Episódios
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In this episode of The Wealthy Consultant Podcast, Mike Walker delves into the importance of managing client expectations and the necessity of having difficult conversations to drive client success. He emphasizes the distinction between people-pleasing and truly serving clients, advocating for clear communication from day one. Mike shares practical advice on 'guarding the gate' by selecting the right clients and recognizing and rewarding clients' efforts. The episode underscores the vital role of accountability and the need for consultants to be comfortable with discomfort in order to best serve their clients.
Enjoy the episode and check the links below for more info & Resources
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OVERVIEW:
(00:00) Introduction and Purpose(00:55) The Reality of Client Services(02:32) Balancing Client Happiness and Results(03:27) Setting Clear Expectations(07:03) Guarding the Gate: Choosing the Right Clients(09:21) Recognizing and Rewarding Client Efforts(11:40) Conclusion and Final Thoughts
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In this episode of The Wealthy Consultant Podcast, Mike Walker discusses how business owners can tackle financial difficulties head-on. He emphasizes the importance of removing problematic individuals and unnecessary expenses, and shares insights on how to streamline operations using the ACE framework (Attitude, Competency, Experience).
Mike also provides key tactics to improve financial health, including regular financial reviews and engaging team members in generating revenue-enhancing ideas. He concludes with the importance of having a CEO dashboard for monitoring key performance indicators (KPIs) to proactively address potential issues. Tune in for actionable strategies to safeguard and grow your business.
Enjoy the episode and check the links below for more info & Resources
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OVERVIEW:
(00:00) Introduction and Podcast Overview(00:49) Facing Financial Difficulties in Business(01:55) Strategies to Overcome Financial Challenges(04:22) Cutting Unnecessary Expenses(06:56) Evaluating and Optimizing Your Team(13:15) Creating a Sustainable Financial Framework(17:01) Conclusion and Final Thoughts
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In this episode of The Wealthy Consultant Podcast, host Mike Walker and Taylor Welch, delve into the often overlooked aspect of wealth—maintaining a healthy family life while pursuing professional success.
They argue against taking business advice from people whose lifestyles don't align with your own and discuss the false dichotomy between professional success and being a good partner or parent.
The key ideas include integrating family into your business pursuits, agreeing on outcomes and costs with your partner, and the importance of consistent communication. They emphasize that a lack of unity and trust at home can derail professional ambitions and highlight the necessity of trying again and learning from past mistakes to create a balanced, fulfilling life.
Enjoy the episode and check the links below for more info & Resources
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OVERVIEW:
(00:20) Balancing Business and Family(01:28) The Dichotomy of Success and Family(02:35) Real-Life Examples and Challenges(06:32) The Importance of Family Inclusion(14:42) Keys to a Symbiotic Partnership(22:36) Consistency and Trying Again(24:19) Final Thoughts and Encouragement
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In this episode of The Wealthy Consultant Podcast, host Mike Walker interviews guest Jennifer Bleam, a VIP member of the Wealth Consultants. Jennifer shares her journey and insights from over several decades in sales and marketing, highlighting her evolution as an entrepreneur. She emphasizes the importance of lessons over losses, deep work over busyness, and the power of the right environment and mindset.
Jennifer recounts how her recent focus on internal growth has led to significant changes in how she views success and productivity. The discussion covers the value of focused, impactful tasks, avoiding hustle culture, and the profound impact of supportive, driven communities like the Wealth Consultant Chamber.
Enjoy the episode and check the links below for more info & Resources
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Learn More about Jennifer here:
Amazon link – https://amzn.to/3HAVAbJ “Simplified Cybersecurity Sales For MSPs”Facebook link - https://www.facebook.com/jennifer.g.bleamCome experience what it's like to be around other high caliber entrepreneurs and leaders!
https://wealthyconsultant.com/events
OVERVIEW:
(00:00) Introduction(00:52) Meet Jennifer Bleam: Marketing and Sales Expert(02:20) The Power of Knowledge and Application(05:36) Deep Work vs. Busy Work(10:31) Lessons Over Losses: A Mindset Shift(14:59) The Importance of Environment and Community(17:32) Final Thoughts and Encouragement
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In this episode of The Wealthy Consultant Podcast, host Mike Walker, is joined by Luke Gibbs, a partnerships expert at Circle, an online community platform. They discuss the importance of online communities in the business world, especially for client retention and creating exceptional customer experiences.
