DealQuest Podcast with Corey Kupfer (Corey Kupfer)
Explore every episode of DealQuest Podcast with Corey Kupfer
| Pub. Date | Title | Duration | |
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| 01 Dec 2021 | Episode 149: The Total Financial Picture with Scott Walton | 00:52:06 | |
Scott Walton has worked in the securities industry since 1992. He started with a training period at Dean Witter Reynolds' headquarters in New York, where he first began developing his skills in asset allocation, modern portfolio theory, and institutional money management. His experience at Prudential deepened his appreciation of the financial services industry’s role in estate planning and retirement planning. It also showed Scott the importance of understanding the total financial picture for individuals and companies he serves. In 1999, he founded Walton Financial, where he offers an individualized approach to all aspects of financial planning.
After learning about sustainable concepts, Scott was so inspired that he created The Green Resource Center—a 501(c)3 to promote social, economic, and environmental practices. The response has been overwhelming: The Center was honored with four humanitarian awards and received multiple support grants.
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| 25 Nov 2021 | Episode 148: Revolutionary Deals with Rha Goddess | 00:56:05 | |
Rha Goddess is THE entrepreneurial soul coach behind hundreds of breakthrough changemakers, cultural visionaries, and social entrepreneurs. Her mission? To revolutionize the way we live, work, play and do business. Part of fulfilling that mission includes revolutionary deals! You might also have heard Rha’s previous DealQuest interview here, where she discussed her publishing deal for The Calling: Three Fundamental Shifts to Stay True, Do Good, and Get Paid. Listen today to hear about Rha’s:
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| 17 Nov 2021 | Episode 147: Best Of: Building Better Deals with Corey Kupfer | 00:19:53 | |
Listen to this powerful Best Of: Building Better Deals episode to learn how Stephanie Scheller can help you find valuable deals that are worth pursuing, what Henry Daas can teach you about dealing with the potential risk of negotiations, and what Marc Gordon has to say about the power of creating synergy for optimal deals. Learn more about:
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| 10 Nov 2021 | Episode 146: What makes a Deal-Maker? | 00:21:17 | |
This week on the solocast, I’m thinking about the difference between people who really get things done, and people who don’t. I’ve noticed that lots of people talk about doing things like writing a book, starting a podcast, doing deals, and more. Yet, many of those people never seem to make progress and actually accomplish those things. Why not? More specifically, what actually makes a deal-maker? What sets apart the doers from the dreamers?
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| 03 Nov 2021 | Episode 145: Strategic Planning for Entrepreneurs with John Bly | 00:50:20 | |
John Bly is an amazing deal-maker, as well as a returning DealQuest guest! (You can also hear from him in Episode 7, Acquisition: Not Just for the Big Guys.) He specializes in tax planning, mergers and acquisitions, business valuation, strategic planning for entrepreneurs, and more! In addition, John is the author of Cracking the Code: An Entrepreneur's Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar. Listen in to hear about what’s happening in the M&A market, as well as what kinds of strategies John’s firm is using today
Listen to the DealQuest podcast today! | |||
| 27 Oct 2021 | Episode 144: Finding Financial Liberation With Mel Abraham | 00:54:11 | |
Mel Abraham helps business owners and entrepreneurs build meaningful businesses so that they can have more profit, fans and freedom. His principles help customers become raving fans and your life full with fulfillment from a business that is congruent with your values, in alignment with your higher vision and connected to all stakeholders at an emotional level.
Listen to the DealQuest podcast today! Guest Contact Information: Mel's Website: https://melabraham.com The Affluent Entrepreneur Show: https://melabraham.com/show LinkedIn: https://www.linkedin.com/in/melhabraham The Business Builder Toolkit Online: https://melabraham.mykajabi.com/store/avdD348B | |||
| 20 Oct 2021 | Episode 143: Franchising, Raising Money, and the Deal-Maker's Journey with Kamran Saleem | 00:56:04 | |
Franchising, Raising Money, and the Deal-Maker's Journey with Kamran Saleem Automotive expert Kamran Saleem has over 15 years of experience in the automotive industry. He is skilled at raising money, franchising, and navigating the deal-maker's journey! Kamran studied Business Management at Aston University. He is the founder of Motoserv UK, a sales and service organization.
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| 13 Oct 2021 | K-Economy, M&A Trends, and 2021 Deals in Q4 | 00:26:23 | |
If you listen to the show regularly, you know I like to periodically review M&A trends. Q4 of 2021 is no different! Right now, we’re seeing lots of interesting action. Deals have continued to be strong in this K-economy, which we saw throughout 2020 as well. Clearly some industries, like tech, logistics, and finance have been booming. Others, like restaurants, have struggled more. If you were to search “2021 deals” right now, however, you’d find all sorts of positive reports. There is confidence in the economy right now. In addition, there is an unbelievable level of access to capital right now. Despite the fact that many deals have been done, the capital has not dried up. Listen in to learn about:
Listen in today! | |||
| 06 Oct 2021 | Master the Inner Game to Broker More Deals | 00:50:39 | |
As a husband, father, friend, and serial entrepreneur, Tony Grebmeier’s current ventures include co-founding ShipOffers with his childhood friends, and being the creator of the Be Fulfilled Brand. Tony notes that the journey to finding fulfillment is often filled with stories of stuff we never thought would happen. You may even feel like giving up entirely; that was his story, until his friend John showed up and saved his life. Now, Tony is passionate about teaching you how to master the inner game so you can experience more success of your own.
Listen to the DealQuest podcast today! Guest Contact Information: Website - https://www.tonygrebmeier.com/ | |||
| 29 Sep 2021 | Episode 140: Unexpected & Innovative Deal-Making | 00:57:43 | |
Barry Seidel opened his own practice right out of school in 1982. He later wrote a book about his experiences, called Evolutions of a Law Practice - How I Opened My Law Practice Right Out of Law School...and Lived to Tell About It. Now he writes, speaks, teaches, and consults about law practice, with the goal of helping other lawyers improve their practices and their lives. As an unexpected and innovative deal-maker, he shares his thoughts on collaboration, competition, and creative growth.
Listen to the DealQuest podcast today! Guest Contact Information: Probate website - http://www.queensprobate.com Queens per diem website - http://www.wecoverqueens.com/ Evolutions of a Law Practice Website - www.evolutionsofalawpractice.com LinkedIn - https://www.linkedin.com/in/nylaw2law/ Book - https://www.amazon.com/Evolutions-Law-Practice-Opened-School/dp/1543989527 | |||
| 22 Sep 2021 | Episode 139: Differentiating in Marketing and Deal-Making with Mike Michalowicz | 00:29:32 | |
I am so excited to have Mike Michalowicz back on DealQuest! He is the entrepreneur behind three multi-million dollar companies and a former small business columnist for The Wall Street Journal. Mike is an entrepreneurial advocate and author of many great books including: Fix This Next, Clockwork, Surge, The Toilet Paper Entrepreneur, The Pumpkin Plan, Profit First and Get Different, which is hot off the press. Master the milliseconds of marketing and understand the importance of differentiating in marketing and deal-making. There is so much to learn in this interview, including:
https://www.facebook.com/MikeMichalowiczFanPage/ https://twitter.com/MikeMichalowicz https://www.instagram.com/mikemichalowicz/ https://www.youtube.com/user/MikeMichalowicz
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| 15 Sep 2021 | Episode 138: 5 More Steps Towards Deal-Making Success with Corey Kupfer | 00:20:33 | |
As I discussed in Episode #134, there are 10 steps I consistently promote for deal preparation and readiness. Combining these steps will lead you towards deal-making success! Having already shared the first five, in this solocast I’ll focus on the five I had left to cover. Listen in to learn about how you can take advantage of the repeatable, scalable deal-making opportunities.
