:16Tap to summarizeIn this episode of The Wealthy Entrepreneur podcast, host Bob Gauvreau brings on Meryl Evans, a renowned accessibility consultant and speaker known for her expertise in inclusive workplace design and operational systems. Together, they break down how disability inclusion and universal design principles directly impact productivity, retention, profitability and scale - particularly in hybrid and remote work environments.Tune in for her expert insights on creating accessible work environments that benefit all employees - disability or not - while reducing operational friction and scaling efficiently. This conversation proves that centring inclusivity and accessibility isn’t just the right thing to do, it’s the strategic thing to do. If you want to join the conversation and be a part of the Wealthy Entrepreneur community, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast! If you enjoyed this episode, handcrafted by our friends over at fame.so, then please either:Follow, rate, and review on Apple PodcastsFollow on Spotify Instructions on following, rating, and reviewing The Wealthy Entrepreneur are here. Highlights:00:00 Introduction & Meeting Meryl Evans 03:00 Meryl’s Story: Accessibility in Experience 03:59 Accessibility Shouldn’t be a Compliance Checkbox07:27 Remote Work: The Accessibility Advantage for Top Talent11:15 Outcome-Based Management Over Time Accountability14:36 Your Highest-Impact, Lowest-Cost Upgrade22:21 Leadership Mindset is the Key to Inclusive Culture25:39 Accessibility as Your Competitive Advantage 28:21 What Meryl Hopes Her Legacy Will Be & The Nuances of Accessibility33:36 Meryl’s Rapid Fire: Accessibility Upgrades, Debunking Myths & More36:55 Retire Proximity Bias: The Post-COVID Workplace Myth39:46 Overlooked Accessibility Features That Drive Productivity41:24 Hiring People with Disabilities: Breaking the Capability Myth44:45 Advocate for Yourself Without Fear of Consequence45:20 Key Takeaways & Closing Thoughts About Meryl: Meryl Evans is a renowned accessibility consultant and speaker known for her expertise in inclusive workplace design and operational systems. Born profoundly deaf, she brings lived experience to her advocacy work, helping organizations recognize that accessibility is not a compliance burden but a strategic business practice that drives productivity, retention and trust. With a background in digital marketing and content strategy, Meryl has built a thriving remote-first business while pioneering universal design principles across industries. Her work has positioned accessibility as essential operational hygiene for hybrid and remote teams, making her voice an invaluable one for founders and CEOs seeking to attract top talent, improve team performance, and build sustainable organizational systems.Connect with Meryl: LinkedIn: https://www.linkedin.com/in/meryl/ Personal Website: https://meryl.net/ YouTube: https://www.youtube.com/merylkevans/videos Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur!The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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A Real Estate Champion's Guide to Multi-Generational Wealth ft. Lee Yoder
Mar 1000:45:18Tap to summarizeIn this episode of The Wealthy Entrepreneur Podcast, we explore the story of someone who dared to do things differently. Lee Yoder, real estate investor and founder of ThreeFoldREI, shares how he walked away from a six-figure medical career to build a 930-unit multifamily portfolio that generates passive income, compounds wealth and actually gives him his life back.Tune in to explore how physicians, corporate operators and high-income professionals can leverage multifamily syndication to escape the time-for-money trap, build defensible wealth structures and position themselves for generational exits.If you want to join the conversation and be a part of the Wealthy Entrepreneur community, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast! If you enjoyed this episode, handcrafted by our friends over at fame.so, then please either:Follow, rate, and review on Apple PodcastsFollow on Spotify Instructions on following, rating, and reviewing The Wealthy Entrepreneur are here. Highlights:00:00 Introduction 00:46 Why Lee Chose to Trade Corporate Advancement for Freedom02:55 How to Fund a Real Estate Side Hustle Without Walking Away from Income10:50 Why Multifamily Outperforms Earned Income16:08 The Case Against Scattered Single-Family Portfolios20:48 Market Red Flags: Population Decline, Overbuilding and Hidden Infrastructure Costs26:01 How to Pool Capital and Scale Beyond Your Personal Net Worth29:45 Navigating Private Credit Bubbles and Positioning for Recessions37:02 Ins and Outs of the Hybrid Exit43:06 Why Mentors Compress Your Learning Curve by 5 Years47:58 Key Takeaways & Closing Thoughts About Lee: Lee Yoder is a multifamily real estate investor and founder of ThreeFoldREI, managing over 930 residential units across Ohio and Indiana. With a unique background as a licensed physical therapist who pivoted from healthcare operations to real estate entrepreneurship, Lee has built a scalable portfolio through strategic syndication, raising capital from passive investors to acquire and operate larger multifamily properties. His expertise spans deal analysis, property management optimization and building institutional-grade real estate businesses from the ground up. His journey and pragmatic approach to scaling real estate portfolios make his voice an essential one for entrepreneurs seeking to break the time-for-money trap and build true generational wealth.Connect with Lee: LinkedIn: https://www.linkedin.com/in/lee-yoder-25793215a/ Threefold REI Website: https://threefoldrei.com/ Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur!The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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The Branding Mistake That’s Costing You Millions ft. Benjamin Behrooz
