Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

Christopher H. Loo, MD-PhD
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Oct 8, 2023 • 23min

#547 - Unveiling Financial Mastery with Ryan Urban: A Deep Dive into Business and Personal Finance (Alpha 4 Business)

Description: Join us in this eye-opening episode as we sit down with Ryan Urban, a financial advisor with a 20-year career in financial services. Ryan, also a prolific author and podcast host, has always had a knack for demystifying complex financial concepts, making them digestible for business owners and families alike. With his books "The Business Owner's Guide to Money" and "Safe & Smart Retirement", Ryan has empowered many to navigate the financial maze with confidence and ease. Today, we delve into the financial challenges faced by business owners and dissect practical solutions to overcome them. From simplified retirement planning to growing your money comfortably, and from asset protection to maximizing your business value, Ryan shares actionable insights drawn from his rich professional journey. We also explore some common financial missteps and misconceptions, shedding light on how to choose a financial strategy that aligns with your goals, how to envisage and plan for a buoyant financial future, and how to armor yourself, your family, and assets against unforeseen adversities. Ryan also generously shares tax minimization strategies and tips on averting financial risks, ensuring you're on a solid footing to achieving financial serenity. If you're a business owner eyeing a hassle-free retirement or someone seeking to get the most out of your financial endeavors, this episode is a treasure trove of wisdom you wouldn’t want to miss! Don’t forget to subscribe, rate, and review our podcast. Stay tuned for more enlightening episodes packed with invaluable financial nuggets! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 7, 2023 • 23min

#546 - Creating Impactful Wealth: The Sterling Griffin Journey (Sterling Capital)

Description: Join us in this illuminating episode as we sit down with Sterling Griffin, the visionary entrepreneur behind Sterling Capital and Sterling Productions. From a challenging past, Sterling's journey is nothing short of inspiring. Dive deep as he unfolds his transition into the realm of medical real estate, shedding light on how it stands apart from multifamily investing, and the unique opportunities it presents in making positive, transformative investments. Sterling’s ethos revolves around not just creating wealth, but doing so in a manner that heals and inspires. His venture into medical real estate is a testament to this, offering above-average returns while contributing to the welfare of the community. Our conversation traverses through his initial days of real estate investing where he bought a staggering amount of medical real estate, explaining the strategic foresight that led to such a bold move. But the narrative doesn’t end at real estate; Sterling’s creative pursuits in the film industry are equally riveting. Rekindling his childhood dream of acting, he shares his experience of working both in front of and behind the camera, and how these endeavors align with his larger mission of creating a meaningful impact. We also delve into Sterling’s perspective on multifamily versus medical real estate investing, the significance of having multiple streams of passive income, and how an ethical, high-level investing strategy can lead to acquiring more real estate with outsized returns. Sterling's story is a compelling narrative of overcoming adversities, embracing one’s passions, and utilizing business as a force for good. His insights into intelligent investing and the potential of medical real estate are eye-opening for anyone looking to not only grow their wealth but to do so in a way that contributes positively to the world. Don’t miss out on this engaging discussion filled with invaluable lessons, intriguing stories, and a fresh perspective on investing. Learn more about Sterling’s ongoing projects and get a glimpse into his insightful frameworks, where he delves into the intricacies of growing companies, personal development, and the exciting investment opportunities he’s exploring. Whether you’re an aspiring investor, someone interested in the convergence of business and art, or simply looking for inspiration to recover your own childhood dream, this episode with Sterling Griffin is bound to leave you with a richer understanding and the motivation to take action towards a more fulfilling and impactful life. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 6, 2023 • 19min

#545 - Nurturing Professional Growth on LinkedIn: A Conversation with Matthew Rolnick (YayMaker)