Luke shares his journey at Circle, the company's progress, and the increasing interest from large companies in building closer customer relationships through communities.
The discussion includes the future of online communities, the role of AI, and Circle's commitment to rapid development and customer satisfaction. The episode highlights Circle's ease of use, analytical capabilities, and the crucial role communities play in business models and customer engagement.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
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See our Portfolio of Brands
https://welchequities.com/
Buy "The Exceptional Experience: Building a Business Your Customers Will Love" by Michael Walker on Amazon: https://bit.ly/TheExceptionalExperienceBook
Get a free 14-day free trial of Circle using our referral link: https://circle.so?lmref=jh-0Ug
OVERVIEW:
(00:00) Introduction(00:26) Meet Luke Gibbs: Expert in Online Communities(00:48) The Importance of Online Communities(02:15) Circle: The Ultimate Community Platform(06:27) Analytics and Engagement in Online Communities(10:16) Circle's Unique Selling Points(14:24) Future of Online Communities and AI(19:15) Closing Thoughts and Final Remarks
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In this episode of The Wealthy Consultant Podcast, host Mike Walker welcomes Sarah Mueller, founder of 'The Decluttering Club'. Sarah shares her entrepreneurial journey, insights on organizing large community groups, and the intricacies of running a successful decluttering business.
They discuss the emotional and psychological aspects of sustained entrepreneurial success, the importance of meticulous organization, effective team communication, and the value of mutual trust in leadership. Sarah offers valuable advice for maintaining motivation and speaks on her transition from a solopreneur to managing a thriving team.
This episode is packed with actionable takeaways for any aspiring or seasoned entrepreneur.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
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To learn more about Sarah Mueller and the Decluttering Club:
https://thedeclutteringclub.com
https://www.facebook.com/EarlybirdMom
https://www.instagram.com/declutteringclub
OVERVIEW:
(00:44) Meet Sarah Mueller(01:30) The Journey to Decluttering Success(03:34) Running Large-Scale Challenges(05:14) The Structure of Our Challenges(08:47) Maintaining Business Momentum(13:34) The Importance of Team and Communication(21:32) Advice for Aspiring Entrepreneurs(23:17) Conclusion and Final Thoughts
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In this episode of The Wealthy Consultant Podcast, host Mike Walker and Taylor Welch dives into the evolution and future of sales, discussing the recently launched book 'Winning at Sales' and its insights. They explore why traditional sales methods are becoming obsolete and emphasize the significance of alignment between product offerings and customer needs.
The conversation covers the importance of retention over acquisition and highlights how ethical and consultative sales approaches lead to better client relationships. Additionally, they address the evolving market sophistication and the necessity for businesses to adapt their strategies accordingly.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
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Our Monthly Printed Memos - Free Trial
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Get the book here:
Winning at Sales
OVERVIEW:
(00:24) The Future of Sales(00:47) Challenges and Changes in Sales(02:20) Sales Strategies and Frameworks(04:30) The Evolution of Sales Techniques(07:06) Energy Alignment (10:07) The Law of the Mirror in Sales(15:31) Retention Over Acquisition(17:02) Conclusion and Final Thoughts
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In this episode of The Wealthy Consultant Podcast, host Mike Walker introduce Chris Robinette, a top-ranked financial planner and founder of Lighthouse Planning. Chris shares insights from his diverse background, including his time in the Navy, and delves deep into financial planning, wealth management, and the importance of managing cash flow.
He discusses the significance of transitioning from revenue-focused to profit and cash flow-focused business models, the impact of maintaining a stable financial footing, and the value of working with a financial planner. Tune in as Chris provides actionable advice for entrepreneurs looking to enhance their financial strategies and build lasting legacies.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
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See our Portfolio of Brands
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Contact Chris Robinette:
Email address: [email protected]
Calendly.com/lhplanning
OVERVIEW:
(00:00) Introduction(00:38) Meet Chris Robinette: Financial Planner and Wealth Strategist(01:07) Chris Robinette's Journey(02:58) Launching Lighthouse Planning Amidst a Pandemic(03:26) Revenue vs. Profit: The Real Measure of Success(06:01) The Importance of Monthly Recurring Revenue (13:26) When to Engage a Financial Planner(18:30) Mindset and Financial Planning: Breaking Old Ideologies(24:55) Current Market Insights and Future Predictions(30:52) Final Thoughts and Contact InformationThe views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional.
