Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Leadership is a skill. And like all skills, it can be learned. Sure, some people may possess good leadership skills from the get-go but they’re not impossible to pick up through practice. The trick is to never stop learning.  This is the kind of mindset that Sarah Hammond, President of Atlas Electrical Air Conditioning Refrigeration and Plumbing Services, Inc has consistently applied with her life. When she worked full time for the company in 2008, she had little to no practical knowledge about the company that her father and brother ran all their lives.   But with her strong determination to learn, Sarah learned the ropes and eventually took over as president four years later in 2012. This is the same attitude that she took with her when she realized that there was a lot of room for her to grow her leadership skills. Sarah understood that there was a lot to learn about people, and so she began the journey that would lead her to personality tests.  In this episode of the Service Business Mastery podcast, Sarah shares several nuggets of leadership wisdom with our hosts Tersh and Josh. The trio also talk about the customer disputes, how best to handle them, and the options contractors have in settling them.    In this episode we discuss: How taking this personality test can help you lead better  Good leadership is all about tailoring your approach to different personalities  How the Better Business Bureau can help contractors settle disputes with customers    Check out these resources we mentioned during the podcast: This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group   Meet the Guest: Sarah Hammond is the President of Atlas Electrical Air Conditioning Refrigeration and Plumbing Services, Inc.  LinkedIn: https://www.linkedin.com/in/sarah-hammond-atlas/ Instagram: https://www.instagram.com/sarah_atlasrgv/ Website: www.atlasrgv.com Email: sarah@atlasrgv.com TikTok: https://www.tiktok.com/@sarahhammondphoenix   Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn. Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.    Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player. --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

The old guard is far from dying out, but the problem is clear: there’s not enough young qualified technicians out there to address the burgeoning demand. If only there was something that contractors could do to encourage more young people to go into the trades, right?   In this episode of the Service Business Mastery, your hosts Tersh and Josh talk to Lenni Diaddario and Dustin Blackstone of Emerson Commercial and Residential Solutions. Our duo from Merson talks about the current efforts of their company to get more young people to learn more about the exciting world of Heating, Ventilation, Airconditioning Refrigeration, and Electrical services.   For Dustin, it’s all about extending a helping hand to schools and talking to students not just in middle school during career day, but also when these kids get into high school and even college. Meanwhile, Lenny emphasizes the need for contractors to help schools design a curriculum that will help students learn about the trades in a way that will not only encourage, but prepare them to take it on as a career.    Our duo also touches on the future of training, especially with the use of virtual reality (VR). With VR technology getting better by the day, contractors can leverage its capabilities to create better technicians and provide a higher level of service to customers.    In this episode we discuss: What’s causing the labor shortage in the trades How contractors can help produce more qualified technicians  Will VR replace face-to-face instruction?   Check out these resources we mentioned during the podcast: This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group   Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.   Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guests: Dustin Blackstone LinkedIn: https://www.linkedin.com/in/dustin-blackstone-281902189/    Lenny Diaddario LinkedIn: https://www.linkedin.com/in/lenny-diaddario-8022717a/ You can also reach out to Lenny and Dustine through this link: https://go.climate.emerson.com/SkilledTradesEducator   Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.     Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player.   --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

One of the things that make the HVAC industry unique from other trades is its complexity. It’s common to see two HVAC systems using different parts for the same function, even if they were made by the same company. The problem worsens if a technician has to work with aftermarket parts while still ensuring compatibility. This makes experience and knowledge acquired through years of hands-on work critical, especially for technicians that regularly need to make decisions on the ground.  What makes it even more difficult is the lack of a brand-agnostic database for HVAC systems that technicians can cross reference, making information difficult to access and pass on to the newer technicians with limited experience. This stunts industry growth and frustrates both clients and contractors. This is the problem that Peter Capuciati and his company has addressed with Bluon, a mobile app and support platform designed for HVAC technicians, contractors, suppliers, and distributors.  