Listen in today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 08 Sep 2021 | Episode 137: Preparing for a Strong Exit with Jay Offerdahl | 00:53:43 | |
Jay Offerdahl and his father, Brad, founded Viking Mergers & Acquisitions in Charlotte, NC in 1996. Now, Jay is the president, and he specializes in mergers & acquisitions, customized exit strategies, succession planning and seller representation. In addition, Viking Mergers & Acquisitions also handles divestiture services for the mid-market company. They have dedicated and experienced advisors, and a passion for serving business owners.
Listen to the DealQuest podcast today! Guest Contact information: Twitter- https://twitter.com/vikingmergers?lang=en LinkedIn- https://www.linkedin.com/in/jayofferdahl/ | |||
| 01 Sep 2021 | Episode 136: Acquisitions and Exits with Jessica Fialkovich | 00:55:04 | |
When Jessica Fialkovich sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully. She also realized that business owners were often not prepared to sell. Although thousands of experts will teach you how to start a business and how to grow one -- very few will teach you how to sell. So she decided to pull back the curtain about how the business sales process works and give buyers and sellers the tools to successfully (and profitability) complete a transaction.
Over the past 7 years, her team has completed $250 million+ in transactions. This includes working directly with over 1,500 business owners, being involved with 350+ deals, and giving over 10,000 entrepreneurs guidance about buying and selling businesses
Listen to the DealQuest podcast today! | |||
| 25 Aug 2021 | Episode 135: Deal-Making Like a Producer with Dean McFlicker | 00:39:16 | |
From Broadway to broadcasting, Dean McFlicker’s unique trajectory gives him a one-of-a-kind perspective that combines creative prowess with business acumen. Dean has produced for NBC, HBO, CNN, Entertainment Tonight, E! NewsDaily, and Good Morning America. As you might imagine, he’s been involved with a lot of phenomenal shows! Dean helped launch countless hits as Senior Vice President of Promotional Programming at NBC, including This Is Us, The Voice, America’s Got Talent, The Biggest Loser, Friday Night Lights, and all of NBC’s live musicals.
What a resume! (And this is just a glimpse of the work he has done!) I always love talking with folks who are coming from creative backgrounds, because they often offer a new perspective on deal-making.
Listen to the DealQuest podcast today! Guest Website: www.deanmcflicker.com | |||
| 18 Aug 2021 | Episode 134: Deal Preparation- 5 Steps Towards Success with Corey Kupfer | 00:23:29 | |
When I do whiteboard sessions with my deal-making clients, I frequently cover 10 specific steps that help us move towards success. This process is especially key for those who want to be part of ongoing deals. As I’ve seen, the more deals you have going on, the more important it becomes to be strategic and follow a process that works for you. Ready to up level your own deal preparation? Listen in to the whole episode, or read on below!
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 11 Aug 2021 | Episode 133: A Deal-Making Salesman with Carson Heady | 00:44:11 | |
Carson Heady is the best-selling author of the "Birth of a Salesman" series, and is consistently ranked in Top 20 Sales Gurus in the world. He’s currently the Sales Director for Microsoft Health & Life Sciences, where he taps into his extensive experience in operations & regional sales leadership, strategic planning, motivational management, P&L, advertising, marketing, and more. Along the way, Carson has proved that he isn’t “just” a salesman, as he’s become quite a pro at the complexities of deal-making as well.
Listen in to learn more about --
Listen to the DealQuest podcast today! Guest Contact information: Twitter- https://twitter.com/cvheady007 LinkedIn- https://www.linkedin.com/in/carsonvheady/ Website- https://carsonvheady.wordpress.com/the-home-of-birth-of-a-salesman-2010-published-by-world-audience-inc-and-the-salesman-against-the-world-2014/ | |||
| 04 Aug 2021 | Episode 132: Emotional Intelligence & Deal-Making with Dr. Pat Baxter | 00:52:39 | |
Dr. Patricia (Pat) Baxter is a corporate veteran and femtrepreneur, as well as an award-winning, certified emotional intelligence (EI) coach. With 25+ years of corporate/entrepreneurial knowledge and know-how, a doctorate in business leadership, and multiple published books, Dr. Pat is a deal-making force to be reckoned with!
Listen to the DealQuest podcast today! Guest contact information: Twitter Handle- @PatriciaBaxter Facebook Profile- patriciabaxter LinkedIn Profile- Dr. Patricia (Pat) Baxter | |||
| 28 Jul 2021 | Episode 131: Zoom, Enterprise, and Deal-Making with Marquesa Pettway | 00:48:10 | |
Former CNN Associate Producer turned Business Reinvention Strategist & Professional Speaker, Marquesa Pettway, (CSP) helps experts and organizations leverage the Zoom Platform. Under her brand, Zoom Queen, she works with client acquisition, Zoom Basics for the speakerpreneur, leveraging Zoom to grow your biz, and more. One major deal in Marquesa’s career was her decision to become a Zoom Administrator for Zoom Enterprise licenses, a deal that changed the face of her business. She also shares about her deal-making experience with being a brand ambassador for brands like Zapp Pad.
Listen to the DealQuest Podcast today! Guest information: Websites: www.zoomqueen.com LinkedIn: www.linkedin.com/in/marquesapettway/ Facebook: www.facebook.com/marquesapettway Twitter: www.twitter.com/speakertalk | |||
| 21 Jul 2021 | Episode 130: Overcoming Negativity for Deal-Making Success with Corey Kupfer | 00:17:40 | |
If I’ve said it once, I’ve said it a thousand times: Deal-making success and mindset go hand in hand. You truly can’t have ongoing success as a deal-maker if you aren’t cultivating the mindset to sustain it. Listen in to today’s solocast to learn more about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 14 Jul 2021 | Episode 129: Superstar Deal-Making with Michelle Villalobos | 00:44:27 | |
Michelle Villalobos, MBA, CPA is a Superstar Activator, business alignment strategist, keynote speaker, and the host of the Awaken Your Inner Superstar Podcast. She has a variety of programs and speeches around personal branding, business alignment, personal empowerment and business growth, and has delivered these programs for companies like American Express, Bacardi, Burger King, Gibraltar Bank, Lloyd’s of London, and Audi.
Michelle is the founder of Superstar Activator, and also co-founded the personal branding self-study program, Make Them BEG. She’s been featured on the front page of the Chicago Tribune’s Business Section, CNN en Español, Lifetime TV, Forbes Magazine, Fortune Magazine, and more. Michelle is in her 6th year as a member of the National Speakers Association (NSA) and is one of relatively few female members of its Million Dollar Speakers Group.
Listen to hear her share about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 07 Jul 2021 | Episode 128: Best Of Deal-Maker Mindsets with Corey Kupfer | 00:24:43 | |
This week’s episode features DealQuest’s Best Of Deal-Maker Mindsets. Tune in to learn about interpersonal skills from Steven Herz; deal-maker mindsets from Daryle L. Johnson; and how to not end up resenting your investors with Jeff Dennis. If you hear a “best of” snippet and want to dive into the full interview, you’ll find links to the guest’s feature-length appearance in the show notes below.
