Dr. Jean, The Results Queen® and her special guest, Paul Mass, discuss his unique entrepreneurial journey and approach to business. Paul shares how a chance encounter led him to the financial industry, despite initially wanting to be an accountant. Paul shared how an entrepreneurial mindset and a drive to control his own destiny motivated him to build a successful practice over the past 28 years. Dr. Jean and Paul discuss the importance of having a business mindset, and they emphasized the importance of honesty, transparency, and creating a safe environment for employees. They also discussed the challenges of maintaining work-life balance, with Paul reflecting on past challenges with work/life balance. Dr. Jean and Paul share the keys to entrepreneurial success while prioritizing personal relationships and financial planning. 

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Dr. Jean, The Results Queen® and her special guest Brendan Dodge, A Senior Account Manager at VC3. Brendan shares his remarkable journey, from growing up across multiple countries to transitioning from collegiate basketball to a successful sales career. Dr. Jean and Brendan discuss the parallels between recruiting players and prospecting in sales, underscoring the importance of building genuine relationships and understanding client needs. Brendan shares how his diverse experiences, including living abroad, have shaped his adaptable and empathetic sales approach. Brendan also provides insights into the benefits of working for a company that operates on the EOS® model, highlighting the transparency and collaborative culture. Notably, Brendan advocates for embracing discomfort and challenges as pathways to personal and professional growth. They encourage listeners to seek out mentorship, invest in their development, and leverage their networks to deliver exceptional results. Brendan’s story inspires a mindset of resilience, relationship-building, and a willingness to step outside one’s comfort zone to achieve results.

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Dr. Jean, The Results Queen® features her special guest, Kyle Smith, an accountant who aims to be more than just a compliance provider. They discussed his unconventional journey from professional poker player to finance CFO, with the goal of helping businesses grow and succeed. Emphasizing the importance of accountants providing value beyond just the numbers, and becoming a strategic partner that can drive ROI. The discuss Key financial metrics like revenue, gross profit, net income, and cash flow are highlighted as critical KPIs that business owners should track regularly. They also cover the benefits of having a fractional CFO, especially for rapidly growing companies. The episode challenges accountants to shift their mindset from being a cost center to an investment that can significantly impact a business’s success.

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Dr. Jean, The Results Queen welcomes her special guest, Laura Renner, the founder of Freedom Makers. Laura discusses how her company pairs military spouses with solopreneurs and small businesses as virtual assistants. The flexibility and adaptability of military spouses make them ideal for tasks requiring consistency, like social media, email, and CRM management. They emphasize the importance of clear communication and structure when working with remote assistants. Laura also highlights the trust-building process, as business owners may be hesitant to delegate tasks at first. Dr. Jean and Laura discuss the benefits of military spouse virtual assistants, including their research, organization, and process-driven skills. Laura advises listeners to make a list of tasks they struggle to complete and consider how a virtual assistant could help. They showcase how virtual assistants, especially those with a military background, can support the needs of small businesses.

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Dr. Jean, The Results Queen® and her special guest, Laura Nash discuss Laura’s journey from working at a skateboard park as a teenager to becoming a financial advisor. A key theme is the importance of business owners not neglecting their personal finances while focusing on their business. They emphasize the need to plan for the future, including unexpected events, and to prioritize financial goals like college savings and retirement over short-term spending. The episode also highlights the value of couples having regular “money dates” to discuss budgets, spending, and financial goals. Dr. Jean and Laura provide advice centered around setting short, mid, and long-term financial goals, investing accordingly, and consulting a financial advisor who aligns with your values to get ongoing guidance and support in achieving your financial objectives.

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Dr. Jean, The Results Queen, and her special guest, Lawyer Ryan P. Smith, discuss how lawyers need to be masters at law but also at business development. Ryan runs a niche practice serving broker-dealers and registered investment advisors. Ryan,  driven by entrepreneurial spirit and respect for small business owners, started his own law firm after working in other law firms previously. Ryan’s firm helps smaller RIAs navigate complex financial regulations, allowing them to focus on clients rather than compliance. Dr. Jean and Ryan discuss how lawyers make natural business developers, but many struggle with fear of rejection. They encourage a process-driven, relationship-building approach, providing value before expecting payment. To aspiring lawyer-entrepreneurs, Ryan advises deep self-reflection on what you enjoy and can improve. He treats his firm as a client, rigorously managing matters and cashflow. They discuss how having a specialized, relationship-focused mindset can build a thriving legal business, even for a new solo practitioner. Ryan’s key advice: focus on the process, not just outcomes, and make it easy for clients to pay you.

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Dr. Jean, The Results Queen has special guest, Carl de Prado of A2Z Business IT. Carl emphasizes the critical need for businesses, especially small to mid-sized oganizations, to have a comprehensive cybersecurity plan. Carl also highlights the evolving nature of cybercrime and the significant financial and reputational impact of data breaches. Dr. Jean and Carl stress that compliance is not the same as security, and businesses must take proactive measures to protect their data and assets. Key recommendations include conducting a cybersecurity risk analysis, implementing security frameworks like NIST, monitoring cloud-based applications, and utilizing password management and multi-factor authentication. They encourage businesses to take action and develop a well-designed, tested cybersecurity plan, rather than procrastinating. A robust cybersecurity plan can help businesses protect their data, maintain operations, and build trust with their customers.

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Dr. Jean, The Results Queen has special guest, Carl de Prado of A2Z Business IT. Carl emphasizes the critical need for businesses, especially small to mid-sized oganizations, to have a comprehensive cybersecurity plan. Carl also highlights the evolving nature of cybercrime and the significant financial and reputational impact of data breaches. Dr. Jean and Carl stress that compliance is not the same as security, and businesses must take proactive measures to protect their data and assets. Key recommendations include conducting a cybersecurity risk analysis, implementing security frameworks like NIST, monitoring cloud-based applications, and utilizing password management and multi-factor authentication. They encourage businesses to take action and develop a well-designed, tested cybersecurity plan, rather than procrastinating. A robust cybersecurity plan can help businesses protect their data, maintain operations, and build trust with their customers.

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Dr. Jean, The Results Queen® and her special guest,David Flores Wilson, a financial advisor and business owner. David shares his early entrepreneurial experiences, such as trading comics and investing his mother’s account in college, which sparked his interest in finance. They discussed the importance of finding a financial advisor who understands the unique challenges of business owners, from personal experience. David’s holistic approach to financial planning, where he acts as a quarterback for his clients, connecting them with various experts to address their personal and business needs. They discuss the value of financial literacy and highlight David’s efforts to share insights and trends through his blog, to help educate the community.

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