Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out on this valuable content, and hit play!

Key takeaways to listen for


The stark reality of business sales and transitions
Challenges businesses face when transitioning ownership
Essential steps to prepare for a business exit
Austin's personal journey from law aspirations to financial expert
Upcoming projects and the launch of a new investment fund

Resources mentioned in this episode


The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2Lgtt

About Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA


Austin Peterson is a seasoned Comprehensive Financial Planner based in Scottsdale, AZ. Starting his career in 2000 at Independent Capital Management in Santa Ana, CA, he has held various roles, including an internal wholesaler at Pacific Life and a life insurance field wholesaler at Symetra Life Insurance. After earning his MBA from Brigham Young University, focusing on sales and entrepreneurship, Austin founded and later sold his own financial planning company in Southern California. He then served in both sales and management roles at Crump Life Insurance for five years. In 2015, Austin joined Lincoln Financial Advisors, and in 2021, he co-founded Backbone Planning Partners to enhance focus on small business planning.

Connect with Austin CFP®, CLU®, CBEC®, CPFA™, MBA


Website: Backbone Planning Partners: https://www.backboneplanning.com/
Podcast: Tycoons of Small Biz: https://apple.co/3wmdlfh
LinkedIn: Austin Peterson, CFP®, CLU®, CBEC® , CPFA™, MBA: https://www.linkedin.com/in/austinpetersoncfp/

CONNECT WITH US


Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.

Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

What if you could transform your sales approach? Join us as Joe Graham, a sales expert with over two decades of experience, shares his insights on a value-driven, problem-solving strategy that diverges from traditional pushy sales tactics. Discover how authenticity and strategic thinking can revolutionize your sales process and nurture sustainable business relationships.

Key takeaways to listen for


Early challenges in sales and how to overcome them
The concept of providing value and helping rather than selling
How to properly value services and understand market dynamics
An innovative strategy to alleviate pressure on sales
Joe’s top three personal insights from 20 years in sales

Resources mentioned in this episode


The Go-Giver by Bob Burg: https://amzn.to/44tBNb9
Atomic Habits by James Clear: https://amzn.to/44riEH5

About Joe Graham


Joe Graham is an award-winning sales coach and Enterprise Account Representative for Spectrum Enterprise, where he has won the President's Circle Award from 2019 to 2022 and the Mid Market Masters Award from 2019 to 2021. He is also a Major Account Executive at T-Mobile, specializing in custom solutions for small to medium-sized businesses. Joe hosts the "Joseph Graham Show," which is aimed at helping business professionals and coaches improve their sales processes and achieve six-figure results. He offers quick consultations to tailor the best solutions for each client's needs.

Connect with Joe


Instagram: https://www.instagram.com/joegrahamreal/
YouTube: https://www.youtube.com/@Joegrahamreal
Podcast: The Joseph Graham Show: https://apple.co/44pgOGq

CONNECT WITH US


Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.

Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

Leisa Peterson boots your financial knowledge by exploring the value of effective money management. She addresses challenges like the scarcity mindset and investing obstacles, and shares strategies to become more money-conscious. Tune in to disconnect your self-worth from your financial status and make peace with money!



Key takeaways to listen for


Leisa's transition and passion for the psychology of money
Negative effects of shame and fear on financial literacy
How societal beliefs influence one’s self-worth and financial decisions
A pivotal decision that led to a new path in coaching and mindfulness
The power of leverage in business and investing sucess


Resources mentioned in this episode


The Mindful Millionaire by Leisa Peterson: https://amzn.to/3SXBsX4
The Luck Factor by Dr. Richard Wiseman: https://amzn.to/3Q5RO16



About Leisa Peterson


Leisa Peterson aims to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant, and spiritual teacher, Leisa hosts the Mindful Millionaire podcast, virtual workshops, and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity, and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire.


Connect with Leisa


Website: WealthClinic®: https://www.wealthclinic.com/ | The Mindful Millionaire: https://www.mindfulmillionairebook.com/
Podcast: Mindful Millionaire with Leisa Peterson: https://apple.co/3UjhnhO


CONNECT WITH US


Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.


Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!