Dr. Jean, The Results Queen® discusses the importance of generational wealth and financial planning. Dr. Jean shares how her grandparents came from nothing but were able to leave over $1 million to her family through hard work and financial planning. She emphasizes how generational wealth can provide security for future generations by helping with things like education costs, a down payment on a house, or starting a business. Dr. Jean encourages listeners to consider leaving some form of legacy for their children and grandchildren.

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Dr. Jean, The Results Queen® emphasizes the importance of productivity and goal setting in the second quarter of the year. Dr. Jean recommends business owners focus on bottom line revenue over just top line revenue. She suggests prioritizing only 3-5 goals for the next 90 days, as that’s how many tasks the brain can handle. Mapping out when goals will be accomplished and measuring weekly progress is advised to stay on track. Dr. Jean believes the second quarter is a great time for new business and marketing if owners properly plan and monitor their top priorities.

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Dr. Jean, The Results Queen® discusses the importance of setting priorities and goals for the second quarter of the year after reflecting on the first quarter. Dr. Jean encourages listeners to evaluate what they have accomplished so far and what they need to improve on to be successful for the remainder of the year. She suggests having a “buzzer beating mentality” like in sports, where those who work hard until the last second are often most successful. The key messages are around goal-setting, priority-setting, and proactive planning to maximize business results.

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Dr. Jean, The Results Queen® and Mitch Beinhaker discuss the importance of legal agreements for business partnerships. They share experiences with failed partnerships and emphasize having a comprehensive operating agreement that addresses potential issues like resolving disputes, roles and responsibilities, withdrawal, death, and disability. Dr. Jean & Mitch stress revisiting agreements annually and including governance reviews in strategic planning to avoid costly legal battles down the road. They also discuss challenges of transferring family businesses to the next generation and tax planning strategies for minimizing business owner taxes through non-qualified plans.

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Dr. Jean, The Results Queen® discusses time management and why things often take longer than expected. Dr. Jean recommends conducting a time audit to understand your productive hours and schedule accordingly. She emphasizes patience and that everything happens in its own time. The importance of time tracking and being present in “flow state” for productivity is discussed. Dr. Jean shares that there is always enough time if used wisely, and not to view things as taking too long since they will happen at the right time for each person. 

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Dr. Jean, The Results Queen® and Howard Matalon discuss career development and entrepreneurship. Howard talks about his law firm and startup NAV, which uses reverse AI and coaching to help executives assess their career fit and growth potential. They discuss the importance of continuous self-improvement, understanding one’s value, navigating career changes, and finding fulfillment rather than just staying in a comfortable job. You are encouraged to evaluate your own career and take control of your development. 

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Dr. Jean, The Results Queen® discusses networking and finding new clients through referrals. She emphasizes the importance of reciprocity in networking, where both parties exchange value by referring clients to each other. Dr. Jean emphasizes the need for professionals like accountants to feel confident recommending trusted colleagues to clients, which can strengthen both client relationships and referral partnerships.

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Dr. Jean, The Results Queen® discusses the importance of core values and culture in building a successful organization. Dr. Jean, emphasizes that having clear core values helps attract and retain the right people by creating a cohesive culture aligned with the organization’s mission. She recommends business owners be intentional about setting core values and communicating regularly with employees to foster a positive culture. 

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Dr. Jean, The Results Queen® discusses the value of roundtable discussions for business owners. Dr. Jean emphasizes that roundtable discussions provide valuable advice and insights from experienced professionals. They also often spark new ideas. Dr. Jean stresses the importance of continuous learning for business owners and shares how roundtable discussions can help business owners empower their leadership teams and let go of some control. 

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