In this episode of the Service Business Mastery podcast, Tersh and Josh talk to Bluon’s CEO and chairperson Peter Capuciati. Peter shares the story of how attempting to release a new kind of refrigerant opened their eyes to the problems of the industry, and how those realizations resulted in the creation of Bluon.  Peter shares the pain points that every technician faces while working with limited knowledge in the field, and how using Bluon helps alleviate those issues. He also talks about expanding the app’s features to benefit contractors and suppliers to make working in the HVAC industry more efficient and profitable for all.  In this episode we discuss: Developing the largest database of HVAC systems in the world Technicians as the guardians of HVAC innovation  How Bluon got both technicians and suppliers to use their platform    Check out these resources we mentioned during the podcast: This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group   Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn. Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn. Meet the Guest: Peter Capuciati is the Chairman and CEO of Bluon, INC. They created and continue to maintain the biggest HVAC database in the world, used by a third of all HVAC technicians in the US. Peter is a serial entrepreneur who found success in commercial real estate, but is a nuclear physicist by training.    LinkedIn: https://www.linkedin.com/in/peter-capuciati-9625b4206/ Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.   Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player.   --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

The trades have long been dominated by men, and it’s time to change that. In this episode of the Service Business Mastery podcast, Tersh and Josh catch up with Angie Snow during the 20th anniversary event of the Women in HVACR. Angie is an outgoing member of the organization but is currently the principal industry advisor for ServiceTitan.    Angie first got into the HVAC business when she and her husband bought an HVAC business called Western Heating & Air Conditioning just as the economy was about to collapse into a recession in 2007.    Despite initial setbacks and through carefully monitoring their cash flow, Angie helped the company return to profitability. Later, she would find Women in HVACR, a group of women changing the HVAC industry bit by bit, from the ground up.    Through the years, Angie has proven her mettle as a business owner and is an important figure in the field. Nowadays, she wants to do more by helping more women get into the trades, giving them educational opportunities, and connecting them with business opportunities.    In this episode we discuss:   How Angie got started with the HVAC business Tips and best practices for surviving a recession Angie’s work and vision with the Women in HVACR   Check out these resources we mentioned during the podcast: This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Check out Women in HVACR’s website Visit ServiceTitan’s website    Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small-town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.   Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest: Angie Snow is an HVAC business owner and certified life coach. She helps goal-driven individuals reach their business goals while enjoying a balanced and fulfilling personal life.    Links to content here:  LinkedIn: https://www.linkedin.com/in/angiesnowsuccesscoach/ Website (Women in HVACR): https://www.womeninhvacr.org/   Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.     Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player.   --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Most service business owners pour their time and energy into the product and service they’re offering, and treat customer service as an afterthought. While this might make sense, this is also a critical mistake that can prevent your service business from growing to a level where it should be. You can have the best tradespeople on your team, and still lag behind your competitors due to a lackluster customer experience.    In this episode of the Service Business Mastery podcast, your host Tersh Blisset talks to Zac Garside, the CEO of Power Selling Pros. Zac reveals the benefits of boosting your customer experience and digs deep into the details by talking about booking rates, average talk times, and more.    But above all the metrics that he mentions, Zac emphasizes the value of empowering your customer service representatives to be the voice of your company and understanding the fundamentals of great customer service over sales tactics.    Zac also gives us a crash course on the best way to lead a remote team. Hint: you need to be objective in holding your team accountable and find ways to monitor their work without having to know what they’re doing every minute of the working day.  In this episode, we discuss: Why CSRs need to be the voice of your company  The role that your CSRs play in revenue generation  What metrics to track for your CSR operation Strategies for managing a remote team  Check out these resources we mentioned during the podcast: This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn. Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest: Zac Garside is the CEO of Power Selling Pros. They train customer service representatives to book more calls, increase booking rates, and be the voice of their companies.  Connect with Zac on LinkedIn: https://www.linkedin.com/in/zacgarside/ Check out their website: https://powersellingpros.com/ Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.   Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player.   --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Some people build successful businesses towards the goal of eventually selling their company and cashing in on their efforts. Meanwhile, others pass down their life’s work to their children in hopes that they could continue to make their vision work and grow to different heights.  Some people assume that inheriting a business is easier than starting from scratch. After all, you’d be inheriting an established system. What many people don’t see is that you also inherit all of the problems from the previous generation that went unsolved.  In this episode of the Service Business Mastery podcast, we talk to Trey McWilliams, CEO of McWilliams Group, a third-generation business owner. At age 22, he took over McWilliams and Son Heating, Cooling, and Plumbing, a family business that was led by his father and founded by his grandfather before him. As a young and green leader, he knew he had big shoes to fill. But also knew that he had a vision for the business that only he could bring to fruition. In this episode, we discuss: The challenges of running an established family business How to earn the trust of your employees as a 3rd generation owner Why culture is critical to creating a scalable business  How to make your employees feel that they’re part of a shared vision  Check out these resources we mentioned during the podcast: Join the Service Business Mastery Facebook group This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months!   Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.   Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest:  Trey McWilliams is the CEO of the McWilliams Group. He is a third-generation business owner who despite his young age, managed to earn the respect of hardened tradespeople who started working with his father and grandfather before him. His tenacity and willingness to get his hands dirty with his employees allowed him to turn their business around and grow to bigger heights.    Connect with Trey on LinkedIn: https://www.linkedin.com/in/trey-mcwilliams-161348158/ Connect with McWilliams and Son on LinkedIn: https://www.linkedin.com/company/mcwilliams-and-son-heating-and-air-conditioning/ Connect with LemonSeed Media on LinkedIn: https://www.linkedin.com/company/lemonseed-media/   Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.     Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player.   --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Unfortunately, the trades are filled with people who are qualified to be technicians, but have received no training to be a business owner and leader. Some people eventually figure leadership out, but the majority don’t and that leads to a lot of businesses failing and jobs lost in the process.    The truth is, leadership is an entirely different skill set from being a technician. You could be the best plumbing, electrical, or HVAC technician in the world and still fail at operating a business. Because apart from knowing the trades like the back of your hand, you also need to know people. And running a business is all about taking care of the people that work for you.   In this episode of the Service Business Mastery podcast, we talk to Jim Clark, owner of the Blue Diamond Consultants, a consulting company dedicated to coaching home service companies that want to grow and exit in the next 3 to 5 years. Having owned and sold his previous trade companies, Jim talks about the hardships and pain points he met along the way.    Jim specifically focuses on taking care of his employees, and doing everything he can to make sure that they love doing the work they do, even when times are tough. Jim also talks about creating a positive workplace culture that not only benefits your employees, but helps your business earn clients as well.    In this episode, we discuss:   Why your first job as an owner is to make your employees happy  Employee recognition goes a long way How to build a good workplace culture  Why taking care of business is also about taking care of people  Check out these resources we mentioned during the podcast: Join the Service Business Mastery Facebook group This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.   Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest:   Jim Clark is the owner of Blue Diamond Consultants, a consulting company dedicated to coaching home service companies that want to grow and exit with generational wealth in the next three to five years. Having owned and sold his own companies, Jim brings with him the experience and knowledge as a business strategist that can help you grow your company and exit at the highest level.    Connect with Jim on LinkedIn: https://www.linkedin.com/in/ccmyersservices/ Connect with Blue Diamond Consultants on LinkedIn: https://www.linkedin.com/company/blue-diamond-consultants/   Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.     Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player. --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