You’ll hear about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 30 Jun 2021 | Episode 127: Wealth Management with Elizabeth Nesvold | 00:50:34 | |
Elizabeth (Liz) Nesvold is the Managing Director and Head of Asset & Wealth Management Investment Banking for Raymond James. She joined the Raymond James’ team in 2019 as part of the acquisition of Silver Lane Advisors. Liz has been described as “the most experienced female investment banker specializing in the investment management and securities industry” by Mergers & Acquisitions magazine. Listen in to our interview to learn more about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 23 Jun 2021 | Episode 126: How Your Team Helps You Do Deals with Corey Kupfer | 00:19:32 | |
Over the last few years, Kupfer & Associates has grown a great deal. All of the support and growth we’ve experienced, along with the deals we’ve closed, have meant that we’ve also gotten to bring in new team members. I’ve noticed that making key hires in my business has a great impact on our deal-making capacity.
Listen in to learn about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 16 Jun 2021 | Episode 125: Pitching For Profit & Deal-Making Wins with Precious Williams | 00:50:12 | |
Precious Williams is a returning DealQuest guest (you can also catch her on Episode 79) who has successfully appeared on Shark Tank and is a 13X Elevator Pitch champion. In less than two years she grew her company from zero to multiple six figures, and her clients have received national, international, and corporate recognition. She’s a world class speaker for brands including Google, and Microsoft, and is a 3x number one bestselling author.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 09 Jun 2021 | Episode 124: Making Deals in the E-Learning Sector with Jon Tota | 01:00:01 | |
Jon Tota started as a screenwriter, then went to Wall Street and found his way into computers in the late 90's. He then co-founded Edulence in 2002, and created Knowledgelink as one of the first e-learning video training platforms in 2004. He sold that company in 2020, and is now back to creating original scripted content at his new production studio, Syntax + Motion. In addition, he’s the host of the Learning Life podcast.
He’s truly been able to blend his passion for learning with his dream of creating original, meaningful content. Along the way, he’s been a major deal-maker! Now, one of his major passions is helping the next generation of entrepreneurs learn how to develop and scale their own e-learning solutions. Listen in to learn more about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 02 Jun 2021 | Episode 123: Wealth Management & Deal-Making with Peter Nesvold | 00:43:12 | |
Peter Nesvold is a lawyer, CFA and CPA by background. He’s also a multi-disciplinary finance executive with 20+ years of Wall Street experience. Now, Peter is the Founder and Managing Partner of Nesvold Capital Partners (NCP), a merchant bank that specializes in the asset and wealth management industries.
He’s come a long way from his early start on the farm! Listen in to learn more about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 26 May 2021 | Episode 122: Capital Gains’ Impact on Deals with Corey Kupfer | 00:23:51 | |
A few weeks ago I came on and shared some thoughts on capital gains rates and deal-making. It ended up being one of my most popular episodes -- apparently capital gains are garnering a lot of interest in the marketplace! Today, I’d like to go even deeper and drill down on capital gains’ impact on deals.
Listen in to hear about:
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| 19 May 2021 | Episode 121: Providing Value as an Entrepreneur-in-Residence with Ramon Ray | 00:43:29 | |
Ramon Ray is a leading expert on small business success. He inspires and educates thousands of business owners every year through his content, events and media interviews. He's also a four-time entrepreneur, who has sold two companies. He's a best selling author and his latest and fourth book is Celebrity CEO, all about personal branding. Ramon has shared the stage with many leading business thought leaders, including Seth Godin, Simon Sinek, and Gary Vaynerchuk. He’s also been married for over 25 years and has two adult children.
Listen in to hear more about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 12 May 2021 | Episode 120: Speaker Management & Deal-Making Pivots with Li Hayes | 00:50:28 | |
Li Hayes is a returning guest (you can listen in to her previous episode, From Concept to Oscars: Overcoming Barriers to Entry in a New Industry, right here). Li is a phenomenal entrepreneur, television host, speaker’s agent, and inventor. After two decades in the corporate world, she summoned the courage to take the entrepreneurial plunge! She started by founding Go Leeward Speaker Management. Li works with associations, masterminds, corporations and more to help them make their events wildly successful. Her invention, the Cool Me scarf, helps to discreetly relieve hot flash symptoms for women dealing with menopause. (It was featured at the Oscars After party!)
Li noted that one major deal-making shift they went through in speaker management was brokering deals with the long-term in mind. For example, a speaker might be willing to offer a deeply discounted speaking engagement virtually now, in exchange for an opportunity to be the featured keynote speaker at the next live event when things opened back up. In this way, they were able to leverage both current and future opportunities. There were incredible insights on this episode -- it’s a must listen! Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 05 May 2021 | Episode 119: Repeatable Processes For Organizational Success with Martin Harshberger | 00:45:32 | |
As CEO, Martin Hershberger has scaled two companies to 8-figures and beyond. As a small business owner, he’s sold to Apple, HP, and American Express, to name just a few. He has spent the last fifteen years of his career consulting for businesses in the 5-50 million dollar range. Today, he helps business owners and CEO’s prepare for successful transitions by developing and executing strategies for repeatable processes that lead to profitable growth.
Martin believes that many change initiatives fail because they only offer partial solutions. He’s developed a framework that allows every element of an organization to get into sync and support strategies, leading to success. Listen in today!
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| 28 Apr 2021 | Episode 118: Capital Gains Rates and Deals with Corey Kupfer | 00:22:59 | |
Let’s talk about how potential increases in capital gains rates can have an impact on deals. Although we don’t know if capital gains rates are going to continue going up, we do know the Biden administration is proposing increases. The marketplace, of course, is watching and waiting. Regardless of your politics, you’ll want to be thinking through the business and deal-making implications of capital gains rate increases.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 21 Apr 2021 | Episode 117: Coaching, Deal-Making, and Buyouts with Remy Blumenfeld | 00:56:23 | |
Remy Blumenfeld is one of the world’s leading business coaches and advisors. He’s contributed more than 50 articles to Forbes, and has been listed by an independent newspaper as one of the Top 20 Most Influential LGBTQ People in the United Kingdom. He’s been featured in Forbes, Inc., The New York Times, and more!
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| 14 Apr 2021 | Episode 116: Specialized Investment Firms with Brett Hickey | 00:36:39 | |
Brett Hickey is the Founder and CEO of Star Mountain Capital LLC, a nearly 1.75 billion dollar specialized investment firm focused exclusively on the U.S. lower middle-market. Star Mountain employs a data driven approach to invest debt and equity directly into established operating companies, make strategic investments into fund managers, and purchase secondary fund positions.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer
The information provided in this podcast should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in an account's portfolio at the time you receive this podcast or that securities sold have not been repurchased. The securities discussed do not represent an account's entire portfolio and in the aggregate may represent only a small percentage of an account's portfolio holdings. It should not be assumed that any of the securities, transactions, or holdings discussed were or will be profitable, or that the recommendations or decisions made in the future will be profitable or will equal the performance of the securities, transactions, or holdings discussed herein. | |||
| 07 Apr 2021 | Episode 115: Your Primal Brain & Deal-Making with Tim Ash | 00:49:03 | |
Tim Ash is an international keynote speaker on evolutionary psychology and digital marketing. He’s also a thought leader, marketing trainer, founder of strategic conversion rate optimization agency SiteTuners. Tim has written multiple books, and is the bestselling author of Landing Page Optimization: The Definitive Guide to Testing and Tuning for Conversions. As an industry leader he’s created over a billion dollars in value for massive brands like Google, Expedia, Nestle, Semantic, Costco, and more. He’s the founder and former chair of the worldwide Digital Growth Unleashed conference series.