CRN202707-6869059
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In this episode of the Wealthy Consultant Talks Podcast, hosts Taylor Welch and Mike Walker discuss the challenges of maintaining motivation and energy as an entrepreneur. They delve into the concept of burnout, its causes, and the importance of energy management over time management.
The episode also covers the significance of simplifying and streamlining business processes, the cyclical nature of markets and industries, and the need for the right tools and support systems. The hosts share personal experiences, insights on scheduling for productivity, and how to align business growth with personal well-being. Additionally, they touch on books they are currently reading and the value of having a supportive peer group.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
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Our Monthly Printed Memos - Free Trial
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See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction (01:15) Upcoming Sales Event in Miami(02:21) Discussing Market Trends and Burnout(03:25) Navigating Economic and Industry Cycles(05:53) Importance of Energy Management(09:17) Maintaining Business Health(12:57) The Role of Peer Support and Mindset(13:54) Handling Burnout and Productivity Tips(17:41) Personalized Productivity and Self-Judgment(19:14) Implementing Lag Days for Better Energy Management(20:03) Current Reading List(26:00) Exploring Virtues, Values, and Behavioral Profiles(32:10) Rebuilding Motivation and Love for Learning(33:03) Final Thoughts and Encouragement
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In this episode of The Wealthy Consultant Talks Podcast, hosts Mike Walker sit down with special guest Stephanie Wigner. They discuss her journey as a successful chiropractor turned consultant, focusing on how she balances her professional and personal life. Stephanie shares valuable lessons on building a seven-figure business without sacrificing family time, the importance of niching down, and strategies for managing both Brick and Mortar and online ventures.
With practical tips on delegation, vision alignment, and overcoming burnout, this episode offers crucial insights for entrepreneurs striving to achieve harmony between their business ambitions and family life.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
Check out Stephanie's podcast:
https://stephaniewigner.com/podcast/
OVERVIEW:
(00:00) Introduction (00:31) Meet Stephanie Wigner: Wealth Manifesting Specialist(01:54) Balancing Business and Family Life(03:02) Stephanie's Journey: From Chiropractor to Consultant(05:32) Delegation and Outsourcing for Success(06:02) Insights on Balancing Family and Business(10:49) Leveraging Online Strategies for Brick and Mortar Businesses(13:03) The Importance of Niching Down(17:57) Navigating Economic Challenges(20:46) Conclusion
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In this episode of The Wealthy Consultant Podcast, hosts Mike Walker introduces 'Launch Kit,' a consultancy program designed to fast-track the journey to profitability for new or seasoned entrepreneurs with new market offers.
Highlighting the July Sales Call Challenge, Mike emphasizes the importance of tracking key performance indicators (KPIs) like the number of sales calls, attendance at sales clinics, and actual sales generated.
He underscores the value of focusing on 'money-making activities' (MMAs) and reducing non-essential tasks to drive business success. The episode offers insights on building habits and processes for optimal results and leveraging revenue to create more opportunities.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction(00:37) Overview of the Launch Kit Program(01:54) July Sales Call Challenge(02:43) The Importance KPI(04:55) Focus and Productivity in Business(06:48) Lessons from Past Experiences(09:10) The Power of Simple Measurement Tools(11:09) Conclusion and Final Thoughts
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In this episode of The Wealthy Consultant Podcast, Mike Walker shares the vital importance of noticing and leveraging small details in life and business. Through an engaging story about an extravagant event at Elon Musk’s house, Mike illustrates how attention to detail can lead to significant differentiation and success. He urges listeners to adopt a mindset of continuous improvement by making small, impactful changes, thus standing out from the competition. Tune in to learn how such simple yet effective strategies can enhance your personal and professional life.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
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Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction(00:52) The Power of Details(03:16) A Story from the Past(04:13) The Beverly Hills Event(06:14) Lessons from the Event(09:16) Applying the Lessons(10:34) The 1% Difference(12:39) Final Thoughts
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In this episode of TWC Podcast, Mike Walker explores the concept of frustration in business. He explains how the gap between expectations and reality can lead to perpetual frustration for highly competent individuals.