It doesn't matter if we're already in a recession; the cold hard truth is that people and businesses are already feeling the brunt of inflation. People's purchasing powers have decreased, and it's getting harder to sell. The businesses that do survive this economic downturn will be the ones that come up with ways to adapt and bring in the most value to their customers.  In this episode, Billy Stevens of Sera Systems and Landon Brewer of Goettl Air Conditioning & Plumbing exchange ideas with our hosts about not only surviving but thriving during times of economic downturn. One of these strategies discussed is selling warranties. They help build trust with customers and are a massive revenue stream that most of the service business industry has yet to embrace and take advantage of fully.  Warranties are an exciting opportunity overall, but they don’t come without cost, especially if you decide to offer them in-house. Billy offers tips on how to price your warranties competitively, and how you can make the process of handling warranties more seamless through Sera and its management capabilities.  There is also the matter of putting enough focus on the service side of your business. Instead of putting all your effort into new installations when people are looking to spend less, it might be best to be proactive in offering replacements, maintenance, and repairs. Landon also suggests a way to create a revenue stream by turning these services into perks that you can get through club membership.    In this episode, we discuss: Strategies to survive inflation and the recession How the service side of your business may be the key to survival Why the industry service industry is missing out on revenue from warranties The pros and cons of doing warranties in-house    Check out these resources we mentioned during the podcast: This episode is kindly sponsored by Sera (visit their website) CompanyCam (visit their website), and UpFrog (visit their website). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn. Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest: Billy Stevens, Founder & CEO of Sera Systems, experienced first-hand the problems that service-based business owners in South Texas faced. Billy's background in HVAC and plumbing gave him insight into the time and manual labor lost from things like disrupted or missed appointments. With Sera Systems, Billy provides a simple way for dispatchers to automate manual tasks and focus on revenue generating tasks instead. Connect with Billy on LinkedIn: https://www.linkedin.com/in/billy-stevens-a54a1819/ Email Billy: bily@serviceshift.com   Landon Brewer is the former Senior Vice President of Goettl Air Conditioning & Plumbing and an expert business growth and strategy architect. Landon has joined Goettl in their mission to ‘Goettlize’ the nation and provides the company's best training and technology to each employee, allowing them to reach new heights of success. Connect with Landon on LinkedIn: https://www.linkedin.com/in/landon-brewer-13022311/ Email Landon: landonbrewer@gmail.com   Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.     Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player. --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Are you a business owner who saw your revenues plummet during the height of the COVID-19 pandemic due to government restrictions? Then you could be eligible to receive financial assistance from the government in the form of the Employee Retention Credit (ERC). Unfortunately, because of the complicated procedures in place, many business owners end up filing bad claims or worse, not file a claim at all.    Unfortunately for many business owners, the procedure for submission and evaluating whether you qualify for the credit at all is complex, and may involve digging through government announcements for the exact restriction that may have affected you. There is also the process of determining how much credit you qualify for, based on things like the wages your employees earned, and whether you paid them through the Paycheck Protection Program, among others.   The good news is that you may be eligible for up to $5000 per employee that you paid during the whole year of 2020 and $7000 per employee for three quarters during tax year 2021. The bad news is that there are several exemptions and caveats that apply, and they are enough to make anybody’s head spin. But if you have a headcount of more than 10 employees, and feel like government restrictions really impacted on your ability to operate and create revenue, then it’s worth having a tax professional evaluate your case.    In this episode, Catherine Tindall, one of the partners at Dominion Enterprise Services, a specialty CPA firm that specializes in helping businesses maximize their tax credits, gives us information about the ERC and whether you might be leaving a very significant number of dollars off the table by not filing a claim. She also talks about the consequences of filing a bad ERC claim, which can lead to an unapproved claim or worse, a stringent audit by the IRS.    