Profit Answer Man: Scaling with Profit First & Beyond

Rocky Lalvani
undefined
Dec 14, 2021 • 42min

Ep 89 The Data Magician with Lynn Corazzi

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Lynn Corazzi is the owner of Data2Profit Consulting. He helps small to medium-sized companies make more money with their data by using financial ideas and tools he learned at Procter & Gamble. He has a unique ability to help clients think big picture, while at the same time digging into the details of their results. When you feel you have a lot of numbers around but no answers, Lynn will make those numbers work as hard as you do, and turning your data into profit.     Links: https://www.data2profit.net Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Dec 7, 2021 • 37min

Ep 88 Money Mindsets with Bob Wheeler

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Bob Wheeler helps listeners conquer their money shame and avoid making poor financial decisions by teaching how emotions can dictate our choices.    As a man of true integrity with infectious energy, Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.   Links: https://themoneynerve.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Nov 30, 2021 • 54min

Ep 87 The Profit Problem with Martin Holland

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/   BIO: Martin Hollan has been active in small business for 48 years. Prior to becoming a business coach in 2011, he helped start or reorganize eight small businesses. Two of them failed, he sold four of them, and still works closely with two.    His experience has taught him that there are principles common to successful businesses and omissions common to struggling businesses. Every principle of success is available to every business through awareness and action.    A native of Norman, Ok, Martin earned a B.A. degree from Hastings College in Hastings, Nebraska and a Masters in Business Administration degree from the University of Oklahoma. He has worked directly with over 400 (and counting) business owners to help them reduce stress and increase enjoyment through clarity of purpose, better family lives, more money, and more free time.      Martin was recently named the #1 business coach in Oklahoma City by Influencer Digest. He recently published a book titled “They Say I Make Money, So Why Don’t I Have Any?” which shows business owners how to use bookkeeping information to make better decisions and more money..    He and Diane, his wife of 43 years, have lived in Norman since 1986, where Diane owns Holland Pediatric Therapy LLC. They have three children: Nicholas, a who lives in Boise, ID, Lara, a small business owner in Colorado and Kaitie, who is in her third year of law school in New York City.     Links: https://www.annealbc.com/ https://www.theprofitproblem.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Nov 23, 2021 • 37min

Ep 86 A Profitable Life and Business with Heather Abbott

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Bio: Heather Abbott, also known as the Prosperity Pro, uses a unique combination of right brain mindset work with decades of experience and knowledge as a CPA and financial advisor to demystify finances and make money management not only attainable but also enjoyable.   She uses this whole-brained approach to create true prosperity in the lives of those she works with.   Coaching and helping people with their numbers has been part of her life for over 30 years.   Link for "3 Steps to $$$ Clarity" booklet:    https://hcabbott.ck.page/f5107274b0    To find out more about Heather:  https://www.hcabbott.ca/   More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Nov 16, 2021 • 28min

Ep 85 Profit First with Alison Pidgeon, MA, LPC

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio Alison Pidgeon, MA, LPC is a serial entrepreneur with 5 businesses all related to mental health. Her favorite job is being a visionary and CEO for her companies. She owns a group therapy practice called Move Forward Counseling, a virtual assistant business called Move Forward Virtual Assistants, a business called Therasuite which is a service for therapists to streamline the process of furnishing and decorating their offices, and she owns the real estate where her group therapy practice is housed. In addition, she works as a business consultant for Practice of the Practice, helping folks start and scale their own group practices.    Links: https://www.practiceofthepractice.com/alison-pidgeon-consulting/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Nov 9, 2021 • 27min

Ep 84 Profit First and Legal Advice with Jeremy Streten

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/   Bio: Jeremy Streten is a successful entrepreneur and lawyer applying his passion and experience to help entrepreneurs and small to medium sized business owners to succeed in their business so that they can live the life that they want to live.   With a 18 year legal background as a business lawyer and 10 of those years as a business owner, Jeremy has learnt a thing or two about business.   Jeremy has appeared on various television shows, podcasts and radio interviews. He also provides regular content for websites across the world.   https://businesslegallifecycle.com/profitanswerman/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Nov 2, 2021 • 31min

Ep 83 The Three Cords with Rocco A. Carriero

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.   Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.   https://roccoacarriero.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Oct 26, 2021 • 32min

Ep 82 Wealth Building with Dan Kryzanowski

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/   Bio: Dan is the Founding Vice President at Rocket  Dollar, unlocking the $10T pool of untapped retirement assets for the alternative investment community. He previously led commercial real estate initiatives for GE Capital in Mexico and  South America. Dan’s “superpowers” include  Self-Storage, Self-Directed accounts (Solo  401(k), SDIRA), and Scranton, PA!  Links: LinkedIn: https://www.linkedin.com/in/danielkryzanowski/    Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Oct 19, 2021 • 41min

Ep 81 The Exit-Strategy Playbook with Adam Coffey

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/   BIO: President and CEO, bestselling author, and acclaimed guest speaker Adam Coffey is known for building high-performance cultures and driving transformative growth. Currently, Coffey leads CoolSys, a commercial refrigeration and HVAC service company. During his four-year tenure, CoolSys has increased revenue by 239% and EBITDA by 376% while growing to more than 3,000 employees. In April 2019, Coffey led the company through private equity sale from the Audax Group (Boston) to Ares Management (NYSE: ARES).    A licensed general contractor, pilot, former GE executive, alumnus of the UCLA Anderson Executive Program, veteran of the US Army, husband, and father of three, Coffey lives in Westlake, Texas.   https://adamecoffey.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
undefined
Oct 12, 2021 • 36min

Ep 80 Growing a Profitable Practice with Whitney Owens

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Whitney Owens is a Licensed Professional Counselor and Private Practice Consultant. She lives in Savannah, Georgia, where she owns a group private practice, Water’s Edge Counseling. In addition to running her practice, she offers individual and group consulting through Practice of the Practice. Whitney places a special emphasis on helping clinicians start and grow faith-based practices. She hosts a podcast to help faith-based practice owners called the Faith in Practice Podcast. She co hosts two membership communities with a focus on helping people start and grow group counseling practices. Whitney has spoken at the Licensed Professional Counselors Association of Georgia’s annual convention as well as Maryland’s Annual Counselor Conference. She has also been interviewed about mental health issues on several media outlets including WSAV in Savannah and in the Atlanta Journal Constitution. Whitney is a wife and mother of two beautiful girls.   https://watersedgecounseling.com/ www.practiceofthepractice.com   whitney@practiceofthepractice.com Faith in Practice Podcast - https://www.practiceofthepractice.com/category/podcasts/faithpodcast/    Faith in Practice Facebook Group https://www.facebook.com/groups/533909554128629/?ref=share   Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app