Description: In this insightful episode, we dive deep with Matthew Rolnick, the VP of Strategy & Innovation at Yaymaker, Amazon Best Selling Author, Speaker, and a recognized LinkedIn Consultant. With a thriving career that showcases an exceptional understanding of Corporate Culture, Professional Branding, and Social Selling, Matthew has carved a niche in transforming ordinary workplace environments into dynamic hubs of creativity and collaboration. His book "Find Your Yay" is a testament to his profound knowledge and passion for professional development. We explore the essence of LinkedIn as a vital tool for CEOs, Entrepreneurs, and Leaders to build their brand and presence in the digital world. Matthew shares his unique insights on how engaging more with LinkedIn not only enhances professional image but significantly contributes to business success. With over 130k students enrolled in his Udemy courses, his strategies on social selling and forming strategic partnerships are not just theoretical but proven and tangible. Discussing the importance of improving corporate culture and employee engagement, Matthew sheds light on how he was able to generate over 60 corporate clients for Yaymaker through strategic LinkedIn content. The conversation steers towards the role of thought leadership and how individuals or businesses can grow their strategic partnerships exponentially. Matthew is not just a consultant; he's the force that propelled Yaymaker's growth, doubling LinkedIn engagement, and taking strategic partnerships to soaring heights. His real-world impact sets him apart, making this conversation a goldmine of practical strategies for anyone keen on elevating their professional game. Whether you're looking to improve your brand, nurture professional relationships, or understand the dynamics of effective team events in a hybrid work environment, this episode is packed with actionable advice. Towards the end, don't miss Matthew's best tips on leveraging LinkedIn to improve your brand, relationships, engagement, and business growth. His story is not only captivating but highly informative and empowering. This episode is a must-listen for every ambitious professional out there! To connect with Matt, visit his website: https://www.yaymaker.com To check out Matt's book, "Find Your Yay", visit Amazon: https://amzn.to/46gNz8R Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 5, 2023 • 27min

#544 - New Relationship Capital: Harnessing Attention as Currency through Social Media to Propel Engagement, Community, and Business Growth with Alex Urban

Description: In this stirring episode, we unfold the digital-to-mental voyage with e-commerce and life coach, Alex Urban. With a rich history of orchestrating massive online sales and propelling Lions Not Sheep Apparel to a large brand, Alex has navigated the tumultuous waters of online retail, emerging with invaluable insights into the realm of digital entrepreneurship. The narrative takes a deeper dive as Alex recounts his transition from being a digital maven to a mindful mentor with his current venture, Pele Jewelry, and personal coaching practice. Our conversation scales the spectrum from strategic growth of online businesses to fostering a compelling online brand that resonates and builds a dedicated community. The discourse further delves into the modern narrative of relationship capital, where attention has transcended to become the new currency in the digital realm. Alex elucidates on how social media acts as a linchpin, empowering entrepreneurs to cultivate engagement, amass a loyal following, and expedite business growth. Yet, amidst the digital hustle, Alex's advocacy for mental wellness and self-actualization shines through. His coaching odyssey aims at not just external success, but internal fulfillment, guiding individuals to align with their purpose and manifest the grandest version of themselves. Embark on this enlightening dialogue as we traverse from pixelated success to inner purpose, showcasing the holistic spectrum of entrepreneurial excellence in today's digital age with Alex Urban. To connect with Alex, visit his website: https://www.instagram.com/alexurbie Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 4, 2023 • 20min

#543 - Stepping into Financial Freedom: Mastering Job Search & Repaying Student Loans with Annie Margarita Yang

Description: In this empowering episode, we're joined by Annie Margarita Yang, the Millennial finance aficionado known for her pragmatic approach to overcoming modern-day economic hurdles. Annie, a seasoned author and the creative mind behind the best-selling guide, The 5-Day Job Search, has transformed the lives of young professionals struggling with student loan debt, and has paved a path for them towards securing their dream jobs swiftly. Annie shares her unique journey which diverges from the typical route many tread. From working minimum-wage jobs, to eventually testing out of her bachelor’s degree debt-free, her narrative is nothing short of inspiring. Now a celebrated author and a financial consultant with over a million views on her YouTube channel, Annie brings a treasure trove of actionable tips to navigate today's volatile job market. In our insightful discussion, we delve into the essence of 'personal branding' in today's digital epoch, and how a robust personal brand can be a game-changer in a highly competitive job market. Annie sheds light on common missteps individuals make while crafting their personal brand and offers invaluable advice on maintaining consistency across various platforms to create a lasting impression. We also venture into an engaging dialogue on how one can effectively leverage storytelling as a tool in personal branding, and the significance of communicating a unique value proposition to stand out in the industry. With the imminent resumption of student loan repayments come October 2023, Annie provides a ray of hope and practical strategies to augment one’s salary, expedite loan repayment, and transition into a life unfettered by financial constraints. This episode is a goldmine of resources for Millennials and Gen Z battling student loans, underemployment, and those yearning for financial liberation. Whether you are on a quest for a fulfilling job, aiming to negotiate a salary hike fearlessly, or seeking to pay off your student loans in record time, Annie’s expert insights offer a roadmap to achieving financial sovereignty. Embark on this enlightening journey with us, and learn how to skip the student loan quagmire and step right into the 5-day job zone. Don’t miss out on this opportunity to transform your financial destiny! To connect with Annie, visit her website: annieyangfinancial.com. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 3, 2023 • 15min