In this episode, we discuss:   What the Employee Retention Credit (ERC) is all about  How to know if you are qualified to file an ERC claim What the process of filing an ERC claim can look like  Why you need to know how to avoid filing a bad ERC claim Check out these resources we mentioned during the podcast: Join the Service Business Mastery Facebook group This episode is kindly sponsored by Sera (visit their website) and CompanyCam (visit www.companycam.com/SBM for a 14 day trial and 50% off your first two months). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.   Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest:   Catherine Tindall is one of the partners at Dominion Enterprise Services, a specialty CPA firm that works with other firms and their clients to maximize their tax credits.    Dominion Enterprise Services has a Proactive Tax Planning & Compliance Strategy that is holistically designed for your business goals to maximize your cash flow/savings and minimize your stress. Unlike typical tax professionals, Dominion Enterprise Services specializes in advanced tax reduction on top of routine tax compliance work. Visit Dominion Enterprise Service’s Website: https://dominiones.com/ Check Out Catherine’s Ebook on the top 5 ERC mistakes to avoid: https://dominiones.com/for-business-owners/ Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.   Listening on a desktop & can’t see the links? Just search for Service Business Mastery in your favorite podcast player. --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

There are numerous things Joe was able to help me determine after working with him. Investing in people and hiring A-players, how to schedule my day for maximum efficiency, networking with high-level executives, and much more. I can keep going but it’s a no-brainer to work with Joe for anyone that wants to scale up their business and find clarity.   Providing real estate investors, entrepreneurs, and business professionals with the tools and strategies they need to find breakthrough success, Joe Evangelisti is the host of The Legacy Blueprint podcast and a high-performance coach with over 5,000 hours of coaching experience under his belt. His mission is to assist real estate investors, entrepreneurs, and business professionals in exercising their true power and finding their hidden potential to achieve more success, wealth, and freedom than they ever thought possible. Joe creates life-changing transformation by providing clients with the tools and strategies needed to create unstoppable momentum and break through obstacles. He’s helped hundreds of business owners to build better teams and cross the 7, 8, and 9-figure mark.   In addition to his private coaching practice, Joe serves as the CEO of three 7 and 8-figure companies, and his real estate portfolio includes single-family, multi-family, self-storage, and cold storage. Before building his business and real estate empire, Joe served in the military as a Builder in the US Navy Seabees. He holds Letters of Commendation from the US Navy and The White House, a Letter of Appreciation from President Clinton, and numerous service medals. Joe lives with his wife Ashley and their 2 girls in beautiful Haddonfield, New Jersey. Entrepreneur, Coach, Veteran, and Host of The Legacy Blueprint Podcast   [00:01 - 9:37] Opening Segment Joe’s brief background and career Shifting to self-storage development He found the self-storage industry to be welcoming, tight-knit, and small, with everyone willing to help each other   [09:38 - 17:26] Multi-Family vs. Self-Storage Joe’s secret sauce is finding off-market deals and making something happen out of them negotiating a good deal with a seller and creating a win-win for them What makes self-storage so bulletproof? The vast broadness of occupants of self-storage   [17:26 - 29:10] How Self-Storage Can Help Save Other Spaces Self-storage is one of those darkened big box chains  People don't want to visit when they see a hundred thousand square feet empty inside a shopping center The multiple ways you can get involved in the self-storage Certified Field Agent training if you're an accredited investor, visit www.InvestWithLegacy.com    [29:11 - 37:47] When Is It Safe to Start Purchasing More to Flip? Understanding when to use OPM (Other People’s Money) Joe’s experience of using his own money for deals and ending up broke How Joe started buying houses at cheap prices and began wholesaling Starting a rental portfolio as rental rates have never gone down The market started to tighten and the real estate market had become overcrowded with people flipping houses   [37:48 - 42:19] Closing Segment   Quotes:   “A lot of people are in different industries. You gotta be different. You gotta be that blue ocean.” - Joe Evangelisti   “What makes a single family deal work is finding it off the market and negotiating a good deal with a seller and creating a win-win for them and us.” - Joe Evangelisti   “I stumbled upon self-storage and I made some connections, I made some phone calls, I started having conversations. And all of a sudden it was interesting because the industry was so welcoming.” - Joe Evangelisti   CONNECT WITH JOE joseph.evangelisti@gmail.com  www.JoeEvangelisti.com   www.ElevateWithJoe.com  www.InvestWithLegacy.com  609-346-4610 LinkedIn: in/JEvangelisti Twitter: /JEvangelisti Facebook: @JoeEvangelistiDotCom /Joe Evangelisti id959740605 evangelisti07 --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support