Mike advises listeners to embrace reality and take ownership of their frustrations, rather than remain stuck in a negative mindset. He highlights the importance of setting realistic expectations and recognizing that big wins are often accompanied by significant challenges. By doing so, business owners can become more resilient and better positioned to achieve their goals.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction and Episode Overview
(00:52) Understanding Frustration in Business
(02:22) The Root of Unhappiness: Expectation vs. Reality
(04:09) Taking Ownership and Reducing Frustration
(06:14) Embracing Big Wins and Big Losses
(08:54) Aligning Expectations with Reality
(11:16) Conclusion and Final Thoughts
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In this episode of the TWC Talks podcast, host Mike Walker discusses the inevitable topic of handling refunds in business. He emphasizes the importance of being prepared for refund requests by having a clear refund policy, thoroughly training your team, and providing alternatives to refunds.
Mike shares insights from his book 'The Exceptional Experience' and presents statistics showing the impact of positive customer service experiences on future sales. He stresses understanding customer expectations, active listening, and viewing refund interactions as opportunities to improve business processes and customer satisfaction. Ultimately, the episode provides practical strategies for transforming refund requests from potential pitfalls into valuable learning experiences.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction to TWC Talks Podcast
(00:42) The Inevitable Topic of Refunds
(01:47) Understanding Customer Expectations
(06:17) The Importance of a Clear Refund Policy
(07:33) Training Your Team for Refund Requests
(08:44) Offering Alternatives to Refunds
(11:42) Dealing with Irrational Customers
(15:02) Turning Refunds into Opportunities
(18:14) Conclusion and Final Thoughts
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In this episode of the TWC Talks Podcast, host Mike Walker welcomes Gabriel, a key leader and Partner at The Wealthy Consultant, to discuss her extensive and dynamic career journey.
Gabriel shares her experiences from starting in finance, managing a family business, and overcoming significant challenges to joining and transforming roles at Taylor's various companies. She talks about the importance of initiative, ownership, and growth in building a successful team. Gabriel emphasizes the power of perseverance, adaptability, and having faith in uncertain times.
The episode concludes with insights into the vision and future-driven culture at The Wealthy Consultant, highlighting their focus on cultivating a team of high-growth individuals.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction and Special Guest Announcement
(01:32) Gabriel's Background and Journey
(04:11) Challenges and Growth at TWC
(07:40) Transition to Executive Assistant
(11:54) Building the Wealthy Consultant
(15:49) Current Role and Team Dynamics
(17:30) Insights on Leadership and Team Building
(27:44) Conclusion and Event Invitation
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In this episode of TWC Talks, host Mike Walker discusses how advancing in business invites new challenges. He reflects on recent events in Nashville, including a two-day book writing workshop and a one-day Launch Kit event aimed at helping beginners. Mike emphasizes the importance of solving higher-value problems and shares insights from a conversation that highlighted the readiness required to face new business challenges. He encourages listeners to embrace new problems as a sign of progress and push their boundaries to achieve success.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction and Episode Overview
(00:47) Recap of Recent Events
(00:56) Book Writing Workshop Insights
(02:19) Launch Kit Live Event
(03:17) Mixer Event Highlights
(05:05) New Levels, New Problems
(06:37) The Reality of Business Challenges
(09:33) Conclusion and Final Thoughts
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In this episode of the TWC Talks podcast, host Mike Walker, delves into the challenges of building a business while raising a family. Addressing parents who are entrepreneurs, CEOs, or managers, Mike discusses the importance of self-awareness, the concept of the fallacy of balance, and prioritizing personal and family life alongside professional goals.
He emphasizes preparing for challenging work periods, designing lifestyle models before business models, and the significance of community support for entrepreneurial parents. Mike also offers a glimpse into upcoming events aimed at helping parents build successful businesses without sacrificing family life.
Enjoy the episode and check the links below for more Info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
wealthyconsultant.com/events
https://wealthyconsultant.com/
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See our Portfolio of Brands
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OVERVIEW:
(00:00) Introduction to TWC Talks Podcast
(00:57) Balancing Business and Family
(02:18) Understanding Yourself as a Parent and Entrepreneur
(05:24) The Fallacy of Balance
(07:47) Preparing for Challenging Times
(09:20) Designing a Lifestyle Model vs a Business Model
(10:51) Legacy Building
(11:53) The Need for Community as Parents
(14:02) Upcoming Events
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In this episode of the TWC Talks podcast, host Mike Walker introduces special guest Kristen McCall to explore the theme of 'Turning Pages into Profit: Why Books Build Business.' Kristen shares her journey from web marketing to becoming an independent coach, consultant, and illustrator emphasizing her experience with online marketing and publishing.