Feb 2400:45:57Tap to summarizeIn this episode of The Wealthy Entrepreneur, host Bob Gauvreau and Benjamin Behrooz, Benjamin, Founder of Branding Los Angeles, explore the fundamental difference between the worlds of marketing and branding - why strategic brand alignment matters more than aggressive lead generation, how to build an authentic personal brand that amplifies your business and the key strategies to leverage AI, Google reviews and storytelling to dominate your market without burning out your team. In today’s cacophonic world of marketing, it’s easy to get lost - but crucial not to. This conversation cuts through the noise with actionable insights on reputation management, community impact and empowering your team to grow beyond your own limitations. If you want to join the conversation and be a part of the Wealthy Entrepreneur community, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast! If you enjoyed this episode, handcrafted by our friends over at fame.so, then please either:Follow, rate, and review on Apple PodcastsFollow on Spotify Instructions on following, rating, and reviewing The Wealthy Entrepreneur are here. Highlights:00:00 Introduction to The Wealthy Entrepreneur00:31 From Sony Music to Building a Brand Empire: Benjamin's Journey05:03 What It Means to Be a Brand in 202607:12 Separate Your “Branding Person” from Your “Marketing Person” 09:15 How Branding Attracts and Retains Top Talent12:53 Reputation Management and Google Reviews as Your SEO Foundation16:36 Google My Business Reviews: The AI-Powered Growth Engine23:12 Community Giving as Competitive Advantage 29:13 Creator-Owner Model: Why Your Personal Brand Must Lead32:31 Personal vs. Corporate Brand & Prioritization Strategy for Founders34:43 Raw Authenticity Over Polish: The New Content Formula37:51 YouTube Dominates in Long-Form Content and AI Indexability40:33 Why You Should Build Your Own Brand Intelligence Layer43:26 Final Wisdom: Bet on Yourself and Move FasterAbout Benjamin:Benjamin is the Founder of Branding Los Angeles, a strategic branding and marketing firm. Established in 2007, it serves everything from brick-and-mortar businesses to national campaigns across major U.S. metropolitan areas. With a background spanning Sony Music, Huffington Post's sister company Truthdig.com, and mentorship from top media executives, Benjamin brings deep expertise in brand strategy, storytelling, reputation management and community-driven marketing. For founders seeking to build brands that drive both leads and loyalty while staying true to their mission, Benjamin's framework on strategic storytelling and community impact offers the practical playbook needed to scale sustainably.Connect with Benjamin: LinkedIn: https://www.linkedin.com/in/benjamin-behrooz-059b2728/ Branding Los Angeles Website: https://www.brandinglosangeles.com/ Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur!The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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Why Only 33% of Family Businesses Survive: The Succession Conversation with Bobby Mascia
Feb 1000:42:48Tap to summarizeIn this episode of The Wealthy Entrepreneur, host Bob Gauvreau and Bobby Mascia, Founder of Green Ridge Wealth Planning and Family Office operator, explore how to architect a business for both profitability and transferability, why family succession fails 67% of the time and the counter-intuitive tax strategy that turns reinvestment into long-term wealth. From the operational structures that separate founders from their businesses to mastering the art of succession planning, this episode is a masterclass in learning how to stay profitable, cut through the noise and avoid getting trapped by your own operations. If you have something to say about being a wealthy entrepreneur and want to join the conversation, let us know here: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission. Look forward to having you on the podcast!About Bobby:Bobby Mascia is a Registered Investment Advisor and Founder of Green Ridge Wealth Planning, specializing in comprehensive wealth strategies for business owners and entrepreneurs. With a background spanning family business operations (scaling Dunkin' Donuts and Baskin-Robbins franchises from 20 to 40 locations) and financial advisory, he has built a fiduciary practice focused on bridging the gap between business performance and personal wealth. He’s