Listen in to hear about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 31 Mar 2021 | Episode 114: Breakthroughs in Health & Deals with Dr. Patricia Boulogne | 00:51:31 | |
This week on the show, Dr. Patricia Boulogne joined us to share about buying, growing, and selling her private practice. Now, she helps her clients who are sick, overweight, and tired finally release lifelong weight problems, chronic diseases and genetic disposition to restore energy and vitality! She’s also the author of the bestselling book, Why Are You Sick, Fat, and Tired?.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer
Guest Contact: Twitter: @dpatsb Facebook: https://www.facebook.com/AskDrPat LinkedIn: linkedin.com/in/drpatboulogne Check out Dr. Pat's Upcoming Online course - Stronger Than Medicine | |||
| 24 Mar 2021 | Episode 113: Licensing Deals with Corey Kupfer | 00:24:29 | |
This week, we’re talking about licensing deals! Personally, I think licensing deals are underutilized. I’d love to see more of them happening, as there is so much that can be leveraged in this form of deal-making.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 17 Mar 2021 | Episode 112: Angel Investing & Startups with Dom Einhorn | 00:50:08 | |
Dom Einhorn is a French-American social entrepreneur and founder and CEO of UNIQORN, the largest rural incubator-accelerator of its kind in the world. He is also the founder of multiple other successful startups and businesses, including the Startup Supercup.
Dom’s had deal-making success throughout his life because he’s built value again and again. If you focus on solving a fundamental problem, Dom believes that there will always be people out there looking for what you have. To hear more about the ways in which he has leveraged strategy, connections, and deal-making, listen in to the full episode! You’ll hear about:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer
Guest Links: https://uniqornincubator.com/ (the incubator-accelerator) https://startupsupercup.com/ (the event) https://sarlatrugby.com/ (the semi-pro rugby team) | |||
| 10 Mar 2021 | Episode 111: Business Trends with Joel Block | 00:56:30 | |
Joel Block is a Futurist and Venture Capitalist. In this episode we discuss valuable topics from his trend report. Learn how the concept of work-from-home is affecting everything. You can expect to hear valuable information about shifts and trends in the following areas:
Listen to the DealQuest Podcast today! Guest Links: To get the trend report text "trend" to 72000 Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 03 Mar 2021 | Episode 110: Family Business with Farida and Ramia El Agamy | 01:01:57 | |
This week I was honored to interview not one, but two amazing guests. Farida and Ramia El Agamy are sisters with phenomenal backgrounds in family business. They bring a global perspective to deal-making opportunities and family businesses. This episode is worth listening to in full.
Listen to the DealQuest Podcast today! Guest Links: Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 24 Feb 2021 | Episode 109: 2021 M&A Outlook with Corey Kupfer | 00:19:17 | |
This week on the solocast we’re checking out the 2021 M&A deals outlook. It’s been interesting to take a look at what people are seeing, and what might be around the corner. M&A deals tend to be especially easy to find information on, and often give indicators about other deal-based forecasts as well.
As always, there are no guarantees in the deal-making industry!
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 17 Feb 2021 | Episode 108: Post Merger Integration with Matt Sonnen | 00:48:15 | |
Matt Sonnen is the founder and CEO of PFI Advisors. He provides strategic operational consulting in the RIA industry and helps existing RIAs tackle various operational and strategic issues that they encounter as they continue to grow. In this episode you will learn how important it is to think through post merger integration and understand that the work is not done when the deal has been made! Additionally, you will learn about:
Listen to the DealQuest Podcast today! For more information from Matt Sonnen: https://pfiadvisors.com/ Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 10 Feb 2021 | Episode 107: How to Hire the Best with Dr. Sabrina Starling | 00:38:59 | |
Business psychologist, How to Hire the Best author, and Tap The Potential Founder Sabrina Starling is back with us again! Dr. Starling has coached thousands of entrepreneurs to overcome the day-to-day struggles of business growth by getting out of their own way and developing a success mindset that propels them to higher and higher levels of success (and profitability). Today, we focused in on her latest book in her How to Hire the Best series.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 03 Feb 2021 | Episode 106: Market Upheaval & Continued Growth with Steven Mail | 00:32:17 | |
Steven Mail was the founder of the largest single manager global macro hedge fund in Europe. His investments center around companies that deliver insights to hidden areas of the enterprise. He is an ambassador for business to Scotland and an advisor to the Endeavor organization. Listen in to learn more about --
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 27 Jan 2021 | Episode 105: Special Purpose Acquisition Company with Corey Kupfer | 00:15:13 | |
SPAC is a popularized approach to doing deals and raising capital. Looking back at 2020, there was a major increase of this hot vehicle! Learn what a Special Purpose Acquisition Company is and understand what it is used for. Special Purpose Acquisition Companies raised 78 billion in the US in 2020 and 45% of all companies that went public were SPAC. In this episode you will learn what factors are contributing to this drastic increase as well as hear the answer to the questions below:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 20 Jan 2021 | Episode 104: HR Insider Knowledge with Ashley Paré | 00:32:37 | |
Ashley Paré is a Leadership Coach, Negotiation Advocate, Tedx Speaker, and HR Change Maker. She holds a vast reserve of HR Insider Knowledge that she’s gathered over her career. Now she helps women take action to create the career, business, and life of their dreams!
Ashley's Links: Website: https://www.ownyourworth.com Tedx Talk: https://www.youtube.com/watch?v=iOE3VN_3PME
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 13 Jan 2021 | Episode 103: Best of Financing with Corey Kupfer | 00:27:54 | |
This week’s guests feature some of DealQuest’s Best of Financing experts! They share about everything from finding little known funding sources to minimizing taxes, gaining freedom, and funding your next start-up. On this episode you will hear insight from the following past guests:
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 06 Jan 2021 | Episode 102: Strategy for Intellectual Property with David Kalow | 00:40:11 | |
According to David Kalow, most companies - both large and small - need help to improve their strategy for intellectual property (IP). This includes making it even more valuable, cost-effective, and revenue-enhancing. Listen for:
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| 30 Dec 2020 | Episode 101: Deal-Making is About Relationships with Corey Kupfer | 00:08:51 | |
Today I’m offering up a solo-cast that leads back to the most basic truth: Deal-making is about relationships. There’s just no way around it, and it’s a key part of how I teach about the deal-making process.
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 23 Dec 2020 | Episode 100: High Energy Purpose with Joe Apfelbaum | 00:49:11 | |
This is my 100th DealQuest episode! This is a huge mile marker for our show, and I’m proud to have consistently released episodes for over two years now. If you’ve been a long time listener, thank you! If you’re just joining us, welcome in! Joe Apfelbaum is the CEO of Ajax Union, a business-to-business digital marketing agency in Brooklyn, NY. He’s been featured in Forbes, Entrepreneur, Inc, The Wall Street Journal and more. His newest book, High Energy Purpose: How to Be All in On Your LIfe and Find Your Truth, is out now.
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| 16 Dec 2020 | Episode 99: Genius Visionary Deal-Making with Krishna Mohan | 00:37:21 | |
This week’s guest, Krishna Mohan, is an entrepreneur, business coach, speaker, and number one best-selling author. He’s the president of Genius Visionary, and specializes in scaling businesses by doubling their revenues within 18 months. He has GREAT tips on building business credit and being ready for deal-making at every moment!