They discuss how books serve as powerful marketing tools for consultants and business owners, acting as modern-day business cards that establish authority and expertise. Kristen and Mike also delve into the process of writing a book, acknowledging the challenges and sharing tips for overcoming them.
They highlight the importance of books for personal branding, the long-term impact of publishing, and introduce an upcoming two-day book writing workshop aimed at helping aspiring authors start their journey. The episode concludes with insights on publishing quality books and the long-term benefits of having a well-crafted book in the marketplace.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Introduction to the Podcast and Guest
(00:51) The Power of Books in Business
(01:09) Meet Kristen McCall: From Web Agencies to Book Illustration
(03:42) The Impact of Books as Modern Business Cards
(06:13) Overcoming the Daunting Task of Writing a Book
(08:07) Finding Your Writing Rhythm and the Importance of Mentorship
(11:38) Preview of the Upcoming Book Writing Workshop
(13:53) The Future of Book Publishing at The Wealthy Consultant
(18:39) Closing Thoughts and Invitation to Reach Out
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Mike Walker hosts another episode of the TWC Talks podcast, focused on boosting entrepreneurial resilience and motivation. He explores the importance of showing up even when faced with adversity and the lack of motivation. Walker discusses the concept of 'Why Power', emphasizing the significance of having a purpose beyond personal gain to drive through challenges.
He introduces practical strategies such as having accountability, developing a mission statement, and understanding the value of occasionally stepping back for renewal and perspective. The episode is aimed at providing entrepreneurs with actionable insights to push through resistance and maintain momentum in their journey.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
OVERVIEW:
(00:00) Welcome to TWC Talks Podcast
(00:52) The Essence of Entrepreneurial Resilience
(03:39) Harnessing Why Power for Resilience
(05:56) Accountability and Mission: Keys to Pushing Through
(08:39) The Power of Checking Out to Recharge
(13:36) Wrapping Up: Recap and Farewell
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In this episode of TWC Talks, host Mike Walker interviews Kathy Jones, a member of the TWC team, known for her expertise in managing remote support teams, particularly virtual assistants (VAs) from the Philippines. Kathy discusses her journey into the world of virtual teams, starting from a need to scale customer support for a growing business. She shares insights on when businesses should consider hiring a VA, emphasizing tasks that are essential but not direct revenue drivers. Kathy highlights the importance of communication, setting clear expectations, and creating efficient processes to manage a remote team effectively.
The discussion also covers the cultural and operational nuances of working with VAs from the Philippines, including compensation practices and the benefits of creating a virtual office environment for enhanced team collaboration. Kathy's agency, RCFH Agency, has successfully scaled to support a wide range of clients by leveraging the skills and dedication of 124 virtual assistants, showcasing the potential of virtual teams in today's global business landscape.
Enjoy the episode and check the links below for more info & Resources
Get an inside look at how to get involved with The Wealthy Consultant
https://wealthyconsultant.com/
Our Monthly Printed Memos - Free Trial
https://consultingmemo.com/optin-568134011666363883437
See our Portfolio of Brands
https://welchequities.com/
Get to know more about RCFH Agency:
https://www.rcfhagency.com/
OVERVIEW:
(00:00) TWC Talks Podcast with Special Guest Kathy Jones
(00:52) The Role and Impact of Virtual Assistants in Business
(01:56) Kathy's Journey with Virtual Teams and Building a VA Agency
(03:34) Identifying When You're Ready for a Virtual Assistant
(05:02) The Broad Spectrum of VA Roles Across Industries
(06:07) Common Pitfalls and Misconceptions in VA Onboarding
(08:24) Finding and Training Your First Virtual Assistant
(11:42) Creating a Virtual Office Space for Team Collaboration
(13:18) Managing Virtual Assistants Across the Globe
(17:53) Understanding VA Compensation and Cultural Nuances
(20:38) Wrapping Up: The Value of Virtual Assistants and How to Connect
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