taken his expertise to the page through the book, “Unchained”, a business memoir exploring the trials, failures and breakthroughs of entrepreneurial life, and hosts the “Business Unchained” podcast, as well. His work centers on making businesses "exit-ready", positioning owners for sustainable growth, reduced operational friction, and strategic optionality, with an ambitious goal to help 1,000 business owners achieve exit readiness by 2036. Connect with Bobby: Website: https://bobbymascia.com/ LinkedIn: https://www.linkedin.com/in/rmascia/ Instagram: https://www.instagram.com/bobbymascia/?hl=en Green Ridge Wealth Planning Website: https://grwealthplan.com/ Bobby’s Book: https://www.amazon.in/Unchained-Entrepreneurship-Family-Business-Balance-ebook/dp/B0GCB1C51T Bobby’s Podcast: https://www.youtube.com/@bobbymascia Resources:Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficialJoin the conversation and feature on the podcast: https://www.wealthyentrepreneur.co/the-wealthy-entrepreneur-podcast-guest-submission Let’s continue to work on becoming a Wealthy Entrepreneur!The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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Mastering Lead Conversion: An Interview with Cody May of Sheridan Streets
Jan 2700:40:27Tap to summarizeToday, our guest, Cody May, sits with our host, Bob, to discuss the evolution of his business from a boutique agency to Sheridan Street, helping real estate and home service businesses generate leads. He emphasizes that conversion happens through conversation and outlines three lead generation pillars: activity-based business, referral business, and pipeline business. Cody also shares how he built a business that aligns with his desired lifestyle, offering freedom and flexibility. His move to global markets and focus on coaching helped him transition from local to international business growth. The podcast highlights the importance of persistent follow-up to close deals. Cody stresses that businesses often fail to follow up effectively, missing out on conversions. He encourages consistent engagement with leads to drive better results. Episode Highlights: 00:00 Welcome to The Wealthy Entrepreneur Podcast 01:58 Early Business Journey and Learning Experiences 04:58 Transition to Online Marketing and Business Expansion 11:10 Creating a Business Around Lifestyle Goals 13:41 Lead Generation Strategies for Real Estate and Home Service Businesses 28:51 Challenges and Opportunities in the Current Economic Climate 31:40 The Importance of Follow-Up and Sales Conversations 31:56 Adapting Business Models to Market Conditions About the Guest:Cody May is the CEO of Sheridan St., the premier lead generation and appointment setting agency for real estate professionals. With over 5 years of visionary leadership, Cody has propelled Sheridan St. to unparalleled success since October 2017. Based in Peterborough, Ontario, Cody's agency specializes in empowering real estate agents and teams with personalized support, ensuring they secure appointments, live transfers, and in-person showings through the "DEDICATED APPOINTMENT ENGINE." His dedication and innovation have made Cody a prominent figure in revolutionizing real estate business growth. Connect with Cody: LinkedIn: https://www.linkedin.com/in/cody-may-8b5904b1/ Instagram: https://www.instagram.com/codmay/ Sheridan St. Website: https://sheridanst.io/ Sheridan St. LinkedIn: https://www.linkedin.com/company/sheridanst/ Resources: Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficial. Let’s continue to work on becoming a Wealthy Entrepreneur!See omnystudio.com/listener for privacy information.The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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Navigating Financial Waters with Dan Moloney: A Journey of Trust and Planning
Jan 2000:48:46Tap to summarizeToday, our host, Bob Gauvreau, and our guest, a financial advisor, Dan Moloney, examine financial planning for entrepreneurs, focusing on why a business should not be relied on as a standalone retirement plan. They emphasise the importance of a personalized, adaptable strategy that supports growth, succession planning, and eventual exit outcomes The discussion highlights automated investing, dollar-cost averaging, and cash-flow-driven contributions as core tools for disciplined wealth building. By removing emotion and aligning investments with business cash flow, entrepreneurs can manage risk more effectively while building long-term financial security The episode concludes with a focus on insurance, estate planning, and legacy protection, outlining how insurance provides certainty when markets and business valuations cannot. Ongoing collaboration with trusted advisors is positioned as essential to navigating economic uncertainty and protecting long-term financial freedom Episode Highlights: 00:00 Welcome to The Wealthy Entrepreneur Podcast 02:50 Dan Maloney's Background and Business Journey 04:30 The Benefits of Virtual Meetings and Zoom Calls 06:18 Stages of Investing and Financial Planning for Entrepreneurs 18:27 The Importance of Early Financial Planning 21:15 Investment Options and Risk Profiles 32:40 