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 09 Dec 2020 | Episode 98: Discovering Your Distinct Advantage with Dave Sanderson | 00:42:10 | |
This week on the show I interview Dave Sanderson, who shares all about the plane ride that changed his life, transitioning into his speaking business, and deal-making with Coca Cola and Pepsi. This is a fascinating interview!
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 02 Dec 2020 | Episode 97: Curating Quality Investment Opportunities with Marcia Nelson | 00:37:37 | |
Marcia Nelson is the Managing Director at ShareNett, a members only global network of professional investors offering curated, quality investment opportunities. She’s also been a board member for multiple boards, including VentureCapitall.org, and is the president of ACG-NY. Marcia was recently named one of the 2020 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine. Listen in to learn more about:
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 25 Nov 2020 | Episode 96: Deals For Small Businesses with Corey Kupfer | 00:25:17 | |
It’s a myth that deals can only be done by big companies with big money. While I do have guests who share about large deals involving large amounts of capital, it doesn’t mean that those are the only deals out there. This week, we’re talking about deals for small businesses. I cover topics including:
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 18 Nov 2020 | Episode 95: The Power of Feeling Worthy with Renee Reese | 00:38:32 | |
Renee Reese is The Worthiness Queen. She helps leaders, entrepreneurs, and professionals heal their relationship with money and success and finally experience the power of feeling worthy of their next-level dreams. Renee is an attorney, certified success coach, NLP practitioner, T.I.M.E. techniques practitioner and hypnotherapist who speaks and teaches all around the world, focusing on mindset and personal development. She is a dynamic, in-demand speaker and audiences love her for her practical application and takeaways, transparency, and relatability.
Listen in to our interview to learn more about:
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 11 Nov 2020 | Episode 94: Internal Succession with Michael Vann | 00:35:28 | |
Today’s guest, Michael Vann, is a highly motivated and driven Business & Transaction Advisor at the Vann Group with over 18 years of experience in both corporate and entrepreneurial settings. He also works with clients in succession deals, including internal succession.
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 04 Nov 2020 | Episode 93: Create and Transfer Business Value with Laurie Barkman | 00:42:28 | |
This week, Laurie Barkman shares all about the art of creating and transferring business value. Listen in to learn more about:
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 28 Oct 2020 | Episode 92: Deal-Making During The Covid Era | 00:16:49 | |
Now that we’re over six months into this pandemic, let’s talk specifically about deal-making during the Covid era. On this solocast I’ll cover:
I’d love to hear your experience within your own industry. What trends are you seeing? How have you been impacted? I’d love to connect with you on LinkedIn or Twitter and get a read on what you're experiencing.
Listen to the DealQuest podcast today! Link to episode #25 that is referenced here: https://shows.acast.com/coreykupfer/episodes/episode-25-being-a-dominant-force-in-your-industry-with-damo Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 21 Oct 2020 | Episode 91: Navigating the M&A Industry with David DeVoe | 00:45:03 | |
David DeVoe founded DeVoe & Company in 2011, and has been named ‘RIA M&A Guru’ by Barron’s. He shares RIA M&A trends, notes on Covid-19, and thoughts on succession and human capital. Listen in today as we cover --
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 14 Oct 2020 | Episode 90: The BEST OF Company Founders with Corey Kupfer | 00:34:28 | |
You’ll hear from Niles Heron, Julia Pimsleur, Brian Smith, Damon Gersh, and Chris Wilkerson! If you’ve been a founder, are currently a founder, or would like to be a company founder one day, this one's for you! Tune in for:
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 07 Oct 2020 | Episode 89: A Capital Raising Journey with Sherisse Hawkins | 00:52:28 | |
Sherisse Hawkins is the creative minded CEO & founder of Pagedip. She has a strong engineering background and a proven record of re-imagining how things can be done. She’s appeared in Vanity Fair and Shark Tank. Listen in to learn more about --
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 30 Sep 2020 | Episode 88: Internal Succession Deals | 00:29:31 | |
This week on the solocast I shed some light on the sort of pre-planning that goes into internal succession deals. Listen in to hear more about:
If you’re considering an internal succession deal when you’re ready to transition from your business, this is an excellent starting point!
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 23 Sep 2020 | Episode 87: Deal-Making Lessons with Jay Hummel | 00:35:24 | |
Jay Hummel co-founded WAGN, which is on it’s way to becoming a billion dollar independent wealth management firm in under 10 months (joining the other 330 that have managed to reach that level of success). He joined the podcast to share his deal-making lessons. Listen in to hear about --
Listen to the podcast today! | |||
| 16 Sep 2020 | Episode 86: Unique, Revenue Generating Deals with Noah Rosenfarb | 00:40:02 | |
Noah Rosenfarb counsels entrepreneurs that are looking for ways to enhance their wealth while working less, living more. and enjoying financial abundance. He shares about some really unique deals his firm has created to maximize returns and give back to the world. Listen in to hear about:
Listen to the DealQuest podcast today! Website: https://www.coreykupfer.com/ LinkedIn: https://www.linkedin.com/in/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 10 Sep 2020 | Episode 85: Seed Stage Venture Capital Funds, with Nick Adams | 00:44:50 | |
Today’s guest, Nick Adams, is a Managing Partner and co-founder at Differential Ventures, a seed stage venture capital fund. Nick’s been part of growth and deals connected to scaling from two million to ten, or ten million to twenty-five. He’s seen how deals and decision making can make or break a business. Listen in to learn more about:
Listen to the DealQuest podcast today! Website: https://coreykupfer.com/ LinkedIn Profile: https://www.linkedin.com/in/coreykupfer/ Facebook Page: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 02 Sep 2020 | Episode 84: Business Partnerships Deals, with Corey Kupfer | 00:27:08 | |
This week on the solocast I dive deep into business partnerships and the fundamental areas you need to consider --
Listen to the DealQuest Podcast today! Website: https://www.coreykupfer.com/ LinkedIn Profile: https://www.linkedin.com/in/coreykupfer/ Facebook Page: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer | |||
| 26 Aug 2020 | Episode 83: A Deal-Maker’s Paradigm Shift, with Jeff Dennis | 00:40:33 | |
This week’s guest, Jeff Dennis, is a master deal-maker. He’s been involved in angel investing, real estate, and law. On the show, he talks about his family business, mindset growth, and deal-maker’s paradigm shifts.
Listen in to the DealQuest Podcast today! | |||
| 19 Aug 2020 | Episode 82: Mindset of a Deal-Maker, with Daryle L. Johnson | 00:36:08 | |
This week’s guest, Daryle L. Johnson, is a phenomenal entrepreneur who has a wealth of deal-making experience. From mindset to value equations, strategic deals to impact making, he brings so many powerful ideas to the DealQuest show!
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| 12 Aug 2020 | Episode 81: Dealing With the Potential Risk of Negotiations, with Henry Daas | 00:35:16 | |
This week’s guest, Henry Daas, shared his journey with entrepreneurship, including some of the pitfalls and struggles involved. Join us on the podcast and learn more about his rough beginnings, navigating risks, and the importance of protection within partnerships.
Henry Daas, is a serial entrepreneur, business and financial coach, screenwriter, avid traveler, golfer and tennis player. He also actively trades the financial markets and is the author of FQ, which is all about financial intelligence. Despite his current success, he also knows what it’s like to see everything fall apart. He’s learned how to assess deals from a standpoint of both ROI and potential risk as a result. | |||
| 05 Aug 2020 | Episode 80: Deal-Ready Foundations: The Power of Team Building, with Corey Kupfer | 00:25:53 | |
On today’s solocast, I dig into the power and potential of team building when it comes to creating a deal-ready foundation for your business. Join us on the podcast and learn more about how team building can be a pivotal part of preparing for deals.