#542 - Uncovering the LA5C Framework: A Deep Dive with Gene Lee, the Mastermind Behind Lean Agile Mastery (Radar Consulting)

Description: In this insightful episode, we welcome Gene Lee, the transformation strategist and the mind behind the groundbreaking LA5C Framework. With 15 years of rich experience, Gene unveils the essence of successful business transformation, laying down the foundation of his unique Blue Ocean LA5C Framework which has been pivotal in enabling organizations to skyrocket their revenues, all while achieving high Customer Satisfaction (CSAT) scores. As the Founder of Radar Consulting LLC, Gene has been on a mission to propagate this hybrid approach that meticulously blends Lean and Agile methodologies, making a real difference in organizational agility and customer-centricity. Through our engaging conversation, we delve into the core elements of the LA5C's - Customer-Centricity, Collaboration, Coordination, Communication, and Continuous Improvement. Gene expounds on how embedding these 5C's into an organization's culture breeds a Culture of Continuous Improvement, which in turn fosters Innovation. We also explore why the LA5C framework emerges as a remarkable Blue Ocean strategy and the compelling reasons behind its lack of widespread recognition until now. Gene sheds light on the transformational journey from lean and agile as standalone methodologies to an integrated Lean Agile approach that has proven to be a game-changer for numerous organizations globally. Gene generously shares eye-opening real-world outcomes attributed to the LA5C framework, providing a persuasive narrative on why businesses should seriously consider this path towards achieving remarkable customer satisfaction and exponential revenue growth. Moreover, we discuss the significant role of process optimization and cultural shift in ensuring the success of lean agile transformations. Whether you are a business leader, a transformation enthusiast, or someone intrigued by innovative frameworks, this episode is a treasure trove of wisdom and practical insights. Don’t miss the chance to learn from the expert himself and discover how the LA5C framework could be the blueprint for your organization’s journey towards a thriving Culture of Continuous Improvement and unmatched success. To connect with Gene, visit his website: https://radarconsultingllc.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 2, 2023 • 27min

#541 - Scaling Success: Unveiling Operational Excellence with Olivia Parkes (The Systems Boss)

Description: In this compelling episode, we delve into the entrepreneurial odyssey of Olivia Parkes, a seasoned Fractional COO and the powerhouse behind Systems Boss Consultancy. From her early ventures at 19 during her university days in the UK to becoming a pivotal force in scaling businesses stateside, Olivia’s journey is nothing short of inspiring. We kickstart our conversation exploring Olivia’s initial hurdles in the business realm, and how a serendipitous mentorship in sales jet-set her career, eventually landing her in San Diego. Olivia shares candid insights on her evolution from a sales rep to a COO, shedding light on the critical operational blind spots many visionary entrepreneurs encounter. Transitioning to her life in Chicago, we delve into how Olivia has been instrumental in helping numerous entrepreneurs transcend operational bottlenecks, fostering scalable, and more autonomous business operations. Her unique approach in leveraging Upwork has not only propelled her consultancy but has also birthed a course helping service providers secure lucrative contracts. Olivia doesn’t shy away from reflecting on personal adversities that fueled her drive and the mental scaffolding that’s been quintessential in her success. Her tale is a riveting blend of resilience, operational acumen, and the unyielding quest for entrepreneurial excellence. As Olivia unfolds her narrative, budding and seasoned entrepreneurs alike will glean invaluable lessons on nurturing operational efficiency, the essence of mentorship, and the transformative power of a robust mindset. We also touch on why the American market beckoned and the nuances of adapting to a new business landscape. Whether you’re navigating the early stages of your venture, or at the helm of a burgeoning enterprise, this episode is laden with gems of wisdom on honing a business infrastructure that’s poised for growth. To connect with Olivia, visit her website: https://www.thesystemsboss.io Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 1, 2023 • 26min

#540 - Pivots & Purpose with Trevor J White: From Heartbreak to Empowerment (Power the Pivot)