Insurance Planning and Estate Planning 36:18 Succession Planning and Business Continuity 40:58 Adapting Financial Plans During Economic Downturns About the Guest:Dan Moloney is a seasoned financial advisor with over 15 years of experience at Sun Life Financial. Based in Peterborough, Ontario, he specializes in comprehensive life, health, and wealth planning. Through transparent and trustworthy guidance, Dan helps clients navigate their financial journey and achieve success. He founded Moloney Financial Solutions Inc. in September 2012, showcasing his dedication to personalized solutions. His unwavering commitment to clients' goals and his passion for delivering superior service have established him as a trusted advisor in the field. Connect with Dan Moloney: LinkedIn: https://www.linkedin.com/in/danmoloneyslf/ Moloney Financial Solutions Inc.: https://advisor.sunlife.ca/dan.moloney/ LinkedIn: https://www.linkedin.com/in/danmoloneyslf/ Resources: Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficial. Let’s continue to work on becoming a Wealthy Entrepreneur!See omnystudio.com/listener for privacy information.The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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Scaling Success with Systems and Processes with Alex Charfen
Jan 1300:54:51Tap to summarizeToday, our guest, Alex Charfen, joins our host, Bob Gauvreau, to reframe what it means to be an entrepreneur. He introduces the Entrepreneurial Personality Type, challenging the idea that founders are “broken.” Traits like intensity, sensitivity, and restlessness are not flaws; they’re evolutionary advantages. Entrepreneurs are wired as “hunters,” built to create, move forward, and thrive in uncertainty. The episode centres on momentum as the real driver of fulfilment. Founders aren’t chasing goals; they’re chasing forward motion. Burnout comes from noise, comparison, and unclear direction. Charfen argues that clarity, self-awareness, and self-compassion are what restore energy and performance. The conversation shifts to scaling through systems. Growth stalls when founders try to do everything “all at once and right away.” Charfen advocates for building a “boring business”, one that is predictable, process-driven, and stable. Systems, quarterly planning, and realistic targets replace chaos with execution and turn ambition into sustainable scale. Episode Highlights: 00:00 Welcome to The Wealthy Entrepreneur Podcast 00:46 Entrepreneurial Personality Type and Its Origins 02:59 Alex's Personal Journey and Early Influences 06:10 The Entrepreneurial Personality Type and Societal Perceptions 09:52 Challenges and Misunderstandings of Entrepreneurs 16:56 The Evolutionary Hunter and Entrepreneurial Success 26:01 Building a Boring Business and Systemization 42:17 The Importance of Prioritization and Realistic Goals 46:58 The Role of Process, Structure, and Routine in Entrepreneurship 52:03 The Impact of Comparison and Self-Reflection on Momentum About the Guest:Alex Charfen is a seasoned entrepreneur, author, speaker, and coach with over three decades of experience in the business world. He's dedicated to assisting entrepreneurs with six-, seven-, and eight-figure businesses in their growth and scaling endeavors. Alex's journey began early when he became a Fortune 500 consultant in his twenties, working with some of the world's most successful individuals. He later ventured into Florida's real estate market, experiencing both prosperity and financial challenges. After a setback that led to bankruptcy, he and his wife, Cadey, bounced back by creating the Certified Distressed Property Expert (CDPE) program, working with major lenders and real estate brokerages. This experience paved the way for CHARFEN, a company aimed at helping small businesses grow and scale rapidly. Alex's inspiring story has been featured in publications like Success, Entrepreneur, and Inc. Magazine, and he's been interviewed by major media outlets such as MSNBC, CNBC, FOX News, and more. He's now recognized as a leading expert in guiding entrepreneurs through the Billionaire Code and strategic planning. Connect with Alex Charfen: LinkedIn: https://www.linkedin.com/in/alexcharfen/ Website: https://www.charfen.com/ MOMENTUM Podcast: https://www.charfen.com/podcast/ Download The 9 Levels Every Entrepreneur Must Go Through To Get From Start-up To True Growth and Scale: https://billionairecode.com/ Buy The Entrepreneurial Personality Type: Your Guide to the Most Important and Misunderstood People Among Us here: https://www.charfen.com/eptbook/ Resources: Listen to Alex Charfen’s MOMENTUM Podcast: https://www.charfen.com/podcast/ The 9 Levels Every Entrepreneur Must Go Through To Get From Start-up To True Growth and Scale: https://billionairecode.com/ Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa For more podcast episodes, subscribe to our YouTube Channel at https://www.youtube.com/@wealthyentrepreneurofficial. Let’s continue to work on becoming a Wealthy Entrepreneur!See omnystudio.com/listener for privacy information.The Wealthy Entrepreneur Podcast is handcrafted by our friends over at: fame.so
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