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| 29 Jul 2020 | Episode 79: Pitching Deals As Your Authentic Self, with Precious L. Williams | 00:38:36 | |
This week’s phenomenal guest, Precious Williams, shared her expertise on pitching, including her early experiences and her amazing Shark Tank debut! Join us on the podcast and learn more about how to optimize your own ability to powerfully pitch to everyone in the room.
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| 22 Jul 2020 | Episode 78: A Different View of Deals & Negotiations, with Zoltan Istvan | 00:32:42 | |
This week’s guest, Zoltan Istvan, shared about the power of building trust in order to create world-changing deals in the political and journalistic realm. Join us on the podcast as we discuss deal-making when currencies other than money (like leverage, relationship, backing, and trust) are exchanging hands.
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| 15 Jul 2020 | Episode 77: DealQuest’s BEST OF Leading Women in the RIA Industry, with Lisa Rapuano, Mindy Diamond, & Mary Ann Bunchanan | 00:22:51 | |
In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including -
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| 08 Jul 2020 | Episode 76: Strategic Business Growth Leads to Deal Opportunities, with Corey Kupfer | 00:24:52 | |
In this week’s solo-cast, I wanted to take a moment to reflect on how some of my more recent interviews pertaining to things like business systems and processes, team building, and marketing are essentially connected to your ability to pursue powerful deals. Tune in to learn more about:
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| 01 Jul 2020 | Episode 75: Stand Out, Get Noticed, and Make Better Deals, with Jesse Cole | 00:41:12 | |
This week’s guest, Jesse Cole, showed up in a banana yellow tux and shared all his wisdom on standing out, gaining attention, and making deals in order to grow! Join us on the podcast as we discuss the power of going all in, experimenting with new ideas, and creating an impactful culture.
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| 24 Jun 2020 | Episode 74: Building Interpersonal Skills to Make Better Deals, with Steve Herz | 00:37:15 | |
Steven Herz is a great example of the power of personal change. He’s leveraged his own unique communication gifts and interpersonal skills and deal-making to build a small start-up company into an industry powerhouse, where part of what he does is to coach and motivate others to help them become the absolute best version of themselves. His clientele includes television and radio personalities, CEO’s, lawyers, entrepreneurs, and young professionals.
Join Steven and I on the DealQuest Podcast, where we discuss how to use interpersonal communication skills to enhance your negotiation ability and deal-making.
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| 17 Jun 2020 | Episode 73: Referrable Brands Help Grow Deals, with Michael Roderick | 00:31:38 | |
This week’s guest, Michael Roderick, shares so much valuable information about the power of creating a referable brand. When you can get people talking about you when you're not in the room, you’ll find more folks coming your way. Some of you may think this only relates to growing organically, but that’s not true. People who have brand value beyond just sales are that much more attractive as acquisition targets. They’re also set up better for possible joint ventures, strategic alliances, and more. Referable brands and deals were made for each other!
Join Michael Roderick and I on the DealQuest Podcast, where we dive deep and discuss the power of creating referrable brands. We cover -
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| 10 Jun 2020 | Episode 72: Applying The Power Of Deals For Social Justice, with Corey Kupfer | 00:26:11 | |
This week I dove into some thoughts I have about the Black Lives Matter movement, being truly aligned with your values, and how a deal-driven mindset can impact your growth in all areas of life and business including on the challenging issues of our time.
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| 27 May 2020 | Episode 71: Creating the Synergy for Optimal Deals, with Marc Gordon | 00:35:36 | |
I am so excited to feature Marc Gordon’s interview this week. Marc has been regularly featured on TV and radio, and has even been referred to as Canada's Marketing Superstar by the Oprah Winfrey Network. As an award winning keynote speaker, Marc has spoken for some of the world's most respected companies, including Bausch and Lomb and Hilton Hotels.
In our interview, we had a chance to discuss:
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| 20 May 2020 | Episode 70: Finding Valuable Deals that are Worth Pursuing, with Stephanie Scheller | 00:34:56 | |
This week’s interview with DealQuest guest and Grow Disrupt founder Stephanie Scheller is so powerful! Stephanie is a TEDx speaker, a Forbes 30 under 30 nominee, a 2019 New York Life Woman of the year Nominee, a two-time best-selling author, an entrepreneur, a coach and a trainer and dedicated to teaching the same skills that allowed her to build her business from scratch and walk away from her corporate job in less than five months. It is abundantly clear why I’m so excited to have her as a guest!
Listen in to learn more about decreasing desperation, making better deals, and growing your business in a way that makes sense.
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| 13 May 2020 | Episode 69: Fix This Next and Get Ready for Deal-Driven Growth, with Mike Michaelowicz | 00:26:01 | |
Listen in to this incredible episode with Mike Michaelowicz, Profit First creator and author of the new book Fix This Next. We discuss how Profit First principles can lead the creation of a truly deal-ready business, as well as:
Plus, learn about the FREE assessment you can take to get started with what you need to fix next in your own business! | |||
| 06 May 2020 | Episode 68: Key Decisions During Challenging Times, with Corey Kupfer | 00:19:14 | |
In this week’s episode, I break down the key decisions that we all need to make in these challenging times. The insights I offer on this topic come out of my own experience in dealing with challenging times in the past. For instance, coming through previous recessions, Superstorm Sandy and other events like that. How are you responding to these challenging times? In this week’s podcast, tune in with host Corey Kupfer to learn more about:
Plus, get a few tips on how to make deals during challenging times without taking advantage of another person’s struggle.
How to connect with Corey Kupfer:
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| 29 Apr 2020 | Episode 67: Transforming Small Businesses Into Highly Profitable, Great Places to Work, with Sabrina Starling | 00:43:56 | |
What’s the best way to hire A-player’s who will drive results in your business? Tune in to my interview with Dr. Sabrina Starling to learn more about that, as well as:
PLUS: Learn about Dr. Sabrina’s 4-Week Vacation, which she challenged me to on the show! Are you interested in being a guest? Please fill out the vetting form and a member of our team will get back to you. | |||
| 22 Apr 2020 | Episode 66: Shifting Towards Opportunity in Challenging Times With Fergus Connolly | 00:34:54 | |
Fergus Connolly joined us on the show to talk about his speciality: High-performance cultures. This interview is a great reminder that the Covid-19 crisis does not have to mean we are destined to flounder or fail; instead, you may find yourself shifting towards opportunity.
What You Will Learn About:
How to connect with Dr. Fergus Connolly: | |||
| 15 Apr 2020 | Episode 65: Non-Traditional Tactics for Deal-Driven Growth, with Andrew MacKinnon | 00:42:47 | |
Andrew MacKinnon set about developing non-traditional tactics to create participation between brands and their audiences. 18 years on, his agency delivers campaigns for the country's biggest brands: Telstra, TAC, Nike, NAB, General Mills, Mecca, Myer and CUB.
What You Will Learn:
How to connect with Andrew Mackinnon:
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| 13 Apr 2020 | Episode 64: Real Life Client Deal Structuring, with Corey Kupfer | 00:21:55 | |
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that are preventing you from becoming a dealmaker.