Description: In this gripping episode, join us as we delve deep into the transformative journey of Trevor J White. From losing a fortune to the heart-wrenching tragedy of losing his son, Trevor's life has been a series of highs and lows. However, amidst the chaos, he discovered the power of resilience, discipline, and personal growth. Listen in as Trevor sheds light on his foray into personal development, the genesis of his Production Company, and the reasons behind closing his bakery. Dive into a profound conversation about his spiritual beliefs, the reasons he chose Hawaii as home, and the pivotal role of discipline in his life. With topics ranging from the challenges men face today to the essence of personal development, this episode is a powerful exploration of Trevor's mantra: Truth and Accountability. Whether you're seeking inspiration, grappling with personal challenges, or just curious about Trevor's entrepreneurial journey, this podcast promises insights and takeaways that can transform your perspective on life. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Sep 30, 2023 • 20min

#539 - Outsource to Uplift: Skyrocketing Your Business with Virtual Assistants featuring Tomer Soran (Effortless Hire)

Descrtiption: In this riveting episode, we sit down with the maestro of delegation, Tomer Soran, whose entrepreneurial journey leaped from design in NYC to building ecommerce business run by Virtual Assistants (VAs). Now, with a decade of experience under his belt managing VA teams, Tomer is the go-to guy for other entrepreneurs looking to scale their business without scaling their workload. Tomer unveils the secret behind his invention, the Secret Whiteboard, that catapulted into success with a whopping Kickstarter launch funded in 36 hours! He shares his side hustle turned laughter riot, ‘The Party Game for Entrepreneurs’, which is not just a card game but a testament to Tomer’s innate ability to blend business with fun. Delving deeper, we explore Tomer’s tested strategies on how to clear 20 hours in your week while making more money, the art of outsourcing like a pro, and the lessons he's learned from automating his ecommerce business. Ever wondered how to make more money with less time? Tomer breaks down his roadmap to doing just that, spotlighting the transformative power of Virtual Assistants. Tomer's company, Effortless Hire, is where his mission to bridge entrepreneurs with stellar VAs unfolds. He’s on a crusade to help business owners work ON their business, not IN it. With actionable insights on who to hire first, what tasks to delegate, and how to lead a virtual team to victory, Tomer ushers you into a realm where business growth and free time are no longer mutually exclusive. Indulge in a conversation that's filled with actionable steps to propel your business to new heights, the laughter that accompanies entrepreneurial camaraderie, and the profound insights that come from a seasoned entrepreneur who’s been in the trenches and emerged victorious. Let’s tune in and step into a world where your business blossoms, courtesy of smart outsourcing, and life is brimming with the laughter of success! To connect with Tomer, visit his website: https://www.Effortlesshire.com to kickstart your journey towards impactful outsourcing. Your roadmap to a thriving business and a balanced lifestyle is just a click away. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Sep 29, 2023 • 28min

#538 - Unlocking Business Freedom with Robert Poole: Transitioning from Operator to Owner (Total Business Results)

Description: Join us in this enlightening episode as we sit down with Robert Poole, the co-founder of Total Business Results, who brings to the table a wealth of experience in aiding entrepreneurs transition from being operators to owners of their businesses. A West Point graduate and former Army officer, Robert delves into his journey, shedding light on the stark reality that hit him when his business partner passed away in 2017 - the difference between being merely an operator versus an owner who enjoys the freedom and value entrepreneurship initially promised. Through his narrative, Robert illustrates the pivotal four areas every entrepreneur needs to focus on to morph their ventures into self-sustaining, saleable assets. In our conversation, we dive into the nuances that differentiate an operator from an owner, the signs that signify where you stand, and the steps to navigate the transition. Robert also shares insights on how businesses, regardless of their size or the presence of business partners, can be structured for sale, and why having good systems isn't the sole solution to the operator/owner dilemma. Moreover, he touches on his extensive background in B2B phone sales and cold calling, offering nuggets of wisdom on executing them effectively. Follow us as we explore the essence of transitioning from being tied down by your business to celebrating the liberty and growth an owner status ushers in. This episode is a treasure trove of knowledge for entrepreneurs yearning for a blueprint to transform their business into a thriving, independent entity. So, are you an operator or an owner? Tune in to find out and learn the ropes on transcending to the latter, with Robert Poole guiding the way! Episode Highlights: Robert's eye-opening experience in 2017 and how it propelled him towards helping other entrepreneurs. Key focus areas to prepare your business for a seamless operation and potential sale. The essence of transitioning from an operator to an owner and how to initiate this shift. Unpacking the benefits and prerequisites of turning your venture into a saleable asset. Real-world advice on mastering B2B phone sales and cold calling from a seasoned pro. To connect with Robert Poole, visit his website: ⁠https://www.totalbusinessresults.com/⁠ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023

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