What You Will Learn:
How to connect with Corey Kupfer:
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| 01 Apr 2020 | Episode 63: How to Create a Highly Scalable Virtual Company, with Manuel Pistner | 00:43:13 | |
“From Crash to 400% scale in 6 months.” describes the experience of Manuel Pistner best in one sentence. With global virtual teams of freelancers, Manuel Pistner transformed his agency with 43 employees into a global company of over 150 freelancers in 2018. Driven by the enormous shortage of specialists, it was impossible for him to always find and keep the right experts required for complex digital projects. In an increasingly dynamic project environment, a static team could no longer keep up with the required flexibility. Everyday life was characterized by personnel bottlenecks at every corner. Born out of a crash of two projects and inspired by Stanford University studies called “Flash Organizations” and “Flash Teams”, a global virtual team of 23 freelancers provided him with the experts within one day to save his projects and thus his company at the last minute. From this crash, he scaled his company called Bright Solutions to a virtual team of over 150 freelancers in 6 months. A shortage of skilled workers is therefore no longer an issue today. His second company called Flash Hub, which he acquired, was transformed from this experience as well. With Flash Hub, Manuel Pistner systematically builds up virtual teams of freelancers, the right tools and the right workflows for other companies and thus shows companies an effective way to escape the tiresome shortage of skilled workers. What You Will Learn:
How to connect with Manuel Pistner:
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| 25 Mar 2020 | Episode 62: Acquisitions and Joint Ventures in the Tech Industry, with Phil Gerbyshak | 00:36:36 | |
Phil Gerbyshak knows SALES. He’s a sales speaker, a sales expert, a sales trainer, a sales leader mentor, a sales podcaster and a sales coach. He’s written five books, more than 3,000 articles, and has been quoted in the Wall Street Journal, Daily Globe and Mail, Financial Times, Investor’s Business Daily, Inc. and many other publications, including earning three covers: Speaker Magazine, Marketing Media and Money, and Social Selling Made Easy. Phil is known as a Sales, Leadership and Technology Authority with particular expertise in inside sales, LinkedIn and social selling. What You Will Learn:
How to connect with Phil Gerbyshak:
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| 18 Mar 2020 | Episode 61: The Best of Fueling Deals, Vol. 01: Accelerating Growth, with Corey Kupfer | 00:22:21 | |
Phil Buchanan – https://www.linkedin.com/in/jphilbuchanan/ Cannon Financial Institute – https://www.cannonfinancial.com/ Episode 09: Deals in the Age of Information Bruce Eckfeldt – https://www.linkedin.com/in/beckfeldt/ Eckfeldt & Associates – http://www.eckfeldt.com/ Episode 11: Accelerated Growth Through Acqui-Hiring Carl Gould – https://www.linkedin.com/in/carlgould/ 7 Stage Advisors – https://7stageadvisors.com/ Episode 45: Get Creative With Your Exit Strategy Matt Wavro – https://www.linkedin.com/in/matthew-m-wavro-p-e-b6176033/ Skyline Engineering – https://www.skylinenyc.net/ Episode 48: Acquisitions and Strategic Alliances in the Design and Construction Industry What You Will Learn:
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| 11 Mar 2020 | Episode 60: The Context, Purpose, and Results of a Negotiation, with Corey Kupfer | 00:22:28 | |
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that are preventing you from becoming a dealmaker. What You Will Learn:
How to connect with Corey Kupfer:
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| 04 Mar 2020 | Episode 59: From Concept to the Oscars: Overcoming the Barriers to Entry in a New Industry, with Li Hayes | 00:50:37 | |
Middle age can be cruel to women. The aging process is not pretty. But Li Hayes, a mom, an entrepreneur, and a woman of a certain age wasn’t about to let hormones get the best of her. Problems are simply an opportunity waiting to be solved. She researched the market and couldn’t find a solution for hot flashes that was right for busy, working women, so she invented her own, the Cool Me Scarf. Li Hayes knew that she didn’t know much about manufacturing, websites, or retails sales and so she researched, studied and learned. One discovery that propelled her forward was leveraging the platform Alibaba.com which allowed for rapid and safe solutions to manufacturing, business transactions, and logistics. She brought Cool Me Scarf from concept to market and from market to the Oscars! Within two years of concept, Cool Me Scarf was selected as a gift for celebrities in 2020 Oscars gift bags. When not inventing products or walking the red carpet, Li is the owner of Go Leeward Speaker Management supporting a group of amazing business speakers and helping event managers create wildly successful events. What You Will Learn:
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| 26 Feb 2020 | Episode 58: From Surviving to Being Alive, with Sophie McLean | 00:46:56 | |
A French citizen born in Algeria, educated in Morocco and France, with a professional career in the USA and UK, Sophie McLean has had an eventful life. She’s been a helicopter pilot, a teacher, a designer, a relief worker, a war refugee, and a CEO. She’s been shot at, shipwrecked, and widowed. She’s lived on a farm, a boat, a penthouse, and an ashram. As a wisdom teacher, Sophie has spent decades leading transformational seminars to over 80,000 people around the world, of all ethnicities, ages, religions, and social backgrounds all engaged with the universal existential questions of Who and what am I? and What is my life about? Now after seven years in France, Sophie McLean is in New York to begin Act III of her life speaking, consulting, writing and teaching courses and online seminars within the framework of Access to Awareness. Her seminar topics span both human and metaphysical dimensions, deconstructing the automatic ego, consciousness, freedom, love, stress, anxiety, fear, relationships, health, sex, money, ownership, spirituality, creation and evolution, the feminine and the masculine, being responsible, and making a difference in the world, and being effective at it. Of her transformational teaching style, Sophie says I engage people in a rigorous review of their life and a systematic questioning of their conclusions on the basis that without examining our network of ideas, beliefs, social and cultural judgments, and our assumptions about the world, those are transformed into constraints. My interest is in the nature of what it means to be human. Sophie’s new book The Elegance of Simplicity is a compelling, thought-provoking work of autobiographical fiction, one that communicates life-altering concepts proposing an effortless pathway to awareness. Its a deeply honest and dramatic story of self-discovery, about what is possible when you take responsibility, own your power, and become one with life. Sophie McLean epitomizes elegance. She also epitomizes worldly experience, grit, courage, and insight leading to elevation of our level of consciousness and transformation. What You Will Learn:
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| 19 Feb 2020 | Episode 57: Inorganic Growth in the Agency World, with Stephen Woessner | 00:42:50 | |
Since the advent of the commercial internet, Stephen Woessner has collected tens of thousands of data points that have given him the ability to identify what he calls the 8 Money Draining Mistakes. These are the things that literally cause a website to leak serious money every day. Stephen teaches companies and organizations how to fix them and how to fix them immediately. Stephen also teaches how to apply what he calls the 8 Money Making Opportunities. These are the things that really matter because they increase financial return on investment in the digital world by 200 to 500 percent or more in 12-months or less. And all of this can be done without needing technical skills. Stephen is the host of the Onward Nation podcast, CEO of Predictive ROI, a digital marketing authority, speaker, educator, and bestselling author of two books, The Small Business Owners Handbook to Search Engine Optimization and Increase Online Sales Through Viral Social Networking. Clients include Cisco, Advisors Excel, Agency Management Institute, the University of Wisconsin-Madison, and others. Linda Fassig-Knauer, US Channels, Cisco Systems, said Stephen really engaged the audience at our SMB Advisory Council. His presentation hit the mark. His digital marketing insights have been featured in Inc. Magazine, Forbes, Entrepreneur, and The Washington Post. Stephen’s practical and tactical training sessions and keynote presentations teach the valuable principle of predicting and then measuring financial return on investment (ROI) before any action is taken. He has also developed a mathematical, patent-pending process that can be used to predict the increase in online sales a business can achieve based on his methods. What You Will Learn:
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| 12 Feb 2020 | Episode 56: Inauthentic Negotiating Techniques and How to Handle Them, with Corey Kupfer | 00:27:42 | |
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that are preventing you from becoming a dealmaker. What You Will Learn:
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| 05 Feb 2020 | Episode 55: 30-Years of Deals as a Serial Entrepreneur, with Neil Rosen | 00:47:10 | |
Neil Rosen has been an entrepreneur for most of his life. After graduating college he taught elementary school for 10 years prior to starting his first business, a children’s furniture store which he built into a chain of five stores before selling. Next came a public school information business, The School Report, a business started with his wife Roseann that supported the real estate industry by supplying 3rd party public school information realtors could share with potential home buyers. He sold that business to a large media company, stayed on, and it was sold again a year later to an Internet real estate company. Not done yet, Neil and Roseann started eWayDirect, an internet software business that helps consumer businesses build email lists and send emails to prospects and customers. While Neil has retired from running that company (after 20 years), it continues in business today. And if that wasn’t enough, Neil and Roseann have bought and flipped over 30 houses since they have been married. Today Neil is working on a Trivia game and writing children’s books and TV shows. The Trivia Game, Originations, and two of his children’s books will be launching in the coming months. What You Will Learn:
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| 29 Jan 2020 | Episode 54: The Heroic Journey, with Dov Baron | 00:45:12 | |
Dov Baron: Twice cited as one of Inc. Magazines Top 100 Leadership Speakers to hire, also cited in the Meeting and Event Professionals Guide to The Top 100 Motivational Speakers and Named as one of the Top 30 Global Leadership Gurus. Dov is a man with a finger on the pulse of the evolving world of NextGen leadership. He is a bestselling author of several books. His latest book is Fiercely Loyal; How High Performing Companies Develop and Retain Top Talent. He is the host of the national (US) TV show Pursuing Deep Greatness with Dov Baron on ROKU TV, and the host of the Number One Podcast for Fortune 500 Listeners (globally) Dov Barons Leadership and Loyalty Show on iTunes and is carried on FM & AM Radio Stations across the US. What You Will Learn:
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| 22 Jan 2020 | Episode 53: Publishing Deals and Your Calling, with Rha Goddess | 00:57:40 | |
Rha Goddess is the entrepreneurial soul coach behind hundreds of breakthrough changemakers, cultural visionaries and social entrepreneurs. From multiple NY Times Bestsellers to multi-million dollar social enterprises, Rha’s unique methodology has empowered a new generation of conscious entrepreneurs to stay true, get paid, and do good. From the onset of her more than 30-year career as a cultural innovator, social impact strategist and creative change agent, Rha has drawn on the power of creativity, culture and community to move hearts, minds, and policy. Rha’s work has focused on issues of racial justice and equality, electoral politics, offender aid, and restoration, mental health and youth and women’s empowerment and contributed to initiatives that have impacted millions of lives. Her work has been featured in Time Magazine, Ms. Magazine, Variety, Essence, the Source, Redbook, Forbes, Fast Company and the Chicago Tribune, among others. In 2014, Rha was chosen as a Top 10 Game Changer by Muses & Visionaries Magazine. In 2017 Rha was chosen as one of 50 Founders to watch by Essence Magazine. Additional awards and honors include Meet The Composer, the NPN Creative Fund, a semi-finalist for Do Something’s Brick Award and a two-time semi-finalist for Leadership for a Changing World (nominated by Eve Ensler). As a sought-after speaker, Rha has led the conversation around a “whole self” approach to entrepreneurship as key to a more just, harmonious and sustainable economy and culture. She has presented at SOCAP, Bioneers, SVN, Women Donors Network, High-Performance Academy, Equity Now, Netroots Nation, TedX BroadStreet, Emerging Women, Women and Power, S.H.E. Summit and more. As CEO of Move The Crowd, Rha is galvanizing a movement of 3 Million entrepreneurs dedicated to re-imagining “work” as a vehicle for creative expression, financial freedom, and societal transformation. Rha’s upcoming book, The Calling (St. Martin’s Press) leverages her unique methodology into a step by step blueprint for finding your purpose and making your most profitable contribution. What You Will Learn:
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| 15 Jan 2020 | Episode 52: The Top 5 Practices of a Great Negotiator, with Corey Kupfer | 00:18:02 | |
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that are preventing you from becoming a dealmaker. What You Will Learn:
How to connect with Corey Kupfer:
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| 08 Jan 2020 | Episode 51: A Look Behind the Curtain of the Financial Services Industry, with Mark Tibergien | 00:46:32 | |
Mark joined BNY Mellon | Pershing as head of its RIA and Family Office custody unit in 2007 and is the Chief Executive Officer of Advisor Solutions and a member of Pershing’s Executive Committee. Prior to joining Pershing, he was a principal at Moss Adams LLP, where he was partner-in-charge of the Business Consulting Group, and chairman of the Financial Services Industry Group. Since 1973 he has worked on strategy, management development and transition planning with hundreds of independent registered investment advisors (RIAs), broker-dealers, investment managers, insurance companies, and other financial services organizations worldwide. Accounting Today has recognized Mark Tibergien among the 100 Most Influential in the accounting profession, and Investment Advisor magazine recognized him among the 25 Most Influential in the financial services industry. He is the author of four books published by Bloomberg Press (John Wiley & Sons), Practice Made Perfect, How to Value, Buy or Sell a Financial Advisory Practice, Practice Made (More) Perfect and the latest, The Enduring Advisory Firm, co-authored with Kim Dellarocca, Global Head of Marketing for Asset Servicing and Technology at BNY Mellon. Mark has also been a regular columnist for Investment Advisor magazine and monthly contributor to ThinkAdvisor.com on management issues since 2005. Mark has previously served in a variety of community and industry organizations including the Rotary Club of Seattle, Travelers Aid Society, the Foundation for Financial Planning, the International Association for Financial Planning and the SIFMA Foundation. Most recently, Mark was named to the Advisory Council for the Center for Financial Planning whose mission is to promote diversity in the advisory profession. Mark is also a member of BNY Mellon’s Diversity & Inclusion Advisory Council to the CEO. What You Will Learn:
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| 01 Jan 2020 | Episode 50: The Deals That Made Barefoot Wine a Household Name, with Bonnie Harvey and Michael Houlihan | 00:57:42 | |
Bonnie Harvey and Michael Houlihan are the founders of the worlds largest wine brand, international Keynote Speakers, and New York Times Bestselling authors of The Barefoot Spirit, How Hardship, Hustle, and Heart Built Americas #1 Wine Brand and The Entrepreneurial Culture, 23 Ways to Engage and Empower Your People. From humble beginnings in a laundry room of a rented farmhouse to the boardroom of the world’s largest wine company, E&J Gallo, they learned valuable lessons crucial to any business. They consult and train startups and Fortune 500s on brand building and company culture. They are highly recommended by companies seeking to increase their sales, and engage, empower, and inspire their people. They are regular contributors to The Business Journals in 43 cities nationwide, Entrepreneur, and contribute articles & interviews to INC, CEO Forum, Forbes, and other major business publications. Their new audiobook (barefootaudiobook.com) is presented is a theatrical format with Hollywood actors playing the parts, original musical score, sound effects and more! They are regular media guests on radio, television, and podcasts. Michael & Bonnie present together with a fresh, authentic, and fun style that entertains, educates, & motivates. What You Will Learn:
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